JPM Stock Overview
JPMorgan Chase & Co. operates as a financial services company worldwide.
No risks detected for JPM from our risk checks.
JPMorgan Chase Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||US$117.34|
|52 Week High||US$172.96|
|52 Week Low||US$115.02|
|1 Month Change||-7.47%|
|3 Month Change||-22.87%|
|1 Year Change||-27.86%|
|3 Year Change||6.96%|
|5 Year Change||37.46%|
|Change since IPO||1,073.40%|
Recent News & Updates
JPMorgan Chase: Favorable Risk/Reward Clouded By Short-Term Uncertainty
We first made JPMorgan Chase & Company (JPM) a Long Idea in May 2020 as part of our “See Through the Dip” thesis. Despite slightly underperforming the market, we think the stock is worth $164+/share today and has 33%+ upside. JPMorgan’s stock has strong upside based on guidance for net interest income growth in 2022, a diversified global business, and more.
Do JPMorgan Chase's (NYSE:JPM) Earnings Warrant Your Attention?
Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
It's Almost Time To Chase JPMorgan
We are using technical analysis to look for a specific high-probability long setup in JPM. Follow along as we discuss why this type of setup can help the swing trader find key entry and exit points. We also will analyze what implications this could have on the longer-term outlook for JPM.
|JPM||US Banks||US Market|
Return vs Industry: JPM underperformed the US Banks industry which returned -19.9% over the past year.
Return vs Market: JPM underperformed the US Market which returned -12.9% over the past year.
|JPM Average Weekly Movement||4.5%|
|Banks Industry Average Movement||4.0%|
|Market Average Movement||7.8%|
|10% most volatile stocks in US Market||16.9%|
|10% least volatile stocks in US Market||2.9%|
Stable Share Price: JPM is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: JPM's weekly volatility (5%) has been stable over the past year.
About the Company
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, 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, auto loan, and leasing services.
JPMorgan Chase Fundamentals Summary
|JPM fundamental statistics|
Is JPM overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|JPM income statement (TTM)|
|Cost of Revenue||US$0|
Last Reported Earnings
Mar 31, 2022
Next Earnings Date
Jul 14, 2022
|Earnings per share (EPS)||13.79|
|Net Profit Margin||32.73%|
How did JPM perform over the long term?See historical performance and comparison
3.4%Current Dividend Yield
Does JPM pay a reliable dividends?See JPM dividend history and benchmarks
|JPMorgan Chase dividend dates|
|Ex Dividend Date||Jul 05 2022|
|Dividend Pay Date||Jul 31 2022|
|Days until Ex dividend||42 days|
|Days until Dividend pay date||68 days|
Does JPM pay a reliable dividends?See JPM dividend history and benchmarks
Is JPMorgan Chase undervalued compared to its fair value and its price relative to the market?
Valuation Score 4/6
Below Fair Value
Significantly Below Fair Value
PE vs Industry
PE vs Market
PB vs Industry
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: JPM ($117.34) is trading below our estimate of fair value ($192.41)
Significantly Below Fair Value: JPM is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: JPM is good value based on its PE Ratio (8.5x) compared to the US Banks industry average (9.7x).
PE vs Market: JPM is good value based on its PE Ratio (8.5x) compared to the US market (15.2x).
Price to Earnings Growth Ratio
PEG Ratio: JPM is poor value based on its PEG Ratio (1.2x)
Price to Book Ratio
PB vs Industry: JPM is overvalued based on its PB Ratio (1.4x) 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 17 analysts?
Future Growth Score1/6
Future Growth Score 1/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JPM's forecast earnings growth (7.1% per year) is above the savings rate (1.9%).
Earnings vs Market: JPM's earnings (7.1% per year) are forecast to grow slower than the US market (12.5% per year).
High Growth Earnings: JPM's earnings are forecast to grow, but not significantly.
Revenue vs Market: JPM's revenue (5.1% per year) is forecast to grow slower than the US market (7.8% per year).
High Growth Revenue: JPM's revenue (5.1% 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 (13.4%).
How has JPMorgan Chase performed over the past 5 years?
Past Performance Score3/6
Past Performance Score 3/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JPM has high quality earnings.
Growing Profit Margin: JPM's current net profit margins (32.7%) are higher than last year (32.7%).
Past Earnings Growth Analysis
Earnings Trend: JPM's earnings have grown by 12.6% per year over the past 5 years.
Accelerating Growth: JPM's earnings growth over the past year (4.3%) is below its 5-year average (12.6% per year).
Earnings vs Industry: JPM earnings growth over the past year (4.3%) underperformed the Banks industry 20.9%.
Return on Equity
High ROE: JPM's Return on Equity (14.8%) is considered low.
How is JPMorgan Chase's financial position? (This company is analysed differently as a bank or financial institution)
Financial Health Score6/6
Financial Health Score 6/6
Allowance for Bad Loans
Low Risk Liabilities
Low Risk Deposits
Level of Bad Loans
Financial Position Analysis
Debt to Equity History and Analysis
Financial Institutions Analysis
Asset Level: JPM's Assets to Equity ratio (13.8x) is moderate.
Allowance for Bad Loans: JPM has a sufficient allowance for bad loans (222%).
Low Risk Liabilities: 70% 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 (28%).
Low Risk Deposits: JPM's Loans to Deposits ratio (44%) is appropriate.
Level of Bad Loans: JPM has an appropriate level of bad loans (0.7%).
What is JPMorgan Chase current dividend yield, its reliability and sustainability?
Dividend Score 5/6
Future Dividend Coverage
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: JPM's dividend (3.41%) is higher than the bottom 25% of dividend payers in the US market (1.58%).
High Dividend: JPM's dividend (3.41%) is low compared to the top 25% of dividend payers in the US market (4.11%).
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
Earnings Coverage: With its reasonably low payout ratio (28.9%), 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 (34.6% payout ratio).
Discover strong dividend paying companies
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Jamie Dimon (65 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 ($USD84.43M) is above average for companies of similar size in the US market ($USD13.34M).
Compensation vs Earnings: Jamie's compensation has increased by more than 20% in the past year.
Experienced Management: JPM's management team is not considered experienced ( 1.2 years average tenure), which suggests a new team.
Experienced Board: JPM'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: Insufficient data to determine if 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 employee growth, exchange listings and data sources
- Name: JPMorgan Chase & Co.
- Ticker: JPM
- Exchange: NYSE
- Founded: 1799
- Industry: Diversified Banks
- Sector: Banks
- Implied Market Cap: US$344.634b
- Shares outstanding: 2.94b
- Website: https://www.jpmorganchase.com
Number of Employees
- JPMorgan Chase & Co.
- 383 Madison Avenue
- New York
- New York
- United States
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/05/22 00:00|
|End of Day Share Price||2022/05/20 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.