JGRO - ETF AI Analysis
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JPMorgan Active Growth ETF (JGRO)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Leading Tech Holdings
Several of the largest technology positions, including major chipmakers and platform companies, have shown strong gains, helping support the ETF’s overall performance.
Sector Diversification Beyond Technology
While technology is the largest slice, the fund also holds meaningful exposure to communication services, industrials, health care, and consumer sectors, which can help spread risk across different parts of the economy.
Large Asset Base
The ETF manages a sizable pool of assets, which can support trading liquidity and make it easier for investors to enter and exit positions.
Negative Factors
Heavy Concentration in a Few Tech Names
A small number of large technology stocks make up a significant share of the portfolio, increasing the impact that any one company’s weakness can have on the fund.
High U.S. Market Dependence
With nearly all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly sensitive to the U.S. market’s ups and downs.
Moderate Expense Ratio
The fund’s ongoing fee is higher than many low-cost index ETFs, which can slightly reduce long-term returns compared with cheaper alternatives.
JGRO vs. SPDR S&P 500 ETF (SPY)
AUM9.51B
RegionNorth America
Expense Ratio0.44%
Beta1.20
IssuerJPMorgan
Inception DateAug 08, 2022
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume836,081
30 Day Avg. Volume622,984
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
117.16Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering128
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JGRO Summary
JGRO is the JPMorgan Active Growth ETF, focused on large U.S. companies with strong growth potential rather than tracking a fixed index. It is heavily tilted toward technology and communication services, aiming to find innovative businesses that can grow faster than the overall market. Well-known holdings include Nvidia, Alphabet (Google), and Apple. Investors might consider JGRO if they want long-term growth and exposure to leading tech and growth companies in a single fund. A key risk is that, because it leans heavily on growth and tech stocks, its price can rise and fall sharply with changes in the market and investor sentiment.
How much will it cost me?The JPMorgan Active Growth ETF (JGRO) has an expense ratio of 0.44%, which means you’ll pay $4.40 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, meaning investment professionals are selecting stocks rather than tracking an index.
What would affect this ETF?The JPMorgan Active Growth ETF (JGRO) could benefit from continued innovation and strong performance in the technology sector, which makes up nearly half of its portfolio and includes leading companies like Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact growth stocks, particularly in sectors like consumer cyclical and communication services, which are sensitive to changes in consumer spending and borrowing costs. Additionally, regulatory scrutiny on major tech firms could pose risks to some of its top holdings.
JGRO Top 10 Holdings
JGRO is leaning heavily into U.S. Big Tech and chipmakers, with Nvidia and Alphabet acting as twin engines for long-term growth, even though Alphabet has been lagging lately. Apple has been rising steadily and helps smooth out some of that volatility, while Broadcom and AMD add more semiconductor firepower with mixed but generally positive momentum. Micron has been on a tear over the past few months, reinforcing the fund’s AI and data-center theme, whereas Tesla is dragging the fund and reminding investors that not every growth story is firing on all cylinders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.07% | $1.05B | $4.86T | 15.56% | 76 Outperform | |
| Alphabet Class C | 10.93% | $1.04B | $4.36T | 87.76% | 82 Outperform | |
| Apple | 6.01% | $572.21M | $4.54T | 52.64% | 79 Outperform | |
| Broadcom | 4.95% | $470.99M | $1.85T | 34.87% | 76 Outperform | |
| Micron | 3.00% | $285.46M | $929.52B | 684.73% | 79 Outperform | |
| Advanced Micro Devices | 2.92% | $277.66M | $776.41B | 177.32% | 73 Outperform | |
| Tesla | 2.22% | $211.30M | $1.23T | 2.84% | 73 Outperform | |
| ― | 2.18% | $207.59M | ― | ― | ― | |
| Meta Platforms | 2.17% | $206.85M | $1.42T | -25.77% | 76 Outperform | |
| Eli Lilly & Co | 2.05% | $195.12M | $1.08T | 50.70% | 72 Outperform |
JGRO Technical Analysis
Negative
―
Price Trends
95.49
Negative
92.94
Negative
92.56
Negative
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JGRO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 93.68, equal to the 50-day MA of 95.49, and equal to the 200-day MA of 92.56, indicating a bearish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JGRO.
JGRO Peer Comparison
Comparison Results
Performance Comparison
JGRO
JPMorgan Active Growth ETF
91.68
3.49
3.96%
FELC
Fidelity Enhanced Large Cap Core ETF
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―
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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FELG
Fidelity Enhanced Large Cap Growth ETF
―
―
―
TCHP
T. Rowe Price Blue Chip Growth ETF
―
―
―
TGRT
T. Rowe Price Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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