JGRO vs. JMOM ETF Comparison

Comparison of JPMorgan Active Growth ETF (JGRO) to JPMorgan U.S. Momentum Factor ETF (JMOM)

JGRO

JPMorgan Active Growth ETF

JGRO Description

JPMorgan Active Growth ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs proprietary research to create its portfolio. JPMorgan Active Growth ETF was formed on August 8, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$80.47

Average Daily Volume

449,135

Number of Holdings ^*

103

* may have additional holdings in another (foreign) market

JMOM

JPMorgan U.S. Momentum Factor ETF

JMOM Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Momentum Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent positive momentum factor characteristics.

Grade (RS Rating)

Last Trade

$59.75

Average Daily Volume

47,400

Number of Holdings ^*

271

* may have additional holdings in another (foreign) market

Performance

Period	JGRO	JMOM
30 Days	2.05%	1.71%
60 Days	5.23%	5.76%
90 Days	6.37%	8.09%
12 Months	37.53%	38.97%

56 Overlapping Holdings

Symbol	Grade	Weight in JGRO	Weight in JMOM	Overlap
AAPL	C	6.97%	1.75%	1.75%
AMD	F	0.26%	0.77%	0.26%
AMZN	B	6.52%	0.64%	0.64%
ANET	C	0.89%	0.54%	0.54%
APH	B	0.3%	0.48%	0.3%
AVGO	C	2.7%	2.21%	2.21%
AZO	C	0.33%	0.35%	0.33%
BAH	D	0.39%	0.27%	0.27%
BKNG	A	0.9%	0.72%	0.72%
BRK.A	B	0.47%	1.78%	0.47%
CMG	C	0.13%	0.41%	0.13%
COP	B	0.19%	0.59%	0.19%
CPRT	B	0.43%	0.34%	0.34%
CRM	B	0.07%	1.26%	0.07%
CRWD	B	0.22%	0.5%	0.22%
DASH	A	0.99%	0.44%	0.44%
DHI	D	0.83%	0.16%	0.16%
ETN	B	0.5%	0.69%	0.5%
EXP	B	0.24%	0.26%	0.24%
FICO	B	0.34%	0.42%	0.34%
FTI	A	0.48%	0.24%	0.24%
GS	B	0.92%	0.54%	0.54%
GWW	B	0.33%	0.39%	0.33%
HD	A	0.52%	1.39%	0.52%
HLT	A	0.22%	0.4%	0.22%
HUBB	B	0.34%	0.29%	0.29%
IBKR	A	0.5%	0.24%	0.24%
IBM	C	0.46%	0.8%	0.46%
INTU	B	1.1%	0.79%	0.79%
IQV	F	0.16%	0.25%	0.16%
ISRG	A	1.82%	0.8%	0.8%
KKR	A	1.12%	0.55%	0.55%
KO	D	0.56%	0.17%	0.17%
LLY	F	3.33%	1.57%	1.57%
LRCX	F	0.45%	0.44%	0.44%
MCK	A	0.68%	0.47%	0.47%
META	C	5.56%	2.02%	2.02%
MSFT	D	7.56%	1.85%	1.85%
NFLX	A	2.13%	0.83%	0.83%
NOW	B	0.98%	0.9%	0.9%
NVDA	A	10.82%	2.48%	2.48%
ORCL	A	1.72%	0.94%	0.94%
PANW	B	0.98%	0.6%	0.6%
PGR	B	0.5%	0.67%	0.5%
PWR	A	1.06%	0.38%	0.38%
SNPS	C	0.62%	0.11%	0.11%
SPOT	B	0.49%	0.47%	0.47%
TDG	D	0.6%	0.42%	0.42%
TER	F	0.29%	0.12%	0.12%
TJX	A	0.6%	0.6%	0.6%
TMO	F	0.47%	0.79%	0.47%
TT	A	1.07%	0.51%	0.51%
TTD	B	0.81%	0.4%	0.4%
UBER	F	0.91%	0.57%	0.57%
UNH	C	0.27%	1.34%	0.27%
VRT	A	0.66%	0.44%	0.44%

JGRO Overweight 47 Positions Relative to JMOM

Symbol	Grade	Weight
GOOG	B	4.63%
MA	B	2.66%
TSLA	A	1.2%
BX	A	1.16%
REGN	F	0.95%
TSM	B	0.78%
MMM	D	0.72%
HUBS	B	0.63%
MCO	D	0.5%
SBUX	A	0.5%
ITT	A	0.45%
AME	A	0.43%
MCD	D	0.42%
IR	B	0.42%
GRMN	B	0.41%
NTRA	A	0.41%
MELI	D	0.37%
TTWO	A	0.36%
EOG	A	0.35%
ALNY	D	0.32%
ENTG	F	0.32%
PYPL	B	0.3%
STZ	D	0.28%
ABT	A	0.25%
ITCI	B	0.24%
MDB	C	0.24%
ELF	C	0.22%
ON	F	0.2%
POOL	D	0.2%
MTD	F	0.19%
SAIA	C	0.19%
TEAM	A	0.18%
JBHT	C	0.15%
SNOW	C	0.14%
AL	B	0.14%
BABA	D	0.13%
EXAS	D	0.12%
SHOP	B	0.12%
FCX	F	0.09%
CELH	F	0.08%
LNG	A	0.08%
EW	C	0.07%
MNST	C	0.06%
ASML	F	0.05%
SQ	A	0.05%
ADBE	D	0.04%
ABNB	D	0.02%

JGRO Underweight 215 Positions Relative to JMOM

Symbol	Grade	Weight
GOOGL	B	-1.82%
COST	A	-1.46%
ABBV	F	-1.05%
GE	D	-0.84%
APP	A	-0.82%
CAT	C	-0.81%
PM	A	-0.79%
TXN	C	-0.78%
QCOM	F	-0.75%
PLTR	A	-0.74%
AXP	B	-0.72%
MSTR	A	-0.67%
AMAT	F	-0.66%
SYK	A	-0.62%
DHR	D	-0.62%
BSX	A	-0.6%
TMUS	B	-0.59%
VRTX	D	-0.59%
CB	C	-0.52%
ADI	D	-0.51%
PH	B	-0.5%
MU	D	-0.5%
VST	A	-0.49%
MRVL	B	-0.48%
WM	B	-0.47%
MSI	B	-0.46%
WELL	A	-0.45%
WMB	A	-0.44%
KLAC	F	-0.44%
RCL	A	-0.44%
COIN	A	-0.44%
CTAS	B	-0.44%
AXON	A	-0.43%
GD	D	-0.43%
CEG	C	-0.42%
AMP	A	-0.41%
CVNA	A	-0.4%
URI	B	-0.4%
BK	B	-0.39%
DLR	A	-0.39%
GEV	A	-0.39%
ORLY	B	-0.39%
ECL	D	-0.38%
CL	D	-0.38%
HWM	A	-0.37%
PCAR	C	-0.37%
SPG	A	-0.37%
AFL	C	-0.36%
NU	C	-0.36%
ROP	C	-0.36%
AJG	B	-0.36%
TRGP	A	-0.36%
MPC	D	-0.35%
DELL	B	-0.35%
PSX	C	-0.35%
ALL	A	-0.35%
CBRE	B	-0.34%
LOW	C	-0.34%
IT	C	-0.33%
COR	B	-0.32%
GLW	B	-0.32%
EME	A	-0.32%
RSG	A	-0.32%
LDOS	C	-0.31%
XPO	B	-0.31%
ARES	A	-0.31%
COHR	B	-0.3%
GDDY	A	-0.3%
DECK	A	-0.29%
IRM	C	-0.29%
CW	B	-0.28%
ACGL	D	-0.28%
PTC	B	-0.28%
FANG	D	-0.28%
CAH	B	-0.28%
ICE	C	-0.28%
TYL	B	-0.27%
HIG	B	-0.27%
NRG	B	-0.27%
BRO	B	-0.27%
JEF	A	-0.27%
ALSN	B	-0.27%
PHM	D	-0.26%
ZS	B	-0.26%
LII	A	-0.26%
DTM	A	-0.26%
KR	B	-0.26%
VTR	B	-0.26%
NTAP	C	-0.26%
FFIV	B	-0.26%
GEN	B	-0.26%
GWRE	A	-0.26%
NTNX	B	-0.26%
WDC	F	-0.25%
MANH	D	-0.25%
STLD	B	-0.25%
VLO	C	-0.25%
USFD	A	-0.25%
FI	A	-0.25%
BWXT	A	-0.24%
RGA	B	-0.24%
EVR	B	-0.24%
TOL	B	-0.24%
CACI	C	-0.24%
CBOE	C	-0.23%
PSN	C	-0.23%
HEI	A	-0.23%
SSNC	C	-0.23%
THC	C	-0.23%
CHD	A	-0.23%
SAIC	F	-0.22%
MPWR	F	-0.22%
CASY	A	-0.22%
FRPT	A	-0.22%
NVT	C	-0.22%
T	A	-0.22%
ED	C	-0.21%
CNM	C	-0.21%
INGR	B	-0.21%
MOH	F	-0.21%
TPX	B	-0.21%
NI	A	-0.21%
SN	D	-0.2%
HCA	F	-0.2%
HPQ	B	-0.2%
LIN	D	-0.2%
DKS	D	-0.2%
R	B	-0.2%
SCCO	F	-0.2%
JNPR	D	-0.2%
SO	C	-0.19%
PSTG	F	-0.19%
ONTO	F	-0.19%
KD	A	-0.19%
AM	A	-0.19%
IFF	D	-0.19%
PG	C	-0.19%
UHS	D	-0.19%
WSO	A	-0.19%
TPR	B	-0.19%
HPE	B	-0.18%
POST	C	-0.18%
AN	D	-0.18%
GAP	D	-0.18%
MEDP	D	-0.18%
WING	D	-0.18%
TXT	D	-0.18%
DKNG	B	-0.18%
UNM	A	-0.17%
MRK	F	-0.17%
WLK	F	-0.16%
H	B	-0.16%
TSCO	D	-0.15%
BLD	F	-0.15%
CRUS	F	-0.15%
ROL	B	-0.15%
CRBG	B	-0.15%
AZEK	B	-0.15%
MTSI	B	-0.14%
ARMK	C	-0.14%
LOPE	B	-0.14%
TW	A	-0.14%
JLL	D	-0.13%
SNX	D	-0.13%
BRBR	A	-0.13%
EHC	B	-0.13%
ORI	A	-0.13%
PAG	B	-0.12%
OHI	B	-0.12%
RPM	B	-0.12%
AVT	C	-0.12%
SPB	C	-0.11%
LPX	B	-0.11%
MTG	D	-0.1%
ESS	A	-0.1%
VRSK	B	-0.1%
PPC	B	-0.1%
VKTX	F	-0.1%
FE	C	-0.1%
WFRD	F	-0.1%
HRB	D	-0.1%
VVV	D	-0.09%
LAMR	D	-0.09%
TPG	A	-0.09%
VLTO	C	-0.09%
ROIV	D	-0.09%
HII	F	-0.08%
INFA	D	-0.08%
SMCI	F	-0.08%
PRI	A	-0.08%
COKE	C	-0.08%
APPF	C	-0.08%
AGO	A	-0.07%
WSM	D	-0.07%
RS	B	-0.07%
OLED	F	-0.07%
SRE	A	-0.07%
PEG	C	-0.06%
FYBR	C	-0.06%
AWI	B	-0.06%
AYI	B	-0.06%
PNR	B	-0.06%
NSA	C	-0.05%
BSY	D	-0.05%
FCNCA	A	-0.05%
INVH	D	-0.04%
CXT	C	-0.04%
RYAN	B	-0.04%
SLM	B	-0.03%
BR	B	-0.02%
ESTC	C	-0.02%
TKR	F	-0.01%
STAG	D	-0.01%
MORN	B	-0.0%
EQIX	A	-0.0%