Jpmorgan Municipal Etf Performance
| JMUB Etf | USD 50.07 0.12 0.24% |
The etf retains a Market Volatility (i.e., Beta) of 0.0607, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JPMorgan Municipal's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Municipal is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days JPMorgan Municipal has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, JPMorgan Municipal is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Investment Analysis - Stock Traders Daily | 11/05/2024 |
2 | First Heartland Consultants Inc. Has 501,000 Stake in JPMorgan Municipal ETF | 11/13/2024 |
3 | 49 Wealth Management LLC Trims Stake in JPMorgan Municipal ETF | 11/22/2024 |
4 | JPMorgan Municipal ETF declares monthly distribution of 0.1443 | 12/03/2024 |
5 | Collective Family Office LLC Raises Stock Position in JPMorgan Municipal ETF | 01/08/2025 |
| In Threey Sharp Ratio | -0.62 |
JPMorgan |
JPMorgan Municipal Relative Risk vs. Return Landscape
If you would invest 5,007 in JPMorgan Municipal on October 25, 2024 and sell it today you would earn a total of 0.00 from holding JPMorgan Municipal or generate 0.0% return on investment over 90 days. JPMorgan Municipal is currently generating 3.0E-4% in daily expected returns and assumes 0.2405% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than JPMorgan, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
JPMorgan Municipal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Municipal's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Municipal, and traders can use it to determine the average amount a JPMorgan Municipal's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0012
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JMUB |
Estimated Market Risk
| 0.24 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average JPMorgan Municipal is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JPMorgan Municipal by adding JPMorgan Municipal to a well-diversified portfolio.
JPMorgan Municipal Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Municipal, and JPMorgan Municipal fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on JPMorgan Etf performance.
| Total Asset | 239.23 M | |||
About JPMorgan Municipal Performance
By analyzing JPMorgan Municipal's fundamental ratios, stakeholders can gain valuable insights into JPMorgan Municipal's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPMorgan Municipal has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if JPMorgan Municipal has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Under normal circumstances, the fund invests at least 80 percent of its assets in municipal securities, the income from which is exempt from federal income tax. JPM Municipal is traded on BATS Exchange in the United States.| Latest headline from thelincolnianonline.com: Collective Family Office LLC Raises Stock Position in JPMorgan Municipal ETF | |
| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Municipal. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of JPMorgan Municipal 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 Municipal's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Municipal'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 Municipal's market value can be influenced by many factors that don't directly affect JPMorgan Municipal'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 Municipal's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Municipal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Municipal'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.