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JDEAX JPMorgan US Research Enhanced Equity A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Exxon Mobil Corp (NYSE:XOM), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).

Industry description

The investment seeks to provide a consistently high total return from a broadly diversified portfolio of equity securities with risk characteristics similar to the Standard and Poor's 500 Composite Stock Price Index (S&P 500 Index). Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. It primarily invests in the common stocks of U.S. companies in the S&P 500 Index (which includes both large cap and mid cap companies). The fund may also invest in securities not included within the S&P 500 Index.

Market Cap

The average market capitalization across the JPMorgan US Research Enhanced Equity A MF is 1.77T. The market cap for tickers in the group ranges from 446.3B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is MA at 446.3B.

Volume

The average weekly volume growth across all stocks in the JPMorgan US Research Enhanced Equity A MF was 54%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 61
Price Growth Rating: 36
SMR Rating: 34
Profit Risk Rating: 14
Seasonality Score: -2 (-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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JDEAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JDEAX has been closely correlated with VFFSX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if JDEAX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JDEAX
1D Price
Change %
JDEAX100%
-1.46%
VFFSX - JDEAX
100%
Closely correlated
-1.31%
VTSMX - JDEAX
99%
Closely correlated
-1.31%
VSMPX - JDEAX
99%
Closely correlated
-1.30%
VITSX - JDEAX
99%
Closely correlated
-1.31%
VTSAX - JDEAX
99%
Closely correlated
-1.31%
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