Jpmorgan Chase Co Stock Analysis
JPM Stock | USD 193.49 0.12 0.06% |
JPMorgan Chase Co is undervalued with Real Value of 219.99 and Target Price of 161.22. The main objective of JPMorgan Chase stock analysis is to determine its intrinsic value, which is an estimate of what JPMorgan Chase Co is worth, separate from its market price. There are two main types of JPMorgan Chase's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect JPMorgan Chase's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of JPMorgan Chase's stock to identify patterns and trends that may indicate its future price movements.
The JPMorgan Chase stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. JPMorgan Chase is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. JPMorgan Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and JPMorgan Chase's ongoing operational relationships across important fundamental and technical indicators.
JPMorgan |
JPMorgan Stock Analysis Notes
About 73.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.75. Some equities with similar Price to Book (P/B) outperform the market in the long run. JPMorgan Chase recorded earning per share (EPS) of 16.57. The entity last dividend was issued on the 4th of April 2024. The firm had 3:2 split on the 12th of June 2000. JPMorgan Chase Co. operates as a financial services company worldwide. JPMorgan Chase Co. was founded in 1799 and is headquartered in New York, New York. JP Morgan operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 288474 people. To learn more about JPMorgan Chase Co call Mary Erdoes at 212 270 6000 or check out https://www.jpmorganchase.com.JPMorgan Chase Quarterly Total Revenue |
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JPMorgan Chase Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. JPMorgan Chase's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding JPMorgan Chase Co or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
About 73.0% of the company shares are owned by institutional investors | |
Latest headline from nypost.com: San Franciscos real estate market is crashing |
JPMorgan Chase Upcoming and Recent Events
Earnings reports are used by JPMorgan Chase to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to JPMorgan Chase previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
12th of April 2024 Upcoming Quarterly Report | View | |
12th of July 2024 Next Financial Report | View | |
31st of March 2024 Next Fiscal Quarter End | View | |
10th of January 2025 Next Fiscal Year End | View | |
31st of December 2023 Last Quarter Report | View | |
31st of December 2023 Last Financial Announcement | View |
JPMorgan Largest EPS Surprises
Earnings surprises can significantly impact JPMorgan Chase's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2003-01-22 | 2002-12-31 | -0.09 | -0.07 | 0.02 | 22 | ||
2002-07-17 | 2002-06-30 | 0.65 | 0.58 | -0.07 | 10 | ||
2009-04-16 | 2009-03-31 | 0.32 | 0.4 | 0.08 | 25 |
JPMorgan Chase Thematic Classifications
In addition to having JPMorgan Chase stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
MomentumMacroaxis long run momentum stocks | ||
BlockchainCross-industry collection of firms that are adopting blockchain technology | ||
Baby Boomer ProspectsMega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force | ||
FinTechA collection of large financial service, investment, and banking companies |
JPMorgan Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as JPMorgan Chase is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading JPMorgan Chase Co backward and forwards among themselves. JPMorgan Chase's institutional investor refers to the entity that pools money to purchase JPMorgan Chase's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Capital World Investors | 2023-12-31 | 34.3 M | T. Rowe Price Associates, Inc. | 2023-12-31 | 32.1 M | Northern Trust Corp | 2023-12-31 | 32 M | Massachusetts Financial Services Company | 2023-12-31 | 29.5 M | Bank Of New York Mellon Corp | 2023-12-31 | 28.8 M | Wells Fargo & Co | 2023-12-31 | 25 M | Ameriprise Financial Inc | 2023-12-31 | 23.7 M | Legal & General Group Plc | 2023-12-31 | 23.4 M | Royal Bank Of Canada | 2023-12-31 | 23.2 M | Vanguard Group Inc | 2023-12-31 | 272.4 M | Blackrock Inc | 2023-12-31 | 191.8 M |
JPMorgan Market Capitalization
The company currently falls under 'Mega-Cap' category with a total capitalization of 554.54 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate JPMorgan Chase's market, we take the total number of its shares issued and multiply it by JPMorgan Chase's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.JPMorgan Profitablity
JPMorgan Chase's profitability indicators refer to fundamental financial ratios that showcase JPMorgan Chase's ability to generate income relative to its revenue or operating costs. If, let's say, JPMorgan Chase is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, JPMorgan Chase's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of JPMorgan Chase's profitability requires more research than a typical breakdown of JPMorgan Chase's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.34 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.43 %, which entails that for every 100 dollars of revenue, it generated $0.43 of operating income. Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.01 | 0.01 | |
Return On Capital Employed | 0.02 | 0.02 | |
Return On Assets | 0.01 | 0.01 | |
Return On Equity | 0.15 | 0.08 |
Management Efficiency
JPMorgan Chase has Return on Asset of 0.0129 % which means that on every $100 spent on assets, it made $0.0129 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1574 %, implying that it generated $0.1574 on every 100 dollars invested. JPMorgan Chase's management efficiency ratios could be used to measure how well JPMorgan Chase manages its routine affairs as well as how well it operates its assets and liabilities. At this time, JPMorgan Chase's Return On Tangible Assets are very stable compared to the past year. As of the 26th of April 2024, Return On Assets is likely to grow to 0.01, while Return On Capital Employed is likely to drop 0.02. At this time, JPMorgan Chase's Return On Assets are very stable compared to the past year. As of the 26th of April 2024, Asset Turnover is likely to grow to 0.05, while Non Currrent Assets Other are likely to drop (99.3 B).Last Reported | Projected for Next Year | ||
Book Value Per Share | 111.58 | 117.16 | |
Net Current Asset Value | 0.00 | 0.00 | |
Tangible Asset Value | 0.00 | 0.00 | |
Tangible Book Value Per Share | 89.67 | 94.15 | |
Enterprise Value Over EBITDA | (174.24) | (165.53) | |
Price Book Value Ratio | 1.52 | 1.03 | |
Enterprise Value Multiple | (174.24) | (165.53) | |
Price Fair Value | 1.52 | 1.03 | |
Enterprise Value | 336.7 B | 353.5 B |
The analysis of JPMorgan Chase's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze JPMorgan Chase's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of JPMorgan Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0238 | Forward Dividend Yield 0.0238 | Forward Dividend Rate 4.6 | Beta 1.117 |
Technical Drivers
As of the 26th of April, JPMorgan Chase retains the market risk adjusted performance of 0.5031, and Risk Adjusted Performance of 0.1177. JPMorgan Chase technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Simply put, you can use this information to find out if the firm will indeed mirror its model of historical price patterns, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for JPMorgan Chase, which can be compared to its competitors. Please check out JPMorgan Chase coefficient of variation, treynor ratio, as well as the relationship between the Treynor Ratio and semi variance to decide if JPMorgan Chase is priced correctly, providing market reflects its last-minute price of 193.49 per share. Given that JPMorgan Chase Co has jensen alpha of 0.1769, we strongly advise you to confirm JPMorgan Chase's regular market performance to make sure the company can sustain itself at some point in the future.JPMorgan Chase Price Movement Analysis
The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. JPMorgan Chase middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for JPMorgan Chase. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
JPMorgan Chase Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific JPMorgan Chase insiders, such as employees or executives, is commonly permitted as long as it does not rely on JPMorgan Chase's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases JPMorgan Chase insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Matthew Zames over six months ago Sale by Matthew Zames of 91 shares of JPMorgan Chase |
JPMorgan Chase Outstanding Bonds
JPMorgan Chase issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. JPMorgan Chase uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most JPMorgan bonds can be classified according to their maturity, which is the date when JPMorgan Chase Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
JPMORGAN CHASE 33 Corp BondUS46625HQW33 | View | |
JPMORGAN CHASE 3625 Corp BondUS46625HRX07 | View | |
JPMORGAN CHASE 295 Corp BondUS46625HRV41 | View | |
US46625HRY89 Corp BondUS46625HRY89 | View | |
JPMORGAN CHASE 32 Corp BondUS46625HRS12 | View | |
JPMORGAN CHASE 55 Corp BondUS46625HHV50 | View | |
JPMORGAN CHASE 64 Corp BondUS46625HHF01 | View | |
JPMORGAN CHASE 56 Corp BondUS46625HJB78 | View |
JPMorgan Chase Predictive Daily Indicators
JPMorgan Chase intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of JPMorgan Chase stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Accumulation Distribution | 59570.06 | |||
Daily Balance Of Power | 0.0663 | |||
Rate Of Daily Change | 1.0 | |||
Day Median Price | 193.97 | |||
Day Typical Price | 193.81 | |||
Price Action Indicator | (0.41) | |||
Period Momentum Indicator | 0.12 | |||
Relative Strength Index | 57.41 |
JPMorgan Chase Corporate Filings
26th of April 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
25th of April 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
24th of April 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
FWP | 23rd of April 2024 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
22nd of April 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
19th of April 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
18th of April 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
17th of April 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify |
JPMorgan Chase Forecast Models
JPMorgan Chase's time-series forecasting models are one of many JPMorgan Chase's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary JPMorgan Chase's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About JPMorgan Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how JPMorgan Chase prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling JPMorgan shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as JPMorgan Chase. By using and applying JPMorgan Stock analysis, traders can create a robust methodology for identifying JPMorgan entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.40 | 0.20 | |
Operating Profit Margin | 0.40 | 0.72 | |
Net Profit Margin | 0.32 | 0.34 | |
Gross Profit Margin | 0.00 | 0.00 |
Current JPMorgan Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. JPMorgan analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. JPMorgan analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
161.22 | Strong Buy | 24 | Odds |
Most JPMorgan analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand JPMorgan stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of JPMorgan Chase, talking to its executives and customers, or listening to JPMorgan conference calls.
JPMorgan Stock Analysis Indicators
JPMorgan Chase Co stock analysis indicators help investors evaluate how JPMorgan Chase stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading JPMorgan Chase shares will generate the highest return on investment. By understating and applying JPMorgan Chase stock analysis, traders can identify JPMorgan Chase position entry and exit signals to maximize returns.
Begin Period Cash Flow | 567.2 B | |
Total Stockholder Equity | 327.9 B | |
Property Plant And Equipment Net | 30.2 B | |
Cash And Short Term Investments | 305.2 B | |
Cash | 624.2 B | |
50 Day M A | 189.217 | |
Net Interest Income | 89.3 B | |
Total Current Liabilities | 44.7 B | |
Forward Price Earnings | 11.3895 | |
Investments | 67.6 B | |
Interest Expense | 81.3 B | |
Stock Based Compensation | 3.1 B | |
Long Term Debt | 391.8 B | |
Common Stock Shares Outstanding | 2.9 B | |
Tax Provision | 12.1 B | |
Quarterly Earnings Growth Y O Y | 0.083 | |
Accounts Payable | 162 B | |
Net Debt | -187.6 B | |
Other Operating Expenses | 87.2 B | |
Non Current Assets Total | 94.5 B | |
Liabilities And Stockholders Equity | 3.9 T | |
Non Currrent Assets Other | -94.5 B |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as various price indices. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
Complementary Tools for JPMorgan Stock analysis
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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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 0.083 | Dividend Share 4.25 | Earnings Share 16.57 | Revenue Per Share 51.302 | Quarterly Revenue Growth 0.11 |
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.