JPMORGAN Competition

Bonds . USA . 
Bond . JPMORGAN CHASE 64
46625HHF0   111.84  0.68  0.61%   
  
Hype
Prediction
LowEstimatedHigh
110.91111.84112.77
Details
Intrinsic
Valuation
LowRealHigh
108.40109.33123.02
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as JPMORGAN. Your research has to be compared to or analyzed against JPMORGAN's peers to derive any actionable benefits. When done correctly, JPMORGAN's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in JPMORGAN CHASE 64.

JPMORGAN Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between JPMORGAN and its competitors represents the degree of relationship between the price movements of corresponding bonds. A correlation of about +1.0 implies that the price of JPMORGAN and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of JPMORGAN CHASE 64 does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MRVL
+ 0.93
SCHW
LLYVK
+ 0.92
SCHW
GM
+ 0.92
SCHW
MRVL
+ 0.9
LLYVK
GM
+ 0.9
MRVL
GM
+ 0.82
KSCP
  
High negative correlations   
AMIX
- 0.63
LLYVK
AMIX
- 0.52
SCHW
AMIX
- 0.5
GM
EATBF
- 0.49
90331HPL1
AMIX
- 0.48
MRVL
SCHW
- 0.4
90331HPL1

Risk-Adjusted Indicators

There is a big difference between JPMORGAN Bond performing well and JPMORGAN Corporate Bond doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze JPMORGAN's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
00108WAF7  1.26  0.13  0.03  0.58  1.37 
(1.38)
 3.24 
(2.55)
 10.75 
90331HPL1  0.32 (0.07) 0.00 (0.16) 0.00 
 0.00 
 0.32 
(0.85)
 7.02 
EATBF  16.35  3.71  0.15 (13.46) 13.83 
(31.88)
 54.17 
(29.63)
 221.76 
SCHW  1.06  0.26  0.21  0.41  0.70 
(1.15)
 2.77 
(1.39)
 9.62 
KSCP  8.42  0.72  0.06  0.60  11.48 
(8.60)
 17.97 
(23.58)
 52.99 
LLYVK  1.40  0.80  0.69  0.89  0.00 
(1.72)
 4.50 
(1.20)
 10.51 
MRVL  2.16  0.20  0.11  0.23  2.33 
(2.50)
 4.66 
(3.35)
 17.34 
GM  1.48  0.18  0.11  0.24  1.71 
(1.57)
 3.74 
(2.76)
 12.14 
CSTXF  6.99  0.42  0.04  0.37  7.39 
(15.03)
 24.44 
(17.93)
 80.10 
AMIX  7.05  0.02  0.00  0.07  0.00 
 0.00 
 21.84 
(15.75)
 114.12 
All Fundamental Data

JPMORGAN Competitive Analysis

The better you understand JPMORGAN competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, JPMORGAN's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across JPMORGAN's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
46625HHF0 00108WAF7 90331HPL1 EATBF SCHW KSCP LLYVK MRVL GM CSTXF
 0.61 
 111.84 
JPMORGAN
 12.11 
 82.21 
00108WAF7
 0.00 
 95.96 
90331HPL1
 46.88 
 0.09 
Eat
 0.63 
 81.77 
Charles
 2.56 
 16.03 
Knightscope
 0.53 
 72.29 
Liberty
 0.29 
 92.24 
Marvell
 2.85 
 60.20 
GM
 8.94 
 0.02 
CryptoStar
Market Volatility
(90 Days Market Risk)
Very steady
Out of control
Very steady
Out of control
Very steady
Risky
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Weak
OK
Very Weak
OK
Solid
Modest
Very Strong
Good
Good
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Below Average
Below Average
Below Average
Above Average
Low
Below Average
Low
Low
Very Small
Below Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Buy
Strong Buy
Strong Buy
Strong Buy
Buy
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Sell
Cautious Hold
Hold
Strong Sell
Strong Buy
Strong Sell
Strong Hold
Buy
Strong Buy
Strong Sell
Current Ratio
N/A
N/A
N/A
6.89
0.4
2.46
N/A
1.35
1.14
2.04
Net Asset
N/A
N/A
N/A
N/A
493.18 B
22.97 M
1.16 B
21.23 B
273.06 B
36.71 M
Profit Margin
N/A
N/A
N/A
N/A
0.27
-2.44
N/A
-0.18
0.0606
-1.01
EBITDA
N/A
N/A
N/A
N/A
10.62 B
(19.2 M)
(170 M)
850.7 M
9.3 B
1.24 M
Operating Margin
N/A
N/A
N/A
1.36
0.38
-2.02
N/A
-0.0757
0.0786
-0.93
Current Valuation
N/A
N/A
N/A
(2.78 M)
154.71 B
63.27 M
7.66 B
83.46 B
161.83 B
10.08 M
Price To Book
N/A
N/A
N/A
0.54
3.94
6.61
0.35
5.62
0.91
0.21
Retained Earnings
N/A
N/A
N/A
N/A
33.9 B
(161.46 M)
N/A
(16.7 M)
55.39 B
N/A
Current Asset
N/A
N/A
N/A
N/A
50 B
N/A
N/A
2.92 B
78.01 B
N/A
Five Year Return
N/A
N/A
N/A
N/A
1.19
N/A
N/A
0.8
4.06
N/A
Beta
N/A
N/A
N/A
1.37
0.95
1.51
N/A
1.44
1.41
3.59
Number Of Employees
N/A
N/A
N/A
3
32.1 K
95
N/A
6.51 K
163 K
4
Shares Outstanding
N/A
N/A
N/A
56.9 M
1.78 B
3.48 M
63.62 M
866.2 M
1.1 B
429.02 M
Cash Flow From Operations
N/A
N/A
N/A
(1.39 M)
19.59 B
(24.16 M)
(13 M)
1.37 B
20.93 B
(3.39 M)
Annual Yield
N/A
N/A
N/A
N/A
0.0123
N/A
N/A
0.0026
0.0082
N/A
Total Debt
N/A
N/A
N/A
N/A
59.08 B
2.93 M
1.32 B
4.4 B
122.65 B
2.13 M
Return On Equity
N/A
N/A
N/A
-0.97
0.12
-2.25
N/A
-0.0653
0.14
-0.28
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.6
Return On Asset
N/A
N/A
N/A
-0.52
0.0109
-0.72
-0.0075
-0.0117
0.027
-0.12
Book Value Per Share
N/A
N/A
N/A
0.12
20.78
-14.87
-2.25
16.4
64.49
0.052
Number Of Shares Shorted
N/A
N/A
N/A
N/A
16.97 M
318.73 K
871.39 K
18.19 M
29.65 M
N/A
Current Liabilities
N/A
N/A
N/A
N/A
165.28 B
N/A
N/A
1.23 B
71.47 B
N/A
Total Asset
N/A
N/A
N/A
N/A
493.18 B
22.97 M
1.16 B
21.23 B
273.06 B
36.71 M
Debt To Equity
N/A
N/A
N/A
N/A
0.71
0.049
N/A
0.31
1.65
0.09
Short Ratio
N/A
N/A
N/A
N/A
2.18
0.88
2.74
1.81
2.28
N/A
Target Price
N/A
N/A
N/A
N/A
78.7
187.5
68.0
92.73
59.26
N/A
Last Dividend Paid
N/A
N/A
N/A
N/A
1.0
N/A
N/A
0.24
0.45
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
84.99
2.88
77.65
89.34
87.3
N/A
Market Capitalization
N/A
N/A
N/A
1.52 M
149.68 B
61.21 M
6.12 B
79.9 B
66.2 B
14.5 M
Price To Earning
N/A
N/A
N/A
N/A
24.36
N/A
N/A
20.88
6.76
N/A
Price To Earnings To Growth
N/A
N/A
N/A
N/A
1.32
N/A
N/A
1.52
6.87
N/A
Price To Sales
N/A
N/A
N/A
17.38
7.99
5.19
N/A
15.14
0.36
1.4
Net Income
N/A
N/A
N/A
(12.75 M)
5.07 B
(22.12 M)
(142 M)
(933.4 M)
9.84 B
(3.46 M)
Earnings Per Share
N/A
N/A
N/A
-0.074
2.56
-14.08
-1.54
-1.11
9.37
-0.006
Shares Owned By Insiders
N/A
N/A
N/A
0.2
6.26
1.97
27.23
0.48
0.22
24.6
Revenue
N/A
N/A
N/A
(9.28 M)
18.84 B
12.8 M
N/A
5.51 B
171.84 B
4.74 M
Working Capital
N/A
N/A
N/A
N/A
(115.27 B)
(420 K)
225 M
1.25 B
7.17 B
N/A
Cash And Equivalents
N/A
N/A
N/A
3.35 M
40.2 B
11.07 M
N/A
617.1 M
19.15 B
2.51 M
Cash Per Share
N/A
N/A
N/A
0.06
48.82
0.29
N/A
0.72
18.45
0.01
Gross Profit
N/A
N/A
N/A
(9.28 M)
20.17 B
(2.06 M)
N/A
3.03 B
21.15 B
4.28 M
Day Typical Price
111.84
82.21
95.96
0.11
81.76
15.89
72.31
92.81
60.11
0.0214
Accumulation Distribution
N/A
N/A
N/A
0.55
0.0157
0.12
0.0162
0.0268
0.0382
N/A
Market Facilitation Index
N/A
N/A
N/A
0.088
1.29
2.03
1.18
2.53
2.34
N/A
Daily Balance Of Power
9.2 T
9.2 T
0.0
0.3409
0.3953
0.197
0.322
(0.11)
0.7137
(9,223,372,036,855)
Period Momentum Indicator
0.68
8.88
N/A
0.03
0.51
0.4
0.38
(0.27)
1.67
(0)
Rate Of Daily Change
1.01
1.12
1.0
1.47
1.01
1.03
1.01
1.0
1.03
0.91
Day Median Price
111.84
82.21
95.96
0.12
81.76
15.82
72.32
93.1
60.07
0.0214
Price Action Indicator
0.34
4.44
N/A
(0.01)
0.27
0.42
0.16
(0.99)
0.97
(0)
Coefficient Of Variation
(39,129)
1149.28
(2,717)
855.33
428.38
1257.87
220.02
675.3
631.45
1955.95
Mean Deviation
0.8452
1.26
0.3176
16.35
1.06
8.42
1.4
2.16
1.48
6.99
Jensen Alpha
(0.02)
0.1286
(0.07)
3.71
0.2631
0.7245
0.8026
0.2026
0.1771
0.4184
Total Risk Alpha
(0.30)
(0.14)
(0.18)
(1.22)
0.1176
(0.88)
0.6063
(0.03)
(0)
(1.29)
Sortino Ratio
N/A
0.0268
N/A
0.146
0.2079
0.0606
0.692
0.1132
0.1095
0.041
Downside Variance
N/A
2.56
N/A
595.93
1.47
168.36
1.36
6.63
4.22
148.34
Standard Deviation
1.85
1.97
0.869
31.58
1.63
11.5
2.06
2.84
2.23
12.29
Kurtosis
15.36
6.04
13.21
20.88
4.67
0.8451
4.4
1.21
4.7
6.35
Potential Upside
0.9112
3.24
0.3246
54.17
2.77
17.97
4.5
4.66
3.74
24.44
Treynor Ratio
(0.89)
0.5833
(0.16)
(13.46)
0.4086
0.5966
0.8908
0.2345
0.2446
0.3666
Maximum Drawdown
12.25
10.75
7.02
221.76
9.62
52.99
10.51
17.34
12.14
80.1
Variance
3.42
3.88
0.7552
997.47
2.66
132.27
4.24
8.05
4.99
151.13
Market Risk Adjusted Performance
(0.88)
0.5933
(0.15)
(13.45)
0.4186
0.6066
0.9008
0.2445
0.2546
0.3766
Risk Adjusted Performance
0.0039
0.0726
(0.03)
0.0991
0.1837
0.0701
0.3536
0.1205
0.1276
0.0485
Skewness
2.1
1.69
(1.00)
3.75
1.58
(0.55)
1.75
0.0717
0.9067
1.77
Semi Deviation
N/A
1.37
N/A
13.83
0.6998
11.48
0.0
2.33
1.71
7.39
Information Ratio
(0.07)
0.0217
(0.18)
0.1128
0.1546
0.0683
0.392
0.1028
0.1008
0.0407
Value At Risk
(1.42)
(2.55)
(0.85)
(29.63)
(1.39)
(23.58)
(1.20)
(3.35)
(2.76)
(17.93)
Expected Short fall
N/A
(1.38)
N/A
(31.88)
(1.15)
(8.60)
(1.72)
(2.50)
(1.57)
(15.03)
Downside Deviation
N/A
1.6
N/A
24.41
1.21
12.98
1.17
2.58
2.06
12.18
Semi Variance
N/A
1.87
N/A
191.18
0.4897
131.75
(0.19)
5.43
2.94
54.63

JPMORGAN Competition Performance Charts

Five steps to successful analysis of JPMORGAN Competition

JPMORGAN's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by JPMORGAN CHASE 64 in relation to its competition. JPMORGAN's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of JPMORGAN in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact JPMORGAN's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to JPMORGAN CHASE 64, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your JPMORGAN position

In addition to having JPMORGAN 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.

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Run Junk Bonds Funds Thematic Idea Now

Junk Bonds Funds
Junk Bonds Funds Theme
Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues. The Junk Bonds Funds theme has 42 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 Junk Bonds Funds Theme or any other thematic opportunities.
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Other Information on Investing in JPMORGAN Bond

JPMORGAN financial ratios help investors to determine whether JPMORGAN Bond is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in JPMORGAN with respect to the benefits of owning JPMORGAN security.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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