JPM:NYE-JP Morgan Chase & Co.

EQUITY | Banks | New York Stock Exchange

Last Closing Price

USD 109.71

Change

+1.07 (+0.98)%

Market Cap

USD 355.90B

Volume

8.54M

Average Target Price

USD 125.48 (+14.38%)
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: 2019-05-24 )

Largest Industry Peers for Banks

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

-0.02 (-0.08%)

USD 21,175.15B
BAC Bank of America Corporation

+0.42 (+1.51%)

USD 267.94B
WFC Wells Fargo & Company

+0.61 (+1.34%)

USD 207.50B
HSBC HSBC Holdings plc.

+0.19 (+0.45%)

USD 169.98B
ASB.P.D Associated Banc-Corp Depositar..

-0.05 (-0.19%)

USD 149.94B
C Citigroup Inc.

+0.49 (+0.77%)

USD 148.90B
FRC.P.D First Republic Bank San Franci..

+0.10 (+0.40%)

USD 134.35B
HDB HDFC Bank Limited

+3.32 (+2.78%)

USD 111.47B
RY Royal Bank Of Canada

+1.10 (+1.44%)

USD 110.91B
TD Toronto Dominion Bank (The)

+0.63 (+1.12%)

USD 103.52B

ETFs Containing JPM

Symbol Name Weight Mer Price(Change) Market Cap
IYG iShares U.S. Financial Se.. 12.27 % 0.43 %

+1.16 (+0.90%)

USD 1.36B
XLF SPDR Select Sector Fund -.. 11.65 % 0.13 %

+0.21 (+0.79%)

USD 24.07B
FINU ProShares UltraPro Financ.. 9.82 % 0.95 %

+2.00 (+2.62%)

USD 0.03B
VFH Vanguard Financials 9.78 % 0.10 %

+0.61 (+0.91%)

USD 7.46B
FNCL Fidelity MSCI Financials .. 9.74 % 0.08 %

+0.34 (+0.88%)

USD 1.13B
KBWB Invesco KBW Bank ETF 8.70 % 0.35 %

+0.49 (+1.00%)

USD 0.57B
RWW Oppenheimer S&P Financial.. 8.12 % 0.46 %

+0.64 (+0.98%)

USD 0.04B
RWW Oppenheimer S&P Financial.. 8.12 % 0.46 %

+0.64 (+0.98%)

USD 0.04B
XHD:CA iShares U.S. High Dividen.. 7.63 % 0.33 %

+0.15 (+0.51%)

CAD 0.21B
XHU:CA iShares U.S. High Dividen.. 7.63 % 0.33 %

-0.24 (-0.93%)

CAD 0.04B
HDV iShares Core High Dividen.. 7.60 % 0.08 %

+0.17 (+0.18%)

USD 7.06B
ZWK:CA BMO Covered Call US Banks.. 7.23 % 0.00 %

+0.25 (+0.84%)

CAD 0.01B
IYF iShares U.S. Financial 7.06 % 0.43 %

+0.82 (+0.67%)

USD 1.68B
JKF iShares Morningstar Large.. 5.91 % 0.25 %

+0.42 (+0.40%)

USD 0.48B
UYG ProShares Ultra Financial.. 5.84 % 0.95 %

+0.57 (+1.35%)

USD 0.78B
ZBK:CA BMO Equal Weight US Banks.. 5.65 % 0.37 %

+0.23 (+0.89%)

CAD 0.76B
CALL:CA Evolve US Banks Enhanced .. 5.63 % 0.68 %

N/A

CAD 1.82M
CALL.B:CA Evolve US Banks Enhanced .. 5.63 % 0.68 %

N/A

CAD 2.45M
IXG iShares Global Financial 5.52 % 0.47 %

+0.55 (+0.88%)

USD 0.36B
DFNL Davis Select Financial ET.. 5.13 % 0.64 %

+0.16 (+0.69%)

USD 0.14B
HBF:CA Harvest Brand Leaders Plu.. 5.04 % 1.16 %

+0.03 (+0.33%)

CAD 0.14B
RUBY:CA RBC U.S. Banks Yield Inde.. 4.95 % 0.33 %

N/A

CAD 0.01B
RUBY.U:CA RBC U.S. Banks Yield Inde.. 4.95 % 0.33 %

N/A

CAD 2.87M
HUSE Strategy Shares US Market.. 4.86 % 0.95 %

+0.02 (+0.06%)

USD 0.18B
FAS Direxion Financial Bull 3.. 4.81 % 1.04 %

+1.26 (+1.88%)

USD 1.46B
DJD Invesco Dow Jones Industr.. 4.51 % 0.30 %

+0.13 (+0.36%)

USD 0.07B
FTXO First Trust Nasdaq Bank E.. 4.48 % 0.60 %

+0.27 (+1.10%)

USD 0.15B
TETF ETF Industry Exposure & F.. 4.40 % 0.64 %

+0.15 (+0.83%)

USD 6.41M
DIVO Amplify CWP Enhanced Divi.. 4.31 % 0.94 %

+0.14 (+0.47%)

USD 0.02B
DUSA Davis Select U.S. Equity .. 4.30 % 0.63 %

+0.09 (+0.40%)

USD 0.19B
IWX iShares Russell Top 200 V.. 4.22 % 0.20 %

+0.21 (+0.40%)

USD 0.45B
HUL.U:CA Harvest US Equity Plus In.. 4.19 % 2.23 %

N/A

CAD 1.29M
HUL:CA Harvest US Equity Plus In.. 4.19 % 2.20 %

-0.10 (-1.17%)

CAD 7.98M
QDYN FlexShares Quality Dynami.. 4.19 % 0.37 %

+0.16 (+0.38%)

USD 0.05B
JHMF John Hancock Multifactor .. 4.13 % 0.50 %

+0.34 (+0.93%)

USD 0.05B
MGV Vanguard Mega Cap Value 3.75 % 0.07 %

+0.25 (+0.32%)

USD 2.40B
VYM Vanguard High Dividend Yi.. 3.72 % 0.06 %

+0.18 (+0.21%)

USD 23.33B
EZY EZY 3.60 % 0.38 %

N/A

USD 0.04B
EDOW First Trust Dow 30 Equal .. 3.56 % 0.50 %

+0.09 (+0.40%)

USD 0.02B
SPYV SPDR Series Trust Portfol.. 3.31 % 0.06 %

+0.05 (+0.17%)

USD 2.70B
VOOV Vanguard S&P 500 Value 3.31 % 0.15 %

+0.22 (+0.20%)

USD 0.95B
EQRR ProShares Equities for Ri.. 3.31 % 0.35 %

+0.22 (+0.56%)

USD 3.94M
IVE iShares S&P 500 Value 3.30 % 0.18 %

+0.23 (+0.21%)

USD 14.96B
SCHV Schwab U.S. Large-Cap Val.. 3.21 % 0.04 %

+0.12 (+0.22%)

USD 5.64B
VTV Vanguard Value 3.11 % 0.04 %

+0.29 (+0.27%)

USD 46.93B
DGRO iShares Core Dividend Gro.. 3.10 % 0.08 %

+0.08 (+0.22%)

USD 7.07B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

N/A

CAD 7.25M
IUSV iShares Core S&P U.S. Val.. 3.08 % 0.05 %

+0.11 (+0.20%)

USD 5.35B
XLG Invesco S&P 500 Top 50 3.06 % 0.20 %

+0.20 (+0.10%)

USD 0.80B
NACP Impact Shares Trust I NAA.. 3.04 % 0.00 %

+0.04 (+0.21%)

USD 2.15M
DBLV AdvisorShares DoubleLine .. 3.01 % 0.87 %

+0.52 (+0.79%)

USD 0.06B
IOO iShares Global 100 3.00 % 0.40 %

+0.16 (+0.34%)

USD 2.02B
FDVV Fidelity High Dividend 2.96 % 0.30 %

+0.06 (+0.20%)

USD 0.33B
HAU:CA Horizons Active US Divide.. 2.95 % 0.79 %

+0.14 (+1.07%)

CAD 6.94M
WOMN Impact Shares Trust I ETF.. 2.93 % 0.00 %

+0.05 (+0.25%)

USD 3.98M
IWD iShares Russell 1000 Valu.. 2.85 % 0.20 %

+0.35 (+0.28%)

USD 37.62B
VONV Vanguard Russell 1000 Val.. 2.84 % 0.12 %

+0.22 (+0.20%)

USD 1.84B
FCUD:CA Fidelity U.S. High Divide.. 2.75 % 0.00 %

+0.16 (+0.66%)

CAD 0.11B
PFI Invesco DWA Financial Mom.. 2.72 % 0.60 %

+0.07 (+0.19%)

USD 0.05B
FTLS First Trust Long/Short Eq.. 2.66 % 1.59 %

+0.04 (+0.10%)

USD 0.18B
ESG FlexShares STOXX US ESG I.. 2.58 % 0.42 %

N/A

USD 0.03B
HAZ:CA Horizons Active Global Di.. 2.57 % 0.94 %

+0.09 (+0.41%)

CAD 0.19B
DLN WisdomTree U.S. LargeCap .. 2.51 % 0.28 %

+0.12 (+0.13%)

USD 2.02B
EPS WisdomTree U.S. LargeCap .. 2.49 % 0.28 %

+0.10 (+0.33%)

USD 0.26B
HEA.A:CA Horizons Enhanced Income .. 2.46 % 1.61 %

N/A

CAD 3.35M
OEF iShares S&P 100 2.41 % 0.20 %

+0.30 (+0.24%)

USD 4.87B
RFDA RiverFront Dynamic US Div.. 2.40 % 0.52 %

+0.03 (+0.10%)

USD 0.13B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.31 % 0.45 %

+0.11 (+0.36%)

CAD 0.15B
FDRR Fidelity Dividend ETF for.. 2.29 % 0.30 %

N/A

USD 0.37B
CCOR Cambria Core Equity 2.19 % 1.21 %

-0.06 (-0.22%)

USD 0.09B
BOUT Innovator IBD Breakout Op.. 2.18 % 0.80 %

+0.25 (+1.22%)

USD 0.01B
FCRR:CA Fidelity U.S. Dividend fo.. 2.17 % 0.00 %

+0.01 (+0.04%)

CAD 0.06B
PRID InsightShares LGBT Employ.. 2.13 % 0.65 %

+0.08 (+0.32%)

N/A
EXT WisdomTree U.S. Total Mar.. 2.12 % 0.28 %

+0.08 (+0.25%)

USD 0.11B
FDMO Fidelity Momentum Factor 2.08 % 0.30 %

+0.09 (+0.26%)

USD 0.11B
DTD WisdomTree U.S. Total Div.. 2.07 % 0.28 %

+0.18 (+0.19%)

USD 0.66B
ESGG FlexShares STOXX Global E.. 2.07 % 0.42 %

+0.65 (+0.69%)

USD 0.08B
JUST Goldman Sachs JUST U.S. L.. 2.05 % 0.20 %

+0.13 (+0.32%)

USD 0.12B
SPXT ProShares S&P 500 Ex-Tech.. 1.97 % 0.27 %

+0.16 (+0.31%)

USD 3.22M
IWL iShares Russell Top 200 1.94 % 0.15 %

+0.06 (+0.09%)

USD 0.22B
FVAL Fidelity Value Factor 1.93 % 0.30 %

+0.13 (+0.40%)

USD 0.13B
RWCD Direxion MSCI Cyclicals O.. 1.91 % 0.00 %

+0.21 (+0.37%)

USD 0.02B
BLCN Reality Shares Nasdaq Nex.. 1.89 % 0.68 %

+0.15 (+0.70%)

USD 0.07B
PRF Invesco FTSE RAFI US 1000 1.88 % 0.39 %

+0.33 (+0.29%)

USD 5.33B
RUE:CA RBC Quant U.S. Equity Lea.. 1.87 % 0.44 %

-0.23 (-0.79%)

CAD 0.03B
RUE.U:CA RBC Quant U.S. Equity Lea.. 1.87 % 0.44 %

N/A

CAD 2.13M
CLU:CA iShares US Fundamental In.. 1.87 % 0.72 %

N/A

CAD 0.16B
CLU.C:CA iShares US Fundamental In.. 1.87 % 0.74 %

N/A

CAD 0.12B
MGC Vanguard Mega Cap 1.83 % 0.07 %

+0.18 (+0.18%)

USD 1.82B
SPXV ProShares S&P 500 Ex-Heal.. 1.79 % 0.27 %

+0.15 (+0.25%)

USD 1.48M
VLU SPDR S&P 1500 Value Tilt 1.73 % 0.13 %

+0.41 (+0.41%)

USD 0.03B
RALS ProShares RAFI Long Short 1.72 % 0.95 %

+0.01 (+0.03%)

USD 9.11M
HSPX Global X Funds S&P 500 Co.. 1.66 % 0.65 %

+0.12 (+0.26%)

USD 0.09B
SPYX SPDR S&P 500 Fossil Fuel .. 1.65 % 0.20 %

+0.30 (+0.44%)

USD 0.34B
SPXE ProShares S&P 500 Ex-Ener.. 1.63 % 0.27 %

+0.15 (+0.25%)

USD 6.89M
DHVW Diamond Hill Valuation-We.. 1.59 % 0.10 %

N/A

USD 0.02B
PBP Invesco S&P 500 BuyWrite 1.58 % 0.75 %

+0.04 (+0.19%)

USD 0.32B
ZSP:CA BMO S&P 500 Index ETF 1.55 % 0.09 %

-0.01 (-0.02%)

CAD 5.98B
ZSP.U:CA BMO S&P 500 Index ETF 1.55 % 0.09 %

N/A

CAD 0.28B
CATH Global X S&P 500 Catholic.. 1.55 % 0.29 %

+0.08 (+0.23%)

USD 0.25B
SPY SPDR S&P 500 1.55 % 0.09 %

+0.64 (+0.23%)

USD 260.60B
TPU:CA TD U.S. Equity Index ETF 1.55 % 0.11 %

+0.09 (+0.42%)

CAD 0.03B
KBE SPDR S&P Bank 1.54 % 0.35 %

+0.50 (+1.18%)

USD 2.00B
IVV iShares Core S&P 500 1.54 % 0.04 %

+0.70 (+0.25%)

USD 173.48B
QUU:CA Mackenzie US Large Cap Eq.. 1.54 % 0.09 %

N/A

CAD 0.19B
XSUS:CA iShares ESG MSCI USA Inde.. 1.53 % 0.00 %

N/A

CAD 3.01M
VOO Vanguard S&P 500 1.53 % 0.03 %

+0.45 (+0.17%)

USD 109.01B
ESGU iShares ESG MSCI USA ETF 1.53 % 0.15 %

+0.06 (+0.10%)

USD 0.21B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

N/A

USD 5.21M
VV Vanguard Large-Cap 1.51 % 0.04 %

+0.26 (+0.20%)

USD 13.87B
SPLG SPDR Series Trust Portfol.. 1.51 % 0.04 %

+0.06 (+0.18%)

USD 2.32B
FLAM:CA Franklin FTSE U.S. Index .. 1.48 % 0.00 %

+0.04 (+0.19%)

CAD 0.29B
SCHX Schwab U.S. Large-Cap 1.43 % 0.03 %

+0.13 (+0.19%)

USD 16.26B
ONEK SPDR Russell 1000 1.41 % 0.10 %

N/A

USD 0.16B
VONE Vanguard Russell 1000 ETF 1.40 % 0.12 %

+0.22 (+0.17%)

USD 1.07B
IWB iShares Russell 1000 1.40 % 0.15 %

+0.36 (+0.23%)

USD 19.39B
SFYX SoFi Next 500 1.39 % 0.00 %

+0.07 (+0.70%)

USD 5.79M
SCHK Schwab 1000 Index 1.37 % 0.05 %

+0.05 (+0.18%)

USD 0.79B
USDY Pacific Global US Equity .. 1.37 % 0.00 %

+0.10 (+0.38%)

USD 0.03B
IYY iShares Dow Jones U.S. 1.35 % 0.20 %

+0.38 (+0.27%)

USD 1.19B
SPTM SPDR Portfolio Total Stoc.. 1.34 % 0.04 %

+0.09 (+0.26%)

USD 3.27B
GHS REX Gold Hedged S&P 500 1.31 % 0.48 %

N/A

N/A
IWV iShares Russell 3000 1.30 % 0.20 %

+0.47 (+0.28%)

USD 9.13B
VTHR Vanguard Russell 3000 ETF 1.30 % 0.15 %

+0.71 (+0.55%)

USD 0.43B
THRK SPDR Russell 3000 1.29 % 0.10 %

N/A

USD 0.52B
VTI Vanguard Total Stock Mark.. 1.29 % 0.03 %

+0.35 (+0.24%)

USD 111.66B
FNDX Schwab Fundamental U.S. L.. 1.29 % 0.25 %

+0.04 (+0.11%)

USD 4.87B
SCHB Schwab U.S. Broad Market 1.29 % 0.03 %

+0.17 (+0.25%)

USD 14.32B
ITOT iShares Core S&P Total U... 1.29 % 0.03 %

+0.11 (+0.17%)

USD 19.57B
GSLC Goldman Sachs ActiveBeta .. 1.23 % 0.09 %

+0.13 (+0.23%)

USD 4.94B
TILT FlexShares Mornigstar US .. 1.21 % 0.25 %

N/A

USD 1.24B
FNDB Schwab Fundamental U.S. B.. 1.19 % 0.25 %

+0.02 (+0.05%)

USD 0.27B
JHML John Hancock Multifactor .. 1.09 % 0.35 %

+0.04 (+0.11%)

USD 0.86B
MULC:CA Manulife Multifactor U.S... 1.06 % 0.45 %

N/A

CAD 7.36M
MULC.B:CA Manulife Multifactor U.S... 1.06 % 0.39 %

N/A

CAD 0.13B
PHDG Invesco S&P 500 Downside .. 1.02 % 0.38 %

-0.03 (-0.10%)

USD 0.03B
TOK iShares MSCI Kokusai 1.02 % 0.25 %

-0.54 (-0.81%)

USD 0.14B
URTH Ishares MSCI World Index .. 0.92 % 0.24 %

+0.48 (+0.54%)

USD 0.65B
LOWC SPDR MSCI ACWI Low Carbon.. 0.84 % 0.20 %

+0.52 (+0.59%)

USD 0.07B
XMX WisdomTree Global ex-Mexi.. 0.83 % 0.26 %

+0.17 (+0.60%)

USD 2.89M
ACWI iShares MSCI ACWI Index F.. 0.83 % 0.31 %

+0.39 (+0.55%)

USD 10.34B
CRBN iShares MSCI ACWI Low Car.. 0.81 % 0.20 %

+0.60 (+0.52%)

USD 0.43B
ACIM SPDR MSCI ACWI IMI 0.79 % 0.25 %

+0.54 (+0.71%)

USD 0.17B
TERM EquityCompass Tactical Ri.. 0.72 % 0.64 %

-0.01 (-0.05%)

USD 0.04B
ERM EquityCompass Risk Manage.. 0.72 % 0.64 %

+0.02 (+0.11%)

USD 0.02B
VT Vanguard Total World Stoc.. 0.72 % 0.09 %

+0.33 (+0.46%)

USD 12.21B
XUS:CA iShares Core S&P 500 Inde.. 0.34 % 0.11 %

-0.02 (-0.04%)

CAD 1.81B

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 12.38% 71% C- 63% D
Dividend Return 1.64% 54% F 61% D-
Total Return 14.02% 71% C- 65% D
Trailing 12 Months  
Capital Gain -1.37% 55% F 53% F
Dividend Return 2.66% 26% F 46% F
Total Return 1.29% 50% F 52% F
Trailing 5 Years  
Capital Gain 101.19% 96% A 92% A-
Dividend Return 19.15% 53% F 62% D-
Total Return 120.34% 98% A+ 93% A
Average Annual (5 Year Horizon)  
Capital Gain 17.56% 93% A 90% A-
Dividend Return 20.29% 95% A 91% A-
Total Return 2.73% 33% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 18.57% 40% F 38% F
Risk Adjusted Return 109.27% 83% B 89% B+
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 11.80 45% F 52% F
Price/Book Ratio 1.56 29% F 46% F
Price / Cash Flow Ratio 4.87 9% F 24% F
Price/Free Cash Flow Ratio 7.45 48% F 60% D-
Management Effectiveness  
Return on Equity 12.76% 81% B- 69% D+
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.25% 70% C- 38% F
Debt to Equity Ratio 145.75% 33% F 25% 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.

Low Revenue Growth

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