JPMorgan U.S. Quality Factor ETF
JQUA - ETF AI Analysis
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JPMorgan U.S. Quality Factor ETF (JQUA)
JQUA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 9.86B
- Region
- North America
- Expense Ratio
- 0.12%
- Beta
- 0.85
- Issuer
- JPMorgan
- Inception Date
- Nov 08, 2017
- Dividend Yield
- 1.05%
- Asset Class
- Equity
- Index Tracked
- JP Morgan US Quality Factor Index
JQUA Summary
JPMorgan U.S. Quality Factor ETF (JQUA) is a fund that follows the JP Morgan US Quality Factor Index, focusing on large, financially strong U.S. companies. It looks for businesses with steady profits and solid balance sheets, aiming to give investors exposure to high-quality stocks across many sectors, especially technology and financials. Well-known holdings include Apple and Microsoft. Someone might invest in JQUA to get broad, diversified exposure to strong U.S. companies with potential for long-term growth. A key risk is that it can still go up and down with the overall stock market, especially tech stocks.
How much will it cost me?
JQUA has an annual expense ratio of 0.12%, which means you’ll pay about $1.20 per year for every $1,000 invested. This cost is lower than the average stock ETF because it’s a rules-based, factor-focused fund that’s closer to passive management than a fully active strategy.
What would affect this ETF?
This ETF is heavily invested in large U.S. technology and other high-quality companies, so it could benefit if innovation, corporate profits, and the overall U.S. economy stay strong, and if investors continue to favor financially solid businesses. On the other hand, it could be hurt by rising interest rates that pressure growth and tech stocks, tighter regulations on big tech and financial firms, or a broad U.S. market downturn that affects large-cap companies.
JQUA Top 10 Holdings
JQUA is leaning heavily into U.S. Big Tech and semiconductors, with names like Microsoft and Apple providing a steady, rising backbone for the fund. The real horsepower comes from chip makers such as AMD and Micron, which have been strong performers over the year, even if their recent moves have been more mixed. Nvidia and Broadcom add to this AI-driven theme but have been choppier lately, occasionally losing steam. Outside tech, Exxon Mobil and Visa offer diversification, helping smooth out volatility while keeping the fund firmly anchored in large-cap U.S. growth.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 2.16% | $211.59M | $5.17T | 29.77% | 79Outperform |
 MSFT | Microsoft | 2.11% | $207.31M | $3.87T | 2.32% | 79Outperform |
 V | Visa | 1.97% | $192.98M | $789.13B | 24.03% | 70Outperform |
 BRK.B | Berkshire Hathaway B | 1.86% | $182.86M | $1.26T | 17.40% | 66Neutral |
 XOM | Exxon Mobil | 1.77% | $174.05M | $680.05B | 43.74% | 74Outperform |
 META | Meta Platforms | 1.84% | $180.57M | $1.61T | 2.40% | 76Outperform |
 AVGO | Broadcom | 1.84% | $180.23M | $1.65T | 2.57% | 76Outperform |
 JNJ | Johnson & Johnson | 1.66% | $162.87M | $675.03B | 45.85% | 78Outperform |
 NVDA | Nvidia | 1.45% | $142.44M | $4.19T | -14.25% | 76Outperform |
 MA | Mastercard | 1.55% | $152.21M | $575.61B | 16.28% | 75Outperform |
JQUA Technical Analysis
Price Trends
Market Momentum
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 76.03 is above the 20-day moving average (MA) of 75.61, above the 50-day MA of 74.83, and above the 200-day MA of 69.56, indicating a bullish trend. The MACD of 0.03 indicates Positive momentum. The RSI at 55.64 is Neutral, neither overbought nor oversold. The STOCH value of 68.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JQUA.
JQUA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| JQUA | $76.03 | $82.00(7.85% Upside) | $9.86B | 0.12% | 73Outperform |
 PRF | $56.54 | $65.05(15.05% Upside) | $10.14B | 0.34% | 72Outperform |
 MGC | $277.50 | $347.08(25.07% Upside) | $10.01B | 0.05% | 75Outperform |
 VONE | $342.62 | $426.67(24.53% Upside) | $9.40B | 0.06% | 73Outperform |
 FELC | $42.75 | $51.51(20.49% Upside) | $8.93B | 0.18% | 73Outperform |
 FTCS | $104.36 | $111.26(6.60% Upside) | $8.08B | 0.53% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JQUA | JPMorgan U.S. Quality Factor ETF | 76.03 | 14.75 | 24.07% | |
| PRF | Invesco FTSE RAFI US 1000 ETF | 56.54 | 11.53 | 25.61% | |
| MGC | Vanguard Mega Cap ETF | 277.50 | 32.54 | 13.28% | |
| VONE | Vanguard Russell 1000 ETF | 342.62 | 41.71 | 13.86% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 42.75 | 5.61 | 15.11% | |
| FTCS | First Trust Capital Strength ETF | 104.36 | 13.77 | 15.20% |
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.