Global Index Mail

Research evidence excerpt

Global Index Mail

Min Moon AC Global Markets Strategy

(1-212 ) 272-8456 16 July 2026 J P M O R G A N

min.k.moon@jpmorgan.com

approximately $112.8 million from Greece. The estimated weight of Greece in the FTSE

DM All Cap Ex-US is expected to be around 0.27%, down from approximately 0.70%

in the FTSE EM All Cap Index. Vietnam will be promoted to Emerging Market status

(EM) in conjunction with the September 2026 semi-annual review subject to an

interim review in March 2026. We estimate 22 Vietnam stocks could be potentially

added to FTSE EM indices based on current market cap. The estimated passive inflow

could be around $1.3bn with an estimated weight of 0.34% in the FTSE Emerging Market

All Cap index.

• J.P. Morgan 2025 Global ETF Handbook : The 2025 J.P. Morgan ETF Handbook

provides a detailed overview of the ~$15 Tr global ETF market. The first part of the report

describes ETF markets in the Americas, Europe and Asia, and discusses new market

developments and trends in the industry. Topics discussed include actively managed

ETFs, option-based ETFs, cryptocurrency ETFs, the ETF/mutual fund dual-share-class

proposal, fixed income ETFs, levered ETFs, single stock ETFs, conversions, new

launches, fees, liquidity, ETF options, and investor flows. The second part of the report

provides a categorized listing of US ETFs (with AUM >$100Mn), grouped by asset class

and market segment. Additionally, you can access a comprehensive electronic database

of all ETFs trading worldwide here.

• The J.P. Morgan 2026 Global Index Handbook contains an overview of passive

indexation, special topic on trading index changes, a summary of index methodologies

employed by major index providers, as well as a detailed schedule of index rebalance

events in 2026 globally.