Jpmorgan Chase Financial Etf Performance
| AMJB Etf | 31.63 0.51 1.64% |
The etf retains a Market Volatility (i.e., Beta) of 0.5, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, JPMorgan Chase's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Chase is expected to be smaller as well.
Risk-Adjusted Performance
19 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Chase Financial are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. Despite somewhat abnormal forward-looking indicators, JPMorgan Chase sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | 3Q24 Another Strong Quarter for MidstreamMLP Payouts - ETF Trends | 11/12/2024 |
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JPMorgan Chase Relative Risk vs. Return Landscape
If you would invest 2,778 in JPMorgan Chase Financial on September 2, 2024 and sell it today you would earn a total of 385.00 from holding JPMorgan Chase Financial or generate 13.86% return on investment over 90 days. JPMorgan Chase Financial is currently generating 0.2063% in daily expected returns and assumes 0.8239% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than JPMorgan, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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JPMorgan Chase Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Chase's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Chase Financial, and traders can use it to determine the average amount a JPMorgan Chase's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2504
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Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average JPMorgan Chase is performing at about 19% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JPMorgan Chase by adding it to a well-diversified portfolio.
About JPMorgan Chase Performance
By analyzing JPMorgan Chase's fundamental ratios, stakeholders can gain valuable insights into JPMorgan Chase's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPMorgan Chase has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if JPMorgan Chase has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
JPMorgan Chase is entity of United States. It is traded as Etf on NYSE ARCA exchange.| Latest headline from news.google.com: 3Q24 Another Strong Quarter for MidstreamMLP Payouts - ETF Trends |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Financial. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of JPMorgan Chase Financial 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 Chase's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Chase'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 Chase's market value can be influenced by many factors that don't directly affect JPMorgan Chase'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 Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase'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.