JPMorgan Chase & Co.

JPM Financial Services Banks - Diversified NYSE

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$288.76

$-4.79 (-1.63%)

Open: $286.34 | High: $289.09 | Low: $283.71 | Prev Close: $293.55

Market Cap: $778.80B

Volume: 7.6M | Avg: 11.0M

Last updated: March 06, 2026 at 08:03 PM
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This stock appears in the following dashboards:

Investment Rating
B+

Neutral

Overall Score: 60/100


Rating Breakdown:
DCF Score 5/5
100%
Strong Buy
ROE Score 5/5
100%
Strong Buy
ROA Score 3/5
60%
Neutral
D/E Score 2/5
40%
Sell
P/E Score 2/5
40%
Sell
P/B Score 1/5
20%
Strong Sell

Stock Score Analysis
D

Stock Score: 545

Comprehensive Quality Assessment


Component Breakdown:
Efficiency 25
Financial Health 95
Growth 65
Market Sentiment 10
Risk 15
Lower is better
Valuation 35
Momentum 0

Valuation Metrics
Valuation Ratios
P/E Ratio 14.42
P/B Ratio 2.22
P/S Ratio 2.78
EPS $20.03
Beta 1.06
Shares Outstanding 2.70B

Price Range & Moving Averages
52-Week High $337.25
52-Week Low $202.16
SMA 50 $312.01
SMA 200 $300.01

Dividend Information
Dividend Yield 2.01%
Annual Dividend $5.80

Earnings
Next Earnings April 14, 2026 01:30 PM ET
Financial Ratios
Margins
Gross Margin 60.0%
Operating Margin 25.9%
Net Margin 20.4%

Returns
ROE 15.9%
ROA 1.3%

Liquidity & Leverage
Debt/Equity 1.38
Current Ratio 14.85
Quick Ratio 14.85
Balance Sheet
Total Assets $4424.90B
Total Liabilities $4062.46B
Total Equity $362.44B

Cash $343.34B
Total Debt $499.98B
Net Debt $156.64B
Income Statement
Revenue $279.75B
Gross Profit $167.61B
Operating Income $72.59B
Net Income $57.05B

EBITDA $81.42B
Revenue/Share $100.52
Cash Flow
Operating CF $100.87B
CapEx N/A
Free Cash Flow $100.87B

Book Value/Share $129.97
Tangible Book/Share $106.85
Equity/Share $129.97
Technical Indicators
RSI (14) 35.82 Neutral
MACD
-4.77 Signal: -3.43
Volatility 28.28%
Trading Signal Bearish
Performance & Returns
Total Returns
1 Year +9.02%

Risk-Adjusted Returns
Sharpe Ratio 0.34 Fair
Volatility (Ann.) 21.52% Moderate

vs S&P 500 (SPY)
JPM (1Y) +9.02%
S&P 500 (1Y) +13.03%
Alpha (Excess Return) -4.02%
Sector Comparison (Financial Services)
Compared to 157 peers in Financial Services
Metric JPM Sector Avg Percentile
P/E Ratio 14.42 47.89 23%
P/B Ratio 2.22 4.2 55%
ROE (%) 15.95% 19.77% 55%
Net Margin (%) 20.35% 18.72% 66%
Stock Score 545 428.0 76%
1Y Return (%) +9.02 % +7.97 % 44%
Percentile: 0% = worst in sector, 100% = best in sector
📊 Historical Price Analysis (Last 200 Days)
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Technical Analysis
Ticker Close SMA 5 SMA 8 SMA 13 SMA 50 SMA 200 RSI (14) MACD Volatility (%) Volume Signal SMA Decision
JPM $288.76 $294.94 $297.57 $300.07 $311.08 $300.07 35.82 -4.77 28.28% 5997246 Strong Short Bearish Stack
Candlestick Patterns

There wasn't any recognizable pattern for the JPM stock

News Sentiment
📊 Ticker 📰 Headline 💭 Sentiment 📡 Source 🔗 URL
JPM JPMorganChase Declares Preferred Stock Dividends Neutral businesswire.com Read More
JPM Wall Street Roundup: War, Oil, Airlines, Energy, AI, Private Credit Neutral seekingalpha.com Read More
JPM Diversify Advisory Services LLC Sells 7,058 Shares of JPMorgan Chase & Co. $JPM Neutral defenseworld.net Read More
JPM Fieldview Capital Management LLC Raises Stock Holdings in JPMorgan Chase & Co. $JPM Neutral defenseworld.net Read More
JPM JPMorgan Chase & Co. $JPM Shares Sold by Capital Group Private Client Services Inc. Neutral defenseworld.net Read More
Recent Insider Trading

No recent insider trading data available for JPM

Company Information

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, 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, 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; payments and cross-border financing; and cash 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, payments, investment banking, and asset management to small business, large and midsized companies, local governments, and nonprofit clients; and commercial real estate banking services to investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, trusts and estates, loans, mortgages, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.


CEO James Dimon
Employees 318477
Country US
IPO Date 1980-03-17
Exchange NYSE
Website https://www.jpmorganchase.com
Sector Financial Services
Industry Banks - Diversified
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Rating Metrics Explained
DCF Score (Discounted Cash Flow)

Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.

ROE Score (Return on Equity)

Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.

ROA Score (Return on Assets)

Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.

D/E Score (Debt-to-Equity)

Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.

P/E Score (Price-to-Earnings)

Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.

P/B Score (Price-to-Book)

Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.


Rating Recommendations:

Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:

  • Strong Buy (5/5): Excellent score - strong positive indicator
    • The metric significantly outperforms industry averages (top 20% of companies)
    • Indicates exceptional financial health or attractive valuation in that category
  • Buy (4/5): Good score - positive indicator
    • Above-average performance (top 40% of companies)
    • Shows strong fundamentals with room for improvement
  • Neutral (3/5): Average score - neutral indicator
    • Performance in line with industry median (middle 20%)
    • Neither significantly positive nor negative signal
  • Sell (2/5): Below average - negative indicator
    • Below-average performance (bottom 40% of companies)
    • Suggests weakness in this particular metric
  • Strong Sell (1/5): Poor score - strong negative indicator
    • Significantly underperforms industry (bottom 20%)
    • Indicates potential risk or overvaluation in that category
Note: The overall rating combines all six component scores to provide a comprehensive investment assessment. No single metric should be used in isolation for investment decisions.