JPMORGAN Mutual Fund Quote

JSORX Fund  USD 11.39  0.01  0.09%   

Market Performance

13 of 100

 
0
 
100

Odds Of Distress

Less than 1

 
100  
 
0
JPMORGAN STRATEGIC is trading at 11.39 as of the 6th of June 2023; that is 0.09% increase since the beginning of the trading day. The fund's open price was 11.38. JPMORGAN STRATEGIC has a very small chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for JPMORGAN STRATEGIC INCOME are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 6th of June 2023. Click here to learn more.
ISIN
US4812A43696
The fund has an absolute return orientation which means that it is not managed relative to an index. JP Morgan is traded on NASDAQ Exchange in the United States. More on JPMORGAN STRATEGIC INCOME

Moving together with JPMORGAN Mutual Fund

+0.99JSOSXJPMORGAN STRATEGIC INCOMEPairCorr

Moving against JPMORGAN Mutual Fund

-0.42TGBAXTEMPLETON GLOBAL BONDPairCorr

JPMORGAN 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 STRATEGIC's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding JPMORGAN STRATEGIC 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 STRATEGIC's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Startdate10th of October 2008
JPMORGAN STRATEGIC INCOME [JSORX] is traded in USA and was established 6th of June 2023. The fund is listed under Nontraditional Bond category and is part of JPMorgan family. JPMORGAN STRATEGIC INCOME currently has accumulated 9.23 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 1.82%.
Check JPMORGAN STRATEGIC 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 STRATEGIC INCOME 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.

JPMORGAN STRATEGIC Target Price Odds Analysis

Based on a normal probability distribution, the odds of JPMORGAN STRATEGIC jumping above the current price in 90 days from now is about 1.65%. The JPMORGAN STRATEGIC INCOME probability density function shows the probability of JPMORGAN STRATEGIC mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon JPMORGAN STRATEGIC has a beta of 0.0085. This indicates as returns on the market go up, JPMORGAN STRATEGIC average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding JPMORGAN STRATEGIC INCOME will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0051, implying that it can generate a 0.005062 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 11.39HorizonTargetOdds Above 11.39
98.06%90 days
 11.39 
1.65%
Based on a normal probability distribution, the odds of JPMORGAN STRATEGIC to move above the current price in 90 days from now is about 1.65 (This JPMORGAN STRATEGIC INCOME probability density function shows the probability of JPMORGAN Mutual Fund to fall within a particular range of prices over 90 days) .

JPMORGAN STRATEGIC INCOME Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. JPMORGAN STRATEGIC market risk premium is the additional return an investor will receive from holding JPMORGAN STRATEGIC 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 STRATEGIC. 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 STRATEGIC's alpha and beta are two of the key measurements used to evaluate JPMORGAN STRATEGIC's performance over the market, the standard measures of volatility play an important role as well.

JPMORGAN STRATEGIC Against Markets

Picking the right benchmark for JPMORGAN STRATEGIC 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 STRATEGIC 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 STRATEGIC is critical whether you are bullish or bearish towards JPMORGAN STRATEGIC INCOME at a given time. Please also check how JPMORGAN STRATEGIC's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in JPMORGAN STRATEGIC 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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How to buy JPMORGAN Mutual Fund?

Before investing in JPMORGAN STRATEGIC, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in JPMORGAN STRATEGIC. To buy JPMORGAN STRATEGIC fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of JPMORGAN STRATEGIC. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase JPMORGAN STRATEGIC fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located JPMORGAN STRATEGIC INCOME fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased JPMORGAN STRATEGIC INCOME fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as JPMORGAN STRATEGIC INCOME, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in JPMORGAN STRATEGIC INCOME?

The danger of trading JPMORGAN STRATEGIC INCOME 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 STRATEGIC 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 STRATEGIC. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile JPMORGAN STRATEGIC INCOME 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.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMORGAN STRATEGIC INCOME. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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