JP Morgan Stock Performance

JPM -  USA Stock  

USD 117.32  3.40  2.98%

The company owns a Beta (Systematic Risk) of 1.0566, which attests to a somewhat significant risk relative to the market. Let's try to break down what JP Morgan's beta means in this case. JP Morgan returns are very sensitive to returns on the market. As the market goes up or down, JP Morgan is expected to follow. Even though it is essential to pay attention to JP Morgan Chase existing price patterns, it is always good to be careful when utilizing equity price patterns. Our way in which we are determining any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. JP Morgan exposes twenty-seven different technical indicators, which can help you to evaluate its performance. JP Morgan Chase has an expected return of -0.26%. Please be advised to check out JP Morgan Chase maximum drawdown, and the relationship between the information ratio and expected short fall to decide if JP Morgan Chase performance from the past will be repeated sooner or later.
  
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JP Morgan Performance
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Over the last 90 days JP Morgan Chase has generated negative risk-adjusted returns adding no value to investors with long positions. Even with weak performance in the last few months, the Stock's basic indicators remain relatively steady which may send shares a bit higher in July 2022. The new chaos may also be a sign of medium-term up-swing for the company stakeholders. ...more

JP Morgan Price Channel

Fifty Two Week Low111.48
Target High Price200.00
Fifty Two Week High172.96
Payout Ratio28.91%
Trailing Annual Dividend Yield3.25%
Target Low Price120.00

JP Morgan Relative Risk vs. Return Landscape

If you would invest  13,983  in JP Morgan Chase on March 27, 2022 and sell it today you would lose (2,251)  from holding JP Morgan Chase or give up 16.1% of portfolio value over 90 days. JP Morgan Chase is generating negative expected returns assuming volatility of 1.923% on return distribution over 90 days investment horizon. In other words, 16% of stocks are less volatile than JP Morgan, and above 99% of all equities are expected to generate higher returns over the next 90 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering the 90-day investment horizon JP Morgan is expected to under-perform the market. In addition to that, the company is 1.34 times more volatile than its market benchmark. It trades about -0.14 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of volatility.

JP Morgan Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for JP Morgan's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as JP Morgan Chase, and traders can use it to determine the average amount a JP Morgan's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.1353

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Negative ReturnsJPM
Estimated Market Risk
 1.92
  actual daily
 
 16 %
of total potential
 
1616
Expected Return
 -0.26
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.14
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 0 %
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Based on monthly moving average JP Morgan is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JP Morgan by adding it to a well-diversified portfolio.

About JP Morgan Performance

To evaluate JP Morgan Chase Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when JP Morgan generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare JP Morgan Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand JP Morgan Chase stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents JP Morgan's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-11.5 B-11.8 B
Return on Average Assets 0.013  0.0124 
Return on Average Equity 0.16  0.14 
Return on Invested Capital 0.016  0.0155 
Return on Sales 0.47  0.44 
JPMorgan Chase Co. operates as a financial services company worldwide. JPMorgan Chase Co. was founded in 1799 and is headquartered in New York, New York. JP Morgan operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 273948 people.

Things to note about JP Morgan Chase

Checking the ongoing alerts about JP Morgan for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for JP Morgan Chase help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

JP Morgan Alerts

Equity 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
Please see Risk vs Return Analysis. 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

Complementary Tools for JP Morgan Stock analysis

When running JP Morgan Chase price analysis, check to measure JP Morgan'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 JP Morgan is operating at the current time. Most of JP Morgan's value examination focuses on studying past and present price action to predict the probability of JP Morgan's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JP Morgan's price. Additionally, you may evaluate how the addition of JP Morgan to your portfolios can decrease your overall portfolio volatility.
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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.