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JGRO

JPMorgan Active Growth ETF
1W: -2.0% 1M: -5.3% 3M: -7.4% YTD: -9.4% 1Y: +11.6% 3Y: +83.6%
$84.02
-1.61 (-1.88%)
After Hours: $84.99 (+0.97, +1.15%)
ETF AMEX · AUM $8.3B
ETF-Level Metrics
AUM$8.3B
Holdings111
Top 10 Wt49.1%
Beta1.23
% Profitable82%
Coverage93%
Portfolio Valuation
P/E35.4
P/B14.3
P/S9.2
EV/EBITDA24.9
P/FCF44.8
PEG1.18
Profitability & Returns
Gross Margin52.5%
Net Margin25.8%
ROE45.2%
ROA19.5%
ROIC36.6%
Div Yield0.70%
Leverage & Liquidity
Debt/Equity0.49
Debt/Assets0.22
Net Debt/EBITDA0.1x
Interest Cov28.9x
Current Ratio1.32
Quick Ratio1.23
Growth (YoY)
Revenue+23.0%
Net Income+40.4%
EPS+41.7%
FCF+33.6%
EBITDA+31.8%
Rev CAGR 3Y+19.0%
Quality Scores
Piotroski F6.9
Altman Z14.73
IS Quality77.8
IS Overall63.7
IS Value40.9
Median P/E30.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 31 36.9% 24.1
Communication Services 8 13.1% 103.8
Healthcare 20 12.2% 24.0
Consumer Cyclical 13 10.6% 46.5
Industrials 13 7.4% 22.9
Other 10 6.4%
Financial Services 10 5.8% -35.9
Consumer Defensive 8 4.4% 30.4
Energy 4 1.5% 21.0
Utilities 2 1.2% 50.0
Real Estate 1 0.3% 33.9
Basic Materials 1 0.2% 34.2

Smart Money Overlap

22 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 5.05% 4 Bullish 1 23 -5.0%
AVGO Broadcom Inc. 3.85% 4 Bullish 1 11 -3.5%
MA Mastercard Incorporated 1.98% 4 Bullish 13 3 -4.0%
JNJ Johnson & Johnson 1.49% 4 Bullish 12 2 -2.7%
WMT Walmart Inc. 1.37% 4 Bullish 21 3 -1.1%
RTX RTX Corporation 1.08% 4 Bullish 18 3 +1.2%
GEV GE Vernova Inc. 1.07% 4 Bullish 8 7 -2.4%
NFLX Netflix, Inc. 0.90% 4 Bullish 71 14 -5.4%
IBM International Business Machines Corporation 0.88% 4 Bullish 10 8 +1.0%
MRK Merck & Co., Inc. 0.83% 4 Bullish 11 2 -3.5%
DE Deere & Company 0.67% 4 Bullish 10 3 +19.5%
SCHW The Charles Schwab Corporation 0.55% 4 Bullish 13 3 -0.9%
MCD McDonald's Corporation 0.53% 4 Bullish 11 1 -5.2%
AME AMETEK, Inc. 0.45% 4 Bullish 17 1 -1.6%
WMB The Williams Companies, Inc. 0.44% 4 Bullish 12 1 -0.3%
HWM Howmet Aerospace Inc. 0.42% 4 Bullish 6 1 +8.7%
EOG EOG Resources, Inc. 0.34% 4 Bullish 21 1 +23.1%
UNP Union Pacific Corporation 0.32% 4 Bullish 37 3 -6.2%
FCX Freeport-McMoRan Inc. 0.17% 4 Bullish 2 2 +30.2%
NOW ServiceNow, Inc. 0.09% 4 Bullish 2 11 +2.2%
Showing 50 of 121 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP COMMON STOCK NVDA 10.69% $891.1M 4,939,507 35.0 $4.2T Technology
2 APPLE INC COMMON STOCK AAPL 8.16% $680.4M 2,722,384 31.1 $3.6T Technology
3 ALPHABET INC-CL C - GOOG 7.12% $593.2M 1,936,518 27.5 $3.6T Communication Services
4 MICROSOFT CORP COMMON MSFT 5.05% $420.9M 1,074,225 23.8 $2.8T Technology
5 JPMORGAN PRIME MONEY Private 4.00% $333.2M 333,131,394
6 BROADCOM INC COMMON AVGO 3.85% $320.5M 1,014,483 59.0 $1.5T Technology
7 META PLATFORMS INC META 3.65% $304.2M 494,027 24.8 $1.5T Communication Services
8 TESLA INC COMMON STOCK TSLA 3.60% $300.5M 765,007 313.4 $1.4T Consumer Cyclical
9 AMAZON.COM INC COMMON AMZN 3.20% $266.6M 1,270,200 28.3 $2.2T Consumer Cyclical
10 MASTERCARD INC COMMON MA 1.98% $164.9M 337,525 29.7 $442.9B Financial Services
11 ELI LILLY AND COMPANY LLY 1.80% $149.9M 163,308 39.4 $856.6B Healthcare
12 JOHNSON & COMMON JNJ 1.49% $124.1M 523,197 21.3 $567.2B Healthcare
13 GOLDMAN SACHS GROUP GS 1.42% $118.3M 146,854 14.8 $244.1B Financial Services
14 WALMART INC COMMON STOCK WMT 1.37% $114.5M 938,447 43.3 $948.9B Consumer Defensive
15 TAIWAN SEMICONDUCTOR Private 1.25% $104.1M 306,431
16 INSMED INC COMMON STOCK INSM 1.22% $101.6M 712,323 -22.8 $29.3B Healthcare
17 GILEAD SCIENCES INC GILD 1.18% $98.7M 698,235 20.0 $170.3B Healthcare
18 CIENA CORP COMMON STOCK CIEN 1.08% $90.1M 233,861 237.5 $54.3B Technology
19 RTX CORP RTX 1.08% $90.2M 440,791 39.6 $266.0B Industrials
20 GE VERNOVA INC COMMON GEV 1.07% $89.6M 104,354 47.4 $230.9B Utilities
21 PHILIP MORRIS PM 1.06% $88.6M 537,834 22.4 $253.9B Consumer Defensive
22 QUANTA SERVICES INC PWR 1.06% $88.1M 154,020 81.9 $83.1B Industrials
23 3M CO COMMON STOCK USD MMM 1.04% $86.4M 595,203 23.2 $74.3B Industrials
24 NETFLIX INC COMMON STOCK NFLX 0.90% $74.8M 790,197 35.4 $389.1B Communication Services
25 NATERA INC COMMON STOCK NTRA 0.89% $74.3M 375,476 -128.3 $27.7B Healthcare
26 INTERNATIONAL BUSINESS IBM 0.88% $73.6M 292,723 21.4 $226.8B Technology
27 MERCK & CO INC COMMON MRK 0.83% $69.1M 603,154 15.6 $282.3B Healthcare
28 GENERAL ELECTRIC CO GE 0.71% $59.3M 197,143 35.2 $302.5B Industrials
29 BOOKING HOLDINGS INC BKNG 0.70% $58.5M 13,350 26.0 $139.4B Consumer Cyclical
30 EXXON MOBIL XOM 0.68% $56.6M 358,897 24.0 $665.6B Energy
31 THE COCA-COLA COMPANY KO 0.67% $55.7M 733,272 24.5 $321.5B Consumer Defensive
32 DEERE & CO COMMON STOCK DE 0.67% $56.1M 98,308 31.4 $151.2B Industrials
33 ALNYLAM PHARMACEUTICALS ALNY 0.64% $53.2M 169,007 131.6 $41.4B Healthcare
34 TRANE TECHNOLOGIES PLC Private 0.61% $50.5M 118,373
35 BERKSHIRE HATHAWAY INC BRK-B 0.58% $48.1M 99,239 15.5 $1.0T Financial Services
36 TJX COS INC/THE COMMON TJX 0.58% $48.1M 314,624 31.7 $172.5B Consumer Cyclical
37 CHARLES SCHWAB CORP/THE SCHW 0.55% $45.7M 489,409 18.9 $168.2B Financial Services
38 MCDONALD'S CORP COMMON MCD 0.53% $44.3M 140,169 25.8 $220.4B Consumer Cyclical
39 INTUIT INC COMMON STOCK INTU 0.52% $43.7M 97,708 29.3 $126.8B Technology
40 COMFORT SYSTEMS USA INC FIX 0.52% $43.3M 30,460 46.8 $47.9B Industrials
41 WESTERN DIGITAL CORP WDC 0.51% $42.8M 140,361 26.6 $99.4B Technology
42 ITT INC COMMON STOCK USD ITT 0.50% $41.3M 223,782 29.9 $15.7B Industrials
43 MCKESSON CORP COMMON MCK 0.49% $41.1M 44,671 25.1 $109.3B Healthcare
44 TEXAS INSTRUMENTS INC TXN 0.49% $40.9M 214,222 34.0 $170.4B Technology
45 TERADYNE INC COMMON TER 0.46% $38.5M 128,262 82.1 $45.5B Technology
46 INTUITIVE SURGICAL INC ISRG 0.46% $38.1M 79,667 59.4 $169.7B Healthcare
47 ALIBABA GROUP HOLDING Private 0.46% $38.3M 285,204
48 AMETEK INC COMMON STOCK AME 0.45% $37.7M 177,307 32.5 $48.0B Industrials
49 WILLIAMS COS INC/THE WMB 0.44% $36.7M 503,786 33.8 $88.5B Energy
50 AUTOZONE INC COMMON AZO 0.44% $36.7M 10,920 22.4 $54.4B Consumer Cyclical

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms