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JGLOJpmorgan Global Select Equity ETF

Grow my money2y track recordRanked #583 of 2,993 in this goal

Seeks long-term capital appreciation.

By JPMorgan · Launched 2023

Annual Cost

0.47%

#2,366 of 5,853 · average

Fund Size

$6.9B

#369 of 5,853 · large

Return (1Y)Goal

+11.9%

Track Record

2 years

#3,075 of 5,853 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,197+12.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Large

Strategy

Active selection

Focus

ESG

Index tracked

MSCI World Index (net total return)

What it actually holds

By weight

Concentration

Top 10 holdings = 37.6% of fundwell diversified

NVIDIA Corp.
8.0%
Amazon.com, Inc.
5.2%
Microsoft Corp.
4.2%
Broadcom, Inc.
3.5%
Mastercard, Inc.
3.3%
Meta Platforms, Inc.
3.1%
Apple, Inc.
3.0%
Alphabet, Inc.
2.8%
Trane Technologies plc
2.3%
NextEra Energy, Inc.
2.2%

Asset allocation

Stocks
99.0%
Cash
1.0%

By sector

Technology
32.6%
Financial Services
17.1%
Consumer Cyclical
15.9%
Healthcare
9.7%
Industrials
8.3%
Communication
7.4%
Energy
3.2%
Utilities
2.4%
Other
3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.6%Moderate

Year-on-year price swings

Max drawdown
-16.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Market, NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests primarily in equity securities of companies in global developed and emerging markets, focusing on large cap, mid cap, and small cap securities. The Fund employs active trading strategies to achieve long-term capital appreciation.
Inception date
September 13, 2023
Fund family
JPMorgan

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Data updated on 2026-08-02