The JPMorgan Global Select Equity ETF (JGLO) is an exchange-traded fund designed to provide long-term capital appreciation through a diversified portfolio of global equities. The ETF is managed by J.P. Morgan Asset Management and trades under the ticker JGLO on the NYSE Arca.

Classified as an actively managed equity ETF, the fund invests in companies across multiple countries and industries selected through fundamental research. Its investment strategy seeks businesses with sustainable growth prospects, strong business models, and valuations that the portfolio managers consider attractive.

Unlike an ETF designed to track a specific index, JGLO is actively managed. Portfolio managers have the flexibility to invest in companies from both developed and emerging markets, adjusting the portfolio based on their views of individual companies, sectors, and geographic regions.

Diversification and sector exposure

JGLO provides exposure primarily associated with:

• Global companies.

• Developed markets.

• Emerging markets.

• Information technology.

• Financials.

• Healthcare.

• Industrials.

• Active stock selection strategy.

The portfolio includes companies from multiple regions around the world, providing broad geographic and sector diversification through an actively managed approach focused on identifying businesses with long-term appreciation potential.

The ETF's performance generally reflects both the performance of global equity markets and the portfolio managers' ability to identify companies capable of outperforming the broader market over time.

Structure and costs

JGLO shares trade on the secondary market on the NYSE Arca during regular trading hours. Share creation and redemption occur through authorized participants, helping keep the ETF's market price aligned with its net asset value (NAV).

The fund charges a management fee as outlined in its prospectus and does not apply a performance fee. Dividends received from portfolio holdings may be distributed periodically to shareholders according to the fund's distribution policy.

History and evolution of the ETF

The JPMorgan Global Select Equity ETF was launched in 2023 to provide investors with access to an actively managed global equity strategy in an exchange-traded fund format.

Since inception, the fund has invested in companies selected through fundamental research, seeking to build a portfolio of businesses with strong fundamentals and long-term growth potential.

Over time, the ETF has reflected conditions across global equity markets, changes in the macroeconomic environment, and the evolving investment opportunities identified by the portfolio management team at J.P. Morgan Asset Management.

Additional Information

JPMorgan Global Select Equity ETF (United States) is an exchange-traded fund (ETF), with assets under management totaling $6.66 billion.

Over the past 12 months, JPMorgan Global Select Equity ETF recorded a return of 14.14%, with its price trading between $63.37 and $73.08 during the same period.

The ETF is traded under the ticker JGLO.