JGRO - ETF AI Analysis
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JPMorgan Active Growth ETF (JGRO)
Rating:72Outperform
Price Target:―
Positive Factors
Large, Established Growth Holdings
The ETF’s biggest positions are in well-known, large technology and internet companies that have generally shown strong growth potential.
Sector Diversification Within Growth
While technology is the largest slice, the fund also spreads money across communication services, consumer, health care, industrials, and financials, helping reduce reliance on any single growth sector.
Significant Asset Base
The ETF manages a large pool of assets, which can support trading liquidity and signal that many investors are comfortable with this strategy.
Negative Factors
Heavy Tech Concentration
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to downturns in that sector.
Reliance on a Few Mega-Cap Names
A small group of very large companies makes up a big share of the fund, so weak performance from any of them could weigh heavily on overall returns.
Higher Expense Ratio for an ETF
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of staying with investors.
JGRO vs. SPDR S&P 500 ETF (SPY)
AUM9.77B
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. Volume435,031
30 Day Avg. Volume587,468
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
115.46Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering127
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JGRO Summary
The 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 mainly invests in technology and communication stocks and holds well-known names like Nvidia, Apple, Microsoft, and Amazon. Someone might consider this ETF if they want a simple way to invest in many leading growth companies at once, aiming for long-term growth rather than income. A key risk is that it is heavily tilted toward tech and other growth stocks, so its price can rise and fall more sharply 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 on U.S. Big Tech and chip names, with Nvidia and Broadcom setting much of the tone: both have been rising over the past few months, even if they’ve cooled a bit lately. Apple and Alphabet remain steady growth engines, though they’ve also seen some recent wobbling. Microsoft and Meta, by contrast, have been losing steam this year, acting as mild brakes on performance. With nearly all exposure in U.S. large-cap tech and communication services, this fund is essentially a bet on the AI and digital economy boom.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 10.85% | $1.04B | $4.34T | 105.51% | 82 Outperform | |
| Nvidia | 10.58% | $1.02B | $4.71T | 22.22% | 76 Outperform | |
| Apple | 5.27% | $507.04M | $4.53T | 47.93% | 79 Outperform | |
| Broadcom | 4.32% | $415.96M | $1.71T | 36.42% | 76 Outperform | |
| Micron | 3.25% | $313.01M | $1.10T | 654.20% | 79 Outperform | |
| Advanced Micro Devices | 2.91% | $280.55M | $844.36B | 274.48% | 73 Outperform | |
| Tesla | 2.73% | $263.04M | $1.48T | 40.95% | 73 Outperform | |
| ― | 2.31% | $222.08M | ― | ― | ― | |
| Meta Platforms | 2.29% | $220.07M | $1.48T | -14.58% | 76 Outperform | |
| Eli Lilly & Co | 1.91% | $183.44M | $1.14T | 58.88% | 72 Outperform |
JGRO Technical Analysis
Negative
―
Price Trends
96.20
Negative
92.07
Positive
92.57
Positive
Market Momentum
-0.06
Positive
46.40
Neutral
37.23
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 95.84, equal to the 50-day MA of 96.20, and equal to the 200-day MA of 92.57, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 46.40 is Neutral, neither overbought nor oversold. The STOCH value of 37.23 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
94.86
9.32
10.90%
FELC
Fidelity Enhanced Large Cap Core ETF
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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FELG
Fidelity Enhanced Large Cap Growth ETF
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TCHP
T. Rowe Price Blue Chip Growth ETF
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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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