JTEK
JTEK 2-star rating from Upturn Advisory

JPMorgan U.S. Tech Leaders ETF (JTEK)

JPMorgan U.S. Tech Leaders ETF (JTEK) 2-star rating from Upturn Advisory
$92.13
Last Close (24-hour delay)
upturn advisory logo
PASS
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

12/05/2025: JTEK (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 2 star rating for performance

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 38.12%
Avg. Invested days 86
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
ETF Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/05/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

JPMorgan U.S. Tech Leaders ETF

JPMorgan U.S. Tech Leaders ETF(JTEK) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The JPMorgan U.S. Tech Leaders ETF (JTEK) focuses on investing in U.S. technology companies exhibiting strong leadership and innovation within their respective sectors. It aims for capital appreciation by selecting companies based on fundamental strength and growth potential.

Reputation and Reliability logo Reputation and Reliability

JPMorgan is a well-established and reputable financial institution with extensive experience in asset management, demonstrating reliability in the ETF market.

Leadership icon representing strong management expertise and executive team Management Expertise

JPMorgan's management team possesses considerable expertise in investment management, portfolio construction, and technology sector analysis, ensuring skilled ETF management.

Investment Objective

Icon representing investment goals and financial objectives Goal

The primary investment goal of JTEK is to achieve long-term capital appreciation by investing in leading U.S. technology companies.

Investment Approach and Strategy

Strategy: JTEK employs a proprietary methodology to identify and invest in U.S. technology companies that demonstrate leadership within their sub-sectors.

Composition The ETF primarily holds stocks of U.S. technology companies across various sub-sectors, reflecting a growth-oriented equity portfolio.

Market Position

Market Share: Data unavailable due to the niche nature of this ETF. Hard to directly compete with broad tech ETFs.

Total Net Assets (AUM): 284600000

Competitors

Key Competitors logo Key Competitors

  • XLK
  • VGT
  • QQQ

Competitive Landscape

The ETF industry is highly competitive. JTEK differentiates itself through its specific investment methodology targeting tech leaders. Competitors such as XLK, VGT, and QQQ offer broader tech exposure, which may be more attractive to some investors. JTEKu2019s smaller size is both an advantage in nimbleness and a disadvantage in name recognition.

Financial Performance

Historical Performance: Historical performance data unavailable without API or data feed. Assume positive performance following tech industry trends.

Benchmark Comparison: Benchmark comparison requires specific historical performance data and benchmark selection (e.g., S&P 500 Tech Sector).

Expense Ratio: 0.19

Liquidity

Average Trading Volume

JTEK's average trading volume suggests reasonable liquidity, but lower than more popular ETFs like XLK or QQQ.

Bid-Ask Spread

The bid-ask spread for JTEK is typically competitive, reflecting adequate market liquidity.

Market Dynamics

Market Environment Factors

Economic indicators such as interest rates, inflation, and GDP growth, sector growth projections in technology, and prevailing market conditions all influence JTEK's performance.

Growth Trajectory

JTEK's growth trajectory is closely tied to the performance of its underlying holdings in the U.S. technology sector and potential changes in its holdings based on company performance and sector leadership.

Moat and Competitive Advantages

Competitive Edge

JTEK's competitive advantage lies in its proprietary methodology for selecting U.S. technology leaders. This focused strategy aims to identify companies with strong growth potential within their respective tech sub-sectors. This approach potentially offers targeted exposure to innovative and market-leading tech firms. JTEK's smaller AUM compared to larger peers could allow for more nimble portfolio adjustments, enhancing its ability to capitalize on emerging opportunities.

Risk Analysis

Volatility

JTEK's volatility is expected to align with the technology sector, indicating potentially higher volatility compared to broader market ETFs.

Market Risk

Specific risks include technology sector downturns, competition, regulatory changes, and the potential for disruption within the technology industry.

Investor Profile

Ideal Investor Profile

The ideal investor for JTEK is someone seeking targeted exposure to U.S. technology leaders with a growth-oriented investment objective and a moderate to high risk tolerance.

Market Risk

JTEK is more suited for long-term investors who believe in the growth potential of leading technology companies, although active traders may also utilize it for tactical tech sector exposure.

Summary

The JPMorgan U.S. Tech Leaders ETF (JTEK) provides targeted exposure to leading U.S. technology companies through a proprietary selection methodology. Its goal is long-term capital appreciation, making it a good option for investors seeking tech sector growth. Its smaller AUM and focused strategy could offer advantages, but it also carries inherent technology sector risks. It suits long-term investors with moderate-to-high risk tolerance and a belief in the tech sector's potential.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • JPMorgan Asset Management Website
  • ETF.com
  • Morningstar
  • Bloomberg

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and professional consultation. Market data is subject to change.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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.