JP Morgan Buy Hold or Sell Recommendation

JPM -- USA Stock  

Fiscal Quarter End: December 31, 2019  

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding JP Morgan Chase Co is 'Strong Buy'. Macroaxis provides JP Morgan 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 JP Morgan Chase available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from JPM buy-and-hold prospective. Please also check JP Morgan Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Execute Advice
Sell JP MorganBuy JP Morgan
Strong Buy


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

For the selected time horizon JP Morgan Chase Co has a risk adjusted performance of 0.1757, jensen alpha of 0.1811, total risk alpha of 0.1459, sortino ratio of 0.1978 and treynor ratio of 0.2229
Macroaxis provides buy or sell advice on JP Morgan Chase Co to complement and cross-verify current analyst consensus on JP Morgan. Our buy, hold, or sell suggestion engine determines the entity potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. To make sure JP Morgan Chase is not overpriced, please check out all JP Morgan Chase Co fundamentals including its Shares Owned by Institutions, Cash per Share, Market Capitalization, as well as the relationship between Revenue and Short Ratio . Given that JP Morgan Chase has Number of Shares Shorted of 30.3 M, we strongly advise you confirm JP Morgan market performance and probability of bankruptcy to make sure the company can sustain itself this quarter and beyond given your latest risk tolerance and investing horizon.

JP Morgan Trading Alerts and Improvement Suggestions

JP MORGAN CHASE C has about 962.84 B in cash with (76.62 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 307.03.
Over 75.0% of the company shares are owned by institutional investors
Latest headline from JP Morgan exotic insider transaction detected

JP Morgan current analysts recommendations

Target Median Price125.00
Target Mean Price123.71
Recommendation Mean2.50
Target High Price141.00
Number Of Analyst Opinions24
Target Low Price85.00

JP Morgan Returns Distribution Density

Mean Return0.29Value At Risk1.82
Potential Upside2.48Standard Deviation1.21
 Return Density 

Institutional Investors

Security TypeSharesValue
Vanguard Group IncCommon Shares250.5 M29.5 B
Blackrock IncCommon Shares211.3 M24.9 B
State Street CorpCommon Shares146.3 M17.2 B
Capital World InvestorsCommon Shares81.3 M9.6 B
Berkshire Hathaway IncCommon Shares59.5 MB
Wellington Management Group LlpCommon Shares57.9 M6.8 B
Fmr LlcCommon Shares55.3 M6.5 B

JP Morgan Greeks

Alpha over DOW
Beta against DOW=1.27
Overall volatility
Information ratio =0.17

JP Morgan Volatility Alert

JP Morgan Chase Co has relatively low volatility with skewness of 0.26 and kurtosis of 0.29. However, we advise all investors to independently investigate JP Morgan Chase Co to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
 Better Than Average     
 Worse Than Average Compare JP Morgan to competition

JP Morgan Fundamental Vs Peers

FundamentalsJP MorganPeer Average
Return On Equity0.0013 (0.31) 
Return On Asset0.0001 (0.14) 
Profit Margin0.0033 (1.27) 
Current Valuation140.65 B16.62 B
Shares Outstanding3.14 B571.82 M
Shares Owned by Insiders0.80 10.09 
Shares Owned by Institutions75.29 39.21 
Number of Shares Shorted30.3 M4.71 M
Price to Earning12.77 28.72 
Price to Book1.72 9.51 
Price to Sales3.66 11.42 
Revenue107.52 B9.43 B
Gross Profit103.98 B27.38 B
EBITDA24.78 B3.9 B
Net Income33.19 B570.98 M
Cash and Equivalents962.84 B2.7 B
Cash per Share307.03 5.01 
Total Debt670.26 B5.32 B
Debt to Equity8.50 48.70 
Book Value Per Share34.77 1.93 K
Cash Flow from Operations(76.62 B)971.22 M
Short Ratio2.66 4.00 
Earnings Per Share10.13 3.12 
Price to Earnings To Growth2.34 4.89 
Number of Employees257.44 K18.84 K
Market Capitalization393.27 B19.03 B
Total Asset2351.7 B29.47 B
Retained Earnings46.73 B9.33 B
Five Year Return2.42
Last Dividend Paid3.6
   Exercise or conversion by Douglas Petno of 18249 shares of JP Morgan subject to Rule 16b-3 [view details]