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JGRO - ETF AI Analysis
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JPMorgan Active Growth ETF (JGRO)
Rating:72Outperform
Price Target:―
Positive Factors
Large, Well-Known Growth Stocks
The ETF’s biggest positions are in major, established growth companies that many investors view as long-term leaders in technology and finance.
Focused Growth Sector Exposure
Heavy exposure to technology and other growth-oriented sectors gives the fund strong potential to benefit when growth stocks are in favor.
Significant Fund Size
The ETF manages a large pool of assets, which can support trading liquidity and help keep trading costs relatively efficient for investors.
Negative Factors
Recent Weak Performance
The fund has shown weak returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.
High Concentration in Top Holdings
A small group of large technology and growth stocks makes up a big share of the portfolio, increasing the impact if any of these companies struggle.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the gross return is used to cover fees instead of going to investors.
JGRO vs. SPDR S&P 500 ETF (SPY)
AUM8.38B
RegionNorth America
Expense Ratio0.44%
Beta1.23
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. Volume615,039
30 Day Avg. Volume516,492
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
109.96Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering113
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JGRO Summary
JPMorgan Active Growth ETF (JGRO) is an actively managed fund that focuses on large U.S. companies with strong growth potential instead of tracking a fixed index. It leans heavily toward technology and other fast-growing sectors, with top holdings like Nvidia, Microsoft, Apple, and Amazon. Someone might invest in JGRO if they want a simple way to own a basket of leading growth companies and are aiming for long-term growth rather than income. A key risk is that it is heavily tilted toward tech and growth stocks, so its price can rise and fall more than the overall market.
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 semiconductors, with Nvidia and Microsoft sitting in the driver’s seat but recently sputtering, which has taken some wind out of the fund’s sails. Apple and Broadcom are also losing steam, adding to the tech drag despite their strong long-term stories. On the brighter side, Alphabet and Amazon have been rising, helping to offset some of that weakness, while Goldman Sachs provides a financials boost. Overall, this is a U.S.-centric, growth-heavy ETF where a handful of mega-cap tech names call the shots.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.12% | $939.42M | $4.49T | 35.01% | 76 Outperform | |
| Apple | 8.12% | $685.95M | $3.87T | 7.96% | 79 Outperform | |
| Alphabet Class C | 6.78% | $572.12M | $3.66T | 62.42% | 82 Outperform | |
| Microsoft | 5.69% | $480.28M | $2.95T | -3.66% | 79 Outperform | |
| ― | 4.59% | $387.63M | ― | ― | ― | |
| Broadcom | 4.41% | $372.30M | $1.58T | 45.81% | 76 Outperform | |
| Tesla | 3.79% | $319.78M | $1.54T | 14.08% | 73 Outperform | |
| Meta Platforms | 3.66% | $309.32M | $1.62T | -8.60% | 76 Outperform | |
| Amazon | 3.44% | $290.63M | $2.16T | -9.64% | 71 Outperform | |
| Mastercard | 2.39% | $202.15M | $465.46B | -7.13% | 75 Outperform |
JGRO Technical Analysis
Negative
―
Price Trends
92.05
Negative
92.83
Negative
89.26
Negative
Market Momentum
-1.07
Positive
41.12
Neutral
30.40
Neutral
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 90.29, equal to the 50-day MA of 92.05, and equal to the 200-day MA of 89.26, indicating a bearish trend. The MACD of -1.07 indicates Positive momentum. The RSI at 41.12 is Neutral, neither overbought nor oversold. The STOCH value of 30.40 is Neutral, 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
88.75
4.86
5.79%
QQQI
NEOS Nasdaq 100 High Income ETF
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PVAL
Putnam Focused Large Cap Value ETF
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SPYI
NEOS S&P 500 High Income ETF
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―
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DIVO
Amplify CWP Enhanced Dividend Income ETF
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―
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FELG
Fidelity Enhanced Large Cap 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.
Disclaimer
This 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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