JPM:NYE-JP Morgan Chase & Co.

EQUITY | Banks | New York Stock Exchange

Last Closing Price

USD 113.99

Change

-1.13 (-0.98)%

Market Cap

USD 369.78B

Volume

0.01B

Average Target Price

USD 124.92 (+9.59%)
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: 2019-07-17 )

Largest Industry Peers for Banks

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

-0.04 (-0.15%)

USD 21,385.65B
BAC Bank of America Corporation

+0.20 (+0.69%)

USD 272.71B
WFC Wells Fargo & Company

-0.09 (-0.20%)

USD 203.19B
HSBC HSBC Holdings plc.

-0.27 (-0.65%)

USD 167.25B
C Citigroup Inc.

-0.50 (-0.70%)

USD 159.99B
ASB.P.D Associated Banc-Corp Depositar..

+0.08 (+0.33%)

USD 152.71B
HDB HDFC Bank Limited

+0.67 (+0.53%)

USD 114.71B
RY Royal Bank Of Canada

+0.01 (+0.01%)

USD 114.63B
TD Toronto Dominion Bank (The)

+0.15 (+0.26%)

USD 107.59B
ITUB Itau Unibanco Banco Holding SA..

+0.05 (+0.52%)

USD 94.22B

ETFs Containing JPM

Symbol Name Weight Mer Price(Change) Market Cap
IYG iShares U.S. Financial Se.. 11.97 % 0.42 %

-0.58 (-0.43%)

USD 1.24B
XLF SPDR Select Sector Fund -.. 11.30 % 0.13 %

-0.24 (-0.85%)

USD 24.68B
FINU ProShares UltraPro Financ.. 9.89 % 0.95 %

-2.32 (-2.59%)

USD 0.03B
VFH Vanguard Financials 9.52 % 0.10 %

-0.55 (-0.78%)

USD 7.48B
FNCL Fidelity MSCI Financials .. 9.45 % 0.08 %

-0.31 (-0.76%)

USD 1.14B
RWW Invesco Exchange-Traded F.. 8.19 % 0.46 %

-0.76 (-1.11%)

USD 0.03B
RWW Invesco Exchange-Traded F.. 8.19 % 0.46 %

-0.76 (-1.11%)

USD 0.03B
KBWB Invesco KBW Bank ETF 7.92 % 0.35 %

-0.06 (-0.12%)

USD 0.54B
FTXO First Trust Nasdaq Bank E.. 7.72 % 0.60 %

-0.09 (-0.35%)

USD 0.15B
ZWK:CA BMO Covered Call US Banks.. 7.14 % 0.00 %

-0.24 (-0.80%)

CAD 0.01B
IYF iShares U.S. Financial 6.74 % 0.42 %

-0.88 (-0.69%)

USD 1.73B
JKF iShares Morningstar Large.. 5.69 % 0.25 %

-0.67 (-0.61%)

USD 0.51B
ZBK:CA BMO Equal Weight US Banks.. 5.64 % 0.37 %

-0.20 (-0.77%)

CAD 0.70B
CALL.B:CA Evolve US Banks Enhanced .. 5.60 % 0.68 %

N/A

CAD 2.44M
CALL:CA Evolve US Banks Enhanced .. 5.60 % 0.68 %

-0.11 (-0.59%)

CAD 1.84M
IXG iShares Global Financial 5.37 % 0.46 %

-0.50 (-0.77%)

USD 0.34B
DFNL Davis Select Financial ET.. 5.05 % 0.64 %

-0.17 (-0.72%)

USD 0.15B
HBF.U:CA Harvest Brand Leaders Plu.. 4.87 % 1.15 %

-0.04 (-0.40%)

CAD 0.02B
HBF:CA Harvest Brand Leaders Plu.. 4.87 % 1.16 %

-0.05 (-0.52%)

CAD 0.14B
BFIN:CA Brompton North American F.. 4.82 % 0.96 %

N/A

CAD 0.02B
FAS Direxion Financial Bull 3.. 4.81 % 1.04 %

-1.53 (-1.94%)

USD 1.42B
DIVO Amplify CWP Enhanced Divi.. 4.50 % 0.94 %

-0.03 (-0.11%)

USD 0.02B
DJD Invesco Dow Jones Industr.. 4.33 % 0.09 %

-0.20 (-0.54%)

USD 0.07B
DUSA Davis Select U.S. Equity .. 4.22 % 0.63 %

-0.15 (-0.63%)

USD 0.20B
UTRN Vesper US Large Cap Short.. 4.08 % 0.00 %

-0.47 (-1.79%)

USD 0.03B
VSL Volshares Large Cap 4.07 % 0.65 %

-0.56 (-1.88%)

USD 1.48M
IWX iShares Russell Top 200 V.. 4.03 % 0.20 %

-0.43 (-0.78%)

USD 0.46B
JHMF John Hancock Multifactor .. 3.96 % 0.47 %

-0.28 (-0.74%)

USD 0.05B
QDYN FlexShares Quality Dynami.. 3.77 % 0.37 %

-0.40 (-0.90%)

USD 0.05B
MGV Vanguard Mega Cap Value 3.65 % 0.07 %

-0.64 (-0.78%)

USD 2.52B
VYM Vanguard High Dividend Yi.. 3.64 % 0.06 %

-0.51 (-0.58%)

USD 24.84B
EZY EZY 3.60 % 0.38 %

N/A

USD 0.04B
EQRR ProShares Equities for Ri.. 3.31 % 0.35 %

-1.05 (-2.52%)

USD 3.25M
VOOV Vanguard S&P 500 Value 3.27 % 0.15 %

-0.89 (-0.78%)

USD 1.02B
SPYV SPDR Series Trust Portfol.. 3.20 % 0.06 %

-0.25 (-0.78%)

USD 2.99B
IVE iShares S&P 500 Value 3.20 % 0.18 %

-1.02 (-0.86%)

USD 15.61B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

N/A

CAD 7.25M
SCHV Schwab U.S. Large-Cap Val.. 3.08 % 0.04 %

-0.36 (-0.63%)

USD 6.03B
VTV Vanguard Value 3.03 % 0.04 %

-0.90 (-0.80%)

USD 49.14B
IUSV iShares Core S&P U.S. Val.. 2.98 % 0.04 %

-0.47 (-0.82%)

USD 5.74B
NACP Impact Shares Trust I NAA.. 2.96 % 0.00 %

-0.11 (-0.49%)

USD 2.21M
ESG FlexShares STOXX US ESG I.. 2.93 % 0.42 %

N/A

USD 0.03B
FDVV Fidelity High Dividend 2.92 % 0.30 %

-0.15 (-0.50%)

USD 0.35B
XLG Invesco S&P 500 Top 50 2.92 % 0.00 %

-1.07 (-0.50%)

USD 0.85B
DGRO iShares Core Dividend Gro.. 2.89 % 0.08 %

-0.24 (-0.62%)

USD 7.94B
DBLV AdvisorShares DoubleLine .. 2.88 % 0.87 %

-0.32 (-0.46%)

USD 0.06B
IOO iShares Global 100 2.86 % 0.40 %

-0.24 (-0.49%)

USD 2.00B
WOMN Impact Shares Trust I ETF.. 2.84 % 0.00 %

-0.12 (-0.58%)

USD 4.20M
VONV Vanguard Russell 1000 Val.. 2.79 % 0.12 %

-0.83 (-0.73%)

USD 1.95B
FTLS First Trust Long/Short Eq.. 2.78 % 1.59 %

-0.13 (-0.32%)

USD 0.20B
HAU:CA Horizons Active US Divide.. 2.76 % 0.79 %

N/A

CAD 6.77M
FCUD:CA Fidelity U.S. High Divide.. 2.69 % 0.39 %

-0.15 (-0.60%)

CAD 0.12B
IWD iShares Russell 1000 Valu.. 2.67 % 0.19 %

-1.07 (-0.83%)

USD 39.24B
HEA.A:CA Horizons Enhanced Income .. 2.46 % 1.61 %

N/A

CAD 3.35M
DLN WisdomTree U.S. LargeCap .. 2.43 % 0.28 %

-0.60 (-0.61%)

USD 2.12B
EPS WisdomTree U.S. LargeCap .. 2.42 % 0.28 %

-0.25 (-0.74%)

USD 0.28B
OEF iShares S&P 100 2.34 % 0.20 %

-0.85 (-0.64%)

USD 5.16B
FDRR Fidelity Dividend ETF for.. 2.25 % 0.30 %

-0.25 (-0.78%)

USD 0.36B
RFDA RiverFront Dynamic US Div.. 2.25 % 0.52 %

-0.16 (-0.49%)

USD 0.13B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.24 % 0.45 %

-0.31 (-0.97%)

CAD 0.15B
FCRR:CA Fidelity U.S. Dividend fo.. 2.13 % 0.39 %

-0.20 (-0.79%)

CAD 0.06B
ESGL Invesco Exchange-Traded S.. 2.12 % 0.40 %

-0.31 (-0.95%)

USD 0.02B
EXT WisdomTree U.S. Total Mar.. 2.09 % 0.28 %

-0.26 (-0.76%)

USD 0.09B
DTD WisdomTree U.S. Total Div.. 2.03 % 0.28 %

-0.74 (-0.75%)

USD 0.70B
JUST Goldman Sachs JUST U.S. L.. 1.98 % 0.20 %

-0.25 (-0.59%)

USD 0.13B
PRID InsightShares LGBT Employ.. 1.95 % 0.65 %

-0.14 (-0.49%)

USD 2.76M
RWCD Direxion MSCI Cyclicals O.. 1.91 % 0.00 %

-0.65 (-1.05%)

USD 0.02B
CLU.C:CA iShares US Fundamental In.. 1.89 % 0.74 %

N/A

CAD 0.12B
CLU:CA iShares US Fundamental In.. 1.89 % 0.72 %

N/A

CAD 0.16B
FVAL Fidelity Value Factor 1.89 % 0.30 %

-0.38 (-1.09%)

USD 0.14B
SPXT ProShares S&P 500 Ex-Tech.. 1.88 % 0.27 %

-0.41 (-0.73%)

USD 3.31M
ESGG FlexShares STOXX Global E.. 1.88 % 0.42 %

-0.24 (-0.24%)

USD 0.09B
PRF Invesco FTSE RAFI US 1000 1.82 % 0.39 %

-1.02 (-0.86%)

USD 5.44B
IWL iShares Russell Top 200 1.82 % 0.15 %

-0.47 (-0.67%)

USD 0.25B
FDMO Fidelity Momentum Factor 1.81 % 0.30 %

-0.18 (-0.50%)

USD 0.12B
MGC Vanguard Mega Cap 1.78 % 0.07 %

-0.64 (-0.62%)

USD 1.95B
SPXV ProShares S&P 500 Ex-Heal.. 1.73 % 0.27 %

-0.41 (-0.64%)

USD 1.53M
RFFC RiverFront Dynamic US Fle.. 1.72 % 0.52 %

-0.35 (-1.04%)

USD 0.14B
VLU SPDR S&P 1500 Value Tilt 1.68 % 0.13 %

-0.85 (-0.80%)

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

-0.12 (-0.24%)

USD 0.11B
RALS ProShares RAFI Long Short 1.66 % 0.95 %

-0.03 (-0.10%)

USD 7.60M
DHVW Diamond Hill Valuation-We.. 1.59 % 0.10 %

N/A

USD 0.02B
SPXE ProShares S&P 500 Ex-Ener.. 1.56 % 0.27 %

-0.39 (-0.62%)

USD 7.28M
TPU:CA TD U.S. Equity Index ETF 1.55 % 0.11 %

-0.12 (-0.54%)

CAD 0.03B
SPYX SPDR S&P 500 Fossil Fuel .. 1.54 % 0.20 %

-0.35 (-0.48%)

USD 0.37B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

N/A

USD 5.21M
QUU:CA Mackenzie US Large Cap Eq.. 1.51 % 0.09 %

-0.73 (-0.65%)

CAD 0.18B
PBP Invesco S&P 500 BuyWrite 1.50 % 0.00 %

-0.01 (-0.05%)

USD 0.33B
ZSP:CA BMO S&P 500 Index ETF 1.49 % 0.09 %

-0.34 (-0.79%)

CAD 6.17B
ZSP.U:CA BMO S&P 500 Index ETF 1.49 % 0.09 %

-0.21 (-0.63%)

CAD 0.30B
IVV iShares Core S&P 500 1.48 % 0.04 %

-1.96 (-0.65%)

USD 181.32B
VOO Vanguard S&P 500 1.48 % 0.03 %

-1.86 (-0.68%)

USD 118.10B
XUS:CA iShares Core S&P 500 Inde.. 1.48 % 0.11 %

-0.41 (-0.84%)

CAD 1.86B
SPY SPDR S&P 500 1.48 % 0.09 %

-1.97 (-0.66%)

USD 279.32B
DMRL DeltaShares S&P 500 Manag.. 1.47 % 0.35 %

-0.26 (-0.45%)

USD 0.43B
XSP:CA iShares Core S&P 500 Inde.. 1.47 % 0.11 %

-0.21 (-0.62%)

CAD 4.78B
VV Vanguard Large-Cap 1.47 % 0.04 %

-0.87 (-0.63%)

USD 14.74B
CATH Global X S&P 500 Catholic.. 1.47 % 0.29 %

-0.24 (-0.65%)

USD 0.27B
SPLG SPDR Series Trust Portfol.. 1.46 % 0.04 %

-0.19 (-0.54%)

USD 2.63B
XSUS:CA iShares ESG MSCI USA Inde.. 1.41 % 0.00 %

N/A

CAD 4.16M
ONEK SPDR Russell 1000 1.41 % 0.10 %

N/A

USD 0.16B
FLAM:CA Franklin FTSE U.S. Index .. 1.41 % 0.00 %

-0.10 (-0.46%)

CAD 0.29B
ESGU iShares MSCI USA ESG Opti.. 1.39 % 0.15 %

-0.40 (-0.61%)

USD 0.26B
SCHX Schwab U.S. Large-Cap 1.36 % 0.03 %

-0.44 (-0.61%)

USD 17.47B
VONE Vanguard Russell 1000 Ind.. 1.32 % 0.12 %

-0.86 (-0.62%)

USD 1.18B
SPTM SPDR Portfolio Total Stoc.. 1.32 % 0.04 %

-0.19 (-0.51%)

USD 3.58B
IWB iShares Russell 1000 1.32 % 0.15 %

-1.11 (-0.67%)

USD 20.99B
GHS REX Gold Hedged S&P 500 1.31 % 0.48 %

N/A

N/A
SCHK Schwab 1000 Index 1.31 % 0.05 %

-0.16 (-0.54%)

USD 0.84B
THRK SPDR Russell 3000 1.29 % 0.10 %

N/A

USD 0.52B
IYY iShares Dow Jones U.S. 1.29 % 0.20 %

-0.92 (-0.62%)

USD 1.22B
FNDX Schwab Fundamental U.S. L.. 1.29 % 0.25 %

-0.34 (-0.86%)

USD 5.20B
USDY Pacific Global US Equity .. 1.28 % 0.00 %

-0.24 (-0.88%)

USD 0.03B
VTHR Vanguard Russell 3000 Ind.. 1.27 % 0.15 %

-0.87 (-0.63%)

USD 0.47B
XUU:CA iShares Core S&P U.S. Tot.. 1.26 % 0.07 %

-0.26 (-0.87%)

CAD 1.50B
VTI Vanguard Total Stock Mark.. 1.25 % 0.03 %

-1.01 (-0.66%)

USD 118.45B
XUH:CA iShares Core S&P U.S. Tot.. 1.25 % 0.07 %

-0.13 (-0.48%)

CAD 0.08B
SFY SoFi Select 500 1.23 % 0.00 %

-0.04 (-0.43%)

USD 0.05B
SCHB Schwab U.S. Broad Market 1.23 % 0.03 %

-0.44 (-0.61%)

USD 15.66B
ITOT iShares Core S&P Total U... 1.23 % 0.03 %

-0.48 (-0.71%)

USD 21.46B
IWV iShares Russell 3000 1.23 % 0.20 %

-1.15 (-0.65%)

USD 9.52B
FNDB Schwab Fundamental U.S. B.. 1.19 % 0.25 %

-0.31 (-0.79%)

USD 0.28B
TILT FlexShares Mornigstar US .. 1.15 % 0.25 %

N/A

USD 1.24B
GSLC Goldman Sachs ActiveBeta .. 1.14 % 0.09 %

-0.31 (-0.51%)

USD 5.31B
MULC:CA Manulife Multifactor U.S... 1.05 % 0.45 %

N/A

CAD 9.18M
MULC.B:CA Manulife Multifactor U.S... 1.05 % 0.39 %

N/A

CAD 0.13B
JHML John Hancock Multifactor .. 1.04 % 0.34 %

-0.26 (-0.67%)

USD 0.92B
TOK iShares MSCI Kokusai 0.96 % 0.25 %

-0.25 (-0.36%)

USD 0.14B
XWD:CA iShares MSCI World Index .. 0.93 % 0.47 %

-0.33 (-0.63%)

CAD 0.72B
PHDG Invesco S&P 500 Downside .. 0.90 % 0.38 %

-0.12 (-0.43%)

USD 0.04B
URTH Ishares MSCI World Index .. 0.88 % 0.24 %

-0.33 (-0.36%)

USD 0.64B
XMX WisdomTree Global ex-Mexi.. 0.80 % 0.26 %

-0.13 (-0.43%)

USD 3.00M
CRBN iShares MSCI ACWI Low Car.. 0.78 % 0.20 %

-0.52 (-0.43%)

USD 0.47B
LOWC SPDR MSCI ACWI Low Carbon.. 0.78 % 0.20 %

-0.37 (-0.39%)

USD 0.07B
ACWI iShares MSCI ACWI Index F.. 0.78 % 0.31 %

-0.33 (-0.44%)

USD 10.91B
ACIM SPDR MSCI ACWI IMI 0.77 % 0.25 %

-0.42 (-0.52%)

USD 0.19B
XAW:CA iShares Core MSCI All Cou.. 0.73 % 0.22 %

-0.17 (-0.65%)

CAD 1.04B
VT Vanguard Total World Stoc.. 0.70 % 0.09 %

-0.36 (-0.47%)

USD 12.59B
AOA iShares Core Aggressive A.. 0.57 % 0.18 %

-0.22 (-0.40%)

USD 0.95B
AOR iShares Core Growth Alloc.. 0.42 % 0.18 %

-0.09 (-0.20%)

USD 1.32B
UYG ProShares Ultra Financial.. 0.00 % 0.95 %

-0.64 (-1.37%)

USD 0.80B

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 16.77% 80% B- 65% D
Dividend Return 2.46% 38% F 60% D-
Total Return 19.23% 79% C+ 66% D
Trailing 12 Months  
Capital Gain 3.16% 78% C+ 63% D
Dividend Return 2.90% 26% F 49% F
Total Return 6.05% 61% D- 60% D-
Trailing 5 Years  
Capital Gain 97.01% 96% A 91% A-
Dividend Return 18.73% 50% F 61% D-
Total Return 115.74% 97% A+ 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 16.90% 93% A 90% A-
Dividend Return 19.63% 95% A 91% A-
Total Return 2.73% 34% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 18.80% 40% F 37% F
Risk Adjusted Return 104.41% 79% C+ 88% 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 12.26 42% F 52% F
Price/Book Ratio 1.62 28% F 44% F
Price / Cash Flow Ratio 5.05 8% F 24% F
Price/Free Cash Flow Ratio 7.74 47% F 59% F
Management Effectiveness  
Return on Equity 12.76% 79% C+ 70% C-
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.25% 70% C- 39% F
Debt to Equity Ratio 145.75% 32% 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