JPM:NYE-JP Morgan Chase & Co.

EQUITY | Banks | New York Stock Exchange

Last Closing

USD 110.71

Change

+1.49 (+1.36)%

Market Cap

USD 279.91B

Volume

0.01B

Analyst Target

USD 118.35
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: 2019-06-18 )

Largest Industry Peers for Banks

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

N/A

USD 21,450.55B
BAC Bank of America Corporation

N/A

USD 280.02B
WFC Wells Fargo & Company

N/A

USD 212.85B
HSBC HSBC Holdings plc.

N/A

USD 168.87B
C Citigroup Inc.

N/A

USD 165.97B
ASB.P.D Associated Banc-Corp Depositar..

N/A

USD 152.71B
RY Royal Bank Of Canada

N/A

USD 114.85B
HDB HDFC Bank Limited

N/A

USD 114.73B
TD Toronto Dominion Bank (The)

N/A

USD 107.42B
ITUB Itau Unibanco Banco Holding SA..

N/A

USD 95.00B

ETFs Containing JPM

IYG iShares U.S. Financial Se.. 11.97 % 0.42 %

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USD 1.25B
XLF SPDR Select Sector Fund -.. 11.30 % 0.13 %

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USD 25.09B
FINU ProShares UltraPro Financ.. 9.89 % 0.95 %

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USD 0.03B
VFH Vanguard Financials 9.52 % 0.10 %

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USD 7.61B
FNCL Fidelity MSCI Financials .. 9.45 % 0.08 %

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USD 1.16B
RWW Invesco Exchange-Traded F.. 8.19 % 0.46 %

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USD 0.03B
RWW Invesco Exchange-Traded F.. 8.19 % 0.46 %

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USD 0.03B
KBWB Invesco KBW Bank ETF 7.92 % 0.35 %

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USD 0.55B
FTXO First Trust Nasdaq Bank E.. 7.72 % 0.60 %

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USD 0.15B
ZWK:CA BMO Covered Call US Banks.. 7.14 % 0.00 %

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CAD 0.02B
IYF iShares U.S. Financial 6.74 % 0.42 %

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USD 1.75B
CALL.B:CA Evolve US Banks Enhanced .. 5.71 % 0.68 %

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CAD 2.44M
CALL:CA Evolve US Banks Enhanced .. 5.71 % 0.68 %

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CAD 1.87M
JKF iShares Morningstar Large.. 5.69 % 0.25 %

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USD 0.53B
ZBK:CA BMO Equal Weight US Banks.. 5.64 % 0.37 %

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CAD 0.72B
IXG iShares Global Financial 5.37 % 0.46 %

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USD 0.35B
DFNL Davis Select Financial ET.. 5.05 % 0.64 %

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USD 0.15B
HBF.U:CA Harvest Brand Leaders Plu.. 4.87 % 1.15 %

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CAD 0.02B
HBF:CA Harvest Brand Leaders Plu.. 4.87 % 1.16 %

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CAD 0.14B
BFIN:CA Brompton North American F.. 4.82 % 0.96 %

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CAD 0.02B
FAS Direxion Financial Bull 3.. 4.81 % 1.04 %

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USD 1.49B
DIVO Amplify CWP Enhanced Divi.. 4.50 % 0.94 %

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USD 0.02B
DJD Invesco Dow Jones Industr.. 4.33 % 0.09 %

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USD 0.06B
DUSA Davis Select U.S. Equity .. 4.22 % 0.63 %

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USD 0.20B
UTRN Vesper US Large Cap Short.. 4.08 % 0.00 %

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USD 0.03B
VSL Volshares Large Cap 4.07 % 0.65 %

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USD 1.48M
IWX iShares Russell Top 200 V.. 4.03 % 0.20 %

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USD 0.47B
JHMF John Hancock Multifactor .. 3.96 % 0.47 %

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USD 0.05B
QDYN FlexShares Quality Dynami.. 3.77 % 0.37 %

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USD 0.05B
MGV Vanguard Mega Cap Value 3.65 % 0.07 %

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USD 2.54B
VYM Vanguard High Dividend Yi.. 3.64 % 0.06 %

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USD 25.04B
EZY EZY 3.60 % 0.38 %

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USD 0.04B
EQRR ProShares Equities for Ri.. 3.31 % 0.35 %

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USD 3.32M
VOOV Vanguard S&P 500 Value 3.27 % 0.15 %

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USD 1.03B
SPYV SPDR Series Trust Portfol.. 3.20 % 0.06 %

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USD 3.01B
IVE iShares S&P 500 Value 3.20 % 0.18 %

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USD 15.79B
HAZ.A:CA Horizons Active Global Di.. 3.08 % 1.76 %

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CAD 7.25M
SCHV Schwab U.S. Large-Cap Val.. 3.08 % 0.04 %

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USD 6.09B
VTV Vanguard Value 3.03 % 0.04 %

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USD 49.70B
IUSV iShares Core S&P U.S. Val.. 2.98 % 0.04 %

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USD 5.83B
NACP Impact Shares Trust I NAA.. 2.96 % 0.00 %

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USD 2.22M
ESG FlexShares STOXX US ESG I.. 2.93 % 0.42 %

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USD 0.03B
FDVV Fidelity High Dividend 2.92 % 0.30 %

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USD 0.36B
XLG Invesco S&P 500 Top 50 2.92 % 0.00 %

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USD 0.85B
DGRO iShares Core Dividend Gro.. 2.89 % 0.08 %

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USD 7.98B
DBLV AdvisorShares DoubleLine .. 2.88 % 0.87 %

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USD 0.06B
IOO iShares Global 100 2.86 % 0.40 %

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USD 2.02B
WOMN Impact Shares Trust I ETF.. 2.84 % 0.00 %

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USD 4.23M
VONV Vanguard Russell 1000 Val.. 2.79 % 0.12 %

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USD 1.97B
FTLS First Trust Long/Short Eq.. 2.78 % 1.59 %

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USD 0.20B
HAU:CA Horizons Active US Divide.. 2.76 % 0.79 %

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CAD 6.72M
FCUD:CA Fidelity U.S. High Divide.. 2.71 % 0.00 %

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CAD 0.12B
IWD iShares Russell 1000 Valu.. 2.67 % 0.19 %

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USD 39.82B
HEA.A:CA Horizons Enhanced Income .. 2.46 % 1.61 %

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CAD 3.35M
DLN WisdomTree U.S. LargeCap .. 2.43 % 0.28 %

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USD 2.14B
EPS WisdomTree U.S. LargeCap .. 2.42 % 0.28 %

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USD 0.28B
OEF iShares S&P 100 2.34 % 0.20 %

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USD 5.21B
FDRR Fidelity Dividend ETF for.. 2.25 % 0.30 %

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USD 0.37B
RFDA RiverFront Dynamic US Div.. 2.25 % 0.52 %

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USD 0.13B
QUS:CA AGFiQ Enhanced Core US Eq.. 2.24 % 0.45 %

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CAD 0.15B
FCRR:CA Fidelity U.S. Dividend fo.. 2.16 % 0.00 %

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CAD 0.06B
ESGL Invesco Exchange-Traded S.. 2.12 % 0.40 %

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USD 0.02B
EXT WisdomTree U.S. Total Mar.. 2.09 % 0.28 %

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USD 0.09B
DTD WisdomTree U.S. Total Div.. 2.03 % 0.28 %

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USD 0.70B
JUST Goldman Sachs JUST U.S. L.. 1.98 % 0.20 %

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USD 0.13B
PRID InsightShares LGBT Employ.. 1.95 % 0.65 %

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USD 2.79M
RWCD Direxion MSCI Cyclicals O.. 1.91 % 0.00 %

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USD 0.02B
CLU.C:CA iShares US Fundamental In.. 1.89 % 0.74 %

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CAD 0.12B
CLU:CA iShares US Fundamental In.. 1.89 % 0.72 %

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CAD 0.16B
FVAL Fidelity Value Factor 1.89 % 0.30 %

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USD 0.14B
SPXT ProShares S&P 500 Ex-Tech.. 1.88 % 0.27 %

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USD 3.31M
ESGG FlexShares STOXX Global E.. 1.88 % 0.42 %

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USD 0.09B
PRF Invesco FTSE RAFI US 1000 1.82 % 0.39 %

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USD 5.50B
IWL iShares Russell Top 200 1.82 % 0.15 %

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USD 0.25B
FDMO Fidelity Momentum Factor 1.81 % 0.30 %

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USD 0.12B
MGC Vanguard Mega Cap 1.78 % 0.07 %

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USD 1.97B
SPXV ProShares S&P 500 Ex-Heal.. 1.73 % 0.27 %

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USD 1.53M
RFFC RiverFront Dynamic US Fle.. 1.72 % 0.52 %

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USD 0.14B
VLU SPDR S&P 1500 Value Tilt 1.68 % 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 0.11B
RALS ProShares RAFI Long Short 1.66 % 0.95 %

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USD 7.96M
DHVW Diamond Hill Valuation-We.. 1.59 % 0.10 %

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USD 0.02B
SPXE ProShares S&P 500 Ex-Ener.. 1.56 % 0.27 %

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USD 7.33M
TPU:CA TD U.S. Equity Index ETF 1.55 % 0.11 %

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CAD 0.03B
SPYX SPDR S&P 500 Fossil Fuel .. 1.54 % 0.20 %

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USD 0.37B
VIXH First Trust CBOE S&P 500 .. 1.52 % 0.60 %

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USD 5.21M
PBP Invesco S&P 500 BuyWrite 1.50 % 0.75 %

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USD 0.33B
ZSP:CA BMO S&P 500 Index ETF 1.49 % 0.09 %

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CAD 6.22B
ZSP.U:CA BMO S&P 500 Index ETF 1.49 % 0.09 %

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CAD 0.30B
IVV iShares Core S&P 500 1.48 % 0.04 %

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USD 182.40B
VOO Vanguard S&P 500 1.48 % 0.03 %

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USD 118.81B
XUS:CA iShares Core S&P 500 Inde.. 1.48 % 0.11 %

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CAD 1.87B
QUU:CA Mackenzie US Large Cap Eq.. 1.48 % 0.09 %

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CAD 0.19B
SPY SPDR S&P 500 1.48 % 0.09 %

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USD 280.50B
DMRL DeltaShares S&P 500 Manag.. 1.47 % 0.35 %

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USD 0.43B
XSP:CA iShares Core S&P 500 Inde.. 1.47 % 0.11 %

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CAD 4.81B
VV Vanguard Large-Cap 1.47 % 0.04 %

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USD 14.87B
CATH Global X S&P 500 Catholic.. 1.47 % 0.29 %

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USD 0.27B
SPLG SPDR Series Trust Portfol.. 1.46 % 0.04 %

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USD 2.64B
FLAM:CA Franklin FTSE U.S. Index .. 1.45 % 0.00 %

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CAD 0.29B
XSUS:CA iShares ESG MSCI USA Inde.. 1.41 % 0.00 %

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CAD 4.15M
ONEK SPDR Russell 1000 1.41 % 0.10 %

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USD 0.16B
ESGU iShares ESG MSCI USA ETF 1.39 % 0.15 %

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USD 0.26B
SCHX Schwab U.S. Large-Cap 1.36 % 0.03 %

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USD 17.61B
SPTM SPDR Portfolio Total Stoc.. 1.32 % 0.04 %

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USD 3.61B
VONE Vanguard Russell 1000 ETF 1.32 % 0.12 %

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USD 1.19B
IWB iShares Russell 1000 1.32 % 0.15 %

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USD 21.11B
GHS REX Gold Hedged S&P 500 1.31 % 0.48 %

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SCHK Schwab 1000 Index 1.31 % 0.05 %

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USD 0.85B
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 1.23B
FNDX Schwab Fundamental U.S. L.. 1.29 % 0.25 %

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USD 5.25B
USDY Pacific Global US Equity .. 1.28 % 0.00 %

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USD 0.03B
VTHR Vanguard Russell 3000 ETF 1.27 % 0.15 %

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USD 0.47B
XUU:CA iShares Core S&P U.S. Tot.. 1.26 % 0.07 %

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CAD 1.51B
VTI Vanguard Total Stock Mark.. 1.25 % 0.03 %

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USD 119.49B
XUH:CA iShares Core S&P U.S. Tot.. 1.25 % 0.07 %

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CAD 0.08B
SFY SoFi Select 500 1.23 % 0.00 %

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USD 0.05B
SCHB Schwab U.S. Broad Market 1.23 % 0.03 %

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USD 15.81B
ITOT iShares Core S&P Total U... 1.23 % 0.03 %

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USD 21.66B
IWV iShares Russell 3000 1.23 % 0.20 %

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USD 9.66B
FNDB Schwab Fundamental U.S. B.. 1.19 % 0.25 %

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USD 0.29B
TILT FlexShares Mornigstar US .. 1.15 % 0.25 %

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USD 1.24B
GSLC Goldman Sachs ActiveBeta .. 1.14 % 0.09 %

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USD 5.36B
MULC:CA Manulife Multifactor U.S... 1.05 % 0.45 %

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CAD 9.11M
MULC.B:CA Manulife Multifactor U.S... 1.05 % 0.39 %

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CAD 0.13B
JHML John Hancock Multifactor .. 1.04 % 0.34 %

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USD 0.93B
TOK iShares MSCI Kokusai 0.96 % 0.25 %

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USD 0.14B
XWD:CA iShares MSCI World Index .. 0.93 % 0.47 %

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CAD 0.72B
PHDG Invesco S&P 500 Downside .. 0.90 % 0.38 %

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USD 0.04B
URTH Ishares MSCI World Index .. 0.88 % 0.24 %

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USD 0.64B
XMX WisdomTree Global ex-Mexi.. 0.80 % 0.26 %

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USD 3.00M
CRBN iShares MSCI ACWI Low Car.. 0.78 % 0.20 %

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USD 0.46B
LOWC SPDR MSCI ACWI Low Carbon.. 0.78 % 0.20 %

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USD 0.07B
ACWI iShares MSCI ACWI Index F.. 0.78 % 0.31 %

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USD 10.93B
ACIM SPDR MSCI ACWI IMI 0.77 % 0.25 %

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USD 0.19B
XAW:CA iShares Core MSCI All Cou.. 0.73 % 0.22 %

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CAD 1.04B
VT Vanguard Total World Stoc.. 0.70 % 0.09 %

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USD 12.69B
AOA iShares Core Aggressive A.. 0.57 % 0.18 %

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USD 0.95B
AOR iShares Core Growth Alloc.. 0.42 % 0.18 %

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USD 1.32B
UYG ProShares Ultra Financial.. 0.00 % 0.95 %

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USD 0.82B

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 13.41% 72% C- 60% D-
Dividend Return 1.64% 28% F 52% F
Total Return 15.05% 71% C- 60% D-
Trailing 12 Months  
Capital Gain 2.34% 77% C+ 65% D
Dividend Return 2.74% 26% F 45% F
Total Return 5.07% 61% D- 61% D-
Trailing 5 Years  
Capital Gain 91.61% 96% A 91% A-
Dividend Return 18.07% 48% F 60% D-
Total Return 109.67% 96% A 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 17.15% 93% A 90% A-
Dividend Return 19.88% 96% A 91% A-
Total Return 2.73% 34% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 18.73% 40% F 38% F
Risk Adjusted Return 106.14% 81% B- 89% B+
Market Capitalization 279.91B 99% 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 44% F 52% F
Price/Book Ratio 1.57 28% F 46% F
Price / Cash Flow Ratio 4.91 9% F 24% F
Price/Free Cash Flow Ratio 7.52 49% F 60% D-
Management Effectiveness  
Return on Equity 12.76% 81% B- 69% D+
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.25% 70% C- 38% F
Debt to Equity Ratio 145.75% 34% F 25% 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.

Positive cash flow

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

Positive free cash flow

The company had positive total free 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 earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Low Revenue Growth

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