JPMorgan Active Growth ETF (JGRO)
The ETF JGRO is actively managed and focuses on investing in U.S. large-cap companies with growth potential. The fund's strategy involves utilizing a bottom-up approach to identify underappreciated growth opportunities while maintaining flexibility in market capitalization.
ETF Info
| CUSIP | 46654Q609 |
|---|---|
| Issuer | JPMorgan Chase |
| Inception Date | Aug 8, 2022 |
| Category | Large Cap Growth Equities, Actively Managed |
| Index Tracked | No Index (Active) |
| Home Page | am.jpmorgan.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The JPMorgan Active Growth ETF has a high expense ratio of 0.44%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan Active Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan Active Growth ETF had a return of 11.31% year-to-date (YTD) and 39.38% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.31% | 6.92% |
| 1 month | -3.44% | -2.83% |
| 6 months | 31.96% | 23.86% |
| 1 year | 39.38% | 23.33% |
| 5 years (annualized) | N/A | 11.66% |
| 10 years (annualized) | N/A | 10.52% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.63% | 8.58% | 2.14% | |||||||||
| 2023 | -5.56% | -2.51% | 11.44% | 4.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
JPMorgan Active Growth ETF(JGRO)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Active Growth ETF (JGRO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan Active Growth ETF granted a 0.15% dividend yield in the last twelve months. The annual payout for that period amounted to $0.10 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $0.10 | $0.10 | $0.07 |
Dividend yield | 0.15% | 0.17% | 0.16% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Active Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 |
| 2022 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Active Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Active Growth ETF was 17.88%, occurring on Oct 14, 2022. Recovery took 154 trading sessions.
The current JPMorgan Active Growth ETF drawdown is 4.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.88% | Aug 17, 2022 | 42 | Oct 14, 2022 | 154 | May 26, 2023 | 196 |
| -11.56% | Jul 19, 2023 | 71 | Oct 26, 2023 | 17 | Nov 20, 2023 | 88 |
| -7.53% | Mar 25, 2024 | 19 | Apr 19, 2024 | — | — | — |
| -3.41% | Dec 29, 2023 | 4 | Jan 4, 2024 | 4 | Jan 10, 2024 | 8 |
| -2.66% | Jun 16, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
Volatility
Volatility Chart
The current JPMorgan Active Growth ETF volatility is 5.51%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.