JPMorgan Value Buy Hold or Sell Recommendation

JVACX -- USA Fund  

USD 35.88  0.26  0.73%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding JPMorgan Value Advantage Class is 'Strong Hold'. Macroaxis provides JPMorgan Value buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JVACX positions. The advice algorithm takes into account all of JPMorgan Value Advan available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from JVACX buy-and-hold prospective. Please also check JPMorgan Value Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell JPMorgan ValueBuy JPMorgan Value
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon JPMorgan Value Advantage Class has a risk adjusted performance of 0.0312, jensen alpha of 0.0042, total risk alpha of 0.0028, sortino ratio of 0.0029 and treynor ratio of 0.0228
JPMorgan Value Advantage Class buy, hold, or sell recommendation module can be used to check and cross-verify current buy or sell recommendations provided by analysts analyzing the entity potential to grow using all of fundamental, technical, data market data available now. Use JPMorgan Value One Year Return and Minimum Initial Investment to make sure your buy or sell decision on JPMorgan Value Advan is adequate.

JPMorgan Value Trading Alerts and Improvement Suggestions

Latest headline from MacroaxisInsider: Sale by Stephen Zelnak of 100 shares of Martin Marietta
The fund retains 97.45% of its assets under management (AUM) in equities

JPMorgan Value Returns Distribution Density

Mean Return0.031645Value At Risk1.37
Potential Upside1.15Standard Deviation0.92
 Return Density 
      Distribution 

JPMorgan Value Greeks

α
Alpha over DOW
=0.004155
β
Beta against DOW=0.95
σ
Overall volatility
=0.93
Ir
Information ratio =0.0035

JPMorgan Value Volatility Alert

JPMorgan Value Advantage Class has relatively low volatility with skewness of -1.15 and kurtosis of 2.38. However, we advise all investors to independently investigate JPMorgan Value Advantage Class to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare JPMorgan Value to competition

JPMorgan Value Fundamental Vs Peers

FundamentalsJPMorgan ValuePeer Average
Price to Earning17.86X6.53X
Price to Book1.75X0.74X
Price to Sales1.46X0.61X
One Year Return2.18% 4.15%
Three Year Return22.52% 3.60%
Five Year Return1.44% 3.24%
Ten Year Return9.31% 1.79%
Net Asset10.3B4.11B
Minimum Initial Investment1K976.16K
Cash Position Weight2.55% 10.61%
Equity Positions Weight97.45% 63.90%
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