JQUA - ETF AI Analysis
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JPMorgan U.S. Quality Factor ETF (JQUA)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered strong returns so far this year and over recent months, showing solid momentum.
Leading Technology Holdings
Top positions in major technology names like Apple, Nvidia, Broadcom, AMD, Micron, and Alphabet have generally shown strong performance, helping drive the fund’s gains.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly sensitive to the U.S. market.
Tech Sector Dominance
A large tilt toward technology stocks increases the fund’s exposure to swings in that single sector.
Mixed Performance Among Top Holdings
Some major positions, such as Meta and Microsoft, have shown weaker or negative performance recently, which can drag on overall returns.
JQUA vs. SPDR S&P 500 ETF (SPY)
AUM8.97B
RegionNorth America
Expense Ratio0.12%
Beta0.85
IssuerJPMorgan
Inception DateNov 08, 2017
Dividend Yield1.07%
Asset ClassEquity
Index TrackedJP Morgan US Quality Factor Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume611,221
30 Day Avg. Volume488,983
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
87.61Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering306
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JQUA Summary
JQUA is the JPMorgan U.S. Quality Factor ETF, which follows the JP Morgan US Quality Factor Index. It focuses on large, financially strong U.S. companies with steady profits and solid balance sheets. Many holdings are in technology and finance, and include well-known names like Apple, Microsoft, Nvidia, and Visa. Someone might invest in JQUA to get broad, diversified exposure to high-quality U.S. stocks with potential for long-term growth. A key risk is that it still moves up and down with the stock market and is heavily tilted toward tech companies.
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 on U.S. tech and semiconductor powerhouses, with Microsoft and Nvidia acting as key engines for the fund’s recent momentum, thanks to their strength in cloud and AI. Micron and AMD add extra horsepower from the chip side, though AMD’s more mixed trading lately has taken a bit of shine off. Apple, a longtime market darling, has been steady over the longer run but is losing steam in the near term, while Broadcom’s recent softness has also weighed on returns. Overall, it’s a U.S.-centric, quality-heavy story dominated by Big Tech and chips.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 2.31% | $206.86M | $1.03T | 295.48% | 73 Outperform | |
| Meta Platforms | 2.26% | $201.69M | $1.98T | 1.06% | 76 Outperform | |
| Micron | 2.13% | $190.27M | $1.22T | 588.17% | 79 Outperform | |
| Apple | 2.10% | $187.93M | $4.90T | 33.51% | 79 Outperform | |
| Microsoft | 2.00% | $178.38M | $3.70T | 0.92% | 79 Outperform | |
| Broadcom | 1.96% | $175.24M | $1.67T | 5.46% | 76 Outperform | |
| Nvidia | 1.95% | $174.52M | $5.41T | 26.31% | 76 Outperform | |
| Alphabet Class A | 1.82% | $162.83M | $4.17T | 39.50% | 85 Outperform | |
| Exxon Mobil | 1.77% | $158.09M | $666.71B | 37.00% | 74 Outperform | |
| Visa | 1.73% | $154.66M | $687.04B | 8.90% | 70 Outperform |
JQUA Technical Analysis
Neutral
―
Price Trends
73.63
Positive
71.94
Positive
67.64
Positive
Market Momentum
0.11
Negative
49.63
Neutral
65.99
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 73.88, equal to the 50-day MA of 73.63, and equal to the 200-day MA of 67.64, indicating a neutral trend. The MACD of 0.11 indicates Negative momentum. The RSI at 49.63 is Neutral, neither overbought nor oversold. The STOCH value of 65.99 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
73.86
11.76
18.94%
PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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VONE
Vanguard Russell 1000 ETF
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FELC
Fidelity Enhanced Large Cap Core 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.
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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