JP Morgan Financials
| JCTR Etf | USD 81.48 0.32 0.39% |
Net Expense Ratio 0.0015 | 3 y Sharp Ratio 0.35 |
JCTR |
The data published in JP Morgan's official financial statements typically reflect JP Morgan's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving JP Morgan's quantitative information. For example, before you start analyzing numbers published by JCTR accountants, it's essential to understand JP Morgan's liquidity, profitability, and earnings quality within the context of the JPMorgan space in which it operates.
JP Morgan Etf Summary
JP Morgan competes with JPMorgan BetaBuilders, JPMorgan Core, JPMorgan BetaBuilders, and JPMorgan Emerging. The fund will invest at least 80 percent of its assets in securities included in index. Jpmorgan Carbon is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US46641Q2820 |
| CUSIP | 46641Q282 |
| Region | North America |
| Investment Issuer | JPMorgan |
| Etf Family | JPMorgan |
| Fund Category | Strategy |
| Portfolio Concentration | Theme |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
JP Morgan Key Financial Ratios
JCTR Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining JP Morgan's current stock value. Our valuation model uses many indicators to compare JP Morgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across JP Morgan competition to find correlations between indicators driving JP Morgan's intrinsic value. More Info.JP Morgan Exchange Traded is considered the top ETF in beta as compared to similar ETFs. It also is considered the top ETF in one year return as compared to similar ETFs reporting about 33.17 of One Year Return per Beta. Comparative valuation analysis is a catch-all technique that is used if you cannot value JP Morgan by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.JP Morgan Exchange Systematic Risk
JP Morgan's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. JP Morgan volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on JP Morgan Exchange correlated with the market. If Beta is less than 0 JP Morgan generally moves in the opposite direction as compared to the market. If JP Morgan Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one JP Morgan Exchange is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of JP Morgan is generally in the same direction as the market. If Beta > 1 JP Morgan moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as JP Morgan is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of JCTR has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if JP Morgan's financials are consistent with your investment objective using the following steps:- Review JP Morgan's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand JP Morgan's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare JP Morgan's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if JP Morgan's stock is overvalued or undervalued.
JP Morgan Thematic Clasifications
JP Morgan Exchange Traded is part of several thematic ideas from Strategy ETFs to Theme ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasJP Morgan November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of JP Morgan help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of JP Morgan Exchange Traded. We use our internally-developed statistical techniques to arrive at the intrinsic value of JP Morgan Exchange Traded based on widely used predictive technical indicators. In general, we focus on analyzing JCTR Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build JP Morgan's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8431 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 4.0 | |||
| Value At Risk | (1.34) | |||
| Potential Upside | 1.19 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JP Morgan Exchange Traded. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of JP Morgan Exchange is measured differently than its book value, which is the value of JCTR that is recorded on the company's balance sheet. Investors also form their own opinion of JP Morgan's value that differs from its market value or its book value, called intrinsic value, which is JP Morgan'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 JP Morgan's market value can be influenced by many factors that don't directly affect JP Morgan'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 JP Morgan's value and its price as these two are different measures arrived at by different means. Investors typically determine if JP Morgan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JP Morgan'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.