Jpmorgan Small Financial Statements From 2010 to 2025
Jpmorgan Small financial statements provide useful quarterly and yearly information to potential Jpmorgan Small Cap investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Jpmorgan Small financial statements helps investors assess Jpmorgan Small's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Jpmorgan Small's valuation are summarized below:Jpmorgan Small Cap does not presently have any fundamental trends for analysis.
This module can also supplement various Jpmorgan Small Technical models . Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in employment.
Check Jpmorgan Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jpmorgan Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Jpmorgan financial statements analysis is a perfect complement when working with Jpmorgan Small Valuation or Volatility modules.
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Jpmorgan Small Cap Mutual Fund One Year Return Analysis
Jpmorgan Small's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Small One Year Return | 16.71 % |
Most of Jpmorgan Small's fundamental indicators, such as One Year Return, 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.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Jpmorgan Small Cap has an One Year Return of 16.7054%. This is much higher than that of the JPMorgan family and significantly higher than that of the Small Blend category. The one year return for all United States funds is notably lower than that of the firm.
Jpmorgan Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Small's current stock value. Our valuation model uses many indicators to compare Jpmorgan Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Small competition to find correlations between indicators driving Jpmorgan Small's intrinsic value. More Info.Jpmorgan Small Cap is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 3.67 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Small's earnings, one of the primary drivers of an investment's value.Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
Other Consideration for investing in Jpmorgan Mutual Fund
If you are still planning to invest in Jpmorgan Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Jpmorgan Small's history and understand the potential risks before investing.
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