JPMORGAN Filter Stocks by Fundamentals

OGBCX
 Fund
  

USD 14.69  0.02  0.14%   

JPMORGAN INVESTOR BALANCED fundamentals help investors to digest information that contributes to JPMORGAN INVESTOR's financial success or failures. It also enables traders to predict the movement of JPMORGAN Mutual Fund. The fundamental analysis module provides a way to measure JPMORGAN INVESTOR's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to JPMORGAN INVESTOR mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

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Fund Asset Allocation for JPMORGAN INVESTOR

The fund invests 48.96% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (3.99%) , cash (6.56%) and various exotic instruments.
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JPMORGAN Fundamentals

About JPMORGAN INVESTOR Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze JPMORGAN INVESTOR BALANCED's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JPMORGAN INVESTOR using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JPMORGAN INVESTOR BALANCED based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards JPMORGAN INVESTOR in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, JPMORGAN INVESTOR's short interest history, or implied volatility extrapolated from JPMORGAN INVESTOR options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as JPMORGAN INVESTOR using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please check JPMORGAN INVESTOR Piotroski F Score and JPMORGAN INVESTOR Altman Z Score analysis. 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 Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

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.
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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.