JQUAJPMorgan U.S. Quality Factor ETF
Seeks investment results that closely correspond to the performance of the JP Morgan US Quality Factor Index.
By JPMorgan · Launched 2017
Annual Cost
0.12%
#474 of 5,853 · low cost
Fund Size
$8.2B
#324 of 5,853 · large
Return (1Y)Goal
+20.1%
Track Record
8 years
#1,632 of 5,853 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,222+22.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Quality
Index tracked
JP Morgan US Quality Factor Index
What it actually holds
By weightConcentration
Top 10 holdings = 19.0% of fund✓ well diversified
Alphabet, Inc.
2.3%
Broadcom, Inc.
2.1%
NVIDIA Corp.
2.0%
Apple, Inc.
2.0%
Exxon Mobil Corp.
1.9%
Berkshire Hathaway, Inc.
1.8%
Meta Platforms, Inc.
1.7%
Johnson & Johnson
1.7%
Visa, Inc.
1.7%
Microsoft Corp.
1.7%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
41.0%
Financial Services
12.0%
Consumer Cyclical
9.5%
Industrials
8.9%
Healthcare
8.8%
Communication
6.2%
Consumer Defensive
5.2%
Energy
3.3%
Other
5.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.0%Moderate
Year-on-year price swings
Max drawdown
-32.9%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.49Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of the JP Morgan US Quality Factor Index.
- Strategy
- Employs a passive indexing investment approach to replicate the performance of the JP Morgan US Quality Factor Index, investing primarily in large- and mid-cap U.S. equity securities selected for quality factor characteristics. The Fund does not seek to outperform the Underlying Index and aims for investment results that closely correspond to it.
- Inception date
- November 8, 2017
- Fund family
- JPMorgan
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Data updated on 2026-08-02