Inside the research
JPMorgan Chase & Co.
JPM Research profile · latest available data
Price overview
$343.06
▲ +4.50 (+1.3%)
| 52w hi | $365.18 |
|---|---|
| 52w lo | $280.14 |
| Vol | 11.46M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.70
| Short | +0.75 |
|---|---|
| Medium | +0.64 |
| Long | +0.69 |
computed 2026-09-27
Key fundamentals
JPMorgan Chase & Co.
Financial Services · Banks - Diversified
| Market cap | $911.92B |
|---|---|
| Enterprise value | $749.85B |
| Trailing P/E | 14.70x |
| Forward P/E | 13.70x |
| P / S (ttm) | 4.89x |
| Profit margin | 34.9% |
| Return on equity | 17.8% |
| Revenue growth | +30.4% |
| Earnings growth | +46.9% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.44 | |
| Sector | +0.02 | |
| Technical | +0.27 | |
| Earnings | +0.00 | |
| Sentiment | +0.47 |
macro × 1.00 · 2026-09-27
Business overview
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Risk Metrics
| Beta vs SPX | 0.96 |
|---|---|
| Corr SPX | 0.62 |
| Annual vol | 24.8% |
| Annual ret | +27.3% |
| Sharpe | 1.10 |
| Max DD | -24.9% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $342.32 |
|---|---|
| High / Low | $391.00 / $295.00 |
| Median | $342.50 |
| Analysts | 22 |
| Strong Buy | 5 | |
|---|---|---|
| Buy | 8 | |
| Hold | 12 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-17 | Evercore ISI Group | → Outperform |
| 2026-04-15 | Truist Securities | → Hold |
| 2026-04-15 | Jefferies | → Hold |
| 2026-04-14 | Piper Sandler | → Overweight |
| 2026-04-06 | Evercore ISI Group | → Outperform |
| 2026-03-30 | Piper Sandler | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-23 | Other Material Event, Exhibits | read |
| 2026-07-23 | Bylaws Amendment | read |
| 2026-07-14 | Earnings Release, Exhibits | read |
| 2026-07-14 | Reg FD Disclosure, Exhibits | read |
| 2026-06-25 | Officer / Director Change | read |
| 2026-06-24 | Reg FD Disclosure, Exhibits | read |
| 2026-06-24 | Other Material Event, Exhibits | read |
| 2026-06-02 | Other Material Event, Exhibits | read |
| 2026-05-27 | Other Material Event, Exhibits | read |
| 2026-05-21 | Shareholder Vote | read |
| 2026-05-07 | 3.03, Bylaws Amendment… | read |
| 2026-04-24 | Bylaws Amendment | read |
Connections
Subsidiarys: Chase Bank
Dividends
| Yield (TTM) | 1.31% |
|---|---|
| $ / share (TTM) | $4.50 |
| 5y CAGR | +9.0% |
Annual dividend per share
| 2021 | $3.70 |
|---|---|
| 2022 | $4.00 |
| 2023 | $4.05 |
| 2024 | $4.60 |
| 2025 | $5.55 |
| 2026 | $3.00 |
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $158.10B | +5.5% | |
| Net income | $58.47B | +8.7% | |
| Cash from ops | -$147.78B | -1.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $340.77 | $343.31 | $338.64 | $343.06 | 11.46M |
| Sep 24 | $338.12 | $339.37 | $335.28 | $338.56 | 6.93M |
| Sep 23 | $337.61 | $341.44 | $336.98 | $337.53 | 7.07M |
| Sep 22 | $352.00 | $352.10 | $337.30 | $340.00 | 11.49M |
| Sep 21 | $353.67 | $354.50 | $350.08 | $352.04 | 6.41M |
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