Jpmorgan Mutual Fund Quote

JPPEX
 Fund
  

USD 50.95  1.59  3.22%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Jpmorgan Mid is trading at 50.95 as of the 29th of June 2022; that is 3.22 percent increase since the beginning of the trading day. The fund's open price was 49.36. Jpmorgan Mid has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over 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 4th of June 2021 and ending today, the 29th of June 2022. Click here to learn more.
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

Moving together with Jpmorgan Mid

0.85JPMJP Morgan Chase Earnings Call  In Two WeeksPairCorr
0.79CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr

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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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.
Jpmorgan Mid Cap generated a negative expected return over the last 90 days
Jpmorgan Mid Cap is unlikely to experience financial distress in the next 2 years
The fund retains 97.16% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis 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
Startdate1st of June 2010
Jpmorgan Mid Cap [JPPEX] is traded in USA and was established 29th of June 2022. The fund is listed under Mid-Cap Growth 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 Constituents

Jpmorgan Mid Target Price Odds Analysis

What are Jpmorgan Mid's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Jpmorgan Mid jumping above the current price in 90 days from now is close to 99%. 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 has a beta of 0.0851. This indicates as returns on the market go up, Jpmorgan Mid average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Mid Cap will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Jpmorgan Mid Cap is significantly underperforming DOW.
  Odds Below 50.95HorizonTargetOdds Above 50.95
0.91%90 days
 50.95 
99.07%
Based on a normal probability distribution, the odds of Jpmorgan Mid to move above the current price in 90 days from now is close to 99 (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 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.

Did you try this?

Run Portfolio Volatility Now

   

Portfolio Volatility

Check portfolio volatility and analyze historical return density to properly model market risk
All  Next Launch Module

Investing Jpmorgan Mid Cap

You need to understand the risk of investing before taking a position in Jpmorgan Mid. 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 CEO Directory module to screen CEOs from public companies around the world.

Complementary Tools for Jpmorgan Mutual Fund analysis

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.
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Money Managers
Screen money managers from public funds and ETFs managed around the world
Go
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.