Jpmorgan Income Annual Yield vs. Equity Positions Weight

JNBCX Fund  USD 10.00  0.01  0.1%   
Based on the measurements of profitability obtained from Jpmorgan Income's financial statements, Jpmorgan Income Builder may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Jpmorgan Income's ability to earn profits and add value for shareholders.
For Jpmorgan Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan Income Builder utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan Income Builder over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Jpmorgan Income's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Jpmorgan Income Builder Equity Positions Weight vs. Annual Yield Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Income's current stock value. Our valuation model uses many indicators to compare Jpmorgan Income value to that of its competitors to determine the firm's financial worth.
Jpmorgan Income Builder is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in equity positions weight among similar funds making about  964.43  of Equity Positions Weight 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 Income's earnings, one of the primary drivers of an investment's value.

Jpmorgan Equity Positions Weight vs. Annual Yield

Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Jpmorgan Income

Yield

 = 

Income from Security

Current Share Price

 = 
0.05 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Jpmorgan Income

Stock Percentage

 = 

% of Equities

in the fund

 = 
47.45 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Jpmorgan Equity Positions Weight Comparison

Jpmorgan Income is currently under evaluation in equity positions weight among similar funds.

Jpmorgan Income Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Jpmorgan Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jpmorgan Income will eventually generate negative long term returns. The profitability progress is the general direction of Jpmorgan Income's change in net profit over the period of time. It can combine multiple indicators of Jpmorgan Income, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund has significant flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. There is no limit on the number of countries in which the fund may invest, and the fund may focus its investments in a single country or a small group of countries. It may invest up to 100 percent of its total assets in debt securities and other types of investments that are below investment grade.

Jpmorgan Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Jpmorgan Income. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Jpmorgan Income position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Jpmorgan Income's important profitability drivers and their relationship over time.

Use Jpmorgan Income in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jpmorgan Income position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jpmorgan Income will appreciate offsetting losses from the drop in the long position's value.

Jpmorgan Income Pair Trading

Jpmorgan Income Builder Pair Trading Analysis

The ability to find closely correlated positions to Jpmorgan Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jpmorgan Income when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Jpmorgan Income - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Jpmorgan Income Builder to buy it.
The correlation of Jpmorgan Income is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Jpmorgan Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jpmorgan Income Builder moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Jpmorgan Income can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Jpmorgan Income position

In addition to having Jpmorgan Income in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Disruptive Technologies Thematic Idea Now

Disruptive Technologies
Disruptive Technologies Theme
New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 64 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Disruptive Technologies Theme or any other thematic opportunities.
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Other Information on Investing in Jpmorgan Mutual Fund

To fully project Jpmorgan Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jpmorgan Income Builder at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Jpmorgan Income's income statement, its balance sheet, and the statement of cash flows.
Potential Jpmorgan Income investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Jpmorgan Income investors may work on each financial statement separately, they are all related. The changes in Jpmorgan Income's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Jpmorgan Income's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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