JPM:NYE-JP Morgan Chase & Co.

EQUITY | Banks | New York Stock Exchange

Last Closing

USD 99.91

Change

0.00 (0.00)%

Market Cap

USD 279.91B

Volume

0.02B

Analyst Target

USD 120.07
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

JPMorgan Chase & Co is a financial services firm and a banking institution. It offers investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Banks

Symbol Name Price(Change) Market Cap
HSBC.P.A HSBC Holdings plc. ADR SER A R..

N/A

USD 20,941.54B
BAC Bank of America Corporation

N/A

USD 282.42B
WFC Wells Fargo & Company

N/A

USD 230.10B
HSBC HSBC Holdings plc.

N/A

USD 166.06B
C Citigroup Inc.

N/A

USD 152.58B
ASB.P.D Associated Banc-Corp Depositar..

N/A

USD 147.72B
FRC.P.D First Republic Bank San Franci..

N/A

USD 132.66B
RY Royal Bank Of Canada

N/A

USD 111.45B
TD Toronto Dominion Bank (The)

N/A

USD 103.72B
HDB HDFC Bank Limited

N/A

USD 101.60B

ETFs Containing JPM

IYG iShares U.S. Financial Se.. 11.73 % 0.43 %

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USD 1.43B
XLF SPDR Select Sector Fund -.. 11.12 % 0.13 %

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USD 24.63B
FINU ProShares UltraPro Financ.. 9.70 % 0.95 %

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USD 0.03B
VFH Vanguard Financials 9.41 % 0.10 %

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USD 7.00B
FNCL Fidelity MSCI Financials .. 9.21 % 0.08 %

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USD 1.17B
KBWB Invesco KBW Bank ETF 7.62 % 0.35 %

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USD 0.67B
FTXO First Trust Nasdaq Bank E.. 7.50 % 0.60 %

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USD 0.18B
RWW Oppenheimer S&P Financial.. 7.37 % 0.46 %

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USD 0.04B
RWW Oppenheimer S&P Financial.. 7.37 % 0.46 %

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USD 0.04B
IYF iShares U.S. Financial 6.73 % 0.43 %

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USD 1.79B
UYG ProShares Ultra Financial.. 5.54 % 0.95 %

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USD 0.78B
CALL:CA Evolve US Banks Enhanced .. 5.49 % 0.70 %

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CAD 1.87M
JKF iShares Morningstar Large.. 5.21 % 0.25 %

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USD 0.49B
IXG iShares Global Financial 5.18 % 0.47 %

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USD 0.37B
DFNL Davis Select Financial ET.. 4.63 % 0.64 %

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USD 0.15B
FAS Direxion Financial Bull 3.. 4.44 % 1.04 %

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USD 2.50B
DUSA Davis Select U.S. Equity .. 4.20 % 0.63 %

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USD 0.18B
SPMO Invesco S&P 500 Momentum 4.03 % 0.13 %

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USD 0.08B
IWX iShares Russell Top 200 V.. 3.90 % 0.20 %

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USD 0.43B
JHMF John Hancock Multifactor .. 3.83 % 0.50 %

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USD 0.07B
QDYN FlexShares Quality Dynami.. 3.76 % 0.37 %

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USD 0.06B
EZY EZY 3.60 % 0.38 %

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USD 0.04B
VYM Vanguard High Dividend Yi.. 3.51 % 0.06 %

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USD 23.78B
MGV Vanguard Mega Cap Value 3.42 % 0.07 %

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USD 2.31B
SYE SPDR MFS Systematic Core .. 3.20 % 0.60 %

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USD 0.04B
VOOV Vanguard S&P 500 Value 3.18 % 0.15 %

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USD 0.95B
SPYV SPDR Series Trust Portfol.. 3.15 % 0.06 %

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USD 2.50B
IVE iShares S&P 500 Value 3.13 % 0.18 %

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USD 15.37B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

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CAD 7.25M
DBLV AdvisorShares DoubleLine .. 3.02 % 0.87 %

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USD 0.06B
SCHV Schwab U.S. Large-Cap Val.. 3.01 % 0.04 %

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USD 5.84B
XLG Invesco S&P 500 Top 50 3.00 % 0.20 %

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USD 0.79B
ESG FlexShares STOXX US ESG I.. 2.98 % 0.42 %

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USD 0.03B
PFI Invesco DWA Financial Mom.. 2.96 % 0.60 %

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USD 0.03B
IUSV iShares Core S&P U.S. Val.. 2.92 % 0.05 %

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USD 5.25B
IOO iShares Global 100 2.87 % 0.40 %

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USD 2.03B
HAU:CA Horizons Active US Divide.. 2.87 % 0.80 %

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CAD 5.96M
VTV Vanguard Value 2.87 % 0.04 %

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USD 44.59B
DGRO iShares Core Dividend Gro.. 2.86 % 0.08 %

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USD 6.51B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.78 % 0.45 %

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CAD 0.15B
FDVV Fidelity High Dividend 2.75 % 0.30 %

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USD 0.30B
VONV Vanguard Russell 1000 Val.. 2.69 % 0.12 %

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USD 1.83B
IWD iShares Russell 1000 Valu.. 2.63 % 0.20 %

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USD 38.18B
WOMN Impact Shares Trust I ETF.. 2.57 % 0.00 %

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FCUD:CA Fidelity U.S. High Divide.. 2.55 % 0.00 %

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CAD 0.09B
HAZ:CA Horizons Active Global Di.. 2.52 % 0.94 %

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CAD 0.18B
HEA.A:CA Horizons Enhanced Income .. 2.46 % 1.61 %

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CAD 3.35M
NACP Impact Shares Trust I NAA.. 2.44 % 0.00 %

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DLN WisdomTree U.S. LargeCap .. 2.35 % 0.28 %

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USD 2.06B
EPS WisdomTree U.S. Earnings .. 2.35 % 0.28 %

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USD 0.24B
OEF iShares S&P 100 2.33 % 0.20 %

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USD 4.81B
RFDA RiverFront Dynamic US Div.. 2.24 % 0.52 %

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USD 0.14B
FDRR Fidelity Dividend ETF for.. 2.13 % 0.30 %

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USD 0.37B
FCRR:CA Fidelity U.S. Dividend fo.. 2.02 % 0.00 %

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CAD 0.07B
EXT WisdomTree U.S. Total Ear.. 2.00 % 0.28 %

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USD 0.10B
ESGG FlexShares STOXX Global E.. 1.96 % 0.42 %

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USD 0.07B
JUST Goldman Sachs JUST U.S. L.. 1.95 % 0.20 %

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USD 0.11B
FDMO Fidelity Momentum Factor 1.95 % 0.30 %

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USD 0.11B
DTD WisdomTree U.S. Total Div.. 1.91 % 0.28 %

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USD 0.64B
PRID InsightShares LGBT Employ.. 1.90 % 0.65 %

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RFFC RiverFront Dynamic US Fle.. 1.88 % 0.52 %

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USD 0.14B
SPXT ProShares S&P 500 Ex-Tech.. 1.86 % 0.27 %

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USD 3.21M
IWL iShares Russell Top 200 1.83 % 0.15 %

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USD 0.21B
FVAL Fidelity Value Factor 1.81 % 0.30 %

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USD 0.12B
MGC Vanguard Mega Cap 1.77 % 0.07 %

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USD 1.67B
SPXV ProShares S&P 500 Ex-Heal.. 1.74 % 0.27 %

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USD 1.47M
CLU:CA iShares US Fundamental In.. 1.73 % 0.72 %

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CAD 0.16B
PRF Invesco FTSE RAFI US 1000 1.70 % 0.39 %

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USD 5.82B
CLU.C:CA iShares US Fundamental In.. 1.69 % 0.74 %

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CAD 0.12B
HSPX Global X Funds S&P 500 Co.. 1.66 % 0.65 %

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USD 0.08B
RALS ProShares RAFI Long Short 1.63 % 0.95 %

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USD 9.58M
DHVW Diamond Hill Valuation-We.. 1.59 % 0.10 %

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USD 0.03B
VLU SPDR S&P 1500 Value Tilt 1.59 % 0.13 %

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USD 0.02B
SPYX SPDR S&P 500 Fossil Fuel .. 1.59 % 0.20 %

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USD 0.33B
SPXE ProShares S&P 500 Ex-Ener.. 1.56 % 0.27 %

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USD 6.25M
TPU:CA TD U.S. Equity Index ETF 1.54 % 0.11 %

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CAD 0.03B
QUU:CA Mackenzie US Large Cap Eq.. 1.52 % 0.09 %

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CAD 0.15B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

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USD 5.21M
VOO Vanguard S&P 500 1.51 % 0.03 %

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USD 94.52B
PBP Invesco S&P 500 BuyWrite 1.50 % 0.75 %

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USD 0.31B
CATH Global X S&P 500 Catholic.. 1.50 % 0.29 %

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SPY SPDR S&P 500 1.48 % 0.09 %

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USD 260.16B
IVV iShares Core S&P 500 1.48 % 0.04 %

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USD 168.96B
ZSP.U:CA BMO S&P 500 Index ETF 1.47 % 0.09 %

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CAD 0.29B
ZSP:CA BMO S&P 500 Index ETF 1.47 % 0.09 %

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CAD 5.32B
VV Vanguard Large-Cap 1.46 % 0.04 %

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USD 13.39B
ESGU iShares ESG MSCI USA ETF 1.46 % 0.15 %

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USD 0.18B
FLAM:CA Franklin FTSE U.S. Index .. 1.41 % 0.00 %

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CAD 0.31B
ONEK SPDR Russell 1000 1.41 % 0.10 %

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USD 0.16B
SPLG SPDR Series Trust Portfol.. 1.38 % 0.04 %

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USD 2.24B
SCHX Schwab U.S. Large-Cap 1.37 % 0.03 %

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USD 15.44B
VONE Vanguard Russell 1000 ETF 1.35 % 0.12 %

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USD 1.09B
IWB iShares Russell 1000 1.32 % 0.15 %

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USD 19.41B
SCHK Schwab 1000 Index 1.31 % 0.05 %

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USD 0.74B
GHS REX Gold Hedged S&P 500 1.31 % 0.48 %

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THRK SPDR Russell 3000 1.29 % 0.10 %

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USD 0.52B
IYY iShares Dow Jones U.S. 1.29 % 0.20 %

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USD 1.19B
VTI Vanguard Total Stock Mark.. 1.26 % 0.03 %

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USD 100.53B
VTHR Vanguard Russell 3000 ETF 1.25 % 0.15 %

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USD 0.43B
SCHB Schwab U.S. Broad Market 1.23 % 0.03 %

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USD 14.28B
SPTM SPDR Portfolio Total Stoc.. 1.23 % 0.04 %

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USD 3.02B
ITOT iShares Core S&P Total U... 1.22 % 0.03 %

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USD 18.55B
IWV iShares Russell 3000 1.22 % 0.20 %

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USD 9.77B
GSLC Goldman Sachs ActiveBeta .. 1.16 % 0.09 %

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USD 4.55B
TILT FlexShares Mornigstar US .. 1.13 % 0.25 %

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USD 1.24B
MULC.B:CA Manulife Multifactor U.S... 1.09 % 0.38 %

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CAD 0.13B
MULC:CA Manulife Multifactor U.S... 1.09 % 0.42 %

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CAD 5.79M
JHML John Hancock Multifactor .. 1.03 % 0.35 %

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TOK iShares MSCI Kokusai 0.95 % 0.25 %

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USD 0.14B
URTH Ishares MSCI World Index .. 0.87 % 0.24 %

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USD 0.60B
DMRL DeltaShares S&P 500 Manag.. 0.86 % 0.35 %

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USD 0.43B
LOWC SPDR MSCI ACWI Low Carbon.. 0.79 % 0.20 %

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USD 0.06B
XMX WisdomTree Global ex-Mexi.. 0.79 % 0.26 %

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USD 2.93M
ACWI iShares MSCI ACWI Index F.. 0.78 % 0.31 %

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USD 10.15B
CRBN iShares MSCI ACWI Low Car.. 0.76 % 0.20 %

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USD 0.42B
ACIM SPDR MSCI ACWI IMI 0.74 % 0.25 %

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USD 0.17B
VT Vanguard Total World Stoc.. 0.67 % 0.09 %

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USD 12.45B

Market Performance

  Market Performance vs. Industry/Classification (Banks) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.35% 24% F 27% F
Dividend Return 0.82% 71% C- 51% F
Total Return 3.17% 34% F 33% F
Trailing 12 Months  
Capital Gain -11.33% 44% F 45% F
Dividend Return 2.41% 26% F 45% F
Total Return -8.91% 42% F 44% F
Trailing 5 Years  
Capital Gain 70.82% 92% A- 90% A-
Dividend Return 17.13% 44% F 57% F
Total Return 87.95% 94% A 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 18.57% 92% A- 91% A-
Dividend Return 21.33% 95% A 92% A-
Total Return 2.76% 34% F 54% F
Risk Return Profile  
Volatility (Standard Deviation) 17.61% 43% F 42% F
Risk Adjusted Return 121.13% 85% B 92% A-
Market Capitalization 279.91B 100% A+ 100% A+

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.50 55% F 54% F
Price/Book Ratio 1.44 31% F 50% F
Price / Cash Flow Ratio 2.49 28% F 48% F
Price/Free Cash Flow Ratio -16.57 93% A 90% A-
Management Effectiveness  
Return on Equity 13.27% 83% B 67% D+
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.31% 75% C 38% F
Debt to Equity Ratio 134.25% 36% F 27% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector