Performance of JEPQ JPMorgan Nasdaq Equity.. | 27.5% in 12m
Compare JEPQ with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare JPMorgan Nasdaq Equity.. with its related Sector/Index QQQ
Performance Duell JEPQ vs QQQ
| TimeFrame | JEPQ | QQQ |
|---|---|---|
| 1 Day | 0.09% | -0.05% |
| 1 Week | 1.12% | 1.96% |
| 1 Month | 7.34% | 8.95% |
| 3 Months | 6.42% | 5.86% |
| 6 Months | 15.4% | 16.06% |
| 12 Months | 27.5% | 35.15% |
| YTD | 12.5% | 12.36% |
| Rel. Perf. 1m | -0.13 | |
| Rel. Perf. 3m | 0.00 | |
| Rel. Perf. 6m | -0.17 | |
| Rel. Perf. 12m | -0.65 |
Is JPMorgan Nasdaq Equity.. a good stock to buy?
Yes. Based on ValueRay Analyses, JPMorgan Nasdaq Equity.. (NASDAQ:JEPQ) is currently (May 2024)
a good stock to buy. It has a ValueRay Growth Rating of 6.95 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JEPQ as of May 2024 is 52.56. This means that JEPQ is currently overvalued and has a potential downside of -2.88% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JEPQ as of May 2024 is 52.56. This means that JEPQ is currently overvalued and has a potential downside of -2.88% (Sold with Premium).
Is JEPQ a buy, sell or hold?
JPMorgan Nasdaq Equity.. has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of 27.51%.
In compare to Invesco QQQ Trust, JEPQ made -7.64% less over the last 12 months. Due to the underperformance, it is recommend to sell JEPQ.
In compare to Invesco QQQ Trust, JEPQ made -7.64% less over the last 12 months. Due to the underperformance, it is recommend to sell JEPQ.
Values above 0%: JEPQ is performing better - Values below 0%: JEPQ is underperforming
Compare JEPQ with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.52% | 0.41% | -1.96% | -0.80% |
| US NASDAQ 100 | QQQ | -0.84% | -1.61% | -0.63% | -7.64% |
| US Dow Jones Industrial 30 | DIA | -0.27% | 1.88% | 0.65% | 5.60% |
| German DAX 40 | DBXD | 1.36% | 2.19% | -1.73% | 13.13% |
| UK FTSE 100 | ISFU | -0.42% | -2.21% | -0.81% | 12.86% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.03% | 2.61% | 13.31% | 34.79% |
| Hongkong Hang Seng | HSI | -1.03% | -15.52% | 11.74% | 32.92% |
| Japan Nikkei 225 | EXX7 | 0.06% | 6.46% | 3.65% | 16.78% |
| India NIFTY 50 | INDA | -1.30% | 4.14% | -2.15% | -2.31% |
| Brasil Bovespa | EWZ | 1.21% | 4.05% | 19.19% | 14.80% |
JEPQ JPMorgan Nasdaq Equity.. vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.07% | 3.39% | -1.75% | -8.27% |
| Consumer Discretionary | XLY | 0.65% | 2.07% | 8.64% | 8.68% |
| Consumer Staples | XLP | 0.07% | 2.28% | 1.11% | 21.48% |
| Energy | XLE | -0.35% | 7.35% | 1.47% | 4.15% |
| Financial | XLF | -0.87% | 2.11% | -6.50% | -5.15% |
| Health Care | XLV | -0.87% | 2.04% | 1.12% | 14.26% |
| Industrial | XLI | 0.98% | 3.31% | -3.90% | -0.20% |
| Materials | XLB | 0.72% | 3.75% | -0.39% | 7.91% |
| Real Estate | XLRE | -1.12% | -0.69% | 6.63% | 16.65% |
| Technology | XLK | -1.45% | -2.68% | 0.77% | -8.09% |
| Utilities | XLU | -0.38% | -3.22% | -3.13% | 14.32% |
| Aerospace & Defense | XAR | 0.05% | -1.02% | 1.18% | 3.08% |
| Biotech | XBI | -0.33% | -2.74% | -8.66% | 20.68% |
| Homebuilder | XHB | 0.54% | 0.34% | -14.83% | -23.34% |
| Retail | XRT | 1.60% | 0.65% | -4.67% | -1.99% |
Does JPMorgan Nasdaq Equity.. outperform its market, is JEPQ a Sector Leader?
No, over the last 12 months JPMorgan Nasdaq Equity.. (JEPQ) made 27.51%, while its related Sector, the Invesco QQQ Trust (QQQ) made 35.15%.
Over the last 3 months JEPQ made 6.42%, while QQQ made 5.86%.
No, over the last 12 months JPMorgan Nasdaq Equity.. (JEPQ) made 27.51%, while its related Sector, the Invesco QQQ Trust (QQQ) made 35.15%.
Over the last 3 months JEPQ made 6.42%, while QQQ made 5.86%.
| Period | JEPQ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 7.34% | 8.95% | 6.93% |
| 3 Months | 6.42% | 5.86% | 6.91% |
| 12 Months | 27.51% | 35.15% | 28.31% |