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JHQPX JPMorgan Hedged Equity R5 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), NVIDIA Corp (null:NVDA), Apple (null:AAPL), Amazon.com (null:AMZN), Alphabet (null:GOOGL), Meta Platforms (null:META), Exxon Mobil Corp (null:XOM), Mastercard (null: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. The advisor uses an enhanced index strategy to invest in these equity securities, which primarily consist of common stocks of large capitalization U.S. companies. 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 R5 MF is 1.85T. The market cap for tickers in the group ranges from 446.3B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MA at 446.3B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Hedged Equity R5 MF was -1%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -66%

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: 68
Price Growth Rating: 30
SMR Rating: 27
Profit Risk Rating: 15
Seasonality Score: 21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JHQPX
1D Price
Change %
JHQPX100%
+0.36%
JHQRX - JHQPX
100%
Closely correlated
+0.36%
JHEQX - JHQPX
100%
Closely correlated
+0.36%
JHQAX - JHQPX
100%
Closely correlated
+0.37%
JHQCX - JHQPX
100%
Closely correlated
+0.37%
GTENX - JHQPX
96%
Closely correlated
+0.33%
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