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JGRO - ETF AI Analysis
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JPMorgan Active Growth ETF (JGRO)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, including Nvidia, Broadcom, and Oracle, have delivered strong year-to-date performance, driving the ETF’s returns.
Sector Leadership in Technology
The ETF has significant exposure to the technology sector, which has been a strong-performing area of the market.
Healthy Asset Growth
The fund has substantial assets under management, indicating strong investor confidence and stability.
Negative Factors
High Concentration in Technology
Nearly half of the portfolio is allocated to the technology sector, making the fund vulnerable to downturns in this industry.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, which could limit protection against global economic shifts.
Moderate Expense Ratio
The ETF’s expense ratio is higher than some passive index funds, which could slightly reduce net returns for investors.
JGRO vs. SPDR S&P 500 ETF (SPY)
AUM8.54B
RegionNorth America
Expense Ratio0.44%
Beta1.24
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. Volume390,200
30 Day Avg. Volume400,970
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
112.38Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering105
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JGRO Summary
The JPMorgan Active Growth ETF (Ticker: JGRO) is an investment fund that focuses on large companies in the U.S. with strong growth potential. It includes well-known names like Nvidia and Microsoft, and it invests heavily in technology, consumer cyclical, and communication services sectors. This ETF is actively managed, meaning experts select stocks they believe will perform well over time. Investors might consider JGRO for its potential to grow their money while benefiting from the stability of large, established companies. However, it’s important to know that this ETF is heavily dependent on tech stocks, which can be more volatile and sensitive to market changes.
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
The JPMorgan Active Growth ETF (JGRO) leans heavily into technology, with nearly half of its portfolio anchored in this sector. Nvidia and Broadcom are driving performance with their focus on AI and semiconductors, though Nvidia’s recent mixed momentum tempers enthusiasm. Microsoft and Alphabet are steady contributors, bolstered by cloud and AI growth, while Apple’s rising services revenue adds stability. Tesla’s strong recent gains inject energy into the fund, but Meta’s lagging performance and valuation concerns weigh on returns. Overall, JGRO’s U.S.-centric, tech-heavy positioning offers growth potential but comes with sector-specific risks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.87% | $1.01B | $4.49T | 36.15% | 76 Outperform | |
| Microsoft | 8.99% | $768.18M | $3.55T | 14.12% | 79 Outperform | |
| Apple | 7.66% | $654.60M | $3.83T | 9.37% | 79 Outperform | |
| Alphabet Class C | 5.22% | $446.17M | $3.97T | 68.77% | 82 Outperform | |
| Broadcom | 4.94% | $422.48M | $1.58T | 48.22% | 76 Outperform | |
| Tesla | 4.13% | $353.16M | $1.45T | 10.40% | 73 Outperform | |
| Amazon | 3.69% | $315.17M | $2.63T | 12.49% | 71 Outperform | |
| Meta Platforms | 3.39% | $290.00M | $1.65T | 4.90% | 76 Outperform | |
| Mastercard | 2.48% | $211.96M | $516.83B | 14.94% | 75 Outperform | |
| Goldman Sachs Group | 1.69% | $144.70M | $281.63B | 66.93% | 73 Outperform |
JGRO Technical Analysis
Negative
―
Price Trends
93.51
Negative
92.75
Negative
86.74
Positive
Market Momentum
>-0.01
Positive
46.24
Neutral
50.58
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 93.24, equal to the 50-day MA of 93.51, and equal to the 200-day MA of 86.74, indicating a neutral trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 46.24 is Neutral, neither overbought nor oversold. The STOCH value of 50.58 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
92.75
12.36
15.38%
AVLV
Avantis U.S. Large Cap Value ETF
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QQQI
NEOS Nasdaq 100 High Income ETF
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SPYI
NEOS S&P 500 High Income ETF
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PVAL
Putnam Focused Large Cap Value ETF
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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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