Jpmorgan Equity Focus Etf Profile

JPEF Etf   68.63  0.46  0.67%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 9

 
High
 
Low
Low
JPMorgan Equity is trading at 68.63 as of the 17th of January 2025. This is a 0.67 percent increase since the beginning of the trading day. The etf's lowest day price was 68.44. JPMorgan Equity has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. The performance scores are derived for the period starting the 28th of January 2023 and ending today, the 17th of January 2025. Click here to learn more.
JPMorgan Equity is entity of United States. It is traded as Etf on NASDAQ exchange. More on JPMorgan Equity Focus

Moving together with JPMorgan Etf

  0.99VTI Vanguard Total StockPairCorr
  0.99SPY SPDR SP 500 Aggressive PushPairCorr
  0.99IVV iShares Core SPPairCorr
  0.71VIG Vanguard DividendPairCorr
  0.99VV Vanguard Large CapPairCorr
  0.61RSP Invesco SP 500PairCorr

JPMorgan Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Large & Mid Caps ETFs, Large Blend (View all Sectors)
IssuerJPMorgan
Inception Date2023-07-28
Entity TypeRegulated Investment Company
Asset Under Management1.09 Billion
Asset TypeEquity
CategorySize and Style
FocusLarge & Mid Caps
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJ.P. Morgan Investment Management Inc.
AdvisorJ.P. Morgan Investment Management Inc.
CustodianJPMorgan Chase Bank, N.A.
DistributorJPMorgan Distribution Services, Inc.
Portfolio ManagerJonathan Simon, Timothy Parton, Felise Agranoff, Daniel Percella
Transfer AgentJPMorgan Chase Bank, N.A.
Fiscal Year End30-Jun
ExchangeNASDAQ
Number of Constituents50.0
Market MakerLatour Trading
Total Expense0.65
Management Fee0.5
Country NameUSA
Returns Y T D1.56
NameJPMorgan Equity Focus ETF
Currency CodeUSD
Open FigiBBG01H4ZM8D3
In Threey Volatility17.26
1y Volatility11.87
200 Day M A63.731
50 Day M A68.285
CodeJPEF
Updated At17th of January 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.48
TypeETF
JPMorgan Equity Focus [JPEF] is traded in USA and was established null. The fund is listed under Large Blend. The entity is thematically classified as Size And Style ETFs. JPMorgan Equity Focus currently have in assets under management (AUM). , while the total return for the last 3 years was 12.1%.
Check JPMorgan Equity Probability Of Bankruptcy

Geographic Allocation (%)

Top JPMorgan Equity Focus Etf Constituents

PANWPalo Alto NetworksStockInformation Technology
REGRegency CentersStockReal Estate
JBHTJB Hunt TransportStockIndustrials
MSMorgan StanleyStockFinancials
HDHome DepotStockConsumer Discretionary
BKNGBooking HoldingsStockConsumer Discretionary
MLMMartin Marietta MaterialsStockMaterials
TTTrane Technologies plcStockIndustrials
More Details

JPMorgan Equity Focus Risk Profiles

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.

JPMorgan Equity Against Markets

When determining whether JPMorgan Equity Focus is a strong investment it is important to analyze JPMorgan Equity's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Equity's future performance. For an informed investment choice regarding JPMorgan Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Equity Focus. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income.
You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
The market value of JPMorgan Equity Focus is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Equity's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Equity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Equity's market value can be influenced by many factors that don't directly affect JPMorgan Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
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.