JPMorgan Active Growth ETF
JGRO·ARCA
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Key Stats
Assets Under Management
8.67BUSD
Fund Flow (1Y)
2.76BUSD
Dividend Yield
0.16%
Discount / Premium to NAV
-0.01%
Shares Outstanding
97.80M
Expense Ratio
0.44%
About JPMorgan Active Growth ETF
Issuer
J.P. Morgan Investment Management Inc.
Brand
JPMorgan
Inception Date
Aug 8, 2022
Structure
Open-Ended Fund
Index Tracked
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Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
JPMorgan Investment Management, Inc.
Distributor
JPMorgan Distribution Services, Inc.
JGRO actively invests in US large-cap growth stocks that are believed to have strong earnings growth potential. Holdings are constructed to leverage the adviser's large-cap growth and growth advantage strategies that are each managed by different portfolio managers. Employing a combination of research, valuation, and stock selection, the adviser identifies companies that they believe will achieve above-average earnings growth over the next several years. The adviser also takes environmental, social and governance factors into consideration. The fund may use derivatives, such as futures contracts, as substitutes for securities. The portfolio managers have full discretion to make buy, sell, and hold decisions at any time.
Classification
Asset Class
Equity
Category
Size and Style
Focus
Large Cap
Niche
Growth
Strategy
Active
Geography
U.S.
Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Analysis
Sector
Technology
39.88%
Communication Services
13.41%
Healthcare
12.53%
Consumer Cyclical
11.64%
Industrials
9.59%
Financial Services
5.97%
Consumer Defensive
4.39%
Energy
1.94%
Real Estate
0.30%
Technology
39.88%
Communication Services
13.41%
Healthcare
12.53%
Consumer Cyclical
11.64%
Industrials
9.59%
Financial Services
5.97%
Consumer Defensive
4.39%
Energy
1.94%
Real Estate
0.30%
Show More
Asset
Holdings
Symbol
Ratio
NVDA
Nvidia
10.81%
AAPL
Apple
8.23%
GOOG
Alphabet C
7.10%
MSFT
Microsoft
4.62%
AVGO
Broadcom
4.37%
Symbol
Ratio
META
Meta
3.56%
AMZN
Amazon.com
3.51%
JPMORGAN PRIME MONEY
3.14%
TSLA
Tesla
3.10%
MA
Mastercard
1.95%
Top 10 Weight 50.39%
120 Total Holding
See all holdings
Related Funds
Seasonals
Volume Profile
Trade Flow Insight
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