(JQUA) JPMorgan U.S. Quality Factor - Ratings and Ratios
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 (JQUA) is designed for investors seeking exposure to high-quality U.S. companies. It allocates at least 80% of its assets to securities in its underlying index, which focuses on firms with strong profitability and financial health. This commitment ensures the fund stays true to its quality-focused strategy.
The ETF tracks an index that selects U.S. equities based on quality factors like profitability, low debt, and earnings stability. These characteristics are crucial for long-term performance, making the fund appealing to those prioritizing stability over speculation.
With an AUM of $5.9 billion, JQUA offers a diversified portfolio of large-cap U.S. stocks. The absence of specific valuation multiples like P/E or P/B reflects its focus on qualitative factors over quantitative metrics, aligning with a strategy that emphasizes fundamental strength.
Additional Sources for JQUA ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JQUA ETF Overview
| Market Cap in USD | 5,838m |
| Category | Large Blend |
| TER | 0.12% |
| IPO / Inception | 2017-11-08 |
JQUA ETF Ratings
| Growth 5y | 88.5% |
| Fundamental | - |
| Dividend | 44.0% |
| Rel. Strength | 0.17 |
| Analysts | - |
| Fair Price Momentum | 58.55 USD |
| Fair Price DCF | - |
JQUA Dividends
| Dividend Yield 12m | 1.06% |
| Yield on Cost 5y | 2.47% |
| Annual Growth 5y | 6.54% |
| Payout Consistency | 87.1% |
JQUA Growth Ratios
| Growth Correlation 3m | -23.7% |
| Growth Correlation 12m | 90.1% |
| Growth Correlation 5y | 90.2% |
| CAGR 5y | 18.36% |
| CAGR/Max DD 5y | 0.82 |
| Sharpe Ratio 12m | 0.75 |
| Alpha | 0.19 |
| Beta | 0.930 |
| Volatility | 15.79% |
| Current Volume | 651.8k |
| Average Volume 20d | 554.9k |
As of March 31, 2025, the stock is trading at USD 56.10 with a total of 651,755 shares traded.
Over the past week, the price has changed by -2.30%, over one month by -4.13%, over three months by -1.86% and over the past year by +7.95%.
Yes. Based on ValueRay Analyses, JPMorgan U.S. Quality Factor (NYSE ARCA:JQUA) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 88.53 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 March 2025 is 58.55. This means that JQUA is currently overvalued and has a potential downside of 4.37%.
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 65 in March 2026. The stock is currently trading at 56.10. This means that the stock has a potential upside of +15.78%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 65 | 15.8% |