JQUA - ETF AI Analysis

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JPMorgan U.S. Quality Factor ETF (JQUA)

Rating:73Outperform

Price Target:―

JQUA, the JPMorgan U.S. Quality Factor ETF, has a solid overall rating driven mainly by high‑quality leaders like Alphabet, Microsoft, Apple, and Johnson & Johnson, all of which show strong financial performance, positive earnings commentary, and strategic focus on growth areas such as AI, cloud, and services. These strengths are slightly tempered by holdings like Berkshire Hathaway and Visa, where bearish technical trends or lack of income features weigh on sentiment, and by several stocks with high valuations that could limit upside. The main risk factor is the fund’s heavy tilt toward large U.S. growth and tech‑related names, which can make it sensitive to shifts in sentiment toward expensive, AI‑focused and technology‑driven companies.

Positive Factors

Large Asset Base

The fund manages a sizable pool of assets, which can support liquidity and trading efficiency for investors.

Low Expense Ratio

The ETF charges a relatively low fee, so less of your potential return is lost to ongoing costs.

Sector Diversification Across the U.S. Market

Holdings are spread across many major sectors, which helps reduce the impact if any single industry struggles.

Negative Factors

Recent Weak Short-Term Performance

The fund has slipped over the past month, which may concern investors focused on near-term results.

Heavy Tilt Toward Technology

A large portion of the portfolio is in technology stocks, making the fund more sensitive to swings in that sector.

Concentration in U.S. Companies Only

Almost all of the ETF’s exposure is to U.S. stocks, offering little diversification across global markets.

JQUA vs. SPDR S&P 500 ETF (SPY)

AUM7.21B

RegionNorth America

Expense Ratio0.12%

Beta0.86

IssuerJPMorgan

Inception DateNov 08, 2017

Dividend Yield1.18%

Asset ClassEquity

Index TrackedJP Morgan US Quality Factor Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,079,756

30 Day Avg. Volume684,141

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

75.23

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering290

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

JQUA Summary

JPMorgan U.S. Quality Factor ETF (JQUA) tracks the JP Morgan US Quality Factor Index, which focuses on large U.S. companies with strong profits, steady earnings, and solid balance sheets. It holds many well-known names such as Microsoft, Apple, Alphabet (Google), and Nvidia, and is heavily invested in technology and other major sectors of the U.S. market. Someone might invest in JQUA to get broad exposure to high-quality U.S. stocks in a single fund, aiming for long-term growth with some stability. A key risk is that it can still rise and fall with the overall stock market, especially large U.S. tech stocks.

How much will it cost me?The JPMorgan U.S. Quality Factor ETF (JQUA) has an expense ratio of 0.12%, meaning you’ll pay $1.20 per year for every $1,000 invested. This is lower than average because it is passively managed, focusing on tracking an index rather than actively selecting stocks.

What would affect this ETF?The JPMorgan U.S. Quality Factor ETF (JQUA) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact consumer spending and financial stocks, which are also key components of the ETF. Regulatory changes or geopolitical tensions affecting U.S. markets could further influence its performance.

JQUA Top 10 Holdings

JQUA leans heavily into U.S. Big Tech and other blue-chip giants, and that’s where the story starts. Alphabet is one of the fund’s brighter spots, still rising on the back of its AI and cloud momentum, while Johnson & Johnson and Exxon Mobil quietly add steady fuel from health care and energy. On the flip side, Microsoft, Apple, and Meta have been losing steam lately, turning tech from a clear tailwind into more of a mixed bag. Overall, the ETF is firmly U.S.-focused with a noticeable tilt toward quality tech leaders.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	2.02%	$147.33M	$4.49T	35.01%	76 Outperform
BRK.B	Berkshire Hathaway B	1.98%	$144.25M	$1.09T	3.16%	66 Neutral
JNJ	Johnson & Johnson	1.91%	$139.54M	$586.40B	55.16%	78 Outperform
META	Meta Platforms	1.89%	$137.93M	$1.62T	-8.60%	76 Outperform
AAPL	Apple	1.89%	$137.53M	$3.87T	7.96%	79 Outperform
XOM	Exxon Mobil	1.88%	$137.46M	$616.51B	36.61%	74 Outperform
GOOGL	Alphabet Class A	1.87%	$136.59M	$3.66T	63.72%	85 Outperform
V	Visa	1.73%	$126.10M	$608.97B	-9.83%	70 Outperform
AVGO	Broadcom	1.70%	$123.82M	$1.58T	45.81%	76 Outperform
MSFT	Microsoft	1.64%	$119.34M	$2.95T	-3.66%	79 Outperform

JQUA Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

63.84

Positive

100DMA

63.05

Positive

200DMA

61.44

Positive

Market Momentum

MACD

-0.02

Positive

RSI

51.44

Neutral

STOCH

58.52

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JQUA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 64.03, equal to the 50-day MA of 63.84, and equal to the 200-day MA of 61.44, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 51.44 is Neutral, neither overbought nor oversold. The STOCH value of 58.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JQUA.

JQUA Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
JQUA	―	―	$7.21B	0.12%	―
MGC	―	―	$9.36B	0.05%	―
PRF	―	―	$8.97B	0.34%	―
QQQI	―	―	$8.71B	0.68%	―
FTCS	―	―	$8.31B	0.52%	―
QYLD	―	―	$8.16B	0.61%	―

Performance Comparison

JQUA

JPMorgan U.S. Quality Factor ETF

63.85

4.16

6.97%

MGC

Vanguard Mega Cap ETF

―

PRF

Invesco FTSE RAFI US 1000 ETF

―

QQQI

NEOS Nasdaq 100 High Income ETF

―

FTCS

First Trust Capital Strength ETF

―

QYLD

Global X NASDAQ 100 Covered Call ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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