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JQUA - ETF AI Analysis
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JPMorgan U.S. Quality Factor ETF (JQUA)
Rating:73Outperform
Price Target:―
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)
AUM7.37B
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. Volume944,774
30 Day Avg. Volume655,269
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
74.87Price 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 |
|---|---|---|---|---|---|---|
| Nvidia | 2.05% | $153.10M | $4.44T | 31.66% | 76 Outperform | |
| Berkshire Hathaway B | 1.97% | $147.32M | $1.08T | 3.74% | 66 Neutral | |
| Exxon Mobil | 1.94% | $144.96M | $626.04B | 37.15% | 74 Outperform | |
| Johnson & Johnson | 1.93% | $144.19M | $586.69B | 55.91% | 78 Outperform | |
| Meta Platforms | 1.93% | $144.16M | $1.62T | -13.15% | 76 Outperform | |
| Alphabet Class A | 1.92% | $143.69M | $3.70T | 65.05% | 85 Outperform | |
| Apple | 1.88% | $140.26M | $3.76T | 4.57% | 79 Outperform | |
| Visa | 1.76% | $131.55M | $598.64B | -11.23% | 70 Outperform | |
| Broadcom | 1.70% | $126.78M | $1.54T | 39.53% | 76 Outperform | |
| Microsoft | 1.66% | $124.25M | $2.98T | -1.74% | 79 Outperform |
JQUA Technical Analysis
Neutral
―
Price Trends
63.81
Negative
63.02
Positive
61.36
Positive
Market Momentum
-0.02
Positive
48.46
Neutral
56.06
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JQUA, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 64.03, equal to the 50-day MA of 63.81, and equal to the 200-day MA of 61.36, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 48.46 is Neutral, neither overbought nor oversold. The STOCH value of 56.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JQUA.
JQUA Peer Comparison
Comparison Results
Performance Comparison
JQUA
JPMorgan U.S. Quality Factor ETF
63.75
3.75
6.25%
MGC
Vanguard Mega Cap ETF
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QQQI
NEOS Nasdaq 100 High Income ETF
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FTCS
First Trust Capital Strength ETF
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QYLD
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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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