JP Morgan Stock Analysis

JPM -  USA Stock  

USD 147.92  1.31  0.89%

The new JP Morgan Chase price pull down may raise some interest from stakeholders. The stock closed today at a share price of 147.92 on 18,106,543 in trading volume. The company directors and management were unable to exploit market volatilities in December. However, diversifying your overall positions with JP Morgan can protect your principal portfolio during market swings. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.55. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Please see Risk vs Return Analysis.

JP Morgan Stock Analysis 

 
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The JP Morgan stock analysis report makes it easy to digest most publicly released information about JP Morgan and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. JP Morgan Stock analysis module also helps to analyze the JP Morgan price relationship with some important fundamental indicators such as market cap and management efficiency.

JP Morgan Stock Analysis Notes

About 72.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.7. Some equities with similar Price to Book (P/B) outperform the market in the long run. JP Morgan Chase has Price/Earnings To Growth (PEG) ratio of 1.06. The entity recorded earning per share (EPS) of 15.81. The firm next dividend is scheduled to be issued on the 5th of January 2022. JP Morgan had 3:2 split on the 12th of June 2000. 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 271025 people. To learn more about JP Morgan Chase call Mary Erdoes at 212 270-6000 or check out www.jpmorganchase.com.

JP Morgan Chase Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. JP Morgan's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding JP Morgan Chase or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
JP Morgan Chase generated a negative expected return over the last 90 days
JP Morgan Chase has about 1440 B in cash with (35.06 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 487.79.
JP Morgan Chase has a poor financial position based on the latest SEC disclosures
Roughly 72.0% of the company shares are owned by institutional investors
Latest headline from MacroaxisInsider: Acquisition by Robin Leopold of 14201 shares of JP Morgan subject to Rule 16b-3

JP Morgan Chase Upcoming and Recent Events

Earnings reports are used by JP Morgan to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to JP Morgan previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report13th of April 2022
Next Earnings Report12th of July 2022
Next Fiscal Quarter End31st of March 2022
Next Fiscal Year End13th of January 2023
Last Quarter Report31st of December 2021
Last Earning Announcement31st of March 2021

JP Morgan Largest EPS Surprises

Earnings surprises can significantly impact JP Morgan's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2003-01-22
2002-12-31-0.09-0.070.0222 
2002-07-17
2002-06-300.650.58-0.0710 
2009-04-16
2009-03-310.320.40.0825 
View All Earnings Estimates

JP Morgan SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. JP Morgan prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that JP Morgan investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial JP Morgan Chase specific information freely available to individual and institutional investors to make a timely investment decision.
24th of January 2022
Unclassified Corporate Event
View
21st of January 2022
Unclassified Corporate Event
View
20th of January 2022
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
19th of January 2022
Unclassified Corporate Event
View
18th of January 2022
Unclassified Corporate Event
View
14th of January 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Unclassified Corporate Event. Results of Operations and Financial Condition
View
12th of January 2022
Unclassified Corporate Event
View
10th of January 2022
Unclassified Corporate Event
View

JP Morgan Thematic Classifications

In addition to having JP Morgan stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Baby Boomer Prospects IdeaBaby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
Top FinTech IdeaTop FinTech
A collection of large financial service, investment, and banking companies
Blockchain IdeaBlockchain
Cross-industry collection of firms that are adopting blockchain technology
Momentum IdeaMomentum
Macroaxis long run momentum stocks
Banks IdeaBanks
All money banks and credit services

JP Morgan Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as JP Morgan is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading JP Morgan Chase backward and forwards among themselves. JP Morgan's institutional investor refers to the entity that pools money to purchase JP Morgan's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Nordea Investment Management AbCommon Shares5.3 M840.3 M
New York State Teachers Retirement SystemCommon Shares3.5 M555.4 M
Russell Investments Group LtdCommon Shares1.9 M303.3 M
Huntington National BankCommon Shares1.9 M299.2 M
National Bank Of CanadaCommon Shares1.9 M298 M
Retirement Systems Of AlabamaCommon Shares1.7 M265.7 M
Royal London Asset Management LtdCommon Shares1.6 M247.3 M
Note, although JP Morgan's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

JP Morgan Market Capitalization

The company currently falls under 'Mega-Cap' category with total capitalization of 443.74 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate JP Morgan's market, we take the total number of its shares issued and multiply it by JP Morgan's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

JP Morgan Profitablity

JP Morgan's profitability indicators refer to fundamental financial ratios that showcase JP Morgan's ability to generate income relative to its revenue or operating costs. If, let's say, JP Morgan is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, JP Morgan's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of JP Morgan's profitability requires more research than a typical breakdown of JP Morgan's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 36.92 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 45.83 %, which entails that for every 100 dollars of revenue, it generated 0.46 of operating income.
Last ReportedProjected for 2022
Return on Average Assets 0.0092  0.0102 
Return on Average Equity 0.12  0.12 
Return on Invested Capital 0.0115  0.0128 
Return on Sales 0.32  0.35 

Management Efficiency

The entity has Return on Asset of 1.36 % which means that on every $100 spent on asset, it made $1.36 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 16.86 %, implying that it generated $16.86 on every 100 dollars invested. JP Morgan management efficiency ratios could be used to measure how well jp morgan chase manages its routine affairs as well as how well it operates its assets and liabilities. Return on Average Assets is expected to hike to 0.0102 this year. Return on Invested Capital is expected to hike to 0.0128 this year. JP Morgan Goodwill and Intangible Assets are relatively stable at the moment as compared to the past year. The company's current value of Goodwill and Intangible Assets is estimated at 62.35 Billion. Revenue to Assets is expected to hike to 0.0497 this year, although the value of Total Assets Per Share will most likely fall to 830.72.
Last ReportedProjected for 2022
Book Value per Share 104.22  93.82 
Enterprise Value over EBIT 12.60  12.91 
Enterprise Value over EBITDA 9.73  10.40 
Price to Book Value 1.60  1.51 
Tangible Assets Book Value per Share1.2 K1.1 K
Enterprise Value526 B549.3 B
Tangible Asset Value3831 B3473.3 B

Technical Drivers

As of the 29th of January, JP Morgan owns the market risk adjusted performance of (0.19), and Standard Deviation of 1.54. JP Morgan Chase technical analysis makes it possible for you to employ past data patterns with the intention to determine a pattern that calculates the direction of the firm's future prices. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume patterns, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for JP Morgan, which can be compared to its peers in the sector. Please check out JP Morgan Chase standard deviation, as well as the relationship between the maximum drawdown and expected short fall to decide if JP Morgan Chase is priced more or less accurately, providing market reflects its prevailing price of 147.92 per share. Given that JP Morgan Chase has jensen alpha of (0.17), we strongly advise you to confirm JP Morgan's latest market performance to make sure the company can sustain itself sooner or later.

JP Morgan Chase Price Movement Analysis

The output start index for this execution was seven with a total number of output elements of fifty-four. The Mid-point Price over period is an average of JP Morgan Chase highest and lowest prices attained during the given period. View also all equity analysis or get more info about midpoint price over period overlap studies indicator.

JP Morgan Chase Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific JP Morgan insiders, such as employees or executives, is commonly permitted as long as it does not rely on JP Morgan's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases JP Morgan insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Robin Leopold 2 days ago via Macroaxis 
Acquisition by Robin Leopold of 14201 shares of JP Morgan subject to Rule 16b-3
Peter Scher over two weeks ago via Macroaxis 
Exercise or conversion by Peter Scher of 7834 shares of JP Morgan subject to Rule 16b-3
Robin Leopold over two weeks ago via Macroaxis 
JP Morgan exotic insider transaction detected
Robin Leopold over two weeks ago via Macroaxis 
Payment of 4116 shares by Robin Leopold of JP Morgan subject to Rule 16b-3
Robin Leopold over two weeks ago via Macroaxis 
Exercise or conversion by Robin Leopold of 4322 shares of JP Morgan subject to Rule 16b-3
Robin Leopold over two weeks ago via Macroaxis 
Exercise or conversion by Robin Leopold of 4663 shares of JP Morgan subject to Rule 16b-3
Peter Scher over two weeks ago via Macroaxis 
Exercise or conversion by Peter Scher of 5896 shares of JP Morgan subject to Rule 16b-3
Peter Scher over two weeks ago via Macroaxis 
Exercise or conversion by Peter Scher of 7834 shares of JP Morgan subject to Rule 16b-3
Stacey Friedman over two weeks ago via Macroaxis 
Exercise or conversion by Stacey Friedman of 14921 shares of JP Morgan subject to Rule 16b-3
Stacey Friedman over two weeks ago via Macroaxis 
Exercise or conversion by Stacey Friedman of 11738 shares of JP Morgan subject to Rule 16b-3
Robin Leopold over two weeks ago via Macroaxis 
JP Morgan exotic insider transaction detected
Peter Scher over two weeks ago via Macroaxis 
Exercise or conversion by Peter Scher of 5896 shares of JP Morgan subject to Rule 16b-3

JP Morgan Outstanding Bonds

JP Morgan issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. JP Morgan Chase uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most JP Morgan bonds can be classified according to their maturity, which is the date when JP Morgan Chase has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
MaturityCouponRating
BANC ONE CORP07/15/20257.75
A-
BANC ONE CORP10/15/20267.625
A-
BANC ONE CORP04/29/20278.0
A-
JP Morgan 0901203009/01/20308.75
BBB-
JP Morgan 0715202307/15/20235.25
A
JP Morgan 0715202307/15/20235.15
A
JP Morgan 0715202307/15/20235.57
A
JP Morgan 0915202309/15/20236.0
A

JP Morgan Technical and Predictive Indicators

JP Morgan Forecast Models

JP Morgan time-series forecasting models is one of many JP Morgan's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary JP Morgan's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About JP Morgan Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how JP Morgan stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling JP Morgan shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as JP Morgan. By using and applying JP Morgan Stock analysis, traders can create a robust methodology for identifying JP Morgan entry and exit points for their positions.
Last ReportedProjected for 2022
EBITDA Margin 0.41  0.40 
Gross Margin 0.90  0.89 
Profit Margin 0.26  0.27 
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 271025 people.

Current JP Morgan Analysis - Recommendations

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 PriceAdvice# of Analysts
181.47Buy15Odds
JP Morgan Chase current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most JP Morgan analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand JP Morgan stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of JP Morgan Chase, talking to its executives and customers, or listening to JP Morgan conference calls.
JP Morgan Analyst Advice Details

JP Morgan Stock Analysis Indicators

JP Morgan Chase stock analysis indicators help investors evaluate how JP Morgan stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading JP Morgan shares will generate the highest return on investment. By understating and applying JP Morgan stock analysis, traders can identify JP Morgan position entry and exit signals to maximize returns.
Trailing Annual Dividend Rate3.70
Fifty Two Week Low127.35
Revenue Growth-1.80%
Payout Ratio24.74%
Shares Short Prior Month14.47M
Average Daily Volume Last 10 Day20.98M
Average Daily Volume In Three Month12.54M
Earnings Growth-12.20%
Shares Percent Shares Out0.50%
Earnings Quarterly Growth-14.30%
Short Percent Of Float0.50%
Forward Price Earnings12.24
Float Shares2.92B
Fifty Two Week High172.96
Fifty Day Average160.38
Two Hundred Day Average159.53
Enterprise Value To Revenue-2.64
Trailing Annual Dividend Yield2.55%
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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

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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.