+Compare
JLPZX
Mutual Fund ticker: NASDAQ
AS OF
Feb 29 closing price
Price
$15.83
Change
-$0.00 (-0.00%)
Net Assets
1.87B

JLPZX JPMorgan US Large Cap Core Plus R2 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

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

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 Russell 1000 and the S&P 500 Indices.

Market Cap

The average market capitalization across the JPMorgan US Large Cap Core Plus R2 MF is 810.84B. The market cap for tickers in the group ranges from 64.05B to 3.07T. MSFT holds the highest valuation in this group at 3.07T. The lowest valued company is NXPI at 64.05B.

Volume

The average weekly volume growth across all stocks in the JPMorgan US Large Cap Core Plus R2 MF was -53%. For the same stocks of the MF, the average monthly volume growth was -62% and the average quarterly volume growth was -40%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 47
Price Growth Rating: 51
SMR Rating: 34
Profit Risk Rating: 19
Seasonality Score: 24 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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 %
NSMVX37.68N/A
N/A
North Star Micro Cap I
RSENX18.96N/A
N/A
Victory Sophus Emerging Markets Y
TSYIX11.00N/A
N/A
AMG TimesSquare Global Small Cap I
FOPIX20.01N/A
N/A
Fidelity Advisor Intl Sm Cap Opps I
ACGMX21.27N/A
N/A
Invesco Growth and Income Y

JLPZX and

Correlation & Price change

A.I.dvisor indicates that over the last year, JLPZX has been loosely correlated with VFINX. These tickers have moved in lockstep 38% of the time. This A.I.-generated data suggests there is some statistical probability that if JLPZX jumps, then VFINX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JLPZX
1D Price
Change %
JLPZX100%
N/A
VFINX - JLPZX
38%
Loosely correlated
N/A
FXAIX - JLPZX
38%
Loosely correlated
N/A
VFFSX - JLPZX
37%
Loosely correlated
N/A
VFIAX - JLPZX
37%
Loosely correlated
N/A
VTSAX - JLPZX
35%
Loosely correlated
N/A
More