JPM:NYE-JP Morgan Chase & Co.

EQUITY | Banks | New York Stock Exchange

Last Closing Price

USD 117.31

Change

+2.33 (+2.03)%

Market Cap

USD 401.82B

Volume

0.01B

Yahoo Analyst Target

USD 118.96 (1.41%)

STA Analyst Target

USD 108.67 (-7.37%)
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: 2018-02-23 )

Largest Industry Peers for Banks

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

+0.34 (+1.07%)

USD 329.50B
WFC Wells Fargo & Company

+0.36 (+0.61%)

USD 289.44B
HSBC HSBC Holdings plc.

+0.19 (+0.37%)

USD 204.88B
C Citigroup Inc.

+0.81 (+1.06%)

USD 198.08B
ASB.P.D Associated Banc-Corp Depositar..

+0.10 (+0.41%)

USD 148.14B
FRC.P.D First Republic Bank San Franci..

+0.09 (+0.36%)

USD 131.65B
RY Royal Bank Of Canada

+0.77 (+0.96%)

USD 117.40B
SAN Banco Santander S.A. Sponsored..

+0.08 (+1.15%)

USD 113.44B
TD Toronto Dominion Bank (The)

+0.82 (+1.42%)

USD 107.71B
ITUB Itau Unibanco Banco Holding SA..

+0.16 (+0.99%)

USD 105.70B

ETFs Containing JPM

IYG iShares U.S. Financial Se.. 12.09 % 0.44 %

+2.14 (+1.57%)

USD 1.75B
XLF SPDR Select Sector Fund -.. 11.15 % 0.14 %

+0.43 (+1.50%)

USD 33.28B
FNCL Fidelity MSCI Financials .. 9.45 % 0.08 %

+0.57 (+1.36%)

USD 1.56B
VFH Vanguard Financials 9.44 % 0.10 %

+1.03 (+1.44%)

USD 8.03B
FINU ProShares UltraPro Financ.. 9.18 % 0.95 %

+4.46 (+4.02%)

USD 0.06B
FTXO First Trust Nasdaq Bank E.. 8.14 % 0.60 %

+0.52 (+1.67%)

USD 1.38B
KBWB PowerShares KBW Bank Port.. 8.03 % 0.35 %

+0.93 (+1.60%)

USD 1.26B
RWW Oppenheimer Financials Se.. 7.59 % 0.49 %

+0.84 (+1.21%)

USD 0.04B
RWW Oppenheimer Financials Se.. 7.59 % 0.49 %

+0.84 (+1.21%)

USD 0.04B
IYF iShares U.S. Financial 7.28 % 0.44 %

+1.82 (+1.51%)

USD 2.26B
SPMO PowerShares S&P 500 Momen.. 6.29 % 0.25 %

+0.15 (+0.41%)

USD 0.01B
JKF iShares Morningstar Large.. 5.93 % 0.25 %

+1.36 (+1.30%)

USD 0.39B
UYG ProShares Ultra Financial.. 5.71 % 0.95 %

+3.87 (+3.02%)

USD 0.98B
MTUM iShares Edge MSCI USA Mom.. 5.22 % 0.15 %

N/A

USD 3.60B
IXG iShares Global Financial 5.01 % 0.48 %

+0.74 (+1.03%)

USD 0.65B
SYV SPDR MFS Systematic Value.. 4.93 % 0.60 %

+0.72 (+1.10%)

USD 0.01B
DFNL Davis Select Financial ET.. 4.81 % 0.65 %

+0.33 (+1.35%)

N/A
DUSA Davis Select U.S. Equity .. 4.80 % 0.60 %

+0.37 (+1.54%)

N/A
FAS Direxion Financial Bull 3.. 4.72 % 0.95 %

+3.12 (+4.53%)

USD 2.76B
HBF:CA Brand Leaders Plus Income.. 4.64 % 1.58 %

+0.12 (+1.28%)

CAD 0.07B
IWX iShares Russell Top 200 V.. 4.46 % 0.20 %

+0.59 (+1.14%)

USD 0.30B
JHMF John Hancock Multifactor .. 4.27 % 0.50 %

+0.30 (+0.81%)

USD 0.05B
QDYN FlexShares Quality Dynami.. 4.13 % 0.37 %

+0.06 (+0.14%)

USD 0.06B
SPVU PowerShares S&P 500 Enhan.. 4.01 % 0.25 %

+0.17 (+0.47%)

USD 0.02B
SYE SPDR MFS Systematic Core .. 3.95 % 0.60 %

+0.71 (+0.95%)

USD 0.02B
VYM Vanguard High Dividend Yi.. 3.78 % 0.08 %

+1.39 (+1.64%)

USD 21.17B
PWV PowerShares Dynamic Large.. 3.77 % 0.56 %

+0.58 (+1.54%)

USD 1.47B
MGV Vanguard Mega Cap Value 3.62 % 0.07 %

+1.20 (+1.58%)

USD 1.94B
EZY EZY 3.60 % 0.38 %

N/A

USD 0.04B
SPYV SPDR Series Trust Portfol.. 3.46 % 0.15 %

+0.49 (+1.62%)

USD 1.24B
IVE iShares S&P 500 Value 3.46 % 0.18 %

+1.76 (+1.57%)

USD 15.16B
VOOV Vanguard S&P 500 Value 3.45 % 0.15 %

+1.59 (+1.47%)

USD 0.83B
XLG Guggenheim S&P 500 Top 50 3.40 % 0.20 %

+2.89 (+1.49%)

USD 0.77B
ESG FlexShares STOXX US ESG I.. 3.25 % 0.32 %

+0.65 (+1.00%)

USD 0.02B
IUSV iShares Core S&P U.S. Val.. 3.21 % 0.06 %

+0.80 (+1.47%)

USD 3.32B
FDVV Fidelity High Dividend 3.17 % 0.29 %

+0.43 (+1.49%)

USD 0.11B
IOO iShares Global 100 3.16 % 0.40 %

+1.30 (+1.39%)

USD 1.86B
PFI PowerShares DWA Financial.. 3.15 % 0.60 %

+0.56 (+1.60%)

USD 0.07B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

N/A

CAD 7.25M
DWLD Davis Select Worldwide ET.. 3.08 % 0.65 %

+0.46 (+1.72%)

N/A
VONV Vanguard Russell 1000 Val.. 3.06 % 0.12 %

+1.64 (+1.53%)

USD 1.34B
IWD iShares Russell 1000 Valu.. 3.06 % 0.20 %

+1.94 (+1.58%)

USD 37.27B
DGRO iShares Core Dividend Gro.. 3.05 % 0.09 %

+0.48 (+1.37%)

USD 3.15B
VTV Vanguard Value 3.04 % 0.06 %

+1.62 (+1.53%)

USD 37.16B
SCHV Schwab U.S. Large-Cap Val.. 2.97 % 0.05 %

+0.87 (+1.60%)

USD 4.18B
HAZ:CA Horizons Active Global Di.. 2.90 % 0.92 %

+0.23 (+1.10%)

CAD 0.23B
HAU:CA Horizons Active US Divide.. 2.87 % 0.79 %

+0.01 (+0.08%)

CAD 7.82M
FTLB First Trust Hedged BuyWri.. 2.67 % 0.85 %

N/A

USD 8.88M
FTHI First Trust BuyWrite Inco.. 2.63 % 0.85 %

+0.18 (+0.80%)

USD 0.06B
OEF iShares S&P 100 2.62 % 0.20 %

+1.90 (+1.58%)

USD 5.24B
ZVU:CA BMO MSCI USA Value Index .. 2.61 % 0.00 %

N/A

CAD 8.79M
VLUE iShares Edge MSCI USA Val.. 2.60 % 0.15 %

N/A

USD 2.42B
FDRR Fidelity Dividend ETF for.. 2.47 % 0.29 %

+0.46 (+1.49%)

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

N/A

CAD 3.35M
EPS WisdomTree U.S. Earnings .. 2.46 % 0.28 %

+0.49 (+1.57%)

USD 0.18B
PXLV PowerShares Russell Top 2.. 2.41 % 0.39 %

+0.62 (+1.62%)

USD 0.10B
ESGG FlexShares STOXX Global E.. 2.31 % 0.42 %

+1.13 (+1.17%)

USD 0.06B
SPXT ProShares S&P 500 Ex-Tech.. 2.25 % 0.27 %

+0.03 (+0.05%)

USD 2.63M
CCOR Cambria Core Equity 2.23 % 0.00 %

-0.01 (-0.04%)

N/A
GVIP Goldman Sachs Hedge Indus.. 2.21 % 0.45 %

+0.91 (+1.67%)

USD 0.08B
EXT WisdomTree U.S. Total Ear.. 2.15 % 0.28 %

+0.27 (+0.85%)

USD 0.07B
FVAL Fidelity Value Factor 2.12 % 0.29 %

+0.51 (+1.55%)

USD 0.08B
FDMO Fidelity Momentum Factor 2.11 % 0.29 %

+0.45 (+1.41%)

USD 0.07B
CLU:CA iShares US Fundamental In.. 2.10 % 0.72 %

N/A

CAD 0.16B
CLU.C:CA iShares US Fundamental In.. 2.10 % 0.74 %

N/A

CAD 0.12B
IWL iShares Russell Top 200 2.06 % 0.15 %

+0.95 (+1.52%)

USD 0.16B
PRF Powershares FTSE RAFI US .. 2.05 % 0.39 %

+1.76 (+1.56%)

USD 5.35B
DLN WisdomTree U.S. LargeCap .. 2.01 % 0.28 %

+1.44 (+1.59%)

USD 2.04B
FTLS First Trust Long/Short Eq.. 1.99 % 0.95 %

+0.27 (+0.68%)

USD 0.15B
RALS ProShares RAFI Long Short 1.96 % 0.95 %

-0.02 (-0.04%)

USD 0.01B
MGC Vanguard Mega Cap 1.93 % 0.07 %

+1.54 (+1.65%)

USD 1.43B
RFFC RiverFront Dynamic US Fle.. 1.93 % 0.52 %

+0.55 (+1.68%)

USD 0.05B
SPXV ProShares S&P 500 Ex-Heal.. 1.93 % 0.27 %

N/A

USD 1.43M
RFDA RiverFront Dynamic US Div.. 1.92 % 0.52 %

+0.46 (+1.45%)

USD 0.08B
VLU SPDR S&P 1500 Value Tilt 1.91 % 0.12 %

N/A

USD 0.02B
RUE:CA RBC Quant U.S. Equity Lea.. 1.85 % 0.44 %

N/A

CAD 0.03B
RUE.U:CA RBC Quant U.S. Equity Lea.. 1.85 % 0.44 %

N/A

CAD 2.11M
MMTM SPDR S&P 1500 Momentum Ti.. 1.78 % 0.12 %

+0.37 (+0.31%)

USD 0.02B
SPXE ProShares S&P 500 Ex-Ener.. 1.76 % 0.27 %

N/A

USD 7.16M
SPYX SPDR S&P 500 Fossil Fuel .. 1.75 % 0.20 %

+0.86 (+1.30%)

USD 0.26B
DHVW Diamond Hill Valuation-We.. 1.73 % 0.10 %

+0.42 (+1.31%)

USD 0.02B
DTD WisdomTree U.S. Total Div.. 1.71 % 0.28 %

+1.32 (+1.45%)

USD 0.62B
QUU:CA Mackenzie US Large Cap Eq.. 1.69 % 0.00 %

+1.09 (+1.11%)

CAD 4.98M
PBP PowerShares S&P 500 BuyWr.. 1.69 % 0.75 %

+0.26 (+1.23%)

USD 0.32B
ZSP:CA BMO S&P 500 Index ETF 1.67 % 0.10 %

+0.44 (+1.15%)

CAD 4.40B
ZSP.U:CA BMO S&P 500 Index ETF 1.67 % 0.11 %

+0.48 (+1.61%)

CAD 0.27B
ESGU iShares MSCI USA ESG Opti.. 1.67 % 0.27 %

+0.31 (+0.53%)

USD 0.05B
SPY SPDR S&P 500 1.66 % 0.09 %

+4.31 (+1.59%)

USD 274.79B
CATH Global X S&P 500 Catholic.. 1.66 % 0.29 %

+0.29 (+0.87%)

N/A
IVV iShares Core S&P 500 1.66 % 0.05 %

+4.35 (+1.60%)

USD 155.30B
VOO Vanguard S&P 500 1.66 % 0.04 %

+4.08 (+1.64%)

USD 79.72B
HSPX Horizons ETF Trust I S&P .. 1.64 % 0.65 %

+0.52 (+1.05%)

USD 0.03B
DMRL DeltaShares S&P 500 Manag.. 1.63 % 0.00 %

N/A

USD 0.42B
VV Vanguard Large-Cap 1.61 % 0.06 %

+2.02 (+1.63%)

USD 12.03B
SPLG SPDR Series Trust Portfol.. 1.55 % 0.10 %

+0.51 (+1.61%)

USD 1.07B
TPU:CA TD S&P 500 Index ETF 1.54 % 0.11 %

+0.09 (+0.46%)

CAD 0.02B
SCHX Schwab U.S. Large-Cap 1.53 % 0.03 %

+1.03 (+1.59%)

USD 12.14B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

N/A

USD 5.21M
VONE Vanguard Russell 1000 ETF 1.49 % 0.12 %

+1.84 (+1.48%)

USD 0.83B
IWB iShares Russell 1000 1.49 % 0.15 %

+2.36 (+1.57%)

USD 20.23B
SCHK Schwab 1000 Index 1.49 % 0.00 %

+0.45 (+1.70%)

USD 0.34B
VTI Vanguard Total Stock Mark.. 1.48 % 0.04 %

+2.15 (+1.55%)

USD 90.35B
TILT FlexShares Mornigstar US .. 1.45 % 0.25 %

+1.31 (+1.17%)

USD 1.25B
IYY iShares Dow Jones U.S. 1.45 % 0.20 %

+1.95 (+1.44%)

USD 1.18B
SPTM SPDR Portfolio Total Stoc.. 1.43 % 0.10 %

+0.54 (+1.61%)

USD 1.46B
GSLC Goldman Sachs ActiveBeta .. 1.43 % 0.09 %

+0.88 (+1.62%)

USD 2.89B
GHS REX Gold Hedged S&P 500 1.41 % 0.48 %

+0.26 (+0.77%)

N/A
ONEK SPDR Russell 1000 1.41 % 0.10 %

N/A

USD 0.16B
VTHR Vanguard Russell 3000 ETF 1.38 % 0.15 %

+1.65 (+1.33%)

USD 0.36B
IWV iShares Russell 3000 1.38 % 0.20 %

+2.54 (+1.59%)

USD 8.47B
SCHB Schwab U.S. Broad Market 1.38 % 0.03 %

+1.03 (+1.58%)

USD 11.84B
ITOT iShares Core S&P Total U... 1.37 % 0.03 %

+0.94 (+1.52%)

USD 13.28B
PHDG PowerShares S&P 500 Downs.. 1.34 % 0.39 %

-0.14 (-0.47%)

USD 0.02B
FNDX Schwab Fundamental U.S. L.. 1.31 % 0.32 %

+0.56 (+1.51%)

USD 4.05B
THRK SPDR Russell 3000 1.29 % 0.10 %

N/A

USD 0.52B
JHML John Hancock Multifactor .. 1.21 % 0.35 %

+0.39 (+1.11%)

N/A
FNDB Schwab Fundamental U.S. B.. 1.20 % 0.32 %

+0.44 (+1.19%)

USD 0.26B
MULC:CA Manulife Multifactor U.S... 1.19 % 0.00 %

N/A

CAD 4.30M
MULC.B:CA Manulife Multifactor U.S... 1.19 % 0.00 %

N/A

CAD 0.13B
ROUS Hartford Multifactor U.S... 1.14 % 0.31 %

+0.42 (+1.33%)

USD 0.04B
TOK iShares MSCI Kokusai 1.05 % 0.25 %

+0.61 (+0.92%)

USD 0.31B
URTH Ishares MSCI World Index .. 0.95 % 0.24 %

+1.25 (+1.41%)

USD 0.60B
CRBN iShares MSCI ACWI Low Car.. 0.89 % 0.20 %

+1.57 (+1.32%)

USD 0.53B
ACIM SPDR MSCI ACWI IMI 0.87 % 0.25 %

+0.82 (+1.04%)

USD 0.10B
LOWC SPDR MSCI ACWI Low Carbon.. 0.86 % 0.20 %

+0.56 (+0.61%)

USD 0.16B
ACWI iShares MSCI ACWI Index F.. 0.84 % 0.32 %

+0.91 (+1.25%)

USD 8.88B
XMX WisdomTree Global ex-Mexi.. 0.83 % 0.30 %

N/A

USD 0.13B
VT Vanguard Total World Stoc.. 0.71 % 0.10 %

+1.01 (+1.35%)

USD 12.00B
PYF:CA Purpose Premium Yield Fun.. 0.00 % 0.71 %

+0.04 (+0.21%)

CAD 0.08B

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 9.70% 86% B 91% A-
Dividend Return 0.52% 23% F 33% F
Total Return 10.22% 86% B 91% A-
Trailing 12 Months  
Capital Gain 28.73% 88% B+ 87% B+
Dividend Return 2.33% 23% F 37% F
Total Return 31.05% 87% B+ 87% B+
Trailing 5 Years  
Capital Gain 139.85% 85% B 91% A-
Dividend Return 17.87% 43% F 55% F
Total Return 157.72% 86% B 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 16.85% 85% B 87% B+
Dividend Return 19.71% 87% B+ 88% B+
Total Return 2.86% 34% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 17.24% 45% F 44% F
Risk Adjusted Return 114.34% 72% C- 85% 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 34% F 45% F
Price/Book Ratio 1.73 29% F 55% F
Price / Cash Flow Ratio 4.83 13% F 22% F
Price/Free Cash Flow Ratio -25.95 93% A 90% A-
Management Effectiveness  
Return on Equity 9.51% 62% D- 56% F
Return on Invested Capital 6.33% 48% F 43% F
Return on Assets 0.96% 52% F 32% F
Debt to Equity Ratio 146.25% 30% 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.

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.

Positive cash flow

The company had positive total 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.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

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 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 117.31

Change

+2.33 (+2.03)%

Market Cap

USD 401.82B

Volume

0.01B

Yahoo Analyst Target

USD 118.96 (1.41%)

STA Analyst Target

USD 108.67 (-7.37%)
Yahoo Analyst Rating

Verdict

STA Analyst Rating

Verdict

STA Verdict

Verdict

Values as of: 2018-02-23