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VHIAX - JPMorgan Growth Advantage Fund A Shs

Name: JPMorgan Growth Advantage Fund A Shs (VHIAX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$35.83

+0.05 (+0.14%)

Weekly Expected Move ±2.6%

$33 $33 $34 $35 $36

ETF NASDAQ · AUM $21.2B

Overview Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Weather

Portfolio Health Summary

IS Overall Score

68.0

★★★★★

Altman Z-Score

19.65

Safe

Weight Coverage

98%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 68.0

Profitability

74.3

Balance Sheet

71.1

Earnings Quality

66.0

Growth

67.9

Value

37.9

Momentum

82.7

Safety

94.3

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

19.65

Safe Zone (>2.99)

Piotroski F-Score

6.9 / 9

Moderate

Beneish M-Score

-2.19

Unlikely Manipulator

Credit Score

—

Earnings Quality

66.0 / 100

Portfolio Valuation

P/E

27.66x

P/B

10.91x

P/S

8.57x

EV/EBITDA

21.33x

EV/Revenue

10.17x

P/FCF

38.76x

P/OCF

21.51x

PEG

0.76x

Earnings Yield

3.62%

FCF Yield

2.58%

OCF Yield

4.65%

Median P/E

30.74x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +23.4%

Net Income +33.6%

EPS +37.8%

FCF +23.4%

EBITDA +29.0%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +22.2%

Rev CAGR 5Y +24.9%

EPS CAGR 3Y +36.2%

EPS CAGR 5Y +37.2%

FCF CAGR 3Y +40.8%

FCF CAGR 5Y +20.4%

EBITDA CAGR 3Y +36.3%

EBITDA CAGR 5Y +31.4%

Payout Ratio

17.34%

Buyback Yield

1.10%

Dividend Yield

0.54%

Total Shareholder Return

1.23%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$35.83

Median 1Y

$39.66

5th Pctile

$26.45

95th Pctile

$59.64

Ann. Volatility

24.5%

25th–75th percentile 5th–95th percentile Median path Historical

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	27.66
Portfolio P/B	10.91
Portfolio P/S	8.57
EV/EBITDA	21.33
EV/Revenue	10.17
P/FCF	38.76
P/OCF	21.51
PEG	0.76
Earnings Yield	3.62%
FCF Yield	2.58%
OCF Yield	4.65%
Median P/E	30.74

Profitability & Returns (9)

Metric	Value
Gross Margin	57.96%
Operating Margin	35.64%
Net Margin	30.93%
FCF Margin	21.66%
ROE	44.52%
ROA	21.73%
ROIC	40.58%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.40
Debt/Assets	0.20
Net Debt/EBITDA	-0.12
Interest Coverage	40.38
Current Ratio	1.50
Quick Ratio	1.40

Efficiency (4)

Metric	Value
Asset Turnover	—
Inventory Turnover	—
Receivables Turnover	—
Payables Turnover	—

Growth — YoY (6)

Metric	Value
Revenue Growth	23.42%
Net Income Growth	33.59%
EPS Growth	37.83%
FCF Growth	23.44%
EBITDA Growth	29.02%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	22.20%
Revenue CAGR 5Y	24.85%
Revenue CAGR 10Y	—
EPS CAGR 3Y	36.21%
EPS CAGR 5Y	37.19%
EPS CAGR 10Y	—
FCF CAGR 3Y	40.83%
FCF CAGR 5Y	20.39%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	36.31%
EBITDA CAGR 5Y	31.35%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	35.38%
Net Income CAGR 5Y	36.40%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	68.0
IS Profitability	74.3
IS Balance Sheet	71.1
IS Earnings Quality	66.0
IS Growth	67.9
IS Value	37.9
IS Momentum	82.7
IS Safety	94.3
IS Quality	77.9
Altman Z-Score	19.65
Piotroski F-Score	6.91
Beneish M-Score	-2.19
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	0.54%
Payout Ratio	17.34%
Buyback Yield	1.10%
Total Shareholder Return	1.23%

Growth Stability (4)

Metric	Value
Revenue Stability	0.876
Earnings Stability	0.640
Earnings Persistence	0.781
Margin Stability	0.927

Medians (3)

Metric	Value
Median P/E	30.74
Median P/B	8.65
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	98.06%
Holdings Matched	79
Total Holdings	80