Jpmorgan Growth Advantage Fund Net Income
| JGVRX Fund | USD 41.63 0.38 0.90% |
As of the 4th of March, Jpmorgan Growth retains the Downside Deviation of 1.15, risk adjusted performance of 0.057, and Market Risk Adjusted Performance of 0.1024. Jpmorgan Growth technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Jpmorgan Growth's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Jpmorgan Growth's valuation are provided below:Jpmorgan Growth Advantage does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Jpmorgan |
Jpmorgan Growth 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Jpmorgan Growth's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Jpmorgan Growth.
| 12/04/2025 |
| 03/04/2026 |
If you would invest 0.00 in Jpmorgan Growth on December 4, 2025 and sell it all today you would earn a total of 0.00 from holding Jpmorgan Growth Advantage or generate 0.0% return on investment in Jpmorgan Growth over 90 days. Jpmorgan Growth is related to or competes with Amg Managers, Brandes International, Fidelity Zero, Aqr Diversified, Trowe Price, T Rowe, and Optimum Large. The fund will invest primarily in common stocks of companies across all market capitalizations More
Jpmorgan Growth Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Jpmorgan Growth's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Jpmorgan Growth Advantage upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.15 | |||
| Information Ratio | 0.0415 | |||
| Maximum Drawdown | 14.72 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 1.14 |
Jpmorgan Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Jpmorgan Growth's standard deviation. In reality, there are many statistical measures that can use Jpmorgan Growth historical prices to predict the future Jpmorgan Growth's volatility.| Risk Adjusted Performance | 0.057 | |||
| Jensen Alpha | 0.0662 | |||
| Total Risk Alpha | 0.0238 | |||
| Sortino Ratio | 0.0638 | |||
| Treynor Ratio | 0.0924 |
Jpmorgan Growth March 4, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.057 | |||
| Market Risk Adjusted Performance | 0.1024 | |||
| Mean Deviation | 0.847 | |||
| Semi Deviation | 0.9411 | |||
| Downside Deviation | 1.15 | |||
| Coefficient Of Variation | 1470.65 | |||
| Standard Deviation | 1.77 | |||
| Variance | 3.12 | |||
| Information Ratio | 0.0415 | |||
| Jensen Alpha | 0.0662 | |||
| Total Risk Alpha | 0.0238 | |||
| Sortino Ratio | 0.0638 | |||
| Treynor Ratio | 0.0924 | |||
| Maximum Drawdown | 14.72 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 1.14 | |||
| Downside Variance | 1.32 | |||
| Semi Variance | 0.8856 | |||
| Expected Short fall | (0.89) | |||
| Skewness | 5.0 | |||
| Kurtosis | 34.84 |
Jpmorgan Growth Advantage Backtested Returns
At this stage we consider Jpmorgan Mutual Fund to be very steady. Jpmorgan Growth Advantage holds Efficiency (Sharpe) Ratio of 0.0557, which attests that the entity had a 0.0557 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Jpmorgan Growth Advantage, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Growth's Market Risk Adjusted Performance of 0.1024, risk adjusted performance of 0.057, and Downside Deviation of 1.15 to validate if the risk estimate we provide is consistent with the expected return of 0.1%. The fund retains a Market Volatility (i.e., Beta) of 1.19, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Jpmorgan Growth will likely underperform.
Auto-correlation | -0.38 |
Poor reverse predictability
Jpmorgan Growth Advantage has poor reverse predictability. Overlapping area represents the amount of predictability between Jpmorgan Growth time series from 4th of December 2025 to 18th of January 2026 and 18th of January 2026 to 4th of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Jpmorgan Growth Advantage price movement. The serial correlation of -0.38 indicates that just about 38.0% of current Jpmorgan Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.38 | |
| Spearman Rank Test | -0.02 | |
| Residual Average | 0.0 | |
| Price Variance | 0.5 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Jpmorgan Growth Advantage reported net income of 0.0. This indicator is about the same for the JPMorgan average (which is currently at 0.0) family and about the same as Large Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Growth's current stock value. Our valuation model uses many indicators to compare Jpmorgan Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Growth competition to find correlations between indicators driving Jpmorgan Growth's intrinsic value. More Info.Jpmorgan Growth Advantage is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.19 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Growth Advantage is roughly 5.20 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Growth's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Jpmorgan Growth
The fund consists of 97.84% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Jpmorgan Growth'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Jpmorgan Fundamentals
| Price To Earning | 23.62 X | ||||
| Price To Book | 4.54 X | ||||
| Price To Sales | 2.54 X | ||||
| Total Asset | 13.2 B | ||||
| Year To Date Return | 0.75 % | ||||
| One Year Return | 11.30 % | ||||
| Three Year Return | 24.25 % | ||||
| Five Year Return | 10.74 % | ||||
| Ten Year Return | 17.29 % | ||||
| Net Asset | 9.63 B | ||||
| Cash Position Weight | 2.16 % | ||||
| Equity Positions Weight | 97.84 % |
About Jpmorgan Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Growth Advantage's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Growth Advantage based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, 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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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Growth 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 Growth security.
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