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
Vol11.46M
As of25 Sep 2026

The Verdict

Buy

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/E14.70x
Forward P/E13.70x
P / S (ttm)4.89x
Profit margin34.9%
Return on equity17.8%
Revenue growth+30.4%
Earnings growth+46.9%

Layer Breakdown

LayerRawContribution
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.

United States · www.jpmorganchase.com

Risk Metrics

Beta vs SPX0.96
Corr SPX0.62
Annual vol24.8%
Annual ret+27.3%
Sharpe1.10
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
Analysts22
Strong Buy5
Buy8
Hold12
Sell0
Strong Sell0

Recent rating actions

2026-04-17Evercore ISI Group→ Outperform
2026-04-15Truist Securities→ Hold
2026-04-15Jefferies→ Hold
2026-04-14Piper Sandler→ Overweight
2026-04-06Evercore ISI Group→ Outperform
2026-03-30Piper Sandler→ Overweight

Material Events

DateEvent8-K
2026-07-23Other Material Event, Exhibitsread
2026-07-23Bylaws Amendmentread
2026-07-14Earnings Release, Exhibitsread
2026-07-14Reg FD Disclosure, Exhibitsread
2026-06-25Officer / Director Changeread
2026-06-24Reg FD Disclosure, Exhibitsread
2026-06-24Other Material Event, Exhibitsread
2026-06-02Other Material Event, Exhibitsread
2026-05-27Other Material Event, Exhibitsread
2026-05-21Shareholder Voteread
2026-05-073.03, Bylaws Amendment…read
2026-04-24Bylaws Amendmentread

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

DateFormDoc
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view
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2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$158.10B+5.5%
Net income$58.47B+8.7%
Cash from ops-$147.78B-1.3%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$340.77$343.31$338.64$343.0611.46M
Sep 24$338.12$339.37$335.28$338.566.93M
Sep 23$337.61$341.44$336.98$337.537.07M
Sep 22$352.00$352.10$337.30$340.0011.49M
Sep 21$353.67$354.50$350.08$352.046.41M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →