Jpmorgan Chase Co Stock Performance

JPM Stock  USD 200.71  3.79  1.92%   
JPMorgan Chase has a performance score of 9 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 1.37, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, JPMorgan Chase will likely underperform. JPMorgan Chase currently retains a risk of 1.38%. Please check out JPMorgan Chase semi variance, and the relationship between the treynor ratio and daily balance of power , to decide if JPMorgan Chase will be following its current trending patterns.

Risk-Adjusted Performance

9 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Chase Co are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady basic indicators, JPMorgan Chase may actually be approaching a critical reversion point that can send shares even higher in June 2024. ...more

Actual Historical Performance (%)

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JPMorgan Chase dividend paid on 30th of April 2024
Disposition of 8831 shares by Jennifer Piepszak of JPMorgan Chase at 193.6572 subject to Rule 16b-3
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Earnings call Experian reports strong FY 24 results, optimistic FY 25 outlook
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Disposition of 4415 shares by Stacey Friedman of JPMorgan Chase at 200.6483 subject to Rule 16b-3
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Begin Period Cash Flow567.2 B

JPMorgan Chase Relative Risk vs. Return Landscape

If you would invest  18,239  in JPMorgan Chase Co on February 27, 2024 and sell it today you would earn a total of  1,832  from holding JPMorgan Chase Co or generate 10.04% return on investment over 90 days. JPMorgan Chase Co is generating 0.1592% of daily returns assuming volatility of 1.3756% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than JPMorgan, and above 97% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
Considering the 90-day investment horizon JPMorgan Chase is expected to generate 2.33 times more return on investment than the market. However, the company is 2.33 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.08 per unit of risk.

JPMorgan Chase Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Chase's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as JPMorgan Chase Co, and traders can use it to determine the average amount a JPMorgan Chase'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 = 0.1157

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Estimated Market Risk

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88% of assets are more volatile

Expected Return

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97% of assets have higher returns

Risk-Adjusted Return

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91% of assets perform better
Based on monthly moving average JPMorgan Chase is performing at about 9% 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 JPMorgan Chase by adding it to a well-diversified portfolio.

JPMorgan Chase Fundamentals Growth

JPMorgan Stock prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Chase, and JPMorgan Chase fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on JPMorgan Stock performance.

About JPMorgan Chase Performance

To evaluate JPMorgan 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 JPMorgan Chase 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 JPMorgan 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 JPMorgan Chase market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents JPMorgan'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 Next Year
Days Of Inventory On Hand 0.00  0.00 
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.02  0.02 
Return On Assets 0.01  0.01 
Return On Equity 0.15  0.08 

Things to note about JPMorgan Chase performance evaluation

Checking the ongoing alerts about JPMorgan Chase for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for JPMorgan Chase help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
About 74.0% of the company shares are owned by institutional investors
On 30th of April 2024 JPMorgan Chase paid $ 1.15 per share dividend to its current shareholders
Latest headline from A 1,200 percent Surge Tests Nerves of Investors in Korean AI Chip Stock
Evaluating JPMorgan Chase's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate JPMorgan Chase's stock performance include:
  • Analyzing JPMorgan Chase's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether JPMorgan Chase's stock is overvalued or undervalued compared to its peers.
  • Examining JPMorgan Chase's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating JPMorgan Chase's management team can have a significant impact on its success or failure. Reviewing the track record and experience of JPMorgan Chase's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of JPMorgan Chase's stock. These opinions can provide insight into JPMorgan Chase's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating JPMorgan Chase's stock performance is not an exact science, and many factors can impact JPMorgan Chase's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
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 Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in 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.
You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.

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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.
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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.