JGROJPMorgan Active Growth ETF
Seeks long-term capital appreciation.
By JPMorgan · Launched 2022
Annual Cost
0.44%
#2,199 of 6,040 · average
Fund Size
$9.9B
#300 of 6,040 · large
Return (1Y)
+2.1%
Track Record
4 years
#2,690 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,244+2.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 49.7% of fundmoderately concentrated
NVIDIA Corp.
10.5%
Apple, Inc.
8.4%
Alphabet, Inc.
6.8%
Microsoft Corp.
4.8%
Broadcom, Inc.
3.8%
Tesla, Inc.
3.5%
Meta Platforms, Inc.
3.4%
Amazon.com, Inc.
3.2%
JPMorgan Prime Money Market Fund
3.1%
Mastercard, Inc.
2.1%
Asset allocation
Stocks
96.8%
Cash
3.2%
By sector
Technology
49.5%
Communication
13.8%
Healthcare
10.2%
Industrials
9.5%
Consumer Cyclical
6.1%
Financial Services
5.4%
Consumer Defensive
3.2%
Energy
1.8%
Other
0.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.4%Moderate
Year-on-year price swings
Max drawdown
-22.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.12Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in equity securities of U.S. large-capitalization companies, but may also invest in mid-cap and small-cap securities. The adviser employs a growth strategy focusing on companies with strong earnings growth potential.
- Inception date
- August 8, 2022
- Fund family
- JPMorgan
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save JGRO to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18