JPMorgan Active Growth ETF (JGRO) Buys $48.1 Million More Microsoft on Wednesday GuruFocus News Fri, October 16, 2026 at 7:06 AM EDT MSFT +1.08% GOOG +0.37% AAPL -0.28% AMD -1.50% TSM -1.80% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
In ETF activity on Wednesday, Oct. 14, JPMorgan Active Growth ETF (JGRO) increased 85 positions and decreased 23, with $129.3 million gross traded and $12.9 million net bought. JGRO, which has $9.91 billion in assets, bought $48.1 million of Microsoft, $4.0 million of Alphabet, $2.6 million of Apple, $1.4 million of Taiwan Semiconductor and $1.3 million of Advanced Micro Devices.
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Its largest buys by dollar value were MSFT ($48.1 million), GOOG ($4.0 million) and AAPL ($2.6 million).
Its largest sells by dollar value were NVDA ($17.4 million), CVNA ($11.8 million) and SNDK ($9.4 million).
The largest buy was $48.1 million of Microsoft, lifting its weight to 5.4%. Alphabet rose by $4.0 million to 12.08% of assets, Apple by $2.6 million to 6.85%, Taiwan Semiconductor by $1.4 million to 0.95% and AMD by $1.3 million to 3.66%. On the sell side, JGRO cut $17.4 million of Nvidia, $11.8 million of Carvana, $9.4 million of Sandisk, $4.7 million of Broadcom and $2.9 million of Micron. No positions were new or fully exited.
JGRO is an Equity US fund that holds 108 stocks, with 57.3% of assets in its top 10 holdings. Technology is its largest sector at 51.1%, followed by Communication Services at 16.1% and Healthcare at 11.0%. Its market-cap mix is 99.1% large cap, 0.8% mid cap and 0.1% small cap. The fund has an expense ratio of 0.44%, a GF Score of 84, a P/E of 28.63, a P/B of 8.65, a dividend yield of 0.12% and a year-to-date return of 2.66%. Its top holdings are Nvidia at 14.08%, Alphabet at 12.08%, Apple at 6.85%, Microsoft at 5.4% and Broadcom at 4.43%.
Technology 51.1%, Communication Services 16.1%, Healthcare 11.0%
NVDA (14.08%), GOOG (12.08%), AAPL (6.85%), MSFT (5.40%), AVGO (4.43%)
Holdings, performance and fees for JGRO are on its fund summary page; the ETF Screener lines it up against its peers. Its biggest buy this time, MSFT, has its own GF Value page and stock summary.
Watch whether JGRO continues to add to Microsoft and trim Nvidia in its next holdings update, and whether the fund makes any new or exited positions after none appeared on Wednesday.
Based on holdings changes reported by JPMorgan Active Growth ETF (JGRO) for Oct. 14, 2026, US-listed stocks only.
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Sector Trends: Technology Most Bought, Basic Materials Least Bought on Wednesday
ETFs Are Buying Microsoft (NASDAQ:MSFT) on Oct. 14
ETFs Bought $113.2 Million of Alphabet (NASDAQ:GOOG) on Oct. 14
ETFs Are Net Sellers of Micron (NASDAQ:MU) on Oct. 14
Apple (NASDAQ:AAPL) Sees $365.1 Million in Net ETF Buying on Oct. 14
