JPM:NYE-JP Morgan Chase & Co.

EQUITY | Banks | New York Stock Exchange

Last Closing Price

USD 112.27

Change

-0.40 (-0.36)%

Market Cap

USD 384.56B

Volume

0.02B

Yahoo Analyst Target

USD 104.23 (-7.16%)

STA Analyst Target

USD 103.44 (-17.25%)
Yahoo Analyst Rating

Verdict

STA Analyst Rating

Verdict

STA Verdict

Verdict

About

JPMorgan Chase & Co is a financial services firm and a banking institution. It offers investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-01-16 )

Largest Industry Peers for Banks

Symbol Name Price(Change) Market Cap
BAC Bank of America Corporation

+0.05 (+0.16%)

USD 325.85B
WFC Wells Fargo & Company

-0.05 (-0.08%)

USD 305.73B
HSBC HSBC Holdings plc.

+0.07 (+0.13%)

USD 219.54B
C Citigroup Inc.

+0.27 (+0.35%)

USD 203.88B
ASB.P.D Associated Banc-Corp Depositar..

-0.10 (-0.39%)

USD 152.23B
FRC.P.D First Republic Bank San Franci..

-0.09 (-0.35%)

USD 133.30B
RY Royal Bank Of Canada

+0.83 (+0.98%)

USD 123.77B
SAN Banco Santander S.A. Sponsored..

+0.01 (+0.14%)

USD 115.86B
TD Toronto Dominion Bank (The)

+0.14 (+0.24%)

USD 108.71B
MTU Mitsubishi UFJ Financial Group..

+0.11 (+1.38%)

USD 106.47B

ETFs Containing JPM

IYG iShares U.S. Financial Se.. 11.95 % 0.44 %

-0.38 (-0.13%)

USD 1.65B
XLF SPDR Select Sector Fund -.. 10.98 % 0.14 %

-0.08 (-0.13%)

USD 33.60B
FNCL Fidelity MSCI Financials .. 9.23 % 0.08 %

-0.16 (-0.13%)

USD 1.29B
VFH Vanguard Financials 9.14 % 0.10 %

-0.34 (-0.13%)

USD 7.84B
FTXO First Trust Nasdaq Bank E.. 8.08 % 0.60 %

-0.04 (-0.13%)

USD 1.31B
FINU ProShares UltraPro Financ.. 7.99 % 0.95 %

-1.27 (-0.13%)

USD 0.05B
KBWB PowerShares KBW Bank Port.. 7.98 % 0.35 %

-0.22 (-0.13%)

USD 1.07B
RWW Oppenheimer Financials Se.. 7.39 % 0.49 %

-0.27 (-0.13%)

USD 0.04B
RWW Oppenheimer Financials Se.. 7.29 % 0.49 %

-0.27 (-0.13%)

USD 0.04B
IYF iShares U.S. Financial 7.02 % 0.44 %

-0.22 (-0.13%)

USD 2.12B
SPMO PowerShares S&P 500 Momen.. 6.18 % 0.25 %

-0.03 (-0.13%)

USD 9.04M
JKF iShares Morningstar Large.. 5.72 % 0.25 %

+0.01 (+-0.13%)

USD 0.42B
ZBK:CA BMO Equal Weight US Banks.. 5.52 % 0.39 %

-0.72 (-0.13%)

CAD 1.03B
UYG ProShares Ultra Financial.. 5.50 % 0.95 %

-0.70 (-0.13%)

USD 1.01B
MTUM iShares Edge MSCI USA Mom.. 5.20 % 0.15 %

N/A

USD 3.60B
IXG iShares Global Financial 4.96 % 0.48 %

-0.21 (-0.13%)

USD 0.60B
DUSA Davis Select U.S. Equity .. 4.80 % 0.60 %

-0.08 (-0.13%)

N/A
DFNL Davis Select Financial ET.. 4.73 % 0.65 %

-0.06 (-0.13%)

N/A
HBF:CA Brand Leaders Plus Income.. 4.73 % 1.58 %

-0.06 (-0.13%)

CAD 0.07B
SYV SPDR MFS Systematic Value.. 4.72 % 0.60 %

+0.02 (+-0.13%)

USD 0.01B
SPVU PowerShares S&P 500 Enhan.. 4.55 % 0.25 %

-0.12 (-0.13%)

USD 0.02B
IWX iShares Russell Top 200 V.. 4.31 % 0.20 %

-0.02 (-0.13%)

USD 0.31B
JHMF John Hancock Multifactor .. 4.17 % 0.50 %

-0.21 (-0.13%)

USD 0.05B
QDYN FlexShares Quality Dynami.. 4.01 % 0.37 %

N/A

USD 0.06B
FAS Direxion Financial Bull 3.. 3.93 % 0.00 %

-0.45 (-0.13%)

USD 2.84B
SYE SPDR MFS Systematic Core .. 3.82 % 0.60 %

-0.19 (-0.13%)

USD 0.02B
SPYV SPDR Series Trust Portfol.. 3.68 % 0.15 %

-0.13 (-0.13%)

USD 0.78B
VOOV Vanguard S&P 500 Value 3.65 % 0.15 %

-0.31 (-0.13%)

USD 0.88B
VYM Vanguard High Dividend Yi.. 3.62 % 0.08 %

-0.25 (-0.13%)

USD 21.76B
EZY EZY 3.60 % 0.38 %

N/A

USD 0.04B
MGV Vanguard Mega Cap Value 3.59 % 0.07 %

-0.16 (-0.13%)

USD 1.99B
PWV PowerShares Dynamic Large.. 3.54 % 0.56 %

-0.07 (-0.13%)

USD 1.54B
XLG Guggenheim S&P 500 Top 50 3.33 % 0.20 %

-0.37 (-0.13%)

USD 0.76B
IVE iShares S&P 500 Value 3.32 % 0.18 %

-0.51 (-0.13%)

USD 15.89B
HAZ:CA Horizons Active Global Di.. 3.18 % 0.92 %

+0.03 (+-0.13%)

CAD 0.26B
ESG FlexShares STOXX US ESG I.. 3.18 % 0.32 %

+0.15 (+-0.13%)

USD 0.02B
IUSV iShares Core S&P U.S. Val.. 3.08 % 0.06 %

-0.24 (-0.13%)

USD 3.35B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

N/A

CAD 7.25M
IOO iShares Global 100 3.06 % 0.40 %

-0.02 (-0.13%)

USD 1.91B
FDVV Fidelity High Dividend 3.04 % 0.29 %

-0.06 (-0.13%)

USD 0.10B
VTV Vanguard Value 2.97 % 0.06 %

-0.35 (-0.13%)

USD 37.82B
IWD iShares Russell 1000 Valu.. 2.93 % 0.20 %

-0.47 (-0.13%)

USD 41.19B
VONV Vanguard Russell 1000 Val.. 2.93 % 0.12 %

-0.42 (-0.13%)

USD 1.37B
PFI PowerShares DWA Financial.. 2.92 % 0.60 %

-0.32 (-0.13%)

USD 0.07B
DGRO iShares Core Dividend Gro.. 2.88 % 0.09 %

-0.05 (-0.13%)

USD 2.84B
SCHV Schwab U.S. Large-Cap Val.. 2.84 % 0.05 %

-0.20 (-0.13%)

USD 4.25B
HAU:CA Horizons Active US Divide.. 2.65 % 0.79 %

N/A

CAD 8.80M
OEF iShares S&P 100 2.57 % 0.20 %

-0.30 (-0.13%)

USD 5.25B
FTLB First Trust Low Beta Inco.. 2.57 % 0.85 %

-0.03 (-0.13%)

USD 8.14M
FTHI First Trust High Income E.. 2.54 % 0.85 %

+0.04 (+-0.13%)

USD 0.06B
ZVU:CA BMO MSCI USA Value Index .. 2.52 % 0.00 %

-0.13 (-0.13%)

CAD 8.87M
HEA.A:CA Horizons Enhanced Income .. 2.46 % 1.61 %

N/A

CAD 3.35M
MMTM SPDR S&P 1500 Momentum Ti.. 2.40 % 0.12 %

+2.14 (+-0.13%)

USD 0.02B
FDRR Fidelity Dividend ETF for.. 2.39 % 0.29 %

-0.10 (-0.13%)

USD 0.25B
EPS WisdomTree U.S. Earnings .. 2.32 % 0.28 %

-0.06 (-0.13%)

USD 0.18B
PXLV PowerShares Russell Top 2.. 2.30 % 0.39 %

N/A

USD 0.10B
ESGG FlexShares STOXX Global E.. 2.25 % 0.42 %

-0.07 (-0.13%)

USD 0.05B
GVIP Goldman Sachs Hedge Indus.. 2.19 % 0.45 %

-0.04 (-0.13%)

USD 0.08B
SPXT ProShares S&P 500 Ex-Tech.. 2.18 % 0.27 %

N/A

USD 2.71M
EXT WisdomTree U.S. Total Ear.. 2.08 % 0.28 %

-0.16 (-0.13%)

USD 0.07B
FDMO Fidelity Momentum Factor 2.08 % 0.29 %

-0.07 (-0.13%)

USD 0.06B
FVAL Fidelity Value Factor 2.06 % 0.29 %

-0.15 (-0.13%)

USD 0.07B
IWL iShares Russell Top 200 2.02 % 0.15 %

-0.04 (-0.13%)

USD 0.15B
PRF Powershares FTSE RAFI US .. 1.97 % 0.39 %

-0.63 (-0.13%)

USD 5.53B
CLU.C:CA iShares US Fundamental In.. 1.96 % 0.74 %

N/A

CAD 0.12B
CLU:CA iShares US Fundamental In.. 1.96 % 0.72 %

N/A

CAD 0.16B
DLN WisdomTree U.S. LargeCap .. 1.95 % 0.28 %

-0.15 (-0.13%)

USD 2.10B
RALS ProShares RAFI Long Short 1.92 % 0.95 %

+0.05 (+-0.13%)

USD 0.02B
FTLS First Trust Long/Short Eq.. 1.92 % 0.95 %

-0.09 (-0.13%)

USD 0.14B
MGC Vanguard Mega Cap 1.89 % 0.07 %

-0.19 (-0.13%)

USD 1.43B
SPXV ProShares S&P 500 Ex-Heal.. 1.88 % 0.27 %

+1.04 (+-0.13%)

USD 1.47M
RFDA RiverFront Dynamic US Div.. 1.88 % 0.52 %

-0.19 (-0.13%)

USD 0.07B
RFFC RiverFront Dynamic US Fle.. 1.87 % 0.52 %

-0.22 (-0.13%)

USD 0.05B
VLU SPDR S&P 1500 Value Tilt 1.83 % 0.12 %

-0.36 (-0.13%)

USD 0.02B
DHVW Diamond Hill Valuation-We.. 1.82 % 0.10 %

-0.04 (-0.13%)

USD 0.02B
RUE:CA RBC Quant U.S. Equity Lea.. 1.77 % 0.44 %

-0.11 (-0.13%)

CAD 0.03B
SPXE ProShares S&P 500 Ex-Ener.. 1.71 % 0.27 %

+0.75 (+-0.13%)

USD 7.26M
SPYX SPDR S&P 500 Fossil Fuel .. 1.71 % 0.20 %

-0.17 (-0.13%)

USD 0.25B
DTD WisdomTree U.S. Total Div.. 1.66 % 0.28 %

-0.23 (-0.13%)

USD 0.65B
ESGU iShares MSCI USA ESG Opti.. 1.63 % 0.27 %

-0.06 (-0.13%)

USD 0.02B
IVV iShares Core S&P 500 1.62 % 0.05 %

-1.01 (-0.13%)

USD 150.45B
SPY SPDR S&P 500 1.62 % 0.09 %

-0.95 (-0.13%)

USD 284.86B
HSPX Horizons ETF Trust I S&P .. 1.62 % 0.65 %

-0.07 (-0.13%)

USD 0.03B
CATH Global X S&P 500 Catholic.. 1.62 % 0.29 %

-0.13 (-0.13%)

N/A
ZSP:CA BMO S&P 500 Index ETF 1.61 % 0.10 %

-0.43 (-0.13%)

CAD 4.23B
DMRL DeltaShares S&P 500 Manag.. 1.60 % 0.00 %

+0.26 (+-0.13%)

USD 0.44B
VOO Vanguard S&P 500 1.60 % 0.04 %

-0.93 (-0.13%)

USD 80.35B
VV Vanguard Large-Cap 1.56 % 0.06 %

-0.43 (-0.13%)

USD 12.07B
PBP PowerShares S&P 500 BuyWr.. 1.55 % 0.75 %

-0.01 (-0.13%)

USD 0.33B
PHDG PowerShares S&P 500 Downs.. 1.54 % 0.39 %

-0.01 (-0.13%)

USD 0.02B
TPU:CA TD S&P 500 Index ETF 1.54 % 0.11 %

-0.04 (-0.13%)

CAD 0.02B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

N/A

USD 5.21M
SPLG SPDR Series Trust Portfol.. 1.52 % 0.10 %

-0.13 (-0.13%)

USD 0.81B
SCHX Schwab U.S. Large-Cap 1.49 % 0.03 %

-0.25 (-0.13%)

USD 12.12B
IWB iShares Russell 1000 1.45 % 0.15 %

-0.59 (-0.13%)

USD 20.89B
VONE Vanguard Russell 1000 Ind.. 1.45 % 0.12 %

-0.43 (-0.13%)

USD 0.83B
SCHK Schwab 1000 Index 1.45 % 0.00 %

-0.10 (-0.13%)

USD 0.25B
TILT FlexShares Mornigstar US .. 1.44 % 0.27 %

-0.58 (-0.13%)

USD 1.26B
IYY iShares Dow Jones U.S. 1.41 % 0.20 %

-0.59 (-0.13%)

USD 1.18B
ONEK SPDR Russell 1000 1.41 % 0.10 %

N/A

USD 0.16B
GSLC Goldman Sachs ActiveBeta .. 1.40 % 0.09 %

-0.20 (-0.13%)

USD 2.84B
SPTM SPDR Portfolio Total Stoc.. 1.37 % 0.10 %

-0.18 (-0.13%)

USD 1.10B
IWV iShares Russell 3000 1.34 % 0.20 %

-0.69 (-0.13%)

USD 8.76B
ITOT iShares Core S&P Total U... 1.34 % 0.03 %

-0.30 (-0.13%)

USD 13.14B
VTHR Vanguard Russell 3000 Ind.. 1.34 % 0.15 %

-0.39 (-0.13%)

USD 0.40B
SCHB Schwab U.S. Broad Market 1.34 % 0.03 %

-0.33 (-0.13%)

USD 11.88B
VTI Vanguard Total Stock Mark.. 1.32 % 0.04 %

-0.63 (-0.13%)

USD 91.16B
THRK SPDR Russell 3000 1.29 % 0.10 %

N/A

USD 0.52B
GHS REX Gold Hedged S&P 500 1.26 % 0.48 %

+0.20 (+-0.13%)

N/A
FNDX Schwab Fundamental U.S. L.. 1.26 % 0.32 %

-0.22 (-0.13%)

USD 3.98B
MULC:CA Manulife Multifactor U.S... 1.18 % 0.00 %

+0.12 (+-0.13%)

CAD 4.39M
JHML John Hancock Multifactor .. 1.17 % 0.35 %

-0.19 (-0.13%)

N/A
FNDB Schwab Fundamental U.S. B.. 1.15 % 0.32 %

-0.15 (-0.13%)

USD 0.31B
ROUS Hartford Multifactor U.S... 1.09 % 0.31 %

-0.05 (-0.13%)

USD 0.04B
TOK iShares MSCI Kokusai 1.01 % 0.25 %

-0.14 (-0.13%)

USD 0.16B
URTH Ishares MSCI World Index .. 0.92 % 0.24 %

-0.16 (-0.13%)

USD 0.59B
CRBN iShares MSCI ACWI Low Car.. 0.85 % 0.20 %

-0.13 (-0.13%)

USD 0.52B
LOWC SPDR MSCI ACWI Low Carbon.. 0.84 % 0.20 %

+0.57 (+-0.13%)

USD 0.16B
ACWI iShares MSCI ACWI Index F.. 0.83 % 0.32 %

-0.13 (-0.13%)

USD 9.13B
ACIM SPDR MSCI ACWI IMI 0.83 % 0.25 %

+0.21 (+-0.13%)

USD 0.10B
XMX WisdomTree Global ex-Mexi.. 0.81 % 0.30 %

+0.30 (+-0.13%)

USD 0.09B
VT Vanguard Total World Stoc.. 0.70 % 0.11 %

-0.18 (-0.13%)

USD 11.02B
PYF:CA Purpose Premium Yield Fun.. 0.00 % 0.71 %

+0.03 (+-0.13%)

CAD 0.09B

Market Performance

  Market Performance vs.
Industry/Classification (Banks)
Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.98% 71% C- 76% C
Dividend Return 0.52% 46% F 49% F
Total Return 5.51% 73% C 80% B-
Trailing 12 Months  
Capital Gain 29.49% 84% B 82% B-
Dividend Return 2.45% 24% F 38% F
Total Return 31.94% 85% B 82% B-
Trailing 5 Years  
Capital Gain 139.79% 86% B 89% B+
Dividend Return 18.67% 46% F 56% F
Total Return 158.46% 87% B+ 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 16.56% 85% B 87% B+
Dividend Return 19.43% 86% B 88% B+
Total Return 2.88% 34% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 17.10% 45% F 44% F
Risk Adjusted Return 113.67% 73% C 85% B
Market Capitalization 279.91B 100% A+ 100% A+

Key Financial Ratios

  Ratio vs. Industry/Classification
(Banks)
Ratio vs. Market
(New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.50 47% F 55% F
Price/Book Ratio 1.68 31% F 59% F
Price / Cash Flow Ratio 4.62 15% F 26% F
Price/Free Cash Flow Ratio 17.51 19% F 40% F
Management Effectiveness  
Return on Equity 10.49% 68% D+ 60% D-
Return on Invested Capital 6.31% 47% F 43% F
Return on Assets 1.06% 68% D+ 34% F
Debt to Equity Ratio 146.00% 29% F 26% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector