Jpmorgan Equity Premium Etf Performance
| JEPI Etf | USD 60.50 0.34 0.57% |
The etf retains a Market Volatility (i.e., Beta) of 0.46, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, JPMorgan Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Equity is expected to be smaller as well.
Risk-Adjusted Performance
17 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Equity Premium are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, JPMorgan Equity is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
1 | FMA Wealth Management LLC Has 2.65 Million Position in JPMorgan Equity Premium Income ETF | 10/16/2024 |
2 | Arbor Investment Advisors LLC Invests 248,000 in JPMorgan Equity Premium Income ETF | 10/28/2024 |
3 | JPMorgan Equity Premium Income ETF Shares Bought by MONECO Advisors LLC | 10/30/2024 |
4 | Diversify Wealth Management LLC Boosts Holdings in JPMorgan Equity Premium Income ETF | 10/31/2024 |
5 | Focused Wealth Management Inc Raises Position in JPMorgan Equity Premium Income ETF | 11/06/2024 |
6 | JPMorgan Equity Premium Income ETF Shares Bought by Verus Capital Partners LLC | 11/12/2024 |
7 | Running Point Capital Advisors LLC Has 38,000 Stock Holdings in JPMorgan Equity Premium Income ETF | 11/21/2024 |
8 | Acorn Wealth Advisors LLC Purchases 1,683 Shares of JPMorgan Equity Premium Income ETF | 11/25/2024 |
| In Threey Sharp Ratio | 0.36 |
JPMorgan |
JPMorgan Equity Relative Risk vs. Return Landscape
If you would invest 5,715 in JPMorgan Equity Premium on August 28, 2024 and sell it today you would earn a total of 335.00 from holding JPMorgan Equity Premium or generate 5.86% return on investment over 90 days. JPMorgan Equity Premium is currently generating 0.0913% in daily expected returns and assumes 0.4095% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% of etfs are less volatile than JPMorgan, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
JPMorgan Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Equity Premium, and traders can use it to determine the average amount a JPMorgan Equity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2229
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Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average JPMorgan Equity is performing at about 17% 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 Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Equity, and JPMorgan Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on JPMorgan Etf performance.
| Total Asset | 12.56 B | |||
About JPMorgan Equity Performance
By evaluating JPMorgan Equity's fundamental ratios, stakeholders can gain valuable insights into JPMorgan Equity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPMorgan Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if JPMorgan Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard Poors 500 Total Return Index , while exposing investors to less risk through lower volatility and still offering incremental income. Jpmorgan Equity is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Acorn Wealth Advisors LLC Purchases 1,683 Shares of JPMorgan Equity Premium Income ETF | |
| The fund retains 81.36% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Equity Premium. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of JPMorgan Equity Premium 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.