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JPMorgan U.S. Tech Leaders ETF (JTEK)
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Upturn Advisory Summary
11/07/2025: JTEK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 44.17% | Avg. Invested days 85 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/07/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 55.66 - 85.28 | Updated Date 06/30/2025 |
52 Weeks Range 55.66 - 85.28 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan U.S. Tech Leaders ETF
ETF Overview
Overview
The JPMorgan U.S. Tech Leaders ETF (JTEK) seeks to provide investment results that closely correspond to the performance of the Morningstar US Technology Leaders Index. It primarily invests in U.S. technology companies with strong financial performance and leadership positions in their respective industries. The ETF focuses on large-cap technology firms, employing a rules-based index methodology.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long track record in asset management.
Management Expertise
JPMorgan has a team of experienced portfolio managers and analysts dedicated to managing its ETF offerings.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Morningstar US Technology Leaders Index.
Investment Approach and Strategy
Strategy: JTEK tracks the Morningstar US Technology Leaders Index, which employs a rules-based methodology to select and weight U.S. technology companies.
Composition The ETF primarily holds stocks of large-cap U.S. technology companies.
Market Position
Market Share: Data Unavailable.
Total Net Assets (AUM): 256000000
Competitors
Key Competitors
- XLK
- VGT
- QQQ
Competitive Landscape
The technology ETF market is highly competitive, dominated by larger, more established ETFs like XLK, VGT, and QQQ. JTEK differentiates itself through its specific index methodology, focusing on technology leaders. However, it faces challenges in gaining significant market share due to the strong brand recognition and liquidity of its competitors.
Financial Performance
Historical Performance: Historical performance data is not available in this response.
Benchmark Comparison: Benchmark comparison data is not available in this response.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
JTEK's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
JTEK's bid-ask spread is generally tight, reflecting its liquidity and efficient market making.
Market Dynamics
Market Environment Factors
Economic indicators like GDP growth, interest rates, and inflation influence technology spending. Sector growth is driven by innovation, digital transformation, and consumer demand for technology products and services. Current market conditions, including investor sentiment and risk appetite, also impact JTEK's performance.
Growth Trajectory
The ETF's growth is tied to the overall performance of the U.S. technology sector. Changes to its strategy and holdings are primarily driven by updates to the Morningstar US Technology Leaders Index.
Moat and Competitive Advantages
Competitive Edge
JTEK's competitive advantages include its affiliation with JPMorgan, a reputable financial institution, and its focus on technology leaders through a rules-based index. This approach aims to capture the performance of established technology companies with strong fundamentals. The low expense ratio of 0.12% is also attractive. The ETF's objective is to provide a focused exposure to leading U.S. tech companies, potentially outperforming broader tech ETFs.
Risk Analysis
Volatility
Historical volatility data is not available in this response.
Market Risk
Specific risks include technology sector concentration, exposure to growth stocks, and potential impact from regulatory changes affecting the technology industry. General market downturns and economic slowdowns can also negatively impact JTEK's performance.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking targeted exposure to leading U.S. technology companies and has a long-term investment horizon.
Market Risk
JTEK is suitable for long-term investors and passive index followers seeking technology sector exposure.
Summary
JPMorgan U.S. Tech Leaders ETF (JTEK) offers targeted exposure to leading U.S. technology companies by tracking the Morningstar US Technology Leaders Index. JPMorgan's reputation as a financial institution instills reliability, while a rules-based methodology ensures a disciplined approach. While competitive in the technology sector, JTEK is comparatively smaller in total asset size than its rivals. JTEK with its low expense ratio of 0.12% makes it a favorable option for long-term growth-focused investors with a higher risk tolerance in the technology market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- 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 U.S. Tech Leaders ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest primarily in equity securities issued by technology and technology-enabled companies which the adviser believes are leaders and where the magnitude and/or duration of future growth for these companies is underappreciated by the market.
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