Jpmorgan Chase Co Stock Performance
| JPM Stock | USD 212.24 3.57 1.71% |
JPMorgan Chase has a performance score of 10 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.82, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, JPMorgan Chase's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Chase is expected to be smaller as well. JPMorgan Chase currently retains a risk of 1.29%. 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
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Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Chase Co are ranked lower than 10 (%) 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 August 2024. ...more
Actual Historical Performance (%)
One Day Return 1.71 | Five Day Return 0.49 | Year To Date Return 23.34 | Ten Year Return 258.57 | All Time Return 2.1 K |
Forward Dividend Yield 0.022 | Payout Ratio 0.2113 | Last Split Factor 3:2 | Forward Dividend Rate 4.6 | Dividend Date 2024-07-31 |
| JPMorgan Chase dividend paid on 30th of April 2024 | 04/30/2024 |
1 | Disposition of 4415 shares by Stacey Friedman of JPMorgan Chase at 197.5789 subject to Rule 16b-3 | 06/20/2024 |
2 | WTI Holds Losses After API Reports Large Surprise Gasoline Inventrory Build | 06/25/2024 |
3 | Stock Market Throttles Up As Q2 Approaches JPMorgan, Inflation, Taiwan Semi In Focus | 07/05/2024 |
4 | 3 Stocks to Invest In for Post-War Rebuilding | 07/12/2024 |
5 | The Big Macro More Than Inflation | 07/16/2024 |
6 | Goldmans Top Stock Analyst Is Waiting for AI Bubble to Burst | 07/18/2024 |
7 | Earnings call Sinch AB reports solid Q2 results, focuses on growth plan | 07/19/2024 |
8 | Asian Stocks Set to Follow Wall Streets Rebound Markets Wrap | 07/22/2024 |
9 | This JPMorgan ETF has beaten the SP 500 five years in a row. Heres how | 07/24/2024 |
| Begin Period Cash Flow | 567.2 B |
JPMorgan |
JPMorgan Chase Relative Risk vs. Return Landscape
If you would invest 19,221 in JPMorgan Chase Co on April 28, 2024 and sell it today you would earn a total of 2,003 from holding JPMorgan Chase Co or generate 10.42% return on investment over 90 days. JPMorgan Chase Co is generating 0.1682% of daily returns assuming volatility of 1.2867% on return distribution over 90 days investment horizon. In other words, 11% 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 |
| 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 = 0.1307
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Estimated Market Risk
| 1.29 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average JPMorgan Chase is performing at about 10% 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.
| Return On Equity | 0.17 | ||||
| Return On Asset | 0.0135 | ||||
| Profit Margin | 0.33 % | ||||
| Operating Margin | 0.50 % | ||||
| Current Valuation | (125.63 B) | ||||
| Shares Outstanding | 2.85 B | ||||
| Price To Earning | 11.54 X | ||||
| Price To Book | 1.75 X | ||||
| Price To Sales | 3.60 X | ||||
| Revenue | 154.95 B | ||||
| Gross Profit | 122.31 B | ||||
| EBITDA | (1.79 B) | ||||
| Net Income | 49.55 B | ||||
| Cash And Equivalents | 1.43 T | ||||
| Cash Per Share | 485.97 X | ||||
| Total Debt | 436.54 B | ||||
| Debt To Equity | 8.50 % | ||||
| Book Value Per Share | 111.30 X | ||||
| Cash Flow From Operations | 12.97 B | ||||
| Earnings Per Share | 17.95 X | ||||
| Market Capitalization | 603.84 B | ||||
| Total Asset | 3.88 T | ||||
| Retained Earnings | 332.9 B | ||||
About JPMorgan Chase Performance
By examining JPMorgan Chase's fundamental ratios, stakeholders can obtain critical insights into JPMorgan Chase's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that JPMorgan Chase is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| 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.| JPMorgan Chase has a strong financial position based on the latest SEC filings | |
| About 73.0% of the company shares are owned by institutional investors | |
| Latest headline from cnbc.com: This JPMorgan ETF has beaten the SP 500 five years in a row. Heres how |
- 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.
Additional Information and Resources on Investing in JPMorgan Stock
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 closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Is Diversified Banks space 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 0.288 | Dividend Share 4.4 | Earnings Share 17.95 | Revenue Per Share 55.471 | Quarterly Revenue Growth 0.32 |
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.