Jpmorgan Equity Premium Etf Three Year Return
| JEPI Etf | USD 59.91 0.43 0.72% |
JPMorgan Equity Premium fundamentals help investors to digest information that contributes to JPMorgan Equity's financial success or failures. It also enables traders to predict the movement of JPMorgan Etf. The fundamental analysis module provides a way to measure JPMorgan Equity's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to JPMorgan Equity etf.
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JPMorgan Equity Premium ETF Three Year Return Analysis
JPMorgan Equity's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current JPMorgan Equity Three Year Return | 8.30 % |
Most of JPMorgan Equity's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, JPMorgan Equity Premium is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, JPMorgan Equity Premium has a Three Year Return of 8.3%. This is much higher than that of the JPMorgan family and significantly higher than that of the Derivative Income category. The three year return for all United States etfs is 156.97% lower than that of the firm.
JPMorgan Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses JPMorgan Equity's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of JPMorgan Equity could also be used in its relative valuation, which is a method of valuing JPMorgan Equity by comparing valuation metrics of similar companies.JPMorgan Equity is currently under evaluation in three year return as compared to similar ETFs.
Fund Asset Allocation for JPMorgan Equity
The fund consists of 81.36% investments in stocks, with the rest of investments allocated between various types of exotic instruments.Asset allocation divides JPMorgan Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
JPMorgan Fundamentals
| Beta | 0.58 | |||
| Total Asset | 12.56 B | |||
| One Year Return | 18.50 % | |||
| Three Year Return | 8.30 % | |||
| Net Asset | 12.56 B | |||
| Last Dividend Paid | 0.34 | |||
| Equity Positions Weight | 81.36 % |
About JPMorgan Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze JPMorgan Equity Premium's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JPMorgan Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JPMorgan Equity Premium based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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When determining whether JPMorgan Equity Premium offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of JPMorgan Equity's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Jpmorgan Equity Premium Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Jpmorgan Equity Premium Etf:Check out JPMorgan Equity Piotroski F Score and JPMorgan Equity Altman Z Score analysis. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
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.