{"id":4363,"date":"2026-07-24T05:19:56","date_gmt":"2026-07-24T05:19:56","guid":{"rendered":"https:\/\/finzexpert.com\/blog\/dramatic-jump-in-ai-etfs-despite-rough-quarter\/"},"modified":"2026-07-24T05:19:56","modified_gmt":"2026-07-24T05:19:56","slug":"dramatic-jump-in-ai-etfs-despite-rough-quarter","status":"publish","type":"post","link":"https:\/\/finzexpert.com\/blog\/dramatic-jump-in-ai-etfs-despite-rough-quarter\/","title":{"rendered":"Dramatic jump in AI ETFs despite rough quarter"},"content":{"rendered":"\n<div id=\"SpecialReportArticle-ArticleBody-6\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"SpecialReportArticle-articleBody-6-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108337533\">\n<div role=\"button\" tabindex=\"0\" id=\"Placeholder-ArticleBody-Video-108337533\" class=\"PlaceHolder-wrapper\" data-vilynx-id=\"7000419285\" data-test=\"VideoPlaceHolder\">\n<div class=\"InlineVideo-videoEmbed\" id=\"InlineVideo-0\" data-test=\"InlineVideo\">\n<div class=\"InlineVideo-wrapper\">\n<div class=\"InlineVideo-inlineThumbnailContainer\"><span class=\"InlineVideo-videoButton\"\/><span\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\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 even as volatility hit the group 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;ETF Edge&#8221; this week.<\/p>\n<\/div>\n<div class=\"group\">\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<h3 class=\"ArticleBody-smallSubtitle\"><strong>Go with the flow? ETFs vs. mutual funds<\/strong><\/h3>\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<\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"SpecialReportArticle-GooglePreferredSource-6\">Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Wall Street is banking heavily on exchange-traded funds that give investors artificial intelligence exposure, according to J.P. Morgan Asset Management. 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 even as volatility hit the group in the second quarter. &#8220;Many [themes] are morphing [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":4364,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2469,2196,282,1878,1089],"class_list":["post-4363","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-loan","tag-dramatic","tag-etfs","tag-jump","tag-quarter","tag-rough"],"_links":{"self":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts\/4363","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/comments?post=4363"}],"version-history":[{"count":0,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts\/4363\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/media\/4364"}],"wp:attachment":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/media?parent=4363"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/categories?post=4363"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/tags?post=4363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}