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 21,208.44B
BAC Bank of America Corporation

N/A

USD 266.61B
WFC Wells Fargo & Company

N/A

USD 204.90B
HSBC HSBC Holdings plc.

N/A

USD 164.97B
C Citigroup Inc.

N/A

USD 156.05B
ASB.P.D Associated Banc-Corp Depositar..

N/A

USD 150.42B
HDB HDFC Bank Limited

N/A

USD 116.70B
RY Royal Bank Of Canada

N/A

USD 110.79B
TD Toronto Dominion Bank (The)

N/A

USD 103.53B
MTU Mitsubishi UFJ Financial Group..

N/A

USD 87.40B

ETFs Containing JPM

IYG iShares U.S. Financial Se.. 12.11 % 0.43 %

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USD 1.38B
XLF SPDR Select Sector Fund -.. 11.48 % 0.13 %

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USD 23.83B
FINU ProShares UltraPro Financ.. 11.37 % 0.95 %

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USD 0.03B
VFH Vanguard Financials 9.78 % 0.10 %

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USD 7.42B
FNCL Fidelity MSCI Financials .. 9.53 % 0.08 %

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USD 1.14B
KBWB Invesco KBW Bank ETF 8.79 % 0.35 %

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USD 0.53B
RWW Invesco Exchange-Traded F.. 8.02 % 0.46 %

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USD 0.03B
RWW Invesco Exchange-Traded F.. 8.02 % 0.46 %

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USD 0.03B
XHD:CA iShares U.S. High Dividen.. 7.44 % 0.33 %

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CAD 0.21B
XHU:CA iShares U.S. High Dividen.. 7.44 % 0.33 %

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CAD 0.08B
HDV iShares Core High Dividen.. 7.43 % 0.08 %

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USD 7.23B
ZWK:CA BMO Covered Call US Banks.. 7.23 % 0.00 %

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CAD 0.02B
IYF iShares U.S. Financial 6.77 % 0.43 %

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USD 1.70B
UYG ProShares Ultra Financial.. 5.91 % 0.95 %

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USD 0.80B
JKF iShares Morningstar Large.. 5.77 % 0.25 %

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USD 0.51B
ZBK:CA BMO Equal Weight US Banks.. 5.70 % 0.37 %

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CAD 0.74B
CALL.B:CA Evolve US Banks Enhanced .. 5.63 % 0.68 %

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CAD 2.45M
CALL:CA Evolve US Banks Enhanced .. 5.63 % 0.68 %

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CAD 1.82M
IXG iShares Global Financial 5.43 % 0.46 %

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USD 0.35B
DFNL Davis Select Financial ET.. 5.03 % 0.64 %

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USD 0.14B
HBF:CA Harvest Brand Leaders Plu.. 4.98 % 1.16 %

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CAD 0.14B
RUBY:CA RBC U.S. Banks Yield Inde.. 4.95 % 0.33 %

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CAD 0.01B
FAS Direxion Financial Bull 3.. 4.81 % 1.04 %

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USD 1.49B
FTXO First Trust Nasdaq Bank E.. 4.54 % 0.60 %

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USD 0.15B
DIVO Amplify CWP Enhanced Divi.. 4.54 % 0.94 %

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USD 0.02B
DJD Invesco Dow Jones Industr.. 4.39 % 0.30 %

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USD 0.06B
DUSA Davis Select U.S. Equity .. 4.25 % 0.63 %

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USD 0.19B
HUL.U:CA Harvest US Equity Plus In.. 4.19 % 2.23 %

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CAD 1.29M
HUL:CA Harvest US Equity Plus In.. 4.19 % 2.20 %

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CAD 8.15M
QDYN FlexShares Quality Dynami.. 4.19 % 0.37 %

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USD 0.05B
IWX iShares Russell Top 200 V.. 4.12 % 0.20 %

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USD 0.45B
JHMF John Hancock Multifactor .. 4.01 % 0.50 %

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USD 0.05B
MGV Vanguard Mega Cap Value 3.75 % 0.07 %

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USD 2.46B
VYM Vanguard High Dividend Yi.. 3.72 % 0.06 %

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USD 24.08B
EZY EZY 3.60 % 0.38 %

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USD 0.04B
EQRR ProShares Equities for Ri.. 3.44 % 0.35 %

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USD 3.97M
VOOV Vanguard S&P 500 Value 3.31 % 0.15 %

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USD 0.97B
SPYV SPDR Series Trust Portfol.. 3.28 % 0.06 %

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USD 2.68B
IVE iShares S&P 500 Value 3.27 % 0.18 %

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USD 15.25B
SCHV Schwab U.S. Large-Cap Val.. 3.15 % 0.04 %

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USD 5.88B
VTV Vanguard Value 3.11 % 0.04 %

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USD 48.05B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

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CAD 7.25M
IUSV iShares Core S&P U.S. Val.. 3.05 % 0.04 %

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USD 5.50B
XLG Invesco S&P 500 Top 50 3.02 % 0.20 %

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USD 0.81B
DGRO iShares Core Dividend Gro.. 3.01 % 0.08 %

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USD 7.60B
NACP Impact Shares Trust I NAA.. 2.99 % 0.00 %

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USD 2.19M
HAU:CA Horizons Active US Divide.. 2.95 % 0.79 %

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CAD 7.39M
FDVV Fidelity High Dividend 2.93 % 0.30 %

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USD 0.34B
IOO iShares Global 100 2.92 % 0.40 %

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USD 2.07B
DBLV AdvisorShares DoubleLine .. 2.89 % 0.87 %

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USD 0.06B
WOMN Impact Shares Trust I ETF.. 2.88 % 0.00 %

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USD 4.07M
VONV Vanguard Russell 1000 Val.. 2.84 % 0.12 %

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USD 1.87B
IWD iShares Russell 1000 Valu.. 2.78 % 0.19 %

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USD 38.18B
FTLS First Trust Long/Short Eq.. 2.76 % 1.59 %

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USD 0.18B
FCUD:CA Fidelity U.S. High Divide.. 2.71 % 0.00 %

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CAD 0.11B
HAZ:CA Horizons Active Global Di.. 2.57 % 0.94 %

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CAD 0.19B
PFI Invesco DWA Financial Mom.. 2.54 % 0.60 %

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USD 0.05B
ESG FlexShares STOXX US ESG I.. 2.52 % 0.42 %

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USD 0.03B
HEA.A:CA Horizons Enhanced Income .. 2.46 % 1.61 %

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CAD 3.35M
DLN WisdomTree U.S. LargeCap .. 2.46 % 0.28 %

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USD 2.07B
EPS WisdomTree U.S. LargeCap .. 2.46 % 0.28 %

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USD 0.26B
RFDA RiverFront Dynamic US Div.. 2.39 % 0.52 %

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USD 0.13B
OEF iShares S&P 100 2.37 % 0.20 %

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USD 4.96B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.31 % 0.45 %

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CAD 0.15B
FDRR Fidelity Dividend ETF for.. 2.28 % 0.30 %

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USD 0.37B
FCRR:CA Fidelity U.S. Dividend fo.. 2.16 % 0.00 %

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CAD 0.06B
EXT WisdomTree U.S. Total Mar.. 2.13 % 0.28 %

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USD 0.10B
PRID InsightShares LGBT Employ.. 2.07 % 0.65 %

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DTD WisdomTree U.S. Total Div.. 2.04 % 0.28 %

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USD 0.68B
ESGG FlexShares STOXX Global E.. 2.01 % 0.42 %

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USD 0.08B
JUST Goldman Sachs JUST U.S. L.. 2.00 % 0.20 %

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USD 0.12B
FVAL Fidelity Value Factor 1.92 % 0.30 %

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USD 0.13B
RWCD Direxion MSCI Cyclicals O.. 1.91 % 0.00 %

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USD 0.02B
SPXT ProShares S&P 500 Ex-Tech.. 1.91 % 0.27 %

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USD 3.28M
IWL iShares Russell Top 200 1.89 % 0.15 %

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USD 0.24B
CLU:CA iShares US Fundamental In.. 1.87 % 0.72 %

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CAD 0.16B
CLU.C:CA iShares US Fundamental In.. 1.87 % 0.74 %

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CAD 0.12B
HUSE Strategy Shares US Market.. 1.86 % 0.95 %

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USD 0.18B
PRF Invesco FTSE RAFI US 1000 1.84 % 0.39 %

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USD 5.42B
MGC Vanguard Mega Cap 1.83 % 0.07 %

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USD 1.88B
FDMO Fidelity Momentum Factor 1.81 % 0.30 %

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USD 0.11B
SPXV ProShares S&P 500 Ex-Heal.. 1.75 % 0.27 %

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USD 1.51M
VLU SPDR S&P 1500 Value Tilt 1.72 % 0.13 %

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USD 0.02B
HSPX Global X Funds S&P 500 Co.. 1.66 % 0.65 %

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USD 0.10B
SPYX SPDR S&P 500 Fossil Fuel .. 1.61 % 0.20 %

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USD 0.35B
DHVW Diamond Hill Valuation-We.. 1.59 % 0.10 %

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USD 0.02B
RALS ProShares RAFI Long Short 1.59 % 0.95 %

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USD 8.03M
SPXE ProShares S&P 500 Ex-Ener.. 1.58 % 0.27 %

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USD 7.07M
KBE SPDR S&P Bank 1.57 % 0.35 %

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USD 1.89B
TPU:CA TD U.S. Equity Index ETF 1.55 % 0.11 %

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CAD 0.03B
QUU:CA Mackenzie US Large Cap Eq.. 1.54 % 0.09 %

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CAD 0.18B
VOO Vanguard S&P 500 1.53 % 0.03 %

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USD 112.47B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

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USD 5.21M
ZSP.U:CA BMO S&P 500 Index ETF 1.52 % 0.09 %

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CAD 0.29B
ZSP:CA BMO S&P 500 Index ETF 1.52 % 0.09 %

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CAD 6.13B
DMRL DeltaShares S&P 500 Manag.. 1.51 % 0.35 %

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USD 0.42B
PBP Invesco S&P 500 BuyWrite 1.51 % 0.75 %

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USD 0.32B
CATH Global X S&P 500 Catholic.. 1.51 % 0.29 %

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USD 0.26B
SPY SPDR S&P 500 1.51 % 0.09 %

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USD 264.62B
VV Vanguard Large-Cap 1.51 % 0.04 %

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USD 14.24B
IVV iShares Core S&P 500 1.50 % 0.04 %

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USD 178.89B
XSP:CA iShares Core S&P 500 Inde.. 1.50 % 0.11 %

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CAD 4.64B
XUS:CA iShares Core S&P 500 Inde.. 1.50 % 0.11 %

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CAD 1.84B
FLAM:CA Franklin FTSE U.S. Index .. 1.48 % 0.00 %

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CAD 0.28B
SPLG SPDR Series Trust Portfol.. 1.47 % 0.04 %

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USD 2.41B
XSUS:CA iShares ESG MSCI USA Inde.. 1.41 % 0.00 %

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CAD 4.11M
ONEK SPDR Russell 1000 1.41 % 0.10 %

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USD 0.16B
ESGU iShares ESG MSCI USA ETF 1.41 % 0.15 %

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USD 0.24B
VONE Vanguard Russell 1000 ETF 1.40 % 0.12 %

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USD 1.15B
SCHX Schwab U.S. Large-Cap 1.39 % 0.03 %

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USD 16.69B
IWB iShares Russell 1000 1.36 % 0.15 %

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USD 20.04B
USDY Pacific Global US Equity .. 1.36 % 0.00 %

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USD 0.03B
SCHK Schwab 1000 Index 1.34 % 0.05 %

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USD 0.81B
IYY iShares Dow Jones U.S. 1.32 % 0.20 %

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USD 1.21B
GHS REX Gold Hedged S&P 500 1.31 % 0.48 %

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N/A
SPTM SPDR Portfolio Total Stoc.. 1.31 % 0.04 %

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USD 3.39B
VTHR Vanguard Russell 3000 ETF 1.30 % 0.15 %

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USD 0.45B
THRK SPDR Russell 3000 1.29 % 0.10 %

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USD 0.52B
VTI Vanguard Total Stock Mark.. 1.29 % 0.03 %

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USD 113.61B
XUH:CA iShares Core S&P U.S. Tot.. 1.27 % 0.07 %

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CAD 0.08B
XUU:CA iShares Core S&P U.S. Tot.. 1.27 % 0.07 %

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CAD 1.48B
FNDX Schwab Fundamental U.S. L.. 1.27 % 0.25 %

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USD 4.98B
IWV iShares Russell 3000 1.27 % 0.20 %

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USD 9.31B
SCHB Schwab U.S. Broad Market 1.26 % 0.03 %

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USD 15.09B
SFY SoFi Select 500 1.26 % 0.00 %

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USD 0.05B
ITOT iShares Core S&P Total U... 1.26 % 0.03 %

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USD 20.54B
TILT FlexShares Mornigstar US .. 1.19 % 0.25 %

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USD 1.24B
FNDB Schwab Fundamental U.S. B.. 1.18 % 0.25 %

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USD 0.28B
GSLC Goldman Sachs ActiveBeta .. 1.16 % 0.09 %

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USD 5.03B
MULC.B:CA Manulife Multifactor U.S... 1.09 % 0.39 %

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CAD 0.13B
MULC:CA Manulife Multifactor U.S... 1.09 % 0.45 %

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CAD 8.80M
JHML John Hancock Multifactor .. 1.06 % 0.35 %

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USD 0.90B
TOK iShares MSCI Kokusai 0.97 % 0.25 %

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USD 0.14B
XWD:CA iShares MSCI World Index .. 0.94 % 0.47 %

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CAD 0.82B
URTH Ishares MSCI World Index .. 0.90 % 0.24 %

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USD 0.66B
XMX WisdomTree Global ex-Mexi.. 0.81 % 0.26 %

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USD 2.94M
ACWI iShares MSCI ACWI Index F.. 0.80 % 0.31 %

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USD 10.52B
CRBN iShares MSCI ACWI Low Car.. 0.78 % 0.20 %

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USD 0.45B
LOWC SPDR MSCI ACWI Low Carbon.. 0.78 % 0.20 %

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USD 0.07B
ACIM SPDR MSCI ACWI IMI 0.78 % 0.25 %

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USD 0.17B
XAW:CA iShares Core MSCI All Cou.. 0.75 % 0.22 %

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CAD 1.04B
VT Vanguard Total World Stoc.. 0.72 % 0.09 %

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USD 12.22B
AOA iShares Core Aggressive A.. 0.57 % 0.18 %

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USD 0.92B
AOR iShares Core Growth Alloc.. 0.42 % 0.18 %

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USD 1.26B
BLCN Reality Shares Nasdaq Nex.. 0.00 % 0.68 %

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USD 0.07B

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