Jpmorgan Chase Co Stock Buy Hold or Sell Recommendation

JPM Stock  USD 192.66  2.36  1.24%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding JPMorgan Chase Co is 'Strong Buy'. Macroaxis provides JPMorgan Chase buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JPM positions. The advice algorithm takes into account all of JPMorgan Chase's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Osisko Gold Ro's buy or sell advice are summarized below:
Real Value
190.31
Target Price
161.22
Hype Value
192.87
Market Value
192.66
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell JPMorgan Chase Co given historical horizon and risk tolerance towards JPMorgan Chase. When Macroaxis issues a 'buy' or 'sell' recommendation for JPMorgan Chase Co, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out JPMorgan Chase Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as JPMorgan and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards JPMorgan Chase Co. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

Execute JPMorgan Chase Buy or Sell Advice

The JPMorgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on JPMorgan Chase Co. Macroaxis does not own or have any residual interests in JPMorgan Chase Co or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute JPMorgan Chase's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell JPMorgan ChaseBuy JPMorgan Chase
Strong Buy

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Follows the market closelyDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

Strong BuyDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon JPMorgan Chase Co has a Risk Adjusted Performance of 0.2321, Jensen Alpha of 0.1948, Total Risk Alpha of 0.1111, Sortino Ratio of 0.208 and Treynor Ratio of 0.442
Macroaxis provides investment recommendation on JPMorgan Chase to complement and cross-verify current analyst consensus on JPMorgan Chase. Our trade recommendations engine determines the entity's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure JPMorgan Chase Co is not overpriced, please check out all JPMorgan Chase fundamentals, including its book value per share, retained earnings, and the relationship between the net income and target price . Given that JPMorgan Chase has a price to earning of 11.54 X, we strongly advise you to confirm JPMorgan Chase market performance and probability of bankruptcy to ensure the company can sustain itself next year given your regular risk tolerance and investing horizon.

JPMorgan Chase Trading Alerts and Improvement Suggestions

JPMorgan Chase has a strong financial position based on the latest SEC filings
About 73.0% of the company shares are owned by institutional investors
On 31st of January 2024 JPMorgan Chase paid $ 1.05 per share dividend to its current shareholders
Latest headline from zacks.com: JPMorgan Chase Co. Exceeds Market Returns Some Facts to Consider

JPMorgan Chase Returns Distribution Density

The distribution of JPMorgan Chase's historical returns is an attempt to chart the uncertainty of JPMorgan Chase's future price movements. The chart of the probability distribution of JPMorgan Chase stock daily returns describes the distribution of returns around its average expected value. We use JPMorgan Chase Co price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of JPMorgan Chase returns is essential to provide solid investment advice for JPMorgan Chase.
Mean Return
0.29
Value At Risk
-0.88
Potential Upside
1.73
Standard Deviation
0.80
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of JPMorgan Chase historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

JPMorgan Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as JPMorgan Chase is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading JPMorgan Chase Co backward and forwards among themselves. JPMorgan Chase's institutional investor refers to the entity that pools money to purchase JPMorgan Chase's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Capital World Investors2023-12-31
34.3 M
T. Rowe Price Associates, Inc.2023-12-31
32.1 M
Northern Trust Corp2023-12-31
32 M
Massachusetts Financial Services Company2023-12-31
29.5 M
Bank Of New York Mellon Corp2023-12-31
28.8 M
Wells Fargo & Co2023-12-31
25 M
Ameriprise Financial Inc2023-12-31
23.7 M
Legal & General Group Plc2023-12-31
23.4 M
Royal Bank Of Canada2023-12-31
23.2 M
Vanguard Group Inc2023-12-31
272.4 M
Blackrock Inc2023-12-31
191.8 M
Note, although JPMorgan Chase's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

JPMorgan Chase Cash Flow Accounts

201920202021202220232024 (projected)
Change In Cash(15.2B)264.0B213.2B(173.6B)56.9B59.8B
Free Cash Flow6.0B(79.9B)78.1B107.1B11.7B12.3B
Depreciation8.4B8.6B7.9B7.1B7.5B4.1B
Other Non Cash Items(41.9B)(98.1B)27.5B85.3B10.1B10.6B
Dividends Paid12.3B12.7B12.9B13.6B(13.5B)(12.8B)
Net Income36.4B29.1B48.3B37.7B49.6B52.0B
End Period Cash Flow263.6B527.6B740.8B567.2B624.2B655.4B
Change To Inventory(17.9B)(42.4B)(11.7B)(55.7B)33.0B34.6B
Investments4.7B(204.3B)(26.5B)3.1B67.6B71.0B
Change Receivables(78M)(18.0B)(12.4B)(23.0B)(20.7B)(19.6B)
Net Borrowings(35.7B)9.6B14.5B32.4B37.2B39.1B
Change To Netincome22.4B27.2B(14.1B)29.7B26.7B28.1B

JPMorgan Chase Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to JPMorgan Chase or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that JPMorgan Chase's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a JPMorgan stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.19
β
Beta against NYSE Composite0.63
σ
Overall volatility
0.77
Ir
Information ratio 0.18

JPMorgan Chase Volatility Alert

JPMorgan Chase Co exhibits relatively low volatility with skewness of 0.05 and kurtosis of 0.03. However, we advice investors to further investigate JPMorgan Chase Co to ensure all market statistics is disseminated and is consistent with investors' estimations about JPMorgan Chase upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure JPMorgan Chase's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact JPMorgan Chase's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

JPMorgan Chase Implied Volatility

JPMorgan Chase's implied volatility exposes the market's sentiment of JPMorgan Chase Co stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JPMorgan Chase's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that JPMorgan Chase stock will not fluctuate a lot when JPMorgan Chase's options are near their expiration.

JPMorgan Chase Fundamentals Vs Peers

Comparing JPMorgan Chase's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze JPMorgan Chase's direct or indirect competition across all of the common fundamentals between JPMorgan Chase and the related equities. This way, we can detect undervalued stocks with similar characteristics as JPMorgan Chase or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of JPMorgan Chase's fundamental indicators could also be used in its relative valuation, which is a method of valuing JPMorgan Chase by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare JPMorgan Chase to competition
FundamentalsJPMorgan ChasePeer Average
Return On Equity0.16-0.31
Return On Asset0.0131-0.14
Profit Margin0.34 %(1.27) %
Operating Margin0.36 %(5.51) %
Current Valuation(107.6 B)16.62 B
Shares Outstanding2.88 B571.82 M
Shares Owned By Insiders0.90 %10.09 %
Shares Owned By Institutions73.22 %39.21 %
Number Of Shares Shorted18.81 M4.71 M
Price To Earning11.54 X28.72 X
Price To Book1.82 X9.51 X
Price To Sales3.80 X11.42 X
Revenue154.95 B9.43 B
Gross Profit122.31 B27.38 B
EBITDA(1.79 B)3.9 B
Net Income49.55 B570.98 M
Cash And Equivalents1.43 T2.7 B
Cash Per Share485.97 X5.01 X
Total Debt436.54 B5.32 B
Debt To Equity8.50 %48.70 %
Book Value Per Share104.45 X1.93 K
Cash Flow From Operations12.97 B971.22 M
Short Ratio2.35 X4.00 X
Earnings Per Share16.22 X3.12 X
Price To Earnings To Growth3.28 X4.89 X
Target Price177.87
Number Of Employees309.93 K18.84 K
Beta1.13-0.15
Market Capitalization554.93 B19.03 B
Total Asset3.88 T29.47 B
Retained Earnings332.9 B9.33 B
Z Score0.928.72
Annual Yield0.02 %
Note: Sale by Matthew Zames of 91 shares of JPMorgan Chase [view details]

JPMorgan Chase Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as JPMorgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About JPMorgan Chase Buy or Sell Advice

When is the right time to buy or sell JPMorgan Chase Co? Buying financial instruments such as JPMorgan Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total469.2B466.7B436.5B257.2B
Total Assets3.7T3.7T3.9T4.1T

Use Investing Ideas to Build Portfolios

In addition to having JPMorgan Chase in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Corona Opportunity
Corona Opportunity Theme
Firms that are involved in some capacity in making products or providing services to the public to buttle the virus directly or indirectly. This also includes some defencive and contrarian stocks and ETFs that are managing to avoid the big market correction coused by coronavirus. The Corona Opportunity theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Corona Opportunity Theme or any other thematic opportunities.
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When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:
Check out JPMorgan Chase Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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When running JPMorgan Chase's price analysis, check to measure JPMorgan Chase's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.
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Is JPMorgan Chase's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JPMorgan Chase. If investors know JPMorgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JPMorgan Chase listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.15)
Dividend Share
4.1
Earnings Share
16.22
Revenue Per Share
49.687
Quarterly Revenue Growth
0.111
The market value of JPMorgan Chase is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Chase's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Chase's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Chase's market value can be influenced by many factors that don't directly affect JPMorgan Chase's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.