JP Morgan Stock Analysis

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JPM -- USA Stock  

USD 91.28  2.02  2.17%

Is it time to welcome JP Morgan? JP Morgan Stock analysis can help investors discover the best opportunities and time the market in virtually any economy. Find the stocks trading at a discount of their intrinsic value will give you an edge in creating a market-bitting portfolio. The small decline in market price for the last few months may raise some interest from investors. The stock closed today at a share price of 90.78 on 25,400,800 in trading volume. The company executives did not add much value to JP Morgan Chase investors in June. However, diversifying your holdings with JP Morgan or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 30 days investing horizon is currently 3.25. The above-average risk is mostly attributed to market volatility and speculations regarding some of the upcoming earning calls from JP Morgan Chase partners. Please see Risk vs Return Analysis.

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The JP Morgan Stock analysis interface makes it easy to digest most current publicly released information about JP Morgan as well as get updates on important government artifacts including earning estimates, SEC corporate filings and announcements. JP Morgan stock analysis module also helps to analyze JP Morgan price relationship with some important fundamental indicators such as market cap and management efficiency.

JP Morgan Stock Analysis Notes

About 76.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.2. Some equities with similar Price to Book (P/B) outperform the market in the long run. JP Morgan Chase recorded earning per share (EPS) of 8.9. The entity last dividend was issued on the 2nd of July 2020. The firm had 3:2 split on 12th of June 2000. 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 the United States and is traded on BATS Exchange. It employs 256720 people. To learn more about JP MORGAN CHASE C call Mary Erdoes at 212 270-6000 or check out www.jpmorganchase.com.

  JP Morgan Quarterly Cost of Revenue

JP Morgan Chase Investment Alerts

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
Latest headline from www.bloomberg.com: JPMorgan Says Wall Street Is Too Negative About a Biden Win - Bloomberg

JP Morgan Chase Upcoming and Recent Events

Upcoming Quarterly Report14th of July 2020
Next Earnings Report20th of October 2020
Next Fiscal Quarter End30th of June 2020
Next Fiscal Year End12th of January 2021
Last Quarter Report31st of March 2020
Last Earning Announcement30th of June 2019

JP Morgan Earnings Estimate

EPSEstimate Date
Quarterly Estimate1.414th of July 2020
The above chart is showing JP Morgan Chase normalized analysts earnings estimates for actual as well as future EPS values taken as an average expert opinion over the last few years and projected forward

JP Morgan SEC Filings

Unclassified Corporate Event
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Financial Statements and Exhibits. Other Events. Regulation FD Disclosure
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Unclassified Corporate Event
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Financial Statements and Exhibits. Other Events
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Financial Statements and Exhibits. Submission of Matters to a Vote of Security Holders. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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Financial Statements and Exhibits. Other Events
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Unclassified Corporate Event
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Unclassified Corporate Event
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JP Morgan Thematic Classifications

Baby Boomer Prospects IdeaBaby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
Top FinTech IdeaTop FinTech
A collection of large financial service, investment, and banking companies
Blockchain IdeaBlockchain
Cross-industry collection of firms that are adopting blockchain technology
Momentum IdeaMomentum
Macroaxis long run momentum stocks
Banks IdeaBanks
All money banks and credit services

Institutional Investors

Security TypeSharesValue
Park National CorpCommon Shares550.2 K51.8 M
Thomasville National BankCommon Shares161.3 K15.2 M
First Financial BanCommon Shares106.8 K10 M
Mr Capital Management IncCommon Shares60.9 K5.7 M
Smithbridge Asset Management IncCommon Shares37.2 K3.5 M
Nelson Van Denburg Campbell Wealth Management Group LlcCommon Shares32 KM
Gantzert Investment Co LlcCommon Shares25.5 K2.4 M

Market Capitalization

The company currently falls under 'Mega-Cap' category with total capitalization of 278.13 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate JP Morgan's market, we take the total number of its shares issued and multiply it by JP Morgan'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 these looking for more risk prefer small-cap and mid-cap equities.

Profitablity

The company has Net Profit Margin of 29.42 %, which may imply that it executes well on its competitive polices and has a good control over its expenditures and variable costs. This is very large.

Management Efficiency

The entity has Return on Asset of 1.02 % which means that on every $100 spent on asset it made $1.02 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 11.56 %, implying that it generated $11.56 on every 100 dollars invested. JP Morgan management efficiency ratios could be used to measure of how well jp morgan chase is managing its routine affairs as well as how well it utilizes its assets and manages liabilities. The current value of Return on Average Assets is projected to fall to 0.0118. The current value of Return on Average Equity is projected to fall to 0.12JP Morgan Tangible Asset Value is considerably stable at the moment as compared to the past year. The company's current Tangible Asset Value is estimated at about 2.75 Trillion. Total Liabilities is projected to rise to about 2540.1 B this year, although the value of Deposit Liabilities will most likely fall to nearly 1557.8 B.

Technical Drivers

As of the 10th of July, JP Morgan owns the market risk adjusted performance of 0.1543, standard deviation of 3.53, and semi deviation of 3.04. JP Morgan Chase technical analysis makes it possible for you to employ past data patterns with the intention to determine a pattern that calculates the direction of the firm's future prices. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume patterns, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for JP Morgan, which can be compared to its peers in the sector. Please check out JP Morgan Chase standard deviation, as well as the relationship between the maximum drawdown and expected short fall to decide if JP Morgan Chase is priced more or less accurately, providing market reflects its prevailing price of 91.28 per share. Given that JP Morgan Chase has jensen alpha of (0.021365), we strongly advise you to confirm JP Morgan's latest market performance to make sure the company can sustain itself sooner or later.

JP Morgan Chase Price Movement Analysis

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JP Morgan Chase Insider Trading Activities

JP Morgan Outstanding Bonds

MaturityCouponRating
059438AG6 7.75%07/15/20257.75
A-
059438AH4 7.625%10/15/20267.625
A-
059438AK7 8.0%04/29/20278.0
A-
06423AAV5 4.9%04/30/20154.9
A-
06423KAA9 8.75%09/01/20308.75
BBB-
07387EAH0 5.25%07/15/20235.25
A
07387EAL1 5.15%07/15/20235.15
A
07387EAP2 5.57%07/15/20235.57
A

JP Morgan Predictive Indicators

JP Morgan Forecast Models

About JP Morgan Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how JP Morgan stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling JP Morgan 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 JP Morgan. By using and applying JP Morgan Stock analysis, traders can create a robust methodology for identifying JP Morgan entry and exit points for their positions.
Last ReportedProjected for 2020
EBITDA Margin 0.44  0.44 
Gross Margin 0.90  0.89 
Profit Margin 0.30  0.28 
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.

Current JP Morgan Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. JP Morgan 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. JP Morgan 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 PriceAdvice# of Analysts
107.0Hold12Odds
JP Morgan Chase current and past analyst recommendations published by a number of research institutions as well as average analyst consensus. Most JP Morgan 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 JP Morgan stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of JP Morgan Chase, talking to its executives and customers, or listening to JP Morgan conference calls.
JP Morgan Analyst Advice Details

JP Morgan Stock Analysis Indicators

Fifty Two Week Low76.91
Trailing Annual Dividend Rate3.50
Revenue Growth-27.70%
Payout Ratio39.55%
Shares Short Prior Month24.81M
Average Daily Volume Last 10 Day21.05M
Average Daily Volume In Three Month24.68M
Earnings Growth-70.60%
Shares Percent Shares Out0.77%
Earnings Quarterly Growth-68.80%
Short Percent Of Float0.78%
Forward Price Earnings10.48
Float Shares2.96B
Fifty Two Week High141.10
Fifty Day Average98.38
Two Hundred Day Average108.88
Trailing Annual Dividend Yield3.75%
Enterprise Value To Revenue-1.42
Please see Risk vs Return Analysis. Please also try Equity Analysis module to research over 250,000 global equities including funds, stocks and etfs to find investment opportunities.
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