Jpmorgan Equity Income Fund Quote
| OINCX Fund | USD 22.62 0.19 0.85% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Jpmorgan Equity is trading at 22.62 as of the 20th of April 2024; that is 0.85 percent increase since the beginning of the trading day. The fund's open price was 22.43. Jpmorgan Equity has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 21st of March 2024 and ending today, the 20th of April 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 stock convertible to common stock. Jpmorgan Equity is traded on NASDAQ Exchange in the United States.. More on Jpmorgan Equity Income
Moving together with Jpmorgan Mutual Fund
| 0.85 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.85 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.85 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.85 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.85 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.85 | SRJZX | Jpmorgan Smartretirement | PairCorr |
| 0.83 | SRJCX | Jpmorgan Smartretirement | PairCorr |
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 Concentration | JPMorgan Funds, Large Value Funds, Large Value, JPMorgan, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | June |
Jpmorgan Equity Income [OINCX] is traded in USA and was established 20th of April 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 now has accumulated 47.89 B in assets with no minimum investment requirementsJpmorgan Equity Me is currently producing year-to-date (YTD) return of 2.77% with the current yeild of 0.01%, while the total return for the last 3 years was 5.03%.
Check Jpmorgan Equity Probability Of Bankruptcy
Instrument Allocation
Top Jpmorgan Equity Income Mutual Fund Constituents
| MRK | Merck Company | Stock | Health Care |
| MCD | McDonalds | Stock | Consumer Discretionary |
| XOM | Exxon Mobil Corp | Stock | Energy |
| VZ | Verizon Communications | Stock | Communication Services |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
| PNC | PNC Financial Services | Stock | Financials |
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 about 45.76%. 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 0.8801. This 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, jpmorgan Equity Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Jpmorgan Equity to move above the current price in 90 days from now is about 45.76 (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 Me 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.
| Mean Deviation | 0.4444 | |||
| Semi Deviation | 0.5815 | |||
| Standard Deviation | 0.5875 | |||
| Variance | 0.3451 |
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.Did you try this?
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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 Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Equity Me 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 Your Equity Center 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 main economic indicators. Note that the Jpmorgan Equity Me 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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.