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Upturn AI SWOT - About
JPMorgan U.S. Quality Factor ETF (JQUA)
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Upturn Advisory Summary
08/14/2025: JQUA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 28.76% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 49.11 - 60.44 | Updated Date 06/30/2025 |
52 Weeks Range 49.11 - 60.44 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan U.S. Quality Factor ETF
ETF Overview
Overview
The JPMorgan U.S. Quality Factor ETF (JQUA) aims to provide investment results that closely correspond to the performance of the Morningstar US Market Factor Tilt Index, focusing on U.S. companies with quality characteristics. It allocates investments across various sectors while emphasizing strong profitability, earnings quality, and efficient management.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long track record in asset management.
Management Expertise
JPMorgan has a team of experienced professionals managing ETFs, leveraging quantitative analysis and fundamental research.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Morningstar US Market Factor Tilt Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Morningstar US Market Factor Tilt Index, which selects companies based on quality factors.
Composition The ETF primarily holds U.S. equities exhibiting strong quality characteristics.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 1810000000
Competitors
Key Competitors
- QUAL
- SPHQ
- QDF
Competitive Landscape
The competitive landscape consists of other quality factor ETFs. JQUA benefits from JPMorgan's brand and distribution network. Competitors may have different factor weighting methodologies. JQUA's cost is typically competitive within the quality factor ETF space.
Financial Performance
Historical Performance: Historical performance data is available from fund fact sheets. Return data will vary each year, but the ETF aims to track the performance of the Morningstar US Market Factor Tilt Index.
Benchmark Comparison: The ETF's performance is benchmarked against the Morningstar US Market Factor Tilt Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and market sentiment influence JQUA. Stronger economic conditions typically benefit quality stocks.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for quality factor investing and broader market trends. Changes include portfolio rebalancing to maintain factor exposure.
Moat and Competitive Advantages
Competitive Edge
JQUA benefits from JPMorgan's established brand, robust distribution network, and experienced management team. Its investment strategy focuses on quality factors, potentially offering stable returns. The ETF also offers a competitive expense ratio within its category and aims for transparency in its factor selection process. These factors provide a competitive edge in attracting investors seeking quality-focused equity exposure.
Risk Analysis
Volatility
Historical volatility depends on market conditions and the volatility of underlying stocks.
Market Risk
Market risk is present due to the ETF's exposure to equities. Factor-specific risks also apply, as the quality factor may underperform during certain market cycles.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation through exposure to high-quality U.S. equities.
Market Risk
This ETF is suitable for long-term investors seeking exposure to quality factor stocks. It's appropriate for both passive index followers and those seeking a more active, factor-based approach.
Summary
JPMorgan U.S. Quality Factor ETF (JQUA) provides exposure to U.S. equities with strong quality characteristics. It aims to track the Morningstar US Market Factor Tilt Index. The ETF offers a competitive expense ratio and benefits from JPMorgan's reputation. It is suitable for long-term investors seeking quality factor exposure, but faces competition from other similar ETFs. Investors should consider their risk tolerance and investment goals before investing in JQUA.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Fact Sheet
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may not be available or may be estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan U.S. Quality Factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.
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