JPMorgan Diversified Ownership
| JPIN Etf | USD 56.18 0.26 0.46% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
JPMorgan |
JPMorgan Etf Ownership Analysis
JPMorgan Diversified is is formed as Regulated Investment Company in the United States. ETF is managed and operated by J.P. Morgan Investment Management Inc.. The fund has 529 constituents with avarage daily trading value of 12.9 K. The fund charges 0.37 percent management fee with a total expences of 0.37 percent of total asset. The fund retains 99.21% of assets under management (AUM) in equities. JPMorgan Diversified last dividend was 0.8168 per share. The fund will invest at least 80 percent of its assets in securities included in the underlying index. JPM Dvsd is traded on NYSEARCA Exchange in the United States. To learn more about JPMorgan Diversified Return call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JPMorgan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JPMorgan Diversified , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
Institutional Etf Holders for JPMorgan Diversified
| PFJDX | Riskproreg Dynamic 20 30 | Mutual Fund | |
| PFSEX | Riskproreg 30 Fund | Mutual Fund | |
| LAGIX | Ladenburg Aggressive Growth | Mutual Fund | |
| LAWCX | Ladenburg Aggressive Growth | Mutual Fund | |
| LGWIX | Ladenburg Growth | Mutual Fund | |
| LOWIX | Ladenburg Growth Income | Mutual Fund | |
| LOWCX | Ladenburg Growth Income | Mutual Fund | |
| LOWAX | Ladenburg Growth Income | Mutual Fund | |
| LNOIX | Ladenburg Income Growth | Mutual Fund | |
| LNOCX | Ladenburg Income Growth | Mutual Fund | |
| LNOAX | Ladenburg Income Growth | Mutual Fund | |
| LNCIX | Ladenburg Income Fundclass | Mutual Fund | |
| LNCCX | Ladenburg Income Fundclass | Mutual Fund | |
| LNCAX | Ladenburg Income Fundclass | Mutual Fund | |
| ASTIX | Astor Longshort Fund | Mutual Fund | |
| LGWCX | Ladenburg Growth | Mutual Fund | |
| LGWAX | Ladenburg Growth | Mutual Fund | |
| ASTZX | Astor Longshort Fund | Mutual Fund |
JPMorgan Diversified Outstanding Bonds
JPMorgan Diversified issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. JPMorgan Diversified uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most JPMorgan bonds can be classified according to their maturity, which is the date when JPMorgan Diversified Return has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| JPMORGAN CHASE CO Corp BondUS46647PBK12 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBJ49 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBM77 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBL94 | View | |
| US46647PBP09 Corp BondUS46647PBP09 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBN50 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBR64 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBT21 | View |
Pair Trading with JPMorgan Diversified
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if JPMorgan Diversified position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in JPMorgan Diversified will appreciate offsetting losses from the drop in the long position's value.Moving together with JPMorgan Etf
| 0.98 | EFV | iShares MSCI EAFE | PairCorr |
| 0.98 | FNDF | Schwab Fundamental | PairCorr |
| 0.84 | VYMI | Vanguard International | PairCorr |
| 0.96 | IDV | iShares International | PairCorr |
| 0.93 | DFIV | Dimensional International | PairCorr |
Moving against JPMorgan Etf
| 0.85 | MEME | Roundhill Investments | PairCorr |
| 0.84 | RSPY | Tuttle Capital Management | PairCorr |
| 0.83 | MSTY | YieldMax MSTR Option | PairCorr |
| 0.76 | DSJA | DSJA | PairCorr |
| 0.72 | DISO | Tidal Trust II | PairCorr |
The ability to find closely correlated positions to JPMorgan Diversified could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace JPMorgan Diversified when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back JPMorgan Diversified - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling JPMorgan Diversified Return to buy it.
The correlation of JPMorgan Diversified is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as JPMorgan Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if JPMorgan Diversified moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for JPMorgan Diversified can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Diversified Return. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
The market value of JPMorgan Diversified 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 Diversified's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Diversified'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 Diversified's market value can be influenced by many factors that don't directly affect JPMorgan Diversified'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 Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Diversified'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.