JQUA
Quality FactorJPMorgan U.S. Quality Factor ETF
JPMorgan · Tracks JP Morgan US Quality Factor Index · Inception Nov 8, 2017
Trailing returns
through Oct 23, 2026- 1 year
- +22.8%
- 3 year
- +23.3%
- annualized
- 5 year
- +13.4%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.12% expense ratio.
Based on $8.92B in net assets.
Top-10 holdings represent 18.6% of net assets.
Quality Factor base · ETF wrapper · 1.05% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through JQUA, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare JQUA's fee against another fund
Compounds the 0.12% expense ratio against a peer over decades.
Tool · Overlap
Compare JQUA's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Quality Factor funds.
Tool · TLH
Find a tax-loss harvesting partner for JQUA
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for JQUA across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Apple, Inc. | 2.08% |
| 2 | Microsoft Corp. | 2.01% |
| 3 | Broadcom, Inc. | 2.00% |
| 4 | Alphabet, Inc. | 1.94% |
| 5 | NVIDIA Corp. | 1.92% |
| 6 | Advanced Micro Devices, Inc. | 1.83% |
| 7 | Visa, Inc. | 1.75% |
| 8 | ExxonMobil Holdings Corp. | 1.73% |
| 9 | Berkshire Hathaway, Inc. | 1.71% |
| 10 | Meta Platforms, Inc. | 1.66% |
Compare JQUA with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
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