JQUA - ETF AI Analysis
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JPMorgan U.S. Quality Factor ETF (JQUA)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Quality Large-Cap Leaders
Several top holdings like Nvidia, Alphabet, Broadcom, Meta, Exxon Mobil, Johnson & Johnson, and Visa have delivered strong or steady results, supporting the fund’s overall performance.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy Technology Exposure
With a large portion of assets in technology stocks, the ETF can be sensitive to downturns in that single sector.
Mixed Performance Among Top Holdings
Some major positions such as Apple, Berkshire Hathaway, Microsoft, and Visa have recently lagged, which can drag on overall returns.
Limited Geographic Diversification
Almost all of the fund’s assets are invested in U.S. companies, offering little protection if the U.S. market struggles.
JQUA vs. SPDR S&P 500 ETF (SPY)
AUM8.04B
RegionNorth America
Expense Ratio0.12%
Beta0.85
IssuerJPMorgan
Inception DateNov 08, 2017
Dividend Yield1.08%
Asset ClassEquity
Index TrackedJP Morgan US Quality Factor Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume682,375
30 Day Avg. Volume922,715
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
80.17Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering288
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, established U.S. companies with strong profits and steady earnings. It holds many well-known names such as Apple, Microsoft, Nvidia, and Johnson & Johnson, with a big tilt toward technology and other major sectors of the U.S. economy. Someone might invest in this ETF to get broad, long-term exposure to high-quality U.S. stocks in a single, low-cost fund. A key risk is that it is heavily invested in U.S. large-cap and tech-related stocks, so its value can rise and fall sharply with that part of the market.
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 is leaning heavily into U.S. tech, with a clear AI and semiconductor flavor driving the story. Micron and AMD are the standouts, rising sharply and giving the fund a strong tailwind, while Nvidia and Apple continue to pull their weight with steadier gains. Alphabet adds another layer of Big Tech strength, though Broadcom’s more mixed recent stretch shows not every chip name is firing at once. Outside tech, Exxon Mobil and Berkshire Hathaway play supporting roles, but this is very much a U.S.-centric, quality-first bet on the digital and AI economy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Micron | 2.41% | $186.37M | $1.04T | 927.95% | 79 Outperform | |
| Alphabet Class A | 2.30% | $178.15M | $4.70T | 121.46% | 85 Outperform | |
| Nvidia | 2.19% | $169.05M | $5.18T | 56.25% | 76 Outperform | |
| Apple | 2.11% | $162.96M | $4.59T | 55.37% | 79 Outperform | |
| Broadcom | 2.10% | $162.60M | $2.02T | 84.56% | 76 Outperform | |
| Advanced Micro Devices | 2.06% | $159.25M | $844.80B | 366.09% | 73 Outperform | |
| Exxon Mobil | 1.78% | $137.76M | $609.14B | 41.99% | 74 Outperform | |
| Berkshire Hathaway B | 1.74% | $134.97M | $1.03T | -5.85% | 66 Neutral | |
| Microsoft | 1.64% | $126.56M | $3.17T | -2.20% | 79 Outperform | |
| Meta Platforms | 1.63% | $126.05M | $1.61T | -2.31% | 76 Outperform |
JQUA Technical Analysis
Positive
―
Price Trends
65.49
Positive
64.59
Positive
63.36
Positive
Market Momentum
1.37
Negative
77.24
Negative
90.62
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 68.52, equal to the 50-day MA of 65.49, and equal to the 200-day MA of 63.36, indicating a bullish trend. The MACD of 1.37 indicates Negative momentum. The RSI at 77.24 is Negative, neither overbought nor oversold. The STOCH value of 90.62 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
71.06
12.81
21.99%
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PRF
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RWL
Invesco S&P 500 Revenue ETF
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QYLD
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VONE
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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.
DisclaimerThis 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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