Jpmorgan Mutual Fund Financials

OGBCX
 Fund
  

USD 14.48  0.01  0.07%   

You can make use of fundamental analysis to find out if Jpmorgan Investor is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to break down fifteen available reported financial drivers for Jpmorgan Investor, which can be compared to its competitors. Use Jpmorgan Investor Balanced three year return and cash position weight to make sure your decision on pricing Jpmorgan Investor is adequate. Use Jpmorgan Investor to enhance the returns of your portfolios. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a normal upward fluctuation. Check odds of Jpmorgan Investor to be traded at $15.2 in 90 days.
  
With this module, you can analyze Jpmorgan financials for your investing period. You should be able to track the changes in Jpmorgan Investor individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past Jpmorgan Investor Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Jpmorgan Investor's financial statements are interrelated, with each one affecting the others. For example, an increase in Jpmorgan Investor's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 1
Jpmorgan Investor Balanced has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Jpmorgan Investor mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Jpmorgan Investor's official financial statements usually reflect Jpmorgan Investor's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Jpmorgan Investor. For example, before you start analyzing numbers published by Jpmorgan accountants, it's critical to develop an understanding of what Jpmorgan Investor's liquidity, profitability, and earnings quality are in the context of the JPMorgan space in which it operates.
Please note that past performance is not an indicator of the future performance of Jpmorgan Investor, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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 Investor Company Summary

Jpmorgan Investor competes with American Balanced, and American Balanced. Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 50 percent in income securities and 50 percent in equity securities. Jpmorgan Investor is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressJpmorgan Trust II
Mutual Fund FamilyJPMorgan
Mutual Fund CategoryAllocation--50% to 70% Equity
BenchmarkDOW
Phone800 480 4111
CurrencyUSD - US Dollar
You should never invest in Jpmorgan Investor without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Jpmorgan Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Jpmorgan Investor's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Jpmorgan Investor Key Financial Ratios

Generally speaking, Jpmorgan Investor's financial ratios allow both analysts and investors to convert raw data from Jpmorgan Investor's financial statements into concise, actionable information that can be used to evaluate the performance of Jpmorgan Investor over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Jpmorgan Investor reports annually and quarterly.

Jpmorgan Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Investor's current stock value. Our valuation model uses many indicators to compare Jpmorgan Investor value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Investor competition to find correlations between indicators driving Jpmorgan Investor's intrinsic value. More Info.
Jpmorgan Investor Balanced is regarded third largest fund in equity positions weight among similar funds. It is regarded third largest fund in price to book among similar funds fabricating about  0.04  of Price to Book per Equity Positions Weight. The ratio of Equity Positions Weight to Price to Book for Jpmorgan Investor Balanced is roughly  24.00 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Investor by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Investor's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Investor's earnings, one of the primary drivers of an investment's value.

Jpmorgan Investor Systematic Risk

Jpmorgan Investor's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Investor 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Jpmorgan Investor correlated with the market. If Beta is less than 0 Jpmorgan Investor generally moves in the opposite direction as compared to the market. If Jpmorgan Investor Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Investor is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Investor is generally in the same direction as the market. If Beta > 1 Jpmorgan Investor moves generally in the same direction as, but more than the movement of the benchmark.
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About Jpmorgan Investor Financials

What exactly are Jpmorgan Investor Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Jpmorgan Investor's income statement, its balance sheet, and the statement of cash flows. Potential Jpmorgan Investor investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Jpmorgan Investor investors may use each financial statement separately, they are all related. The changes in Jpmorgan Investor's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Jpmorgan Investor'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.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Jpmorgan Investor is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Jpmorgan has grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Jpmorgan Investor Balanced is regarded third largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 435.01 Billion. Jpmorgan Investor claims roughly 5.13 Billion in net asset contributing just under 2% to funds in Allocation--50% to 70% Equity category.

Jpmorgan Investor November 28, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Jpmorgan Investor help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Investor Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Investor Balanced 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 Investor's daily price indicators and compare them against related drivers.
Information Ratio(0.1)
Maximum Drawdown3.75
Value At Risk(1.18)
Potential Upside1.56
Please check Your Equity Center. Note that the Jpmorgan Investor information on this page should be used as a complementary analysis to other Jpmorgan Investor's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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Please note, there is a significant difference between Jpmorgan Investor's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Investor value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Investor'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.