JPMorgan Quality Three Year Return vs. Equity Positions Weight
| JQUA Etf | USD 59.18 0.49 0.83% |
For JPMorgan Quality profitability analysis, we use financial ratios and fundamental drivers that measure the ability of JPMorgan Quality to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well JPMorgan Quality Factor utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between JPMorgan Quality's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of JPMorgan Quality Factor over time as well as its relative position and ranking within its peers.
JPMorgan |
The market value of JPMorgan Quality Factor 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 Quality's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Quality'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 Quality's market value can be influenced by many factors that don't directly affect JPMorgan Quality'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 Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Quality'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.
JPMorgan Quality Factor Equity Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining JPMorgan Quality's current stock value. Our valuation model uses many indicators to compare JPMorgan Quality value to that of its competitors to determine the firm's financial worth. JPMorgan Quality Factor is considered the top ETF in three year return as compared to similar ETFs. It also is considered the top ETF in equity positions weight as compared to similar ETFs making about 8.67 of Equity Positions Weight per Three Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the JPMorgan Quality's earnings, one of the primary drivers of an investment's value.JPMorgan Equity Positions Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
JPMorgan Quality |
| = | 11.50 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
JPMorgan Quality |
| = | 99.75 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
JPMorgan Quality Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in JPMorgan Quality, profitability is also one of the essential criteria for including it into their portfolios because, without profit, JPMorgan Quality will eventually generate negative long term returns. The profitability progress is the general direction of JPMorgan Quality's change in net profit over the period of time. It can combine multiple indicators of JPMorgan Quality, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund will invest at least 80 percent of its assets in securities included in the underlying index. JPM US is traded on NYSEARCA Exchange in the United States.
JPMorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on JPMorgan Quality. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of JPMorgan Quality position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the JPMorgan Quality's important profitability drivers and their relationship over time.
| Three Year Return vs Beta | ||
| One Year Return vs Equity Positions Weight | ||
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| Net Asset vs Equity Positions Weight | ||
| Three Year Return vs Last Dividend Paid |
Use JPMorgan Quality in pair-trading
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 Quality 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 Quality will appreciate offsetting losses from the drop in the long position's value.JPMorgan Quality Pair Trading
JPMorgan Quality Factor Pair Trading Analysis
The ability to find closely correlated positions to JPMorgan Quality 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 Quality 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 Quality - 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 Quality Factor to buy it.
The correlation of JPMorgan Quality 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 Quality moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if JPMorgan Quality Factor 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 Quality 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.Use Investing Themes to Complement your JPMorgan Quality position
In addition to having JPMorgan Quality in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Broad Commodities ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Commodities ETFs theme has 26 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Broad Commodities ETFs Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
To fully project JPMorgan Quality's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of JPMorgan Quality Factor at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include JPMorgan Quality's income statement, its balance sheet, and the statement of cash flows.