JP Morgan Stock Performance

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JPM -- USA Stock  

 Earnings Call  This Week

The company owns a Beta (Systematic Risk) of 1.4483, which attests to somewhat significant risk relative to the market. Let's try to break down what JP Morgan's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, JP Morgan will likely underperform. Even though it is essential to pay attention to JP Morgan Chase existing price patterns, it is always good to be careful when utilizing equity price patterns. Our way in which we are determining any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. JP Morgan exposes twenty-eight different technical indicators, which can help you to evaluate its performance. JP Morgan Chase has an expected return of -0.0639%. Please be advised to check out JP Morgan Chase maximum drawdown, and the relationship between the information ratio and expected short fall to decide if JP Morgan Chase stock performance from the past will be repeated sooner or later.

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JP Morgan Risk-Adjusted Performance

Over the last 30 days JP Morgan Chase has generated negative risk-adjusted returns adding no value to investors with long positions. Even with considerably steady technical indicators, JP Morgan is not utilizing all of its potentials. The current stock price chaos, may contribute to medium term losses for the stakeholders.
Fifty Two Week Low76.91
Target High Price144.00
Payout Ratio39.55%
Fifty Two Week High141.10
Target Low Price77.00
Trailing Annual Dividend Yield3.75%

JP Morgan Relative Risk vs. Return Landscape

If you would invest  9,819  in JP Morgan Chase on June 10, 2020 and sell it today you would lose (691.00)  from holding JP Morgan Chase or give up 7.04% of portfolio value over 30 days. JP Morgan Chase is generating negative expected returns assuming volatility of 3.2528% on return distribution over 30 days investment horizon. In other words, 28% 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 the 30-days investment horizon, JP Morgan is expected to under-perform the market. In addition to that, the company is 1.77 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 0.09 per unit of volatility.

JP Morgan Market Risk Analysis

Sharpe Ratio = -0.0197
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JP Morgan Stock Performance Indicators

Estimated Market Risk
 3.25
  actual daily
 
 28 %
of total potential
 
2828
Expected Return
 -0.06
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.02
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 0 %
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Based on monthly moving average JP Morgan is performing at about 0% 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 generates a 15% return over the last few months, but what if the market is generating 25% 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 M-186.8 M
Return on Average Assets 0.013  0.0118 
Return on Average Equity 0.13  0.12 
Return on Invested Capital 0.0161  0.0148 
Return on Sales 0.37  0.36 
JPMorgan Chase Co. operates as a financial services company worldwide. It operates in four segments Consumer Community Banking , Corporate Investment Bank , Commercial Banking , and Asset Wealth Management . The CCB segment offers deposit and investment products and services to consumers lending, deposit, and cash management and payment solutions to small businesses mortgage origination and servicing activities residential mortgages and home equity loans and credit card, payment processing, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication cash management and liquidity solutions and cash securities and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to small business, large and midsized corporations, local governments, and nonprofit clients and commercial real estate banking services to investors, developers, and owners of multifamily, as well as to office, retail, industrial, and affordable housing properties. The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes multi-asset investment management services retirement products and services and brokerage and banking services. The company also provides ATM, online and mobile, and telephone banking services. The company was founded in 1799 and is headquartered in New York, New York.

JP Morgan Alerts

Equity Alerts and Improvement Suggestions

JP Morgan Chase generates negative expected return over the last 30 days
JP Morgan Chase has high historical volatility and very poor performance
JP Morgan Chase has high likelihood to experience some financial distress in the next 2 years
JP MORGAN CHASE C has about 1140 B in cash with (33.85 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 374.61.
Over 76.0% of the company shares are owned by institutional investors
On 2nd of July 2020 JP Morgan paid $ 0.9 per share dividend to its current shareholders

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
Check Dividends  
Please see Risk vs Return Analysis. Please also try Price Transformation module to use price transformation models to analyze depth of different equity instruments across global markets.
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