Jpmorgan Mutual Fund Buy Hold or Sell Recommendation

JPPEX
 Fund
  

USD 49.32  0.42  0.84%   

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 JPPEX positions. The advice algorithm takes into account all of Jpmorgan Mid's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Jpmorgan Mid's buy-and-hold perspective. Please see 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. 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 Mid Cap.

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

Execute Advice
Sell Jpmorgan MidBuy Jpmorgan Mid
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Jpmorgan Mid Cap has a Risk Adjusted Performance of (0.23), Jensen Alpha of (0.07), Total Risk Alpha of (0.06) and Treynor Ratio of (0.25)
Our trade recommendations tool can be used to complement Jpmorgan Mid Cap advice provided by experts. It analyzes the entity's potential to grow against your specific risk preferences and investment horizon. Please utilize Jpmorgan Mid Cap one year return and equity positions weight to make buy, hold, or sell decision on Jpmorgan Mid.

Jpmorgan Mid Trading Alerts and Improvement Suggestions

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

Jpmorgan Mid Returns Distribution Density

The distribution of Jpmorgan Mid's historical returns is an attempt to chart the future uncertainty of Jpmorgan Mid's future price movements. The chart of the probability distribution of Jpmorgan Mid stock 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 stock.
Mean Return-0.28Value At Risk-3.48
Potential Upside2.35Standard Deviation1.71
 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 stock's price will be affected by overall stock 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 stock'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 DOW
-0.07
β
Beta against DOW1.12
σ
Overall volatility
1.74
Ir
Information ratio -0.06

Jpmorgan Mid Volatility Alert

Jpmorgan Mid Cap exhibits very low volatility with skewness of -0.24 and kurtosis of -0.25. However, we advise investors to further study Jpmorgan Mid Cap technical indicators to make sure all market info is available and is reliable. 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 bullying 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 stocks as prices fall.

Jpmorgan Mid Implied Volatility

Jpmorgan Mid's implied volatility exposes the market's sentiment of Jpmorgan Mid Cap stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Jpmorgan Mid's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Jpmorgan Mid stock will not fluctuate a lot when Jpmorgan Mid's options are near their expiration.

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
FundamentalsJpmorgan MidPeer Average
Price to Earning20.09 X6.53 X
Price to Book2.63 X0.74 X
Price to Sales1.43 X0.61 X
One Year Return7.26 %4.15 %
Three Year Return8.36 %3.60 %
Five Year Return7.01 %3.24 %
Ten Year Return12.38 %1.79 %
Net Asset2.82 B4.11 B
Cash Position Weight2.84 %10.61 %
Equity Positions Weight97.16 %63.90 %

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 stock 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. Although Jpmorgan Mid investors may find it confusing at the beginning, 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 Mid 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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Housewares
Housewares Theme
Companies making housewares accessories and providing houseware services. The Housewares theme has 0 constituents.
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 Housewares Theme or any other thematic opportunities.
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Please see 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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

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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.
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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.