JPMorgan Value Financial Statements From 2010 to 2024
| JVAL Etf | USD 39.55 0.33 0.84% |
Check JPMorgan Value financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among JPMorgan main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . JPMorgan financial statements analysis is a perfect complement when working with JPMorgan Value Valuation or Volatility modules.
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JPMorgan Value Factor ETF Beta Analysis
JPMorgan Value's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current JPMorgan Value Beta | 0.94 |
Most of JPMorgan Value's fundamental indicators, such as Beta, 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 Factor is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, JPMorgan Value Factor has a Beta of 0.94. This is much higher than that of the JPMorgan family and significantly higher than that of the Large Value category. The beta for all United States etfs is notably lower than that of the firm.
About JPMorgan Value Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include JPMorgan Value income statement, its balance sheet, and the statement of cash flows. JPMorgan Value investors use historical funamental indicators, such as JPMorgan Value's revenue or net income, to determine how well the company is positioned to perform in the future. Although JPMorgan Value investors may use each financial statement separately, they are all related. The changes in JPMorgan Value's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on JPMorgan Value's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on JPMorgan Value Financial Statements. Understanding these patterns can help to make the right decision on long term investment in JPMorgan Value. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its assets in securities included in the underlying index. JPM US is traded on NYSEARCA Exchange in the United States.
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Try AI Portfolio ArchitectCheck out the analysis of JPMorgan Value Correlation against competitors. Note that the JPMorgan Value Factor 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 the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
The market value of JPMorgan Value Factor is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Value's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Value's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Value's market value can be influenced by many factors that don't directly affect JPMorgan Value's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
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 if JPMorgan Value is a good investment 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.