JPMorgan Active Growth ETF (JGRO)
Fifth Third Bancorp Raises Stock Holdings in JPMorgan Active Growth ETF $JGRO
Fifth Third Bancorp boosted its position in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 2,479.6% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 6,062 shares of the company's stock after acquiring an additional 5,827 shares during the quarter. Fifth Third
5T Wealth LLC Has $3.55 Million Stock Position in JPMorgan Active Growth ETF $JGRO
5T Wealth LLC increased its stake in JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 26.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 38,210 shares of the company's stock after purchasing an additional 7,986 shares during the period. JPMorgan Active Growth ETF makes
JPMorgan Active Growth ETF $JGRO is Echo Wealth Management LLC’s 10th Largest Position
Echo Wealth Management LLC increased its position in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 37.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 66,977 shares of the company's stock after purchasing an additional 18,168 shares during
AlphaCore Capital LLC Grows Position in JPMorgan Active Growth ETF $JGRO
AlphaCore Capital LLC grew its stake in JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 5.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 324,678 shares of the company's stock after buying an additional 15,692 shares during
JGRO: Promising Start And Unconvincing Follow-On
The JPMorgan Active Growth ETF targets large-cap U.S. companies with high expected earnings growth, emphasizing technology. Despite a strong start, JGRO now lags major passive growth ETFs in returns and Sharpe ratio since inception.
Atticus Wealth Management LLC Grows Stock Holdings in JPMorgan Active Growth ETF $JGRO
Atticus Wealth Management LLC grew its stake in JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 94.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,971 shares of the company's stock after purchasing an additional 6,792 shares during the period. Atticus
Allegheny Financial Group Purchases 57,241 Shares of JPMorgan Active Growth ETF $JGRO
Allegheny Financial Group boosted its position in JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 482.3% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,110 shares of the company's stock after purchasing an additional 57,241 shares during the quarter. JPMorgan
JPMorgan Active Growth ETF $JGRO Position Increased by Formidable Asset Management LLC
Formidable Asset Management LLC raised its stake in JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 18.3% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 60,527 shares of the company's stock after buying an additional 9,342 shares during the period. JPMorgan Active Growth
What Investors In JPMorgan's Active Growth ETF Need To Pay Attention To Now
The JPMorgan Active Growth ETF (NYSEARCA:JGRO) delivered a 14.2% return over the past year, trailing the S&P 500's 17.9% gain by nearly 4 percentage points.
JPMorgan Active Growth ETF $JGRO Shares Sold by Commonwealth Equity Services LLC
Commonwealth Equity Services LLC reduced its position in JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 9.8% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,293,536 shares of the company's stock after selling 140,796 shares during the quarter. Commonwealth Equity Services LLC owned
Goldstein Advisors LLC Has $60.37 Million Stock Holdings in JPMorgan Active Growth ETF $JGRO
Goldstein Advisors LLC trimmed its position in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 1.6% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 643,986 shares of the company's stock after selling 10,275 shares during the period. JPMorgan Active
Perigon Wealth Management LLC Acquires 12,623 Shares of JPMorgan Active Growth ETF $JGRO
Perigon Wealth Management LLC boosted its holdings in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 23.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 67,298 shares of the company's stock after purchasing an additional 12,623
Corient Private Wealth LLC Acquires 18,697 Shares of JPMorgan Active Growth ETF $JGRO
Corient Private Wealth LLC grew its holdings in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 454.1% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm owned 22,814 shares of the company's stock after buying an additional 18,697 shares during the period. Corient Private
B. Riley Wealth Advisors Inc. Invests $1.21 Million in JPMorgan Active Growth ETF $JGRO
B. Riley Wealth Advisors Inc. bought a new stake in JPMorgan Active Growth ETF (NYSEARCA:JGRO) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 14,059 shares of the company's stock, valued at approximately $1,210,000. Other institutional investors have
JGRO: An Actively Managed Growth Fund In A Very Competitive Space
JPMorgan Active Growth ETF offers a high-conviction, actively managed portfolio focused on mega-cap technology and growth stocks. JGRO trades at a premium valuation, driven by heavy tech exposure, and has delivered strong growth metrics but lags broader market indexes in profitability. Despite outpacing the Russell 1000, JGRO has underperformed all major growth ETF peers since inception, with higher volatility than the benchmark and above-average expenses.
JGRO: Lagging Several Passive Growth ETFs
JPMorgan Active Growth ETF is an actively managed large-cap ETF with a focus on information technology. Despite a promising start, JGRO has underperformed a number of passively managed growth ETFs since inception. JGRO still has to prove itself compared to peers with a better track record, lower fees, and higher liquidity.
JGRO: A Solid Large-Cap Growth ETF
JGRO, an actively managed ETF by JPMorgan, focuses on long-term capital appreciation through a portfolio of about 100 U.S. large-cap stocks. Despite skepticism towards actively managed ETFs, JGRO has outperformed passive ETFs like SPY and IWF, justifying its slightly higher fees. JGRO's portfolio, with a P/E ratio of 25 and a focus on consumer discretionary stocks like META and AMZN, continues to show potential for outperformance.
JGRO: Not As Actively Managed As It May Seem, Yet Upside Remains Possible
The JPMorgan Active Growth ETF follows a bottom-up approach, focusing on growth stocks and occasionally using derivatives for optimal equity exposure. Metrics suggest JGRO's strategy isn't as active as it may seem, and excess returns are astray. However, the vehicle provides compelling downside protection. Management is implementing a slight decrease in the portfolio's tech and AI exposure to depart from market sentiment and emphasise fundamentals.
JGRO: Losing Steam Compared To Its Peers
JPMorgan Active Growth ETF is an actively managed large-cap ETF with a focus on technology, launched in August 2022. JGRO's performance was promising in its first 20 months, as reported in my review of April. However, it has lagged passive large-cap growth ETFs for 6 months.
JGRO: Active, And A Pass
Actively managed ETFs are growing rapidly, with new funds aiming to outperform benchmarks through quantitative or traditional analysis. JPMorgan Active Growth ETF focuses on underpriced growth stocks, utilizing a bottom-up methodology and experienced portfolio managers. JGRO heavily allocates to the Tech sector, with a focus on large-caps, but faces risks of active management not outperforming passive strategies and sector concentration.