JGRO vs. IMCB ETF Comparison

Comparison of JPMorgan Active Growth ETF (JGRO) to iShares Morningstar Mid-Cap ETF (IMCB)
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
IMCB

iShares Morningstar Mid-Cap ETF

IMCB Description IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.

Grade (RS Rating)

Last Trade

$81.50

Average Daily Volume

28,342

Number of Holdings *

447

* may have additional holdings in another (foreign) market
Performance
Period JGRO IMCB
30 Days 4.02% 6.60%
60 Days 5.72% 7.43%
90 Days 7.35% 9.78%
12 Months 38.25% 32.75%
38 Overlapping Holdings
Symbol Grade Weight in JGRO Weight in IMCB Overlap
ALNY D 0.28% 0.28% 0.28%
AME A 0.45% 0.39% 0.39%
APP B 0.22% 0.52% 0.22%
AZO C 0.34% 0.47% 0.34%
BAH F 0.32% 0.17% 0.17%
CELH F 0.07% 0.04% 0.04%
CPRT A 0.44% 0.44% 0.44%
DASH A 1.02% 0.47% 0.47%
DHI D 0.86% 0.43% 0.43%
ENTG D 0.3% 0.13% 0.13%
EW C 0.08% 0.35% 0.08%
EXAS D 0.11% 0.08% 0.08%
FICO B 0.36% 0.5% 0.36%
GEV B 0.22% 0.79% 0.22%
GRMN B 0.41% 0.29% 0.29%
GWW B 0.34% 0.46% 0.34%
HLT A 0.23% 0.54% 0.23%
HUBB B 0.32% 0.21% 0.21%
HUBS A 0.71% 0.31% 0.31%
IBKR A 0.56% 0.17% 0.17%
IQV D 0.15% 0.33% 0.15%
IR B 0.42% 0.37% 0.37%
JBHT C 0.26% 0.14% 0.14%
LNG B 0.08% 0.42% 0.08%
MDB C 0.24% 0.18% 0.18%
MTD D 0.16% 0.23% 0.16%
NTRA B 0.51% 0.16% 0.16%
ON D 0.29% 0.25% 0.25%
POOL C 0.2% 0.12% 0.12%
PWR A 1.15% 0.42% 0.42%
SAIA B 0.19% 0.13% 0.13%
SQ B 0.06% 0.41% 0.06%
STZ D 0.29% 0.35% 0.29%
TEAM A 0.37% 0.35% 0.35%
TER D 0.27% 0.15% 0.15%
TTD B 0.73% 0.49% 0.49%
TTWO A 0.37% 0.26% 0.26%
VRT B 0.68% 0.39% 0.39%
JGRO Overweight 67 Positions Relative to IMCB
Symbol Grade Weight
NVDA C 10.41%
MSFT F 7.34%
AAPL C 7.14%
AMZN C 6.39%
META D 5.32%
GOOG C 4.59%
LLY F 3.1%
MA C 2.81%
AVGO D 2.48%
NFLX A 2.32%
ISRG A 1.88%
ORCL B 1.75%
TSLA B 1.62%
BX A 1.22%
KKR A 1.16%
INTU C 1.13%
TT A 1.07%
NOW A 1.0%
PANW C 1.0%
GS A 0.95%
BKNG A 0.94%
REGN F 0.9%
UBER D 0.87%
ANET C 0.78%
TSM B 0.74%
MMM D 0.72%
MCK B 0.7%
TJX A 0.62%
SNPS B 0.58%
SPOT B 0.58%
KO D 0.55%
TDG D 0.54%
SBUX A 0.54%
HD A 0.54%
MCO B 0.51%
ETN A 0.51%
PGR A 0.51%
BRK.A B 0.49%
FTI A 0.48%
ITT A 0.46%
IBM C 0.46%
TMO F 0.43%
MCD D 0.42%
MELI D 0.41%
LRCX F 0.4%
EOG A 0.38%
PYPL B 0.37%
APH A 0.29%
ABT B 0.26%
SHOP B 0.25%
CRWD B 0.24%
ELF C 0.24%
EXP A 0.23%
ITCI C 0.22%
CRM B 0.22%
UNH C 0.19%
COP C 0.19%
SNOW C 0.15%
AL B 0.15%
CMG B 0.13%
BABA D 0.12%
MNST C 0.06%
ASML F 0.05%
FCX D 0.05%
ADBE C 0.04%
AMD F 0.03%
ABNB C 0.02%
JGRO Underweight 409 Positions Relative to IMCB
Symbol Grade Weight
PLTR B -1.04%
COF B -0.61%
WMB A -0.59%
ADSK A -0.58%
GM B -0.57%
OKE A -0.55%
CARR D -0.55%
FTNT C -0.54%
TFC A -0.54%
NSC B -0.53%
TRV B -0.52%
PCAR B -0.52%
WDAY B -0.51%
DLR B -0.51%
URI B -0.5%
JCI C -0.5%
SRE A -0.5%
BK A -0.5%
MSTR C -0.5%
AFL B -0.49%
AMP A -0.49%
SPG B -0.48%
RCL A -0.48%
COIN C -0.48%
PSA D -0.46%
KMI A -0.46%
ALL A -0.45%
CMI A -0.44%
FIS C -0.44%
AEP D -0.44%
O D -0.43%
AIG B -0.43%
PAYX C -0.42%
MSCI C -0.42%
HWM A -0.41%
ROST C -0.41%
NEM D -0.41%
TEL B -0.41%
LHX C -0.41%
FAST B -0.41%
D C -0.41%
VST B -0.4%
PRU A -0.4%
KMB D -0.39%
CCI D -0.39%
VLO C -0.39%
PCG A -0.39%
AXON A -0.38%
PEG A -0.38%
DFS B -0.38%
BKR B -0.38%
F C -0.38%
COR B -0.37%
DAL C -0.37%
TRGP B -0.37%
ODFL B -0.37%
OTIS C -0.36%
HES B -0.36%
CTSH B -0.36%
VRSK A -0.36%
KVUE A -0.36%
IT C -0.36%
FERG B -0.36%
KR B -0.35%
CTVA C -0.35%
EA A -0.35%
LEN D -0.35%
CBRE B -0.35%
XEL A -0.34%
A D -0.34%
YUM B -0.34%
DDOG A -0.34%
CHTR C -0.34%
SYY B -0.33%
ACGL D -0.33%
VMC B -0.33%
EXC C -0.33%
GIS D -0.32%
HPQ B -0.32%
KDP D -0.32%
MLM B -0.32%
GLW B -0.32%
LULU C -0.32%
DD D -0.31%
MCHP D -0.31%
IDXX F -0.31%
NUE C -0.31%
MTB A -0.31%
DELL C -0.31%
VEEV C -0.3%
HUM C -0.3%
RMD C -0.3%
HIG B -0.3%
EXR D -0.3%
WAB B -0.3%
VICI C -0.29%
WTW B -0.29%
GEHC F -0.29%
ROK B -0.29%
ED D -0.29%
IRM D -0.29%
DOW F -0.28%
ARES A -0.28%
EIX B -0.28%
FANG D -0.28%
EBAY D -0.28%
FITB A -0.28%
EFX F -0.28%
AVB B -0.28%
NDAQ A -0.27%
RJF A -0.27%
WEC A -0.27%
CPNG D -0.27%
CSGP D -0.27%
CNC D -0.27%
ETR B -0.27%
PPG F -0.26%
XYL D -0.26%
ANSS B -0.26%
GPN B -0.26%
CAH B -0.26%
DXCM D -0.26%
UAL A -0.26%
TSCO D -0.26%
KHC F -0.25%
STT A -0.25%
KEYS A -0.24%
MPWR F -0.24%
BRO B -0.24%
FCNCA A -0.24%
DECK A -0.24%
PHM D -0.24%
RBLX C -0.24%
NET B -0.24%
NVR D -0.24%
HPE B -0.24%
DOV A -0.24%
VTR C -0.23%
CPAY A -0.23%
AWK D -0.23%
TYL B -0.23%
SYF B -0.23%
TPL A -0.23%
HSY F -0.23%
CHD B -0.23%
TROW B -0.23%
FTV C -0.23%
HAL C -0.23%
BR A -0.23%
PPL B -0.22%
DTE C -0.22%
WST C -0.22%
GDDY A -0.22%
DVN F -0.22%
ADM D -0.22%
EQR B -0.22%
SW A -0.22%
HBAN A -0.22%
EME C -0.21%
LPLA A -0.21%
SBAC D -0.21%
BIIB F -0.21%
AEE A -0.21%
RF A -0.21%
EQT B -0.21%
CDW F -0.21%
CCL B -0.21%
NTAP C -0.21%
VLTO D -0.21%
WAT B -0.2%
TDY B -0.2%
ZBH C -0.2%
WY D -0.2%
ILMN D -0.2%
LDOS C -0.2%
PTC A -0.2%
IFF D -0.2%
EXPE B -0.2%
CINF A -0.2%
PKG A -0.19%
CFG B -0.19%
K A -0.19%
LYB F -0.19%
ES D -0.19%
NTRS A -0.19%
ATO A -0.19%
STE F -0.19%
MKL A -0.19%
BLDR D -0.19%
WBD C -0.19%
CMS C -0.18%
ZBRA B -0.18%
PFG D -0.18%
LH C -0.18%
STLD B -0.18%
DRI B -0.18%
WDC D -0.18%
CLX B -0.18%
OMC C -0.18%
FE C -0.18%
CSL C -0.18%
SNA A -0.17%
MKC D -0.17%
FDS B -0.17%
CTRA B -0.17%
EXE B -0.17%
NRG B -0.17%
ZS C -0.17%
LYV A -0.17%
INVH D -0.17%
CNP B -0.17%
LUV C -0.17%
TRU D -0.17%
ESS B -0.17%
IP B -0.17%
BALL D -0.17%
DKNG B -0.17%
STX D -0.17%
LII A -0.17%
LVS C -0.17%
COO D -0.17%
ZM B -0.17%
FSLR F -0.17%
MOH F -0.16%
J F -0.16%
FWONK B -0.16%
BBY D -0.16%
KEY B -0.16%
TSN B -0.16%
HOLX D -0.16%
PODD C -0.16%
ULTA F -0.16%
WSO A -0.16%
MAA B -0.16%
WRB A -0.16%
HOOD B -0.15%
HEI B -0.15%
ALGN D -0.15%
KIM A -0.15%
OC A -0.15%
DG F -0.15%
ARE D -0.15%
EXPD D -0.15%
BURL A -0.15%
MANH D -0.15%
TRMB B -0.15%
XPO B -0.15%
GEN B -0.15%
RS B -0.15%
GPC D -0.15%
NTNX A -0.15%
IEX B -0.15%
MAS D -0.15%
DGX A -0.15%
PNR A -0.15%
PINS D -0.15%
RPM A -0.15%
FLEX A -0.14%
SUI D -0.14%
L A -0.14%
CF B -0.14%
FNF B -0.14%
FIX A -0.14%
THC D -0.14%
TOL B -0.14%
WSM B -0.14%
EG C -0.14%
VRSN F -0.14%
AVY D -0.14%
SSNC B -0.14%
NI A -0.14%
BAX D -0.14%
MRO B -0.14%
TXT D -0.14%
DOCU A -0.14%
TWLO A -0.14%
JBL B -0.13%
FFIV B -0.13%
AVTR F -0.13%
RVTY F -0.13%
EVRG A -0.13%
AMCR D -0.13%
ACM A -0.13%
UTHR C -0.13%
ROL B -0.13%
DT C -0.13%
TW A -0.13%
EL F -0.13%
DOC D -0.13%
GGG B -0.13%
DPZ C -0.13%
USFD A -0.13%
CASY A -0.13%
RGA A -0.13%
LNT A -0.13%
VTRS A -0.13%
PSTG D -0.13%
SWK D -0.12%
CAG D -0.12%
NDSN B -0.12%
RNR C -0.12%
PFGC B -0.12%
MRNA F -0.12%
UDR B -0.12%
SWKS F -0.12%
AKAM D -0.12%
DLTR F -0.12%
EPAM C -0.12%
EQH B -0.12%
OVV B -0.11%
LECO B -0.11%
EMN D -0.11%
UHS D -0.11%
DAY B -0.11%
UNM A -0.11%
ALB C -0.11%
AMH D -0.11%
HST C -0.11%
SCI B -0.11%
NVT B -0.11%
NBIX C -0.11%
BMRN D -0.11%
REG B -0.11%
BXP D -0.11%
KMX B -0.11%
JNPR F -0.11%
OKTA C -0.11%
BG F -0.11%
ALLE D -0.11%
JKHY D -0.11%
GLPI C -0.11%
CLH B -0.11%
INCY C -0.11%
CPT B -0.11%
ELS C -0.11%
APTV D -0.11%
TTEK F -0.1%
CCK C -0.1%
FND C -0.1%
IPG D -0.1%
TAP C -0.1%
NWSA B -0.1%
FOXA B -0.1%
CG A -0.1%
PAYC B -0.1%
DKS C -0.1%
BLD D -0.1%
RRX B -0.1%
TECH D -0.1%
SNAP C -0.1%
LW C -0.1%
SJM D -0.1%
HEI B -0.1%
WPC D -0.1%
CNH C -0.09%
WING D -0.09%
ALLY C -0.09%
SRPT D -0.09%
CHDN B -0.09%
AES F -0.09%
CRL C -0.09%
ERIE D -0.09%
RPRX D -0.09%
LKQ D -0.09%
AFG A -0.09%
BJ A -0.09%
MOS F -0.08%
ENPH F -0.08%
AOS F -0.08%
CPB D -0.08%
HRL D -0.08%
TFX F -0.08%
SMCI F -0.08%
AR B -0.08%
WYNN D -0.08%
MGM D -0.08%
WMS D -0.08%
MORN B -0.08%
SOLV C -0.08%
WTRG B -0.08%
ACI C -0.07%
CNM D -0.07%
DVA B -0.07%
HII D -0.07%
CE F -0.07%
APA D -0.07%
MEDP D -0.07%
PCOR B -0.06%
UHAL D -0.06%
QRVO F -0.06%
WBA F -0.06%
BSY D -0.06%
SIRI C -0.06%
AZPN A -0.06%
DINO D -0.06%
BRKR D -0.05%
U C -0.05%
SNX C -0.05%
FOX A -0.05%
BEN C -0.05%
WLK D -0.04%
COTY F -0.03%
NWS B -0.03%
PAG B -0.03%
FWONA B -0.02%
ALAB B -0.02%
AGR B -0.02%
LEN D -0.01%
UHAL D -0.0%
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