Jpmorgan Ultra Short Income Etf Performance
| JPST Etf | USD 50.52 0.02 0.04% |
The etf retains a Market Volatility (i.e., Beta) of 0.0012, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JPMorgan Ultra's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Ultra is expected to be smaller as well.
Risk-Adjusted Performance
32 of 100
Weak | Strong |
Very Strong
Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Ultra Short Income are ranked lower than 32 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, JPMorgan Ultra is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | GFG Capital LLC Grows Stock Holdings in JPMorgan Ultra-Short Income ETF | 10/22/2024 |
2 | GSB Wealth Management LLC Boosts Stake in JPMorgan Ultra-Short Income ETF | 10/30/2024 |
3 | Donaldson Capital Management LLC Sells 69,533 Shares of JPMorgan Ultra-Short Income ETF | 11/04/2024 |
4 | Centennial Wealth Advisory LLC Sells 62,341 Shares of JPMorgan Ultra-Short Income ETF | 11/07/2024 |
5 | Dudley Capital Management LLC Has 492,000 Stake in JPMorgan Ultra-Short Income ETF | 11/08/2024 |
6 | Kennebec Savings Bank Takes Position in JPMorgan Ultra-Short Income ETF | 11/12/2024 |
7 | JPMorgan Ultra-Short Income ETF Shares Acquired by Diversified Portfolios Inc. | 11/15/2024 |
8 | MidAtlantic Capital Management Inc. Invests 161,000 in JPMorgan Ultra-Short Income ETF | 11/18/2024 |
9 | JPMorgan Ultra-Short Income ETF Shares Bought by Running Point Capital Advisors LLC | 11/21/2024 |
| In Threey Sharp Ratio | -0.66 |
JPMorgan |
JPMorgan Ultra Relative Risk vs. Return Landscape
If you would invest 5,001 in JPMorgan Ultra Short Income on August 27, 2024 and sell it today you would earn a total of 51.00 from holding JPMorgan Ultra Short Income or generate 1.02% return on investment over 90 days. JPMorgan Ultra Short Income is currently generating 0.0159% in daily expected returns and assumes 0.0382% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% 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 Ultra Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Ultra's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Ultra Short Income, and traders can use it to determine the average amount a JPMorgan Ultra'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 = 0.4152
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| JPST |
Based on monthly moving average JPMorgan Ultra is performing at about 32% of its full potential. 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 Ultra by adding it to a well-diversified portfolio.
JPMorgan Ultra Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Ultra, and JPMorgan Ultra 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.
| Return On Asset | 0.18 | |||
| Profit Margin | 21.53 % | |||
| Operating Margin | 33.05 % | |||
| Current Valuation | (121.74 B) | |||
| Shares Outstanding | 9.53 M | |||
| Price To Earning | 12.99 X | |||
| Price To Book | 0.39 X | |||
| Price To Sales | 2.67 X | |||
| Revenue | 15.39 B | |||
| Cash And Equivalents | 321.89 B | |||
| Cash Per Share | 85.85 X | |||
| Total Debt | 139.62 B | |||
| Debt To Equity | 0.28 % | |||
| Earnings Per Share | 0.83 X | |||
| Total Asset | 22.12 B | |||
| Retained Earnings | (65.97 M) | |||
| Current Asset | 43.08 M | |||
| Current Liabilities | 25.01 M | |||
About JPMorgan Ultra Performance
Assessing JPMorgan Ultra's fundamental ratios provides investors with valuable insights into JPMorgan Ultra's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the JPMorgan Ultra is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its assets in investment grade, U.S. dollar denominated short-term fixed, variable and floating rate debt. JPM Ultra-Short is traded on NYSEARCA Exchange in the United States.| JPMorgan is showing solid risk-adjusted performance over 90 days | |
| Latest headline from thelincolnianonline.com: JPMorgan Ultra-Short Income ETF Shares Bought by Running Point Capital Advisors LLC | |
| The fund retains about 12.16% of its assets under management (AUM) in fixed income securities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Ultra Short Income. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
The market value of JPMorgan Ultra Short 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 Ultra's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Ultra'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 Ultra's market value can be influenced by many factors that don't directly affect JPMorgan Ultra'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 Ultra's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Ultra is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Ultra'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.