JPMorgan U.S. Quality Factor ETF (JQUA)
JQUA: A Quality ETF To Hold, Not Yet A Buy
JPMorgan US Quality Factor ETF earns a Hold. A top-tier quality-focused fund but offering no compelling reason to buy at present. JQUA's rules-based approach delivers a 14.8% CAGR since 2017, with lower drawdowns and volatility versus IVV and IWB. JQUA compares very favorably against other quality factor funds: SPHQ, QUAL, and FQAL.
JQUA's Quality Strategy Continues To Beat Broader Indices And Peers, Capturing Broadening Stock Market Trends
JPMorgan US Quality Factor ETF has surged 18% YTD, outperforming the S&P 500, Russell 1000, and quality ETF peers. JQUA's rule-based selection of 310 high-quality stocks, diversified across sectors, positions it to capture broadening market trends and limit downside risk. The ETF trades at a forward P/E of 21, offers a dividend yield above 1%, and has delivered a 10% three-year dividend growth CAGR.
Avior Wealth Management LLC Buys Shares of 49,509 JPMorgan U.S. Quality Factor ETF $JQUA
Avior Wealth Management LLC purchased a new position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 49,509 shares of the company's stock, valued at approximately $3,578,000. Several other institutional investors and hedge funds
JPMorgan U.S. Quality Factor ETF $JQUA Stock Position Cut by Contango Wealth Management LLC
Contango Wealth Management LLC cut its stake in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 31.0% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 66,214 shares of the company's stock after selling 29,806 shares during the quarter. JPMorgan U.S. Quality
Fifth Third Bancorp Takes $2.77 Million Position in JPMorgan U.S. Quality Factor ETF $JQUA
Fifth Third Bancorp bought a new position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 45,223 shares of the company's stock, valued at approximately $2,773,000. Other institutional investors and hedge funds have also
Alpha Zero LLC Has $10.95 Million Stock Holdings in JPMorgan U.S. Quality Factor ETF $JQUA
Alpha Zero LLC lifted its stake in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 5.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 178,603 shares of the company's stock after acquiring an additional 9,590 shares during the period. JPMorgan
JQUA: Focusing On Quality Helps Mitigate Volatility
JPMorgan U.S. Quality Factor ETF targets Russell 1000 stocks with a focus on profitability, quality of earnings, and solvency. The ETF is tech-heavy (38% sector weight) but maintains low company-specific risk. JQUA offers lower volatility and higher risk-adjusted returns than the Russell 1000, despite lagging in total return both long-term and recently.
D.A. Davidson & CO. Purchases 14,215 Shares of JPMorgan U.S. Quality Factor ETF $JQUA
D.A. Davidson and CO. lifted its position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 13.6% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 118,850 shares of the company's stock after acquiring an additional 14,215 shares during
Able Wealth Management LLC Boosts Position in JPMorgan U.S. Quality Factor ETF $JQUA
Able Wealth Management LLC increased its stake in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 19.2% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 226,731 shares of the company's stock after acquiring an additional
Elevation Capital Advisory LLC Makes New $491,000 Investment in JPMorgan U.S. Quality Factor ETF $JQUA
Elevation Capital Advisory LLC bought a new position in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) during the undefined quarter, according to its most recent 13F filing with the SEC. The fund bought 7,778 shares of the company's stock, valued at approximately $491,000. Several other institutional investors also recently made changes
Financial Futures Ltd Liability Co. Has $4.26 Million Position in JPMorgan U.S. Quality Factor ETF $JQUA
Financial Futures Ltd Liability Co. raised its stake in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 21.8% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 67,489 shares of the company's stock after purchasing an additional 12,073 shares
JPMorgan U.S. Quality Factor ETF $JQUA Shares Sold by Base Wealth Management LLC
Base Wealth Management LLC trimmed its position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 93.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,861 shares of the company's stock after selling 158,132 shares during the
JPMorgan U.S. Quality Factor ETF $JQUA Shares Purchased by Savvy Advisors Inc.
Savvy Advisors Inc. raised its stake in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 64.4% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,358,559 shares of the company's stock after purchasing an additional 532,063 shares during the quarter.
JPMorgan U.S. Quality Factor ETF $JQUA Shares Sold by BridgePort Financial Solutions LLC
BridgePort Financial Solutions LLC cut its stake in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 27.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 85,520 shares of the company's stock after selling 32,293 shares during the period.
JPMorgan U.S. Quality Factor ETF $JQUA Stock Position Decreased by Blue Trust Inc.
Blue Trust Inc. decreased its position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 9.5% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 87,253 shares of the company's stock after selling 9,172 shares during the quarter. Blue Trust Inc.
Enzi Wealth Cuts Stock Holdings in JPMorgan U.S. Quality Factor ETF $JQUA
Enzi Wealth reduced its stake in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 76.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 32,919 shares of the company's stock after selling 105,695 shares during the quarter. JPMorgan U.S.
HighTower Advisors LLC Grows Holdings in JPMorgan U.S. Quality Factor ETF $JQUA
HighTower Advisors LLC boosted its position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 13.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 385,333 shares of the company's stock after purchasing an additional 45,556 shares during the period. HighTower Advisors LLC owned about
JQUA: Balanced Approach With Lighter Allocation To Mega Caps (Rating Downgrade)
JPMorgan U.S. Quality Factor ETF offers a balanced, quality-focused portfolio with a mid- and large-cap tilt and sector neutrality versus the Russell 1000. JQUA trades at a modest 3% P/E discount to the Russell 1000, with valuation and sector allocations largely mirroring the benchmark but less concentrated in mega caps. Performance has lagged recently due to underweight exposure to big tech leaders, yet JQUA maintains lower volatility and strong risk-adjusted metrics relative to peers.
Beaumont Financial Advisors LLC Reduces Stake in JPMorgan U.S. Quality Factor ETF $JQUA
Beaumont Financial Advisors LLC lessened its stake in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 4.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 536,313 shares of the company's stock after selling 22,418 shares during the quarter. JPMorgan
Cobblestone Asset Management LLC Reduces Stock Holdings in JPMorgan U.S. Quality Factor ETF $JQUA
Cobblestone Asset Management LLC cut its holdings in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 19.2% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 152,986 shares of the company's stock after selling 36,253 shares during