Key stats
About J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF
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Inception date
Aug 8, 2022
Structure
Open-Ended Fund
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 advisers 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
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Retail Trade
Stocks97.70%
Technology Services30.84%
Electronic Technology18.28%
Retail Trade11.23%
Finance9.24%
Health Technology7.91%
Producer Manufacturing3.35%
Consumer Services3.05%
Consumer Durables2.91%
Transportation2.89%
Commercial Services2.36%
Consumer Non-Durables1.69%
Industrial Services1.53%
Distribution Services1.40%
Energy Minerals0.51%
Non-Energy Minerals0.28%
Utilities0.25%
Bonds, Cash & Other2.30%
Cash2.30%
Stock breakdown by region
North America96.45%
Europe2.08%
Asia1.03%
Latin America0.44%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history