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JPMorgan Chase & Co

JPM
315.210USD
+0.170+0.05%
Close 12/08, 16:00ETQuotes delayed by 15 min
858.08BMarket Cap
15.58P/E TTM

JPMorgan Chase & Co

315.210
+0.170+0.05%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of JPMorgan Chase & Co

Currency: USD Updated: 2025-12-05

Key Insights

JPMorgan Chase & Co's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 26/404 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 324.88.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, 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's Score

Industry at a Glance

Industry Ranking
26 / 404
Overall Ranking
52 / 4582
Industry
Banking Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Analyst Rating

Based on 26 analysts
Buy
Current Rating
324.876
Target Price
+3.12%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

JPMorgan Chase & Co Highlights

StrengthsRisks

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.

Industry Leader
The company's revenue leads the industry, with the latest annual revenue totaling USD 169.46B.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 32.62% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 169.46B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 24.24%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 24.24%.
Overvalued
The company’s latest PB is 2.52, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 2.03B shares, decreasing 1.36% quarter-over-quarter.
Held by Wasatch Global Investors
Star Investor Wasatch Global Investors holds 19.77K shares of this stock.

Financial Health

Currency: USD Updated: 2025-12-05

The current financial score of JPMorgan Chase & Co is 8.72, ranking 79/404 in the Banking Services industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 46.43B, representing a year-over-year increase of 8.85%, while its net profit experienced a year-over-year increase of 12.01%.

Score

Industry at a Glance

Previous score
8.72
Change
0

Financials

6.34

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.

Quality of Earnings

10.00

Operational Efficiency

10.00

Growth Potential

7.98

Shareholder Returns

9.27

JPMorgan Chase & Co's Company Valuation

Currency: USD Updated: 2025-12-05

The current valuation score of JPMorgan Chase & Co is 8.34, ranking 106/404 in the Banking Services industry. Its current P/E ratio is 15.57, which is 3.88% below the recent high of 16.18 and 48.06% above the recent low of 8.09.

Score

Industry at a Glance

Previous score
8.34
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 26/404
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2025-12-05

The current earnings forecast score of JPMorgan Chase & Co is 7.23, ranking 196/404 in the Banking Services industry. The average price target for JPMorgan Chase & Co is 335.00, with a high of 370.00 and a low of 250.00.

Score

Industry at a Glance

Previous score
7.23
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 26 analysts
Buy
Current Rating
324.876
Target Price
+3.12%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

302
Total
4
Median
5
Average
Company name
Ratings
Analysts
JPMorgan Chase & Co
JPM
26
Wells Fargo & Co
WFC
26
Bank of America Corp
BAC
26
US Bancorp
USB
25
Regions Financial Corp
RF
25
Zions Bancorporation NA
ZION
25
1
2
3
...
61

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-12-05

The current price momentum score of JPMorgan Chase & Co is 9.01, ranking 223/404 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 327.26 and the support level at 297.82, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.09
Change
-0.08

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(2)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
2.478
Buy
RSI(14)
58.899
Neutral
STOCH(KDJ)(9,3,3)
85.879
Overbought
ATR(14)
6.095
High Vlolatility
CCI(14)
94.594
Neutral
Williams %R
12.773
Overbought
TRIX(12,20)
0.047
Sell
StochRSI(14)
84.425
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
313.272
Buy
MA10
309.700
Buy
MA20
308.123
Buy
MA50
306.861
Buy
MA100
302.840
Buy
MA200
279.713
Buy

Institutional Confidence

Currency: USD Updated: 2025-12-05

The current institutional shareholding score of JPMorgan Chase & Co is 7.00, ranking 47/404 in the Banking Services industry. The latest institutional shareholding proportion is 73.90%, representing a quarter-over-quarter decrease of 1.59%. The largest institutional shareholder is The Vanguard, holding a total of 264.61M shares, representing 9.62% of shares outstanding, with 1.52% decrease in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
270.70M
-0.32%
BlackRock Institutional Trust Company, N.A.
132.62M
-2.40%
State Street Investment Management (US)
125.29M
-1.75%
Geode Capital Management, L.L.C.
61.13M
+0.49%
Morgan Stanley Smith Barney LLC
36.40M
-0.09%
Fidelity Management & Research Company LLC
39.30M
-8.29%
Norges Bank Investment Management (NBIM)
35.51M
+2.43%
BofA Global Research (US)
30.13M
+18.72%
Capital International Investors
28.14M
-2.23%
T. Rowe Price Associates, Inc.
Star Investors
24.54M
-0.59%
1
2

Risk Assessment

Currency: USD Updated: 2025-12-05

The current risk assessment score of JPMorgan Chase & Co is 9.82, ranking 6/404 in the Banking Services industry. The company's beta value is 1.07. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
9.82
Change
0
Beta vs S&P 500 index
1.07
VaR
+2.30%
240-Day Maximum Drawdown
+24.89%
240-Day Volatility
+27.14%

Return

Best Daily Return
60 days
+2.35%
120 days
+2.35%
5 years
+11.54%
Worst Daily Return
60 days
-3.41%
120 days
-3.41%
5 years
-7.48%
Sharpe Ratio
60 days
+0.79
120 days
+1.85
5 years
+0.88

Risk Assessment

Maximum Drawdown
240 days
+24.89%
3 years
+24.89%
5 years
+40.65%
Return-to-Drawdown Ratio
240 days
+1.31
3 years
+1.70
5 years
+0.54
Skewness
240 days
-0.63
3 years
+0.17
5 years
+0.14

Volatility

Realised Volatility
240 days
+27.14%
5 years
+25.22%
Standardised True Range
240 days
+1.88%
5 years
+1.20%
Downside Risk-Adjusted Return
120 days
+248.45%
240 days
+248.45%
Maximum Daily Upside Volatility
60 days
+12.87%
Maximum Daily Downside Volatility
60 days
+16.91%

Liquidity

Average Turnover Rate
60 days
+0.30%
120 days
+0.35%
5 years
--
Turnover Deviation
20 days
-22.50%
60 days
-8.74%
120 days
+6.43%

Peer Comparison

Banking Services
JPMorgan Chase & Co
JPMorgan Chase & Co
JPM
8.36 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
East West Bancorp Inc
EWBC
8.97 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
AerCap Holdings NV
AerCap Holdings NV
AER
8.94 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
Wintrust Financial Corp
WTFC
8.93 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
UMB Financial Corp
UMB Financial Corp
UMBF
8.85 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
Credicorp Ltd
BAP
8.84 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more

FAQs

How does TradingKey generate the Stock Score of JPMorgan Chase & Co?

The TradingKey Stock Score provides a comprehensive assessment of JPMorgan Chase & Co based on 34 indicators derived from over 100 underlying data points.
These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of JPMorgan Chase & Co’s performance and outlook.

How do we generate the financial health score of JPMorgan Chase & Co?

To generate the financial health score of JPMorgan Chase & Co, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns.
By integrating these comprehensive data, the financial health score not only reflects JPMorgan Chase & Co's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of JPMorgan Chase & Co.

How do we generate the company valuation score of JPMorgan Chase & Co?

To generate the company valuation score of JPMorgan Chase & Co, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare JPMorgan Chase & Co’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value.
By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of JPMorgan Chase & Co’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of JPMorgan Chase & Co.

How do we generate the earnings forecast score of JPMorgan Chase & Co?

To calculate the earnings forecast score of JPMorgan Chase & Co, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:
Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.
Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.
By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.
Comparing these indicators against peers provides context for the stock’s performance and helps anchor more realistic expectations.
These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on JPMorgan Chase & Co’s future.

How do we generate the price momentum score of JPMorgan Chase & Co?

When generating the price momentum score for JPMorgan Chase & Co, we examine momentum indicators including support and resistance levels as well as volume metrics.
Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.
This comprehensive approach can reflect market sentiment and enable rational forecasts of JPMorgan Chase & Co’s prices. A higher score indicates a more stable short-term price trend for JPMorgan Chase & Co.

How do we generate the institutional confidence score of JPMorgan Chase & Co?

To generate the institutional confidence score of JPMorgan Chase & Co, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about JPMorgan Chase & Co’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of JPMorgan Chase & Co.

How do we generate the risk management score of JPMorgan Chase & Co?

To assess the risk management score of JPMorgan Chase & Co, we examine multiple key indicators related to returns, risk, volatility, and liquidity.
The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.
These indicators together provide a multi-dimensional understanding of JPMorgan Chase & Co’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of JPMorgan Chase & Co.
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