JP Morgan Buy Hold or Sell Recommendation

JM
SRJCX -- USA Fund  

USD 18.42  0.27  1.44%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding JP Morgan Smart is 'Strong Sell'. Macroaxis provides JP Morgan buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SRJCX positions. The advice algorithm takes into account all of JP Morgan Smart available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from SRJCX buy-and-hold perspective. Additionally, take a look at JP Morgan Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool.

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Time Horizon

Risk Tolerance

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Sell JP MorganBuy JP Morgan
Strong Sell

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon JP Morgan Smart has a mean deviation of 1.96, semi deviation of 3.41, standard deviation of 2.95, variance of 8.72, downside variance of 17.48 and semi variance of 11.64
Our buy or sell recommendation tool can be used to cross verify current analyst consensus">analyst consensus on JP Morgan Smart and to analyze the fund potential to grow this quarter and beyond. Use JP Morgan Smart Price to Earning, Three Year Return as well as the relationship between Three Year Return and Cash Position Weight to make sure your buy or sell decision on JP Morgan Smart is adequate.

JP Morgan Trading Alerts and Improvement Suggestions

The fund maintains about 6.17% of its assets in cash

JP Morgan Returns Distribution Density

Mean Return0.00793Value At Risk-4.97
Potential Upside3.49Standard Deviation2.95
 Return Density 
      Distribution 

JP Morgan 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 JP Morgan or JP Morgan Smart 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 JP Morgan 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 SRJCX 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
=-0.02
β
Beta against DOW=0.20
σ
Overall volatility
=2.72
Ir
Information ratio =-0.03

JP Morgan Volatility Alert

JP Morgan Smart shows above average downside volatility of 4.18 for selected time horizon. We advise investors to further inspect JP Morgan Smart to make sure all market timing and asset allocation strategies are consistent with estimation about JP Morgan future alpha.
    
 Better Than Average     
    
 Worse Than Average Compare JP Morgan to competition

JP Morgan Fundamental Vs Peers

FundamentalsJP MorganPeer Average
Price to Earning16.97 6.53 
Price to Book1.97 0.74 
Price to Sales1.47 0.61 
One Year Return(4.83) 4.15 
Three Year Return2.73 3.60 
Five Year Return3.01 3.24 
Ten Year Return6.44 1.79 
Net Asset5.21 B4.11 B
Minimum Initial Investment500976.16 K
Last Dividend Paid0.010.65
Cash Position Weight6.17 10.61 
Equity Positions Weight68.00 63.90 
Bond Positions Weight25.52 11.24 

About JP Morgan Buy or Sell Advice

When is the right time to buy or sell JP Morgan Smart? Buying funds such as JP Morgan 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 bases. Although JP Morgan 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.
The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. JP Morgan is traded on BATS Exchange in USA.

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Communication Services Theme
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Additionally, take a look at JP Morgan Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool. Please also try Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. drill down to check world indexes.
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page