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JTEK - ETF AI Analysis

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JTEK

JPMorgan U.S. Tech Leaders ETF (JTEK)

Rating:69Neutral
Price Target:
JTEK, the JPMorgan U.S. Tech Leaders ETF, earns a solid overall rating thanks to its focus on leading technology names with strong growth drivers, especially Alphabet, ASML, Nvidia, Broadcom, and Lam Research, which benefit from powerful trends in AI, cloud, and advanced chips. These strengths are partly offset by holdings like Take-Two and Intel, where profitability and cash flow challenges, along with valuation concerns, weigh on the fund. The main risk factor is the ETF’s heavy concentration in high-valuation U.S. tech and semiconductor companies, which could be more volatile if growth expectations or demand for AI and chips weaken.
Positive Factors
Strong Tech Leaders in Top Holdings
Many of the largest positions, especially in semiconductors and cybersecurity, have shown strong year-to-date performance, helping drive the fund’s returns.
Focused Exposure to U.S. Technology
The ETF is heavily tilted toward U.S. technology and related sectors, giving investors concentrated access to leading growth companies in the tech space.
Healthy Asset Size
With several billion dollars in assets under management, the fund is sizable, which can support better liquidity and trading efficiency for investors.
Negative Factors
High Sector Concentration
A large majority of the portfolio is in technology and communication services, which increases the risk if these sectors face a downturn.
Mixed Performance Among Top Holdings
Some major positions, such as Tesla and Take-Two, have shown weak year-to-date performance, which can offset gains from stronger stocks.
Relatively High Expense Ratio
The fund’s expense ratio is higher than many broad market index ETFs, meaning more of the returns are used to cover fees.

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

JTEK Summary

JPMorgan U.S. Tech Leaders ETF (JTEK) is a U.S.-focused fund that follows a broad technology theme, aiming to invest in leading companies driving digital innovation. It holds well-known names like Alphabet (Google) and Nvidia, along with firms in areas such as cloud computing, artificial intelligence, and cybersecurity. Investors might consider JTEK if they want growth potential and instant diversification across many top tech stocks without picking individual companies. However, because it is heavily focused on technology and related sectors, its price can rise and fall sharply with changes in the tech market.
How much will it cost me?The JPMorgan U.S. Tech Leaders ETF (JTEK) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting leading tech companies rather than tracking a broad index.
What would affect this ETF?The JPMorgan U.S. Tech Leaders ETF (JTEK) could benefit from continued advancements in technology areas like artificial intelligence, cloud computing, and cybersecurity, as well as strong performance from its top holdings such as Nvidia and Meta Platforms. However, rising interest rates or regulatory changes targeting the tech sector could negatively impact growth-focused companies in the fund. Additionally, broader economic challenges in the U.S., where the ETF is geographically concentrated, may pose risks to its performance.

JTEK Top 10 Holdings

JTEK is leaning hard into U.S. tech, with a clear tilt toward AI chips and cybersecurity. Nvidia and AMD are the engines of the fund, riding strong momentum in data centers and AI, while Broadcom and ASML add steady strength from the semiconductor supply chain. Cybersecurity names like Palo Alto Networks and CrowdStrike are rising, giving the portfolio a defensive edge in a digital world. On the flip side, Alphabet has been losing a bit of steam and Intel’s mixed trajectory has occasionally dragged on returns. Overall, it’s a U.S.-centric bet on cutting-edge tech innovation.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Alphabet Class C4.43%$181.07M$4.08T87.76%
82
Outperform
Broadcom4.15%$169.37M$1.85T34.87%
76
Outperform
Palo Alto Networks4.10%$167.67M$265.43B91.94%
73
Outperform
Take-Two4.10%$167.29M$46.26B10.13%
53
Neutral
Nvidia3.77%$154.10M$4.72T15.56%
76
Outperform
Snowflake3.17%$129.43M$103.32B43.05%
54
Neutral
CrowdStrike Holdings2.99%$122.01M$188.60B70.92%
67
Neutral
Microsoft2.96%$120.94M$3.35T-11.33%
79
Outperform
Intel2.84%$116.17M$459.66B367.12%
64
Neutral
Cloudflare2.82%$115.37M$100.64B39.41%
61
Neutral

JTEK Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
103.24
Negative
100DMA
96.41
Negative
200DMA
93.02
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JTEK, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 98.96, equal to the 50-day MA of 103.24, and equal to the 200-day MA of 93.02, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JTEK.

JTEK Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$4.09B0.65%
69
Neutral
$6.40B0.57%
74
Outperform
$1.79B0.19%
69
Neutral
$1.44B0.75%
65
Neutral
$1.32B0.49%
65
Neutral
$1.19B0.15%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JTEK
JPMorgan U.S. Tech Leaders ETF
94.43
9.88
11.69%
THRO
Ishares U.S. Thematic Rotation Active Etf
DFAR
Dimensional US Real Estate ETF
PWRD
Tcw Transform Systems Etf
UTES
Virtus Reaves Utilities ETF
LCTU
BlackRock U.S. Carbon Transition Readiness 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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