Jpmorgan Equity Positions Weight

VSSBX -  USA Fund  

USD 66.82  0.03  0.0449%

Jpmorgan Small Cap fundamentals help investors to digest information that contributes to Jpmorgan Small'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 Small'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 Small 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 Equity Positions Weight 

 
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Jpmorgan Equity Positions Weight Analysis

Jpmorgan Small's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current Jpmorgan Small Equity Positions Weight

    
  97.20 %  
Most of Jpmorgan Small's fundamental indicators, such as Equity Positions Weight, 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 Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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Jpmorgan Small Equity Positions Weight Component Assessment

According to the company disclosure, Jpmorgan Small Cap has an Equity Positions Weight of 97%. This is 24.84% higher than that of the JPMorgan family and significantly higher than that of the Small Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.

Jpmorgan Equity Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Small's direct or indirect competition against its Equity Positions 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 Small could also be used in its relative valuation, which is a method of valuing Jpmorgan Small by comparing valuation metrics of similar companies.
Jpmorgan Small is currently under evaluation in equity positions weight among similar funds.

Fund Asset Allocation for Jpmorgan Small

The fund consists of 97.2% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Jpmorgan Fundamentals

About Jpmorgan Small Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Small Cap 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of small cap companies meeting the advisers sustainability criteria. Assets means net assets, plus the amount of borrowings for investment purposes. Jpmorgan Small is traded on NASDAQ Exchange in the United States.

Jpmorgan Small Investors Sentiment

The influence of Jpmorgan Small'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.

Current Sentiment - VSSBX

Jpmorgan Small Cap Investor Sentiment

Macroaxis portfolio users are unemotional in their outlook on investing in Jpmorgan Small Cap. What is your judgment towards investing in Jpmorgan Small Cap? Are you bullish or bearish?
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Also, please take a look at Jpmorgan Small Piotroski F Score and Jpmorgan Small Altman Z Score analysis. Note that the Jpmorgan Small Cap information on this page should be used as a complementary analysis to other Jpmorgan Small'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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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Please note, there is a significant difference between Jpmorgan Small's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Small value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Small'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.