Jpmorgan Quality Factor Etf Profile

JQUA Etf  USD 59.52  0.18  0.30%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
JPMorgan Quality is trading at 59.52 as of the 28th of November 2024, a 0.3 percent decrease since the beginning of the trading day. The etf's open price was 59.7. JPMorgan Quality has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for JPMorgan Quality Factor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in securities included in the underlying index. JPM US is traded on NYSEARCA Exchange in the United States. More on JPMorgan Quality Factor

Moving together with JPMorgan Etf

  0.99VTI Vanguard Total StockPairCorr
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  0.97VIG Vanguard DividendPairCorr
  0.98VV Vanguard Large CapPairCorr
  0.99RSP Invesco SP 500 Sell-off TrendPairCorr

Moving against JPMorgan Etf

  0.83VIIX VIIXPairCorr
  0.83ULE ProShares Ultra EuroPairCorr
  0.81YCL ProShares Ultra YenPairCorr
  0.79FXY Invesco CurrencySharesPairCorr

JPMorgan Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, Broad Equity ETFs, Large Blend, JPMorgan (View all Sectors)
IssuerJPMorgan
Inception Date2017-11-08
BenchmarkJP Morgan US Quality Factor Index
Entity TypeRegulated Investment Company
Asset Under Management5.37 Billion
Average Trading Valume668,809.5
Asset TypeEquity
CategoryBroad Equity
FocusStrategy
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJ.P. Morgan Investment Management Inc.
AdvisorJ.P. Morgan Investment Management Inc.
CustodianJPMorgan Chase Bank, N.A.
DistributorJPMorgan Distribution Services, Inc.
Portfolio ManagerYazann Romahi, Jonathan Msika, Joe Staines, Steven Yegang Wu, Aijaz Hussain
Transfer AgentJPMorgan Chase Bank, N.A.
Fiscal Year End31-Jul
ExchangeNYSE Arca, Inc.
Number of Constituents293
Market MakerJane Street
Total Expense0.12
Management Fee0.12
Country NameUSA
Returns Y T D25.47
NameJPMorgan U.S. Quality Factor ETF
Currency CodeUSD
Open FigiBBG00J5DPVL5
In Threey Volatility16.28
1y Volatility11.69
200 Day M A53.7158
50 Day M A57.124
CodeJQUA
Updated At26th of November 2024
Currency NameUS Dollar
JPMorgan Quality Factor [JQUA] is traded in USA and was established 2017-11-08. The fund is listed under Large Blend category and is part of JPMorgan family. The entity is thematically classified as Strategy ETFs. JPMorgan Quality Factor currently have 541.22 M in assets under management (AUM). , while the total return for the last 3 years was 11.6%.
Check JPMorgan Quality Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JPMorgan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JPMorgan Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as JPMorgan Quality Factor Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top JPMorgan Quality Factor Etf Constituents

MRKMerck CompanyStockHealth Care
AAPLApple IncStockInformation Technology
VZVerizon CommunicationsStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
HDHome DepotStockConsumer Discretionary
INTCIntelStockInformation Technology
JNJJohnson JohnsonStockHealth Care
MAMastercardStockFinancials
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JPMorgan Quality Top Holders

NFDIXNewfound Risk ManagedMutual FundTactical Allocation
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JPMorgan Quality Factor Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JPMorgan Quality. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

JPMorgan Quality Against Markets

When determining whether JPMorgan Quality Factor offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of JPMorgan Quality's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Jpmorgan Quality Factor Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Jpmorgan Quality Factor Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Quality Factor. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment.
You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
The market value of JPMorgan Quality Factor is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Quality's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Quality's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Quality's market value can be influenced by many factors that don't directly affect JPMorgan Quality's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Quality's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.