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OIEPX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
44.73B

OIEPX JPMorgan Equity Income R3 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Unitedhealth Group (NYSE:UNH), Exxon Mobil Corp (NYSE:XOM), ABBVIE (NYSE:ABBV), Comcast Corp (NASDAQ:CMCSA), Philip Morris International (NYSE:PM), ConocoPhillips (NYSE:COP), Bristol-Myers Squibb Co (NYSE:BMY), Analog Devices (NASDAQ:ADI), CME Group (NASDAQ:CME).

Industry description

The investment seeks capital appreciation and current income. Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred securities convertible to common stock. "Assets" means net assets, plus the amount of borrowings for investment purposes. Although the fund invests primarily in securities of large cap companies, it may invest in equity investments of companies across all market capitalizations.

Market Cap

The average market capitalization across the JPMorgan Equity Income R3 MF is 157.88B. The market cap for tickers in the group ranges from 60.37B to 502.78B. UNH holds the highest valuation in this group at 502.78B. The lowest valued company is APD at 60.37B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Equity Income R3 MF was -9%. For the same stocks of the MF, the average monthly volume growth was -43% and the average quarterly volume growth was -24%

Fundamental Analysis Ratings

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

Valuation Rating: 37
P/E Growth Rating: 53
Price Growth Rating: 49
SMR Rating: 42
Profit Risk Rating: 41
Seasonality Score: 4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Jpmorgan Trust II245 Park AvenueNew York
Phone
(800) 480-4111
Web
www.jpmorganfunds.com
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OIEPX and

Correlation & Price change

A.I.dvisor indicates that over the last year, OIEPX has been closely correlated with FFFMX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if OIEPX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OIEPX
1D Price
Change %
OIEPX100%
-0.04%
FFFMX - OIEPX
79%
Closely correlated
+0.04%
FFMMX - OIEPX
78%
Closely correlated
+0.04%
VIVAX - OIEPX
59%
Loosely correlated
-0.05%
VIVIX - OIEPX
57%
Loosely correlated
-0.05%
VVIAX - OIEPX
57%
Loosely correlated
-0.05%
More