JPMORGAN Mutual Fund Buy Hold or Sell Recommendation

JOBBX Fund  USD 26.06  0.02  0.08%   
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding JPMORGAN SMARTRETIREMENT BLEND is 'Strong Sell'. Macroaxis provides JPMORGAN SMARTRETIREMENT buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JOBBX positions. The advice algorithm takes into account all of JPMORGAN SMARTRETIREMENT's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from JPMORGAN SMARTRETIREMENT's buy-and-hold perspective. Please see JPMORGAN SMARTRETIREMENT 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. We conduct extensive research on individual funds such as JPMORGAN and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards JPMORGAN SMARTRETIREMENT BLEND.

Execute JPMORGAN SMARTRETIREMENT 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 SMARTRETIREMENT BLEND. Macroaxis does not own or have any residual interests in JPMORGAN SMARTRETIREMENT BLEND or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute JPMORGAN SMARTRETIREMENT's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell JPMORGAN SMARTRETIREMENTBuy JPMORGAN SMARTRETIREMENT
Strong Sell

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon JPMORGAN SMARTRETIREMENT BLEND has a Mean Deviation of 0.8437, Semi Deviation of 0.7909, Standard Deviation of 1.17, Variance of 1.36, Downside Variance of 1.06 and Semi Variance of 0.6256
Our trade recommendations module complements current analysts and expert consensus on JPMORGAN SMARTRETIREMENT BLEND. It analyzes the fund potential to grow using all fundamental, technical, and market related data available now. Use JPMORGAN SMARTRETIREMENT one year return and cash position weight to ensure your buy or sell decision on JPMORGAN SMARTRETIREMENT is adequate.

JPMORGAN SMARTRETIREMENT Returns Distribution Density

The distribution of JPMORGAN SMARTRETIREMENT's historical returns is an attempt to chart the uncertainty of JPMORGAN SMARTRETIREMENT's future price movements. The chart of the probability distribution of JPMORGAN SMARTRETIREMENT stock daily returns describes the distribution of returns around its average expected value. We use JPMORGAN SMARTRETIREMENT BLEND price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of JPMORGAN SMARTRETIREMENT returns is essential to provide solid investment advice for JPMORGAN SMARTRETIREMENT.
Mean Return0.20Value At Risk-1.47
Potential Upside1.96Standard Deviation1.17
   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 SMARTRETIREMENT 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 SMARTRETIREMENT 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 SMARTRETIREMENT 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 SMARTRETIREMENT'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
0.21
β
Beta against NYSE Composite-0.11
σ
Overall volatility
1.18
Ir
Information ratio 0.0035

JPMORGAN SMARTRETIREMENT Volatility Alert

JPMORGAN SMARTRETIREMENT BLEND has relatively low volatility with skewness of 0.89 and kurtosis of 2.69. However, we advise all investors to independently investigate JPMORGAN SMARTRETIREMENT BLEND to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure JPMORGAN SMARTRETIREMENT'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 SMARTRETIREMENT'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 stocks as prices fall.

JPMORGAN SMARTRETIREMENT Fundamentals Vs Peers

Comparing JPMORGAN SMARTRETIREMENT'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 SMARTRETIREMENT's direct or indirect competition across all of the common fundamentals between JPMORGAN SMARTRETIREMENT and the related equities. This way, we can detect undervalued stocks with similar characteristics as JPMORGAN SMARTRETIREMENT or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of JPMORGAN SMARTRETIREMENT's fundamental indicators could also be used in its relative valuation, which is a method of valuing JPMORGAN SMARTRETIREMENT by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare JPMORGAN SMARTRETIREMENT to competition
FundamentalsJPMORGAN SMARTRETIREMENTPeer Average
Price to Earning17.33 X6.53 X
Price to Book1.95 X0.74 X
Price to Sales1.39 X0.61 X
One Year Return3.39 %4.15 %
Three Year Return4.48 %3.60 %
Five Year Return5.14 %3.24 %
Net Asset1.82 B4.11 B
Last Dividend Paid0.150.65
Cash Position Weight3.78 %10.61 %
Equity Positions Weight82.08 %63.90 %
Bond Positions Weight1.75 %11.24 %

JPMORGAN SMARTRETIREMENT 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.

About JPMORGAN SMARTRETIREMENT Buy or Sell Advice

When is the right time to buy or sell JPMORGAN SMARTRETIREMENT BLEND? 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.

Use Investing Ideas to Build Portfolios

In addition to having JPMORGAN SMARTRETIREMENT in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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USD Crypto Fund Theme
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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize USD Crypto Fund Theme or any other thematic opportunities.
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Please see JPMORGAN SMARTRETIREMENT 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 SMARTRETIREMENT information on this page should be used as a complementary analysis to other JPMORGAN SMARTRETIREMENT'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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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