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JVAQX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$40.67
Change
+$0.36 (+0.89%)
Net Assets
9.17B

JVAQX JPMorgan Value Advantage R4 Forecast, Technical & Fundamental Analysis

The investment seeks to provide long-term total return from a combination of income and capital gains... Show more

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

Notable companies

The most notable companies in this group are ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), Capital One Financial (NYSE:COF), ConocoPhillips (NYSE:COP).

Industry description

The investment seeks to provide long-term total return from a combination of income and capital gains. The fund will invest primarily in equity securities across all market capitalizations. Equity securities in which the fund primarily invests include common stocks and real estate investment trusts (REITs). It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large-capitalization companies.

Market Cap

The average market capitalization across the JPMorgan Value Advantage R4 MF is 201.96B. The market cap for tickers in the group ranges from 20.05B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is L at 20.05B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Value Advantage R4 MF was 41%. For the same stocks of the MF, the average monthly volume growth was 37% and the average quarterly volume growth was -17%

Fundamental Analysis Ratings

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

Valuation Rating: 84
P/E Growth Rating: 28
Price Growth Rating: 31
SMR Rating: 31
Profit Risk Rating: 21
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, JVAQX has been closely correlated with VIVIX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if JVAQX jumps, then VIVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JVAQX
1D Price
Change %
JVAQX100%
N/A
VIVIX - JVAQX
88%
Closely correlated
-0.32%
VVIAX - JVAQX
88%
Closely correlated
-0.34%
DOXGX - JVAQX
83%
Closely correlated
-0.21%
RMEBX - JVAQX
40%
Loosely correlated
N/A
RMFEX - JVAQX
40%
Loosely correlated
+0.10%
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