JPMorgan US Quality Factor ETFJQUA
JQUA
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
50% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 92
34% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 35
14% more funds holding in top 10
Funds holding in top 10: 37 [Q2] → 42 (+5) [Q3]
13% more capital invested
Capital invested by funds: $3.37B [Q2] → $3.8B (+$433M) [Q3]
4% more funds holding
Funds holding: 299 [Q2] → 311 (+12) [Q3]
1.68% more ownership
Funds ownership: 72.87% [Q2] → 74.55% (+1.68%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for JQUA.
Financial journalist opinion
Neutral
Zacks Investment Research
5 days ago
2025 Market Uncertainty? ETFs to Steady Your Portfolio
With escalating geopolitical tensions and unfavorable inflation trends in the U.S., increasing exposure to defensive sectors emerges as a smart investment strategy to navigate the potentially uncertain economic landscape of 2025.
Neutral
Zacks Investment Research
2 months ago
Will the Fed Opt for a Hefty Rate Cut? ETF Strategies to Follow
An upbeat job market and moderately cooling inflation may prevent the Fed from opting for significant rate cuts in the near future.
Positive
Zacks Investment Research
2 months ago
5 ETF Strategies to Follow in Q4
We have highlighted some investing strategies that could be extremely beneficial for investors heading into the fourth quarter.
Positive
Seeking Alpha
3 months ago
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.
Positive
Zacks Investment Research
4 months ago
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.
Positive
Seeking Alpha
5 months ago
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.
Neutral
Zacks Investment Research
6 months ago
Invest in These Quality ETFs Amid Rate Cut Uncertainty
Quality ETFs often provide a hedge against market volatility and uncertainty.
Positive
Seeking Alpha
8 months ago
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.
Positive
Zacks Investment Research
10 months ago
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.
Positive
Seeking Alpha
10 months ago
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.
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