Jpmorgan Mutual Fund Buy Hold or Sell Recommendation

OGBCX
 Fund
  

USD 14.48  0.01  0.07%   

Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Jpmorgan Investor Balanced is 'Hold'. Macroaxis provides Jpmorgan Investor buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OGBCX positions. The advice algorithm takes into account all of Jpmorgan Investor's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Jpmorgan Investor's buy-and-hold perspective. Please check Jpmorgan Investor 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 Investor Balanced.

Execute Jpmorgan Investor 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 Investor Balanced. Macroaxis does not own or have any residual interests in Jpmorgan Investor Balanced or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jpmorgan Investor's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Jpmorgan InvestorBuy Jpmorgan Investor
Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Jpmorgan Investor Balanced has a Risk Adjusted Performance of (0.035818), Jensen Alpha of (0.07), Total Risk Alpha of (0.07) and Treynor Ratio of (0.049539)
Our advice tool can cross-verify current analyst consensus on Jpmorgan Investor and to analyze the fund potential to grow in the current economic cycle. Use Jpmorgan Investor three year return and cash position weight to ensure your buy or sell decision on Jpmorgan Investor is adequate.

Jpmorgan Investor Trading Alerts and Improvement Suggestions

Jpmorgan Investor generated a negative expected return over the last 90 days
Jpmorgan Investor is unlikely to experience financial distress in the next 2 years
On 3rd of October 2022 Jpmorgan Investor paid $ 0.0346 per share dividend to its current shareholders
The fund maintains about 6.56% of its assets in cash

Jpmorgan Investor Returns Distribution Density

The distribution of Jpmorgan Investor's historical returns is an attempt to chart the uncertainty of Jpmorgan Investor's future price movements. The chart of the probability distribution of Jpmorgan Investor stock daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Investor Balanced price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Investor returns is essential to provide solid investment advice for Jpmorgan Investor.
Mean Return-0.02Value At Risk-1.18
Potential Upside1.56Standard Deviation0.92
   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 Investor 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 Investor 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 Investor 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 Investor's price will be affected by overall mutual fund 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 fund'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
-0.07
β
Beta against DOW0.60
σ
Overall volatility
0.90
Ir
Information ratio -0.1

Jpmorgan Investor Volatility Alert

Jpmorgan Investor Balanced exhibits very low volatility with skewness of 0.7 and kurtosis of 1.52. However, we advise investors to further study Jpmorgan Investor Balanced technical indicators to ensure that 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 Investor's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Jpmorgan Investor'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 Investor Fundamentals Vs Peers

Comparing Jpmorgan Investor'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 Investor's direct or indirect competition across all of the common fundamentals between Jpmorgan Investor and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Investor or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Investor's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Investor by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Investor to competition
FundamentalsJpmorgan InvestorPeer Average
Price to Earning16.69 X6.53 X
Price to Book2.04 X0.74 X
Price to Sales1.25 X0.61 X
One Year Return5.97 %4.15 %
Three Year Return4.29 %3.60 %
Five Year Return4.08 %3.24 %
Ten Year Return6.11 %1.79 %
Net Asset5.13 B4.11 B
Last Dividend Paid0.010.65
Cash Position Weight6.56 %10.61 %
Equity Positions Weight48.96 %63.90 %
Bond Positions Weight3.99 %11.24 %

About Jpmorgan Investor Buy or Sell Advice

When is the right time to buy or sell Jpmorgan Investor Balanced? 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 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. 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 Investor 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.

Did You Try This Idea?

Run Healthcare Thematic Idea Now

Healthcare
Healthcare Theme
Companies that provide healthcare goods and services including hospitals, health maintenance organizations, HMOs, or medical aid manufacturers. The Healthcare theme has 20 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 Healthcare Theme or any other thematic opportunities.
View All  Next Launch
Please check Jpmorgan Investor 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 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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

Complementary Tools for Jpmorgan Mutual Fund analysis

When running Jpmorgan Investor price analysis, check to measure Jpmorgan Investor'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 Jpmorgan Investor is operating at the current time. Most of Jpmorgan Investor's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Investor's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Investor's price. Additionally, you may evaluate how the addition of Jpmorgan Investor to your portfolios can decrease your overall portfolio volatility.
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
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.