Jpmorgan Mid Cap Fund Buy Hold or Sell Recommendation
| JMVZX Fund | USD 32.83 0.03 0.09% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Jpmorgan Mid Cap is 'Hold'. Macroaxis provides Jpmorgan Mid buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JMVZX positions. The advice algorithm takes into account all of Jpmorgan Mid's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Jpmorgan Mid's buy or sell advice are summarized below:
Real Value 32.84 | Hype Value 31.73 | Market Value 32.83 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Jpmorgan Mid Cap given historical horizon and risk tolerance towards Jpmorgan Mid. When Macroaxis issues a 'buy' or 'sell' recommendation for Jpmorgan Mid Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Jpmorgan |
Execute Jpmorgan Mid Buy or Sell Advice
The Jpmorgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Jpmorgan Mid Cap. Macroaxis does not own or have any residual interests in Jpmorgan Mid Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jpmorgan Mid's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Jpmorgan Mid Trading Alerts and Improvement Suggestions
| The fund retains 96.88% of its assets under management (AUM) in equities |
Jpmorgan Mid Returns Distribution Density
The distribution of Jpmorgan Mid's historical returns is an attempt to chart the uncertainty of Jpmorgan Mid's future price movements. The chart of the probability distribution of Jpmorgan Mid daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Mid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Mid returns is essential to provide solid investment advice for Jpmorgan Mid.
| Mean Return | 0.05 | Value At Risk | -1.27 | Potential Upside | 1.07 | Standard Deviation | 0.73 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Jpmorgan Mid historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Jpmorgan Mid Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Jpmorgan Mid or JPMorgan sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Jpmorgan Mid's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Jpmorgan fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.01 | |
β | Beta against NYSE Composite | 1.08 | |
σ | Overall volatility | 0.73 | |
Ir | Information ratio | -0.01 |
Jpmorgan Mid Volatility Alert
Jpmorgan Mid Cap has low volatility with Treynor Ratio of 0.03, Maximum Drawdown of 3.48 and kurtosis of 0.1. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jpmorgan Mid's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Jpmorgan Mid's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Jpmorgan Mid Fundamentals Vs Peers
Comparing Jpmorgan Mid's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Jpmorgan Mid's direct or indirect competition across all of the common fundamentals between Jpmorgan Mid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Mid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Mid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Mid by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Jpmorgan Mid to competition |
| Fundamentals | Jpmorgan Mid | Peer Average |
| Price To Earning | 18.52 X | 6.53 X |
| Price To Book | 2.05 X | 0.74 X |
| Price To Sales | 1.15 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 3.48 % | 0.39 % |
| One Year Return | 15.76 % | 4.15 % |
| Three Year Return | 4.37 % | 3.60 % |
| Five Year Return | 7.38 % | 3.24 % |
| Ten Year Return | 8.74 % | 1.79 % |
| Net Asset | 18.79 B | 4.11 B |
| Cash Position Weight | 3.12 % | 10.61 % |
| Equity Positions Weight | 96.88 % | 63.90 % |
Jpmorgan Mid Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Jpmorgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 32.83 | |||
| Day Typical Price | 32.83 | |||
| Price Action Indicator | 0.015 | |||
| Period Momentum Indicator | 0.03 | |||
| Relative Strength Index | 75.36 |
About Jpmorgan Mid Buy or Sell Advice
When is the right time to buy or sell Jpmorgan Mid Cap? Buying financial instruments such as Jpmorgan Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Jpmorgan Mid Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.