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JPXN - ETF AI Analysis

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JPXN

iShares Japan Large-Cap (JPXN)

Rating:70Outperform
Price Target:
JPXN’s rating reflects a solid, but not outstanding, overall quality driven largely by strong Japanese financial and industrial leaders. Major holdings like Mizuho Financial Group, Sumitomo Mitsui Financial Group, Mitsubishi UFJ Financial Group, and Murata Manufacturing support the fund with robust financial performance, bullish price trends, and reasonable valuations, while weaker names such as SoftBank Group and Mitsubishi, with higher leverage, cash flow challenges, and weaker momentum, slightly drag on the score. The main risk is the fund’s heavy exposure to a concentrated set of large Japanese companies, including several banks, which can increase sensitivity to Japan’s economic and financial sector conditions.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, which suggests its strategy and holdings have recently been working well for investors.
Leading Japanese Blue-Chip Holdings
Many of the top positions, such as major technology and financial companies, have shown strong to steady performance, helping drive the fund’s overall returns.
Broad Sector Diversification Within Japan
Exposure across many sectors—including industrials, technology, financials, consumer, and others—helps reduce the impact if any single industry in Japan faces a downturn.
Negative Factors
High Geographic Concentration in Japan
With the vast majority of assets invested in Japanese companies, the fund is heavily exposed to Japan-specific economic and market risks.
Moderately High Expense Ratio
The fund’s ongoing fee is on the higher side for a large-cap ETF, which can gradually eat into long-term returns compared with lower-cost alternatives.
Recent Short-Term Pullback
The ETF has experienced a weak recent one-month stretch, which may signal short-term volatility that investors should be prepared to tolerate.

JPXN vs. SPDR S&P 500 ETF (SPY)

JPXN Summary

JPXN is the iShares Japan Large-Cap ETF, which follows the JPX-Nikkei Index 400 and focuses on big, leading companies in Japan. It holds major names like SoftBank Group and Mitsubishi UFJ Financial Group, across industries such as technology, finance, and industrials. Investors might consider JPXN to diversify internationally and tap into the growth potential of Japan’s large, established businesses while still spreading risk across many companies. However, the ETF’s value can go up and down with the Japanese stock market and currency movements, so returns may be volatile.
How much will it cost me?The iShares Japan Large-Cap ETF (JPXN) has an expense ratio of 0.48%, which means you’ll pay $4.80 per year for every $1,000 invested. This is slightly higher than average because it is designed to track a specific index of large-cap Japanese companies, requiring more management than broad passive funds. It’s still a reasonable cost for the exposure it provides.
What would affect this ETF?The iShares Japan Large-Cap ETF (JPXN) could benefit from Japan's economic recovery, advancements in technology and industrial innovation, and increased global interest in Asia-Pacific markets. However, potential risks include fluctuations in the yen, global economic slowdowns, and sector-specific challenges in industries like financials and consumer cyclical, which are sensitive to interest rates and consumer demand. Regulatory changes or geopolitical tensions in the Asia-Pacific region could also impact performance.

JPXN Top 10 Holdings

JPXN leans heavily into Japan’s financial giants and tech champions, with names like Mizuho, Sumitomo Mitsui, and Mitsubishi UFJ providing a steady tailwind as bank stocks keep grinding higher. On the growth side, Advantest, Recruit, and Murata are the real engines, with rising share prices reflecting strong demand for Japanese tech and services. Tokyo Electron is pausing for breath after a strong run, while SoftBank feels more like a wobbling wheel, with mixed fundamentals and weaker recent momentum. Overall, it’s a Japan-only bet, tilted toward big banks and high-flying tech.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Recruit Holdings Co2.19%$3.05M¥23.29T91.79%
67
Neutral
Itochu1.84%$2.56M¥18.07T21.11%
68
Neutral
Hitachi,Ltd.1.80%$2.50M¥24.29T29.93%
77
Outperform
Mitsui & Co1.70%$2.37M¥14.55T30.42%
74
Outperform
Mitsubishi1.69%$2.35M¥16.53T43.31%
60
Neutral
Mitsubishi UFJ Financial Group1.68%$2.33M¥40.87T44.45%
76
Outperform
Sony1.67%$2.32M¥22.04T-17.67%
73
Outperform
Tokio Marine Holdings1.64%$2.29M¥15.42T12.58%
66
Neutral
Mizuho Financial Group1.64%$2.28M¥20.89T75.58%
77
Outperform
Sumitomo Mitsui Financial Group1.59%$2.21M¥25.93T66.18%
77
Outperform

JPXN Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
101.54
Positive
100DMA
99.85
Positive
200DMA
95.61
Positive
Market Momentum
MACD
0.65
Positive
RSI
57.85
Neutral
STOCH
60.23
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPXN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 103.10, equal to the 50-day MA of 101.54, and equal to the 200-day MA of 95.61, indicating a bullish trend. The MACD of 0.65 indicates Positive momentum. The RSI at 57.85 is Neutral, neither overbought nor oversold. The STOCH value of 60.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JPXN.

JPXN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$139.24M0.48%
70
Outperform
$792.73M0.15%
72
Outperform
$704.33M0.45%
69
Neutral
$339.94M0.58%
69
Neutral
$265.06M0.80%
69
Neutral
$226.87M0.09%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JPXN
iShares Japan Large-Cap
104.57
21.18
25.40%
EWJV
iShares MSCI Japan Value ETF
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
OPPJ
WisdomTree Japan Opportunities Fund
FJP
First Trust Japan AlphaDEX Fund
FLJH
Franklin FTSE Japan Hedged ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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