Jpmorgan Fundamentals

JVAPX -  USA Fund  

USD 42.64  0.14  0.33%

Jpmorgan Value Advantage fundamentals help investors to digest information that contributes to Jpmorgan Value's financial success or failures. It also enables traders to predict the movement of Jpmorgan Mutual Fund. This fundamental analysis module provides a way for investors to measures Jpmorgan Value's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Jpmorgan Value mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Jpmorgan Fundamentals 

 
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Jpmorgan Five Year Return Analysis

Jpmorgan Value's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Jpmorgan Value Five Year Return

    
  2.52 %  
Most of Jpmorgan Value's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jpmorgan Value Advantage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

Jpmorgan Value Five Year Return Component Assessment

According to the company disclosure, Jpmorgan Value Advantage has a Five Year Return of 2.52%. This is much higher than that of the JPMorgan family and significantly higher than that of the Large Value category. The five year return for all United States funds is 22.22% higher than that of the company.

Jpmorgan Value Advantage Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Value's current stock value. Our valuation model uses many indicators to compare Jpmorgan Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Value competition to find correlations between indicators driving Jpmorgan Value's intrinsic value. More Info.
Jpmorgan Value Advantage is rated below average in three year return among similar funds. It is rated below average in net asset among similar funds making up about  20,145,454,545  of Net Asset per Three Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Value by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Value's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Value's earnings, one of the primary drivers of an investment's value.

Jpmorgan Cash Position Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Value's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Jpmorgan Value could also be used in its relative valuation, which is a method of valuing Jpmorgan Value by comparing valuation metrics of similar companies.
Jpmorgan Value is currently under evaluation in cash position weight among similar funds.

Fund Asset Allocation for Jpmorgan Value

The fund consists of 97.16% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Jpmorgan Fundamentals

About Jpmorgan Value Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Value Advantage's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Value Advantage based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks to provide long-term total return from a combination of income and capital gains. Jpmorgan Value is traded on NASDAQ Exchange in the United States.

Jpmorgan Value Investors Sentiment

The influence of Jpmorgan Value's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Jpmorgan. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Jpmorgan Value in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Jpmorgan Value's short interest history, or implied volatility extrapolated from Jpmorgan Value options trading.

Current Sentiment - JVAPX

Jpmorgan Value Advantage Investor Sentiment

Macroaxis portfolio users are indifferent in their judgment towards investing in Jpmorgan Value Advantage. What is your judgment towards investing in Jpmorgan Value Advantage? Are you bullish or bearish?
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Jpmorgan Value Advantage using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please see Jpmorgan Value Piotroski F Score and Jpmorgan Value Altman Z Score analysis. 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 Equity Valuation module to check real value of public entities based on technical and fundamental data.

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When running Jpmorgan Value Advantage price analysis, check to measure Jpmorgan Value'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 Value is operating at the current time. Most of Jpmorgan Value's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Value's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Value's price. Additionally, you may evaluate how the addition of Jpmorgan Value to your portfolios can decrease your overall portfolio volatility.
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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.