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JEPRX JPMorgan Equity Premium Income R6 Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (null:MSFT), Amazon.com (null:AMZN), Meta Platforms (null:META), VISA (null:V), Mastercard (null:MA), ABBVIE (null:ABBV), Accenture PLC (null:ACN), Intuit (null:INTU).

Industry description

The investment seeks current income while maintaining prospects for capital appreciation. The investment objective of the fund is to seek current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500.

Market Cap

The average market capitalization across the JPMorgan Equity Premium Income R6 MF is 829.63B. The market cap for tickers in the group ranges from 67.38B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TT at 67.38B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Equity Premium Income R6 MF was 11%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was -46%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 63
Price Growth Rating: 36
SMR Rating: 36
Profit Risk Rating: 16
Seasonality Score: 46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Derivative Income
Address
JPMorgan Trust IV270 Park AvenueNew York
Phone
N/A
Web
www.jpmorganfunds.com
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JEPRX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEPRX
1D Price
Change %
JEPRX100%
N/A
JEPSX - JEPRX
100%
Closely correlated
N/A
JEPCX - JEPRX
99%
Closely correlated
N/A
JEPAX - JEPRX
95%
Closely correlated
N/A
JEPIX - JEPRX
91%
Closely correlated
+0.34%
BHEIX - JEPRX
81%
Closely correlated
+0.71%
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