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JUECX JPMorgan US Equity C Forecast, Technical & Fundamental Analysis

Category LargeBlend
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), Unitedhealth Group (NYSE:UNH), ABBVIE (NYSE:ABBV), Wells Fargo & Co (NYSE:WFC), NXP Semiconductors NV (NASDAQ:NXPI).

Industry description

The investment seeks to provide high total return from a portfolio of selected equity securities. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.

Market Cap

The average market capitalization across the JPMorgan US Equity C MF is 1.55T. The market cap for tickers in the group ranges from 57.54B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is NXPI at 57.54B.

Volume

The average weekly volume growth across all stocks in the JPMorgan US Equity C MF was -20%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -26%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 57
Price Growth Rating: 38
SMR Rating: 25
Profit Risk Rating: 17
Seasonality Score: 20 (-100 ... +100)
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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
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JUECX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JUECX has been closely correlated with VTSMX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if JUECX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JUECX
1D Price
Change %
JUECX100%
+0.08%
VTSMX - JUECX
98%
Closely correlated
+0.54%
VSMPX - JUECX
98%
Closely correlated
+0.53%
VITSX - JUECX
98%
Closely correlated
+0.54%
VSTSX - JUECX
98%
Closely correlated
+0.54%
VTSAX - JUECX
98%
Closely correlated
+0.54%
More