JPMorgan US Quality Factor ETFJQUA
JQUA
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
208% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 25
15% more funds holding
Funds holding: 317 [Q3] → 363 (+46) [Q4]
0% less capital invested
Capital invested by funds: $3.89B [Q3] → $3.87B (-$12.6M) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 126
2.03% less ownership
Funds ownership: 76.26% [Q3] → 74.23% (-2.03%) [Q4]
9% less funds holding in top 10
Funds holding in top 10: 43 [Q3] → 39 (-4) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for JQUA.
Financial journalist opinion
Based on 3 articles about JQUA published over the past 30 days
Negative
Zacks Investment Research
2 days ago
Recession Fears Looming? Secure Your Portfolio With These ETFs
Look at ETFs to safeguard your portfolio as declining consumer confidence, sluggish growth and persistent inflationary pressures increase the likelihood of the U.S. economy slipping into a recession in 2025.
Positive
Seeking Alpha
6 days ago
JQUA: Your Answer To Enhancing Returns Without Relying On The Magnificent Seven
JQUA is a high-quality large-cap fund with a 0.12% ER and $5.74 billion in assets under management. Since its launch in 2017, it's outperformed IWB and SPY on total returns. JQUA's gains come despite minimal exposure to the Magnificent Seven and a maximum 2% weight per stock. Furthermore, its Index's screen for volatility enhances risk-adjusted returns, especially in downturns. JQUA shareholders can also expect reasonable participation in bull markets. It's sector-neutral with the Russell 1000, meaning high growth tech stocks still form a good chunk of the portfolio.
Positive
Seeking Alpha
4 weeks ago
JQUA: A High-Quality ETF Poised For Long-Term Outperformance
JQUA's portfolio of nearly 300 U.S. quality stocks from the Russell 1000 index has a low expense ratio of 0.12%, making it cost-effective. The fund's methodology focuses on profitability, earnings quality, and financial risk, leading to strong quality characteristics and lower concentration risk. JQUA has outperformed the S&P 500 and Russell 1000 indices since its inception, partly due to its higher exposure to the technology sector.
Neutral
Schwab Network
1 month ago
ETF Trends: Small Caps, Bitcoin, Defense
Cinthia Murphy says ETFs have been focused on small caps and defensive plays recently, though she points out that inflows are a lagging effect. She says there's been less of a rotation across sectors than an expansion, and that there have already been $60B in ETF inflows since 2025 began.
Neutral
Zacks Investment Research
2 months 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
5 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
5 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
5 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
6 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
8 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.
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