Jpmorgan Equity Income Fund Price on November 11, 2024
| HLIEX Fund | USD 27.47 0.20 0.73% |
Below is the normalized historical share price chart for Jpmorgan Equity Income extending back to April 10, 1989. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Jpmorgan Equity stands at 27.47, as last reported on the 27th of November, with the highest price reaching 27.47 and the lowest price hitting 27.47 during the day.
If you're considering investing in Jpmorgan Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Jpmorgan Mutual Fund to be very steady. Jpmorgan Equity Income holds Efficiency (Sharpe) Ratio of 0.18, which attests that the entity had a 0.18% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Jpmorgan Equity Income, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Equity's Risk Adjusted Performance of 0.1477, downside deviation of 0.5512, and Market Risk Adjusted Performance of (3.08) to validate if the risk estimate we provide is consistent with the expected return of 0.12%.
Jpmorgan Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Jpmorgan |
Sharpe Ratio = 0.1774
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Jpmorgan Equity is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Jpmorgan Equity by adding it to a well-diversified portfolio.
Jpmorgan Equity Valuation on November 11, 2024
It is possible to determine the worth of Jpmorgan Equity on a given historical date. On November 11, 2024 Jpmorgan was worth 27.07 at the beginning of the trading date compared to the closed value of 27.07. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Jpmorgan Equity mutual fund. Still, in general, we apply an absolute valuation method to find Jpmorgan Equity's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Jpmorgan Equity where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Jpmorgan Equity's related companies.
| Open | High | Low | Close | Volume | |
| 26.91 | 26.91 | 26.91 | 26.91 | 1.00 | |
11/11/2024 | 27.07 | 27.07 | 27.07 | 27.07 | 1.00 |
| 26.88 | 26.88 | 26.88 | 26.88 | 1.00 |
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Jpmorgan Equity Trading Date Momentum on November 11, 2024
| On November 12 2024 Jpmorgan Equity Income was traded for 26.88 at the closing time. The highest daily price throughout the period was 26.88 and the lowest price was 26.88 . There was no trading activity during the period 1.0. Lack of trading volume on 11/12/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.70% . The trading delta at closing time to current closing price is 0.04% . |
Jpmorgan Equity Income Fundamentals Correlations and Trends
By evaluating Jpmorgan Equity's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Jpmorgan Equity's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Jpmorgan financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Jpmorgan Equity Mutual Fund history
Jpmorgan Equity investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Jpmorgan is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Jpmorgan Equity Income will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Jpmorgan Equity stock prices may prove useful in developing a viable investing in Jpmorgan Equity
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 securities convertible to common stock. Although the fund invests primarily in securities of large cap companies, it may invest in equity investments of companies across all market capitalizations.
Jpmorgan Equity Mutual Fund Technical Analysis
Jpmorgan Equity technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Jpmorgan Equity Period Price Range
Low | November 27, 2024
| High |
0.00 | 0.00 |
Jpmorgan Equity Income cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Jpmorgan Equity November 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Jpmorgan Equity mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Jpmorgan Equity shares will generate the highest return on investment. By undertsting and applying Jpmorgan Equity mutual fund market strength indicators, traders can identify Jpmorgan Equity Income entry and exit signals to maximize returns
Jpmorgan Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Jpmorgan Equity's price direction in advance. Along with the technical and fundamental analysis of Jpmorgan Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Jpmorgan to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1477 | |||
| Jensen Alpha | 0.1282 | |||
| Total Risk Alpha | 0.0171 | |||
| Sortino Ratio | 0.0088 | |||
| Treynor Ratio | (3.09) |
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Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Equity 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 Equity security.
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