Jpmorgan California Competition

JPICX Fund

USD 10.09 0.02 0.20%

Jpmorgan California Tax competes with Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, and Jpmorgan Smartretirement; as well as few others. The fund is listed under Muni California Intermediate category and is part of JPMorgan family. Analyzing Jpmorgan California competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Jpmorgan California to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Jpmorgan California Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Jpmorgan California competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Jpmorgan California's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
9.90	10.09	10.28

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Intrinsic

Valuation

Low	Real	High
9.64	9.83	11.10

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Naive

Forecast

Low	Next	High
9.89	10.08	10.26

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
10.02	10.06	10.10

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Jpmorgan California Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Jpmorgan California and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Jpmorgan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Jpmorgan California Tax does not affect the price movement of the other competitor.

	SRJIX	SRJQX	SRJPX	SRJSX	SRJYX	SRJZX	SRJCX	SRJAX	OSGCX	OSGIX
SRJIX		1.0	1.0	1.0	1.0	1.0	0.89	1.0	0.65	0.73	SRJIX
SRJQX	1.0		1.0	1.0	1.0	1.0	0.89	1.0	0.65	0.72	SRJQX
SRJPX	1.0	1.0		1.0	1.0	1.0	0.89	1.0	0.64	0.72	SRJPX
SRJSX	1.0	1.0	1.0		1.0	1.0	0.89	1.0	0.65	0.72	SRJSX
SRJYX	1.0	1.0	1.0	1.0		1.0	0.89	1.0	0.66	0.73	SRJYX
SRJZX	1.0	1.0	1.0	1.0	1.0		0.89	1.0	0.63	0.71	SRJZX
SRJCX	0.89	0.89	0.89	0.89	0.89	0.89		0.89	0.66	0.64	SRJCX
SRJAX	1.0	1.0	1.0	1.0	1.0	1.0	0.89		0.64	0.71	SRJAX
OSGCX	0.65	0.65	0.64	0.65	0.66	0.63	0.66	0.64		0.93	OSGCX
OSGIX	0.73	0.72	0.72	0.72	0.73	0.71	0.64	0.71	0.93		OSGIX
	SRJIX	SRJQX	SRJPX	SRJSX	SRJYX	SRJZX	SRJCX	SRJAX	OSGCX	OSGIX

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Risk-Adjusted Indicators

There is a big difference between Jpmorgan Mutual Fund performing well and Jpmorgan California Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Jpmorgan California's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SRJIX	0.39	(0.03)	(0.16)	0.08	0.44	(0.41)	0.86	(0.80)	2.35
SRJQX	0.39	(0.03)	(0.16)	0.07	0.44	(0.41)	0.90	(0.80)	2.40
SRJPX	0.39	(0.03)	(0.16)	0.07	0.48	(0.40)	0.87	(0.81)	2.39
SRJSX	0.39	(0.03)	(0.17)	0.07	0.45	(0.40)	0.86	(0.80)	2.35
SRJYX	0.39	(0.03)	(0.16)	0.08	0.45	(0.42)	0.86	(0.80)	2.39
SRJZX	0.38	(0.03)	(0.17)	0.07	0.47	(0.41)	0.87	(0.77)	2.44
SRJCX	0.39	0.02	(0.19)	4.12	0.48	(0.42)	0.88	(0.82)	2.42
SRJAX	0.39	(0.03)	(0.17)	0.07	0.47	(0.41)	0.86	(0.81)	2.38
OSGCX	0.90	0.11	0.01	0.76	1.05	(0.97)	1.96	(1.81)	6.63
OSGIX	0.73	0.08	0.09	0.20	0.74	(0.80)	1.58	(1.74)	5.03

Unable to evaluate fundamental data of [SRJIX, SRJQX, SRJPX, SRJSX, SRJYX, SRJZX, SRJCX, SRJAX, OSGCX, OSGIX] at this time. Please try again later

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Jpmorgan California Competitive Analysis

The better you understand Jpmorgan California competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Jpmorgan California's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Jpmorgan California's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	JPICX	SRJIX	SRJQX	SRJPX	SRJSX	SRJYX	SRJZX	SRJCX	SRJAX	OSGCX
	0.20 10.09 Jpmorgan	0.56 21.37 Jpmorgan	0.57 21.34 Jpmorgan	0.53 20.97 Jpmorgan	0.52 21.32 Jpmorgan	0.56 21.39 Jpmorgan	0.53 20.94 Jpmorgan	0.53 20.72 Jpmorgan	0.52 21.12 Jpmorgan	0.36 11.04 Jpmorgan
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Insignificant	OK	OK	OK	OK	OK	OK	OK	OK	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Sell	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Hold
Net Asset	279.15 M	6.65 B	6.65 B	6.65 B	3.89 B	6.65 B	6.65 B	3.89 B	3.89 B	4.03 B
Minimum Initial Investment	1000 K	N/A	N/A	N/A	N/A	N/A	N/A	N/A	500	N/A
Price To Book	N/A	2.0	N/A	N/A	2.0	N/A	2.0	1.97	2.0	3.19
Five Year Return	0.8	8.36	8.2	7.93	8.2	8.48	7.64	7.38	8.02	6.82
One Year Return	4.89	20.4	20.22	19.92	20.24	20.56	20.24	19.9	19.98	35.54
Last Dividend Paid	0.01	0.06	0.04	0.04	0.05	0.07	0.02	0.01	0.04	N/A
Price To Earning	N/A	17.2	N/A	N/A	17.2	N/A	17.2	16.97	17.2	24.7
Price To Sales	N/A	1.49	N/A	N/A	1.49	N/A	1.49	1.47	1.49	1.39
Cash Position Weight	5.6	6.44	6.44	6.44	6.44	6.44	6.44	6.44	4.28	0.83
Equity Positions Weight	N/A	71.64	71.64	71.64	71.64	71.64	71.64	71.64	70.01	99.17
Three Year Return	0.0326	3.76	3.61	3.35	3.61	3.88	3.31	3.05	3.43	-3.61
Annual Yield	0.0035	0.0207	0.0176	0.0172	0.0193	0.0216	0.0153	0.0125	0.0178	N/A
Year To Date Return	1.73	14.05	13.88	13.66	13.89	14.15	14.08	13.81	13.67	21.27
Bond Positions Weight	94.4	2.07	2.07	2.07	2.07	2.07	2.07	2.07	25.1	N/A
Ten Year Return	3.39	8.67	8.61	8.33	8.52	8.71	8.07	7.7	8.39	14.34
Day Typical Price	10.09	21.37	21.34	20.97	21.32	21.39	20.94	20.72	21.12	11.04
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.02	0.12	0.12	0.11	0.11	0.12	0.11	0.11	0.11	0.04
Rate Of Daily Change	1.0	1.01	1.01	1.01	1.01	1.01	1.01	1.01	1.01	1.0
Day Median Price	10.09	21.37	21.34	20.97	21.32	21.39	20.94	20.72	21.12	11.04
Price Action Indicator	0.01	0.06	0.06	0.055	0.055	0.06	0.055	0.055	0.055	0.02
Relative Strength Index	51.74	66.1	66.02	65.78	66.46	65.79	65.61	65.37	66.37	80.74
Coefficient Of Variation	2000.2	1044.89	1063.43	1069.54	1048.77	1035.82	1096.6	1655.69	1078.3	832.28
Mean Deviation	0.1081	0.388	0.3877	0.3856	0.3865	0.3913	0.3846	0.3922	0.3858	0.8955
Jensen Alpha	0.0067	(0.03)	(0.03)	(0.03)	(0.03)	(0.03)	(0.03)	0.0203	(0.03)	0.113
Total Risk Alpha	(0.03)	(0.05)	(0.05)	(0.05)	(0.05)	(0.05)	(0.05)	(0.06)	(0.05)	(0.07)
Sortino Ratio	(0.40)	(0.16)	(0.16)	(0.16)	(0.17)	(0.16)	(0.17)	(0.19)	(0.17)	0.0066
Downside Variance	0.1023	0.2993	0.2976	0.2992	0.2841	0.318	0.2935	0.2993	0.2974	1.51
Standard Deviation	0.1841	0.5102	0.5123	0.508	0.5053	0.513	0.5051	0.5132	0.5086	1.21
Kurtosis	7.51	0.4723	0.4503	0.5311	0.3829	0.4556	0.4632	0.4311	0.4859	2.2
Potential Upside	0.1994	0.8559	0.9005	0.8679	0.8576	0.8555	0.8687	0.878	0.8617	1.96
Treynor Ratio	0.0136	0.0752	0.0738	0.0731	0.0738	0.0752	0.0703	4.12	0.0718	0.7639
Maximum Drawdown	1.1	2.35	2.4	2.39	2.35	2.39	2.44	2.42	2.38	6.63
Variance	0.0339	0.2603	0.2624	0.2581	0.2553	0.2632	0.2551	0.2634	0.2587	1.47
Market Risk Adjusted Performance	0.0236	0.0852	0.0838	0.0831	0.0838	0.0852	0.0803	4.13	0.0818	0.7739
Risk Adjusted Performance	0.0067	0.0682	0.067	0.0664	0.0678	0.0689	0.0646	0.0413	0.0659	0.0955
Skewness	(1.38)	(0.35)	(0.28)	(0.35)	(0.34)	(0.39)	(0.31)	(0.25)	(0.33)	0.323
Semi Deviation	0.1516	0.4413	0.4406	0.479	0.4462	0.4469	0.4653	0.4795	0.4678	1.05
Information Ratio	(0.70)	(0.17)	(0.17)	(0.18)	(0.18)	(0.17)	(0.18)	(0.21)	(0.18)	0.0066
Value At Risk	(0.30)	(0.80)	(0.80)	(0.81)	(0.80)	(0.80)	(0.77)	(0.82)	(0.81)	(1.81)
Expected Short fall	(0.16)	(0.41)	(0.41)	(0.40)	(0.40)	(0.42)	(0.41)	(0.42)	(0.41)	(0.97)
Downside Deviation	0.3198	0.5471	0.5456	0.547	0.533	0.5639	0.5417	0.5471	0.5453	1.23
Semi Variance	0.023	0.1948	0.1941	0.2295	0.1991	0.1997	0.2165	0.2299	0.2189	1.11

Jpmorgan California Competition Performance Charts

Five steps to successful analysis of Jpmorgan California Competition

Jpmorgan California's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Jpmorgan California Tax in relation to its competition. Jpmorgan California's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Jpmorgan California in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Jpmorgan California's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Jpmorgan California Tax, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Jpmorgan California position

In addition to having Jpmorgan California 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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Insurance Providers

Companies providing all types of insurance and insurance services. The Insurance Providers theme has 41 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 Insurance Providers Theme or any other thematic opportunities.

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Jpmorgan California financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan California security.

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Jpmorgan California Competition

Specify up to 10 symbols:

Jpmorgan California Competition Correlation Matrix

Risk-Adjusted Indicators

Jpmorgan California Competitive Analysis

Jpmorgan California Competition Performance Charts

Five steps to successful analysis of Jpmorgan California Competition

Complement your Jpmorgan California position

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Run Insurance Providers Thematic Idea Now

Insurance Providers

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