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JGLOJpmorgan Global Select Equity ETF

Grow my money3y track recordRanked #592 of 3,055 in this goal

Seeks long-term capital appreciation.

By JPMorgan · Launched 2023

Annual Cost

0.47%

#2,464 of 6,040 · average

Fund Size

$6.6B

#399 of 6,040 · large

Return (1Y)

+8.8%

Track Record

3 years

#3,087 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,871+8.7%

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)

Holdings

By weight

Concentration

Top 10 holdings = 37.6% of funddiversified

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
99.4%
Cash
0.6%

By sector

Technology
33.4%
Financial Services
17.0%
Consumer Cyclical
16.0%
Healthcare
8.9%
Communication
8.0%
Industrials
7.0%
Energy
3.9%
Utilities
2.5%
Other
3.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.7%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 Select Market, NASDAQ Global 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

Next steps

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Data updated on 2026-09-18