Jpmorgan Mutual Fund Buy Hold or Sell Recommendation

OBOCX
 Fund
  

USD 10.74  0.07  0.66%   

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Jpmorgan Core Bond is 'Hold'. Macroaxis provides Jpmorgan Core buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OBOCX positions. The advice algorithm takes into account all of Jpmorgan Core's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Jpmorgan Core's buy-and-hold perspective. Please check Jpmorgan Core Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Jpmorgan and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Jpmorgan Core Bond.

Execute Jpmorgan Core Buy or Sell Advice

The Jpmorgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Jpmorgan Core Bond. Macroaxis does not own or have any residual interests in Jpmorgan Core Bond or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jpmorgan Core's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Jpmorgan CoreBuy Jpmorgan Core
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Jpmorgan Core Bond has a Risk Adjusted Performance of (0.22), Jensen Alpha of (0.06), Total Risk Alpha of (0.009743) and Treynor Ratio of (1.33)
Our advice tool can cross-verify current analyst consensus on Jpmorgan Core and to analyze the fund potential to grow in the current economic cycle. Please utilize Jpmorgan Core Bond number of employees, ten year return, as well as the relationship between the Ten Year Return and bond positions weight to make buy, hold, or sell decision on Jpmorgan Core.

Jpmorgan Core Trading Alerts and Improvement Suggestions

Jpmorgan Core Bond generated a negative expected return over the last 90 days
Jpmorgan Core Bond is unlikely to experience financial distress in the next 2 years
The fund maintains about 5.51% of its assets in cash

Jpmorgan Core Returns Distribution Density

The distribution of Jpmorgan Core's historical returns is an attempt to chart the future uncertainty of Jpmorgan Core's future price movements. The chart of the probability distribution of Jpmorgan Core stock daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Core Bond price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Core returns is essential to provide solid investment advice for Jpmorgan Core stock.
Mean Return-0.06Value At Risk-0.72
Potential Upside0.55Standard Deviation0.43
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Jpmorgan Core historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Jpmorgan Core Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Jpmorgan Core or JPMorgan sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Jpmorgan Core stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Jpmorgan stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.06
β
Beta against DOW0.05
σ
Overall volatility
0.43
Ir
Information ratio 0.29

Jpmorgan Core Volatility Alert

Jpmorgan Core Bond exhibits very low volatility with skewness of -0.11 and kurtosis of 0.18. However, we advise investors to further study Jpmorgan Core Bond technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jpmorgan Core's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Jpmorgan Core's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Jpmorgan Core Implied Volatility

Jpmorgan Core's implied volatility exposes the market's sentiment of Jpmorgan Core Bond stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Jpmorgan Core's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Jpmorgan Core stock will not fluctuate a lot when Jpmorgan Core's options are near their expiration.

Jpmorgan Core Fundamentals Vs Peers

Comparing Jpmorgan Core's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Jpmorgan Core's direct or indirect competition across all of the common fundamentals between Jpmorgan Core and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Core or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Core's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Core by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Core to competition
FundamentalsJpmorgan CorePeer Average
One Year Return7.29 %4.15 %
Three Year Return3.90 %3.60 %
Five Year Return2.88 %3.24 %
Ten Year Return3.02 %1.79 %
Net Asset34.91 B4.11 B
Last Dividend Paid0.010.65
Cash Position Weight5.51 %10.61 %
Equity Positions Weight0.82 %63.90 %
Bond Positions Weight7.23 %11.24 %

Jpmorgan Core Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Jpmorgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power9223.4 B
Rate Of Daily Change1.01
Day Median Price10.74
Day Typical Price10.74
Price Action Indicator0.035

About Jpmorgan Core Buy or Sell Advice

When is the right time to buy or sell Jpmorgan Core Bond? Buying financial instruments such as Jpmorgan Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Jpmorgan Core investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Jpmorgan Core 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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Machinery
Machinery Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 constituents.
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 Machinery Theme or any other thematic opportunities.
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Please check Jpmorgan Core Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Jpmorgan Core Bond information on this page should be used as a complementary analysis to other Jpmorgan Core'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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

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