JPMorgan Chase & Co. operates as a financial services company worldwide. More Details
Flawless balance sheet with solid track record and pays a dividend.
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: JPM is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 3% a week.
Volatility Over Time: JPM's weekly volatility (3%) has been stable over the past year.
7 Day Return
1 Year Return
Return vs Industry: JPM underperformed the US Banks industry which returned 83% over the past year.
Return vs Market: JPM exceeded the US Market which returned 57.5% over the past year.
Long-Term 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
22 hours ago | Simply Wall StDo JPMorgan Chase's (NYSE:JPM) Earnings Warrant Your Attention?
3 weeks ago | Simply Wall StDid You Participate In Any Of JPMorgan Chase's (NYSE:JPM) Fantastic 200% Return ?
1 month ago | Simply Wall StThe Case For JPMorgan Chase & Co. (NYSE:JPM): Could It Be A Nice Addition To Your Dividend Portfolio?
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: JPM ($153.3) is trading below our estimate of fair value ($162.84)
Significantly Below Fair Value: JPM is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: JPM is good value based on its PE Ratio (12.1x) compared to the US Banks industry average (13.3x).
PE vs Market: JPM is good value based on its PE Ratio (12.1x) compared to the US market (22.3x).
Price to Earnings Growth Ratio
PEG Ratio: JPM's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: JPM is overvalued based on its PB Ratio (1.9x) compared to the US Banks industry average (1.1x).
How is JPMorgan Chase forecast to perform in the next 1 to 3 years based on estimates from 16 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JPM's earnings are forecast to decline over the next 3 years (-2.6% per year).
Earnings vs Market: JPM's earnings are forecast to decline over the next 3 years (-2.6% per year).
High Growth Earnings: JPM's earnings are forecast to decline over the next 3 years.
Revenue vs Market: JPM's revenue (2.8% per year) is forecast to grow slower than the US market (9.4% per year).
High Growth Revenue: JPM's revenue (2.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: JPM's Return on Equity is forecast to be low in 3 years time (13.1%).
How has JPMorgan Chase performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JPM has high quality earnings.
Growing Profit Margin: JPM's current net profit margins (32.8%) are higher than last year (27.7%).
Past Earnings Growth Analysis
Earnings Trend: JPM's earnings have grown by 7.6% per year over the past 5 years.
Accelerating Growth: JPM's earnings growth over the past year (37.1%) exceeds its 5-year average (7.6% per year).
Earnings vs Industry: JPM earnings growth over the past year (37.1%) exceeded the Banks industry 1.5%.
Return on Equity
High ROE: JPM's Return on Equity (14.5%) is considered low.
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
Financial Institutions Analysis
Asset Level: JPM's Assets to Equity ratio (13.1x) is moderate.
Allowance for Bad Loans: JPM has a sufficient allowance for bad loans (237%).
Low Risk Liabilities: 67% of JPM's liabilities are made up of primarily low risk sources of funding.
Loan Level: JPM has an appropriate level of Loans to Assets ratio (25%).
Low Risk Deposits: JPM's Loans to Deposits ratio (41%) is appropriate.
Level of Bad Loans: JPM has an appropriate level of bad loans (1%).
What is JPMorgan Chase current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: JPM's dividend (2.35%) is higher than the bottom 25% of dividend payers in the US market (1.24%).
High Dividend: JPM's dividend (2.35%) is low compared to the top 25% of dividend payers in the US market (3.48%).
Stability and Growth of Payments
Stable Dividend: JPM's dividends per share have been stable in the past 10 years.
Growing Dividend: JPM's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (28.5%), JPM's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: JPM's dividends in 3 years are forecast to be well covered by earnings (36.6% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Jamie Dimon (64 yo)
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 ($USD31.66M) is above average for companies of similar size in the US market ($USD11.02M).
Compensation vs Earnings: Jamie's compensation has been consistent with company performance over the past year.
Experienced Management: JPM's management team is considered experienced (3.6 years average tenure).
Experienced Board: JPM's board of directors are considered experienced (6.5 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
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: JPM
- Exchange: NYSE
- Founded: 1799
- Industry: Diversified Banks
- Sector: Banks
- Market Cap: US$492.765b
- Shares outstanding: 3.03b
- Website: https://www.jpmorganchase.com
Number of Employees
- JPMorgan Chase & Co.
- 383 Madison Avenue
- New York
- New York
- United States
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 As...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/04/16 22:36|
|End of Day Share Price||2021/04/16 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.