Jpmorgan Equity Income Fund Buy Hold or Sell Recommendation

OIEQX Fund  USD 24.53  0.09  0.37%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Jpmorgan Equity Income is 'Strong Hold'. Macroaxis provides Jpmorgan Equity buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OIEQX positions. The advice algorithm takes into account all of Jpmorgan Equity's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Jpmorgan Equity's buy or sell advice are summarized below:
Real Value
24.19
Hype Value
24.44
Market Value
24.53
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Jpmorgan Equity Income given historical horizon and risk tolerance towards Jpmorgan Equity. When Macroaxis issues a 'buy' or 'sell' recommendation for Jpmorgan Equity Income, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Jpmorgan Equity 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 Equity Income. 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 producer price index.

Execute Jpmorgan Equity 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 Equity Income. Macroaxis does not own or have any residual interests in Jpmorgan Equity Income or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jpmorgan Equity's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Jpmorgan EquityBuy Jpmorgan Equity
Strong Hold

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Jpmorgan Equity Income has a Risk Adjusted Performance of 0.1234, Jensen Alpha of 0.0014, Total Risk Alpha of (0.01), Sortino Ratio of (0.03) and Treynor Ratio of 0.1258
Our trade recommendations module complements current analysts and expert consensus on Jpmorgan Equity Income. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please utilize Jpmorgan Equity Income five year return to make buy, hold, or sell decision on Jpmorgan Equity.

Jpmorgan Equity Trading Alerts and Improvement Suggestions

The fund maintains 98.08% of its assets in stocks

Jpmorgan Equity Returns Distribution Density

The distribution of Jpmorgan Equity's historical returns is an attempt to chart the uncertainty of Jpmorgan Equity's future price movements. The chart of the probability distribution of Jpmorgan Equity daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Equity Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Equity returns is essential to provide solid investment advice for Jpmorgan Equity.
Mean Return
0.12
Value At Risk
-0.79
Potential Upside
0.80
Standard Deviation
0.53
   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 Equity 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 Equity 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 Equity 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 Equity'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
β
Beta against NYSE Composite0.86
σ
Overall volatility
0.54
Ir
Information ratio -0.03

Jpmorgan Equity Volatility Alert

Jpmorgan Equity Income exhibits relatively low volatility with skewness of -0.29 and kurtosis of 1.02. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jpmorgan Equity'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 Equity'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 Equity Fundamentals Vs Peers

Comparing Jpmorgan Equity'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 Equity's direct or indirect competition across all of the common fundamentals between Jpmorgan Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Equity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Equity by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Equity to competition
FundamentalsJpmorgan EquityPeer Average
Annual Yield0.02 %0.29 %
Year To Date Return5.83 %0.39 %
One Year Return17.89 %4.15 %
Three Year Return8.00 %3.60 %
Five Year Return10.24 %3.24 %
Ten Year Return11.47 %1.79 %
Net Asset18.92 B4.11 B
Last Dividend Paid0.030.65
Cash Position Weight1.92 %10.61 %
Equity Positions Weight98.08 %63.90 %

Jpmorgan Equity 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 Equity Buy or Sell Advice

When is the right time to buy or sell Jpmorgan Equity Income? 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 Equity 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?

Run Cryptocurrency Thematic Idea Now

Cryptocurrency
Cryptocurrency Theme
Dynamically computed list of top cryptocurrencies sorted bymarket capitalization. The Cryptocurrency theme has 50 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 Cryptocurrency Theme or any other thematic opportunities.
View All  Next Launch
Check out Jpmorgan Equity 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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for Jpmorgan Mutual Fund analysis

When running Jpmorgan Equity's price analysis, check to measure Jpmorgan Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jpmorgan Equity is operating at the current time. Most of Jpmorgan Equity's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jpmorgan Equity's price. Additionally, you may evaluate how the addition of Jpmorgan Equity to your portfolios can decrease your overall portfolio volatility.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Transaction History
View history of all your transactions and understand their impact on performance
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Content Syndication
Quickly integrate customizable finance content to your own investment portal
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Please note, there is a significant difference between Jpmorgan Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Equity'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.