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JPMorgan U.S. Quality Factor ETF(JQUA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JQUA
11/13/2026: JQUA (3-star) is a REGULAR-BUY. BUY for 148 days. Simulated Profits (17.50%). Updated daily EoD!
JPMorgan U.S. Quality Factor ETF (JQUA) provides exposure to high-quality U.S. companies through an active, rules-based factor approach that filters for profitability and balance sheet health. Its primary strengths include the institutional quality of J.P. Morgan, a low expense ratio, and a strategy designed to offer defensive characteristics during market volatility. JQUA serves as an excellent core or satellite equity holding for investors seeking stability. Risks include sensitivity to macroeconomic shifts and potential underperformance during momentum-driven rallies. The fund is ideal for long-term investors who prioritize business quality and risk-adjusted performance over pure market-cap exposure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures quality growth, it may lack exposure to high-beta, speculative growth stocks. |
| Momentum investor | Mixed fit | Strong fit while signal remains positive, though the focus is on fundamental quality rather than pure price momentum. |
| Value investor | Strong fit while signal remains positive | High-quality companies often possess durable moats and stable valuations, appealing to quality-at-a-reasonable-price investors. |
| Dividend/Income investor | Mixed fit | The quality tilt often leads to holdings with stable dividends, though the fund is not explicitly an income strategy. |
| Low-risk investor | Strong fit | The quality factor is designed to provide defensive characteristics, making it suitable for risk-conscious equity investors. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking an equity core that provides exposure to the U.S. market with a bias toward financial stability.
Suitability
Best suited for long-term investors looking for a systematic, factor-based approach to equity investing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Quality stocks historically exhibit lower volatility than the broader market, though they remain subject to equity market risks. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systemic market downturns. |
| Concentration | Medium | The sector-neutral approach limits extreme concentration in any single industry. |
| Tracking/expense | Low | The low expense ratio and disciplined management minimize the tracking error relative to the strategy's goal. |
| Liquidity | Low | High trading volume in the fund and its underlying assets minimizes liquidity risk for investors. |
| Business/sector quality | Low | The fund's core objective is specifically to screen for high business quality, mitigating lower-tier company exposure. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
JQUA historically exhibits moderate volatility compared to the S&P 500, often providing smoother returns due to its quality screen.
Market Risk
The fund is sensitive to broad economic conditions, particularly systemic risks affecting large-cap U.S. companies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 92 | The fund focuses on established large-cap companies that demonstrate sustainable financial strength. |
| Market capitalization | Mid-Cap U.S. Equities | 7 | The fund includes a tactical allocation to mid-cap stocks to capture growth potential from smaller, high-quality firms. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Small cash position held for liquidity and operational purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 41.86% | Avg. Invested days 72 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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