Delivering active management expertise and risk controls through the ETF structure
J.P. Morgan Asset Management is making significant strides in the world of asset management with the launch of two actively managed ETFs, the JPMorgan Global Select Equity ETF (JGLO) and the JPMorgan International Value ETF (JIVE), now trading on The Nasdaq Stock Market LLC. These funds are strategically designed to invest in equity securities, with benchmarks set against the MSCI World Index and MSCI ACWI ex USA Value Index.
JPMorgan Global Select Equity ETF (JGLO): Capturing Global Equity Markets
The JGLO ETF is designed to provide investors with exposure to global equity markets by primarily investing in the securities of large-cap companies. This fund is managed by a highly experienced equity management team boasting over 50 years of combined expertise. The team is led by industry veteran Helge Skibeli, CFA, based in London.
Helge Skibeli, CFA, who serves as the Chief Investment Officer for the Research Driven Process for International Equities and Global Portfolio Manager at J.P. Morgan Asset Management, emphasizes the importance of active strategies in any market environment. He notes, “Regardless of the market environment, investors demand an active strategy that seeks to capture attractive return opportunities without taking an undue risk. JGLO provides an attractive solution designed to help investors realize their financial goals and round out their portfolios with conviction.”
JPMorgan International Value ETF (JIVE): Unearthing Valuations Worldwide
The JIVE ETF aims to deliver long-term capital appreciation by identifying securities with attractive valuations in developed and emerging markets. The fund is managed by a seasoned team at J.P. Morgan, with Thomas Buckingham, CFA, and Harold Yu, CFA, serving as co-lead portfolio managers.
Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management, underscores the significance of these additions to their active ETF suite, stating, “The addition of both JGLO and JIVE supports the commitment to our growing active ETF suite by offering clients new tools to help them succeed in the current environment.”
Leading the Way in Asset Management
J.P. Morgan Asset Management is a formidable ETF issuer in the U.S., ranking in the top ten concerning Assets Under Management (AUM). Additionally, it claims the top spot for net active flows across active ETFs in the U.S. year to date.
About J.P. Morgan Asset Management:
With assets under management amounting to $2.8 trillion as of June 30, 2023, J.P. Morgan Asset Management is a global powerhouse in investment management. The firm serves a diverse client base, including institutions, retail investors, and high-net-worth individuals worldwide. Offering a broad spectrum of investment solutions in equities, fixed income, real estate, hedge funds, private equity, and liquidity, J.P. Morgan Asset Management has established itself as a leader in the industry. For more information, please visit J.P. Morgan Asset Management which represents the marketing name for the asset management businesses of JPMorgan Chase & Co. and its affiliates across the globe.
About JPMorgan Chase & Co.:
JPMorgan Chase & Co. (NYSE: JPM) is a prominent financial services firm headquartered in the United States. With a global presence, the company manages $3.9 trillion in assets and boasts $313 billion in stockholders’ equity as of June 30, 2023. JPMorgan Chase is a leader in various financial sectors, including investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It serves millions of customers in the U.S. and numerous corporate, institutional, and government clients worldwide under the J.P. Morgan and Chase brands.
