Jpmorgan Research Equity Fund Quote
| JEPCX Fund | USD 14.93 0.06 0.40% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Jpmorgan is trading at 14.93 as of the 25th of November 2024; that is 0.40 percent increase since the beginning of the trading day. The fund's open price was 14.87. Jpmorgan has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jpmorgan Research Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The investment objective of the fund is to seek current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by creating an actively managed portfolio of equity securities comprised significantly of those included in the funds primary benchmark, the Standard Poors Total Return Index and through equity-linked notes , selling call options with exposure to the SP 500.. More on Jpmorgan Research Equity
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Derivative Income Funds, Derivative Income, JPMorgan (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | June |
Jpmorgan Research Equity [JEPCX] is traded in USA and was established 25th of November 2024. Jpmorgan is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of JPMorgan family. This fund currently has accumulated 5.8 B in assets under management (AUM) with minimum initial investment of 1 K. Jpmorgan Research Equity is currently producing year-to-date (YTD) return of 15.18% with the current yeild of 0.06%, while the total return for the last 3 years was 7.49%.
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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 Research Equity 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 Research Equity Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| ADP | Automatic Data Processing | Stock | Industrials | |
| LLY | Eli Lilly and | Stock | Health Care | |
| XEL | Xcel Energy | Stock | Utilities | |
| USMV | iShares MSCI USA | Etf | Large Blend | |
| UPS | United Parcel Service | Stock | Industrials | |
| TGT | Target | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples |
Jpmorgan Research Equity Risk Profiles
| Mean Deviation | 0.3212 | |||
| Semi Deviation | 0.168 | |||
| Standard Deviation | 0.408 | |||
| Variance | 0.1664 |
Jpmorgan Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan 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 security.
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