JPMorgan Stock Buy Hold or Sell Recommendation

JPM
 Stock
  

USD 135.16  2.09  1.57%   

Considering the 90-day investment horizon and complete risk avoidance on your part, our recommendation regarding JPMorgan Chase Co is 'Strong Sell'. 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.
  
The advice is provided from JPMorgan Chase's buy-and-hold perspective. Please see 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. We conduct extensive research on individual companies such as JPMorgan and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards JPMorgan Chase Co.

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 Sell

Volatility

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Hype Condition

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Current Valuation

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Odds of Distress

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Economic Sensitivity

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Analyst Consensus

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Financial Strenth (F Score)

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Financial Leverage

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Reporting Quality (M-Score)

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For the selected time horizon JPMorgan Chase Co has a Mean Deviation of 1.51, Semi Deviation of 1.3, Standard Deviation of 1.94, Variance of 3.78, Downside Variance of 2.64 and Semi Variance of 1.7
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 price to book, book value per share, retained earnings, as well as the relationship between the net income and target price . Given that JPMorgan Chase has a number of shares shorted of 24.33 M, 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 poor financial position based on the latest SEC disclosures
About 71.0% of the company shares are owned by institutional investors
On 31st of October 2022 JPMorgan Chase paid $ 1.0 per share dividend to its current shareholders
Latest headline from news.google.com: Flutter Entertainment PT Raised to 161 at JPMorgan Chase Co. - MarketBeat

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 Return0.29Value At Risk-2.15
Potential Upside4.20Standard Deviation1.94
   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 originate 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.
Security TypeSharesValue
Zwj Investment Counsel IncCommon Shares280.7 K29.3 M
Zwj Investment Counsel IncCommon Shares280.5 K31.6 M
Zwj Investment Counsel IncCommon Shares275.1 K37.5 M
Zwj Investment Counsel IncCommon Shares274.6 K43.5 M
Zwj Investment Counsel IncCommon Shares276.9 K45.3 M
Zwj Investment Counsel IncCommon Shares279.4 K43.5 M
Zwj Investment Counsel IncCommon Shares279 K42.5 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

201720182019202020212022 (projected)
Depreciation Amortization and Accretion6.18 B7.79 B8.37 B8.61 B7.93 B7.9 B
Net Cash Flow or Change in Cash and Cash Equivalents40.15 B(152.51 B)(15.16 B)263.98 B213.22 B230.06 B
Issuance Purchase of Equity Shares(15.41 B)(19.98 B)(24 B)(6.52 B)(18.41 B)(18.89 B)
Issuance Repayment of Debt Securities(17.01 B)37.24 B(35.74 B)9.6 B14.45 B15.59 B
Payment of Dividends and Other Cash Distributions(8.99 B)(10.11 B)(12.34 B)(12.69 B)(12.86 B)(13.87 B)
Net Cash Flow from Financing14.64 B34.16 B32.99 B596.64 B275.99 B297.78 B
Net Cash Flow from Investing(10.28 B)(197.99 B)(54.01 B)(261.91 B)(129.34 B)(139.56 B)
Net Cash Flow Investment Acquisitions and Disposals28.81 B(194.43 B)(47.02 B)(254.57 B)(118.3 B)(127.64 B)
Net Cash Flow from Operations(2.5 B)14.19 B6.05 B(79.91 B)78.08 B84.25 B
Effect of Exchange Rate Changes on Cash8.09 B(2.86 B)(182 M)9.15 B(11.51 B)(11.81 B)

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
0.18
β
Beta against NYSE Composite1.08
σ
Overall volatility
2.00
Ir
Information ratio 0.1

JPMorgan Chase Volatility Alert

JPMorgan Chase Co has relatively low volatility with skewness of 0.67 and kurtosis of 0.43. However, we advise all investors to independently investigate JPMorgan Chase Co to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. 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 Equity0.13 %(0.31) %
Return On Asset0.0098 %(0.14) %
Profit Margin0.31 %(1.27) %
Operating Margin0.38 %(5.51) %
Current Valuation(354.4 B)16.62 B
Shares Outstanding2.93 B571.82 M
Shares Owned by Insiders0.92 %10.09 %
Shares Owned by Institutions70.67 %39.21 %
Number of Shares Shorted24.33 M4.71 M
Price to Earning11.54 X28.72 X
Price to Book1.57 X9.51 X
Price to Sales3.29 X11.42 X
Revenue121.69 B9.43 B
Gross Profit130.9 B27.38 B
EBITDA73.05 B3.9 B
Net Income48.33 B570.98 M
Cash and Equivalents1430 B2.7 B
Cash per Share485.97 X5.01 X
Total Debt301 B5.32 B
Debt to Equity8.50 %48.70 %
Book Value Per Share87.00 X1.93 K
Cash Flow from Operations78.08 B971.22 M
Short Ratio1.75 X4.00 X
Earnings Per Share11.99 X3.12 X
Price to Earnings To Growth1.17 X4.89 X
Target Price139.89
Number of Employees288.47 K18.84 K
Beta1.12-0.15
Market Capitalization396.45 B19.03 B
Total Asset3743.57 B29.47 B
Retained Earnings195.57 B9.33 B
Annual Yield0.0293 %
Five Year Return2.68 %
   Bona fide gift to Robin Leopold of 363 shares of JP Morgan subject to Section 16 [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.
 2019 2020 2021 2022 (projected)
Cash and Equivalents263.63 B527.61 B740.83 B799.32 B
Total Assets2,687.38 B3,386.07 B3,743.57 B3,077.22 B

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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Run Financials Thematic Idea Now

Financials
Financials Theme
Companies that provide financial services to business or retail customers. The Financials theme has 20 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 Financials Theme or any other thematic opportunities.
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Please see 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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

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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 YOY
(0.17) 
Market Capitalization
396.5 B
Return On Assets
0.0098
Return On Equity
0.13
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 JPMorgan Chase value 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.