Jpmorgan Equity Income Fund Filter Stocks by Fundamentals
| OIERX Fund | USD 24.03 0.15 0.63% |
Jpmorgan Equity Income fundamentals help investors to digest information that contributes to Jpmorgan Equity's financial success or failures. It also enables traders to predict the movement of Jpmorgan Mutual Fund. The fundamental analysis module provides a way to measure Jpmorgan Equity's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Jpmorgan Equity mutual fund.
Jpmorgan |
Did you try this?
Run USA ETFs Now
USA ETFsFind actively traded Exchange Traded Funds (ETF) in USA |
| All Next | Launch Module |
Fund Asset Allocation for Jpmorgan Equity
The fund consists of 98.08% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Jpmorgan Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Jpmorgan Fundamentals
| Price To Earning | 18.52 X | ||||
| Price To Book | 2.36 X | ||||
| Price To Sales | 2.27 X | ||||
| Total Asset | 45.98 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 3.48 % | ||||
| One Year Return | 8.98 % | ||||
| Three Year Return | 5.89 % | ||||
| Five Year Return | 9.21 % | ||||
| Ten Year Return | 11.67 % | ||||
| Net Asset | 18.92 B | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 1.92 % | ||||
| Equity Positions Weight | 98.08 % |
About Jpmorgan Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Equity Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Equity Income 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.
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 Equity 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 Equity's short interest history, or implied volatility extrapolated from Jpmorgan Equity options trading.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Jpmorgan Equity Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.