JPM:NYE-JP Morgan Chase & Co.

EQUITY | Banks | New York Stock Exchange

Last Closing Price

USD 104.59

Change

0.00 (0.00)%

Market Cap

USD 342.62B

Volume

0.02B

Average Target Price

USD 126.51 (20.96%)
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: 2019-01-19 )

Largest Industry Peers for Banks

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

N/A

USD 283.31B
WFC Wells Fargo & Company

N/A

USD 229.11B
HSBC HSBC Holdings plc.

N/A

USD 167.98B
C Citigroup Inc.

N/A

USD 149.50B
ASB.P.D Associated Banc-Corp Depositar..

N/A

USD 143.50B
FRC.P.D First Republic Bank San Franci..

N/A

USD 128.15B
RY Royal Bank Of Canada

N/A

USD 106.95B
TD Toronto Dominion Bank (The)

N/A

USD 100.05B
ITUB Itau Unibanco Banco Holding SA..

N/A

USD 97.21B
BSBR Banco Santander Brasil SA Amer..

N/A

USD 96.16B

ETFs Containing JPM

IYG iShares U.S. Financial Se.. 12.50 % 0.43 %

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USD 1.50B
XLF SPDR Select Sector Fund -.. 11.52 % 0.13 %

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USD 24.73B
VFH Vanguard Financials 9.69 % 0.10 %

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USD 6.78B
FNCL Fidelity MSCI Financials .. 9.68 % 0.08 %

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USD 1.13B
FINU ProShares UltraPro Financ.. 9.66 % 0.95 %

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USD 0.03B
KBWB Invesco KBW Bank ETF 8.26 % 0.35 %

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USD 0.73B
FTXO First Trust Nasdaq Bank E.. 7.99 % 0.60 %

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USD 0.17B
RWW Oppenheimer S&P Financial.. 7.68 % 0.46 %

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USD 0.04B
RWW Oppenheimer S&P Financial.. 7.68 % 0.46 %

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USD 0.04B
IYF iShares U.S. Financial 7.05 % 0.43 %

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USD 1.80B
UYG ProShares Ultra Financial.. 6.37 % 0.95 %

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USD 0.74B
ZBK:CA BMO Equal Weight US Banks.. 5.81 % 0.39 %

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CAD 0.88B
CALL:CA Evolve US Banks Enhanced .. 5.61 % 0.70 %

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CAD 1.37M
CALL.B:CA Evolve US Banks Enhanced .. 5.61 % 0.70 %

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CAD 2.20M
IXG iShares Global Financial 5.38 % 0.47 %

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USD 0.37B
JKF iShares Morningstar Large.. 5.31 % 0.25 %

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USD 0.46B
ZFN:CA BMO SIA Focused North Ame.. 4.96 % 0.00 %

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CAD 0.01B
RUBY:CA RBC U.S. Banks Yield Inde.. 4.94 % 0.00 %

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CAD 0.01B
RUBY.U:CA RBC U.S. Banks Yield Inde.. 4.94 % 0.00 %

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CAD 3.89M
DIVO Amplify YieldShares CWP D.. 4.78 % 0.94 %

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USD 0.02B
DFNL Davis Select Financial ET.. 4.71 % 0.64 %

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USD 0.14B
FAS Direxion Financial Bull 3.. 4.48 % 1.04 %

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USD 2.16B
PFI Invesco DWA Financial Mom.. 4.35 % 0.60 %

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USD 0.02B
SPMO Invesco S&P 500 Momentum 4.25 % 0.13 %

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USD 0.06B
JHMF John Hancock Multifactor .. 4.09 % 0.50 %

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USD 0.07B
SYV SPDR MFS Systematic Value.. 4.04 % 0.60 %

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USD 0.03B
IWX iShares Russell Top 200 V.. 4.00 % 0.20 %

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USD 0.38B
QDYN FlexShares Quality Dynami.. 3.94 % 0.00 %

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USD 0.05B
EZY EZY 3.60 % 0.38 %

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USD 0.04B
VYM Vanguard High Dividend Yi.. 3.50 % 0.06 %

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USD 22.61B
MGV Vanguard Mega Cap Value 3.43 % 0.07 %

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USD 2.18B
SYE SPDR MFS Systematic Core .. 3.37 % 0.60 %

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USD 0.04B
SPYV SPDR Series Trust Portfol.. 3.25 % 0.15 %

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USD 2.45B
VOOV Vanguard S&P 500 Value 3.24 % 0.15 %

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USD 0.92B
IVE iShares S&P 500 Value 3.24 % 0.18 %

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USD 15.09B
DBLV AdvisorShares DoubleLine .. 3.11 % 0.90 %

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USD 0.07B
SCHV Schwab U.S. Large-Cap Val.. 3.10 % 0.04 %

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USD 5.34B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

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CAD 7.25M
ESG FlexShares STOXX US ESG I.. 3.08 % 0.00 %

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USD 0.03B
XLG Invesco S&P 500 Top 50 3.08 % 0.20 %

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USD 0.73B
IUSV iShares Core S&P U.S. Val.. 3.02 % 0.05 %

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USD 5.08B
DGRO iShares Core Dividend Gro.. 2.93 % 0.08 %

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USD 5.72B
IOO iShares Global 100 2.92 % 0.40 %

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USD 1.80B
VTV Vanguard Value 2.89 % 0.05 %

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USD 42.63B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.88 % 0.45 %

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CAD 0.19B
HAU:CA Horizons Active US Divide.. 2.84 % 0.80 %

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CAD 5.79M
VONV Vanguard Russell 1000 Val.. 2.74 % 0.12 %

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USD 1.74B
IWD iShares Russell 1000 Valu.. 2.73 % 0.20 %

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USD 38.76B
FDVV Fidelity High Dividend 2.68 % 0.29 %

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USD 0.26B
WOMN Impact Shares Trust I ETF.. 2.66 % 0.00 %

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NACP Impact Shares Trust I NAA.. 2.54 % 0.00 %

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HEA.A:CA Horizons Enhanced Income .. 2.46 % 1.61 %

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CAD 3.35M
EPS WisdomTree U.S. Earnings .. 2.45 % 0.28 %

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USD 0.21B
DLN WisdomTree U.S. LargeCap .. 2.42 % 0.28 %

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USD 2.01B
OEF iShares S&P 100 2.41 % 0.20 %

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USD 4.59B
RFDA RiverFront Dynamic US Div.. 2.36 % 0.52 %

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USD 0.14B
FDRR Fidelity Dividend ETF for.. 2.14 % 0.29 %

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USD 0.36B
FCRR:CA Fidelity U.S. Dividend fo.. 2.11 % 0.00 %

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CAD 0.06B
EXT WisdomTree U.S. Total Ear.. 2.10 % 0.28 %

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USD 0.09B
PRID InsightShares LGBT Employ.. 2.10 % 0.00 %

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JUST Goldman Sachs JUST U.S. L.. 2.02 % 0.20 %

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USD 0.20B
ESGG FlexShares STOXX Global E.. 2.02 % 0.00 %

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USD 0.08B
FDMO Fidelity Momentum Factor 1.99 % 0.29 %

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USD 0.10B
DTD WisdomTree U.S. Total Div.. 1.98 % 0.28 %

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USD 0.61B
RFFC RiverFront Dynamic US Fle.. 1.97 % 0.52 %

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USD 0.14B
SPXT ProShares S&P 500 Ex-Tech.. 1.92 % 0.27 %

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USD 2.56M
FVAL Fidelity Value Factor 1.90 % 0.29 %

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USD 0.11B
IWL iShares Russell Top 200 1.90 % 0.15 %

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USD 0.20B
RUE:CA RBC Quant U.S. Equity Lea.. 1.82 % 0.43 %

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CAD 0.03B
RUE.U:CA RBC Quant U.S. Equity Lea.. 1.82 % 0.43 %

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CAD 2.02M
SPXV ProShares S&P 500 Ex-Heal.. 1.82 % 0.27 %

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USD 1.38M
MGC Vanguard Mega Cap 1.79 % 0.07 %

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USD 1.53B
CLU.C:CA iShares US Fundamental In.. 1.76 % 0.74 %

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CAD 0.12B
CLU:CA iShares US Fundamental In.. 1.76 % 0.72 %

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CAD 0.16B
PRF Invesco FTSE RAFI US 1000 1.75 % 0.39 %

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USD 5.19B
DHVW Diamond Hill Valuation-We.. 1.71 % 0.10 %

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USD 0.02B
HSPX Global X Funds S&P 500 Co.. 1.66 % 0.65 %

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USD 0.08B
SPYX SPDR S&P 500 Fossil Fuel .. 1.65 % 0.20 %

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USD 0.31B
VLU SPDR S&P 1500 Value Tilt 1.64 % 0.13 %

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USD 0.02B
SPXE ProShares S&P 500 Ex-Ener.. 1.63 % 0.27 %

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USD 7.01M
RALS ProShares RAFI Long Short 1.60 % 0.95 %

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USD 0.01B
PBP Invesco S&P 500 BuyWrite 1.56 % 0.75 %

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USD 0.31B
QUU:CA Mackenzie US Large Cap Eq.. 1.56 % 0.09 %

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CAD 0.13B
CATH Global X S&P 500 Catholic.. 1.54 % 0.29 %

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IVV iShares Core S&P 500 1.54 % 0.04 %

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USD 159.78B
ZSP.U:CA BMO S&P 500 Index ETF 1.54 % 0.09 %

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CAD 0.35B
ZSP:CA BMO S&P 500 Index ETF 1.54 % 0.09 %

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CAD 5.04B
TPU:CA TD U.S. Equity Index ETF 1.54 % 0.11 %

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CAD 0.02B
SPY SPDR S&P 500 1.54 % 0.09 %

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USD 247.59B
VOO Vanguard S&P 500 1.53 % 0.04 %

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USD 89.09B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

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USD 5.21M
ESGU iShares ESG MSCI USA ETF 1.50 % 0.15 %

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USD 0.15B
VV Vanguard Large-Cap 1.49 % 0.05 %

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USD 12.62B
SPLG SPDR Series Trust Portfol.. 1.44 % 0.10 %

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USD 1.83B
SCHX Schwab U.S. Large-Cap 1.42 % 0.03 %

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USD 14.32B
ONEK SPDR Russell 1000 1.41 % 0.10 %

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USD 0.16B
VONE Vanguard Russell 1000 ETF 1.39 % 0.12 %

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USD 1.06B
IWB iShares Russell 1000 1.38 % 0.15 %

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USD 18.90B
SCHK Schwab 1000 Index 1.38 % 0.05 %

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USD 0.73B
GSLC Goldman Sachs ActiveBeta .. 1.37 % 0.09 %

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USD 3.97B
IYY iShares Dow Jones U.S. 1.35 % 0.20 %

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USD 1.14B
GHS REX Gold Hedged S&P 500 1.31 % 0.48 %

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THRK SPDR Russell 3000 1.29 % 0.10 %

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USD 0.52B
SPTM SPDR Portfolio Total Stoc.. 1.29 % 0.04 %

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USD 2.81B
VTI Vanguard Total Stock Mark.. 1.29 % 0.04 %

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USD 94.74B
SCHB Schwab U.S. Broad Market 1.29 % 0.03 %

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USD 13.11B
IWV iShares Russell 3000 1.28 % 0.20 %

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USD 9.65B
VTHR Vanguard Russell 3000 ETF 1.28 % 0.15 %

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USD 0.42B
ITOT iShares Core S&P Total U... 1.28 % 0.03 %

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USD 16.82B
TILT FlexShares Mornigstar US .. 1.20 % 0.00 %

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USD 1.24B
JHML John Hancock Multifactor .. 1.07 % 0.35 %

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MULC:CA Manulife Multifactor U.S... 1.05 % 0.42 %

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CAD 5.33M
MULC.B:CA Manulife Multifactor U.S... 1.05 % 0.38 %

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CAD 0.12B
DMRL DeltaShares S&P 500 Manag.. 1.05 % 0.35 %

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USD 0.41B
TOK iShares MSCI Kokusai 1.00 % 0.25 %

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USD 0.14B
URTH Ishares MSCI World Index .. 0.91 % 0.24 %

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USD 0.72B
XMX WisdomTree Global ex-Mexi.. 0.82 % 0.30 %

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USD 0.02B
ACWI iShares MSCI ACWI Index F.. 0.81 % 0.31 %

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USD 10.90B
LOWC SPDR MSCI ACWI Low Carbon.. 0.80 % 0.20 %

N/A

USD 0.05B
CRBN iShares MSCI ACWI Low Car.. 0.79 % 0.20 %

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USD 0.38B
ACIM SPDR MSCI ACWI IMI 0.77 % 0.25 %

N/A

USD 0.16B
VT Vanguard Total World Stoc.. 0.72 % 0.09 %

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USD 11.79B
SCIU Global X Scientific Beta .. 0.64 % 0.19 %

N/A

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PHDG Invesco S&P 500 Downside .. 0.00 % 0.38 %

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USD 0.02B

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 7.14% 53% F 54% F
Dividend Return 0.82% 73% C 73% C
Total Return 7.96% 55% F 59% F
Trailing 12 Months  
Capital Gain -7.45% 49% F 54% F
Dividend Return 2.41% 27% F 45% F
Total Return -5.04% 45% F 51% F
Trailing 5 Years  
Capital Gain 79.99% 92% A- 90% A-
Dividend Return 17.24% 44% F 57% F
Total Return 97.23% 95% A 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 18.54% 93% A 91% A-
Dividend Return 21.29% 95% A 92% A-
Total Return 2.76% 34% F 54% F
Risk Return Profile  
Volatility (Standard Deviation) 17.65% 43% F 42% F
Risk Adjusted Return 120.61% 85% B 92% A-
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 11.58 52% F 52% F
Price/Book Ratio 1.50 28% F 49% F
Price / Cash Flow Ratio 2.58 28% F 48% F
Price/Free Cash Flow Ratio 24.44 8% F 21% F
Management Effectiveness  
Return on Equity 12.62% 80% B- 66% D
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.24% 73% C 37% F
Debt to Equity Ratio 139.50% 34% 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.

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 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