Jpmorgan Value Advantage Fund Analysis

Jpmorgan Mutual Fund Analysis Notes

The fund retains 97.83% of assets under management (AUM) in equities. Large To learn more about Jpmorgan Value Advantage call the company at 800-480-4111.

Jpmorgan Value Advantage Investment Alerts

Jpmorgan Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Jpmorgan Value's market, we take the total number of its shares issued and multiply it by Jpmorgan Value's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Jpmorgan Value Advantage Mutual Fund Constituents

Technical Drivers

As of the 17th of April 2024, Jpmorgan Value retains the Market Risk Adjusted Performance of 0.0605, risk adjusted performance of 0.0561, and Downside Deviation of 0.7353. Jpmorgan Value technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices. Simply put, you can use this information to find out if the entity will indeed mirror its model of historical price patterns, or the prices will eventually revert. We were able to break down nineteen technical drivers for Jpmorgan Value Advantage, which can be compared to its competitors. Please check out Jpmorgan Value Advantage coefficient of variation, treynor ratio, as well as the relationship between the Treynor Ratio and semi variance to decide if Jpmorgan Value is priced fairly, providing market reflects its last-minute price of 36.38 per share.

Jpmorgan Value Advantage Price Movement Analysis

Jpmorgan Value Predictive Daily Indicators

Jpmorgan Value Forecast Models

Jpmorgan Value's time-series forecasting models are one of many Jpmorgan Value's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Jpmorgan Value's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Jpmorgan Value prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Jpmorgan shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Jpmorgan Value. By using and applying Jpmorgan Mutual Fund analysis, traders can create a robust methodology for identifying Jpmorgan entry and exit points for their positions.

Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Value Advantage. 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 main economic indicators. 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 the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.