Jpmorgan Mutual Fund Quote

JVAPX
 Fund
  

USD 35.51  0.20  0.56%   

Market Performance
0 of 100
Odds Of Distress
Less than 28
Jpmorgan Value is trading at 35.51 as of the 6th of July 2022; that is -0.56% down since the beginning of the trading day. The fund's open price was 35.71. Jpmorgan Value has about a 28 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Jpmorgan Value Advantage are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of June 2022 and ending today, the 6th of July 2022. Click here to learn more.
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. More on Jpmorgan Value Advantage

Moving together with Jpmorgan Value

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0.76MSFTMicrosoft Corp Fiscal Year End 26th of July 2022 PairCorr
0.73HPQHP Inc Potential GrowthPairCorr
0.8CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr

Jpmorgan Value 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 Value's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Value or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Jpmorgan Value generated a negative expected return over the last 90 days
The fund retains 98.08% 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 Value's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate1st of November 2020
Jpmorgan Value Advantage [JVAPX] is traded in USA and was established 6th of July 2022. The fund is listed under Large Value category and is part of JPMorgan family. Jpmorgan Value Advantage currently has accumulated 10.77 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 0.55%.
Check Jpmorgan Value 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 Value Advantage 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 Value Advantage Constituents

Jpmorgan Value Target Price Odds Analysis

What are Jpmorgan Value's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Jpmorgan Value jumping above the current price in 90 days from now is under 95%. The Jpmorgan Value Advantage probability density function shows the probability of Jpmorgan Value mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Value has a beta of 0.0187. This indicates as returns on the market go up, Jpmorgan Value average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Value Advantage 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 Value Advantage is significantly underperforming DOW.
  Odds Below 35.51HorizonTargetOdds Above 35.51
5.63%90 days
 35.51 
94.29%
Based on a normal probability distribution, the odds of Jpmorgan Value to move above the current price in 90 days from now is under 95 (This Jpmorgan Value Advantage probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .

Jpmorgan Value Advantage Risk Profiles

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

Jpmorgan Value Against Markets

Picking the right benchmark for Jpmorgan Value 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 Value 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 Value is critical whether you are bullish or bearish towards Jpmorgan Value Advantage 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 Value 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.

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Investing Jpmorgan Value Advantage

You need to understand the risk of investing before taking a position in Jpmorgan Value. The danger of trading Jpmorgan Value Advantage 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 Value 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 Value. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Value Advantage 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 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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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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.