{"id":541467,"date":"2026-07-24T05:47:19","date_gmt":"2026-07-24T05:47:19","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/541467\/"},"modified":"2026-07-24T05:47:19","modified_gmt":"2026-07-24T05:47:19","slug":"jpmorgan-dramatic-jump-in-ai-etfs-despite-rough-quarter","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/541467\/","title":{"rendered":"JPMorgan: Dramatic jump in AI ETFs despite rough quarter"},"content":{"rendered":"<p><img decoding=\"async\" class=\"InlineVideo-videoThumbnail\" src=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/07\/108337559-2ED4-ETF-Clip2-072026.jpg\" alt=\"JPMorgan&#x2019;s new 'Guide to ETFs'\"\/><\/p>\n<p>Wall Street is banking heavily on exchange-traded funds that give investors artificial intelligence exposure, according to J.P. Morgan Asset Management.<\/p>\n<p>The firm&#8217;s &#8220;Guide to ETFs,&#8221; which came out this month, finds it&#8217;s a top five theme by assets under management \u2014 <a href=\"https:\/\/www.cnbc.com\/2026\/06\/26\/global-tech-stocks-ai-infrastructure-costs-selloff-softbank-apple.html\" rel=\"nofollow noopener\" target=\"_blank\">even as volatility hit the group<\/a> in the second quarter.<\/p>\n<p>&#8220;Many [themes] are morphing towards AI and the ecosystem surrounding AI,&#8221; Jon Maier, the firm&#8217;s chief ETF strategist, told CNBC&#8217;s &#8220;<a href=\"https:\/\/www.cnbc.com\/etf-edge\/\" rel=\"nofollow noopener\" target=\"_blank\">ETF Edge<\/a>&#8221; this week.<\/p>\n<p>Maier, who led the insights team that published the report, also highlighted an overlapping relationship between AI-themed ETFs and infrastructure.<\/p>\n<p>&#8220;It&#8217;s all kind of feeding into the AI story \u2026 the applications, the energy [and] the AI models,&#8221; he said.<\/p>\n<p>Go with the flow? ETFs vs. mutual funds<\/p>\n<p>JPMorgan&#8217;s Guide to ETFs also found that mutual fund overall inflows are meaningfully tapering off while more money is flowing into ETFs.<\/p>\n<p>&#8220;That&#8217;s only going to continue,&#8221; said Maier, who added the report&#8217;s data showed negative inflows into mutual funds overall during the past several years.<\/p>\n<p>He also suggests that ETFs have become more attractive to retail investors because of the tax benefits.<\/p>\n<p>&#8220;They typically don&#8217;t pay a capital gain [tax],&#8221; he said.<\/p>\n<p>Maier contends mutual funds are a different story.<\/p>\n<p>&#8220;Imagine if you bought a mutual fund in 2022 and you&#8217;re down 20%, 30%, 40%, depending on what part of the market you bought, and you still got a capital gain of 6%. You&#8217;re not happy,&#8221; he said.<\/p>\n<p><a href=\"https:\/\/www.google.com\/preferences\/source?q=https:\/\/www.cnbc.com\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Wall Street is banking heavily on exchange-traded funds that give investors artificial intelligence exposure, according to J.P. Morgan&hellip;\n","protected":false},"author":2,"featured_media":514431,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,2342,2337,2339,4562,266463,553,222001,266462,219,63428,253198,162295,26755,2338,164347,5743,220,7454,111,139,69,14791,2340,2373,145,266464,4233],"class_list":["post-541467","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-breaking-news-economy","tag-breaking-news-investing","tag-breaking-news-markets","tag-breaking-news-technology","tag-bridge-and-tunnel-operation","tag-business-news","tag-capital-flows","tag-commercial-building-construction","tag-economy","tag-exchange-traded-funds","tag-first-trust-nasdaq-cln-edge-smart-grid-infra-ix-fd","tag-global-x-robotics-artificial-intelligence-etf","tag-highway","tag-investment-strategy","tag-ishares-u-s-technology-etf","tag-jpmorgan-chase-co","tag-markets","tag-mutual-funds","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-investing","tag-stock-markets","tag-taxes","tag-technology","tag-tortoise-ai-infrastructure-etf","tag-wall-street"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/541467","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=541467"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/541467\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/514431"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=541467"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=541467"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=541467"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}