Actively managed JGLO favors high-quality developed world stocks with special attention paid to the U.S. It may venture into emerging markets though. JGLO had rather strong results until the end of 2024. The consequence of recent softness is that its annualized total return is much weaker than that of URTH. In the current iteration, the portfolio is heavy in U.S. and European stocks. The majority of companies are the S&P 500 constituents. Growth, value, and quality are adequately balanced.
JPMorgan Global Select Equity ETF is an actively managed ETF focusing on value, free cash flow, and earnings growth in global stocks. The fund is overweight in U.S. large companies and the technology sector, with the top 10 holdings representing 40.6% of assets. JGLO has outperformed the MSCI World Index and popular global equity ETFs in its 10-month history, showing promising potential.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 161 | $10,894.87 | $11,603.27 | $708.4 | 6.5% |
Jeff Ameen Spire Wealth Management | 87 | $5,895.99 | $6,253.6 | $357.61 | 6.07% |
| RE Rod Ehrlich Wayfinding Financial LLC | 19,140 | $1.13M | $1.38M | $252,366.14 | 22.38% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 65,410 | $4.43M | $4.72M | $286,495.8 | 6.46% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 708 | $47,019.96 | $50,937.06 | $3,917.1 | 8.33% |
| NASDAQ (NGS) Exchange | US Country |
The fund is a dynamic investment vehicle focusing on equity securities across a broad spectrum of geographical markets. It primarily targets companies located in global developed markets, aiming to leverage the stability and growth potential of these regions. Additionally, the fund sees value in diversifying its portfolio by including strategic investments in global emerging markets. This blend of developed and emerging market exposures is designed to optimize growth opportunities while managing the risk associated with global equity investments.
The fund commits a significant portion of its resources to investing in equity securities of companies based in developed markets. These markets include, but are not limited to, Australia, Canada, Israel, Japan, New Zealand, Singapore, the United Kingdom, the United States, most Western European countries, and Hong Kong. The focus on developed markets is driven by their economic stability, mature financial markets, and the potential for steady growth.
In addition to developed markets, the fund actively seeks opportunities in global emerging markets. These markets comprise countries that are on the path to development and exhibit potential for rapid economic growth. Investing in emerging markets allows the fund to diversify its investment portfolio, spread risk, and capitalize on the higher growth rates that these markets may offer compared to more developed economies.