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Upturn AI SWOT - About
JPMorgan Global Select Equity ETF (JGLO)
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Upturn Advisory Summary
10/24/2025: JGLO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 26.84% | Avg. Invested days 85 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 51.78 - 64.35 | Updated Date 06/30/2025 |
52 Weeks Range 51.78 - 64.35 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan Global Select Equity ETF
ETF Overview
Overview
The JPMorgan Global Select Equity ETF (JGLO) is an actively managed ETF that seeks long-term capital appreciation by investing in a diversified portfolio of global equities. It aims to identify companies with strong fundamentals, attractive valuations, and sustainable competitive advantages.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history of managing assets.
Management Expertise
The ETF is managed by a team of experienced investment professionals with expertise in global equity markets.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed, focusing on fundamental research to identify undervalued companies with strong growth potential.
Composition Primarily holds a diversified portfolio of global equities, including both developed and emerging market stocks.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 106000000
Competitors
Key Competitors
- ACWI
- VEU
- VXUS
- IEFA
- SCHF
Competitive Landscape
The global equity ETF market is highly competitive, with numerous passive and active funds available. JGLO differentiates itself through its active management approach, focusing on in-depth fundamental analysis. However, it faces challenges from larger, lower-cost passive ETFs. JGLO's advantage lies in potentially outperforming the market through stock selection, but this also introduces higher risk. The disadvantage is its relatively smaller AUM compared to competitors.
Financial Performance
Historical Performance: Data unavailable. Performance should be measured over 1, 3, 5, and 10-year periods if available.
Benchmark Comparison: Data unavailable. Performance should be compared against a relevant global equity index like the MSCI ACWI.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
JGLO's average trading volume is relatively low, which may impact trade execution costs.
Bid-Ask Spread
The bid-ask spread for JGLO can vary but averages around 0.10%, reflecting moderate liquidity.
Market Dynamics
Market Environment Factors
Global economic conditions, interest rate policies, and geopolitical events significantly impact JGLO. Sector growth prospects and currency fluctuations also play a role.
Growth Trajectory
The growth of JGLO depends on its ability to generate alpha through active stock selection. Changes to the investment strategy and holdings will be dictated by market conditions and the investment team's outlook.
Moat and Competitive Advantages
Competitive Edge
JGLO benefits from JPMorgan's extensive research resources and experienced investment team. Its active management approach allows it to potentially outperform passive benchmarks by identifying undervalued companies. The ETFu2019s global focus provides diversification benefits. However, active management also carries the risk of underperformance relative to its benchmark. The fund focuses on strong fundamentals, quality balance sheets and a high degree of sustainable competitive advantages.
Risk Analysis
Volatility
JGLO's volatility is expected to be similar to that of the broader global equity market. Data unavailable to assess specific volatility metrics.
Market Risk
JGLO is subject to market risk, including economic downturns, geopolitical events, and fluctuations in currency exchange rates. Specific risks associated with the underlying assets depend on the geographical and sectoral allocation of the portfolio.
Investor Profile
Ideal Investor Profile
JGLO is suitable for investors seeking long-term capital appreciation through global equity exposure and who are comfortable with active management risks.
Market Risk
JGLO is more appropriate for long-term investors who believe in active management's ability to generate alpha, rather than passive index followers. However, the lower AUM may be a consideration.
Summary
The JPMorgan Global Select Equity ETF is an actively managed fund seeking long-term capital appreciation through global equity investments. It leverages JPMorgan's research capabilities to identify undervalued companies with strong fundamentals. While offering potential for outperformance, it carries the risks associated with active management and global market exposure. This ETF is suitable for long-term investors seeking global equity exposure and who are comfortable with the fund's active management strategy, even if it underperforms at times.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.