Jpmorgan Mutual Fund Buy Hold or Sell Recommendation

OLVAX
 Fund
  

USD 18.70  0.12  0.64%   

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

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Jpmorgan LargeBuy Jpmorgan Large
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Jpmorgan Large Cap has a Risk Adjusted Performance of (0.08), Jensen Alpha of (0.09), Total Risk Alpha of (0.08) and Treynor Ratio of (1.51)
Our advice tool can cross-verify current analyst consensus on Jpmorgan Large and to analyze the fund potential to grow in the current economic cycle. Use Jpmorgan Large three year return and equity positions weight to ensure your buy or sell decision on Jpmorgan Large Cap is adequate.

Jpmorgan Large Trading Alerts and Improvement Suggestions

On 29th of June 2022 Jpmorgan Large paid $ 0.0507 per share dividend to its current shareholders
The fund generated three year return of 0.0%
Jpmorgan Large Cap maintains 97.08% of its assets in stocks

Jpmorgan Large Returns Distribution Density

The distribution of Jpmorgan Large's historical returns is an attempt to chart the future uncertainty of Jpmorgan Large's future price movements. The chart of the probability distribution of Jpmorgan Large stock daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Large Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Large returns is essential to provide solid investment advice for Jpmorgan Large stock.
Mean Return-0.08Value At Risk-3.1
Potential Upside2.10Standard Deviation1.34
   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 Large 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 Large 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 Large 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 Large 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
-0.09
β
Beta against DOW0.06
σ
Overall volatility
1.28
Ir
Information ratio -0.06

Jpmorgan Large Volatility Alert

Jpmorgan Large Cap exhibits very low volatility with skewness of -0.51 and kurtosis of 0.96. However, we advise investors to further study Jpmorgan Large Cap 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 Large'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 Large'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 Large Implied Volatility

Jpmorgan Large's implied volatility" href="/stock-options/OLVAX/Jpmorgan-Large-Cap">Jpmorgan Large's implied volatility exposes the market's sentiment of Jpmorgan Large Cap stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Jpmorgan Large's implied volatility" href="/stock-options/OLVAX/Jpmorgan-Large-Cap">Jpmorgan Large'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 Large stock will not fluctuate a lot when Jpmorgan Large's options" href="/stock-options/OLVAX/Jpmorgan-Large-Cap">Jpmorgan Large's options are near their expiration.

Jpmorgan Large Fundamentals Vs Peers

Comparing Jpmorgan Large'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 Large's direct or indirect competition across all of the common fundamentals between Jpmorgan Large and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Large or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Large's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Large by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Large to competition
FundamentalsJpmorgan LargePeer Average
Price to Earning13.32 X6.53 X
Price to Book1.63 X0.74 X
Price to Sales1.25 X0.61 X
One Year Return(4.42) %4.15 %
Three Year Return(0.25) %3.60 %
Five Year Return3.63 %3.24 %
Ten Year Return9.08 %1.79 %
Net Asset4.34 B4.11 B
Last Dividend Paid0.010.65
Cash Position Weight2.92 %10.61 %
Equity Positions Weight97.08 %63.90 %

About Jpmorgan Large Buy or Sell Advice

When is the right time to buy or sell Jpmorgan Large Cap? 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 Large 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 Large 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 Beer and Liquor Thematic Idea Now

Beer and Liquor
Beer and Liquor Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Beer and Liquor theme has 29 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 Beer and Liquor Theme or any other thematic opportunities.
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Please check Jpmorgan Large 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 Large Cap information on this page should be used as a complementary analysis to other Jpmorgan Large'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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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