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JQUA - AI Analysis
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JPMorgan U.S. Quality Factor ETF (JQUA)
Rating:74Outperform
Price Target:
$70.00
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)
AUM7.56B
RegionNorth America
Expense Ratio0.12%
Beta0.88
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. Volume453,593
30 Day Avg. Volume588,931
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
71.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering283
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 nearly 37% of its portfolio in the sector. Nvidia and Alphabet are standout performers, riding the wave of AI-driven growth and strong earnings momentum, while Apple and Microsoft are steady contributors despite facing valuation concerns. On the flip side, Visa and Mastercard have been lagging recently, with mixed signals and high valuations holding them back. With its focus on high-quality U.S. large-cap stocks, JQUA offers a tech-heavy but balanced approach for investors seeking resilience and growth in a volatile market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 2.15% | $160.49M | $4.89T | 42.32% | 85 Outperform | |
| Apple | 2.13% | $159.35M | $3.99T | 15.12% | 78 Outperform | |
| Alphabet Class A | 2.12% | $158.41M | $3.24T | 57.63% | 82 Outperform | |
| Microsoft | 2.07% | $154.75M | $4.03T | 25.49% | 83 Outperform | |
| Broadcom | 2.02% | $151.22M | $1.76T | 108.08% | 79 Outperform | |
| Visa | 1.95% | $145.86M | $668.34B | 23.07% | 82 Outperform | |
| Meta Platforms | 1.92% | $143.49M | $1.89T | 26.66% | 82 Outperform | |
| Berkshire Hathaway B | 1.89% | $141.67M | $1.04T | 5.90% | 69 Neutral | |
| Johnson & Johnson | 1.59% | $118.87M | $450.37B | 16.76% | 78 Outperform | |
| Mastercard | 1.58% | $118.26M | $511.61B | 11.78% | 80 Outperform |
JQUA Technical Analysis
Positive
―
Price Trends
62.39
Positive
61.24
Positive
59.20
Positive
Market Momentum
0.24
Negative
53.77
Neutral
81.55
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 62.77, equal to the 50-day MA of 62.39, and equal to the 200-day MA of 59.20, indicating a bullish trend. The MACD of 0.24 indicates Negative momentum. The RSI at 53.77 is Neutral, neither overbought nor oversold. The STOCH value of 81.55 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
63.04
7.08
12.65%
MGC
Vanguard Mega Cap ETF
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FTCS
First Trust Capital Strength ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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SPLV
Invesco S&P 500 Low Volatility 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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