The company's fundamentals are relatively healthy.Its valuation is considered fairly valued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Buy.Despite an average stock market performance, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
JPMorgan Chase & Co. is a prominent American multinational finance corporation headquartered in New York City and incorporated in Delaware. As of 2024, it stands as the largest bank in the United States and the world's foremost bank by market capitalization. Recognized as the largest among the Big Four banks in America, the firm is deemed systemically important by the Financial Stability Board. Its considerable size and scale frequently result in heightened regulatory scrutiny, along with the maintenance of an internal "Fortress Balance Sheet." The company's headquarters are located in Midtown Manhattan, with plans to return to the new JPMorgan Chase Building under construction at 270 Park Avenue in November 2025.
JPMorgan Chase was formed in 2000 through the merger of two New York City institutions, J.P. Morgan & Co. and Chase Manhattan Company. Tracing its roots back to 1799, the firm's early history began with the establishment of what would eventually become the Bank of the Manhattan Company. J.P. Morgan & Co. was founded in 1871 by American financier J. P. Morgan, who inaugurated the House of Morgan at 23 Wall Street as a national provider of commercial, investment, and private banking services. Presently, the firm is a leading provider of investment banking solutions, encompassing corporate advisory, mergers and acquisitions, sales and trading, and public offerings. Its private banking and asset management divisions rank among the largest globally concerning total assets, while its retail banking and credit card services are offered under the Chase brand in both the U.S. and the United Kingdom.
As of 2024, JPMorgan Chase ranks as the world's fifth-largest bank by total assets, boasting $4.36 trillion in assets. The firm is recognized for operating the largest investment bank globally by revenue and occupies the 24th position on the Fortune 500 list of the largest corporations in the U.S. by revenue. In 2023, JPMorgan Chase was named the top firm in the Forbes Global 2000 rankings. The company’s strong balance sheet, extensive geographic presence, and influential thought leadership have contributed to a significant market share in the banking sector and a high level of customer loyalty. However, it often faces criticism regarding its risk management practices, broad financing activities, and substantial legal settlements.
The company's current financial score is 6.40, which is lower than the Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 44.72B, representing a year-over-year increase of 6.65%, while its net profit experienced a year-over-year increase of 10.62%.
The company’s current valuation score is 5.60, which is higher than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 15.32, which is -21.49% below the recent high of 12.03 and 31.46% above the recent low of 10.50.
The company’s current earnings forecast score is 7.15, which is lower than the Banking & Investment Services industry's average of 7.34. The average price target for JPMorgan Chase & Co is 307.00, with a high of 350.00 and a low of 239.12.
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
The company’s current price momentum score is 9.42, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 305.49 and the support level at 288.66, making it suitable for range-bound swing trading.
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The company’s current institutional recognition score is 7.00, which is higher than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 75.09%, representing a quarter-over-quarter increase of 0.06%. The largest institutional shareholder is The Vanguard, holding a total of 270.70M shares, representing 9.84% of shares outstanding, with 2.22% increase in holdings.
The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.66, which is higher than the Banking & Investment Services industry's average of 5.16. The company's beta value is 1.13. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
