Jpmorgan Chase Co Stock Buy Hold or Sell Recommendation
JPM Stock | USD 193.08 0.94 0.49% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding JPMorgan Chase Co is 'Strong Hold'. Macroaxis provides JPMorgan Chase buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JPM positions. The advice algorithm takes into account all of JPMorgan Chase's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting JPMorgan Chase's buy or sell advice are summarized below:
Real Value 194.53 | Target Price 161.22 | Hype Value 192.03 | Market Value 193.08 | Naive Value 190.34 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell JPMorgan Chase Co given historical horizon and risk tolerance towards JPMorgan Chase. When Macroaxis issues a 'buy' or 'sell' recommendation for JPMorgan Chase Co, the advice is generated through an automated system that utilizes algorithms and statistical models.
JPMorgan |
Execute JPMorgan Chase Buy or Sell Advice
The JPMorgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on JPMorgan Chase Co. Macroaxis does not own or have any residual interests in JPMorgan Chase Co or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute JPMorgan Chase's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Strong Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
JPMorgan Chase Trading Alerts and Improvement Suggestions
JPMorgan Chase has a strong financial position based on the latest SEC filings | |
About 73.0% of the company shares are owned by institutional investors | |
Latest headline from newsbtc.com: Disposition of 136345 shares by James Dimon of JPMorgan Chase subject to Rule 16b-3 |
JPMorgan Chase Returns Distribution Density
The distribution of JPMorgan Chase's historical returns is an attempt to chart the uncertainty of JPMorgan Chase's future price movements. The chart of the probability distribution of JPMorgan Chase daily returns describes the distribution of returns around its average expected value. We use JPMorgan Chase Co price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of JPMorgan Chase returns is essential to provide solid investment advice for JPMorgan Chase.
Mean Return | 0.20 | Value At Risk | -1.14 | Potential Upside | 1.94 | Standard Deviation | 1.23 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of JPMorgan Chase historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
JPMorgan Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as JPMorgan Chase is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading JPMorgan Chase Co backward and forwards among themselves. JPMorgan Chase's institutional investor refers to the entity that pools money to purchase JPMorgan Chase's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Capital World Investors | 2023-12-31 | 34.3 M | T. Rowe Price Associates, Inc. | 2023-12-31 | 32.1 M | Northern Trust Corp | 2023-12-31 | 32 M | Massachusetts Financial Services Company | 2023-12-31 | 29.5 M | Bank Of New York Mellon Corp | 2023-12-31 | 28.8 M | Wells Fargo & Co | 2023-12-31 | 25 M | Ameriprise Financial Inc | 2023-12-31 | 23.7 M | Legal & General Group Plc | 2023-12-31 | 23.4 M | Royal Bank Of Canada | 2023-12-31 | 23.2 M | Vanguard Group Inc | 2023-12-31 | 272.4 M | Blackrock Inc | 2023-12-31 | 191.8 M |
JPMorgan Chase Cash Flow Accounts
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Change In Cash | (15.2B) | 264.0B | 213.2B | (173.6B) | 56.9B | 59.8B | |
Free Cash Flow | 6.0B | (79.9B) | 78.1B | 107.1B | 11.7B | 12.3B | |
Depreciation | 8.4B | 8.6B | 7.9B | 7.1B | 7.5B | 4.1B | |
Other Non Cash Items | (41.9B) | (98.1B) | 27.5B | 85.3B | 10.1B | 10.6B | |
Dividends Paid | 12.3B | 12.7B | 12.9B | 13.6B | 13.5B | 14.1B | |
Net Income | 36.4B | 29.1B | 48.3B | 37.7B | 49.6B | 52.0B | |
End Period Cash Flow | 263.6B | 527.6B | 740.8B | 567.2B | 624.2B | 655.4B | |
Change To Inventory | (17.9B) | (42.4B) | (11.7B) | (55.7B) | 33.0B | 34.6B | |
Investments | 4.7B | (204.3B) | (26.5B) | 3.1B | 67.6B | 71.0B | |
Change Receivables | (78M) | (18.0B) | (12.4B) | (23.0B) | (20.7B) | (19.6B) | |
Net Borrowings | (35.7B) | 9.6B | 14.5B | 32.4B | 37.2B | 39.1B | |
Change To Netincome | 22.4B | 27.2B | (14.1B) | 29.7B | 26.7B | 28.1B |
JPMorgan Chase Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to JPMorgan Chase or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that JPMorgan Chase's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a JPMorgan stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.08 | |
β | Beta against NYSE Composite | 1.24 | |
σ | Overall volatility | 1.24 | |
Ir | Information ratio | 0.08 |
JPMorgan Chase Volatility Alert
JPMorgan Chase Co has relatively low volatility with skewness of -2.33 and kurtosis of 12.55. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure JPMorgan Chase's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact JPMorgan Chase's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.JPMorgan Chase Implied Volatility
JPMorgan Chase's implied volatility exposes the market's sentiment of JPMorgan Chase Co stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JPMorgan Chase's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that JPMorgan Chase stock will not fluctuate a lot when JPMorgan Chase's options are near their expiration.
JPMorgan Chase Fundamentals Vs Peers
Comparing JPMorgan Chase's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze JPMorgan Chase's direct or indirect competition across all of the common fundamentals between JPMorgan Chase and the related equities. This way, we can detect undervalued stocks with similar characteristics as JPMorgan Chase or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of JPMorgan Chase's fundamental indicators could also be used in its relative valuation, which is a method of valuing JPMorgan Chase by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare JPMorgan Chase to competition |
Fundamentals | JPMorgan Chase | Peer Average |
Return On Equity | 0.16 | -0.31 |
Return On Asset | 0.0129 | -0.14 |
Profit Margin | 0.34 % | (1.27) % |
Operating Margin | 0.43 % | (5.51) % |
Current Valuation | (241.39 B) | 16.62 B |
Shares Outstanding | 2.87 B | 571.82 M |
Shares Owned By Insiders | 0.45 % | 10.09 % |
Shares Owned By Institutions | 73.45 % | 39.21 % |
Number Of Shares Shorted | 21.78 M | 4.71 M |
Price To Earning | 11.54 X | 28.72 X |
Price To Book | 1.75 X | 9.51 X |
Price To Sales | 3.60 X | 11.42 X |
Revenue | 154.95 B | 9.43 B |
Gross Profit | 122.31 B | 27.38 B |
EBITDA | (1.79 B) | 3.9 B |
Net Income | 49.55 B | 570.98 M |
Cash And Equivalents | 1.43 T | 2.7 B |
Cash Per Share | 485.97 X | 5.01 X |
Total Debt | 436.54 B | 5.32 B |
Debt To Equity | 8.50 % | 48.70 % |
Book Value Per Share | 106.82 X | 1.93 K |
Cash Flow From Operations | 12.97 B | 971.22 M |
Short Ratio | 2.63 X | 4.00 X |
Earnings Per Share | 16.56 X | 3.12 X |
Price To Earnings To Growth | 3.36 X | 4.89 X |
Target Price | 192.09 | |
Number Of Employees | 311.92 K | 18.84 K |
Beta | 1.12 | -0.15 |
Market Capitalization | 551.84 B | 19.03 B |
Total Asset | 3.88 T | 29.47 B |
Retained Earnings | 332.9 B | 9.33 B |
Annual Yield | 0.02 % | |
Five Year Return | 2.68 % |
Note: Sale by Matthew Zames of 91 shares of JPMorgan Chase [view details]
JPMorgan Chase Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as JPMorgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About JPMorgan Chase Buy or Sell Advice
When is the right time to buy or sell JPMorgan Chase Co? Buying financial instruments such as JPMorgan Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 469.2B | 466.7B | 436.5B | 257.2B | Total Assets | 3.7T | 3.7T | 3.9T | 4.1T |
Use Investing Ideas to Build Portfolios
In addition to having JPMorgan Chase in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Impulse Thematic Idea Now
Impulse
Large corporations operating in retail, broadcasting, energy, airlines and telecom sectors. The Impulse theme has 49 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Impulse Theme or any other thematic opportunities.
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Check out JPMorgan Chase Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Complementary Tools for JPMorgan Stock analysis
When running JPMorgan Chase's price analysis, check to measure JPMorgan Chase's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.
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Is JPMorgan Chase's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JPMorgan Chase. If investors know JPMorgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JPMorgan Chase listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.083 | Dividend Share 4.25 | Earnings Share 16.56 | Revenue Per Share 51.302 | Quarterly Revenue Growth 0.11 |
The market value of JPMorgan Chase is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Chase's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Chase's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Chase's market value can be influenced by many factors that don't directly affect JPMorgan Chase's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.