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
BAC Bank of America Corporation

+1.90 (+7.16%)

USD 279.21B
WFC Wells Fargo & Company

+1.27 (+2.66%)

USD 230.37B
HSBC HSBC Holdings plc.

+0.32 (+0.78%)

USD 166.46B
C Citigroup Inc.

+0.81 (+1.32%)

USD 147.30B
ASB.P.D Associated Banc-Corp Depositar..

+0.29 (+1.23%)

USD 143.40B
FRC.P.D First Republic Bank San Franci..

+0.04 (+0.17%)

USD 127.99B
RY Royal Bank Of Canada

+0.51 (+0.70%)

USD 106.25B
TD Toronto Dominion Bank (The)

+1.00 (+1.91%)

USD 97.79B
ITUB Itau Unibanco Banco Holding SA..

-0.10 (-1.00%)

USD 96.62B
BSBR Banco Santander Brasil SA Amer..

-0.05 (-0.40%)

USD 93.77B

ETFs Containing JPM

IYG iShares U.S. Financial Se.. 12.50 % 0.43 %

+2.79 (+1.12%)

USD 1.47B
XLF SPDR Select Sector Fund -.. 11.58 % 0.13 %

+0.53 (+1.12%)

USD 24.32B
VFH Vanguard Financials 9.69 % 0.10 %

+1.39 (+1.12%)

USD 6.64B
FNCL Fidelity MSCI Financials .. 9.68 % 0.08 %

+0.76 (+1.12%)

USD 1.11B
FINU ProShares UltraPro Financ.. 9.66 % 0.95 %

+4.37 (+1.12%)

USD 0.03B
KBWB Invesco KBW Bank ETF 8.26 % 0.35 %

+1.26 (+1.12%)

USD 0.74B
FTXO First Trust Nasdaq Bank E.. 7.99 % 0.60 %

+0.58 (+1.12%)

USD 0.17B
RWW Oppenheimer S&P Financial.. 7.68 % 0.46 %

+1.37 (+1.12%)

USD 0.04B
RWW Oppenheimer S&P Financial.. 7.68 % 0.46 %

+1.37 (+1.12%)

USD 0.04B
IYF iShares U.S. Financial 7.05 % 0.43 %

+1.87 (+1.12%)

USD 1.75B
UYG ProShares Ultra Financial.. 6.37 % 0.95 %

+1.19 (+1.12%)

USD 0.71B
CALL:CA Evolve US Banks Enhanced .. 5.61 % 0.70 %

+1.26 (+1.12%)

CAD 1.37M
CALL.B:CA Evolve US Banks Enhanced .. 5.61 % 0.70 %

N/A

CAD 2.20M
ZBK:CA BMO Equal Weight US Banks.. 5.49 % 0.39 %

+0.66 (+1.12%)

CAD 0.84B
IXG iShares Global Financial 5.38 % 0.47 %

+0.98 (+1.12%)

USD 0.37B
JKF iShares Morningstar Large.. 5.31 % 0.25 %

+0.33 (+1.12%)

USD 0.45B
RUBY.U:CA RBC U.S. Banks Yield Inde.. 4.94 % 0.00 %

N/A

CAD 3.89M
RUBY:CA RBC U.S. Banks Yield Inde.. 4.94 % 0.00 %

+0.23 (+1.12%)

CAD 0.01B
DIVO Amplify YieldShares CWP D.. 4.78 % 0.00 %

+0.06 (+1.12%)

USD 0.02B
DFNL Davis Select Financial ET.. 4.71 % 0.64 %

+0.38 (+1.12%)

USD 0.14B
FAS Direxion Financial Bull 3.. 4.48 % 1.04 %

+2.46 (+1.12%)

USD 2.04B
PFI Invesco DWA Financial Mom.. 4.35 % 0.60 %

+0.47 (+1.12%)

USD 0.02B
SPMO Invesco S&P 500 Momentum 4.25 % 0.13 %

+0.12 (+1.12%)

USD 0.05B
JHMF John Hancock Multifactor .. 4.09 % 0.50 %

+0.70 (+1.12%)

USD 0.07B
SYV SPDR MFS Systematic Value.. 4.04 % 0.60 %

+0.39 (+1.12%)

USD 0.03B
IWX iShares Russell Top 200 V.. 4.00 % 0.20 %

+0.21 (+1.12%)

USD 0.37B
QDYN FlexShares Quality Dynami.. 3.94 % 0.37 %

+0.22 (+1.12%)

USD 0.05B
EZY EZY 3.60 % 0.38 %

N/A

USD 0.04B
VYM Vanguard High Dividend Yi.. 3.50 % 0.06 %

-0.06 (1.12%)

USD 22.12B
MGV Vanguard Mega Cap Value 3.42 % 0.07 %

+0.28 (+1.12%)

USD 2.14B
SYE SPDR MFS Systematic Core .. 3.37 % 0.60 %

+0.24 (+1.12%)

USD 0.03B
SPYV SPDR Series Trust Portfol.. 3.25 % 0.15 %

+0.14 (+1.12%)

USD 2.40B
VOOV Vanguard S&P 500 Value 3.24 % 0.15 %

+0.60 (+1.12%)

USD 0.90B
IVE iShares S&P 500 Value 3.24 % 0.18 %

+0.66 (+1.12%)

USD 14.94B
DBLV AdvisorShares DoubleLine .. 3.11 % 0.90 %

+0.69 (+1.12%)

USD 0.07B
SCHV Schwab U.S. Large-Cap Val.. 3.10 % 0.04 %

+0.15 (+1.12%)

USD 5.18B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

N/A

CAD 7.25M
ESG FlexShares STOXX US ESG I.. 3.08 % 0.32 %

N/A

USD 0.03B
XLG Invesco S&P 500 Top 50 3.08 % 0.20 %

+0.41 (+1.12%)

USD 0.73B
IUSV iShares Core S&P U.S. Val.. 3.02 % 0.05 %

+0.33 (+1.12%)

USD 4.85B
DGRO iShares Core Dividend Gro.. 2.93 % 0.08 %

+0.11 (+1.12%)

USD 5.48B
IOO iShares Global 100 2.92 % 0.40 %

+0.04 (+1.12%)

USD 1.77B
VTV Vanguard Value 2.89 % 0.05 %

+0.34 (+1.12%)

USD 41.75B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.88 % 0.45 %

+0.07 (+1.12%)

CAD 0.18B
VONV Vanguard Russell 1000 Val.. 2.74 % 0.12 %

+0.43 (+1.12%)

USD 1.69B
IWD iShares Russell 1000 Valu.. 2.73 % 0.20 %

+0.44 (+1.12%)

USD 38.18B
HAU:CA Horizons Active US Divide.. 2.68 % 0.80 %

N/A

CAD 5.79M
FDVV Fidelity High Dividend 2.68 % 0.29 %

+0.07 (+1.12%)

USD 0.26B
WOMN Impact Shares Trust I ETF.. 2.66 % 0.00 %

+0.04 (+1.12%)

N/A
NACP Impact Shares Trust I NAA.. 2.54 % 0.00 %

+0.04 (+1.12%)

N/A
HEA.A:CA Horizons Enhanced Income .. 2.46 % 1.61 %

N/A

CAD 3.35M
EPS WisdomTree U.S. Earnings .. 2.45 % 0.28 %

+0.14 (+1.12%)

USD 0.21B
DLN WisdomTree U.S. LargeCap .. 2.42 % 0.28 %

+0.21 (+1.12%)

USD 1.97B
OEF iShares S&P 100 2.41 % 0.20 %

+0.24 (+1.12%)

USD 4.50B
RFDA RiverFront Dynamic US Div.. 2.36 % 0.52 %

+0.12 (+1.12%)

USD 0.14B
FDRR Fidelity Dividend ETF for.. 2.14 % 0.29 %

+0.01 (+1.12%)

USD 0.35B
FCRR:CA Fidelity U.S. Dividend fo.. 2.11 % 0.00 %

+0.17 (+1.12%)

CAD 0.05B
EXT WisdomTree U.S. Total Ear.. 2.10 % 0.28 %

+0.18 (+1.12%)

USD 0.09B
PRID InsightShares LGBT Employ.. 2.10 % 0.00 %

+0.08 (+1.12%)

N/A
JUST Goldman Sachs JUST U.S. L.. 2.02 % 0.20 %

+0.17 (+1.12%)

USD 0.19B
ESGG FlexShares STOXX Global E.. 2.02 % 0.42 %

+1.50 (+1.12%)

USD 0.08B
FDMO Fidelity Momentum Factor 1.99 % 0.29 %

+0.12 (+1.12%)

USD 0.10B
DTD WisdomTree U.S. Total Div.. 1.98 % 0.28 %

+0.29 (+1.12%)

USD 0.60B
RFFC RiverFront Dynamic US Fle.. 1.97 % 0.52 %

+0.15 (+1.12%)

USD 0.14B
SPXT ProShares S&P 500 Ex-Tech.. 1.92 % 0.27 %

+0.20 (+1.12%)

USD 2.51M
FVAL Fidelity Value Factor 1.90 % 0.29 %

+0.10 (+1.12%)

USD 0.11B
IWL iShares Russell Top 200 1.90 % 0.15 %

+0.09 (+1.12%)

USD 0.19B
MGC Vanguard Mega Cap 1.86 % 0.07 %

+0.21 (+1.12%)

USD 1.49B
RUE:CA RBC Quant U.S. Equity Lea.. 1.82 % 0.43 %

N/A

CAD 0.03B
RUE.U:CA RBC Quant U.S. Equity Lea.. 1.82 % 0.43 %

+0.62 (+1.12%)

CAD 2.02M
SPXV ProShares S&P 500 Ex-Heal.. 1.82 % 0.27 %

+0.22 (+1.12%)

USD 1.35M
CLU.C:CA iShares US Fundamental In.. 1.76 % 0.74 %

N/A

CAD 0.12B
CLU:CA iShares US Fundamental In.. 1.76 % 0.72 %

N/A

CAD 0.16B
PRF Invesco FTSE RAFI US 1000 1.75 % 0.39 %

+0.29 (+1.12%)

USD 5.08B
DHVW Diamond Hill Valuation-We.. 1.71 % 0.10 %

+0.16 (+1.12%)

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

-0.08 (1.12%)

USD 0.08B
SPYX SPDR S&P 500 Fossil Fuel .. 1.65 % 0.20 %

+0.22 (+1.12%)

USD 0.30B
VLU SPDR S&P 1500 Value Tilt 1.64 % 0.13 %

+0.59 (+1.12%)

USD 0.02B
SPXE ProShares S&P 500 Ex-Ener.. 1.63 % 0.27 %

+0.18 (+1.12%)

USD 6.88M
RALS ProShares RAFI Long Short 1.60 % 0.95 %

-0.12 (1.12%)

USD 0.01B
PBP Invesco S&P 500 BuyWrite 1.56 % 0.75 %

+0.01 (+1.12%)

USD 0.31B
QUU:CA Mackenzie US Large Cap Eq.. 1.56 % 0.09 %

+1.31 (+1.12%)

CAD 0.13B
CATH Global X S&P 500 Catholic.. 1.54 % 0.29 %

+0.19 (+1.12%)

N/A
IVV iShares Core S&P 500 1.54 % 0.04 %

+0.69 (+1.12%)

USD 156.43B
ZSP.U:CA BMO S&P 500 Index ETF 1.54 % 0.09 %

+0.09 (+1.12%)

CAD 0.43B
ZSP:CA BMO S&P 500 Index ETF 1.54 % 0.09 %

+0.05 (+1.12%)

CAD 4.93B
TPU:CA TD U.S. Equity Index ETF 1.54 % 0.11 %

+0.20 (+1.12%)

CAD 0.02B
SPY SPDR S&P 500 1.54 % 0.09 %

+0.63 (+1.12%)

USD 247.52B
VOO Vanguard S&P 500 1.53 % 0.04 %

+0.53 (+1.12%)

USD 87.25B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

N/A

USD 5.21M
ESGU iShares MSCI USA ESG Opti.. 1.50 % 0.15 %

+0.15 (+1.12%)

USD 0.15B
VV Vanguard Large-Cap 1.49 % 0.05 %

+0.26 (+1.12%)

USD 12.36B
SPLG SPDR Series Trust Portfol.. 1.44 % 0.10 %

+0.07 (+1.12%)

USD 1.79B
SCHX Schwab U.S. Large-Cap 1.42 % 0.03 %

+0.17 (+1.12%)

USD 14.16B
ONEK SPDR Russell 1000 1.41 % 0.10 %

N/A

USD 0.16B
VONE Vanguard Russell 1000 Ind.. 1.39 % 0.12 %

+0.37 (+1.12%)

USD 1.04B
IWB iShares Russell 1000 1.38 % 0.15 %

+0.41 (+1.12%)

USD 18.67B
SCHK Schwab 1000 Index 1.38 % 0.05 %

+0.09 (+1.12%)

USD 0.71B
GSLC Goldman Sachs ActiveBeta .. 1.37 % 0.09 %

+0.12 (+1.12%)

USD 3.85B
IYY iShares Dow Jones U.S. 1.35 % 0.20 %

+0.47 (+1.12%)

USD 1.11B
GHS REX Gold Hedged S&P 500 1.31 % 0.48 %

N/A

N/A
THRK SPDR Russell 3000 1.29 % 0.10 %

N/A

USD 0.52B
SPTM SPDR Portfolio Total Stoc.. 1.29 % 0.04 %

+0.10 (+1.12%)

USD 2.73B
VTI Vanguard Total Stock Mark.. 1.29 % 0.04 %

+0.38 (+1.12%)

USD 92.77B
SCHB Schwab U.S. Broad Market 1.29 % 0.03 %

+0.18 (+1.12%)

USD 12.80B
IWV iShares Russell 3000 1.28 % 0.20 %

+0.49 (+1.12%)

USD 9.51B
VTHR Vanguard Russell 3000 Ind.. 1.28 % 0.15 %

+0.49 (+1.12%)

USD 0.41B
ITOT iShares Core S&P Total U... 1.28 % 0.03 %

+0.20 (+1.12%)

USD 15.65B
TILT FlexShares Mornigstar US .. 1.20 % 0.00 %

N/A

USD 1.24B
JHML John Hancock Multifactor .. 1.07 % 0.35 %

+0.12 (+1.12%)

N/A
MULC.B:CA Manulife Multifactor U.S... 1.05 % 0.38 %

+0.09 (+1.12%)

CAD 0.12B
MULC:CA Manulife Multifactor U.S... 1.05 % 0.42 %

N/A

CAD 5.33M
DMRL DeltaShares S&P 500 Manag.. 1.05 % 0.35 %

-0.09 (1.12%)

USD 0.41B
TOK iShares MSCI Kokusai 1.00 % 0.25 %

+0.11 (+1.12%)

USD 0.14B
URTH Ishares MSCI World Index .. 0.91 % 0.24 %

+0.08 (+1.12%)

USD 0.71B
XMX WisdomTree Global ex-Mexi.. 0.82 % 0.30 %

+0.13 (+1.12%)

USD 0.02B
ACWI iShares MSCI ACWI Index F.. 0.81 % 0.31 %

+0.19 (+1.12%)

USD 11.05B
LOWC SPDR MSCI ACWI Low Carbon.. 0.80 % 0.20 %

+0.34 (+1.12%)

USD 0.05B
CRBN iShares MSCI ACWI Low Car.. 0.79 % 0.20 %

+0.41 (+1.12%)

USD 0.37B
ACIM SPDR MSCI ACWI IMI 0.77 % 0.25 %

+0.16 (+1.12%)

USD 0.16B
VT Vanguard Total World Stoc.. 0.72 % 0.09 %

+0.23 (+1.12%)

USD 11.60B
SCIU Global X Scientific Beta .. 0.64 % 0.19 %

+0.07 (+1.12%)

N/A
PHDG Invesco S&P 500 Downside .. 0.00 % 0.38 %

+0.13 (+1.12%)

USD 0.02B

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