Head of global aggregate Myles Bradshaw (since November 2019), international fixed-income CIO Iain Stealey (since November 2009), and executive director Linda Raggi (since August 2013) are the lead managers of the strategy. They are backed by the well-resourced and experienced global aggregate team, which includes four additional portfolio managers. Idea generation and security selection across global rates, investment-grade, high-yield, securitized, emerging markets, and currency benefit from the expertise of sector specialist teams. In light of their extensive contributions to idea generation within their respective areas of focus, three comanagers were added: Séamus Mac Góráin on rates, Andreas Michalitsianos on investment-grade credit (both since July 2020), and Nick Wall on currency (since March 2023). We appreciate the experience and asset-allocation skills of the lead managers as well as the depth of resources available across the different sectors.
JPMorgan Global Bond Active ETF JPGB
Morningstar’s Analysis JPGB
Will JPGB outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JPM USD Liquidity LVNAV X (dist.) | 7.24 | 44.8 Mil | — |
United States Treasury Notes 4.5% | 7.07 | 43.8 Mil | Cash and Equivalents |
United States Treasury Notes 4.375% | 5.53 | 34.2 Mil | Government |
United States Treasury Notes 4.25% | 5.50 | 34.0 Mil | Government |
Germany (Federal Republic Of) 2.6% | 5.17 | 32.0 Mil | Government |
Spain (Kingdom of) 3.55% | 2.50 | 15.5 Mil | Government |
Aud/Usd 25sep24 | 2.28 | 14.1 Mil | Derivative |
Japan (Government Of) 0.5% | 1.69 | 10.5 Mil | Government |
Quebec (Province Of) 3.6% | 1.57 | 9.7 Mil | Government |
Fnma Pass-Thru I 3% | 1.54 | 9.5 Mil | Securitized |