JPM:NYE-JP Morgan Chase & Co.

EQUITY | Banks | New York Stock Exchange

Last Closing Price

USD 104.52

Change

-2.28 (-2.13)%

Market Cap

USD 342.22B

Volume

0.01B

Average Target Price

USD 125.86 (+20.42%)
Average 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: 2019-03-20 )

Largest Industry Peers for Banks

Symbol Name Price(Change) Market Cap
HSBC.P.A HSBC Holdings plc. ADR SER A R..

+0.13 (+0.50%)

USD 20,941.54B
BAC Bank of America Corporation

-1.01 (-3.41%)

USD 276.06B
WFC Wells Fargo & Company

-1.01 (-1.96%)

USD 228.91B
HSBC HSBC Holdings plc.

-0.17 (-0.41%)

USD 165.26B
C Citigroup Inc.

-1.33 (-2.03%)

USD 150.49B
ASB.P.D Associated Banc-Corp Depositar..

-0.04 (-0.17%)

USD 146.93B
RY Royal Bank Of Canada

-0.48 (-0.62%)

USD 111.15B
TD Toronto Dominion Bank (The)

-0.24 (-0.42%)

USD 104.07B
HDB HDFC Bank Limited

+1.48 (+1.32%)

USD 103.47B
ITUB Itau Unibanco Banco Holding SA..

-0.16 (-1.68%)

USD 91.19B

ETFs Containing JPM

Symbol Name Weight Mer Price(Change) Market Cap
IYG iShares U.S. Financial Se.. 11.73 % 0.43 %

-3.41 (-2.62%)

USD 1.40B
XLF SPDR Select Sector Fund -.. 11.12 % 0.13 %

-0.55 (-2.06%)

USD 24.16B
FINU ProShares UltraPro Financ.. 9.70 % 0.95 %

-4.86 (-6.12%)

USD 0.03B
VFH Vanguard Financials 9.41 % 0.10 %

-1.46 (-2.17%)

USD 7.02B
FNCL Fidelity MSCI Financials .. 9.21 % 0.08 %

-0.82 (-2.11%)

USD 1.15B
KBWB Invesco KBW Bank ETF 7.62 % 0.35 %

-1.56 (-3.03%)

USD 0.63B
FTXO First Trust Nasdaq Bank E.. 7.50 % 0.60 %

-0.87 (-3.33%)

USD 0.17B
RWW Oppenheimer S&P Financial.. 7.37 % 0.46 %

-1.33 (-2.05%)

USD 0.04B
RWW Oppenheimer S&P Financial.. 7.37 % 0.46 %

-1.33 (-2.05%)

USD 0.04B
IYF iShares U.S. Financial 6.73 % 0.43 %

-2.35 (-1.95%)

USD 1.75B
UYG ProShares Ultra Financial.. 5.54 % 0.95 %

-1.31 (-3.14%)

USD 0.76B
JKF iShares Morningstar Large.. 5.21 % 0.25 %

-1.37 (-1.28%)

USD 0.48B
IXG iShares Global Financial 5.18 % 0.47 %

-0.90 (-1.41%)

USD 0.36B
DFNL Davis Select Financial ET.. 4.63 % 0.64 %

-0.38 (-1.65%)

USD 0.14B
FAS Direxion Financial Bull 3.. 4.44 % 1.04 %

-2.69 (-4.14%)

USD 1.45B
DUSA Davis Select U.S. Equity .. 4.20 % 0.63 %

-0.04 (-0.16%)

USD 0.18B
SPMO Invesco S&P 500 Momentum 4.03 % 0.13 %

+0.04 (+0.09%)

USD 0.06B
IWX iShares Russell Top 200 V.. 3.90 % 0.20 %

-0.55 (-1.03%)

USD 0.42B
JHMF John Hancock Multifactor .. 3.83 % 0.50 %

-0.69 (-1.90%)

USD 0.06B
QDYN FlexShares Quality Dynami.. 3.76 % 0.37 %

-0.14 (-0.33%)

USD 0.06B
EZY EZY 3.60 % 0.38 %

N/A

USD 0.04B
VYM Vanguard High Dividend Yi.. 3.51 % 0.06 %

-0.62 (-0.72%)

USD 22.86B
MGV Vanguard Mega Cap Value 3.37 % 0.07 %

-0.74 (-0.93%)

USD 2.34B
SYE SPDR MFS Systematic Core .. 3.20 % 0.60 %

-0.25 (-0.31%)

USD 0.04B
VOOV Vanguard S&P 500 Value 3.18 % 0.15 %

-0.80 (-0.73%)

USD 0.94B
SPYV SPDR Series Trust Portfol.. 3.14 % 0.06 %

-0.25 (-0.82%)

USD 2.50B
IVE iShares S&P 500 Value 3.13 % 0.18 %

-1.59 (-1.39%)

USD 15.21B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

N/A

CAD 7.25M
DBLV AdvisorShares DoubleLine .. 3.02 % 0.87 %

-0.40 (-0.60%)

USD 0.06B
SCHV Schwab U.S. Large-Cap Val.. 3.01 % 0.04 %

-0.84 (-1.52%)

USD 5.76B
XLG Invesco S&P 500 Top 50 3.00 % 0.20 %

+0.04 (+0.02%)

USD 0.79B
ESG FlexShares STOXX US ESG I.. 2.98 % 0.42 %

N/A

USD 0.03B
PFI Invesco DWA Financial Mom.. 2.96 % 0.60 %

-0.44 (-1.32%)

USD 0.02B
IUSV iShares Core S&P U.S. Val.. 2.92 % 0.05 %

-0.83 (-1.49%)

USD 5.20B
IOO iShares Global 100 2.87 % 0.40 %

+0.02 (+0.04%)

USD 2.04B
HAU:CA Horizons Active US Divide.. 2.87 % 0.80 %

N/A

CAD 5.97M
VTV Vanguard Value 2.87 % 0.04 %

-0.99 (-0.91%)

USD 47.08B
DGRO iShares Core Dividend Gro.. 2.86 % 0.08 %

-0.53 (-1.43%)

USD 6.46B
FDVV Fidelity High Dividend 2.75 % 0.30 %

-0.07 (-0.23%)

USD 0.30B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.72 % 0.45 %

-0.26 (-0.85%)

CAD 0.15B
VONV Vanguard Russell 1000 Val.. 2.69 % 0.12 %

-0.84 (-0.77%)

USD 1.82B
IWD iShares Russell 1000 Valu.. 2.63 % 0.20 %

-1.60 (-1.28%)

USD 37.75B
WOMN Impact Shares Trust I ETF.. 2.57 % 0.00 %

-0.05 (-0.24%)

USD 3.99M
FCUD:CA Fidelity U.S. High Divide.. 2.55 % 0.00 %

-0.13 (-0.53%)

CAD 0.09B
HAZ:CA Horizons Active Global Di.. 2.52 % 0.94 %

-0.03 (-0.14%)

CAD 0.18B
HEA.A:CA Horizons Enhanced Income .. 2.46 % 1.61 %

N/A

CAD 3.35M
NACP Impact Shares Trust I NAA.. 2.44 % 0.00 %

-0.02 (-0.11%)

USD 2.16M
DLN WisdomTree U.S. LargeCap .. 2.35 % 0.28 %

-0.60 (-0.63%)

USD 2.05B
EPS WisdomTree U.S. Earnings .. 2.35 % 0.28 %

-0.25 (-0.78%)

USD 0.24B
OEF iShares S&P 100 2.33 % 0.20 %

-0.80 (-0.63%)

USD 4.80B
RFDA RiverFront Dynamic US Div.. 2.24 % 0.52 %

-0.01 (-0.03%)

USD 0.14B
FDRR Fidelity Dividend ETF for.. 2.13 % 0.30 %

-0.08 (-0.24%)

USD 0.37B
FCRR:CA Fidelity U.S. Dividend fo.. 2.02 % 0.00 %

-0.22 (-0.88%)

CAD 0.07B
EXT WisdomTree U.S. Total Ear.. 2.00 % 0.28 %

-0.20 (-0.62%)

USD 0.10B
ESGG FlexShares STOXX Global E.. 1.96 % 0.42 %

+0.01 (+0.01%)

USD 0.07B
JUST Goldman Sachs JUST U.S. L.. 1.95 % 0.20 %

-0.14 (-0.34%)

USD 0.11B
FDMO Fidelity Momentum Factor 1.95 % 0.30 %

-0.02 (-0.06%)

USD 0.11B
DTD WisdomTree U.S. Total Div.. 1.91 % 0.28 %

-0.50 (-0.52%)

USD 0.64B
PRID InsightShares LGBT Employ.. 1.90 % 0.65 %

-0.05 (-0.21%)

N/A
RFFC RiverFront Dynamic US Fle.. 1.88 % 0.52 %

-0.15 (-0.45%)

USD 0.14B
SPXT ProShares S&P 500 Ex-Tech.. 1.86 % 0.27 %

N/A

USD 3.22M
IWL iShares Russell Top 200 1.83 % 0.15 %

-0.27 (-0.41%)

USD 0.21B
FVAL Fidelity Value Factor 1.81 % 0.30 %

-0.22 (-0.66%)

USD 0.12B
SPXV ProShares S&P 500 Ex-Heal.. 1.74 % 0.27 %

-0.28 (-0.48%)

USD 1.47M
MGC Vanguard Mega Cap 1.74 % 0.07 %

-0.28 (-0.29%)

USD 1.67B
PRF Invesco FTSE RAFI US 1000 1.70 % 0.39 %

-0.77 (-0.68%)

USD 5.41B
CLU:CA iShares US Fundamental In.. 1.69 % 0.72 %

N/A

CAD 0.16B
CLU.C:CA iShares US Fundamental In.. 1.69 % 0.74 %

N/A

CAD 0.12B
HSPX Global X Funds S&P 500 Co.. 1.66 % 0.65 %

-0.32 (-0.67%)

USD 0.09B
RALS ProShares RAFI Long Short 1.63 % 0.95 %

-0.05 (-0.14%)

USD 9.51M
DHVW Diamond Hill Valuation-We.. 1.59 % 0.10 %

-0.08 (-0.25%)

USD 0.03B
VLU SPDR S&P 1500 Value Tilt 1.59 % 0.13 %

-0.54 (-0.53%)

USD 0.02B
SPYX SPDR S&P 500 Fossil Fuel .. 1.59 % 0.20 %

-0.02 (-0.03%)

USD 0.33B
SPXE ProShares S&P 500 Ex-Ener.. 1.56 % 0.27 %

-0.37 (-0.62%)

USD 6.23M
TPU:CA TD U.S. Equity Index ETF 1.54 % 0.11 %

-0.35 (-1.62%)

CAD 0.03B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

N/A

USD 5.21M
VOO Vanguard S&P 500 1.51 % 0.03 %

-0.93 (-0.36%)

USD 107.91B
PBP Invesco S&P 500 BuyWrite 1.50 % 0.75 %

+0.01 (+0.05%)

USD 0.31B
CATH Global X S&P 500 Catholic.. 1.50 % 0.29 %

+0.01 (+0.03%)

USD 0.24B
SPY SPDR S&P 500 1.48 % 0.09 %

-0.85 (-0.30%)

USD 262.61B
IVV iShares Core S&P 500 1.48 % 0.04 %

-2.15 (-0.75%)

USD 168.52B
ZSP:CA BMO S&P 500 Index ETF 1.47 % 0.09 %

-0.19 (-0.46%)

CAD 5.30B
ZSP.U:CA BMO S&P 500 Index ETF 1.47 % 0.09 %

-0.16 (-0.51%)

CAD 0.29B
QUU:CA Mackenzie US Large Cap Eq.. 1.46 % 0.09 %

-0.43 (-0.40%)

CAD 0.15B
VV Vanguard Large-Cap 1.46 % 0.04 %

-0.46 (-0.35%)

USD 13.92B
ESGU iShares ESG MSCI USA ETF 1.46 % 0.15 %

-0.28 (-0.44%)

USD 0.18B
FLAM:CA Franklin FTSE U.S. Index .. 1.41 % 0.00 %

-0.14 (-0.66%)

CAD 0.31B
ONEK SPDR Russell 1000 1.41 % 0.10 %

N/A

USD 0.16B
SPLG SPDR Series Trust Portfol.. 1.38 % 0.04 %

-0.13 (-0.39%)

USD 2.24B
SCHX Schwab U.S. Large-Cap 1.37 % 0.03 %

-0.52 (-0.77%)

USD 15.39B
VONE Vanguard Russell 1000 ETF 1.35 % 0.12 %

-0.39 (-0.30%)

USD 1.08B
IWB iShares Russell 1000 1.32 % 0.15 %

-1.22 (-0.77%)

USD 19.13B
SCHK Schwab 1000 Index 1.31 % 0.05 %

-0.22 (-0.79%)

USD 0.74B
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
IYY iShares Dow Jones U.S. 1.29 % 0.20 %

-0.99 (-0.70%)

USD 1.19B
VTI Vanguard Total Stock Mark.. 1.26 % 0.03 %

-0.60 (-0.41%)

USD 109.59B
VTHR Vanguard Russell 3000 ETF 1.25 % 0.15 %

-0.25 (-0.19%)

USD 0.43B
SCHB Schwab U.S. Broad Market 1.23 % 0.03 %

-0.53 (-0.78%)

USD 14.26B
SPTM SPDR Portfolio Total Stoc.. 1.23 % 0.04 %

-0.14 (-0.40%)

USD 3.02B
ITOT iShares Core S&P Total U... 1.22 % 0.03 %

-0.49 (-0.76%)

USD 18.48B
IWV iShares Russell 3000 1.22 % 0.20 %

-1.23 (-0.74%)

USD 9.71B
GSLC Goldman Sachs ActiveBeta .. 1.16 % 0.09 %

-0.24 (-0.42%)

USD 4.53B
TILT FlexShares Mornigstar US .. 1.13 % 0.25 %

N/A

USD 1.24B
MULC.B:CA Manulife Multifactor U.S... 1.03 % 0.38 %

+0.11 (+0.37%)

CAD 0.13B
MULC:CA Manulife Multifactor U.S... 1.03 % 0.42 %

-0.17 (-0.59%)

CAD 5.77M
JHML John Hancock Multifactor .. 1.03 % 0.35 %

-0.19 (-0.52%)

USD 0.87B
TOK iShares MSCI Kokusai 0.95 % 0.25 %

-0.10 (-0.14%)

USD 0.14B
URTH Ishares MSCI World Index .. 0.87 % 0.24 %

-0.18 (-0.20%)

USD 0.60B
DMRL DeltaShares S&P 500 Manag.. 0.86 % 0.35 %

-0.18 (-0.32%)

USD 0.42B
LOWC SPDR MSCI ACWI Low Carbon.. 0.79 % 0.20 %

-0.27 (-0.30%)

USD 0.06B
XMX WisdomTree Global ex-Mexi.. 0.79 % 0.26 %

-0.07 (-0.22%)

USD 2.94M
ACWI iShares MSCI ACWI Index F.. 0.78 % 0.31 %

-0.18 (-0.25%)

USD 10.19B
CRBN iShares MSCI ACWI Low Car.. 0.76 % 0.20 %

+0.06 (+0.05%)

USD 0.42B
ACIM SPDR MSCI ACWI IMI 0.74 % 0.25 %

-0.06 (-0.07%)

USD 0.17B
VT Vanguard Total World Stoc.. 0.67 % 0.09 %

-0.12 (-0.16%)

USD 12.98B

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 7.07% 44% F 35% F
Dividend Return 0.82% 20% F 47% F
Total Return 7.89% 44% F 35% F
Trailing 12 Months  
Capital Gain -8.83% 38% F 30% F
Dividend Return 2.37% 24% F 41% F
Total Return -6.45% 38% F 30% F
Trailing 5 Years  
Capital Gain 73.88% 93% A 88% B+
Dividend Return 16.67% 45% F 56% F
Total Return 90.55% 95% A 89% B+
Average Annual (5 Year Horizon)  
Capital Gain 18.06% 92% A- 91% A-
Dividend Return 20.80% 94% A 92% A-
Total Return 2.74% 34% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 18.23% 41% F 40% F
Risk Adjusted Return 114.12% 83% B 91% A-
Market Capitalization 279.91B 99% A+ 100% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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 11.56 50% F 54% F
Price/Book Ratio 1.48 33% F 50% F
Price / Cash Flow Ratio 4.65 11% F 25% F
Price/Free Cash Flow Ratio 23.70 10% F 22% F
Management Effectiveness  
Return on Equity 12.62% 82% B- 69% D+
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.24% 70% C- 39% F
Debt to Equity Ratio 139.50% 34% F 26% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

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.

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