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JHDCX JPMorgan Hedged Equity 2 C Forecast, Technical & Fundamental Analysis

Category Unknown
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), Mastercard (NYSE:MA).

Industry description

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets plus the amount of borrowings for investment purposes. It will also systematically purchase and sell exchange traded put options and sell exchange traded call options, employing an option overlay known as a "Put/Spread Collar" strategy. The fund's investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index.

Market Cap

The average market capitalization across the JPMorgan Hedged Equity 2 C MF is 1.95T. The market cap for tickers in the group ranges from 446.3B to 3.57T. NVDA holds the highest valuation in this group at 3.57T. The lowest valued company is MA at 446.3B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Hedged Equity 2 C MF was 9%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -9%

Fundamental Analysis Ratings

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

Valuation Rating: 80
P/E Growth Rating: 65
Price Growth Rating: 34
SMR Rating: 27
Profit Risk Rating: 15
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Equity Hedged
Address
JPMorgan Trust IV270 Park AvenueNew York
Phone
N/A
Web
www.jpmorganfunds.com
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JHDCX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JHDCX
1D Price
Change %
JHDCX100%
+1.36%
JHQAX - JHDCX
88%
Closely correlated
+1.65%
JHEQX - JHDCX
88%
Closely correlated
+1.64%
JHQCX - JHDCX
87%
Closely correlated
+1.63%
JHQRX - JHDCX
87%
Closely correlated
+1.64%
JHQPX - JHDCX
87%
Closely correlated
+1.64%