JPMorgan Financial Statements From 2010 to 2026
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Check JPMorgan financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among JPMorgan's main balance sheet or income statement drivers, such as , as well as many indicators such as . JPMorgan financial statements analysis is a perfect complement when working with JPMorgan Valuation or Volatility modules.
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JPMorgan ETF Beta Analysis
JPMorgan's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current JPMorgan Beta | 1.31 |
Most of JPMorgan's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, JPMorgan is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
CompetitionIn accordance with the recently published financial statements, JPMorgan has a Beta of 1.31. This is much higher than that of the JPMorgan family and significantly higher than that of the Global Large-Stock Growth category. The beta for all United States etfs is notably lower than that of the firm.
About JPMorgan Financial Statements
JPMorgan shareholders use historical fundamental indicators, such as revenue or net income, to determine how well the company is positioned to perform in the future. Although JPMorgan investors may analyze each financial statement separately, they are all interrelated. The changes in JPMorgan's assets and liabilities, for example, are also reflected in the revenues and expenses on on JPMorgan's income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.
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Pair Trading with JPMorgan
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if JPMorgan position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in JPMorgan will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to JPMorgan could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace JPMorgan when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back JPMorgan - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling JPMorgan to buy it.
The correlation of JPMorgan is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as JPMorgan moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if JPMorgan moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for JPMorgan can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of JPMorgan 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's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan'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's market value can be influenced by many factors that don't directly affect JPMorgan's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan'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.