Jpmorgan Equity Income Fund Quote

HLIEX Fund  USD 23.94  0.04  0.17%   

Performance

16 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 33

 
100  
 
Zero
Below Average
Jpmorgan Equity is trading at 23.94 as of the 19th of March 2024; that is 0.17% increase since the beginning of the trading day. The fund's open price was 23.9. Jpmorgan Equity has about a 33 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Jpmorgan Equity Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of January 2024 and ending today, the 19th of March 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred securities convertible to common stock. More on Jpmorgan Equity Income

Moving together with Jpmorgan Mutual Fund

  0.95SRJIX Jpmorgan SmartretirementPairCorr
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  0.95SRJYX Jpmorgan SmartretirementPairCorr
  0.95SRJZX Jpmorgan SmartretirementPairCorr
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Jpmorgan Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Jpmorgan Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationJPMorgan Funds, Large Value Funds, Large Value, JPMorgan, Large Value, Large Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date17th of February 2023
Fiscal Year EndJune
Jpmorgan Equity Income [HLIEX] is traded in USA and was established 19th of March 2024. Jpmorgan Equity is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Value category and is part of JPMorgan family. This fund currently has accumulated 47.89 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Equity Income is currently producing year-to-date (YTD) return of 4.52% with the current yeild of 0.02%, while the total return for the last 3 years was 7.45%.
Check Jpmorgan Equity Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Jpmorgan Equity Income Mutual Fund Constituents

MRKMerck CompanyStockHealth Care
XOMExxon Mobil CorpStockEnergy
MCDMcDonaldsStockConsumer Discretionary
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
TXNTexas Instruments IncorporatedStockInformation Technology
PNCPNC Financial ServicesStockFinancials
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Jpmorgan Equity Target Price Odds Analysis

Based on a normal probability distribution, the odds of Jpmorgan Equity jumping above the current price in 90 days from now is under 4%. The Jpmorgan Equity Income probability density function shows the probability of Jpmorgan Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Equity has a beta of 0.8602. This usually indicates Jpmorgan Equity Income market returns are sensitive to returns on the market. As the market goes up or down, Jpmorgan Equity is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Jpmorgan Equity Income is significantly underperforming NYSE Composite.
  Odds Below 23.94HorizonTargetOdds Above 23.94
96.47%90 days
 23.94 
3.42%
Based on a normal probability distribution, the odds of Jpmorgan Equity to move above the current price in 90 days from now is under 4 (This Jpmorgan Equity Income probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .

Jpmorgan Equity Income Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Jpmorgan Equity market risk premium is the additional return an investor will receive from holding Jpmorgan Equity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Jpmorgan Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Jpmorgan Equity's alpha and beta are two of the key measurements used to evaluate Jpmorgan Equity's performance over the market, the standard measures of volatility play an important role as well.

Jpmorgan Equity Against Markets

Picking the right benchmark for Jpmorgan Equity mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Jpmorgan Equity mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Jpmorgan Equity is critical whether you are bullish or bearish towards Jpmorgan Equity Income at a given time. Please also check how Jpmorgan Equity's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Jpmorgan Equity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Jpmorgan Mutual Fund?

Before investing in Jpmorgan Equity, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Jpmorgan Equity. To buy Jpmorgan Equity fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Jpmorgan Equity. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Jpmorgan Equity fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Jpmorgan Equity Income fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Jpmorgan Equity Income fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Jpmorgan Equity Income, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Jpmorgan Equity Income?

The danger of trading Jpmorgan Equity Income is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Jpmorgan Equity is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Jpmorgan Equity. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Equity Income is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Equity Income. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in income.
Note that the Jpmorgan Equity Income information on this page should be used as a complementary analysis to other Jpmorgan Equity'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 the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

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