Jp Morgan Exchange Traded Etf Profile
| JGRO Etf | USD 83.52 0.43 0.51% |
Performance9 of 100
| Odds Of DistressLess than 9
|
JP Morgan is selling at 83.52 as of the 30th of January 2025; that is 0.51 percent decrease since the beginning of the trading day. The etf's open price was 83.95. JP Morgan has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. The performance scores are derived for the period starting the 10th of February 2023 and ending today, the 30th of January 2025. Click here to learn more.
The fund will invest primarily in equity securities of U.S. large-capitalization companies, but the adviser has discretion to invest in securities across the whole market capitalization spectrum, including securities of mid-capitalization and small-capitalization companies. More on JP Morgan Exchange Traded
Moving together with JGRO Etf
JGRO Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Equity ETFs, Size And Style ETFs, Large Growth, JPMorgan (View all Sectors) |
| Issuer | JPMorgan |
| Inception Date | 2022-08-08 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 4.71 Billion |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Size and Style |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | J.P. Morgan Investment Management Inc. |
| Advisor | J.P. Morgan Investment Management Inc. |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | JPMorgan Distribution Services, Inc. |
| Portfolio Manager | Giri Devulapally, Timothy Parton, Felise Agranoff |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 125 |
| Market Maker | Citadel |
| Total Expense | 0.44 |
| Management Fee | 0.44 |
| 200 Day M A | 75.9969 |
| Country Name | USA |
| 50 Day M A | 82.38 |
| Code | JGRO |
| Updated At | 30th of January 2025 |
| Returns Y T D | 3.07 |
| Currency Name | US Dollar |
| Currency Code | USD |
| Open Figi | BBG018R2GM74 |
| Type | ETF |
| 1y Volatility | 14.03 |
JP Morgan Exchange Traded [JGRO] is traded in USA and was established 2022-08-08. The fund is listed under Large Growth category and is part of JPMorgan family. The entity is thematically classified as Broad Equity ETFs. JP Morgan Exchange currently have 48.7 M in assets under management (AUM). , while the total return for the last year was 29.0%.
Check JP Morgan Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JGRO Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JGRO Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as JP Morgan Exchange Traded Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
JP Morgan Exchange Currency Exposure
JP Morgan Exchange Traded holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of JP Morgan will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in JP Morgan Exchange Traded.
Top JP Morgan Exchange Traded Etf Constituents
| FTI | TechnipFMC PLC | Stock | Energy | |
| GEV | GE Vernova LLC | Stock | Utilities | |
| XYZ | Block, Inc | Stock | Industrials | |
| TT | Trane Technologies plc | Stock | Industrials | |
| MCO | Moodys | Stock | Financials | |
| ITCI | Intracellular Th | Stock | Health Care | |
| AVGO | Broadcom | Stock | Information Technology | |
| UBER | Uber Technologies | Stock | Industrials |
JP Morgan Exchange Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JP Morgan. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0849 | |||
| Jensen Alpha | 0.0792 | |||
| Sortino Ratio | 0.0228 | |||
| Treynor Ratio | 0.2955 |
JP Morgan Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JP Morgan Exchange Traded. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
The market value of JP Morgan Exchange is measured differently than its book value, which is the value of JGRO that is recorded on the company's balance sheet. Investors also form their own opinion of JP Morgan's value that differs from its market value or its book value, called intrinsic value, which is JP Morgan's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JP Morgan's market value can be influenced by many factors that don't directly affect JP Morgan's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JP Morgan's value and its price as these two are different measures arrived at by different means. Investors typically determine if JP Morgan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JP Morgan's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.