tradingkey.logo

JPMorgan Chase & Co

JPM
301.272USD
+0.962+0.32%
Market hours ETQuotes delayed by 15 min
812.29BMarket Cap
15.02P/E TTM

JPMorgan Chase & Co

301.272
+0.962+0.32%
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: 2026-01-27

Key Insights

JPMorgan Chase & Co's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 128 out of 399 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 338.04.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong 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
128 / 399
Overall Ranking
200 / 4538
Industry
Banking Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Neutral

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 182.45B.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 17.72% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 182.45B.
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 2.36, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 2.03B shares, decreasing 0.88% quarter-over-quarter.
Held by Wasatch Global Investors
Star Investor Wasatch Global Investors holds 19.77K shares of this stock.

Analyst Rating

Based on 27 analysts
Buy
Current Rating
338.043
Target Price
+13.54%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-01-27

The current financial score of JPMorgan Chase & Co is 4.68, ranking 378 out of 399 in the Banking Services industry. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 45.80B, representing a year-over-year increase of 7.08%, while its net profit experienced a year-over-year increase of 7.17%.

Score

Industry at a Glance

Previous score
4.68
Change
0

Financials

6.07

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

2.40

Operational Efficiency

2.86

Growth Potential

7.32

Shareholder Returns

4.74

JPMorgan Chase & Co's Company Valuation

Currency: USD Updated: 2026-01-27

The current valuation score of JPMorgan Chase & Co is 8.34, ranking 105 out of 399 in the Banking Services industry. Its current P/E ratio is 14.97, which is 10.46% below the recent high of 16.54 and 45.98% 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 128/399
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-01-27

The current earnings forecast score of JPMorgan Chase & Co is 7.11, ranking 204 out of 399 in the Banking Services industry. The average price target is 335.00, with a high of 370.00 and a low of 250.00.

Score

Industry at a Glance

Previous score
7.11
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 27 analysts
Buy
Current Rating
338.043
Target Price
+13.54%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

306
Total
4
Median
5
Average
Company name
Ratings
Analysts
JPMorgan Chase & Co
JPM
27
Wells Fargo & Co
WFC
27
Bank of America Corp
BAC
26
US Bancorp
USB
25
PNC Financial Services Group Inc
PNC
24
Zions Bancorporation NA
ZION
24
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: 2026-01-27

The current price momentum score of JPMorgan Chase & Co is 6.80, ranking 326 out of 399 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 326.20 and the support level at 285.46, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.82
Change
-0.02

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(2)
Neutral(2)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
-5.245
Sell
RSI(14)
37.492
Neutral
STOCH(KDJ)(9,3,3)
14.304
Oversold
ATR(14)
7.057
Low Volatility
CCI(14)
-84.142
Neutral
Williams %R
89.338
Oversold
TRIX(12,20)
-0.218
Sell
StochRSI(14)
85.193
Buy
Moving Average
Sell(4)
Neutral(0)
Buy(2)
Indicators
Value
Direction
MA5
300.948
Buy
MA10
304.798
Sell
MA20
316.098
Sell
MA50
313.298
Sell
MA100
310.263
Sell
MA200
292.146
Buy

Institutional Confidence

Currency: USD Updated: 2026-01-27

The current institutional shareholding score of JPMorgan Chase & Co is 7.00, ranking 59 out of 399 in the Banking Services industry. The latest institutional shareholding proportion is 73.96%, representing a quarter-over-quarter increase of 0.08%. 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
264.61M
-2.25%
BlackRock Institutional Trust Company, N.A.
134.49M
+1.41%
State Street Investment Management (US)
125.20M
-0.07%
Geode Capital Management, L.L.C.
61.28M
+0.25%
Morgan Stanley Smith Barney LLC
36.38M
-0.03%
Fidelity Management & Research Company LLC
36.00M
-8.40%
Norges Bank Investment Management (NBIM)
35.51M
+2.43%
BofA Global Research (US)
34.90M
+15.82%
Capital International Investors
28.14M
-0.01%
T. Rowe Price Associates, Inc.
Star Investors
24.81M
+1.12%
1
2

Risk Assessment

Currency: USD Updated: 2026-01-27

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking 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 current risk assessment score of JPMorgan Chase & Co is 9.42, ranking 15 out of 399 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
9.42
Change
0
Beta vs S&P 500 index
1.07
VaR
+2.33%
240-Day Maximum Drawdown
+24.89%
240-Day Volatility
+27.32%

Return

Best Daily Return
60 days
+3.19%
120 days
+3.19%
5 years
+11.54%
Worst Daily Return
60 days
-4.66%
120 days
-4.66%
5 years
-7.48%
Sharpe Ratio
60 days
-0.16
120 days
+0.31
5 years
+0.80

Risk Assessment

Maximum Drawdown
240 days
+24.89%
3 years
+24.89%
5 years
+40.65%
Return-to-Drawdown Ratio
240 days
+0.37
3 years
+1.65
5 years
+0.47
Skewness
240 days
-0.61
3 years
+0.17
5 years
+0.11

Volatility

Realised Volatility
240 days
+27.32%
5 years
+25.10%
Standardised True Range
240 days
+2.07%
5 years
+1.29%
Downside Risk-Adjusted Return
120 days
+38.49%
240 days
+38.49%
Maximum Daily Upside Volatility
60 days
+15.02%
Maximum Daily Downside Volatility
60 days
+18.13%

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
6.85 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Shinhan Financial Group Co Ltd
Shinhan Financial Group Co Ltd
SHG
8.76 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citizens Financial Group Inc
Citizens Financial Group Inc
CFG
8.70 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
GATX Corp
GATX Corp
GATX
8.67 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
First BanCorp
First BanCorp
FBP
8.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Banco Bilbao Vizcaya Argentaria SA
Banco Bilbao Vizcaya Argentaria SA
BBVA
8.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
KeyAI