JPMorgan US Quality Factor ETFJQUA
JQUA
0
Funds holding %
of 7,440 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
108% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 24
68% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 111
11% more capital invested
Capital invested by funds: $4.02B [Q1] → $4.46B (+$435M) [Q2]
6% more funds holding
Funds holding: 369 [Q1] → 390 (+21) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 41 [Q1] → 41 (+0) [Q2]
6.67% less ownership
Funds ownership: 72.97% [Q1] → 66.29% (-6.67%) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for JQUA.
Financial journalist opinion
Neutral
Market Watch
22 hours ago
Think the S&P 500 is too expensive? Check out these ETFs instead.
Some investors are worried that the stock market is set up for a tech-driven decline.
Positive
Seeking Alpha
4 weeks ago
JQUA: A Diversified Bet On Quality
JQUA offers a quality-focused, rules-based approach with strong diversification and low concentration risk, making it a refreshing alternative to megacap-heavy ETFs. While JQUA's total returns closely track SPY, its main advantage lies in mitigating drawdowns during market downturns, though not consistently outperforming peers. The ETF's sector diversification is only marginally better than SPY, but its low expense ratio and methodology provide valuable portfolio diversification.
Negative
Zacks Investment Research
1 month ago
Navigating Market Risks in the Second Half of 2025: ETFs to Consider
As policy risks rise and stagflation fears grow, investors turn to defensive ETFs to weather a volatile 2025 market.
Positive
Zacks Investment Research
2 months ago
Invest in Quality ETFs to Tap Current Market Trends
Investors turn to high-quality ETFs like QUAL, SPHQ and JQUA to navigate volatility and preserve value amid rising geopolitical risks.
Neutral
Zacks Investment Research
2 months ago
Patience Pays Off: How to Play ETFs With Long-Term Goals
Fed flags long-term inflation risks as tariff chaos and debt woes fuel investor unease; value and quality ETFs emerge as safer long-term plays.
Positive
Seeking Alpha
3 months ago
JQUA: Quality ETFs Offer Greater Prospects For Market-Beating Returns
JQUA offers a diversified portfolio of high-quality mega, large, and mid-cap stocks with balanced sector exposure, outperforming the market in bull and bear cycles. The ETF boasts a lower expense ratio and robust dividend growth, with a 25% increase in the past year and a five-year CAGR of 7.6%. JQUA's risk is mitigated by its blend of growth and value stocks, trading at attractive valuations, making it ideal for moderate risk tolerance investors.
Negative
Zacks Investment Research
4 months ago
Defensive ETF Strategies to Follow Amid Market Carnage
We highlight some defensive investment strategies for investors amid the ongoing chaos.
Neutral
Zacks Investment Research
5 months ago
5 Quality ETFs for a Steady Ride in Wild Markets
Investors should focus on high-quality investing amid heightened market volatility and uncertainty.
Negative
Zacks Investment Research
5 months 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
5 months 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.
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