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JCPRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$24.22
Change
+$0.07 (+0.29%)
Net Assets
3.54B

JCPRX JPMorgan US Large Cap Core Plus R5 Forecast, Technical & Fundamental Analysis

The investment seeks to provide a high total return from a portfolio of selected equity securities... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Mastercard (NYSE:MA), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks to provide a high total return from a portfolio of selected equity securities. Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the S&P 500 Index.

Market Cap

The average market capitalization across the JPMorgan US Large Cap Core Plus R5 MF is 2.47T. The market cap for tickers in the group ranges from 296.73B to 4.58T. NVDA holds the highest valuation in this group at 4.58T. The lowest valued company is UNH at 296.73B.

Volume

The average weekly volume growth across all stocks in the JPMorgan US Large Cap Core Plus R5 MF was -71%. For the same stocks of the MF, the average monthly volume growth was -78% and the average quarterly volume growth was -81%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 51
P/E Growth Rating: 62
Price Growth Rating: 45
SMR Rating: 25
Profit Risk Rating: 31
Seasonality Score: -21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com
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JCPRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JCPRX has been closely correlated with VTSMX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if JCPRX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JCPRX
1D Price
Change %
JCPRX100%
+0.29%
VTSMX - JCPRX
98%
Closely correlated
+0.31%
VITSX - JCPRX
98%
Closely correlated
+0.31%
VSMPX - JCPRX
98%
Closely correlated
+0.31%
VSTSX - JCPRX
98%
Closely correlated
+0.31%
VTSAX - JCPRX
98%
Closely correlated
+0.32%
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