Jpmorgan Value Advantage Fund Quote

JVAYX Fund  USD 37.75  0.20  0.53%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Jpmorgan Value is trading at 37.75 as of the 23rd of March 2025; that is 0.53% down since the beginning of the trading day. The fund's open price was 37.95. Jpmorgan Value 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 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
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. More on Jpmorgan Value Advantage

Moving together with Jpmorgan Mutual Fund

  0.84VVIAX Vanguard Value IndexPairCorr
  0.79DOXGX Dodge Cox StockPairCorr
  0.68AFMFX American MutualPairCorr
  0.68FFMMX American Funds AmericanPairCorr
  0.68FFFMX American Funds AmericanPairCorr
  0.68AMRMX American MutualPairCorr

Moving against Jpmorgan Mutual Fund

  0.6UIPIX Ultrashort Mid CapPairCorr
  0.57USPSX Profunds UltrashortPairCorr
  0.56USPIX Profunds UltrashortPairCorr
  0.44TDKTX Cleartrack 2015 ClassPairCorr
  0.44TCTJX Transamerica CleartrackPairCorr
  0.43TCTGX Transamerica CleartrackPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationLarge Value, JPMorgan (View all Sectors)
Update Date31st of March 2025
Jpmorgan Value Advantage [JVAYX] is traded in USA and was established 23rd of March 2025. The fund is listed under Large Value category and is part of JPMorgan family. This fund currently has accumulated 11.73 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Value Advantage is currently producing year-to-date (YTD) return of 0.64% with the current yeild of 0.02%, while the total return for the last 3 years was 6.75%.
Check Jpmorgan Value Probability Of Bankruptcy

Instrument Allocation

Top Jpmorgan Value Advantage Mutual Fund Constituents

AIGAmerican International GroupStockFinancials
MRKMerck CompanyStockHealth Care
TROWT Rowe PriceStockFinancials
AZOAutoZoneStockConsumer Discretionary
JNJJohnson JohnsonStockHealth Care
XOMExxon Mobil CorpStockEnergy
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
More Details

Jpmorgan Value Top Holders

JSACXJpmorgan Smartretirement 2045Mutual FundTarget-Date 2045
JTSSXJpmorgan Smartretirement 2050Mutual FundTarget-Date 2050
SRJCXJpmorgan Smartretirement 2035Mutual FundTarget-Date 2035
JFTUXJpmorgan Investor GrowthMutual FundAllocation--85%+ Equity
SRJQXJpmorgan Smartretirement 2035Mutual FundTarget-Date 2035
ONECXJpmorgan Investor GrowthMutual FundAllocation--50% to 70% Equity
OIBFXJpmorgan Investor BalancedMutual FundAllocation--50% to 70% Equity
JTSIXJpmorgan Smartretirement 2050Mutual FundTarget-Date 2050
More Details

Jpmorgan Value Advantage Risk Profiles

Jpmorgan Value Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Value 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 Value security.
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.