Jpmorgan Chase Co Stock Analysis

JPM Stock  USD 157.99  1.15  0.73%   
The main objective of JPMorgan Chase stock analysis is to determine its intrinsic value, which is an estimate of what JPMorgan Chase Co is worth, separate from its market price. There are two main types of JPMorgan Chase's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect JPMorgan Chase's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of JPMorgan Chase's stock to identify patterns and trends that may indicate its future price movements.
The JPMorgan Chase stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. JPMorgan Chase is usually not traded on Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day. JPMorgan Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and JPMorgan Chase's ongoing operational relationships across important fundamental and technical indicators.
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 persons.

JPMorgan Stock Analysis Notes

About 71.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.56. Some equities with similar Price to Book (P/B) outperform the market in the long run. JPMorgan Chase recorded earning per share (EPS) of 16.89. The entity last dividend was issued on the 5th of October 2023. The firm 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 288474 people. To learn more about JPMorgan Chase Co call Mary Erdoes at 212 270 6000 or check out

JPMorgan 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. JPMorgan Chase's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding JPMorgan Chase Co or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
JPMorgan Chase is unlikely to experience financial distress in the next 2 years
About 71.0% of the company shares are owned by institutional investors
On 31st of October 2023 JPMorgan Chase paid $ 1.05 per share dividend to its current shareholders
Latest headline from Bank of America, Wells Fargo lead gains in big-bank stocks to add to ... - Morningstar

JPMorgan Chase Upcoming and Recent Events

Earnings reports are used by JPMorgan Chase 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 JPMorgan Chase 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.
12th of January 2024
Upcoming Quarterly Report
12th of April 2024
Next Financial Report
31st of December 2023
Next Fiscal Quarter End
12th of January 2024
Next Fiscal Year End
30th of September 2023
Last Quarter Report
31st of December 2022
Last Financial Announcement

JPMorgan Largest EPS Surprises

Earnings surprises can significantly impact JPMorgan Chase'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.
Fiscal Date
Estimated EPS
Reported EPS
View All Earnings Estimates

JPMorgan Chase SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. JPMorgan Chase prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that JPMorgan Chase 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 JPMorgan Chase specific information freely available to individual and institutional investors to make a timely investment decision.
8th of November 2023
Unclassified Corporate Event
26th of October 2023
Financial Statements and Exhibits. Other Events
23rd of October 2023
Financial Statements and Exhibits. Other Events
13th of October 2023
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
10th of October 2023
Unclassified Corporate Event
22nd of September 2023
Financial Statements and Exhibits. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year
8th of September 2023
Unclassified Corporate Event
8th of August 2023
Unclassified Corporate Event

JPMorgan Chase Thematic Classifications

In addition to having JPMorgan Chase 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.
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Cross-industry collection of firms that are adopting blockchain technology
Baby Boomer Prospects Idea
Baby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
FinTech Idea
A collection of large financial service, investment, and banking companies
Momentum Idea
Macroaxis long run momentum stocks

JPMorgan Market Capitalization

The company currently falls under 'Mega-Cap' category with a total capitalization of 456.75 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate JPMorgan Chase's market, we take the total number of its shares issued and multiply it by JPMorgan Chase'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 those looking for more risk prefer small-cap and mid-cap equities.

JPMorgan Profitablity

JPMorgan Chase's profitability indicators refer to fundamental financial ratios that showcase JPMorgan Chase's ability to generate income relative to its revenue or operating costs. If, let's say, JPMorgan Chase is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, JPMorgan Chase'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 JPMorgan Chase's profitability requires more research than a typical breakdown of JPMorgan Chase'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 0.36 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.45 %, which entails that for every 100 dollars of revenue, it generated $0.45 of operating income.
Last ReportedProjected for 2023
Return on Average Assets 0.009  0.0103 
Return on Average Equity 0.12  0.13 
Return on Invested Capital 0.012  0.0135 
Return on Sales 0.34  0.37 

Management Efficiency

JPMorgan Chase has Return on Asset of 0.0134 % which means that on every $100 spent on assets, it made $0.0134 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1693 %, implying that it generated $0.1693 on every 100 dollars invested. JPMorgan Chase's management efficiency ratios could be used to measure how well JPMorgan Chase manages its routine affairs as well as how well it operates its assets and liabilities. As of the 5th of December 2023, Return on Average Assets is likely to grow to 0.0103. Also, Return on Average Equity is likely to grow to 0.13. At this time, JPMorgan Chase's Goodwill and Intangible Assets are very stable as compared to the past year. As of the 5th of December 2023, Revenue to Assets is likely to grow to 0.0481, while Total Assets Per Share are likely to drop 997.03.
Last ReportedProjected for 2023
Book Value per Share 98.57  95.13 
Enterprise Value over EBIT 7.00  9.01 
Enterprise Value over EBITDA 6.31  7.87 
Price to Book Value 1.35  1.43 
Tangible Assets Book Value per Share1.2 K1.1 K
Enterprise Value324.4 B354.8 B
Tangible Asset Value3.6 T3.5 T
The analysis of JPMorgan Chase's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze JPMorgan Chase's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of JPMorgan Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
Forward Dividend Yield
Forward Dividend Rate

Technical Drivers

As of the 5th of December, JPMorgan Chase retains the market risk adjusted performance of 0.143, and Risk Adjusted Performance of 0.1081. JPMorgan Chase technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Simply put, you can use this information to find out if the firm will indeed mirror its model of historical price patterns, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for JPMorgan Chase, which can be compared to its competitors. Please check out JPMorgan Chase coefficient of variation, treynor ratio, as well as the relationship between the Treynor Ratio and semi variance to decide if JPMorgan Chase is priced correctly, providing market reflects its last-minute price of 157.99 per share. Given that JPMorgan Chase Co has jensen alpha of 0.1084, we strongly advise you to confirm JPMorgan Chase's regular market performance to make sure the company can sustain itself at some point in the future.

JPMorgan Chase Price Movement Analysis

Execute Study
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. JPMorgan Chase middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for JPMorgan Chase. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

JPMorgan 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 JPMorgan Chase insiders, such as employees or executives, is commonly permitted as long as it does not rely on JPMorgan Chase'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 JPMorgan Chase 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.
Matthew Zames over three months ago
Sale by Matthew Zames of 91 shares of JPMorgan Chase

JPMorgan Chase Outstanding Bonds

JPMorgan Chase 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. JPMorgan 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 JPMorgan bonds can be classified according to their maturity, which is the date when JPMorgan Chase Co 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.

JPMorgan Chase Technical and Predictive Indicators

JPMorgan Chase Forecast Models

JPMorgan Chase's time-series forecasting models are one of many JPMorgan Chase's stock analysis techniques aimed at predicting 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 JPMorgan Chase'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 market movement and maximize returns from investment trading.

About JPMorgan Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how JPMorgan Chase prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling JPMorgan 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 JPMorgan Chase. By using and applying JPMorgan Stock analysis, traders can create a robust methodology for identifying JPMorgan entry and exit points for their positions.
Last ReportedProjected for 2023
EBITDA Margin 0.40  0.44 
Gross Margin 0.90  0.89 
Profit Margin 0.28  0.29 

Current JPMorgan Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. JPMorgan 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. JPMorgan 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
JPMorgan Chase Co current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most JPMorgan 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 JPMorgan stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of JPMorgan Chase, talking to its executives and customers, or listening to JPMorgan conference calls.
JPMorgan Analyst Advice Details

JPMorgan Stock Analysis Indicators

JPMorgan Chase Co stock analysis indicators help investors evaluate how JPMorgan Chase stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading JPMorgan Chase shares will generate the highest return on investment. By understating and applying JPMorgan Chase stock analysis, traders can identify JPMorgan Chase position entry and exit signals to maximize returns.
Begin Period Cash Flow740.8 B
Long Term Debt190.6 B
Common Stock Shares OutstandingB
Total Stockholder Equity292.3 B
Total Cashflows From Investing Activities-137.8 B
Tax Provision8.5 B
Quarterly Earnings Growth Y O Y0.388
Property Plant And Equipment Net27.7 B
Cash And Short Term Investments773.1 B
Cash567.2 B
Accounts Payable300.1 B
Net Debt-100.5 B
50 Day M A146.2192
Total Current Liabilities344.2 B
Other Operating Expenses76.1 B
Non Current Assets Total1.1 T
Forward Price Earnings10.2987
Common Stock Total Equity4.1 B
Non Currrent Assets Other-1.1 T
Stock Based Compensation2.8 B
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 persons.
You can also try the Stocks Directory module to find actively traded stocks across global markets.

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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.
Quarterly Earnings Growth
Dividend Share
Earnings Share
Revenue Per Share
Quarterly Revenue Growth
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.