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JQUA - ETF AI Analysis
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JPMorgan U.S. Quality Factor ETF (JQUA)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, like Nvidia, Alphabet, and Broadcom, have shown strong year-to-date performance, supporting the ETF’s overall returns.
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective compared to many other funds.
Sector Diversification
The ETF spreads its investments across multiple sectors, with significant exposure to technology, financials, and consumer cyclical industries.
Negative Factors
High Technology Concentration
Over 36% of the fund is allocated to the technology sector, increasing vulnerability to downturns in tech stocks.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
Recent Performance Volatility
The ETF’s one-month performance has slightly declined, indicating short-term volatility despite longer-term gains.
JQUA vs. SPDR S&P 500 ETF (SPY)
AUM7.71B
RegionNorth America
Expense Ratio0.12%
Beta0.87
IssuerJPMorgan
Inception DateNov 08, 2017
Dividend Yield1.17%
Asset ClassEquity
Index TrackedJP Morgan US Quality Factor Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume505,624
30 Day Avg. Volume550,398
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
74.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering291
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JQUA Summary
The JPMorgan U.S. Quality Factor ETF (JQUA) is an investment fund that focuses on large U.S. companies with strong financial health, such as stable earnings and solid balance sheets. It tracks the JP Morgan US Quality Factor Index and includes well-known companies like Microsoft and Nvidia. This ETF is ideal for investors seeking growth and stability, as it targets firms that are likely to perform well over the long term. However, since it is heavily weighted toward technology stocks, its performance can be impacted by fluctuations in the tech sector.
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
The JPMorgan U.S. Quality Factor ETF (JQUA) leans heavily into technology, with names like Alphabet and Apple providing steady growth thanks to their strong fundamentals and strategic focus on AI and services. Nvidia, while benefiting from AI-driven demand, has shown mixed performance recently, with valuation concerns weighing on momentum. Financial giants Visa and Berkshire Hathaway are steady contributors, though Berkshire’s lack of dividend appeal may hold it back for income-focused investors. With a clear U.S. focus and a tilt toward tech and financials, JQUA offers a blend of stability and innovation, though some holdings face valuation headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 1.99% | $152.73M | $4.45T | 34.42% | 76 Outperform | |
| Microsoft | 1.98% | $152.22M | $3.41T | 7.76% | 79 Outperform | |
| Berkshire Hathaway B | 1.95% | $149.55M | $1.07T | 7.55% | 66 Neutral | |
| Meta Platforms | 1.94% | $148.98M | $1.55T | -0.26% | 76 Outperform | |
| Apple | 1.92% | $147.42M | $3.84T | 9.29% | 79 Outperform | |
| Alphabet Class A | 1.90% | $146.24M | $4.06T | 71.74% | 85 Outperform | |
| Visa | 1.89% | $145.05M | $629.45B | 4.08% | 70 Outperform | |
| Broadcom | 1.73% | $132.71M | $1.61T | 49.07% | 76 Outperform | |
| Johnson & Johnson | 1.61% | $124.10M | $526.55B | 50.76% | 78 Outperform | |
| Mastercard | 1.52% | $116.75M | $491.04B | 4.68% | 75 Outperform |
JQUA Technical Analysis
Positive
―
Price Trends
62.88
Positive
62.55
Positive
60.26
Positive
Market Momentum
0.38
Negative
58.47
Neutral
87.01
Negative
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 63.78, equal to the 50-day MA of 62.88, and equal to the 200-day MA of 60.26, indicating a bullish trend. The MACD of 0.38 indicates Negative momentum. The RSI at 58.47 is Neutral, neither overbought nor oversold. The STOCH value of 87.01 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JQUA.
JQUA Peer Comparison
Comparison Results
Performance Comparison
JQUA
JPMorgan U.S. Quality Factor ETF
64.26
6.80
11.83%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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QYLD
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FTCS
First Trust Capital Strength ETF
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QQQI
NEOS Nasdaq 100 High Income ETF
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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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