JP Morgan Financial Diagnostics

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JPM -- USA Stock  

USD 137.25  0.95  0.69%

The modest gains experienced by current holders of JP Morgan Chase may raise some interest from investors. The Stock closed today at a share price of 136.84 on 10293386.000 in trading volume. The company management have been quite successful with maneuvering the stock at opportune times to take advantage of all market conditions in December. The stock standard deviation of daily returns for 30 days (very short) investing horizon is currently 0.8697. The very small Stock volatility is a good signal to investors with longer term investment horizons. This diagnostics interface makes it easy to digest most current publicly released information about JP Morgan as well as get updates on important government artifacts including earning estimates, SEC corporate filings and announcements. This module also helps to analysis JP Morgan price relationship with some important fundamental indicators such as market cap and management efficiency. Please also see Risk vs Return Analysis.

JP Morgan Note

About 75.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.72. Some equities with similar Price to Book (P/B) outperform the market in the long run. JP Morgan Chase has Price/Earnings To Growth (PEG) ratio of 2.05. The entity recorded earning per share (EPS) of 10.13. The firm last dividend was issued on 2020-01-03. JP Morgan had 3:2 split on 2000-06-12. JPMorgan Chase Co. operates as a financial services company worldwide. The company was founded in 1799 and is headquartered in New York, New York. JP Morgan operates under Banks - Diversified classification in USA and is traded on BATS Exchange. To learn more about JP MORGAN CHASE C call Mary Erdoes at 212 270-6000 or check out www.jpmorganchase.com.

JP Morgan Chase Alerts

JP MORGAN CHASE C has about 962.84 B in cash with (76.62 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 307.03.
Roughly 75.0% of the company shares are owned by institutional investors
Latest headline from MacroaxisInsider: Acquisition by Gordon Smith of 224972 shares of JP Morgan subject to Rule 16b-3

JP Morgan Chase Upcoming and Recent Events

Upcoming Quarterly Earning ReportApril 10, 2020
Next Earnings ReportJuly 21, 2020
Next Fiscal Quarter EndMarch 31, 2020
Next Fiscal Year EndJanuary 12, 2021
Last Quarter Report DateDecember 31, 2019
Last Earning Anouncement DateMarch 31, 2019

JP Morgan Earning Estimates

EPSEstimate Date
Quarterly Estimate2.65April 10, 2020
JP Morgan Chase Co normalized analysts earnings estimates for actual as well as projected forward EPS values taken as an average expert opinion over time
Earnings Estimate  

JP Morgan SEC Filings

Unclassified Corporate Event
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
Unclassified Corporate Event
Unclassified Corporate Event
Unclassified Corporate Event
Unclassified Corporate Event
Unclassified Corporate Event
Unclassified Corporate Event

JP Morgan Thematic Classifications

Baby Boomer Prospects IdeaBaby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
Top FinTech IdeaTop FinTech
A collection of large financial service, investment, and banking companies
Blockchain IdeaBlockchain
Cross-industry collection of firms that are adopting blockchain technology
Momentum IdeaMomentum
Macroaxis long run momentum stocks
Banks IdeaBanks
All money banks and credit services

Institutional Investors

Security TypeSharesValue
Wellcome Trust Ltd The As Trustee Of The Wellcome TrustCommon Shares4.7 M655.2 M
Gateway Investment Advisers LlcCommon Shares1.5 M203.9 M
Hexavest IncCommon Shares1.4 M188.3 M
Boston Trust Walden CorpCommon Shares1.2 M161.8 M
Artemis Investment Management LlpCommon Shares1.1 M153.3 M
Tiaa FsbCommon Shares613.2 K85.5 M
Manning Napier Group LlcCommon Shares577.4 K80.5 M

Market Capitalization

The company currently falls under 'Mega-Cap' category with total capitalization of 393.27 B.

Profitablity

The company has Net Profit Margin of 0.29 % which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average.

Management Efficiency

JP Morgan Chase has Return on Asset of 0.01 % which means that on every $100 spent on asset it made $0.01 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 0.12 % implying that it generated $0.12 on every 100 dollars invested.

Stock Holders for JP Morgan

Information
Ratio
Value
At Risk
John Hancock Fds III Discipline(0.10) (1.04) 
Fidelity High Dividend ETF(0.0142) (0.37) 
Federated Equity Income Fund I(0.06) (0.61) 
State Street Institutional U S(0.06) (0.71) 
American Century Core Equity Pl(0.14) (1.09) 
Invesco Charter Fund Class Y(0.05) (0.71) 
Miller Opportunity Trust CL C 0.14 (1.87) 
American Century Nt Core Equity Plus Fund - G Cl(0.31) (1.06) 
BlackRock Basic Value R(0.10) (0.88) 
New Perspective Fund Class R 1(0.0371) (0.94) 
Oppenheimer Rus 1000 Low Volatility Factor ETF(0.0134) (0.50) 
Westwood Income Opportunity Fun(0.15) (0.44) 
Westwood Income Opportunity Fd(0.15) (0.39) 
Vanguard Index Trust Total Stoc 0.0235 (0.78) 
Al Frank Fund Advisor Class(0.10) (0.90) 
USAA 500 Index Fund Member Shar(0.0226) (0.64) 
American Century Value Investor(0.1) (0.98) 
Thornburg Value Fund Class I Sh 0.0409 (0.78) 
Thornburg Value Fund C Share 0.0392 (0.55) 
Thornburg Value Fund A Shares 0.05 (0.54) 

Technical Drivers

As of the 19th of January JP Morgan owns Standard Deviation of 0.8914, Market Risk Adjusted Performance of 0.1824 and Semi Deviation of 0.4801. JP Morgan Chase Co technical analysis makes it possible for you to employ past data patterns with intention to determine a pattern that calculates the direction of the corporation future prices. Strictly speaking you can use this information to find out if the corporation will indeed mirror its model of historical prices and volume patterns or the prices will eventually revert. We found nineteen technical drivers for JP Morgan which can be compared to its peers in the sector. Please check out JP Morgan Chase Standard Deviation as well as the relationship between Maximum Drawdown and Expected Short fall to decide if JP Morgan Chase Co is priced more or less accurately providing market reflects its prevailing price of 137.25 per share. Given that JP Morgan Chase has Jensen Alpha of 0.044, we strongly advise you confirm JP Morgan latest market performance to make sure the company can sustain itself sooner or later.

JP Morgan Chase Price Movement Analysis

The output start index for this execution was three with a total number of output elements of fifty-eight. The Mid-point Price over period is an average of JP Morgan Chase highest and lowest prices attained during the given period. View also all equity analysis or get more info about midpoint price over period overlap studies indicator.

JP Morgan Chase Insider Trading Activities

JP Morgan Outstanding Bonds

MaturityCouponRating
059438AG6 7.75%07/15/20257.75
A-
059438AH4 7.625%10/15/20267.625
A-
059438AK7 8.0%04/29/20278.0
A-
06423AAV5 4.9%04/30/20154.9
A-
06423KAA9 8.75%09/01/20308.75
BBB-
07387EAH0 5.25%07/15/20235.25
A
07387EAL1 5.15%07/15/20235.15
A
07387EAP2 5.57%07/15/20235.57
A
07387EBD8 6.0%09/15/20236.0
A
07387EBG1 6.05%09/15/20236.05
A
07387EBK2 5.85%09/15/20235.85
A
07387EBN6 5.8%09/15/20235.8
A
07387EBR7 5.77%10/15/20235.77
A
07387EBV8 5.7%10/15/20235.7
A
07387EBY2 5.75%10/15/20235.75
NA
07387ECB1 5.65%11/15/20235.65
A
07387ECE5 5.65%11/15/20235.65
A
07387ECH8 5.6%11/15/20235.6
A
07387ECM7 5.25%12/15/20155.25
A
07387ECQ8 5.15%12/15/20155.15
A
07387EDH7 5.75%02/15/20245.75
A
07387EDK0 5.62%02/15/20245.62
A
07387EDR5 5.62%02/15/20245.62
A
07387EDU8 5.55%02/15/20245.55
A
07387EDY0 5.55%03/15/20245.55
A
07387EEB9 5.4%03/15/20245.4
A
07387EEF0 5.26%03/15/20245.26
A
07387EEH6 5.25%03/15/20245.25
A
07387EEL7 5.3%04/15/20295.3
A
07387EEP8 5.45%04/15/20295.45
A
07387EES2 5.8%04/15/20295.8
A
07387EEV5 5.75%04/15/20295.75
A
07387EEY9 5.77%04/15/20295.77
A
07387EFE2 6.05%05/15/20296.05
A
07387EFN2 6.3%06/15/20296.3
A
07387EFP7 6.125%07/15/20296.125
A
07387EFQ5 6.15%07/15/20296.15
A
07387EFR3 6.0%07/15/20296.0
A
07387EFS1 5.9%07/15/20295.9
A
07387EFU6 6.0%08/15/20296.0
A
07387EFV4 6.0%08/15/20296.0
A
07387EFW2 5.85%08/15/20295.85
A
07387EFX0 5.85%08/15/20295.85
A
07387EFY8 5.8%09/15/20295.8
A
07387EFZ5 5.85%08/27/20305.85
A
07387EGA9 5.7%09/15/20295.7
A
07387EGB7 5.6%09/15/20295.6
A
07387EGC5 5.48%09/15/20295.48
A
07387EGE1 5.43%10/15/20295.43
A
07387EGF8 5.57%10/15/20295.57
A
07387EGG6 5.55%10/15/20295.55
A
07387EGH4 5.52%10/15/20295.52
A
07387EGK7 5.35%11/15/20295.35
A
07387EGM3 5.5%11/15/20295.5
A
07387EGN1 5.6%11/15/20295.6
A
07387EGP6 5.6%11/15/20295.6
A
07387EGQ4 5.73%12/15/20295.73
A
07387EGR2 5.6%12/15/20295.6
A
07387EGS0 5.5%12/15/20295.5
A
07387EGT8 5.55%12/15/20295.55
A
07387EGU5 5.6%01/15/20305.6
A
07387EGV3 5.6%01/15/20305.6
A
07387EGW1 5.5%01/15/20305.5
A
07387EGX9 5.425%02/15/20305.425
A
07387EGY7 5.45%02/15/20305.45
A
07387EGZ4 5.35%02/15/20305.35
A
07387EHA8 5.375%02/15/20305.375
A
07387EHB6 5.58%03/15/20305.58
A
07387EHC4 5.625%03/15/20305.625
A
07387EHD2 5.5%03/15/20305.5
A
07387EHE0 5.7%03/15/20305.7
A
07387EHF7 5.725%03/15/20305.725
A
07387EHG5 5.78%04/15/20305.78
A
07387EHJ9 5.6%04/15/20305.6
A
07387EHL4 5.65%04/15/20305.65
A
07387EHM2 5.47%04/15/20305.47
A
07387EHR1 6.0%02/24/20316.0
A
07387EHS9 6.0%03/31/20266.0
A
07387EHT7 6.0%05/15/20376.0
A
073902CD8 4.65%07/02/20184.65
NA
073902KF4 5.3%10/30/20155.3
A
073902PN2 5.55%01/22/20175.55
A-
073902PR3 6.4%10/02/20176.4
A
073902RU4 7.25%02/01/20187.25
A
073928W41 6.12%12/01/20146.12
A
073928YW7 5.5%03/28/20235.5
A
073928ZR7 5.1%06/16/20235.1
A
46623EJP5 1.875%03/20/20151.875
A
46623EJR1 1.1%10/15/20151.1
A
46623EJU4 1.125%02/26/20161.125
A
46623EJW0 0.8%04/23/20150.8
A
46623EJY6 1.35%02/15/20171.35
A
46625HAX8 5.25%05/01/20155.25
A-
46625HCE8 4.75%03/01/20154.75
A
46625HDF4 5.15%10/01/20155.15
A-
46625HGN4 6.125%06/27/20176.125
A-
46625HGY0 6.0%01/15/20186.0
A
46625HHF0 6.4%05/15/20386.4
A
46625HHL7 6.3%04/23/20196.3
A
46625HHP8 3.7%01/20/20153.7
A
46625HHQ6 4.95%03/25/20204.95
A
46625HHR4 3.4%06/24/20153.4
A
46625HHS2 4.4%07/22/20204.4
A
46625HHU7 4.25%10/15/20204.25
A
46625HHV5 5.5%10/15/20405.5
A
46625HHW3 2.6%01/15/20162.6
A
46625HHX1 3.45%03/01/20163.45
A
46625HHZ6 4.625%05/10/20214.625
A
46625HJA9 3.15%07/05/20163.15
A
46625HJB7 5.6%07/15/20415.6
A
46625HJC5 4.35%08/15/20214.35
A
46625HJD3 4.5%01/24/20224.5
A
46625HJE1 3.25%09/23/20223.25
A
46625HJG6 1.8%01/25/20181.8
A
46625HJH4 3.2%01/25/20233.2
A
46625HJJ0 3.375%05/01/20233.375
A-
46625HJL5 1.625%05/15/20181.625
A
46625HJM3 5.625%08/16/20435.625
A-
46625HJR2 2.35%01/28/20192.35
A
46625HJT8 3.875%02/01/20243.875
A
46625HJU5 4.85%02/01/20444.85
A
46625HJV3 1.25%02/01/20171.25
A
46625HJX9 3.625%05/13/20243.625
A
46625HJY7 3.875%09/10/20243.875
A-
46627BAB7 5.75%11/15/20285.75
A-
46627BAC5 5.5%11/15/20185.5
A-
46627BAE1 5.75%11/15/20335.75
A-
46627BAJ0 6.0%12/15/20286.0
A-
46627BAM3 6.0%05/01/20296.0
A-
46627BAN1 5.9%06/15/20195.9
A-
46627BAP6 6.15%06/15/20296.15
A-
46627BAQ4 6.1%06/15/20246.1
A-
46627BAR2 6.25%06/15/20296.25
A-
46627BAS0 5.4%02/15/20305.4
A-
46627BAT8 5.45%02/15/20305.45
A-
46627BAU5 5.1%02/15/20205.1
A-
46627BAV3 5.25%02/15/20255.25
A-
46627BAW1 5.0%03/15/20185.0
A-
46627BAX9 5.45%03/15/20305.45
A-
46627BAY7 5.25%03/15/20195.25
A-
46627BAZ4 5.55%03/15/20305.55
A-
46627BBB6 5.55%03/15/20305.55
A-
46627BBC4 5.25%03/15/20185.25
A-
46627BBD2 5.55%03/15/20305.55
A-
46627BBE0 5.45%04/15/20185.45
A-
46627BBF7 5.75%04/15/20305.75
A-
46627BBG5 5.45%04/15/20185.45
A-
46627BBH3 5.75%04/15/20305.75
A-
46627BBJ9 5.5%05/15/20255.5
A-
46627BBK6 5.1%05/15/20175.1
A-
46627BBL4 5.5%05/15/20305.5
A-
46627BBM2 5.25%05/15/20185.25
A-
46627BBN0 5.3%05/15/20185.3
A-
46627BBP5 5.15%06/15/20185.15
A-
46627BBQ3 5.15%06/15/20185.15
A-
46627BBR1 5.15%06/15/20205.15
A-
46627BBS9 5.1%07/15/20205.1
A-
46627BBT7 5.35%08/15/20255.35
A-
46627BBU4 5.3%08/15/20175.3
A-
46627BBV2 5.35%08/15/20175.35
A-
46627BBW0 5.3%09/15/20185.3
A-
46627BBX8 5.25%09/15/20185.25
A-
46627BBY6 5.3%10/15/20255.3
A-
46627BBZ3 5.6%11/15/20255.6
A-
46627BCA7 5.9%11/15/20305.9
A-
46627BCB5 6.0%12/16/20306.0
A-
46627BCC3 6.2%08/15/20366.2
NA
46627BCD1 6.1%09/15/20366.1
NA
46627BCE9 6.1%09/15/20366.1
NA
46627BCF6 5.8%09/15/20195.8
NA
46627BCG4 6.0%09/15/20266.0
NA
46627BCH2 6.1%10/15/20366.1
NA
46627BCJ8 6.05%11/15/20366.05
A-
46627BCK5 6.0%11/15/20366.0
NA
46627BCL3 6.0%11/15/20366.0
NA
46627BCM1 6.0%11/15/20366.0
NA
46627BCN9 6.0%12/15/20366.0
A-
46627BCP4 5.5%12/15/20215.5
A-
46627BCQ2 5.75%12/15/20365.75
A-
46627BCR0 5.8%12/15/20365.8
A-
46627BCS8 5.6%12/15/20215.6
A-
46627BCT6 5.8%01/15/20375.8
NA
46627BCU3 5.6%01/15/20225.6
NA
46627BCV1 6.0%02/15/20376.0
A-
46627BCW9 5.75%02/15/20225.75
NA
46627BCX7 6.0%02/15/20376.0
NA
46627BCY5 5.9%02/15/20225.9
NA
46627BCZ2 5.8%02/15/20225.8
A-
46627BDA6 5.95%02/15/20375.95
A-
46627BDB4 6.0%02/15/20376.0
A-
46627BDC2 5.8%02/15/20225.8
A-
46627BDD0 5.7%02/15/20225.7
NA
46627BDE8 5.9%02/15/20375.9
NA
46627BDF5 5.85%03/15/20375.85
A-
46627BDG3 5.65%03/15/20225.65
NA
46627BDH1 5.8%03/15/20375.8
NA
46627BDJ7 5.6%03/15/20225.6
NA
46627BDK4 5.8%03/15/20375.8
NA
46627BDL2 5.6%03/15/20225.6
NA
46627BDM0 5.8%03/15/20375.8
NA
46627BDN8 5.6%03/15/20225.6
NA
46627BDP3 5.9%05/15/20375.9
NA
46627BDQ1 6.0%05/15/20376.0
NA
46627BDR9 6.0%06/15/20376.0
A-
46627BDS7 5.8%06/15/20225.8
NA
46627BDT5 5.9%06/15/20225.9
A-
46627BDU2 6.15%06/15/20376.15
A-
46627BDV0 5.95%06/15/20225.95
A-
46627BDW8 6.1%06/15/20226.1
A-
46627BDX6 6.35%06/15/20376.35
A-
46627BDY4 6.1%07/15/20226.1
A-
46627BDZ1 6.35%07/15/20376.35
A-
46627BEA5 6.35%08/15/20376.35
A-
46627BEB3 6.3%08/15/20376.3
A-
46627BEC1 6.05%08/15/20226.05
A-
46627BED9 6.35%08/15/20376.35
A-
46627BEE7 6.05%08/15/20226.05
A-
46627BEF4 6.35%08/15/20376.35
A-
46627BEG2 6.05%08/15/20226.05
A-
46627BEH0 6.4%09/15/20376.4
A-
46627BEJ6 6.1%09/15/20226.1
A-
46627BEK3 6.4%09/15/20376.4
A-
46627BEL1 6.1%09/15/20226.1
A-
46627BEM9 6.25%09/15/20376.25
A-
46627BEN7 5.95%09/15/20225.95
A-
46627BEP2 6.0%09/15/20226.0
A-
46627BEQ0 6.25%09/15/20376.25
A-
46627BER8 6.1%10/15/20376.1
A-
46627BES6 5.85%10/15/20225.85
A-
46627BET4 6.15%10/15/20376.15
A-
46627BEU1 6.15%11/15/20376.15
A-
46627BEV9 6.05%11/16/20376.05
A-
46627BEW7 5.75%11/15/20225.75
NA
46627BEX5 6.05%11/16/20376.05
A-
46627BEY3 5.75%11/15/20225.75
NA
46627BFA4 6.15%11/15/20376.15
NA
46627BFB2 6.25%11/15/20376.25
NA
46627BFD8 6.25%12/15/20376.25
A-
48121CJN7 5.875%06/13/20165.875
A
48121CVZ6 6.0%07/05/20176.0
A
48121CYK6 6.0%10/01/20176.0
A
48125V5F3 4.0%09/21/20374.0
A
48125V5G1 3.5%09/24/20273.5
A
48125VFZ8 5.0%12/22/20315.0
A
48125VGF1 4.6%02/02/20274.6
A
48126BAA1 5.4%01/06/20425.4
A
48126DMJ5 4.0%01/25/20384.0
A
48126DMN6 4.0%02/08/20384.0
A
48126EAA5 2.0%08/15/20172.0
A
48127DNN4 4.0%08/29/20344.0
A
48127HAA7 2.2%10/22/20192.2
A
628931AB3 8.25%11/01/20248.25
A
46625HJZ4 4.125%12/15/20264.125
A-
46625HKA7 2.25%01/23/20202.25
A
46625HKC3 3.125%01/23/20253.125
A
46623EKD0 1.7%03/01/20181.7
A
46625HLL2 4.95%06/01/20454.95
NA
073928G23 1.0%07/01/20191.0
A

JP Morgan Technical and Predictive Indicators

JP Morgan Forecast Models

Recommendations

JP Morgan Chase Analyst Recommendations

Target PriceAdvice# of Analysts
138.73Hold11Odds
JP Morgan Chase Co current and past analyst recommendations published by number of research institutions as well as average analyst consensus
JP Morgan Analyst Advice  

Vital Value Indicators

JP Morgan Basic Pricing Drivers

Fifty Two Week Low98.09
Trailing Annual Dividend Rate3.30
Revenue Growth10.30%
Payout Ratio32.51%
Shares Short Prior Month29.8M
Average Daily Volume Last 10 Day12.49M
Average Daily Volume In Three Month10.46M
Earnings Growth29.10%
Shares Percent Shares Out0.91%
Earnings Quarterly Growth20.60%
Short Percent Of Float0.88%
Forward Price Earnings12.04
Float Shares3.21B
Fifty Two Week High141.10
Fifty Day Average136.19
Two Hundred Day Average121.80
Trailing Annual Dividend Yield2.38%
Enterprise Value To Revenue-0.41
Please also see Risk vs Return Analysis. Please also try Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
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