JGLOJpmorgan Global Select Equity ETF

Grow my money2y track recordRanked #580 of 2,960 in this goal

Seeks long-term capital appreciation.

By JPMorgan · Launched 2023

Annual Cost

0.47%

#2,305 of 5,562 · average

Fund Size

$7.1B

#349 of 5,562 · large

Return (1Y)Goal

+15.9%

Track Record

2 years

#3,153 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,583+15.8%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Large

Strategy

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 35.5% of fund✓ well diversified

NVIDIA Corp.

7.1%

Microsoft Corp.

4.7%

Amazon.com, Inc.

4.4%

Apple, Inc.

3.6%

Meta Platforms, Inc.

3.2%

Exxon Mobil Corp.

3.1%

Alphabet, Inc.

2.9%

Walt Disney Co. (The)

2.2%

Mastercard, Inc.

2.2%

Safran SA

2.1%

Asset allocation

Stocks

98.9%

Cash

1.1%

By sector

Technology

31.6%

Financial Services

17.3%

Consumer Cyclical

16.1%

Healthcare

8.6%

Communication

8.2%

Industrials

7.8%

Energy

3.9%

Utilities

2.2%

Other

4.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.1%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

Where to buy

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 markets, with some exposure to emerging markets. Focuses on large-cap stocks, using active selection based on proprietary research and ESG factors.
Inception date: September 13, 2023
Fund family: JPMorgan