Jpmorgan Mutual Fund Buy Hold or Sell Recommendation

JVAPX -  USA Fund  

USD 42.64  0.14  0.33%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Jpmorgan Value Advantage 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 JVAPX positions. The advice algorithm takes into account all of Jpmorgan Value's available fundamental, technical, and predictive indicators you will find on this site.

Jpmorgan Advice 

 
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The advice is provided from Jpmorgan Value's buy-and-hold perspective. Please see Jpmorgan Value 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 Value Advantage.

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Jpmorgan ValueBuy Jpmorgan Value
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Jpmorgan Value Advantage has a Risk Adjusted Performance of (0.014764), Jensen Alpha of 0.0113, Total Risk Alpha of 0.0155 and Treynor Ratio of (0.027405)
Jpmorgan Value Advantage investment recommendation module can be used to check and cross-verify current trade recommendations provided by analysts evaluating the entity's potential to grow using all of fundamental, technical, data market data available at the time. Please utilize Jpmorgan Value Advantage total asset and cash position weight to make buy, hold, or sell decision on Jpmorgan Value.

Jpmorgan Value Trading Alerts and Improvement Suggestions

Jpmorgan Value generated a negative expected return over the last 90 days
The fund retains 97.16% of its assets under management (AUM) in equities

Jpmorgan Value Returns Distribution Density

The distribution of Jpmorgan Value's historical returns is an attempt to chart the future uncertainty of Jpmorgan Value's future price movements. The chart of the probability distribution of Jpmorgan Value stock daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Value Advantage price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Value returns is essential to provide solid investment advice for Jpmorgan Value stock.
Mean Return-0.02Value At Risk-1.59
Potential Upside1.35Standard Deviation0.94
 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 Value 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 Value 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 Value 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 Value 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
0.0113
β
Beta against DOW1.03
σ
Overall volatility
0.94
Ir
Information ratio 0.0108

Jpmorgan Value Volatility Alert

Jpmorgan Value Advantage exhibits very low volatility with skewness of -0.47 and kurtosis of 1.34. However, we advise investors to further study Jpmorgan Value Advantage 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 Value'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 Value'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 Value Implied Volatility

Jpmorgan Value's implied volatility exposes the market's sentiment of Jpmorgan Value Advantage stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Jpmorgan Value'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 Value stock will not fluctuate a lot when Jpmorgan Value's options are near their expiration.

Jpmorgan Value Fundamentals Vs Peers

Comparing Jpmorgan Value'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 Value's direct or indirect competition across all of the common fundamentals between Jpmorgan Value and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Value or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Value's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Value by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Value to competition
FundamentalsJpmorgan ValuePeer Average
One Year Return(8.04) %4.15 %
Three Year Return0.55 %3.60 %
Five Year Return2.52 %3.24 %
Ten Year Return9.25 %1.79 %
Net Asset11.08 B4.11 B
Cash Position Weight2.84 %10.61 %
Equity Positions Weight97.16 %63.90 %

About Jpmorgan Value Buy or Sell Advice

When is the right time to buy or sell Jpmorgan Value Advantage? 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 Value 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 Value 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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Please see Jpmorgan Value 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 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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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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.