JPMorgan Chase Shares Owned by Insiders vs. Market Capitalization

JPM Stock  USD 200.30  0.78  0.39%   
Based on the measurements of profitability obtained from JPMorgan Chase's financial statements, JPMorgan Chase's profitability may be sliding down. It has an above-average probability of reporting lower numbers next quarter. Profitability indicators assess JPMorgan Chase's ability to earn profits and add value for shareholders. As of the 29th of March 2024, Price To Sales Ratio is likely to drop to 1.79. In addition to that, Operating Cash Flow Sales Ratio is likely to drop to 0.07. At this time, JPMorgan Chase's Change To Netincome is very stable compared to the past year.
Current ValueLast YearChange From Last Year 10 Year Trend
Operating Profit Margin0.720.3976
Way Up
Pretty Stable
For JPMorgan Chase profitability analysis, we use financial ratios and fundamental drivers that measure the ability of JPMorgan Chase to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well JPMorgan Chase Co utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between JPMorgan Chase's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of JPMorgan Chase Co over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Is JPMorgan Chase's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JPMorgan Chase. If investors know JPMorgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JPMorgan Chase listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.15)
Dividend Share
4.1
Earnings Share
16.22
Revenue Per Share
49.687
Quarterly Revenue Growth
0.111
The market value of JPMorgan Chase is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Chase's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Chase's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Chase's market value can be influenced by many factors that don't directly affect JPMorgan Chase's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

JPMorgan Chase Market Capitalization vs. Shares Owned by Insiders Fundamental Analysis

JPMorgan Market Capitalization vs. Shares Owned by Insiders

JPMorgan Chase

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Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.

JPMorgan Chase

Market Cap

 = 

Shares Outstanding

X

Share Price

 = 
576.94 B
In most publications or references market cap is broken down into the mega-cap, large-cap, mid-cap, small-cap, micro-cap, and nano-cap. Market Cap is a measurement of business as total market value of all of the outstanding shares at a given time, and can be used to compare different companies based on their size.

JPMorgan Market Capitalization vs Competition

JPMorgan Chase Co is currently regarded as number one stock in market capitalization category among related companies. Market capitalization of Financials industry is currently estimated at about 1.7 Trillion. JPMorgan Chase totals roughly 576.94 Billion in market capitalization claiming about 34% of equities under Financials industry.
Capitalization  Valuation  Revenue  Workforce  Total debt

Use JPMorgan Chase in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if JPMorgan Chase position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in JPMorgan Chase will appreciate offsetting losses from the drop in the long position's value.

JPMorgan Chase Pair Trading

JPMorgan Chase Co Pair Trading Analysis

The ability to find closely correlated positions to JPMorgan Chase could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace JPMorgan Chase when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back JPMorgan Chase - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling JPMorgan Chase Co to buy it.
The correlation of JPMorgan Chase is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as JPMorgan Chase moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if JPMorgan Chase moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for JPMorgan Chase can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your JPMorgan Chase position

In addition to having JPMorgan Chase in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Convertibles Funds Thematic Idea Now

Convertibles Funds
Convertibles Funds Theme
Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. The Convertibles Funds theme has 12 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Convertibles Funds Theme or any other thematic opportunities.
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When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:

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When running JPMorgan Chase's price analysis, check to measure JPMorgan Chase's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.
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To fully project JPMorgan Chase's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of JPMorgan Chase at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include JPMorgan Chase's income statement, its balance sheet, and the statement of cash flows.
Potential JPMorgan Chase investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although JPMorgan Chase investors may work on each financial statement separately, they are all related. The changes in JPMorgan Chase's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on JPMorgan Chase's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.