Jp Morgan Core Fund Market Value
| JPBEX Fund | USD 12.96 0.01 0.08% |
| Symbol | JPBEX |
Understanding that Jp Morgan's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Jp Morgan represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, Jp Morgan's market price signifies the transaction level at which participants voluntarily complete trades.
Jp Morgan '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 Jp Morgan'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 Jp Morgan.
| 11/22/2025 |
| 02/20/2026 |
If you would invest 0.00 in Jp Morgan on November 22, 2025 and sell it all today you would earn a total of 0.00 from holding Jp Morgan Core or generate 0.0% return on investment in Jp Morgan over 90 days. Jp Morgan is related to or competes with Tax-managed, Virtus Nfj, Pace Large, Dana Large, and American Mutual. Jp Morgan is entity of United States. It is traded as Fund on NMFQS exchange. More
Jp Morgan 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 Jp Morgan'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 Jp Morgan Core upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2039 | |||
| Information Ratio | (0.22) | |||
| Maximum Drawdown | 0.7011 | |||
| Value At Risk | (0.31) | |||
| Potential Upside | 0.2357 |
Jp Morgan Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jp Morgan's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Jp Morgan's standard deviation. In reality, there are many statistical measures that can use Jp Morgan historical prices to predict the future Jp Morgan's volatility.| Risk Adjusted Performance | 0.0605 | |||
| Jensen Alpha | 0.0084 | |||
| Total Risk Alpha | (0.0008) | |||
| Sortino Ratio | (0.20) | |||
| Treynor Ratio | 0.1608 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Jp Morgan'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.
Jp Morgan February 20, 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 | 0.0605 | |||
| Market Risk Adjusted Performance | 0.1708 | |||
| Mean Deviation | 0.1499 | |||
| Semi Deviation | 0.0641 | |||
| Downside Deviation | 0.2039 | |||
| Coefficient Of Variation | 844.56 | |||
| Standard Deviation | 0.1905 | |||
| Variance | 0.0363 | |||
| Information Ratio | (0.22) | |||
| Jensen Alpha | 0.0084 | |||
| Total Risk Alpha | (0.0008) | |||
| Sortino Ratio | (0.20) | |||
| Treynor Ratio | 0.1608 | |||
| Maximum Drawdown | 0.7011 | |||
| Value At Risk | (0.31) | |||
| Potential Upside | 0.2357 | |||
| Downside Variance | 0.0416 | |||
| Semi Variance | 0.0041 | |||
| Expected Short fall | (0.19) | |||
| Skewness | 0.1129 | |||
| Kurtosis | 0.2293 |
Jp Morgan Core Backtested Returns
At this stage we consider JPBEX Mutual Fund to be very steady. Jp Morgan Core retains Efficiency (Sharpe Ratio) of 0.1, which attests that the entity had a 0.1 % return per unit of price deviation over the last 3 months. We have found twenty-seven technical indicators for Jp Morgan, which you can use to evaluate the volatility of the entity. Please check out Jp Morgan's Standard Deviation of 0.1905, semi deviation of 0.0641, and Market Risk Adjusted Performance of 0.1708 to validate if the risk estimate we provide is consistent with the expected return of 0.0199%. The fund owns a Beta (Systematic Risk) of 0.0781, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jp Morgan's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jp Morgan is expected to be smaller as well.
Auto-correlation | 0.24 |
Weak predictability
Jp Morgan Core has weak predictability. Overlapping area represents the amount of predictability between Jp Morgan time series from 22nd of November 2025 to 6th of January 2026 and 6th of January 2026 to 20th 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 Jp Morgan Core price movement. The serial correlation of 0.24 indicates that over 24.0% of current Jp Morgan price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.24 | |
| Spearman Rank Test | -0.17 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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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 JPBEX Mutual Fund
Jp Morgan financial ratios help investors to determine whether JPBEX 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 JPBEX with respect to the benefits of owning Jp Morgan security.
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