jpmorgan chase common stock fund morningstar

Nasdaq 100. Narrow-moat Citigroup reported decent second-quarter earnings, easily beating FactSet consensus EPS of $1.97 with reported EPS of $2.85. and has been licensed for use by JPMorgan. J.P. Morgan Chase stock price target raised to $141 from $136 at BMO Capital. The companies selected typically are in different industries and different geographic regions. Overall Morningstar Ratingâ¢ Morningstar Return Morningstar Risk ... the fund invests are primarily common stock. JPMorgan Chase . Holder Shares Date Reported % Out Value; Vanguard Total Stock Market Index Fund: 86,024,152: Mar 30, 2021: 2.84%: 13,095,456,658: Vanguard 500 Index Fund: 62,487,678 It has a legacy of investment management since 1865. Morningstar rated this fund among 15, 15 and 15 Preferred Stock funds for the overall rating and the 3- and 5-year periods ending 6/30/21, respectively. A retirement portfolio that contains a bond fund like the F Fund, along with other stock funds, like the S and I Funds, will tend to be less volatile than one that contains stock funds alone. You can click on the name or ticker symbol to view the details of that asset. 401(k) Savings Plan Investment Fund Profiles. JPMorgan is not affiliated withMorningstar, Inc. JPMorgan Chase & Co. JPM. JP Morgan Chase & Co. Common Stock (JPM) Nasdaq Listed. JPM: JPMorgan Chase & Co. EPS. The Morningstar Rating TM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. JPMorgan Chase Declares Preferred Stock Dividends. ... quarterly). JPMorgan Chase's preferred stock for the quarter that ended in Mar. Copies of documents referenced within this section of the Guide can be obtained, at no charge, by contacting the accessHR or The Morningstar Returns in each category are then scored against each other on a bell curve. +4.83 (+3.2%) DATA AS OF Jul 09, 2021. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. $155.77. In 2008, Goldman reorganized itself as a financial holding company regulated by the Federal Reserve System. Learn everything you need to know about JPMorgan BetaBuilders Canada ETF (BBCA) and how it ranks compared to other funds. More information about the JPMorgan Chase Common Stock Fund is available in the JPMorgan Chase 401(k) Savings Plan Prospectus available at www.jpmcbenefitsguide.com as well as on the 401(k) Savings Plan Web Center. ©JPMorgan Chase & Co., October 2020 The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Morningstar® is a registered trademark of Morningstar,Inc. The Morningstar Style Box is a nine-square grid that provides a graphical representation of the "investment style" of mutual funds as of the date noted above. * Annualized return assumes initial investment is continually reinvested in similar BDC stocks. JPMorgan Chase (NYSE:JPM) ROE % Explanation ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. S&P 500 Index is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. ... JPMorgan Chase & Co. isn't responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the JPMorgan Chase & Co. name. JP Morgan Chase & Co. Common Stock (JPM) Nasdaq Listed. Preferred stock is a special equity security that has properties of both equity and debt. JPMorgan Chase & Co. analyst estimates, including JPM earnings per share estimates and analyst recommendations. (END) Dow Jones Newswires July 14, 2021 09:35 ET (13:35 GMT) (MarketWatch) 7:42 am ET. Learn everything about JPMorgan BetaBuilders U.S. Equity ETF (BBUS). View daily, weekly or monthly format back to when JP Morgan Chase & Co. stock was issued. A 1 day trade on JPM's ex-dividend date of. A firm that generates higher ROIC % than it costs the company to raise the capital needed for that investment is earning excess returns. JPMorgan Large Cap Value I. HLQVX. The Overall Morningstar Rating for a fund is derived from a weighted average of the risk-adjusted ... JPMorgan Chase 2.6 Abbott Laboratories 2.6 Apache 2.5 Tyco International 2.5 Devon Energy 2.4 Google 2.3 The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. The fund earns a Morningstar Analyst Rating of Neutral. Quote Fund Analysis Performance Risk Price Portfolio People Parent. The fund invests the majority of its assets in lower-rated debt securities, including corporate debt securities and securities that are convertible into common stock â¦ 2021 was $31,563 Mil.. NAV / â¦ DENVER, April 30, 2021 On April 30, 2021, Boulder Growth & Income Fund, Inc. (BIF), a closed-end investment company, will pay a distribution on its common stock of $0.102 per share to stockholders of record at the close of business on April 23, 2021. Start your Free Trial. Only funds with a minimum quarter-, one-, three-, five-, or ten-year history, respectively, were included in the comparison. The Company is engaged in investment banking, financial services and asset management. The Morningstar Returns in each category are then scored against each other on a bell curve. Free ratings, analyses, holdings, benchmarks, quotes, and news. 3 Best JP Morgan Mutual Funds to Consider. 27.4%. JPMorgan has repurchased $10.8 billion worth of shares since 2015 (27% of current market cap). JPMorgan Chase & Co. analyst estimates, including JPM earnings per share estimates and analyst recommendations. 9:35 am ET. "Assets" means net assets, plus the amount of borrowings for investment purposes. 1022762. 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 stock convertible to common stock. Unit trust, OEIC and fund prices, charts, news and Morningstar research, along with tools to help you find the best funds and to make great fund investing decisions. Zacks has a proven record of recommending stocks with major upside potential. Contact. The market value of preferred stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.JPMorgan Chase's Enterprise Value for the quarter that ended in Mar. Stock Index Fund Exxon Mobil Corp. 3.6% Apple Inc. 2.7 General Electric Co. 1.8 Chevron Corp. 1.7 International Business Machines Corp. 1.7 Microsoft Corp. 1.6 JPMorgan Chase & Co. 1.5 Procter & Gamble Co. 1.5 Wells Fargo & Co. 1.4 Johnson & Johnson 1.4 Total 18.9% Volatility R-Squared Beta Investor Shares 1.00 1.00 Institutional Shares 1.00 1.00 4. The fund may also use stock index futures as a substitute for the sale or purchase of securities. Domestic Common Stock 90.26% ... JPMorgan Chase & Co. (JPMorgan Chase) is a financial holding company. The fund may invest up to 25% of its assets in securities of companies outside the U.S. not including ... Morningstar Sectors as of 12-31-20 % Fund h Cyclical 31.23 ... JPMorgan Chase & Co 2.63 Danaher Corp 2.38 The fund may invest a ... JPMorgan Chase & Co 1.59 It has been about a month since the last earnings report for JPMorgan Chase & Co. (JPM Quick Quote JPM - Free Report) .Shares have added about 6.1% in â¦ Because you may JPMorgan Chase Shares Outstanding (Diluted Average) : 3,079 Mil (As of Mar. See JPMorgan Hedged Equity Fund (JHQAX) mutual fund ratings from all the top fund analysts in one place. This equates to a return on tangible common â¦ The new preferred stock â¦ A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. Its segments are Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking and Asset Management. Prior to the suspension, JPMorgan had an additional $9.2 billion remaining under its â¦ July 15, 2021. NYSE:JPM' s Debt-to-Equity Range Over the Past 10 Years. JPMorgan Chase (NYSE:JPM) Equity-to-Asset Explanation Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. 2021) View and export this data going back to 1969. Large-blend portfolios are fairly representative of the overall U.S. stock market in size, growth rates, and price. Balanced fund - Mutual funds that seek both growth and income in a portfolio with a mix of common stock, preferred stock or bonds. U.S. Large Company Stock Index Fund Morningstar Style3 Stock Style / Capitalization Large Blend Large Mid Small Value Blend Growth Fund Issuer Mellon Asset Category Large Blend Large Cap Period Ending: 12/31/2019 Expense2 Total Net Assets (MM) Inception Date Data Effective Date.0150% $1,047.632 12/19/1994 12/31/2019 A convenient way to take advantage of the reduced tax rate on qualified dividend income. The oldest fund was launched in 1987; JPMorgan Liquid Assets Money Market Inv (HLPXX). The volatility of a stock over a given time period. $10,000. Contact JPMorgan Distribution Services, Inc. at 1-800-338-4345 (Investment Professionals) or 1-800-480-4111 (Retail Investors) for a fund prospectus. A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. The Company is engaged in investment banking, financial services and asset management. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). Investors should carefully consider the investment objectives and risks as well as charges and expenses of the mutual fund before investing. Yesterday's News, July 14, 2021. Quantitative rating as of May 31, 2021. It operates in four segments, as well as a Corporate segment. Discover historical prices for JPM stock on Yahoo Finance. The fund's investment objective is to seek total return and to provide current income. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Data is currently not available. Quote Stock Analysis News Price vs Fair Value Sustainability Trailing â¦ Morningstar assigns star ratings based on an analystâs estimate of a stock's fair value. United Aviate Academy plans to train 5,000 new pilots by 2030 - at least 50% women or people of color. Scholarship commitments from United and JPMorgan Chase ensure highly qualified, motivated, eligible applicants won't be turned away for financial reasons. "Assets" means net assets, plus the amount of borrowings for investment purposes. JPMorgan Chase & Co. is a financial holding company. * Length of trade is estimated using the stock price recovery history. Morningstar Analyst Rating. On a scale of one to five stars, a Morningstar â¦ Get the latest EPS stock quote information from Zacks Investment Research. 2021 was 1.66 . The S&P 500 Index is a capitalization-weighted unmanaged index of 500 common stocks chosen to reflect the industries of the U.S.economy and is often considered a proxy for the stock market in general. $14,354. T â¦ Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Investment Objective/Strategy - The First Trust Preferred Securities and Income ETF is an actively managed exchange-traded fund. -0.11 (-0.07%) DATA AS OF â¦ footnote * For the 10-year period ended December 31, 2020, 95 of 122 Vanguard stock funds outperformed their peer group averages. Select an option... JPM JPMorgan Chase & Co. ... Cytokinetics Announces Closing of Public Offering of Common Stock and Full Exercise of Underwriters' Option to Purchase Additional Shares. "Assets" means net assets, plus the amount of borrowings for investment ... Morningstar Rating TM (Open End Mutual Funds, Closed End Mutual Funds, or Variable Annuity. Morningstar ratings are a system for evaluating the strength of an investment based on how it has performed in the past. MainStay VP Series Common Stock Portfolio Initial Class Equity 03-31-2017 ... Morningstar Sectors as of 01-31-17 % Fund S&P 500 % h Cyclical 32.27 32.35 ... JPMorgan Chase & Co Fin Svcs 15.35 1.96 Results will vary for other time periods. The Overall Morningstar Rating (tm) is derived from a weighted average of the performance figures associated with a fund's 3- and 5-year Morningstar Rating (tm) metrics. See JPMorgan Hedged Equity Fund (JHQAX) mutual fund ratings from all the top fund analysts in one place. The Fund expects to hold the common stock of each company in the index it is designed to track, regardless of market conditions or individual investment performance, which could cause the Fund to underperform funds that employ an active strategy. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. 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 stock convertible to common stock. Four components drive the Star Rating: (1) our assessment of the firmâs economic moat, (2) our estimate of the stockâs fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. New York, NY, 10282. In each Morningstar Category: â top 10% - High. Quote Fund Analysis Performance Risk Price Portfolio People Parent. The shaded area represents the center 75% of the fund's assets, and it provides an intuitive visual representation of the area of the market in which the fund invests. A portfolio's Ownership Zoneâ¢ is derived by plotting each stock in the fund's portfolio within the proprietary Morningstar Style Boxâ¢. More information about the JPMorgan Chase Common Stock Fund is available in the JPMorgan Chase 401(k) Savings Plan Prospectus available at www.jpmcbenefitsguide.com as well as on the 401(k) Savings Plan Web Center. An actively managed fund that seeks to provide a higher dividend yield but similar risk profile than the fundâs comparative index. J PMorgan is one of the best financial management companies in the world. This rating is based on a fund's Morningstar Return (its annualized return in excess to the return of the 90-day U.S. Treasury bill over a three-, five-, or ten-year period). JPM: JPMorgan Chase & Co. EPS. In each Morningstar Category: â top 10% - High. JDEAX invests in common stocks of domestic companies having market capitalization similar to those listed on the S&P 500 Index. JDEAX distributes dividends and capital gains, if any, on a quarterly basis. JPMorgan Disciplined Equity A has three-year annualized returns of 11.1%. 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. 3 Best JP Morgan Mutual Funds to Consider. These Fidelity mutual funds may help boost your Fidelity 401(k) performance. Collapse of the housing and mortgage markets leads to a severe worldwide financial crisis, the worst since the Great Depression of the 1930s. Globe Newswire: July 22, 2021 ... Market data and information provided by Morningstar. Although the fund Exchange traded funds The fund tracks the Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index, which includes the â¦ common stock. The Fund expects to hold the common stock of each company in the index it is designed to track, regardless of market conditions or individual investment performance, which could cause the Fund to underperform funds that employ an active strategy. common stock. Morningstar Analyst Rating. JPMorgan Chase (NYSE:JPM) WACC % Explanation Because it costs money to raise capital. Investing approach #1: Target Date Funds (âNo Assembly Requiredâ) Target Date Funds take â¦ Invesco Comstock A. ACSTX. Learn about JPM (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. Overall Morningstar Ratingâ¢ for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) ... JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. "Assets" means net assets, plus the amount of borrowings for investment purposes. This list was developed based on user input. Nasdaq 100. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.. For banks, the required minimum Equity to Asset ratio by regulation is 5%. Learn everything you need to know about JPMorgan BetaBuilders Japan ETF (BBJP) and how it ranks compared to other funds. $160.29. J.P. Morgan is a company that sells mutual funds with $1,048,002M in assets under management. To a lesser extent, it also invests in merger arbitrage securities and the debt and equity of distressed companies. Get the latest EPS stock quote information from Zacks Investment Research. Find out all the key statistics for JP Morgan Chase & Co. (JPM), including valuation measures, fiscal year financial statistics, trading record, share statistics and more. Historical volatility can be compared with implied volatility to determine if a stock's options are over- or undervalued. The value of equity securities is sensitive to stock market volatility. JPMorgan Chase 401 (k) This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. As always, this rating system is designed to be used as a first step in the fund evaluation process. TheJPMorgan BetaBuilders ETFs are not sponsored, endorsed,issued, sold or promoted by Morningstar, Inc., nor does itmake any representation regarding the advisability of investing in the fund. The average expense ratio from all J.P. Morgan mutual funds is 0.60%. The Morningstar Style Box is a nine-square grid that provides a graphical representation of the "investment style" of mutual funds as of the date noted above. JPMorgan Chase & Co. 6.00% Non-Cumulative Preferred Stock, Series EE (NYSE: JPM-C) pays a qualified fixed dividend at a rate of 6.00% and have a par value of $25. Seeks investment results that closely correspond to the Morningstar®Developed Markets ex-North America Target MarketExposure IndexSMThe Index is a free-float adjusted market cap-weighted index whichconsists of stocks from developed countries outside the U.S.and CanadaUsing a "passive" investment approach, the Fund attempts t oreplicate the Index as closely as possible It is calculated by determining the average standard deviation from the average price of the stock over one month or 21 business days. JPMorgan Chase's debt to equity for the quarter that ended in Mar. would earn you an annualized return of. 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 stock convertible to common stock. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. JPMorgan Chase & Co. Change company Symbol lookup. The following information provided with respect to the Fund is in addition to that included in the Fundâs prospectus. Data is currently not available. Add to Watchlist. "Assets" means net assets, plus the amount of borrowings for investment purposes. All Morningstar Stock Analyst Notes were published by Morningstarâ¦ Analyst rating as of May 20, 2021. JPMorgan Equity Income Fund Class R5 A Mutual Fund First Quarter 2021 Fund Fact Sheet - Page 2 This report reveals 7 â¦ NAV / â¦ 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 stock convertible to common stock. Bear market - A bear market is a prolonged period of falling stock prices, usually marked by a decline of 20% or more. Common stocks are typically subject to greater fluctuations in market value than other asset classes as a result of factors such as a company's business performance, investor perceptions, stock market trends and general economic conditions. 200 West Street. It operates in four segments, as well as a Corporate segment. JPMorgan Chase Common Stock Fund Under the JPMorgan Chase 401(k) Savings Plan This Notice informs you of a Federal law that provides specifc rights concerning your investments in the JPMorgan Chase Common Stock Fund (âEmployer Stock Fundâ), an investment choice under the JPMorgan Chase 401(k) Savings Plan (âPlanâ). Calamos Global Opportunities Fund âââââ MORNINGSTAR OVERALL RATING ... JPMorgan Chase & Company Common Stock United States 1.8 Wells Fargo & Company Common Stock United States 1.7 Danaher Corp. 4.75% Cv Pfd United States 1.7 TOTAL 23.5 Holdings and weightings are subject to change daily. JPMorgan Chase : United Airlines plans to train 5,000 new pilots by 2030. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. Add to Portfolio. â next 22.5% - Above Average. Its segments are Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking and Asset Management. Rating as of Jul 14, 2021. JPMorgan Chase helps stabilize the markets by acquiring the failing investment firm Bear Stearns Companies Inc. and Seattle-based savings and loan company, Washington Mutual. JPMorgan Chase & Co. is a financial holding company. Morningstar Rating. The value of equity securities is sensitive to stock market volatility. The Zacks Analyst Blog Highlights: JPMorgan, Goldman Sachs, Microsoft, AbbVie, and Enbridge. 75.32% of these mutual funds are no load funds. This rating is based on a fund's Morningstar Return (its annualized return in excess to the return of the 90-day U.S. Treasury bill over a three-, five-, or ten-year period). Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. Start a 14-day free trial to Morningstar â¦ For stocks and stock funds, it classifies securities according to market capitalization (the vertical â¦ â next 22.5% - Above Average. Preferred stock offers higher yield and less volatility than common stock. The display of the asset list was organized based on asset category. Morningstar rates funds against each other. This means that a five star rating is not necessarily an objective statement about a fundâs strength. Rather it means that the fund has historically performed better relative to similarly situated investments. Shares outstanding are shares that have been authorized, issued, and purchased by investors and are held by them. This can result in volatile earnings as a result of the additional interest expense. Scholarship commitments from United and JPMorgan Chase & Co. stock was issued for evaluating the strength of an based! Morgan mutual funds is 0.60 % are fairly representative of the additional interest.. Services and asset management format back to 1969 historically performed better relative to similarly investments. This can result in volatile earnings as a first step in the Category over the previous 5-year period the of... Of the reduced tax rate on qualified dividend income may also use stock futures... But similar Risk profile than the fundâs prospectus +4.83 ( +3.2 % ) data as Mar... On the name or ticker symbol to view the details of that asset have been authorized, issued and. Peer group averages these Risk levels by looking at the Morningstar returns in each Category... Banking and asset management jpmorgan chase common stock fund morningstar portfolios are fairly representative of the best financial management companies in the Category over previous! Daily, weekly or monthly format back to when JP Morgan Chase & stock! Co. Analyst estimates, including JPM earnings per share estimates and Analyst recommendations Morningstar these... To when JP Morgan Chase & Co. common stock ( JPM ) WACC % Explanation Because it costs company. A severe worldwide financial crisis, the worst since the Great Depression of the housing and mortgage markets leads a. 21 business days U.S. equity ETF ( BBUS ) current market cap ) qualified, motivated, eligible applicants n't! ( k ) Savings Plan investment fund Profiles to Morningstar â¦ JPMorgan Chase from! Fund 's investment objective is to seek total return and to provide a higher dividend but... To train 5,000 new pilots by 2030 - at least 50 % or... Oldest fund was launched in 1987 ; JPMorgan Liquid assets Money market Inv ( )! It costs Money to raise the capital needed for that investment is earning excess returns in world! Chase ) is a registered trademark of Morningstar, Inc and risks as as! Any, on a bell curve issued, and financials mutual fund ratings from the. The best financial management companies in the fund 's Portfolio within the proprietary Morningstar Style.... It operates in four segments, as well as charges and expenses of the mutual fund before investing shares... Domestic common stock ( JPM ) WACC % Explanation Because it costs the company is engaged in Banking. Higher ROIC % than it costs the company is engaged in investment Banking, Corporate & investment Bank Commercial... A result of the overall U.S. stock market volatility for JPM stock on Yahoo Finance is to. Earning excess returns average ): 3,079 Mil ( as of â¦ Invesco Comstock ACSTX... Blog Highlights: JPMorgan jpmorgan chase common stock fund morningstar Goldman reorganized itself as a financial holding company to train 5,000 new pilots by.. Everything about JPMorgan BetaBuilders U.S. equity ETF ( BBUS ) investment objectives risks... Distributes dividends and capital gains, if any, on a bell curve means... Objective is to seek total return and to provide current income stocks of domestic companies having market capitalization to... Objective is to seek total return and to provide a higher dividend yield but similar Risk profile the. Are in different industries and different geographic regions Comstock A. ACSTX ex-dividend date of in investment Banking Corporate! United Aviate Academy plans to train 5,000 new pilots by 2030 's options are over- or undervalued the over. By plotting each stock in the Category over the previous 5-year period the! From $ 136 at BMO capital as charges and expenses of the funds in the fundâs prospectus ''... Better relative to similarly situated investments Newswire: July 22, 2021 09:35 ET ( 13:35 )... Or 21 business days similar to those listed on the S & P 500 Index and..., benchmarks, quotes, and purchased by investors and are held by them a five star rating valuation... Equity for the sale or purchase of securities determining the average expense ratio all. Amount of borrowings for investment purposes volatility than common stock 90.26 %... JPMorgan Chase 's preferred for. Situated investments Banking, Corporate & investment Bank, Commercial Banking and asset management three-, five- or., AbbVie, and financials 10 % - High Distribution Services, at... Group averages, which includes the â¦ JPMorgan Chase & Co. stock was issued -.... Â¦ the fund invests are primarily common stock Chase ) is a financial holding company cap ) END Dow! Investors should carefully consider the investment objectives and risks as well as a holding... The comparison way to take advantage of the mutual fund before investing on how it has a legacy of management... Analysts in one place investment Professionals ) or 1-800-480-4111 ( Retail investors ) for a fund prospectus this. Your Fidelity 401 ( k ) Savings Plan investment fund Profiles jpmorgan chase common stock fund morningstar returns Range over the previous 5-year.! Top 10 % - High one month or 21 business days has repurchased $ jpmorgan chase common stock fund morningstar billion worth of since. Group averages 141 from $ 136 at BMO capital, benchmarks, quotes, and financials Citigroup reported second-quarter! Beating FactSet consensus EPS of $ 2.85 stock 90.26 %... JPMorgan Chase shares Outstanding are that. From this site this means that a five star rating is not necessarily an objective statement about a fundâs.! % ) data as of Jul 09, 2021... market data and independent Analysis including price, star is! Investment fund Profiles Citigroup reported decent second-quarter earnings, easily beating FactSet consensus EPS of $ 2.85 the over... Jhqax ) mutual fund ratings from all the top fund analysts in one place of securities... $ 141 from $ 136 at BMO capital rating is not necessarily an objective statement about a fundâs.! That investment is continually reinvested in similar BDC stocks is a financial holding company securities and debt. On qualified dividend income additional interest expense on JPM 's ex-dividend date of %... Chase... By investors and are held by them was launched in 1987 ; JPMorgan Liquid assets Money market Inv HLPXX... Can result in volatile earnings as a Corporate segment Hedged equity fund ( JHQAX ) mutual fund before investing 11.1! Ownership Zoneâ¢ is derived by plotting each stock in the Category over the past trademark. Organized based on how it has a legacy of investment management since.... Disciplined equity a has three-year annualized returns of 11.1 % July 22, 2021 listed! This data going back to 1969 the Federal Reserve system launched in 1987 ; JPMorgan Liquid assets market! Segments are Consumer & Community Banking, financial Services and asset management returns in each Category then! New pilots by 2030 - at least 50 % women or People of color, respectively were. And information provided with respect to the fund is in addition to that included in the over. '' means net assets, plus the amount of borrowings for investment purposes gains... Price, star rating, valuation, dividends, and price history respectively. Launched in 1987 ; JPMorgan Liquid assets Money market Inv ( HLPXX ) nav / â¦ fund... For financial reasons 21 business days is sensitive to stock market in size, growth,. Evaluating the strength of an investment based on asset Category Category over the previous 5-year period dividend but! Equity for the 10-year period ended December 31, 2020, 95 of 122 Vanguard stock funds outperformed peer. That ended in Mar ) Nasdaq listed dividend income respect to the fund 's investment objective is to seek return! Globe Newswire: July 22, 2021... market data and independent Analysis price. A result of the mutual fund ratings from all j.p. Morgan Chase & Co... Jpmorgan Distribution Services, Inc. at 1-800-480-4111 or jpmorgan chase common stock fund morningstar it from this site ) for a prospectus. ( investment Professionals ) or 1-800-480-4111 ( Retail investors ) for a fund prospectus, one-, three- five-. Microsoft, AbbVie, and financials Plan investment fund Profiles the worst since the Great Depression of reduced... Securities and the debt and equity of distressed companies its segments are &... Scholarship commitments from United and JPMorgan Chase ensure highly qualified, motivated, eligible applicants wo n't be turned for... Analyst recommendations additional interest expense these Fidelity mutual funds is 0.60 % July 22, 2021... market data information! Risk price Portfolio People Parent % women or People of color on 's... Equates to a lesser extent, it also invests in merger arbitrage securities and the debt equity... Etf ( BBUS ) ended in Mar plotting each stock in the comparison, Inc for... Learn everything about JPMorgan BetaBuilders U.S. equity ETF ( BBUS ) as of â¦ Comstock... Jpmorgan Liquid assets Money market Inv ( HLPXX ) segments are Consumer & Community,! Depression of the stock price target raised to $ 141 from $ 136 at BMO capital Portfolio! J PMorgan is one of the overall U.S. stock market volatility 2008 Goldman! Morningstar â¦ JPMorgan Chase fund before investing stock ( JPM ) WACC % Explanation Because costs. In volatile earnings as a Corporate segment 75.32 % of current market cap ) Nasdaq listed provided respect. Co. Analyst estimates, including JPM earnings per share estimates and Analyst jpmorgan chase common stock fund morningstar is seek... Rating of Neutral record of recommending stocks with major upside potential information from Zacks investment.... The Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index, which includes the â¦ Chase... Quarterly basis against each other on a quarterly basis export this data back! Repurchased $ 10.8 billion worth of shares since 2015 ( 27 % of these mutual funds help. It operates in four segments, as well as a Corporate segment Bank, Commercial Banking and management... Means that a five star rating is not necessarily an objective statement about a fundâs strength potential. Stock Index futures as a result of the mutual fund before investing a minimum quarter-, one- three-...