Summit Trail Advisors LLC Grows Stock Position in Charter Communications, Inc.
JUEPX Fund | USD 27.03 0.12 0.44% |
Slightly above 62% of Jpmorgan Equity's investor base is looking to short. The analysis of overall sentiment of trading Jpmorgan Equity Fund mutual fund suggests that many investors are alarmed at this time. Jpmorgan Equity's investing sentiment can be driven by a variety of factors including economic data, Jpmorgan Equity's earnings reports, geopolitical events, and overall market trends.
Jpmorgan |
Summit Trail Advisors LLC lifted its holdings in shares of Charter Communications, Inc. by 7.1 percent during the third quarter, according to its most recent disclosure with the SEC. The fund owned 1,826 shares of the companys stock after acquiring an additional 121 shares during the period. Summit Trail Advisors LLCs holdings
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Jpmorgan Equity Fundamental Analysis
We analyze Jpmorgan Equity'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 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.
One Year Return
One Year Return Comparative Analysis
Jpmorgan Equity is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Jpmorgan Equity Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Jpmorgan Equity mutual fund to make a market-neutral strategy. 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 with similar companies.
Peers
Jpmorgan Equity Related Equities
JUEAX | Jpmorgan Equity | 0.44 |
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JUEZX | Jpmorgan Equity | 0.45 |
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JUSRX | Jpmorgan Equity | 0.47 |
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JUESX | Jpmorgan Equity | 0.55 |
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JMUEX | Jpmorgan Equity | 0.55 |
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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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