JQUA - ETF AI Analysis

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JPMorgan U.S. Quality Factor ETF (JQUA)

Rating:73Outperform

Price Target:―

JQUA’s rating reflects a portfolio anchored by high-quality U.S. companies like Alphabet, Microsoft, Apple, and Micron, which all show strong financial performance, positive earnings commentary, and solid positioning in fast-growing areas such as AI, cloud, and data centers. The fund is somewhat held back by names like Berkshire Hathaway, where bearish technical trends and the lack of a dividend reduce its appeal, and several holdings share the common risk of high valuations, especially in tech, which could add volatility if growth expectations cool. Overall, the ETF’s strength comes from its concentration in financially robust, innovation-focused firms, but investors should be aware of its tilt toward richly valued technology and AI-related stocks.

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)

AUM8.07B

RegionNorth America

Expense Ratio0.12%

Beta0.85

IssuerJPMorgan

Inception DateNov 08, 2017

Dividend Yield1.11%

Asset ClassEquity

Index TrackedJP Morgan US Quality Factor Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume440,325

30 Day Avg. Volume673,813

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

81.56

Price 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
MU	Micron	3.29%	$264.55M	$1.28T	892.28%	79 Outperform
AMD	Advanced Micro Devices	2.31%	$185.70M	$876.24B	325.71%	73 Outperform
GOOGL	Alphabet Class A	2.09%	$167.96M	$4.46T	111.68%	85 Outperform
AAPL	Apple	2.05%	$165.20M	$4.38T	47.40%	79 Outperform
NVDA	Nvidia	2.01%	$161.59M	$5.10T	44.72%	76 Outperform
AVGO	Broadcom	1.93%	$155.43M	$1.96T	54.52%	76 Outperform
BRK.B	Berkshire Hathaway B	1.70%	$137.15M	$1.06T	0.19%	66 Neutral
LRCX	Lam Research	1.61%	$129.93M	$486.52B	347.05%	77 Outperform
AMAT	Applied Materials	1.61%	$129.42M	$489.96B	272.28%	77 Outperform
JNJ	Johnson & Johnson	1.57%	$126.61M	$549.78B	52.85%	78 Outperform

JQUA Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

68.39

Positive

100DMA

65.58

Positive

200DMA

64.04

Positive

Market Momentum

MACD

0.64

Positive

RSI

52.39

Neutral

STOCH

46.37

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 70.72, equal to the 50-day MA of 68.39, and equal to the 200-day MA of 64.04, indicating a neutral trend. The MACD of 0.64 indicates Positive momentum. The RSI at 52.39 is Neutral, neither overbought nor oversold. The STOCH value of 46.37 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
JQUA	―	―	$8.07B	0.12%	73 Outperform
MGC	―	―	$9.97B	0.05%	75 Outperform
RWL	―	―	$9.85B	0.39%	71 Outperform
PRF	―	―	$9.59B	0.34%	72 Outperform
VFLO	―	―	$9.43B	0.39%	73 Outperform
QYLD	―	―	$8.24B	0.60%	76 Outperform

Performance Comparison

JQUA

JPMorgan U.S. Quality Factor ETF

70.27

11.84

20.26%

MGC

Vanguard Mega Cap ETF

―

RWL

Invesco S&P 500 Revenue ETF

―

PRF

Invesco FTSE RAFI US 1000 ETF

―

VFLO

VictoryShares Free Cash Flow 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.

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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