Jpmorgan Mutual Fund Financials

JVAPX
 Fund
  

USD 36.32  0.61  1.71%   

Financial data analysis helps to validate if markets are presently mispricing Jpmorgan Value. We were able to interpolate data for ten available reported financial drivers for Jpmorgan Value Advantage, which can be compared to its competitors. Please utilize Jpmorgan Value total asset and cash position weight to make a decision on whether Jpmorgan Value Advantage is priced some-what accurately. Use Jpmorgan Value to enhance the returns of your portfolios. The fund experiences a large bullish trend. Check odds of Jpmorgan Value to be traded at $39.95 in 90 days.
  
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With this module, you can analyze Jpmorgan financials for your investing period. You should be able to track the changes in Jpmorgan Value individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past Jpmorgan Value Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Jpmorgan Value's financial statements are interrelated, with each one affecting the others. For example, an increase in Jpmorgan Value's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 26
Jpmorgan Value Advantage has less than 26 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Jpmorgan Value mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Jpmorgan Value's official financial statements usually reflect Jpmorgan Value's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Jpmorgan Value Advantage. For example, before you start analyzing numbers published by Jpmorgan accountants, it's critical to develop an understanding of what Jpmorgan Value's liquidity, profitability, and earnings quality are in the context of the JPMorgan space in which it operates.
Please note that past performance is not an indicator of the future performance of Jpmorgan Value, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Jpmorgan Value Company Summary

The investment seeks to provide long-term total return from a combination of income and capital gains. Jpmorgan Value is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressJPMorgan Trust I
Mutual Fund FamilyJPMorgan
Mutual Fund CategoryLarge Value
BenchmarkDOW
Phone800 480 4111
CurrencyUSD - US Dollar

Jpmorgan Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Value's current stock value. Our valuation model uses many indicators to compare Jpmorgan Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Value competition to find correlations between indicators driving Jpmorgan Value's intrinsic value. More Info.
Jpmorgan Value Advantage is currently considered the top fund in three year return among similar funds. It is currently considered the top fund in net asset among similar funds making up about  19,581,818,182  of Net Asset per Three Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Value by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Value's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Value's earnings, one of the primary drivers of an investment's value.

Jpmorgan Value Advantage Systematic Risk

Jpmorgan Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Value volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Jpmorgan Value Advantage correlated with the market. If Beta is less than 0 Jpmorgan Value generally moves in the opposite direction as compared to the market. If Jpmorgan Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Value Advantage is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Value is generally in the same direction as the market. If Beta > 1 Jpmorgan Value moves generally in the same direction as, but more than the movement of the benchmark.
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About Jpmorgan Value Financials

What exactly are Jpmorgan Value Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Jpmorgan Value's income statement, its balance sheet, and the statement of cash flows. Potential Jpmorgan Value investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Jpmorgan Value investors may use each financial statement separately, they are all related. The changes in Jpmorgan Value's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Jpmorgan Value's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Jpmorgan Value is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Jpmorgan grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Jpmorgan Value Advantage is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 21.54 Billion. Jpmorgan Value totals roughly 10.77 Billion in net asset claiming about 50% of funds under Large Value category.

Jpmorgan Value June 30, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Jpmorgan Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Value Advantage. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Value Advantage based on widely used predictive technical indicators. In general, we focus on analyzing Jpmorgan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jpmorgan Value's daily price indicators and compare them against related drivers.
Information Ratio(0.010572)
Maximum Drawdown6.18
Value At Risk(2.75)
Potential Upside1.93
Please see Risk vs Return Analysis. Note that the Jpmorgan Value Advantage information on this page should be used as a complementary analysis to other Jpmorgan Value's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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When running Jpmorgan Value Advantage price analysis, check to measure Jpmorgan Value's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jpmorgan Value is operating at the current time. Most of Jpmorgan Value's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Value's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Value's price. Additionally, you may evaluate how the addition of Jpmorgan Value to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Jpmorgan Value's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Value value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Value'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.