JP Nasdaq Etf Profile

JEPQ
 Etf
  

USD 42.76  0.60  1.38%   

Market Performance
0 of 100
Odds Of Distress
Less than 26
JP Nasdaq is selling at 42.76 as of the 25th of September 2022; that is -1.38% down since the beginning of the trading day. The etf's last reported lowest price was 42.26. JP Nasdaq has about a 26 % 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. Equity ratings for JP Nasdaq Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of October 2020 and ending today, the 25th of September 2022. Click here to learn more.
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 Nasdaq-100 Index , and through equity-linked notes , selling call options with exposure to the Benchmark. More on JP Nasdaq Equity

Moving together with JP Nasdaq

+0.79HPQHp Inc Fiscal Year End 22nd of November 2022 PairCorr

JP Nasdaq Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. JP Nasdaq's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding JP Nasdaq or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
JP Nasdaq Equity generated a negative expected return over the last 90 days
On 7th of September 2022 JP Nasdaq paid $ 0.5463 per share dividend to its current shareholders
The fund retains 83.8% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of JP Nasdaq's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
IssuerJPMorgan
Inception Date2022-05-03
Entity TypeRegulated Investment Company
Asset Under Management411.2 Million
Asset TypeEquity
CategoryStrategy
FocusBuywrite
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJ.P. Morgan Investment Management Inc.
AdvisorJ.P. Morgan Investment Management Inc.
CustodianJPMorgan Chase Bank
DistributorJPMorgan Distribution Services, Inc.
Portfolio ManagerHamilton Reiner, Eric Moreau, Andrew Stern
Transfer AgentJPMorgan Chase Bank
Fiscal Year End31-Oct
ExchangeNASDAQ
Number of Constituents105
Market MakerJane Street
Total Expense0.35
Management Fee0.35
Nav Price48.96
Two Hundred Day Average47.27
Average Daily Volume In Three Month277.76k
Fifty Two Week Low42.26
As Of Date22nd of July 2022
Average Daily Volume Last 10 Day360.33k
Fifty Two Week High51.18
One Month6.12%
Fifty Day Average47.41
JP Nasdaq Equity [JEPQ] is traded in USA and was established 2022-05-03. The fund is listed under Large Growth category and is part of JPMorgan family. JP Nasdaq Equity currently have 101.18 M in assets under management (AUM).
Check JP Nasdaq Probability Of Bankruptcy

Geographic 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 JP Nasdaq Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JP Nasdaq Etf, 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 JP Nasdaq Equity Etf, 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.

JP Nasdaq Target Price Odds Analysis

Contingent on a normal probability distribution, the odds of JP Nasdaq jumping above the current price in 90 days from now is close to 99%. The JP Nasdaq Equity probability density function shows the probability of JP Nasdaq etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days JP Nasdaq has a beta of 0.9696. This indicates JP Nasdaq Equity market returns are highly reactive to returns on the market. As the market goes up or down, JP Nasdaq is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. JP Nasdaq Equity is significantly underperforming DOW.
  Odds Below 42.76HorizonTargetOdds Above 42.76
0.69%90 days
 42.76 
99.30%
Based on a normal probability distribution, the odds of JP Nasdaq to move above the current price in 90 days from now is close to 99 (This JP Nasdaq Equity probability density function shows the probability of JP Nasdaq Etf to fall within a particular range of prices over 90 days) .

JP Nasdaq Major Institutional Holders

Institutional Holdings refers to the ownership stake in JP Nasdaq that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of JP Nasdaq's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing JP Nasdaq's value.
InstituionSecurity TypeTotal SharesValue
Jpmorgan Chase CoFund Units500 K22.9 M
View JP Nasdaq Diagnostics

JP Nasdaq Equity Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. JP Nasdaq market risk premium is the additional return an investor will receive from holding JP Nasdaq long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JP Nasdaq. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although JP Nasdaq's alpha and beta are two of the key measurements used to evaluate JP Nasdaq's performance over the market, the standard measures of volatility play an important role as well.

JP Nasdaq Equity Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. JP Nasdaq Price Ceiling Movement function is a real number to the largest previous price integer.
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JP Nasdaq Against Markets

Picking the right benchmark for JP Nasdaq etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in JP Nasdaq etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for JP Nasdaq is critical whether you are bullish or bearish towards JP Nasdaq Equity at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in JP Nasdaq without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in JP Nasdaq Equity?

The danger of trading JP Nasdaq Equity is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of JP Nasdaq is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than JP Nasdaq. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile JP Nasdaq Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please see Risk vs Return Analysis. You can also try Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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When running JP Nasdaq Equity price analysis, check to measure JP Nasdaq's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JP Nasdaq is operating at the current time. Most of JP Nasdaq's value examination focuses on studying past and present price action to predict the probability of JP Nasdaq's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JP Nasdaq's price. Additionally, you may evaluate how the addition of JP Nasdaq to your portfolios can decrease your overall portfolio volatility.
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The market value of JP Nasdaq Equity is measured differently than its book value, which is the value of JP Nasdaq that is recorded on the company's balance sheet. Investors also form their own opinion of JP Nasdaq's value that differs from its market value or its book value, called intrinsic value, which is JP Nasdaq's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JP Nasdaq's market value can be influenced by many factors that don't directly affect JP Nasdaq's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JP Nasdaq's value and its price as these two are different measures arrived at by different means. Investors typically determine JP Nasdaq value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JP Nasdaq'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.