Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF (JGRO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/29/2025: JGRO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 48.38% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 63.33 - 85.67 | Updated Date 06/29/2025 |
52 Weeks Range 63.33 - 85.67 | Updated Date 06/29/2025 |
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. companies with high growth potential. It aims to outperform the Russell 1000 Growth Index.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan has a team of experienced investment professionals dedicated to managing active ETFs and conducting thorough research.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed, focusing on identifying companies with above-average growth potential.
Composition Primarily invests in U.S. growth stocks across various sectors.
Market Position
Market Share: JGRO's market share varies depending on the specific growth ETF segment and can fluctuate over time. Data not readily available, assumed to be moderate.
Total Net Assets (AUM): 1672768617
Competitors
Key Competitors
- VUG
- IWF
- QQQ
Competitive Landscape
The growth ETF market is highly competitive, with established index-tracking funds dominating. JGRO differentiates itself through active management, aiming to outperform benchmarks. However, it faces challenges in consistently delivering superior returns compared to lower-cost passive alternatives. JGRO's active management may provide an edge in navigating volatile markets.
Financial Performance
Historical Performance: Historical performance data needs to be reviewed based on up-to-date sources to evaluate return, standard deviation, and Sharpe ratio.
Benchmark Comparison: Comparing JGRO's performance to the Russell 1000 Growth Index provides insights into the effectiveness of its active management strategy.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
JGRO's average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread, typically a few cents, reflects the cost of trading and market depth for JGRO.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, technological advancements, and sector-specific trends influence JGRO's performance.
Growth Trajectory
JGRO's growth depends on its ability to identify and invest in high-growth companies and adapt its strategy to changing market conditions; portfolio adjustments are made to improve performance.
Moat and Competitive Advantages
Competitive Edge
JGRO's competitive edge lies in its active management approach, leveraging JPMorgan's research capabilities to identify promising growth stocks. Its experienced management team aims to generate alpha through stock selection and tactical adjustments. However, active management also comes with higher fees compared to passive index funds. A focus on quality growth companies also contributes to JGRO's advantage.
Risk Analysis
Volatility
JGRO's volatility is expected to be similar to other growth-focused ETFs, potentially higher than the overall market due to its concentrated investments.
Market Risk
JGRO is exposed to market risk, particularly related to technology and consumer discretionary sectors, as well as stock-specific risks associated with individual company performance.
Investor Profile
Ideal Investor Profile
JGRO is suitable for investors seeking long-term capital appreciation with a higher risk tolerance, who believe in the potential of active management to outperform benchmarks.
Market Risk
JGRO is best suited for long-term investors willing to accept higher fees in exchange for the potential of outperformance.
Summary
JPMorgan Active Growth ETF (JGRO) is an actively managed fund targeting long-term capital appreciation by investing in U.S. growth stocks. Its success hinges on its ability to identify and select high-growth companies. JGRO faces strong competition from lower-cost passive ETFs, and its active management needs to justify its higher expense ratio. Investors should carefully consider their risk tolerance and investment goals before investing in JGRO.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.