Jpmorgan Mid Cap Fund Net Income
| JMCEX Fund | USD 63.24 0.52 0.83% |
As of the 14th of February 2026, Jpmorgan Mid retains the Market Risk Adjusted Performance of 0.0935, risk adjusted performance of 0.0815, and Downside Deviation of 0.8147. Jpmorgan Mid 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 Mid'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 Mid's valuation are provided below:Jpmorgan Mid Cap 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 Mid '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 Mid'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 Mid.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Jpmorgan Mid on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Jpmorgan Mid Cap or generate 0.0% return on investment in Jpmorgan Mid over 90 days. Jpmorgan Mid is related to or competes with Federated Mdt, Janus Triton, T Rowe, Janus Triton, Janus Triton, Equity Index, and Equity Index. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of mid cap companies More
Jpmorgan Mid 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 Mid'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 Mid Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8147 | |||
| Information Ratio | 0.0118 | |||
| Maximum Drawdown | 3.57 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 1.47 |
Jpmorgan Mid Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Mid's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Jpmorgan Mid's standard deviation. In reality, there are many statistical measures that can use Jpmorgan Mid historical prices to predict the future Jpmorgan Mid's volatility.| Risk Adjusted Performance | 0.0815 | |||
| Jensen Alpha | 0.0195 | |||
| Total Risk Alpha | 0.0112 | |||
| Sortino Ratio | 0.0113 | |||
| Treynor Ratio | 0.0835 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Jpmorgan Mid's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Jpmorgan Mid February 14, 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 | 0.0815 | |||
| Market Risk Adjusted Performance | 0.0935 | |||
| Mean Deviation | 0.5846 | |||
| Semi Deviation | 0.6612 | |||
| Downside Deviation | 0.8147 | |||
| Coefficient Of Variation | 986.08 | |||
| Standard Deviation | 0.7808 | |||
| Variance | 0.6096 | |||
| Information Ratio | 0.0118 | |||
| Jensen Alpha | 0.0195 | |||
| Total Risk Alpha | 0.0112 | |||
| Sortino Ratio | 0.0113 | |||
| Treynor Ratio | 0.0835 | |||
| Maximum Drawdown | 3.57 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 1.47 | |||
| Downside Variance | 0.6638 | |||
| Semi Variance | 0.4371 | |||
| Expected Short fall | (0.60) | |||
| Skewness | 0.1176 | |||
| Kurtosis | 0.2633 |
Jpmorgan Mid Cap Backtested Returns
At this stage we consider Jpmorgan Mutual Fund to be very steady. Jpmorgan Mid Cap holds Efficiency (Sharpe) Ratio of 0.17, which attests that the entity had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Jpmorgan Mid Cap, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Mid's Risk Adjusted Performance of 0.0815, market risk adjusted performance of 0.0935, and Downside Deviation of 0.8147 to validate if the risk estimate we provide is consistent with the expected return of 0.13%. The fund retains a Market Volatility (i.e., Beta) of 0.83, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jpmorgan Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Mid is expected to be smaller as well.
Auto-correlation | 0.61 |
Good predictability
Jpmorgan Mid Cap has good predictability. Overlapping area represents the amount of predictability between Jpmorgan Mid time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th of February 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 Mid Cap price movement. The serial correlation of 0.61 indicates that roughly 61.0% of current Jpmorgan Mid price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.61 | |
| Spearman Rank Test | 0.5 | |
| Residual Average | 0.0 | |
| Price Variance | 0.56 |
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 Mid Cap 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 Mid-Cap Blend (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 Mid's current stock value. Our valuation model uses many indicators to compare Jpmorgan Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Mid competition to find correlations between indicators driving Jpmorgan Mid's intrinsic value. More Info.Jpmorgan Mid Cap 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 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Mid Cap is roughly 7.54 . 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 Mid's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Jpmorgan Mid
The fund consists of 95.92% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Jpmorgan Mid'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 | 20.74 X | ||||
| Price To Book | 2.75 X | ||||
| Price To Sales | 1.48 X | ||||
| Total Asset | 2.63 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 5.10 % | ||||
| One Year Return | 6.06 % | ||||
| Three Year Return | 10.59 % | ||||
| Five Year Return | 6.60 % | ||||
| Ten Year Return | 11.65 % | ||||
| Net Asset | 2.87 B | ||||
| Cash Position Weight | 4.08 % | ||||
| Equity Positions Weight | 95.92 % |
About Jpmorgan Mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Mid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Mid Cap 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 Mid 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 Mid security.
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