Jpmorgan Financials
| JEPCX Fund | USD 14.27 0.12 0.85% |
Jpmorgan |
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 Diversified Bond, Lord Abbett, Aqr Diversified, Diversified Bond, and Valic Company. The investment objective of the fund is to seek current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by creating an actively managed portfolio of equity securities comprised significantly of those included in the funds primary benchmark, the Standard Poors Total Return Index and through equity-linked notes , selling call options with exposure to the SP 500.Specialization | Derivative Income, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | JPMorgan Trust IV |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Derivative Income |
| Benchmark | Dow Jones Industrial |
| Phone | 800 480 4111 |
| Currency | USD - 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 five with a total number of output elements of fifty-six. 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 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.
| Information Ratio | 0.0648 | |||
| Maximum Drawdown | 3.18 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 0.9702 |
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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