MENU
+Compare
JLPSX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$23.27
Change
+$0.08 (+0.34%)
Net Assets
3.46B

JLPSX JPMorgan US Large Cap Core Plus I Forecast, Technical & Fundamental Analysis

The investment seeks to provide a high total return from a portfolio of selected equity securities... Show more

Category: #Large Blend
Interact to see
Advertisement
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), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Mastercard (NYSE:MA), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks to provide a high total return from a portfolio of selected equity securities. Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the S&P 500 Index.

Market Cap

The average market capitalization across the JPMorgan US Large Cap Core Plus I MF is 2.26T. The market cap for tickers in the group ranges from 273.78B to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is UNH at 273.78B.

Volume

The average weekly volume growth across all stocks in the JPMorgan US Large Cap Core Plus I MF was 57%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 100
Price Growth Rating: 35
SMR Rating: 100
Profit Risk Rating: 31
Seasonality Score: -68 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GTCIX19.520.07
+0.36%
Glenmede Disciplined International EqPtf
HASCX43.370.03
+0.07%
Harbor Small Cap Value Instl
FISPX8.66N/A
N/A
Federated Hermes Max-Cap Index IS
VCGAX35.52N/A
N/A
VALIC Company I Systematic Core Fund
HILCX23.14N/A
N/A
Hartford International Value C

JLPSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JLPSX has been closely correlated with VTSMX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if JLPSX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JLPSX
1D Price
Change %
JLPSX100%
N/A
VTSMX - JLPSX
94%
Closely correlated
N/A
VTSAX - JLPSX
94%
Closely correlated
N/A
VSMPX - JLPSX
94%
Closely correlated
N/A
VSTSX - JLPSX
94%
Closely correlated
N/A
VITSX - JLPSX
94%
Closely correlated
N/A
More