tradingkey.logo

JPMorgan Chase & Co

JPM
306.230USD
+4.150+1.37%
Close 10/15, 16:00ETQuotes delayed by 15 min
833.62BMarket Cap
14.71P/E TTM

JPMorgan Chase & Co

306.230
+4.150+1.37%
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: 2025-10-14

Key Insights

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's Score

Industry at a Glance

Industry Ranking
31 / 398
Overall Ranking
82 / 4694
Industry
Banking Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 26 analysts
Buy
Current Rating
319.617
Target Price
+3.78%
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 2.47, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 2.04B shares, decreasing 0.96% quarter-over-quarter.
Held by Mairs and Power
Star Investor Mairs and Power holds 1.63M shares of this stock.

Financial Health

Currency: USD Updated: 2025-10-14

The company's current financial score is 8.72, which is higher than the Banking Services industry's average of 7.04. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 44.87B, representing a year-over-year increase of 6.61%, while its net profit experienced a year-over-year increase of 17.43%.

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
No Data

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: 2025-10-14

The company’s current valuation score is 8.34, which is higher than the Banking Services industry's average of 7.68. Its current P/E ratio is 15.46, which is 4.63% below the recent high of 16.18 and 47.69% 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 31/398
No Data

Earnings Forecast

Currency: USD Updated: 2025-10-14

The company’s current earnings forecast score is 7.23, which is lower than the Banking Services industry's average of 7.40. The average price target for JPMorgan Chase & Co is 330.00, with a high of 370.00 and a low of 239.12.

Score

Industry at a Glance

Previous score
7.23
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 26 analysts
Buy
Current Rating
321.783
Target Price
+6.52%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

280
Total
4
Median
5
Average
Company name
Ratings
Analysts
JPMorgan Chase & Co
JPM
26
Wells Fargo & Co
WFC
26
US Bancorp
USB
25
Zions Bancorporation NA
ZION
24
PNC Financial Services Group Inc
PNC
24
Truist Financial Corp
TFC
23
1
2
3
...
56

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
No Data

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: 2025-10-14

The company’s current price momentum score is 7.14, which is lower than the Banking Services industry's average of 7.47. Sideways: Currently, the stock price is trading between the resistance level at 315.32 and the support level at 291.52, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
7.23
Change
-0.09

Support & Resistance

No Data

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(4)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
-2.732
Neutral
RSI(14)
49.142
Neutral
STOCH(KDJ)(9,3,3)
50.727
Buy
ATR(14)
6.896
High Vlolatility
CCI(14)
-20.580
Neutral
Williams %R
51.765
Neutral
TRIX(12,20)
0.016
Sell
StochRSI(14)
76.660
Buy
Moving Average
Sell(1)
Neutral(0)
Buy(5)
Indicators
Value
Direction
MA5
304.432
Buy
MA10
306.064
Buy
MA20
309.929
Sell
MA50
302.233
Buy
MA100
291.813
Buy
MA200
271.221
Buy

Institutional Confidence

Currency: USD Updated: 2025-10-14

The company’s current institutional recognition score is 7.00, which is higher than the Banking Services industry's average of 5.34. The latest institutional shareholding proportion is 74.26%, representing a quarter-over-quarter decrease of 1.10%. 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.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

No Data

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%
Fidelity Management & Research Company LLC
39.30M
-8.29%
Morgan Stanley Smith Barney LLC
36.40M
-0.09%
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: 2025-10-14

The company’s current risk assessment score is 9.76, which is higher than the Banking Services industry's average of 6.61. The company's beta value is 1.14. 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
9.76
Change
0
Beta vs S&P 500 index
1.15
VaR
+2.30%
240-Day Maximum Drawdown
+24.89%
240-Day Volatility
+27.47%

Return

Best Daily Return
60 days
+2.35%
120 days
+2.75%
5 years
+11.54%
Worst Daily Return
60 days
-3.11%
120 days
-3.15%
5 years
-7.48%
Sharpe Ratio
60 days
+0.98
120 days
+3.10
5 years
+0.97

Risk Assessment

Maximum Drawdown
240 days
+24.89%
3 years
+24.89%
5 years
+40.65%
Return-to-Drawdown Ratio
240 days
+1.36
3 years
+1.62
5 years
+0.69
Skewness
240 days
+0.72
3 years
+0.17
5 years
+0.16

Volatility

Realised Volatility
240 days
+27.47%
5 years
+25.39%
Standardised True Range
240 days
+1.88%
5 years
+1.22%
Downside Risk-Adjusted Return
120 days
+450.65%
240 days
+450.65%
Maximum Daily Upside Volatility
60 days
+11.13%
Maximum Daily Downside Volatility
60 days
+16.29%

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
7.98 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
AerCap Holdings NV
AerCap Holdings NV
AER
8.81 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
FNB Corp
FNB Corp
FNB
8.69 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
East West Bancorp Inc
EWBC
8.60 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
Wintrust Financial Corp
WTFC
8.56 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank Ozk
Bank Ozk
OZK
8.53 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
KeyAI