JPMORGAN Mutual Fund Quote

JPPEX Fund  USD 53.13  0.10  0.19%   
Market Performance
5 of 100
Odds Of Distress
Less than 1
JPMORGAN MID is trading at 53.13 as of the 27th of January 2023; that is 0.19 percent up since the beginning of the trading day. The fund's open price was 53.03. JPMORGAN MID has a very small chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for JPMORGAN MID CAP are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of December 2022 and ending today, the 27th of January 2023. Click here to learn more.
ISIN
US46637K1741
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of mid cap companies. Jpmorgan Mid is traded on NASDAQ Exchange in the United States. More on JPMORGAN MID CAP

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JPMORGAN MID Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. JPMORGAN MID's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding JPMORGAN MID or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of JPMORGAN MID's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Startdate1st of June 2010
JPMORGAN MID CAP [JPPEX] is traded in USA and was established 27th of January 2023. The fund is listed under Mid-Cap Blend category and is part of JPMorgan family. JPMORGAN MID CAP currently has accumulated 2.82 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 8.36%.
Check JPMORGAN MID Probability Of Bankruptcy

Instrument 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 Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JPMORGAN Mutual Fund, 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 MID CAP Mutual Fund, 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 MID CAP Mutual Fund Constituents

JPMORGAN MID Target Price Odds Analysis

Based on a normal probability distribution, the odds of JPMORGAN MID jumping above the current price in 90 days from now is about 6.68%. The JPMORGAN MID CAP probability density function shows the probability of JPMORGAN MID mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon JPMORGAN MID CAP has a beta of -0.1099. This indicates as returns on benchmark increase, returns on holding JPMORGAN MID are expected to decrease at a much lower rate. During the bear market, however, JPMORGAN MID CAP is likely to outperform the market. Additionally, the company has an alpha of 0.2155, implying that it can generate a 0.22 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 53.13HorizonTargetOdds Above 53.13
93.19%90 days
 53.13 
6.68%
Based on a normal probability distribution, the odds of JPMORGAN MID to move above the current price in 90 days from now is about 6.68 (This JPMORGAN MID CAP probability density function shows the probability of JPMORGAN Mutual Fund to fall within a particular range of prices over 90 days) .

JPMORGAN MID Top Holders

JPMORGAN MID CAP Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. JPMORGAN MID market risk premium is the additional return an investor will receive from holding JPMORGAN MID long position in a well-diversified portfolio. 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 MID. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although JPMORGAN MID's alpha and beta are two of the key measurements used to evaluate JPMORGAN MID's performance over the market, the standard measures of volatility play an important role as well.

JPMORGAN MID Against Markets

Picking the right benchmark for JPMORGAN MID mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in JPMORGAN MID mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for JPMORGAN MID is critical whether you are bullish or bearish towards JPMORGAN MID CAP at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in JPMORGAN MID without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in JPMORGAN MID CAP?

The danger of trading JPMORGAN MID CAP is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of JPMORGAN MID is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than JPMORGAN MID. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile JPMORGAN MID CAP is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please see Risk vs Return Analysis. Note that the JPMORGAN MID CAP information on this page should be used as a complementary analysis to other JPMORGAN MID'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 File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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