Jpmorgan Mutual Fund Buy Hold or Sell Recommendation

OMGCX
 Fund
  

USD 23.38  0.33  1.43%   

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

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Jpmorgan MidBuy Jpmorgan Mid
Strong 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 Mid Cap has a Risk Adjusted Performance of 0.1081, Jensen Alpha of 0.0512, Total Risk Alpha of 0.0307, Sortino Ratio of 0.0396 and Treynor Ratio of 0.1166
Our trade recommendations module complements current analysts and expert consensus on Jpmorgan Mid Cap. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please utilize Jpmorgan Mid Cap three year return and equity positions weight to make buy, hold, or sell decision on Jpmorgan Mid.

Jpmorgan Mid Trading Alerts and Improvement Suggestions

Jpmorgan Mid Cap is unlikely to experience financial distress in the next 2 years
The fund maintains 96.28% of its assets in stocks

Jpmorgan Mid Returns Distribution Density

The distribution of Jpmorgan Mid's historical returns is an attempt to chart the uncertainty of Jpmorgan Mid's future price movements. The chart of the probability distribution of Jpmorgan Mid stock daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Mid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Mid returns is essential to provide solid investment advice for Jpmorgan Mid.
Mean Return0.17Value At Risk-3.24
Potential Upside3.22Standard Deviation2.02
   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 Mid 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 Mid 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 Mid 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 Mid'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
0.05
β
Beta against DOW1.37
σ
Overall volatility
1.97
Ir
Information ratio 0.04

Jpmorgan Mid Volatility Alert

Jpmorgan Mid Cap currently demonstrates below-average downside deviation. It has Information Ratio of 0.04 and Jensen Alpha of 0.05. However, we advise investors to further question Jpmorgan Mid Cap expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jpmorgan Mid'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 Mid'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 Mid Fundamentals Vs Peers

Comparing Jpmorgan Mid'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 Mid's direct or indirect competition across all of the common fundamentals between Jpmorgan Mid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Mid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Mid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Mid by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Mid to competition
FundamentalsJpmorgan MidPeer Average
Price to Earning22.25 X6.53 X
Price to Book3.80 X0.74 X
Price to Sales1.97 X0.61 X
One Year Return24.58 %4.15 %
Three Year Return16.75 %3.60 %
Five Year Return10.78 %3.24 %
Ten Year Return14.04 %1.79 %
Net Asset6.98 B4.11 B
Cash Position Weight3.73 %10.61 %
Equity Positions Weight96.28 %63.90 %

About Jpmorgan Mid Buy or Sell Advice

When is the right time to buy or sell Jpmorgan Mid 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 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 Mid 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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Top Penny
Top Penny Theme
Solid stocks, funds or ETFs with above average market capitalization and strong fundamental indicators based on Macroaxis rating system. The Top Penny theme has 17 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 Top Penny Theme or any other thematic opportunities.
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Please check Jpmorgan Mid 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 Mid Cap information on this page should be used as a complementary analysis to other Jpmorgan Mid'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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

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When running Jpmorgan Mid Cap price analysis, check to measure Jpmorgan Mid'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 Mid is operating at the current time. Most of Jpmorgan Mid's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Mid's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Mid's price. Additionally, you may evaluate how the addition of Jpmorgan Mid to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Jpmorgan Mid's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Mid value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Mid'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.