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)

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Relative Returns (From:    To: 2019-06-18 )

Largest Industry Peers for Banks

ETFs Containing JPM

VQT Barclays ETN+ S&P VEQTOR .. 0.00 % 0.00 %

+0.39 (+1.00%)

USD 0.02B
VT Vanguard Total World Stoc.. 0.00 % 0.09 %

+0.78 (+1.00%)

USD 12.50B
VTHR Vanguard Russell 3000 Ind.. 0.00 % 0.15 %

+1.32 (+1.00%)

USD 0.46B
VTI Vanguard Total Stock Mark.. 0.00 % 0.03 %

+1.48 (+1.00%)

USD 116.31B
VOOV Vanguard S&P 500 Value In.. 0.00 % 0.15 %

+1.10 (+1.00%)

USD 1.01B
VOO Vanguard S&P 500 ETF 0.00 % 0.03 %

+2.63 (+1.00%)

USD 115.64B
VLU SPDR S&P 1500 Value Tilt .. 0.00 % 0.13 %

+1.09 (+1.00%)

USD 0.02B
VONE Vanguard Russell 1000 Ind.. 0.00 % 0.12 %

+1.34 (+1.00%)

USD 1.17B
VONV Vanguard Russell 1000 Val.. 0.00 % 0.12 %

+0.81 (+1.00%)

USD 2.33B
VTV Vanguard Value Index Fund.. 0.00 % 0.04 %

+1.03 (+1.00%)

USD 49.02B
VV Vanguard Large-Cap Index .. 0.00 % 0.04 %

+1.39 (+1.00%)

USD 14.52B
XUH:CA iShares Core S&P U.S... 0.00 % 0.07 %

+0.05 (+1.00%)

CAD 0.08B
XUS:CA iShares Core S&P 500 .. 0.00 % 0.11 %

+0.42 (+1.00%)

CAD 1.82B
XUU:CA iShares Core S&P U.S... 0.00 % 0.07 %

+0.24 (+1.00%)

CAD 1.48B
XWD:CA iShares MSCI World Index .. 0.00 % 0.47 %

+0.37 (+1.00%)

CAD 0.80B
XSP:CA iShares Core S&P 500 .. 0.00 % 0.11 %

+0.29 (+1.00%)

CAD 4.69B
XLG Invesco S&P 500 Top 50 ET.. 0.00 % 0.20 %

+2.48 (+1.00%)

USD 0.82B
VYM Vanguard High Dividend Yi.. 0.00 % 0.06 %

+0.60 (+1.00%)

USD 24.51B
XAW:CA iShares Core MSCI All Cou.. 0.00 % 0.22 %

+0.20 (+1.00%)

CAD 1.01B
XLF Financial Select Sector S.. 0.00 % 0.13 %

+0.40 (+1.00%)

USD 24.02B
VIXH 0.00 % 0.60 %

N/A

N/A
VFH Vanguard Financials Index.. 0.00 % 0.10 %

+0.88 (+1.00%)

USD 7.43B
SPXT ProShares S&P 500 ex-Tech.. 0.00 % 0.27 %

+0.54 (+1.00%)

USD 3.31M
SPXU ProShares UltraPro Short .. 0.00 % 0.91 %

-0.73 (1.00%)

USD 0.55B
SPXV ProShares S&P 500 ex-Heal.. 0.00 % 0.27 %

+0.53 (+1.00%)

USD 1.53M
SPY SPDR S&P 500 ETF 0.00 % 0.09 %

+2.93 (+1.00%)

USD 270.24B
SPXS Direxion Daily S&P 500 Be.. 0.00 % 0.95 %

-0.52 (1.00%)

USD 0.43B
SPXE ProShares S&P 500 ex-Ener.. 0.00 % 0.27 %

+0.64 (+1.00%)

USD 7.14M
SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

-0.37 (1.00%)

USD 0.02B
SPFF Global X SuperIncome Pref.. 0.00 % 0.58 %

-0.02 (1.00%)

USD 0.19B
SPLX 0.00 % 0.00 %

N/A

N/A
SPYV SPDR Portfolio S&P 500 Va.. 0.00 % 0.06 %

+0.31 (+1.00%)

USD 2.86B
SPYX SPDR S&P 500 Fossil Fuel .. 0.00 % 0.20 %

+0.80 (+1.00%)

USD 0.36B
UPRO ProShares UltraPro S&P500 0.00 % 0.92 %

+1.63 (+1.00%)

USD 1.32B
URTH iShares MSCI World ETF 0.00 % 0.24 %

+0.92 (+1.00%)

USD 0.63B
UYG ProShares Ultra Financial.. 0.00 % 0.95 %

+0.95 (+1.00%)

USD 0.80B
TPU:CA TD U.S. Equity Index ETF 0.00 % 0.11 %

+0.12 (+1.00%)

CAD 0.03B
TOK iShares MSCI Kokusai ETF 0.00 % 0.25 %

+0.67 (+1.00%)

USD 0.14B
SSO ProShares Ultra S&P500 0.00 % 0.90 %

+2.46 (+1.00%)

USD 2.40B
TILT FlexShares Morningstar US.. 0.00 % 0.25 %

+1.15 (+1.00%)

USD 1.24B
THRK 0.00 % 0.10 %

N/A

N/A
YLD Principal Active Income E.. 0.00 % 0.65 %

+0.13 (+1.00%)

USD 0.22B
ZBK:CA BMO Equal Weight US Banks.. 0.00 % 0.37 %

+0.53 (+1.00%)

CAD 0.72B
JUST Goldman Sachs JUST U.S. L.. 0.00 % 0.20 %

+0.43 (+1.00%)

USD 0.13B
NACP Impact Shares NAACP Minor.. 0.00 % 0.00 %

+0.22 (+1.00%)

USD 2.22M
NTSX WisdomTree 90/60 U.S. Bal.. 0.00 % 0.00 %

+0.14 (+1.00%)

USD 5.43M
WOMN Impact Shares YWCA Women'.. 0.00 % 0.00 %

+0.22 (+1.00%)

USD 4.12M
RUBY:CA RBC U.S. Banks Yield Inde.. 0.00 % 0.33 %

+0.26 (+1.00%)

CAD 0.01B
DIVO Amplify CWP Enhanced Divi.. 0.00 % 0.94 %

+0.10 (+1.00%)

USD 0.02B
EQRR ProShares Equities for Ri.. 0.00 % 0.35 %

+0.65 (+1.00%)

USD 3.29M
QUU:CA Mackenzie US Large Cap Eq.. 0.00 % 0.09 %

+0.77 (+1.00%)

CAD 0.19B
VETS Pacer Military Times Best.. 0.00 % 0.60 %

N/A

USD 2.90M
FCRR:CA Fidelity U.S. Dividend fo.. 0.00 % 0.39 %

+0.23 (+1.00%)

CAD 0.06B
FCUD:CA Fidelity U.S. High Divide.. 0.00 % 0.39 %

+0.18 (+1.00%)

CAD 0.12B
FLAM:CA Franklin FTSE U.S. Index .. 0.00 % 0.00 %

N/A

CAD 0.28B
XSUS:CA iShares ESG MSCI USA Inde.. 0.00 % 0.00 %

N/A

CAD 4.07M
SFY SoFi Select 500 ETF 0.00 % 0.00 %

+0.13 (+1.00%)

USD 0.05B
SNPE Xtrackers S&P 500 ESG ETF 0.00 % 0.00 %

+0.26 (+1.00%)

USD 0.03B
ZWK:CA BMO Covered Call US Banks.. 0.00 % 0.00 %

+0.39 (+1.00%)

CAD 0.01B
RWCD Direxion MSCI Cyclicals O.. 0.00 % 0.00 %

+0.76 (+1.00%)

USD 0.02B
DBLV AdvisorShares DoubleLine .. 0.00 % 0.87 %

+0.88 (+1.00%)

USD 0.06B
BFIN:CA Brompton North American F.. 0.00 % 0.96 %

+0.16 (+1.00%)

CAD 0.02B
DURA VanEck Vectors Morningsta.. 0.00 % 0.00 %

+0.25 (+1.00%)

USD 9.82M
FTXO First Trust Nasdaq Bank E.. 0.00 % 0.60 %

+0.45 (+1.00%)

USD 0.15B
ESGU iShares MSCI USA ESG Opti.. 0.00 % 0.15 %

+0.68 (+1.00%)

USD 0.25B
HBF.U:CA 0.00 % 1.15 %

N/A

N/A
MULC.B:CA 0.00 % 0.39 %

N/A

N/A
CALL:CA Evolve US Banks Enhanced .. 0.00 % 0.68 %

+1.00 (+1.00%)

CAD 1.78M
CALL 0.00 % 0.68 %

N/A

N/A
QUS:CA AGFiQ Enhanced Core U.S. .. 0.00 % 0.45 %

+0.18 (+1.00%)

CAD 0.15B
MULC:CA Manulife Multifactor U.S... 0.00 % 0.45 %

N/A

CAD 8.90M
ZSP.U:CA 0.00 % 0.09 %

N/A

N/A
ZSP:CA BMO S&P 500 Index ETF.. 0.00 % 0.09 %

+0.39 (+1.00%)

CAD 6.06B
HBF:CA Harvest Brand Leaders Plu.. 0.00 % 1.16 %

+0.04 (+1.00%)

CAD 0.14B
XMX WisdomTree Global ex-Mexi.. 0.00 % 0.26 %

+0.31 (+1.00%)

USD 3.00M
SCHK Schwab 1000 ETF 0.00 % 0.05 %

+0.29 (+1.00%)

USD 0.83B
DUSA Davis Select U.S. Equity .. 0.00 % 0.63 %

+0.33 (+1.00%)

USD 0.20B
ESG FlexShares STOXX US ESG I.. 0.00 % 0.42 %

+0.63 (+1.00%)

USD 0.03B
ESGG FlexShares STOXX Global E.. 0.00 % 0.42 %

+1.06 (+1.00%)

USD 0.08B
DFNL Davis Select Financial ET.. 0.00 % 0.64 %

+0.27 (+1.00%)

USD 0.15B
PRID InsightShares LGBT Employ.. 0.00 % 0.65 %

+0.28 (+1.00%)

USD 1.35M
SPTM SPDR Portfolio Total Stoc.. 0.00 % 0.04 %

+0.32 (+1.00%)

USD 3.46B
DMRL DeltaShares S&P 500 Manag.. 0.00 % 0.35 %

+0.40 (+1.00%)

USD 0.42B
SPLG SPDR Portfolio Large Cap .. 0.00 % 0.04 %

+0.32 (+1.00%)

USD 2.55B
SH ProShares Short S&P500 0.00 % 0.89 %

-0.26 (1.00%)

USD 1.79B
SEF ProShares Short Financial.. 0.00 % 0.95 %

-0.20 (1.00%)

USD 0.02B
FNDX Schwab Fundamental U.S. L.. 0.00 % 0.25 %

+0.36 (+1.00%)

USD 5.11B
FTLS First Trust Long/Short Eq.. 0.00 % 1.59 %

+0.25 (+1.00%)

USD 0.18B
FVAL Fidelity Value Factor ETF 0.00 % 0.30 %

+0.48 (+1.00%)

USD 0.14B
GHS 0.00 % 0.48 %

N/A

N/A
FNDB Schwab Fundamental U.S. B.. 0.00 % 0.25 %

+0.36 (+1.00%)

USD 0.28B
FNCL Fidelity MSCI Financials .. 0.00 % 0.08 %

+0.52 (+1.00%)

USD 1.14B
FDVV Fidelity High Dividend ET.. 0.00 % 0.30 %

+0.23 (+1.00%)

USD 0.35B
FINU ProShares UltraPro Financ.. 0.00 % 0.95 %

+3.41 (+1.00%)

USD 0.03B
FINZ ProShares UltraPro Short .. 0.00 % 0.95 %

-0.18 (1.00%)

USD 1.22M
GSLC Goldman Sachs ActiveBeta .. 0.00 % 0.09 %

+0.55 (+1.00%)

USD 5.09B
GVIP Goldman Sachs Hedge Indus.. 0.00 % 0.45 %

+0.83 (+1.00%)

USD 0.08B
ITOT iShares Core S&P Total U... 0.00 % 0.03 %

+0.66 (+1.00%)

USD 21.27B
IUSV iShares Core S&P U.S. Val.. 0.00 % 0.04 %

+0.56 (+1.00%)

USD 5.67B
IVE iShares S&P 500 Value ETF 0.00 % 0.18 %

+1.11 (+1.00%)

USD 15.50B
IWB iShares Russell 1000 ETF 0.00 % 0.15 %

+1.58 (+1.00%)

USD 20.32B
IOO iShares Global 100 ETF 0.00 % 0.40 %

+0.43 (+1.00%)

USD 1.99B
HSPX Global X S&P 500 Covered .. 0.00 % 0.65 %

+0.55 (+1.00%)

USD 0.10B
HAZ 0.00 % 1.76 %

N/A

N/A
HDG ProShares Hedge Replicati.. 0.00 % 0.95 %

+0.15 (+1.00%)

USD 0.03B
HEA.A:CA 0.00 % 1.61 %

N/A

N/A
FDRR Fidelity Dividend ETF for.. 0.00 % 0.30 %

+0.27 (+1.00%)

USD 0.37B
FDMO Fidelity Momentum Factor .. 0.00 % 0.30 %

+0.23 (+1.00%)

USD 0.11B
CLU 0.00 % 0.74 %

N/A

N/A
CLU:CA 0.00 % 0.72 %

N/A

N/A
CRBN iShares MSCI ACWI Low Car.. 0.00 % 0.20 %

+1.21 (+1.00%)

USD 0.45B
DGRO iShares Core Dividend Gro.. 0.00 % 0.08 %

+0.33 (+1.00%)

USD 7.71B
CATH Global X S&P 500 Catholic.. 0.00 % 0.29 %

+0.43 (+1.00%)

USD 0.26B
BWV 0.00 % 0.75 %

N/A

N/A
ALFA 0.00 % 0.65 %

N/A

N/A
AOA iShares Core Aggressive A.. 0.00 % 0.18 %

+0.40 (+1.00%)

USD 0.95B
AOR iShares Core Growth Alloc.. 0.00 % 0.18 %

+0.18 (+1.00%)

USD 1.32B
DHVW 0.00 % 0.10 %

N/A

N/A
DJD Invesco Dow Jones Industr.. 0.00 % 0.09 %

+0.34 (+1.00%)

USD 0.06B
FAS Direxion Daily Financial .. 0.00 % 1.04 %

+2.13 (+1.00%)

USD 1.44B
FAZ Direxion Daily Financial .. 0.00 % 0.95 %

-1.07 (1.00%)

USD 0.17B
FAZZ 0.00 % 0.45 %

N/A

N/A
EXT WisdomTree U.S. Total Ear.. 0.00 % 0.28 %

+0.36 (+1.00%)

USD 0.10B
ESGL Invesco ESG Revenue ETF 0.00 % 0.40 %

+0.42 (+1.00%)

USD 0.03B
DLN WisdomTree U.S. LargeCap .. 0.00 % 0.28 %

+0.78 (+1.00%)

USD 2.10B
DTD WisdomTree U.S. Total Div.. 0.00 % 0.28 %

+0.77 (+1.00%)

USD 0.69B
EPS WisdomTree U.S. Earnings .. 0.00 % 0.28 %

+0.30 (+1.00%)

USD 0.26B
IWD iShares Russell 1000 Valu.. 0.00 % 0.19 %

+0.98 (+1.00%)

USD 43.70B
IWL iShares Russell Top 200 E.. 0.00 % 0.15 %

+0.75 (+1.00%)

USD 0.24B
RALS ProShares RAFI Long/Short 0.00 % 0.95 %

-0.02 (1.00%)

USD 8.01M
RFDA RiverFront Dynamic US Div.. 0.00 % 0.52 %

+0.29 (+1.00%)

USD 0.13B
RFFC RiverFront Dynamic US Fle.. 0.00 % 0.52 %

+0.34 (+1.00%)

USD 0.14B
ROLA 0.00 % 0.00 %

N/A

N/A
QDYN FlexShares Quality Divide.. 0.00 % 0.37 %

+0.46 (+1.00%)

USD 0.05B
QDF FlexShares Quality Divide.. 0.00 % 0.37 %

+0.46 (+1.00%)

USD 1.72B
PHDG Invesco S&P 500 Downside .. 0.00 % 0.38 %

+0.08 (+1.00%)

USD 0.04B
PRF Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

+1.11 (+1.00%)

USD 5.51B
PSK SPDR Wells Fargo Preferre.. 0.00 % 0.45 %

-0.01 (1.00%)

USD 0.83B
RWW Invesco S&P Financials Re.. 0.00 % 0.00 %

+0.82 (+1.00%)

USD 0.03B
RWW Invesco S&P Financials Re.. 0.00 % 0.69 %

+0.82 (+1.00%)

USD 0.03B
SCHX Schwab U.S. Large-Cap ETF 0.00 % 0.03 %

+0.65 (+1.00%)

USD 16.99B
SDS ProShares UltraShort S&P5.. 0.00 % 0.89 %

-0.60 (1.00%)

USD 0.99B
SFLA 0.00 % 0.00 %

N/A

N/A
SCHV Schwab U.S. Large-Cap Val.. 0.00 % 0.04 %

+0.48 (+1.00%)

USD 5.98B
SCHB Schwab U.S. Broad Market .. 0.00 % 0.03 %

+0.73 (+1.00%)

USD 15.36B
RWW Invesco S&P Financials Re.. 0.00 % 0.46 %

+0.82 (+1.00%)

USD 0.03B
RWW Invesco S&P Financials Re.. 0.00 % 0.00 %

+0.82 (+1.00%)

USD 0.03B
RWW Invesco S&P Financials Re.. 0.00 % 0.46 %

+0.82 (+1.00%)

USD 0.03B
PGX Invesco Preferred ETF 0.00 % 0.50 %

-0.02 (1.00%)

USD 5.11B
PGF Invesco Financial Preferr.. 0.00 % 0.62 %

+0.01 (+1.00%)

USD 1.49B
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

+1.21 (+1.00%)

USD 1.73B
IYY iShares Dow Jones U.S. ET.. 0.00 % 0.20 %

+1.43 (+1.00%)

USD 1.20B
JHMF John Hancock Multifactor .. 0.00 % 0.47 %

+0.45 (+1.00%)

USD 0.05B
JHML John Hancock Multifactor .. 0.00 % 0.34 %

+0.32 (+1.00%)

USD 0.91B
IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

+2.11 (+1.00%)

USD 1.24B
IWX iShares Russell Top 200 V.. 0.00 % 0.20 %

+0.50 (+1.00%)

USD 0.51B
IVV iShares Core S&P 500 ETF 0.00 % 0.04 %

+2.93 (+1.00%)

USD 176.25B
IWV iShares Russell 3000 ETF 0.00 % 0.00 %

+1.74 (+1.00%)

USD 9.47B
IXG iShares Global Financials.. 0.00 % 0.46 %

+0.92 (+1.00%)

USD 0.35B
JKF iShares Morningstar Large.. 0.00 % 0.25 %

+0.83 (+1.00%)

USD 0.52B
KBWB Invesco KBW Bank ETF 0.00 % 0.35 %

+0.99 (+1.00%)

USD 0.56B
PBP Invesco S&P 500 BuyWrite .. 0.00 % 0.53 %

+0.18 (+1.00%)

USD 0.32B
PFF iShares Preferred and Inc.. 0.00 % 0.46 %

N/A

USD 15.40B
PFI Invesco DWA Financial Mom.. 0.00 % 0.60 %

+0.20 (+1.00%)

USD 0.07B
ONEK 0.00 % 0.10 %

N/A

N/A
OEF iShares S&P 100 ETF 0.00 % 0.20 %

+1.42 (+1.00%)

USD 5.06B
LOWC SPDR MSCI ACWI Low Carbon.. 0.00 % 0.20 %

+0.90 (+1.00%)

USD 0.07B
MGC Vanguard Mega Cap Index F.. 0.00 % 0.07 %

+1.07 (+1.00%)

USD 1.91B
MGV Vanguard Mega Cap Value I.. 0.00 % 0.07 %

+0.75 (+1.00%)

USD 2.50B
ACWI iShares MSCI ACWI ETF 0.00 % 0.31 %

+0.74 (+1.00%)

USD 10.76B

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