Jpmorgan Equity Premium Fund Price on November 7, 2023
| JEPIX Fund | USD 15.04 0.03 0.20% |
Below is the normalized historical share price chart for Jpmorgan Equity Premium extending back to August 31, 2018. 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 15.04, as last reported on the 29th of November, with the highest price reaching 15.04 and the lowest price hitting 15.04 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 Premium holds Efficiency (Sharpe) Ratio of 0.2, which attests that the entity had a 0.2% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Jpmorgan Equity Premium, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Equity's Downside Deviation of 0.3775, risk adjusted performance of 0.154, and Market Risk Adjusted Performance of 0.1826 to validate if the risk estimate we provide is consistent with the expected return of 0.0809%.
Jpmorgan Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Jpmorgan |
Sharpe Ratio = 0.2032
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Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 16 84% of assets perform better |
Based on monthly moving average Jpmorgan Equity is performing at about 16% 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 7, 2023
It is possible to determine the worth of Jpmorgan Equity on a given historical date. On November 7, 2023 Jpmorgan was worth 12.41 at the beginning of the trading date compared to the closed value of 12.41. 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 | |
| 12.43 | 12.43 | 12.43 | 12.43 | 1.00 | |
11/07/2023 | 12.41 | 12.41 | 12.41 | 12.41 | 1.00 |
| 12.42 | 12.42 | 12.42 | 12.42 | 1.00 |
| Backtest Jpmorgan Equity | | | Jpmorgan Equity History | | | Jpmorgan Equity Valuation | Previous | Next |
Jpmorgan Equity Trading Date Momentum on November 7, 2023
| On November 08 2023 Jpmorgan Equity Premium was traded for 12.42 at the closing time. The highest daily price throughout the period was 12.42 and the lowest price was 12.42 . There was no trading activity during the period 1.0. Lack of trading volume on 11/08/2023 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.08% . The trading delta at closing time to current closing price is 1.05% . |
Jpmorgan Equity Premium 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 Premium 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
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.
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 29, 2024
| High |
0.00 | 0.00 |
Jpmorgan Equity Premium 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 29, 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 Premium 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 | 0.154 | |||
| Jensen Alpha | 0.0262 | |||
| Total Risk Alpha | 0.0157 | |||
| Sortino Ratio | (0.1) | |||
| Treynor Ratio | 0.1726 |
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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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