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JPMorgan U.S. Quality Factor ETF (JQUA)
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Upturn Advisory Summary
12/05/2025: JQUA (1-star) is currently NOT-A-BUY. Pass it for now.
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 28.37% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 12/05/2025 |
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) seeks to provide investment results that closely correspond to the performance of the JPMorgan U.S. Quality Factor Index. It focuses on U.S. companies with high-quality characteristics, aiming to outperform the broader market by selecting companies with strong financials and profitability.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan's asset management division has experienced professionals who specialize in factor-based investing and quantitative analysis.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the JPMorgan U.S. Quality Factor Index.
Investment Approach and Strategy
Strategy: The ETF tracks the JPMorgan U.S. Quality Factor Index, which selects stocks based on quality factors like profitability, earnings stability, and financial health.
Composition The ETF primarily holds stocks of U.S. large- and mid-cap companies that exhibit high-quality characteristics. The portfolio is diversified across various sectors.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 2250000000
Competitors
Key Competitors
- Invesco S&P 500 Quality ETF (SPHQ)
- iShares MSCI USA Quality Factor ETF (QUAL)
- FlexShares Quality Dividend Index Fund (QDF)
Competitive Landscape
The quality factor ETF market is competitive, with several established players. JQUA benefits from JPMorgan's brand recognition and investment expertise. Competitors like QUAL offer lower expense ratios, while SPHQ tracks a different quality index. JQUA's differentiation lies in its specific quality factor methodology.
Financial Performance
Historical Performance: Historical performance data unavailable in structured format.
Benchmark Comparison: Benchmark comparison data unavailable in structured format.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, and overall market sentiment influence JQUA. Companies with strong financials and profitability tend to perform well in stable or growing economic environments, whereas market downturns impact overall equity valuations.
Growth Trajectory
JQUA's growth is tied to the increasing investor interest in factor-based investing and the performance of its underlying quality factor index. Changes in the index methodology or sector allocations can influence its trajectory.
Moat and Competitive Advantages
Competitive Edge
JQUA's competitive edge stems from JPMorgan's established brand and reputation in asset management, combined with its specific quality factor methodology. The fund benefits from its strong research capabilities and experienced portfolio management team. JQUA's strategy of focusing on high-quality companies with robust financials provides a distinct investment approach. This differentiates it from broader market ETFs and other factor-based funds using different criteria.
Risk Analysis
Volatility
Volatility data unavailable in structured format.
Market Risk
The ETF is subject to market risk, as its underlying assets are primarily stocks. Economic downturns, sector-specific headwinds, and geopolitical events can negatively impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation through exposure to high-quality U.S. companies. It is suitable for investors comfortable with equity market risk and seeking to enhance portfolio diversification through factor-based investing.
Market Risk
JQUA is best for long-term investors seeking factor exposure within their portfolio. It is less suited for active traders due to its factor-driven approach.
Summary
JPMorgan U.S. Quality Factor ETF (JQUA) offers exposure to U.S. companies with strong quality characteristics like profitability and financial health. JQUA aims to outperform the broader market by selecting companies with solid financials. Its moderate expense ratio makes it a cost-effective option for long-term investors. Investors should consider this fund in their portfolio to increase diversification.
Similar ETFs
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may not be readily available and may be estimated or unavailable. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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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