JPM:NYE-JP Morgan Chase & Co.

EQUITY | Banks | New York Stock Exchange

Last Closing Price

USD 111.28

Change

+1.39 (+1.26)%

Market Cap

USD 374.00B

Volume

0.01B

Yahoo Analyst Target

USD 121.87 (9.52%)

STA Analyst Target

USD 123.15 (10.66%)
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: 2018-07-20 )

Largest Industry Peers for Banks

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

+0.46 (+1.55%)

USD 301.68B
WFC Wells Fargo & Company

+0.08 (+0.14%)

USD 273.54B
HSBC HSBC Holdings plc.

+0.24 (+0.51%)

USD 189.15B
C Citigroup Inc.

+0.23 (+0.33%)

USD 174.20B
ASB.P.D Associated Banc-Corp Depositar..

-0.06 (-0.26%)

USD 150.54B
FRC.P.D First Republic Bank San Franci..

+0.14 (+0.56%)

USD 134.68B
RY Royal Bank Of Canada

+0.89 (+1.16%)

USD 111.50B
TD Toronto Dominion Bank (The)

+0.39 (+0.68%)

USD 106.31B
HDB HDFC Bank Limited

+1.28 (+1.16%)

USD 98.20B
SAN Banco Santander S.A. Sponsored..

+0.02 (+0.37%)

USD 87.62B

ETFs Containing JPM

IYG iShares U.S. Financial Se.. 11.70 % 0.43 %

+0.56 (+0.42%)

USD 1.68B
XLF SPDR Select Sector Fund -.. 11.11 % 0.14 %

+0.05 (+0.18%)

USD 31.33B
FINU ProShares UltraPro Financ.. 9.73 % 0.95 %

+0.42 (+0.45%)

USD 0.06B
FNCL Fidelity MSCI Financials .. 9.19 % 0.08 %

+0.11 (+0.27%)

USD 1.56B
VFH Vanguard Financials 9.15 % 0.10 %

+0.17 (+0.24%)

USD 8.24B
FTXO First Trust Nasdaq Bank E.. 8.00 % 0.60 %

+0.16 (+0.55%)

USD 1.37B
KBWB Invesco KBW Bank ETF 7.96 % 0.35 %

+0.07 (+0.13%)

USD 1.01B
RWW Oppenheimer S&P Financial.. 7.45 % 0.49 %

-0.10 (-0.15%)

USD 0.04B
RWW Oppenheimer S&P Financial.. 7.45 % 0.49 %

-0.10 (-0.15%)

USD 0.04B
IYF iShares U.S. Financial 6.89 % 0.43 %

+0.06 (+0.05%)

USD 1.98B
UYG ProShares Ultra Financial.. 6.05 % 0.95 %

+0.04 (+0.09%)

USD 0.89B
JKF iShares Morningstar Large.. 5.52 % 0.25 %

-0.20 (-0.19%)

USD 0.39B
IXG iShares Global Financial 5.15 % 0.47 %

+0.39 (+0.60%)

USD 0.50B
FAS Direxion Financial Bull 3.. 4.92 % 0.95 %

+0.05 (+0.07%)

USD 2.64B
SYV SPDR MFS Systematic Value.. 4.47 % 0.60 %

-0.24 (-0.35%)

USD 0.04B
DFNL Davis Select Financial ET.. 4.41 % 0.65 %

+0.03 (+0.10%)

USD 0.14B
TETF ETF Industry Exposure & F.. 4.32 % 0.64 %

-0.10 (-0.48%)

USD 3.00M
DUSA Davis Select U.S. Equity .. 4.30 % 0.60 %

+0.03 (+0.12%)

USD 0.13B
MTUM iShares Edge MSCI USA Mom.. 4.14 % 0.15 %

N/A

USD 3.60B
IWX iShares Russell Top 200 V.. 4.10 % 0.20 %

-0.01 (-0.01%)

USD 0.31B
QDYN FlexShares Quality Dynami.. 3.82 % 0.37 %

-0.06 (-0.14%)

USD 0.05B
JHMF John Hancock Multifactor .. 3.76 % 0.50 %

+0.03 (+0.09%)

USD 0.04B
PFI Invesco DWA Financial Mom.. 3.75 % 0.60 %

+0.18 (+0.50%)

USD 0.04B
SYE SPDR MFS Systematic Core .. 3.70 % 0.60 %

-0.05 (-0.06%)

USD 0.03B
EZY EZY 3.60 % 0.38 %

N/A

USD 0.04B
VYM Vanguard High Dividend Yi.. 3.58 % 0.08 %

-0.22 (-0.26%)

USD 21.15B
MGV Vanguard Mega Cap Value 3.55 % 0.07 %

+0.03 (+0.04%)

USD 2.00B
SPMO Invesco S&P 500 Momentum 3.38 % 0.25 %

+0.11 (+0.27%)

USD 0.04B
SPYV SPDR Series Trust Portfol.. 3.34 % 0.15 %

-0.07 (-0.23%)

USD 1.42B
IVE iShares S&P 500 Value 3.34 % 0.18 %

-0.26 (-0.23%)

USD 14.54B
VOOV Vanguard S&P 500 Value 3.32 % 0.15 %

-0.34 (-0.31%)

USD 0.83B
XLG Invesco S&P 500 Top 50 3.09 % 0.20 %

+0.13 (+0.07%)

USD 0.73B
IUSV iShares Core S&P U.S. Val.. 3.09 % 0.05 %

-0.16 (-0.29%)

USD 4.04B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

N/A

CAD 7.25M
IOO iShares Global 100 3.00 % 0.40 %

+0.15 (+0.32%)

USD 1.96B
ESG FlexShares STOXX US ESG I.. 2.97 % 0.32 %

-0.21 (-0.32%)

USD 0.03B
HAZ:CA Horizons Active Global Di.. 2.91 % 0.94 %

-0.21 (-0.99%)

CAD 0.22B
VTV Vanguard Value 2.86 % 0.05 %

-0.09 (-0.08%)

USD 40.85B
SCHV Schwab U.S. Large-Cap Val.. 2.85 % 0.05 %

-0.01 (-0.02%)

USD 4.48B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.78 % 0.00 %

-0.28 (-0.92%)

CAD 0.18B
IWD iShares Russell 1000 Valu.. 2.71 % 0.20 %

-0.30 (-0.24%)

USD 36.53B
VONV Vanguard Russell 1000 Val.. 2.70 % 0.12 %

-0.23 (-0.21%)

USD 1.41B
HAU:CA Horizons Active US Divide.. 2.69 % 0.80 %

N/A

CAD 6.39M
FDVV Fidelity High Dividend 2.65 % 0.29 %

-0.06 (-0.20%)

USD 0.17B
DGRO iShares Core Dividend Gro.. 2.62 % 0.08 %

-0.02 (-0.06%)

USD 3.85B
HEA.A:CA Horizons Enhanced Income .. 2.46 % 1.61 %

N/A

CAD 3.35M
OEF iShares S&P 100 2.42 % 0.20 %

+0.03 (+0.02%)

USD 4.77B
EPS WisdomTree U.S. Earnings .. 2.37 % 0.28 %

+0.01 (+0.03%)

USD 0.21B
FDRR Fidelity Dividend ETF for.. 2.17 % 0.29 %

-0.03 (-0.10%)

USD 0.35B
RFDA RiverFront Dynamic US Div.. 2.13 % 0.52 %

-0.12 (-0.35%)

USD 0.12B
SPXT ProShares S&P 500 Ex-Tech.. 2.13 % 0.27 %

N/A

USD 2.66M
PRID InsightShares LGBT Employ.. 2.08 % 0.00 %

N/A

N/A
EXT WisdomTree U.S. Total Ear.. 2.07 % 0.28 %

-0.01 (-0.03%)

USD 0.07B
JUST Goldman Sachs JUST U.S. L.. 2.06 % 0.00 %

-0.04 (-0.11%)

USD 0.26B
MMTM SPDR S&P 1500 Momentum Ti.. 2.00 % 0.12 %

-0.40 (-0.32%)

USD 0.03B
FVAL Fidelity Value Factor 1.94 % 0.29 %

-0.09 (-0.27%)

USD 0.08B
DLN WisdomTree U.S. LargeCap .. 1.94 % 0.28 %

-0.08 (-0.09%)

USD 1.97B
FDMO Fidelity Momentum Factor 1.94 % 0.29 %

-0.01 (-0.03%)

USD 0.10B
IWL iShares Russell Top 200 1.91 % 0.15 %

-0.03 (-0.04%)

USD 0.16B
MGC Vanguard Mega Cap 1.88 % 0.07 %

-0.03 (-0.03%)

USD 1.47B
SPXV ProShares S&P 500 Ex-Heal.. 1.79 % 0.27 %

-0.20 (-0.34%)

USD 1.47M
RFFC RiverFront Dynamic US Fle.. 1.72 % 0.52 %

-0.03 (-0.08%)

USD 0.13B
PRF Invesco FTSE RAFI US 1000 1.68 % 0.39 %

-0.33 (-0.29%)

USD 5.23B
CLU:CA iShares US Fundamental In.. 1.67 % 0.72 %

N/A

CAD 0.16B
CLU.C:CA iShares US Fundamental In.. 1.67 % 0.74 %

N/A

CAD 0.12B
SPYX SPDR S&P 500 Fossil Fuel .. 1.66 % 0.20 %

-0.10 (-0.15%)

USD 0.30B
ESGG FlexShares STOXX Global E.. 1.65 % 0.42 %

+0.35 (+0.36%)

USD 0.08B
SPXE ProShares S&P 500 Ex-Ener.. 1.64 % 0.27 %

-0.06 (-0.10%)

USD 7.32M
RALS ProShares RAFI Long Short 1.63 % 0.95 %

+0.54 (+1.52%)

USD 0.01B
TPU:CA TD S&P 500 Index ETF 1.62 % 0.11 %

-0.26 (-1.25%)

CAD 0.02B
DTD WisdomTree U.S. Total Div.. 1.62 % 0.28 %

-0.16 (-0.18%)

USD 0.61B
DHVW Diamond Hill Valuation-We.. 1.61 % 0.10 %

-0.01 (-0.03%)

USD 0.02B
VLU SPDR S&P 1500 Value Tilt 1.59 % 0.12 %

-0.47 (-0.45%)

USD 0.02B
HSPX Horizons ETF Trust I S&P .. 1.58 % 0.65 %

-0.03 (-0.06%)

USD 0.03B
PBP Invesco S&P 500 BuyWrite 1.55 % 0.00 %

+0.06 (+0.27%)

USD 0.34B
CATH Global X S&P 500 Catholic.. 1.55 % 0.29 %

-0.09 (-0.26%)

N/A
ZSP.U:CA BMO S&P 500 Index ETF 1.54 % 0.09 %

-0.05 (-0.16%)

CAD 0.27B
ZSP:CA BMO S&P 500 Index ETF 1.54 % 0.09 %

-0.46 (-1.12%)

CAD 4.96B
IVV iShares Core S&P 500 1.54 % 0.04 %

-0.30 (-0.11%)

USD 153.30B
VOO Vanguard S&P 500 1.53 % 0.04 %

-0.24 (-0.09%)

USD 93.47B
SPY SPDR S&P 500 1.53 % 0.09 %

-0.32 (-0.11%)

USD 265.05B
QUU:CA Mackenzie US Large Cap Eq.. 1.53 % 0.09 %

N/A

CAD 0.15B
DMRL DeltaShares S&P 500 Manag.. 1.52 % 0.35 %

-0.07 (-0.13%)

USD 0.43B
ESGU iShares MSCI USA ESG Opti.. 1.52 % 0.27 %

-0.07 (-0.12%)

USD 0.09B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

N/A

USD 5.21M
SPLG SPDR Series Trust Portfol.. 1.49 % 0.10 %

-0.05 (-0.15%)

USD 1.49B
RUE.U:CA RBC Quant U.S. Equity Lea.. 1.48 % 0.43 %

N/A

CAD 5.29M
RUE:CA RBC Quant U.S. Equity Lea.. 1.48 % 0.43 %

N/A

CAD 0.03B
VV Vanguard Large-Cap 1.48 % 0.05 %

-0.11 (-0.09%)

USD 13.30B
PHDG Invesco S&P 500 Downside .. 1.48 % 0.39 %

+0.02 (+0.05%)

USD 0.03B
SCHX Schwab U.S. Large-Cap 1.42 % 0.03 %

-0.08 (-0.12%)

USD 14.09B
ONEK SPDR Russell 1000 1.41 % 0.10 %

N/A

USD 0.16B
VONE Vanguard Russell 1000 ETF 1.37 % 0.12 %

-0.10 (-0.08%)

USD 0.94B
IWB iShares Russell 1000 1.36 % 0.15 %

-0.24 (-0.15%)

USD 20.38B
SCHK Schwab 1000 Index 1.36 % 0.00 %

-0.05 (-0.17%)

USD 0.43B
TILT FlexShares Mornigstar US .. 1.35 % 0.25 %

-0.18 (-0.15%)

USD 1.29B
IYY iShares Dow Jones U.S. 1.34 % 0.20 %

-0.15 (-0.11%)

USD 1.20B
GSLC Goldman Sachs ActiveBeta .. 1.33 % 0.09 %

-0.04 (-0.07%)

USD 3.59B
SPTM SPDR Portfolio Total Stoc.. 1.33 % 0.10 %

-0.04 (-0.11%)

USD 2.35B
GHS REX Gold Hedged S&P 500 1.31 % 0.48 %

N/A

N/A
THRK SPDR Russell 3000 1.29 % 0.10 %

N/A

USD 0.52B
SCHB Schwab U.S. Broad Market 1.27 % 0.03 %

-0.12 (-0.18%)

USD 12.73B
VTI Vanguard Total Stock Mark.. 1.26 % 0.04 %

-0.26 (-0.18%)

USD 100.41B
ITOT iShares Core S&P Total U... 1.26 % 0.03 %

-0.10 (-0.15%)

USD 14.88B
IWV iShares Russell 3000 1.26 % 0.20 %

-0.26 (-0.16%)

USD 9.59B
VTHR Vanguard Russell 3000 ETF 1.25 % 0.15 %

-0.16 (-0.12%)

USD 0.39B
FNDX Schwab Fundamental U.S. L.. 1.16 % 0.25 %

-0.10 (-0.26%)

USD 4.47B
FNDB Schwab Fundamental U.S. B.. 1.06 % 0.25 %

-0.11 (-0.27%)

USD 0.26B
MULC.B:CA Manulife Multifactor U.S... 1.05 % 0.38 %

N/A

CAD 0.14B
MULC:CA Manulife Multifactor U.S... 1.05 % 0.42 %

N/A

CAD 5.79M
JHML John Hancock Multifactor .. 1.02 % 0.35 %

-0.10 (-0.28%)

N/A
TOK iShares MSCI Kokusai 0.97 % 0.25 %

N/A

USD 0.15B
URTH Ishares MSCI World Index .. 0.89 % 0.24 %

+0.26 (+0.29%)

USD 0.56B
ACIM SPDR MSCI ACWI IMI 0.85 % 0.25 %

+0.25 (+0.32%)

USD 0.10B
ACWI iShares MSCI ACWI Index F.. 0.83 % 0.00 %

+0.25 (+0.34%)

USD 8.76B
XMX WisdomTree Global ex-Mexi.. 0.83 % 0.30 %

+0.05 (+0.17%)

USD 0.24B
LOWC SPDR MSCI ACWI Low Carbon.. 0.80 % 0.20 %

+0.21 (+0.23%)

USD 0.16B
CRBN iShares MSCI ACWI Low Car.. 0.75 % 0.20 %

+0.38 (+0.32%)

USD 0.54B
VT Vanguard Total World Stoc.. 0.68 % 0.10 %

+0.14 (+0.19%)

USD 12.44B
PYF:CA Purpose Premium Yield Fun.. 0.40 % 0.72 %

-0.01 (-0.05%)

CAD 0.11B

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 4.06% 79% C+ 73% C
Dividend Return 1.57% 31% F 50% F
Total Return 5.63% 77% C+ 72% C-
Trailing 12 Months  
Capital Gain 22.02% 88% B+ 84% B
Dividend Return 2.46% 23% F 40% F
Total Return 24.47% 88% B+ 85% B
Trailing 5 Years  
Capital Gain 98.15% 86% B 88% B+
Dividend Return 16.35% 38% F 52% F
Total Return 114.49% 87% B+ 89% B+
Average Annual (5 Year Horizon)  
Capital Gain 18.16% 87% B+ 89% B+
Dividend Return 20.97% 89% B+ 90% A-
Total Return 2.81% 34% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 17.27% 44% F 43% F
Risk Adjusted Return 121.38% 73% C 87% 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 50% F 56% F
Price/Book Ratio 1.65 28% F 55% F
Price / Cash Flow Ratio -6.55 98% A+ 96% A
Price/Free Cash Flow Ratio -6.68 85% B 81% B-
Management Effectiveness  
Return on Equity 11.69% 81% B- 63% D
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.16% 73% C 35% F
Debt to Equity Ratio 132.75% 36% F 29% 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.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

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.

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.

Negative cashflow

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

Negative free cash flow

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

Low Earnings Growth

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

Low Revenue Growth

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

JPM:NYE-JP Morgan Chase & Co.

EQUITY | Banks | New York Stock Exchange

Last Closing Price

USD 111.28

Change

+1.39 (+1.26)%

Market Cap

USD 374.00B

Volume

0.01B

Yahoo Analyst Target

USD 121.87 (9.52%)

STA Analyst Target

USD 123.15 (10.66%)
Yahoo Analyst Rating

Verdict

STA Analyst Rating

Verdict

STA Verdict

Verdict

Values as of: 2018-07-20