JP Morgan Stock Buy Hold or Sell Recommendation

JPM -  USA Stock  

USD 117.32  3.40  2.98%

Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding JP Morgan Chase is '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's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from JP Morgan's buy-and-hold perspective. Please see JP Morgan 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 JP Morgan and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards JP Morgan Chase.

Execute JP Morgan Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell JP MorganBuy JP Morgan
Buy

Volatility

Very steadyDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Close to AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon JP Morgan Chase has a Risk Adjusted Performance of (0.20), Jensen Alpha of (0.12), Total Risk Alpha of (0.07) and Treynor Ratio of (0.26)
Macroaxis provides trade advice on JP Morgan Chase to complement and cross-verify current analyst consensus on JP Morgan. Our advice 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 JP Morgan Chase is not overpriced, please check out all JP Morgan Chase fundamentals, including its shares owned by institutions, cash per share, market capitalization, as well as the relationship between the revenue and short ratio . Given that JP Morgan Chase has a number of shares shorted of 19.19 M, we strongly advise you to confirm JP Morgan market performance and probability of bankruptcy to ensure 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 generated a negative expected return over the last 90 days
About 72.0% of the company shares are owned by institutional investors

JP Morgan current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. JP Morgan analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. JP Morgan analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price157.32
Target Median Price152.00
Target High Price200.00
Recommendation Mean2.40
Number Of Analyst Opinions27
Target Low Price120.00
Average Consensus Buy
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

JP Morgan Returns Distribution Density

The distribution of JP Morgan's historical returns is an attempt to chart the future uncertainty of JP Morgan's future price movements. The chart of the probability distribution of JP Morgan stock daily returns describes the distribution of returns around its average expected value. We use JP Morgan Chase price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of JP Morgan returns is essential to provide solid investment advice for JP Morgan stock.
Mean Return-0.27Value At Risk-3
Potential Upside2.98Standard Deviation1.90
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of JP Morgan 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.

JP Morgan Cash Flow Accounts

201720182019202020212022 (projected)
Depreciation Amortization and Accretion6.18 B7.79 B8.37 B8.61 B7.93 B7.84 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 Investing28.25 B(199.42 B)(52.06 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(10.83 B)15.61 B4.09 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)

JP Morgan 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 JP Morgan or Financial Services 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 JP Morgan stock'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 JP Morgan 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 DOW
-0.12
β
Beta against DOW1.06
σ
Overall volatility
1.92
Ir
Information ratio -0.07

JP Morgan Volatility Alert

JP Morgan Chase exhibits very low volatility with skewness of 0.54 and kurtosis of 1.02. However, we advise investors to further study JP Morgan Chase technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure JP Morgan's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact JP Morgan'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.

JP Morgan Implied Volatility

JP Morgan's implied volatility exposes the market's sentiment of JP Morgan Chase stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JP Morgan'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 JP Morgan stock will not fluctuate a lot when JP Morgan's options are near their expiration.

JP Morgan Fundamentals Vs Peers

Comparing JP Morgan'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 JP Morgan's direct or indirect competition across all of the common fundamentals between JP Morgan and the related equities. This way, we can detect undervalued stocks with similar characteristics as JP Morgan or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of JP Morgan's fundamental indicators could also be used in its relative valuation, which is a method of valuing JP Morgan by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare JP Morgan to competition
FundamentalsJP MorganPeer Average
Return On Equity14.94 %(0.31) %
Return On Asset1.11 %(0.14) %
Profit Margin34.20 %(1.27) %
Current Valuation(541.89 B)16.62 B
Shares Outstanding2.96 B571.82 M
Shares Owned by Insiders0.93 %10.09 %
Shares Owned by Institutions71.74 %39.21 %
Number of Shares Shorted19.19 M4.71 M
Price to Earning7.42 X28.72 X
Price to Book1.36 X9.51 X
Price to Sales2.87 X11.42 X
Revenue123.73 B9.43 B
Gross Profit130.9 B27.38 B
EBITDA24.78 B3.9 B
Net Income40.5 B570.98 M
Cash and Equivalents1570 B2.7 B
Cash per Share533.84 X5.01 X
Total Debt642.63 B5.32 B
Debt to Equity8.50 %48.70 %
Book Value Per Share86.36 X1.93 K
Cash Flow from Operations78.08 B971.22 M
Short Ratio1.29 X4.00 X
Earnings Per Share15.81 X3.12 X
Price to Earnings To Growth1.48 X4.89 X
Number of Employees273.95 K18.84 K
Beta1.09-0.15
Market Capitalization355.28 B19.03 B
Total Asset2351.7 B29.47 B
Retained Earnings195.57 B9.33 B
Five Year Return2.56 %
Last Dividend Paid4.0
   Sale by Ashley Bacon of 21012 shares of JP Morgan [view details]

JP Morgan Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as JP Morgan . 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.
Accumulation Distribution628413.0
Daily Balance Of Power0.6814
Rate Of Daily Change1.03
Day Median Price115.32
Day Typical Price115.99
Price Action Indicator3.69

About JP Morgan Buy or Sell Advice

When is the right time to buy or sell JP Morgan Chase? Buying financial instruments such as JP Morgan Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock 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. Although JP Morgan investors may find it confusing at the beginning, 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 B609.96 B
Total Assets2,687.38 B3,384.76 B3,743.57 B3,519.11 B

Use Investing Ideas to Build Portfolios

In addition to having JP Morgan 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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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Waste Management theme has 32 constituents.
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 Waste Management Theme or any other thematic opportunities.
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Please see JP Morgan 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. Note that the JP Morgan Chase information on this page should be used as a complementary analysis to other JP Morgan's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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Is JP Morgan'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 JP Morgan. If investors know JP Morgan 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 JP Morgan listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of JP Morgan Chase is measured differently than its book value, which is the value of JP Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of JP Morgan's value that differs from its market value or its book value, called intrinsic value, which is JP Morgan'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 JP Morgan's market value can be influenced by many factors that don't directly affect JP Morgan'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 JP Morgan's value and its price as these two are different measures arrived at by different means. Investors typically determine JP Morgan value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JP Morgan'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.