Jpmorgan Small Cap Fund Quote

JSVPX Fund  USD 23.08  0.13  0.56%   

Performance

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Odds Of Distress

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Jpmorgan Small is trading at 23.08 as of the 19th of March 2025; that is 0.56% down since the beginning of the trading day. The fund's open price was 23.21. Jpmorgan Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its assets in equity securities of small cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Value Index at the time of purchase. More on Jpmorgan Small Cap

Moving together with Jpmorgan Mutual Fund

  0.66SRJIX Jpmorgan SmartretirementPairCorr
  0.67SRJQX Jpmorgan SmartretirementPairCorr
  0.68SRJPX Jpmorgan SmartretirementPairCorr
  0.67SRJSX Jpmorgan SmartretirementPairCorr
  0.66SRJYX Jpmorgan SmartretirementPairCorr
  0.69SRJZX Jpmorgan SmartretirementPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Funds, Small Value Funds, Small Value, JPMorgan (View all Sectors)
Update Date31st of March 2025
Fiscal Year EndJune
Jpmorgan Small Cap [JSVPX] is traded in USA and was established 19th of March 2025. Jpmorgan Small is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Small Value category and is part of JPMorgan family. This fund currently has accumulated 1.71 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Small Cap is currently producing year-to-date (YTD) return of 2.8% with the current yeild of 0.01%, while the total return for the last 3 years was 1.6%.
Check Jpmorgan Small Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Jpmorgan Small Cap Mutual Fund Constituents

EMEEMCOR GroupStockIndustrials
UBSIUnited BanksharesStockFinancials
VACMarriot Vacations WorldwideStockConsumer Discretionary
ABMABM Industries IncorporatedStockIndustrials
PORPortland General ElectricStockUtilities
AATAmerican Assets TrustStockReal Estate
SHOSunstone Hotel InvestorsStockReal Estate
EATBrinker InternationalStockConsumer Discretionary
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Jpmorgan Small Cap Risk Profiles

Jpmorgan Small Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Small 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 Small security.
Portfolio Holdings
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Performance Analysis
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