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Upturn AI SWOT - About
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF (JGRO)
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Upturn Advisory Summary
04/01/2025: JGRO (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 27.22% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 489512 | Beta - | 52 Weeks Range 65.24 - 85.56 | Updated Date 04/2/2025 |
52 Weeks Range 65.24 - 85.56 | Updated Date 04/2/2025 |
Upturn AI SWOT
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
ETF Overview
Overview
The JPMorgan Active Growth ETF (JGRO) is an actively managed ETF that seeks long-term capital appreciation by investing primarily in U.S. growth stocks. The fund aims to outperform the Russell 1000 Growth Index through a combination of bottom-up stock selection and top-down macroeconomic analysis.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with extensive experience in asset management.
Management Expertise
The ETF is managed by a team of experienced portfolio managers and analysts with a strong track record in growth stock investing.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed; stock selection based on fundamental research and growth potential.
Composition Primarily U.S. growth stocks across various sectors.
Market Position
Market Share: Data not available to determine accurate market share.
Total Net Assets (AUM): 1310000000
Competitors
Key Competitors
- VUG
- IVW
- QQQ
- IWF
- SCHG
Competitive Landscape
The actively managed growth ETF space is competitive. JGRO differentiates itself through JPMorgan's research and stock selection process. Competitors like VUG and SCHG are passively managed, offering broader exposure at lower expense ratios but without active management benefits. QQQ focuses specifically on the NASDAQ-100.
Financial Performance
Historical Performance: Historical performance data unavailable without specific dates and source. Need specific date ranges for data.
Benchmark Comparison: Benchmark comparison requires historical performance data and a specified benchmark (e.g., Russell 1000 Growth Index).
Expense Ratio: 0.59
Liquidity
Average Trading Volume
Average trading volume is moderately high, indicating good liquidity.
Bid-Ask Spread
Typical bid-ask spreads are relatively tight, reducing transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and technological advancements influence JGRO's holdings. Strong earnings growth among U.S. companies are crucial.
Growth Trajectory
JGRO's growth depends on its ability to identify and capitalize on emerging growth opportunities in the market. Portfolio adjustments occur based on macro and micro trends.
Moat and Competitive Advantages
Competitive Edge
JGRO's competitive advantage lies in JPMorgan's extensive research capabilities and active management strategy, which aims to identify undervalued growth stocks. The ETF benefits from the fund manager's ability to adapt to changing market conditions and adjust portfolio holdings accordingly. It leverages a bottom-up approach, selecting promising companies. This allows for potential outperformance compared to passive, index-tracking ETFs.
Risk Analysis
Volatility
Volatility is expected to be moderately high, typical of growth-oriented investments. May fluctuate significantly based on market events.
Market Risk
Market risk is tied to the performance of the U.S. equity market and specific sectors in which the ETF invests, such as technology and consumer discretionary.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation and is comfortable with moderate to high volatility. It appeals to investors who believe in active management's ability to outperform the index.
Market Risk
JGRO is best suited for long-term investors and active traders, since it is an actively managed fund, and its price can change quite often.
Summary
JGRO is an actively managed growth ETF from JPMorgan seeking long-term capital appreciation. Its actively managed strategy, combined with JPMorgan's research, aims to outperform its benchmark. Suitable for investors seeking exposure to U.S. growth stocks, those willing to accept a moderate level of volatility, and believe in active management. Performance depends on the ability to identify and capitalize on emerging growth opportunities. Expense ratio is slightly above the average for passive ETFs.
Similar Companies
IVW
iShares S&P 500 Growth ETF
IVW
iShares S&P 500 Growth ETF
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual financial circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest primarily in equity securities of U.S. large-capitalization companies, but the adviser has discretion to invest in securities across the whole market capitalization spectrum, including securities of mid-capitalization and small-capitalization companies. In implementing its main strategies, the fund invests primarily in common stocks. To the extent the fund uses derivatives, the fund will primarily use futures contracts to more effectively gain targeted equity exposure from its cash positions. It is non-diversified.
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