Jpmorgan Small Cap Fund Buy Hold or Sell Recommendation

JSERX Fund  USD 56.95  1.08  1.93%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Jpmorgan Small Cap is 'Strong Hold'. Macroaxis provides Jpmorgan Small buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JSERX positions. The advice algorithm takes into account all of Jpmorgan Small's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Jpmorgan Small's buy or sell advice are summarized below:
Real Value
56.38
Hype Value
56.95
Market Value
56.95
Naive Value
57.13
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Jpmorgan Small Cap given historical horizon and risk tolerance towards Jpmorgan Small. When Macroaxis issues a 'buy' or 'sell' recommendation for Jpmorgan Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Jpmorgan Small Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Jpmorgan and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Jpmorgan Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area.

Execute Jpmorgan Small Buy or Sell Advice

The Jpmorgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Jpmorgan Small Cap. Macroaxis does not own or have any residual interests in Jpmorgan Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jpmorgan Small's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Jpmorgan SmallBuy Jpmorgan Small
Strong Hold

Market Performance

ModestDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Responds to the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Jpmorgan Small Cap has a Risk Adjusted Performance of 0.0534, Jensen Alpha of (0.11), Total Risk Alpha of (0.14), Sortino Ratio of (0.05) and Treynor Ratio of 0.0514
Our investment recommendation module provides unbiased trade recommendations that can be used to complement current average analyst sentiment on Jpmorgan Small Cap. Our investment recommendation engine provides an advice for the fund potential to grow from the perspective of an investor's risk tolerance and investing horizon. Use Jpmorgan Small annual yield and net asset to ensure your buy or sell decision on Jpmorgan Small Cap is adequate.

Jpmorgan Small Trading Alerts and Improvement Suggestions

The fund retains 98.11% of its assets under management (AUM) in equities

Jpmorgan Small Returns Distribution Density

The distribution of Jpmorgan Small's historical returns is an attempt to chart the uncertainty of Jpmorgan Small's future price movements. The chart of the probability distribution of Jpmorgan Small daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Small returns is essential to provide solid investment advice for Jpmorgan Small.
Mean Return
0.08
Value At Risk
-1.66
Potential Upside
1.43
Standard Deviation
0.95
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Jpmorgan Small historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Jpmorgan Small Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Jpmorgan Small or JPMorgan sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Jpmorgan Small's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Jpmorgan fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.11
β
Beta against NYSE Composite1.44
σ
Overall volatility
0.98
Ir
Information ratio -0.05

Jpmorgan Small Volatility Alert

Jpmorgan Small Cap has relatively low volatility with skewness of -0.73 and kurtosis of 1.15. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jpmorgan Small's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Jpmorgan Small's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Jpmorgan Small Fundamentals Vs Peers

Comparing Jpmorgan Small's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Jpmorgan Small's direct or indirect competition across all of the common fundamentals between Jpmorgan Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Small by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Small to competition
FundamentalsJpmorgan SmallPeer Average
Price To Earning20.82 X6.53 X
Price To Book2.67 X0.74 X
Price To Sales1.58 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return3.02 %0.39 %
One Year Return16.97 %4.15 %
Three Year Return2.06 %3.60 %
Five Year Return9.13 %3.24 %
Ten Year Return11.94 %1.79 %
Net Asset7.21 B4.11 B
Cash Position Weight1.89 %10.61 %
Equity Positions Weight98.11 %63.90 %

Jpmorgan Small Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Jpmorgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Jpmorgan Small Buy or Sell Advice

When is the right time to buy or sell Jpmorgan Small Cap? Buying financial instruments such as Jpmorgan Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Jpmorgan Small 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.

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Check out Jpmorgan Small Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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Please note, there is a significant difference between Jpmorgan Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Small'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.