JP Morgan Stock Performance

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JPM -- USA Stock  

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JP Morgan has performance score of 1 on a scale of 0 to 100. The company owns a Beta (Systematic Risk) of -0.5923, which attests that as returns on market increase, returns on owning JP Morgan are expected to decrease at a much smaller rate. During bear market, JP Morgan is likely to outperform the market. Although it is extremely important to respect JP Morgan Chase existing price patterns, it is better to be realistic regarding the information on equity price patterns. The way in which we are determining future performance of any stock is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting JP Morgan Chase technical indicators you can at this moment evaluate if the expected return of 0.1023% will be sustainable into the future. JP Morgan Chase today owns a risk of 5.69%. Please check out JP Morgan Chase Standard Deviation as well as the relationship between Maximum Drawdown and Expected Short fall to decide if JP Morgan Chase will be following its current price history.

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JP Morgan Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in JP Morgan Chase are ranked lower than 1 (%) of all global equities and portfolios over the last 30 days. Even with considerably weak technical indicators, JP Morgan may actually be approaching a critical reversion point that can send shares even higher in July 2020.
Fifty Two Week Low76.91
Target High Price144.00
Payout Ratio39.55%
Fifty Two Week High141.10
Target Low Price77.00
Trailing Annual Dividend Yield3.83%

JP Morgan Relative Risk vs. Return Landscape

If you would invest  10,808  in JP Morgan Chase on May 5, 2020 and sell it today you would lose (381.00)  from holding JP Morgan Chase or give up 3.53% of portfolio value over 30 days. JP Morgan Chase is generating 0.1023% of daily returns assuming volatility of 5.6913% on return distribution over 30 days investment horizon. In other words, 50% of equities are less volatile than the company and above 99% of equities are expected to generate higher returns over the next 30 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering 30-days investment horizon, JP Morgan is expected to generate 1.01 times less return on investment than the market. In addition to that, the company is 1.43 times more volatile than its market benchmark. It trades about 0.02 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of volatility.

JP Morgan Market Risk Analysis

Sharpe Ratio = 0.018
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JP Morgan Stock Performance Indicators

Estimated Market Risk
 5.69
  actual daily
 
 50 %
of total potential
 
5050
Expected Return
 0.1
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 1 %
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Risk-Adjusted Return
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 1 %
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Based on monthly moving average JP Morgan is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JP Morgan by adding it to a well-diversified portfolio.

About JP Morgan Performance

To evaluate JP Morgan Chase Stock as a possible investment, you need to clearly understand its upside, downside potential, and overall future performance outlook. You may be satisfied when JP Morgan is generating a 10% return over the last few months, but what if the market is generating 20% over the same period? In this case, it makes sense to compare JP Morgan's stock performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand JP Morgan Chase stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents JP Morgan's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2020
Effect of Exchange Rate Changes on Cash(182,000,000) (186,789,474) 
Return on Average Assets 0.013  0.0001 
Return on Average Equity 0.13  0.0012 
Return on Invested Capital 0.0161  0.014842 
Return on Sales 0.37  0.36 
JPMorgan Chase Co. operates as a financial services company worldwide. The company was founded in 1799 and is headquartered in New York, New York. JP Morgan operates under BanksDiversified classification in USA and is traded on BATS Exchange. It employs 256720 people.

JP Morgan Alerts

Equity Alerts and Improvement Suggestions

JP Morgan Chase has very high historical volatility over the last 30 days
JP MORGAN CHASE C has about 962.84 B in cash with (76.62 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 307.03.
Over 76.0% of the company shares are owned by institutional investors
Latest headline from MacroaxisInsider: Exercise or conversion by Bradley John F of 22200 shares of JP Morgan subject to Rule 16b-3

JP Morgan Dividends

JP Morgan Chase Dividends Analysis

Check JP Morgan Chase dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
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Please see Risk vs Return Analysis. Please also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
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Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page