JQUA 📈 JPMorgan U.S. Quality Factor - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46641Q7613 • Large Blend
JQUA: Stocks, Bonds, Equities, Securities
The JPMorgan U.S. Quality Factor ETF, listed on NYSE ARCA under the ticker JQUA, is designed to track the performance of a specific index that focuses on U.S. equity securities exhibiting quality factor characteristics. This means the fund will primarily invest in a portfolio of stocks that are selected based on their strong financial health, stability, and growth potential. By doing so, the ETF aims to provide investors with a diversified portfolio that can help mitigate risk while seeking long-term capital appreciation.
The underlying index of JQUA is composed of U.S. equity securities that are chosen for their quality factor characteristics, which can include metrics such as high return on equity, low debt-to-equity ratios, and stable earnings growth. The fund's investment strategy involves investing at least 80% of its net assets, plus the amount of borrowing for investment purposes, in securities that are part of this underlying index. This approach allows the ETF to maintain a high level of exposure to the quality factor characteristics that the index is designed to capture.
In terms of its structure, JQUA is classified as an exchange-traded fund (ETF) and falls under the Large Blend category. This means it invests in a broad range of large-cap U.S. stocks, providing a core holding for investors seeking diversified exposure to the U.S. equity market. With an ISIN of US46641Q7613, JQUA is a publicly traded security that can be easily bought and sold on the NYSE ARCA exchange, offering investors the flexibility and liquidity they need to manage their portfolios effectively.
Additional Sources for JQUA ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JQUA ETF Overview
Market Cap in USD | 5,379m |
Category | Large Blend |
TER | 0.12% |
IPO / Inception | 2017-11-08 |
JQUA ETF Ratings
Growth 5y | 88.2% |
Fundamental | - |
Dividend | 39.1% |
Rel. Strength Industry | -12.2 |
Analysts | - |
Fair Price Momentum | 60.58 USD |
Fair Price DCF | - |
JQUA Dividends
Dividend Yield 12m | 0.83% |
Yield on Cost 5y | 1.65% |
Annual Growth 5y | 2.20% |
Payout Consistency | 85.5% |
JQUA Growth Ratios
Growth Correlation 3m | 79.1% |
Growth Correlation 12m | 94.6% |
Growth Correlation 5y | 90.1% |
CAGR 5y | 14.67% |
CAGR/Mean DD 5y | 2.80 |
Sharpe Ratio 12m | 1.42 |
Alpha | -2.26 |
Beta | 0.94 |
Volatility | 22.02% |
Current Volume | 316k |
Average Volume 20d | 516.1k |
As of December 22, 2024, the stock is trading at USD 57.99 with a total of 316,000 shares traded.
Over the past week, the price has changed by -2.29%, over one month by +0.14%, over three months by +3.49% and over the past year by +24.10%.
Yes. Based on ValueRay Analyses, JPMorgan U.S. Quality Factor (NYSE ARCA:JQUA) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 88.23 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JQUA as of December 2024 is 60.58. This means that JQUA is currently overvalued and has a potential downside of 4.47%.
JPMorgan U.S. Quality Factor has no consensus analysts rating.
According to ValueRays Forecast Model, JQUA JPMorgan U.S. Quality Factor will be worth about 67.2 in December 2025. The stock is currently trading at 57.99. This means that the stock has a potential upside of +15.93%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 67.2 | 15.9% |