JPMorgan US Quality Factor ETF
JQUA

$56.21

0.11%

Market Cap: $5.27B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

84% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 79

8% more funds holding

Funds holding: 274 [Q1] → 297 (+23) [Q2]

2% less capital invested

Capital invested by funds: $3.32B [Q1] → $3.25B (-$73.6M) [Q2]

8% less funds holding in top 10

Funds holding in top 10: 39 [Q1] → 36 (-3) [Q2]

9.24% less ownership

Funds ownership: 79.48% [Q1] → 70.24% (-9.24%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for JQUA.

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Financial journalist opinion

JQUA: A Diversified, Lower Volatility Quality ETF

Macroeconomic factors favor stable, profitable companies, making the JPMorgan U.S. Quality Factor ETF appealing for mitigating downside risk with consistent returns and lower volatility. JQUA focuses on mid- and large-cap U.S. companies with high profitability, earnings quality, and solvency, offering diversified sector exposure and balanced top holdings. Despite lower exposure to mega-cap stocks like Microsoft and Apple, JQUA's diversified allocation strategy has delivered solid returns and lower volatility compared to peers.

JQUA: A Diversified, Lower Volatility Quality ETF

Zacks Investment Research

5 Quality ETFs to Bet on Amid Volatile Markets

Quality stocks possess a sustainable competitive advantage and demonstrate consistent growth, profitability and operational excellence over time.

5 Quality ETFs to Bet on Amid Volatile Markets

JQUA: Quality May Temper Volatility In Market Downturns

JPMorgan U.S. Quality Factor ETF holds over 200 stocks with quality characteristics based on profitability, earnings quality and financial risk. JQUA is overweight in technology, but well-diversified across holdings, and my own metrics confirm the high quality of the portfolio. Historical performance is quite good compared to competitors, but average relative to the parent index Russell 1000.

JQUA: Quality May Temper Volatility In Market Downturns

Zacks Investment Research

Invest in These Quality ETFs Amid Rate Cut Uncertainty

Quality ETFs often provide a hedge against market volatility and uncertainty.

Invest in These Quality ETFs Amid Rate Cut Uncertainty

JQUA: Quality Defined

JPMorgan U.S. Quality Factor ETF is a rules-based investment vehicle that tracks the JP Morgan US Quality Factor Index. The fund has shown consistent growth since its inception and has a low expense ratio of 0.12%. The portfolio includes high-quality stocks across various sectors, but there is a potential risk of overvaluation and over-concentration in the technology sector.

JQUA: Quality Defined

Zacks Investment Research

3 Reasons Why Quality ETFs Worth a Bet

The S&P 500 may be hovering around all-time highs, but uncertainties still prevail in the market. Geopolitical crisis, China's property market crisis, uncertainties about interest rates and severe job cuts from the U.S. tech sector could cause economic slowdown.

3 Reasons Why Quality ETFs Worth a Bet

JQUA: Where Quality Meets Simplicity

JQUA's AUM has increased 63% since my initial review four months ago. Investors are appreciating its low 0.12% expense ratio, high quality focus, and low reliance on Magnificent Seven stocks.

JQUA: Where Quality Meets Simplicity

Zacks Investment Research

Time for Quality ETFs on Mounting Uncertainties?

Global shares experienced a slump on Jan 16, 2024 in response to fresh economic data that heightened concerns about China's economy. Also, bets over imminent Fed rate cuts weakened.

Time for Quality ETFs on Mounting Uncertainties?

Zacks Investment Research

Inflation Rises in December: Bet on Quality ETFs

Inflation in the United States picked up in December after two consecutive months of drop, dampening market expectations about an interest rate hike as soon as March. Against such a backdrop, investors should focus on high-quality investing.

Inflation Rises in December: Bet on Quality ETFs

JQUA ETF: Time To Add Quality To Your Portfolio Of S&P 500 Holdings

After the market euphoria seen in 2023 where the S&P 500 index has gained nearly 19%, it is important to add some quality to your portfolio. This is possible through JQUA, an ETF that aims to provide investors with exposure to high-quality companies in the U.S. The differences in the composition and performance of JQUA and SPY further justify opting for the JPMorgan ETF.

JQUA ETF: Time To Add Quality To Your Portfolio Of S&P 500 Holdings

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