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Upturn AI SWOT - About
JPMorgan Global Select Equity ETF (JGLO)
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Upturn Advisory Summary
04/01/2025: JGLO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 13.71% | Avg. Invested days 75 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 246203 | Beta - | 52 Weeks Range 53.99 - 62.93 | Updated Date 04/1/2025 |
52 Weeks Range 53.99 - 62.93 | Updated Date 04/1/2025 |
Upturn AI SWOT
JPMorgan Global Select Equity ETF
ETF Overview
Overview
The JPMorgan Global Select Equity ETF (JGLO) seeks long-term capital appreciation by investing in a diversified portfolio of global equities, using a bottom-up stock selection process focused on identifying companies with attractive valuations and strong fundamentals.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history of managing investment funds.
Management Expertise
The management team has considerable experience in global equity investing, employing a disciplined and research-intensive approach.
Investment Objective
Goal
To achieve long-term capital appreciation through investments in global equities.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. Instead, it employs active management, selecting stocks based on fundamental analysis and valuation.
Composition The ETF primarily holds stocks of companies located in various countries around the world.
Market Position
Market Share: JGLO's market share is relatively small compared to broad global equity ETFs.
Total Net Assets (AUM): 44.44
Competitors
Key Competitors
- ACWI
- VT
- VEA
- VWO
Competitive Landscape
The global equity ETF market is highly competitive. JGLO distinguishes itself through its active management and bottom-up stock selection. Advantages may include outperformance potential, while disadvantages include higher fees and potential underperformance relative to passive indices.
Financial Performance
Historical Performance: Historical performance can be found on financial websites. The ETF has been in operation for a short time.
Benchmark Comparison: Benchmark comparison should be assessed relative to a global equity index like MSCI ACWI.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average trading volume of JGLO is low, which could impact trade execution.
Bid-Ask Spread
The bid-ask spread varies but may be wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
Global economic growth, interest rates, and geopolitical events influence the performance of JGLO. Sector growth prospects and currency fluctuations are also important.
Growth Trajectory
Growth trends are dependent on the fund manager's ability to pick outperform stocks and overall global economic growth.
Moat and Competitive Advantages
Competitive Edge
JGLO's competitive advantage lies in JPMorgan's established research capabilities and experienced management team, employing a disciplined approach to stock selection based on in-depth fundamental analysis and valuation considerations. The fund's active management approach allows for flexibility in navigating changing market conditions. The bottom-up strategy allows the managers to find undervalued companies. Overall, the combination of JPMorgan's resources and stock picking is aimed to provide long-term capital appreciation.
Risk Analysis
Volatility
Volatility is typical of global equity investments. It is influenced by market fluctuations and individual stock movements.
Market Risk
Market risk includes the potential for losses due to economic downturns, geopolitical events, and changes in investor sentiment. Currency risk is also present.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through global equity exposure and is comfortable with active management and the associated fees.
Market Risk
JGLO is best suited for long-term investors with a moderate to high risk tolerance who are seeking global equity exposure and are willing to pay for active management.
Summary
JPMorgan Global Select Equity ETF (JGLO) offers exposure to global equities through active management. It aims for long-term capital appreciation by identifying undervalued stocks. While its active management provides the potential to outperform passive benchmarks, its higher fees and lower liquidity should be considered. It is suitable for long-term investors comfortable with global equity risk and active management fees. Investors should compare its performance against a broad global equity index to evaluate its effectiveness.
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IXUS
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IXUS
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VT
Vanguard Total World Stock Index Fund ETF Shares
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VXUS
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VXUS
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Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market data can change rapidly.
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
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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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