Jpmorgan Financials

JEPCX Fund  USD 14.27  0.12  0.85%   
You can make use of fundamental analysis to find out if Jpmorgan Research Equity is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to break down thirteen available reported financial drivers for Jpmorgan Research Equity, which can be compared to its competitors. The fund experiences a moderate upward volatility. Check odds of Jpmorgan to be traded at $15.7 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Jpmorgan Fund Summary

Jpmorgan competes with T Rowe, Alternative Asset, Morgan Stanley, Balanced Allocation, and Touchstone Large. The investment seeks current income while maintaining prospects for capital appreciation. Jpmorgan Equity is traded on NASDAQ Exchange in the United States.
Specialization
Derivative Income, Large Blend
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressJPMorgan Trust IV
Mutual Fund FamilyJPMorgan
Mutual Fund CategoryDerivative Income
BenchmarkDow Jones Industrial
Phone800 480 4111
CurrencyUSD - US Dollar

Jpmorgan Key Financial Ratios

Jpmorgan Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan's current stock value. Our valuation model uses many indicators to compare Jpmorgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan competition to find correlations between indicators driving Jpmorgan's intrinsic value. More Info.
Jpmorgan Research Equity is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about  32.53  of Year To Date Return per Annual Yield. 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's earnings, one of the primary drivers of an investment's value.

Jpmorgan Research Equity Systematic Risk

Jpmorgan's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was seven with a total number of output elements of fifty-four. The Beta measures systematic risk based on how returns on Jpmorgan Research Equity correlated with the market. If Beta is less than 0 Jpmorgan generally moves in the opposite direction as compared to the market. If Jpmorgan Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Research Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan is generally in the same direction as the market. If Beta > 1 Jpmorgan moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Research Equity is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Derivative Income category is currently estimated at about 18.53 Billion. Jpmorgan totals roughly 5.8 Billion in net asset claiming about 31% of all funds under Derivative Income category.

Jpmorgan March 18, 2025 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Jpmorgan help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Research Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Research Equity based on widely used predictive technical indicators. In general, we focus on analyzing Jpmorgan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jpmorgan's daily price indicators and compare them against related drivers.

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan security.
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