JGRO vs. APUE ETF Comparison

Comparison of JPMorgan Active Growth ETF (JGRO) to Trust for Professional Managers ActivePassive U.S. Equity ETF (APUE)

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

$80.92

Average Daily Volume

456,688

Number of Holdings ^*

105

* may have additional holdings in another (foreign) market

APUE

Trust for Professional Managers ActivePassive U.S. Equity ETF

APUE Description

The fund is an actively-managed exchange-traded fund ("ETF") that blends active and passive investment strategies to optimize costs, tracking and potential return over the fund"s benchmark index, the CRSP U.S. Total Market Index. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies included in the benchmark index.

Grade (RS Rating)

Last Trade

$36.75

Average Daily Volume

85,016

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	JGRO	APUE
30 Days	4.02%	3.74%
60 Days	5.72%	4.87%
90 Days	7.35%	6.08%
12 Months	38.25%	33.10%

63 Overlapping Holdings

Symbol	Grade	Weight in JGRO	Weight in APUE	Overlap
AAPL	C	7.14%	5.79%	5.79%
ABNB	C	0.02%	0.11%	0.02%
ABT	B	0.26%	0.25%	0.25%
ADBE	C	0.04%	0.47%	0.04%
AMD	F	0.03%	0.45%	0.03%
AMZN	C	6.39%	3.5%	3.5%
ANET	C	0.78%	0.24%	0.24%
APH	A	0.29%	0.43%	0.29%
AVGO	D	2.48%	1.41%	1.41%
BRK.A	B	0.49%	1.84%	0.49%
BX	A	1.22%	0.25%	0.25%
CMG	B	0.13%	0.12%	0.12%
COP	C	0.19%	0.24%	0.19%
CPRT	A	0.44%	0.11%	0.11%
CRM	B	0.22%	0.62%	0.22%
CRWD	B	0.24%	0.13%	0.13%
DASH	A	1.02%	0.2%	0.2%
DHI	D	0.86%	0.22%	0.22%
ENTG	D	0.3%	0.31%	0.3%
EOG	A	0.38%	0.11%	0.11%
ETN	A	0.51%	0.39%	0.39%
EW	C	0.08%	0.05%	0.05%
FCX	D	0.05%	0.16%	0.05%
GEV	B	0.22%	0.14%	0.14%
GOOG	C	4.59%	1.63%	1.63%
GRMN	B	0.41%	0.15%	0.15%
GS	A	0.95%	0.32%	0.32%
GWW	B	0.34%	0.27%	0.27%
HD	A	0.54%	0.59%	0.54%
HUBB	B	0.32%	0.04%	0.04%
IBKR	A	0.56%	0.05%	0.05%
IBM	C	0.46%	0.42%	0.42%
INTU	C	1.13%	0.49%	0.49%
IR	B	0.42%	0.05%	0.05%
ISRG	A	1.88%	0.43%	0.43%
KKR	A	1.16%	0.21%	0.21%
KO	D	0.55%	0.42%	0.42%
LLY	F	3.1%	1.16%	1.16%
LNG	B	0.08%	0.07%	0.07%
LRCX	F	0.4%	0.2%	0.2%
MA	C	2.81%	0.59%	0.59%
MCD	D	0.42%	0.23%	0.23%
MCK	B	0.7%	0.11%	0.11%
META	D	5.32%	2.28%	2.28%
MNST	C	0.06%	0.04%	0.04%
MSFT	F	7.34%	5.41%	5.41%
NFLX	A	2.32%	0.74%	0.74%
NOW	A	1.0%	0.47%	0.47%
NVDA	C	10.41%	5.97%	5.97%
ORCL	B	1.75%	0.42%	0.42%
PANW	C	1.0%	0.17%	0.17%
PGR	A	0.51%	0.26%	0.26%
PWR	A	1.15%	0.11%	0.11%
PYPL	B	0.37%	0.15%	0.15%
REGN	F	0.9%	0.18%	0.18%
SNPS	B	0.58%	0.1%	0.1%
SQ	B	0.06%	0.06%	0.06%
TJX	A	0.62%	0.32%	0.32%
TMO	F	0.43%	0.29%	0.29%
TSLA	B	1.62%	1.68%	1.62%
TT	A	1.07%	0.17%	0.17%
UBER	D	0.87%	0.29%	0.29%
UNH	C	0.19%	1.04%	0.19%

JGRO Overweight 42 Positions Relative to APUE

Symbol	Grade	Weight
BKNG	A	0.94%
TSM	B	0.74%
TTD	B	0.73%
MMM	D	0.72%
HUBS	A	0.71%
VRT	B	0.68%
SPOT	B	0.58%
TDG	D	0.54%
SBUX	A	0.54%
NTRA	B	0.51%
MCO	B	0.51%
FTI	A	0.48%
ITT	A	0.46%
AME	A	0.45%
MELI	D	0.41%
TEAM	A	0.37%
TTWO	A	0.37%
FICO	B	0.36%
AZO	C	0.34%
BAH	F	0.32%
ON	D	0.29%
STZ	D	0.29%
ALNY	D	0.28%
TER	D	0.27%
JBHT	C	0.26%
SHOP	B	0.25%
ELF	C	0.24%
MDB	C	0.24%
HLT	A	0.23%
EXP	A	0.23%
ITCI	C	0.22%
APP	B	0.22%
POOL	C	0.2%
SAIA	B	0.19%
MTD	D	0.16%
IQV	D	0.15%
SNOW	C	0.15%
AL	B	0.15%
BABA	D	0.12%
EXAS	D	0.11%
CELH	F	0.07%
ASML	F	0.05%

JGRO Underweight 230 Positions Relative to APUE

Symbol	Grade	Weight
DFAS	A	-4.83%
GOOGL	C	-1.98%
JPM	A	-1.5%
PG	A	-0.99%
XOM	B	-0.99%
WMT	A	-0.93%
JNJ	D	-0.89%
COST	B	-0.81%
V	A	-0.64%
WFC	A	-0.62%
ABBV	D	-0.6%
ACN	C	-0.58%
BAC	A	-0.49%
QCOM	F	-0.48%
GE	D	-0.47%
MO	A	-0.47%
SPG	B	-0.46%
DIS	B	-0.44%
T	A	-0.43%
AER	B	-0.42%
TMUS	B	-0.41%
AFL	B	-0.41%
DUK	C	-0.4%
AXP	A	-0.39%
AMAT	F	-0.39%
DHR	F	-0.39%
VZ	C	-0.38%
CSCO	B	-0.38%
C	A	-0.38%
UNP	C	-0.38%
AWI	A	-0.38%
SYK	C	-0.38%
CHDN	B	-0.38%
BK	A	-0.37%
MUSA	A	-0.37%
WTM	A	-0.37%
LOW	D	-0.35%
MRK	F	-0.35%
PH	A	-0.33%
MDT	D	-0.33%
FI	A	-0.33%
LIN	D	-0.33%
PEP	F	-0.32%
DECK	A	-0.31%
CTAS	B	-0.31%
CVX	A	-0.31%
PCAR	B	-0.31%
HCA	F	-0.31%
HON	B	-0.3%
EQR	B	-0.3%
COF	B	-0.3%
BLK	C	-0.3%
ETR	B	-0.3%
BR	A	-0.29%
CAT	B	-0.29%
PHM	D	-0.29%
TXN	C	-0.29%
ADI	D	-0.29%
MDLZ	F	-0.28%
BSX	B	-0.28%
SNA	A	-0.27%
POST	C	-0.27%
LANC	C	-0.27%
AXTA	A	-0.27%
CMCSA	B	-0.27%
SHW	A	-0.27%
ZBRA	B	-0.26%
URI	B	-0.26%
SPGI	C	-0.26%
WAT	B	-0.26%
VICI	C	-0.25%
THG	A	-0.25%
L	A	-0.25%
LW	C	-0.25%
PM	B	-0.25%
PFE	D	-0.25%
MAS	D	-0.24%
JKHY	D	-0.23%
NEU	C	-0.23%
MS	A	-0.23%
CACC	D	-0.23%
CWST	A	-0.22%
GM	B	-0.22%
AEP	D	-0.22%
AMT	D	-0.22%
QLYS	C	-0.22%
SO	D	-0.22%
VRTX	F	-0.21%
RTX	C	-0.21%
LEN	D	-0.2%
NEE	D	-0.2%
KLAC	D	-0.19%
PPL	B	-0.19%
TTC	D	-0.19%
ESI	A	-0.19%
WAB	B	-0.18%
FR	C	-0.18%
PLD	D	-0.18%
FDX	B	-0.18%
BMY	B	-0.18%
AMGN	D	-0.18%
NI	A	-0.18%
ROP	B	-0.17%
ADP	B	-0.17%
CBOE	B	-0.17%
CCL	B	-0.16%
EVRG	A	-0.16%
GILD	C	-0.16%
IRM	D	-0.16%
IP	B	-0.16%
HWM	A	-0.16%
GDDY	A	-0.16%
TGT	F	-0.16%
MU	D	-0.16%
ESS	B	-0.15%
REYN	D	-0.15%
LMT	D	-0.15%
ED	D	-0.15%
ICE	C	-0.15%
TXT	D	-0.15%
TREX	C	-0.15%
CARR	D	-0.15%
DE	A	-0.15%
COIN	C	-0.15%
LEN	D	-0.15%
WY	D	-0.14%
UNF	B	-0.14%
DOV	A	-0.14%
FOX	A	-0.14%
MTN	C	-0.14%
AIG	B	-0.14%
PEG	A	-0.14%
DGX	A	-0.13%
FOXA	B	-0.13%
EMR	A	-0.13%
BALL	D	-0.13%
WELL	A	-0.13%
ZBH	C	-0.13%
BRKR	D	-0.13%
KMB	D	-0.13%
MPC	D	-0.13%
FNF	B	-0.13%
ECL	D	-0.12%
PCG	A	-0.12%
HIG	B	-0.12%
HOLX	D	-0.12%
CEG	D	-0.11%
PLTR	B	-0.11%
SYF	B	-0.11%
STLD	B	-0.11%
CMI	A	-0.11%
CAH	B	-0.1%
CL	D	-0.1%
UPS	C	-0.1%
AEE	A	-0.1%
SWKS	F	-0.1%
DD	D	-0.1%
CNNE	B	-0.09%
ZTS	D	-0.09%
A	D	-0.09%
EFX	F	-0.09%
APD	A	-0.09%
STT	A	-0.09%
CABO	C	-0.09%
KR	B	-0.09%
RCL	A	-0.08%
DLR	B	-0.08%
DRI	B	-0.08%
ALL	A	-0.08%
COR	B	-0.08%
CCI	D	-0.08%
AON	A	-0.08%
AVB	B	-0.08%
ROK	B	-0.08%
KVUE	A	-0.07%
CRBG	B	-0.07%
TW	A	-0.07%
PKG	A	-0.07%
MKL	A	-0.07%
CBRE	B	-0.07%
NEM	D	-0.07%
ARE	D	-0.07%
BEN	C	-0.07%
CTSH	B	-0.07%
KHC	F	-0.07%
EXR	D	-0.07%
DVN	F	-0.06%
CB	C	-0.06%
ROST	C	-0.06%
BA	F	-0.06%
APO	B	-0.06%
CTVA	C	-0.06%
NDAQ	A	-0.06%
RBLX	C	-0.06%
GD	F	-0.06%
ACGL	D	-0.06%
MPWR	F	-0.06%
CSGP	D	-0.06%
VLO	C	-0.06%
DAL	C	-0.05%
DELL	C	-0.05%
CVNA	B	-0.05%
CVS	D	-0.05%
RSG	A	-0.05%
NTAP	C	-0.05%
GPN	B	-0.05%
GEN	B	-0.05%
CI	F	-0.05%
SLB	C	-0.05%
PSX	C	-0.05%
NWS	B	-0.05%
PFG	D	-0.04%
FSLR	F	-0.04%
NUE	C	-0.04%
EG	C	-0.04%
CTRA	B	-0.04%
ELV	F	-0.04%
J	F	-0.04%
VLTO	D	-0.03%
ADM	D	-0.03%
CNC	D	-0.03%
UAL	A	-0.03%
MSTR	C	-0.03%
DTE	C	-0.02%
SMCI	F	-0.02%
RKT	F	-0.02%
DLTR	F	-0.02%
WPC	D	-0.02%
GIS	D	-0.01%
HST	C	-0.0%