Is JPMorgan Chase Stock a Good Investment?
JPMorgan Chase Investment Advice | JPM |
- Examine JPMorgan Chase's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research JPMorgan Chase's leadership team and their track record. Good management can help JPMorgan Chase navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Diversified Banks space and any emerging trends that could impact JPMorgan Chase's business and its evolving consumer preferences.
- Compare JPMorgan Chase's performance and market position to its competitors. Analyze how JPMorgan Chase is positioned in terms of product offerings, innovation, and market share.
- Check if JPMorgan Chase pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about JPMorgan Chase's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in JPMorgan Chase Co stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if JPMorgan Chase Co is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine JPMorgan Chase Stock
Researching JPMorgan Chase's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 74.0% of the company shares are owned by institutional investors. The book value of JPMorgan Chase was currently reported as 115.15. The company recorded earning per share (EPS) of 17.98. JPMorgan Chase last dividend was issued on the 4th of October 2024. The entity had 3:2 split on the 12th of June 2000.
To determine if JPMorgan Chase is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding JPMorgan Chase's research are outlined below:
| JPMorgan Chase has a strong financial position based on the latest SEC filings | |
| About 74.0% of the company shares are owned by institutional investors | |
| On 31st of October 2024 JPMorgan Chase paid $ 1.15 per share dividend to its current shareholders | |
| Latest headline from bnnbloomberg.ca: Fontainebleau Miami Beach Borrows 975 Million in Bond Market |
JPMorgan Chase Quarterly Cash And Short Term Investments |
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JPMorgan Chase uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in JPMorgan Chase Co. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to JPMorgan Chase's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 12th of April 2024 Upcoming Quarterly Report | View | |
| 12th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 10th of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact JPMorgan Chase's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises JPMorgan Chase's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2003-01-22 | 2002-12-31 | -0.09 | -0.07 | 0.02 | 22 | ||
2002-07-17 | 2002-06-30 | 0.65 | 0.58 | -0.07 | 10 | ||
2009-04-16 | 2009-03-31 | 0.32 | 0.4 | 0.08 | 25 | ||
2001-03-12 | 2000-12-31 | 0.45 | 0.37 | -0.08 | 17 | ||
1999-01-19 | 1998-12-31 | 0.79 | 0.87 | 0.08 | 10 | ||
2002-10-16 | 2002-09-30 | 0.07 | 0.16 | 0.09 | 128 | ||
2010-04-14 | 2010-03-31 | 0.64 | 0.74 | 0.1 | 15 | ||
2008-07-17 | 2008-06-30 | 0.44 | 0.54 | 0.1 | 22 |
JPMorgan Chase Target Price Consensus
JPMorgan target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. JPMorgan Chase's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 22 | Buy |
Most JPMorgan analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand JPMorgan stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of JPMorgan Chase, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationJPMorgan Chase Target Price Projection
JPMorgan Chase's current and average target prices are 247.36 and 222.47, respectively. The current price of JPMorgan Chase is the price at which JPMorgan Chase Co is currently trading. On the other hand, JPMorgan Chase's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
JPMorgan Chase Market Quote on 9th of December 2024
Target Price
Analyst Consensus On JPMorgan Chase Target Price
JPMorgan Chase Analyst Ratings
JPMorgan Chase's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about JPMorgan Chase stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of JPMorgan Chase's financials, market performance, and future outlook by experienced professionals. JPMorgan Chase's historical ratings below, therefore, can serve as a valuable tool for investors.Know JPMorgan Chase's Top 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 originate 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 | Wellington Management Company Llp | 2024-09-30 | 29.8 M | Northern Trust Corp | 2024-09-30 | 29.3 M | Bank Of New York Mellon Corp | 2024-09-30 | 25.2 M | Massachusetts Financial Services Company | 2024-09-30 | 24.9 M | Wells Fargo & Co | 2024-09-30 | 24.5 M | Royal Bank Of Canada | 2024-09-30 | 24.1 M | Legal & General Group Plc | 2024-09-30 | 23.2 M | Ameriprise Financial Inc | 2024-09-30 | 23 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 21.9 M | Vanguard Group Inc | 2024-09-30 | 272.2 M | Blackrock Inc | 2024-06-30 | 198.7 M |
JPMorgan Chase's market capitalization trends
The company currently falls under 'Mega-Cap' category with a total capitalization of 696.4 B.Market Cap |
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JPMorgan Chase's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.15 | 0.08 |
Determining JPMorgan Chase's profitability involves analyzing its financial statements and using various financial metrics to determine if JPMorgan Chase is a good buy. For example, gross profit margin measures JPMorgan Chase's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of JPMorgan Chase's profitability and make more informed investment decisions.
Evaluate JPMorgan Chase's management efficiency
JPMorgan Chase has Return on Asset of 0.0133 % which means that on every $100 spent on assets, it made $0.0133 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1622 %, implying that it generated $0.1622 on every 100 dollars invested. JPMorgan Chase's management efficiency ratios could be used to measure how well JPMorgan Chase manages its routine affairs as well as how well it operates its assets and liabilities. At this time, JPMorgan Chase's Return On Tangible Assets are very stable compared to the past year. As of the 9th of December 2024, Return On Assets is likely to grow to 0.01, while Return On Capital Employed is likely to drop 0.02. At this time, JPMorgan Chase's Debt To Assets are very stable compared to the past year. As of the 9th of December 2024, Return On Assets is likely to grow to 0.01, while Non Currrent Assets Other are likely to drop (9.7 B).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 111.58 | 117.16 | |
| Tangible Book Value Per Share | 89.67 | 94.15 | |
| Enterprise Value Over EBITDA | 11.62 | 12.21 | |
| Price Book Value Ratio | 1.52 | 1.03 | |
| Enterprise Value Multiple | 11.62 | 12.21 | |
| Price Fair Value | 1.52 | 1.03 | |
| Enterprise Value | 335.6 B | 352.4 B |
Effective leadership at JPMorgan Chase drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Dividend Yield 0.0202 | Forward Dividend Yield 0.0202 | Forward Dividend Rate 5 | Beta 1.091 |
Basic technical analysis of JPMorgan Stock
As of the 9th of December, JPMorgan Chase retains the market risk adjusted performance of 0.1239, and Risk Adjusted Performance of 0.0888. JPMorgan Chase technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out JPMorgan Chase coefficient of variation, treynor ratio, as well as the relationship between the Treynor Ratio and semi variance to decide if JPMorgan Chase is priced correctly, providing market reflects its last-minute price of 247.36 per share. Given that JPMorgan Chase Co has jensen alpha of (0.03), we strongly advise you to confirm JPMorgan Chase's regular market performance to make sure the company can sustain itself at some point in the future.JPMorgan Chase's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific JPMorgan Chase insiders, such as employees or executives, is commonly permitted as long as it does not rely on JPMorgan Chase's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases JPMorgan Chase insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
JPMorgan Chase's Outstanding Corporate Bonds
JPMorgan Chase issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. JPMorgan Chase uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most JPMorgan bonds can be classified according to their maturity, which is the date when JPMorgan Chase Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| JPMORGAN CHASE 33 Corp BondUS46625HQW33 | View | |
| JPMORGAN CHASE 3625 Corp BondUS46625HRX07 | View | |
| JPMORGAN CHASE 295 Corp BondUS46625HRV41 | View | |
| US46625HRY89 Corp BondUS46625HRY89 | View | |
| JPMORGAN CHASE 32 Corp BondUS46625HRS12 | View | |
| JPMORGAN CHASE 55 Corp BondUS46625HHV50 | View | |
| JPMORGAN CHASE 64 Corp BondUS46625HHF01 | View | |
| JPMORGAN CHASE 56 Corp BondUS46625HJB78 | View |
Understand JPMorgan Chase's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing JPMorgan Chase's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0888 | |||
| Market Risk Adjusted Performance | 0.1239 | |||
| Mean Deviation | 1.11 | |||
| Semi Deviation | 1.35 | |||
| Downside Deviation | 1.58 | |||
| Coefficient Of Variation | 897.76 | |||
| Standard Deviation | 2.0 | |||
| Variance | 3.99 | |||
| Information Ratio | 0.0409 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | 0.0519 | |||
| Treynor Ratio | 0.1139 | |||
| Maximum Drawdown | 15.87 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 2.05 | |||
| Downside Variance | 2.48 | |||
| Semi Variance | 1.82 | |||
| Expected Short fall | (1.23) | |||
| Skewness | 2.54 | |||
| Kurtosis | 16.22 |
| Risk Adjusted Performance | 0.0888 | |||
| Market Risk Adjusted Performance | 0.1239 | |||
| Mean Deviation | 1.11 | |||
| Semi Deviation | 1.35 | |||
| Downside Deviation | 1.58 | |||
| Coefficient Of Variation | 897.76 | |||
| Standard Deviation | 2.0 | |||
| Variance | 3.99 | |||
| Information Ratio | 0.0409 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | 0.0519 | |||
| Treynor Ratio | 0.1139 | |||
| Maximum Drawdown | 15.87 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 2.05 | |||
| Downside Variance | 2.48 | |||
| Semi Variance | 1.82 | |||
| Expected Short fall | (1.23) | |||
| Skewness | 2.54 | |||
| Kurtosis | 16.22 |
Consider JPMorgan Chase's intraday indicators
JPMorgan Chase intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of JPMorgan Chase stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
JPMorgan Chase Corporate Filings
| 6th of December 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
FWP | 3rd of December 2024 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
JPMorgan Stock media impact
Far too much social signal, news, headlines, and media speculation about JPMorgan Chase that are available to investors today. That information is available publicly through JPMorgan media outlets and privately through word of mouth or via JPMorgan internal channels. However, regardless of the origin, that massive amount of JPMorgan data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of JPMorgan Chase news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of JPMorgan Chase relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to JPMorgan Chase's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive JPMorgan Chase alpha.
JPMorgan Chase Historical Investor Sentiment
Investor biases related to JPMorgan Chase's public news can be used to forecast risks associated with an investment in JPMorgan. The trend in average sentiment can be used to explain how an investor holding JPMorgan can time the market purely based on public headlines and social activities around JPMorgan Chase Co. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
JPMorgan Chase's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for JPMorgan Chase and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average JPMorgan Chase news discussions. The higher the estimate score, the more favorable the investor's outlook on JPMorgan Chase.
JPMorgan Chase Maximum Pain Price across 2024-12-13 Option Contracts
JPMorgan Chase's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of JPMorgan Chase close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of JPMorgan Chase's options.
JPMorgan Chase Corporate Directors
| Todd Combs | Independent Director | Profile | |
| Lee Raymond | Lead Independent Director | Profile | |
| James Crown | Independent Director | Profile | |
| Linda Bammann | Independent Director | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Diversified Banks space 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 0.009 | Dividend Share 4.6 | Earnings Share 17.98 | Revenue Per Share 56.043 | Quarterly Revenue Growth 0.03 |
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.
In summary, please note that there is a difference between JPMorgan Chase's value and its price, as these two are different measures arrived at by various 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.