JPMorgan Chase & Co. operates as a financial services company worldwide.
Flawless balance sheet established dividend payer.
Share Price & News
How has JPMorgan Chase's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: 0Q1F has not had significant price volatility in the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: Insufficient data to determine how 0Q1F performed against the UK Banks industry.
Return vs Market: Insufficient data to determine how 0Q1F performed against the UK Market.
Price Volatility Vs. Market
How volatile is JPMorgan Chase's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is JPMorgan Chase undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: 0Q1F ($123.02) is trading below our estimate of fair value ($167.43)
Significantly Below Fair Value: 0Q1F is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: 0Q1F is poor value based on its PE Ratio (11.8x) compared to the Banks industry average (8.6x).
PE vs Market: 0Q1F is good value based on its PE Ratio (11.8x) compared to the UK market (16.8x).
Price to Earnings Growth Ratio
PEG Ratio: 0Q1F's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: 0Q1F is overvalued based on its PB Ratio (1.7x) compared to the GB Banks industry average (0.7x).
How is JPMorgan Chase forecast to perform in the next 1 to 3 years based on estimates from 14 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: 0Q1F's earnings are forecast to decline over the next 3 years (-0.8% per year).
Earnings vs Market: 0Q1F's earnings are forecast to decline over the next 3 years (-0.8% per year).
High Growth Earnings: 0Q1F's earnings are forecast to decline over the next 3 years.
Revenue vs Market: 0Q1F's revenue (3.9% per year) is forecast to grow faster than the UK market (3.8% per year).
High Growth Revenue: 0Q1F's revenue (3.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: 0Q1F's Return on Equity is forecast to be low in 3 years time (14.6%).
How has JPMorgan Chase performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: 0Q1F has high quality earnings.
Growing Profit Margin: 0Q1F's current net profit margins (31.5%) are higher than last year (29.5%).
Past Earnings Growth Analysis
Earnings Trend: 0Q1F's earnings have grown by 10.7% per year over the past 5 years.
Accelerating Growth: 0Q1F's earnings growth over the past year (12.8%) exceeds its 5-year average (10.7% per year).
Earnings vs Industry: 0Q1F earnings growth over the past year (12.8%) underperformed the Banks industry 29.6%.
Return on Equity
High ROE: 0Q1F's Return on Equity (13.9%) is considered low.
Return on Assets
Return on Capital Employed
How is JPMorgan Chase's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Inventory Level: 0Q1F has a low level of unsold assets or inventory.
Debt Coverage by Assets: 0Q1F's debt is covered by short term assets (assets are 1.9x debt).
Financial Institutions Analysis
Asset Level: 0Q1F's level of assets compared to its equity is moderate.
Allowance for Bad Loans: 0Q1F has a sufficient allowance for bad loans.
Low Risk Liabilities: 0Q1F's liabilities are made up of primarily low risk sources of funding.
Loan Level: 0Q1F has an acceptable proportion of non-loan assets held.
Low Risk Deposits: 0Q1F's loans are broadly funded by customer deposits.
Level of Bad Loans: 0Q1F has an appropriate level of bad loans (0.41%)
What is JPMorgan Chase's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: 0Q1F's dividend (2.84%) is higher than the bottom 25% of dividend payers in the UK market (1.94%).
High Dividend: 0Q1F's dividend (2.84%) is low compared to the top 25% of dividend payers in the UK market (5.4%).
Stability and Growth of Payments
Stable Dividend: 0Q1F's dividends per share have been stable in the past 10 years.
Growing Dividend: 0Q1F's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (31.6%), 0Q1F's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: 0Q1F's dividends in 3 years are forecast to be well covered by earnings (35.5% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Jamie Dimon (63yo)
Mr. James Dimon, also known as Jamie, has been the Chairman and Chief Executive Officer of JPMorgan Chase & Co. since December 31, 2006 and December 31, 2005 respectively and served as its President since ...
CEO Compensation Analysis
Compensation vs Market: Jamie's total compensation ($USD30.03M) is above average for companies of similar size in the UK market ($USD4.65M).
Compensation vs Earnings: Jamie's compensation has been consistent with company performance over the past year.
|Chairman & CEO||14.2yrs||US$30.03m||0.25% $936.0m|
|Chief Executive Officer of Asset & Wealth Management||10.4yrs||US$19.90m||0.014% $52.8m|
|Chief Executive Officer of Consumer Lending||0.8yrs||US$14.16m||0.0038% $14.3m|
|Chief Financial Officer||0.8yrs||no data||0.00021% $783.5k|
|Chief Investment Officer and Treasurer||4.8yrs||no data||no data|
|MD, Corporate Controller & Principal Accounting Officer||3.1yrs||no data||0.00025% $932.7k|
|Chief Information Officer||0yrs||no data||0.00077% $2.9m|
|Chief Administrative Officer||4yrs||no data||no data|
Experienced Management: 0Q1F's management team is considered experienced (3.1 years average tenure).
|Chairman & CEO||14.2yrs||US$30.03m||0.25% $936.0m|
|Vice Chairman of Global Banking||5.3yrs||no data||no data|
|Lead Independent Director||0yrs||US$442.50k||0.0081% $30.3m|
|Independent Director||15.6yrs||US$380.00k||0.39% $1.5b|
|Independent Director||15.6yrs||US$542.50k||0.0011% $4.0m|
|Independent Director||6.4yrs||US$405.00k||0.0021% $7.8m|
|Independent Director||15.6yrs||US$365.00k||0.0010% $3.8m|
|Independent Director||8.3yrs||US$430.00k||no data|
|Independent Director||7.8yrs||US$414.44k||0.00032% $1.2m|
|Chairman of Japanese Investment Trust||5.2yrs||no data||no data|
Experienced Board: 0Q1F's board of directors are considered experienced (8.3 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: 0Q1F insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
JPMorgan Chase & Co.'s company bio, employee growth, exchange listings and data sources
- Name: JPMorgan Chase & Co.
- Ticker: 0Q1F
- Exchange: LSE
- Founded: 1799
- Industry: Diversified Banks
- Sector: Banks
- Market Cap: US$373.089b
- Shares outstanding: 3.07b
- Website: https://www.jpmorganchase.com
Number of Employees
- JPMorgan Chase & Co.
- 383 Madison Avenue
- New York
- New York
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|JPM||NYSE (New York Stock Exchange)||Yes||Common Shares||US||USD||Mar 1969|
|0Q1F||LSE (London Stock Exchange)||Yes||Common Shares||GB||USD||Mar 1969|
|CMC||DB (Deutsche Boerse AG)||Yes||Common Shares||DE||EUR||Mar 1969|
|JPM *||BMV (Bolsa Mexicana de Valores)||Yes||Common Shares||MX||MXN||Mar 1969|
|CMC||XTRA (XETRA Trading Platform)||Yes||Common Shares||DE||EUR||Mar 1969|
|JPM||BVC (Bolsa de Valores de Colombia)||Yes||Common Shares||CO||COP||Mar 1969|
|JPM||SNSE (Santiago Stock Exchange)||Yes||Common Shares||CL||USD||Mar 1969|
|JPM||SWX (SIX Swiss Exchange)||Yes||Common Shares||CH||CHF||Mar 1969|
|JPM||ETLX (Eurotlx)||Yes||Common Shares||IT||EUR||Mar 1969|
|JPM||WBAG (Wiener Boerse AG)||Yes||Common Shares||AT||EUR||Mar 1969|
|JPM||BASE (Buenos Aires Stock Exchange)||CEDEAR REP 5/10 USD2.5||AR||ARS||Jul 2001|
|CMC2||DB (Deutsche Boerse AG)||PERP SR NT 7.9%||DE||USD||Apr 2008|
|JPMC34||BOVESPA (Bolsa de Valores de Sao Paulo)||BDR EACH REPR 0.5 COM USD1||BR||BRL||Aug 2012|
|CMC6||DB (Deutsche Boerse AG)||PERP SR -R NT 6%||DE||USD||Jul 2013|
|CMC5||DB (Deutsche Boerse AG)||PERP SUB GLBL -S||DE||USD||Jan 2014|
|CMCE||DB (Deutsche Boerse AG)||PERP SUB GLBL -X||DE||USD||Sep 2014|
|JPM.PRFCL||NYSE (New York Stock Exchange)||DEP SHS 1/400||US||USD||Feb 2015|
|JPM.PRG||NYSE (New York Stock Exchange)||DEP SHS PFD||US||USD||Jun 2015|
|JPM.PRH||NYSE (New York Stock Exchange)||DEP SHS REP PFD||US||USD||Jul 2015|
|JPM.PRD||NYSE (New York Stock Exchange)||5.75% SHS PFD DD||US||USD||Sep 2018|
|JPM.PRC||NYSE (New York Stock Exchange)||6 DEP NCM PFD EE||US||USD||Jan 2019|
|JPM.PRJ||NYSE (New York Stock Exchange)||4.75 DPRP PFD GG||US||USD||Nov 2019|
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners. The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a strategic partnership with StatPro Group plc to develop a multi-asset portfolio analytics solution for asset managers. The company was founded in 1799 and is headquartered in New York, New York.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/02/28 20:41|
|End of Day Share Price||2020/02/28 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.