JPMorgan Stock Analysis

JPM Stock  USD 141.92  0.83  0.59%   
The modest gains experienced by current holders of JPMorgan Chase Co may raise some interest from insiders. The stock closed today at a share price of 141.92 on very low momentum in trading volume. The company directors and management have been quite successful in maneuvering the stock at opportune times to take advantage of all market conditions in January. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.22. 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.
  
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 Labour Day, Thanksgiving Day, Christmas Day, Christmas Day ( substitute day ), New Year 's Monday, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence 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.

JPMorgan Stock Analysis Notes

About 71.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.53. Some equities with similar Price to Book (P/B) outperform the market in the long run. JPMorgan Chase has Price/Earnings To Growth (PEG) ratio of 1.17. The entity recorded earning per share (EPS) of 12.09. The firm last dividend was issued on the 5th of January 2023. JPMorgan Chase 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 https://www.jpmorganchase.com.

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.
Upcoming Quarterly Report13th of April 2022
Next Financial 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 Financial Announcement31st of March 2021

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.
14th of September 2022
Financial Statements and Exhibits. Other Events
View
8th of September 2022
Unclassified Corporate Event
View
1st of September 2022
Financial Statements and Exhibits. Other Events
View
16th of August 2022
Unclassified Corporate Event
View
11th of August 2022
Financial Statements and Exhibits. Other Events
View
3rd of August 2022
Unclassified Corporate Event
View
28th of July 2022
Financial Statements and Exhibits. Other Events
View
25th of July 2022
Financial Statements and Exhibits. Other Events
View

JPMorgan Chase Thematic Classifications

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Macroaxis long run momentum stocks

JPMorgan Market Capitalization

The company currently falls under 'Mega-Cap' category with a total capitalization of 416.44 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 0.31 %, 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 0.38 %, which entails that for every 100 dollars of revenue, it generated 0.0 of operating income.
Last ReportedProjected for 2023
Return on Average Assets 1.22  1.07 
Return on Average Equity 15.17  12.69 
Return on Invested Capital 0.0184  0.0168 
Return on Sales 0.55  0.48 

Management Efficiency

The entity has Return on Asset of 0.0102 % which means that on every $100 spent on asset, it made $0.0102 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 0.1285 %, implying that it generated $0.1285 on every 100 dollars invested. JPMorgan Chase 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 7th of February 2023, Return on Average Assets is likely to drop to 1.07. In addition to that, Return on Average Equity is likely to drop to 12.69. JPMorgan Chase Revenue to Assets are very stable at the moment as compared to the past year. JPMorgan Chase reported last year Revenue to Assets of 0.0391. As of 7th of February 2023, Asset Turnover is likely to grow to 0.0482, while Total Assets are likely to drop about 2880.2 B.
Last ReportedProjected for 2023
Book Value per Share 111.95  100.29 
Enterprise Value over EBIT 4.50  4.62 
Enterprise Value over EBITDA 4.28  4.39 
Price to Book Value 1.83  1.66 
Tangible Assets Book Value per Share1.4 K1.2 K
Enterprise Value280.7 B342.9 B
Tangible Asset Value4239.9 B3764.9 B
Long Term Debt Total
295.9 B
Forward Dividend Yield
0.0284
Forward Dividend Rate
4
Interest Expense
26.1 B
Beta
1.1039

Technical Drivers

As of the 7th of February, JPMorgan Chase retains the market risk adjusted performance of 0.2077, and Risk Adjusted Performance of 0.1575. 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 141.92 per share. Given that JPMorgan Chase Co has jensen alpha of 0.0764, 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

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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.

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 time-series forecasting models is one of many JPMorgan Chase'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 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 0.62  0.55 
Gross Margin 0.90  0.89 
Profit Margin 34.20  27.47 

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
181.47Buy15Odds
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
Common Stock Shares Outstanding2.9 B
Total Stockholder Equity292.3 B
Tax Provision8.5 B
Quarterly Earnings Growth Y O Y0.072
Retained Earnings296.5 B
Cash567.2 B
Accounts Payable300.1 B
50 Day M A135.7306
Forward Price Earnings10.3842
Please see Risk vs Return Analysis. You can also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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When running JPMorgan Chase 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 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
0.072
Market Capitalization
416.4 B
Quarterly Revenue Growth
0.056
Return On Assets
0.0102
Return On Equity
0.1285
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 JPMorgan Chase value 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.