JGRO: Promising Start And Unconvincing Follow-On

Fred PiardInvesting Group LeaderFollow5ShareSavePlay(5min)CommentsSummaryThe JPMorgan Active Growth ETF targets large-cap U.S. companies with high expected earnings growth, emphasizing technology.Despite a strong start, JGRO now lags major passive growth ETFs in returns and Sharpe ratio since inception.I find JGRO less attractive than peers like QQQ and SCHG, which offer better historical returns, lower fees, and higher liquidity.Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here » manusapon kasosod/iStock via Getty Images This article updates my review of August 2025 in light of current holdings and recent performance. JGRO Strategy JPMorgan Active Growth ETF (JGRO) is an actively managed fund launched on 08/08/2022 with anThis article was written byFred Piard16.32K FollowersFollowFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.