Jpmorgan Mutual Fund Analysis


USD 36.27  0.98  2.78%   

Jpmorgan Value price slide over the last few months may raise some interest from investors. The fund closed today at a share price of 36.27 on slow start in trading volume. The fund managers were not very successful in positioning the entity resources to exploit market volatility in May. However, diversifying your holdings with Jpmorgan Value Advantage or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 1.42. The below-average Fund volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Please see Risk vs Return Analysis.
The Jpmorgan Value mutual fund analysis report makes it easy to digest most publicly released information about Jpmorgan Value and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Jpmorgan Mutual Fund analysis module also helps to analyze the Jpmorgan Value price relationship with some important fundamental indicators such as market cap and management efficiency.

Jpmorgan Mutual Fund Analysis Notes

The fund retains 98.08% of assets under management (AUM) in equities. To learn more about Jpmorgan Value Advantage call the company at 800-480-4111.

Jpmorgan Value Advantage Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Jpmorgan Value's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Value Advantage or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Jpmorgan Value generated a negative expected return over the last 90 days
The fund retains 98.08% of its assets under management (AUM) in equities

Management Efficiency

Jpmorgan Value management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

At Risk
BLLBall Corporation(0.12) (3.37) 
AZOAutozone 0.11 (3.97) 
TROWT Rowe Price(0.06) (5.25) 
AIGAmerican International Group(0.07) (4.00) 
AEPAmerican Electric Power 0.12 (2.26) 
WFCWells Fargo(0.09) (4.00) 
VZVerizon Communications 0.12 (2.42) 
TRVThe Travelers Companies(0.0024) (2.17) 
PNCPNC Bank(0.08) (2.91) 
PGProcter Gamble 0.0495 (2.30) 
PFEPfizer Inc 0.08 (3.16) 
NEENextera Energy 0.0222 (3.35) 
MRKMerck Company 0.28 (1.65) 
LLoews Corp 0.0144 (2.90) 
JNJJohnson Johnson 0.15 (1.86) 
CVXChevron Corp(0.0041) (4.60) 
COFCapital One Financial(0.06) (5.00) 
BMYBristol-Myers Squibb 0.25 (1.87) 
BACBank Of America(0.14) (3.49) 
ABBVAbbvie Inc 0.07 (2.64) 

Technical Drivers

As of the 29th of June, Jpmorgan Value retains the risk adjusted performance of (0.13), and Market Risk Adjusted Performance of 2.19. 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 interpolate data for nineteen technical drivers for Jpmorgan Value Advantage, which can be compared to its competitors. Please check out Jpmorgan Value Advantage coefficient of variation, maximum drawdown, as well as the relationship between the Maximum Drawdown and skewness to decide if Jpmorgan Value is priced fairly, providing market reflects its last-minute price of 36.27 per share.

Jpmorgan Value Advantage Price Movement Analysis

The output start index for this execution was fifty-seven with a total number of output elements of four. Jpmorgan Value Advantage Triple Exponential Moving Average indicator shows smoothing effect of Jpmorgan Value price series composite of a single exponential moving average, a double exponential moving average and a triple exponential moving average.

Jpmorgan Value Technical and Predictive Indicators

Jpmorgan Value Forecast Models

Jpmorgan Value time-series forecasting models is one of many Jpmorgan Value's mutual fund analysis techniquest aimed to predict 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 stock market movement and maximize returns from investment trading.

About Jpmorgan Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Jpmorgan Value stock is reacting to, or reflecting on a current stock 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 stock 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 stock 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.
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.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Jpmorgan Value to your portfolios without increasing risk or reducing expected return.

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Please see Risk vs Return 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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

Complementary Tools for Jpmorgan Mutual Fund analysis

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.