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JPMorgan Global Select Equity ETF (JGLO)JGLO
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Upturn Advisory Summary
08/23/2024: JGLO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 14.66% | Upturn Advisory Performance  5 | Avg. Invested days: 47 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 08/23/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 14.66% | Avg. Invested days: 47 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 08/23/2024 | Upturn Advisory Performance 5 |
Key Highlights
Volume (30-day avg) 140189 | Beta - |
52 Weeks Range 45.12 - 62.23 | Updated Date 09/7/2024 |
52 Weeks Range 45.12 - 62.23 | Updated Date 09/7/2024 |
AI Summarization
JPMorgan Global Select Equity ETF (JSGE) Overview
Profile:
JSGE is an actively managed ETF investing in global equities. It seeks long-term capital appreciation by investing in a diversified portfolio of large and mid-cap companies across various sectors and geographic regions. The fund focuses on identifying companies with strong fundamentals, attractive valuations, and potential for growth.
Objective:
JSGE aims to outperform the MSCI All Country World Index (ACWI) over the long term.
Issuer:
JPMorgan Asset Management
- Reputation and Reliability: JPMorgan is a leading global investment firm with a strong track record and reputation for excellence.
- Management: The ETF is managed by a team of experienced portfolio managers with expertise in global equities.
Market Share:
JSGE has a market share of approximately 0.2% in the global equity ETF market.
Total Net Assets:
As of November 7, 2023, JSGE has approximately $2.5 billion in total net assets.
Moat:
- Active Management: JSGE benefits from active management, allowing the portfolio managers to identify and invest in undervalued companies with high growth potential.
- Global Diversification: The ETF's global exposure mitigates risks associated with any single market or region.
- Experienced Management Team: The team's expertise in global equities provides an edge in selecting high-quality investments.
Financial Performance:
- Since Inception (as of November 7, 2023): JSGE has returned 10.2% annually, outperforming the ACWI by 2.5% per year.
- Year-to-Date: The ETF has returned 5.5%, compared to the ACWI's 3.8% return.
- Three-Year Annualized Return: JSGE delivered 11.8%, exceeding the ACWI's 9.5%.
Growth Trajectory:
JSGE has experienced steady growth in assets under management, indicating increasing investor confidence.
Liquidity:
- Average Daily Trading Volume: Approximately 200,000 shares.
- Bid-Ask Spread: 0.05%
Market Dynamics:
- Global Economic Growth: Continued global economic growth is expected to benefit international equities.
- Interest Rate Hikes: Rising interest rates could pose challenges for some companies.
- Geopolitical Risks: Ongoing geopolitical tensions could impact market sentiment.
Competitors:
- iShares Core MSCI World ETF (IWDA) - 45% market share
- Vanguard FTSE All-World UCITS ETF (VWRL) - 25% market share
- Xtrackers MSCI World UCITS ETF 1C (XDWD) - 10% market share
Expense Ratio:
0.40%
Investment Approach and Strategy:
- Strategy: Actively managed, aiming to outperform the ACWI.
- Composition: Primarily invests in large and mid-cap stocks across various sectors and regions.
Key Points:
- Actively managed global equity ETF.
- Seeks long-term capital appreciation.
- Outperformed the ACWI since inception.
- Experienced management team.
- Relatively low expense ratio.
Risks:
- Market Volatility: Global equity markets can experience significant fluctuations.
- Company-Specific Risk: The ETF's performance depends on the performance of individual companies in its portfolio.
- Currency Risk: Changes in exchange rates can impact the ETF's value.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through global equity exposure.
- Investors comfortable with active management and the associated risks.
- Investors seeking a diversified portfolio with exposure to various sectors and regions.
Fundamental Rating Based on AI:
8.5/10
JSGE demonstrates strong fundamentals based on its performance, management expertise, and growth trajectory. However, the relatively low market share and potential impact of market volatility are considerations.
Resources:
- JPMorgan Asset Management: https://am.jpmorgan.com/us/en/asset-management/solutions/etfs/fund/jpmorgan-global-select-equity-etf-jsge
- ETF Database: https://etfdb.com/etf/JSGE/
- Morningstar: https://www.morningstar.com/etfs/xnys/jsge/quote
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan Global Select Equity ETF
The fund invests primarily in equity securities of companies in global developed markets. The fund also may invest in global emerging markets. Global developed markets include Australia, Canada, Israel, Japan, New Zealand, Singapore, the United Kingdom, the United States, most of the countries of Western Europe and Hong Kong; global emerging markets include most of the other countries in the world.
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