Jpmorgan Chase Co Stock Performance
| JPM Stock | USD 244.76 3.98 1.65% |
On a scale of 0 to 100, JPMorgan Chase holds a performance score of 7. The company retains a Market Volatility (i.e., Beta) of 1.86, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, JPMorgan Chase will likely underperform. Please check JPMorgan Chase's semi variance, and the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether JPMorgan Chase's current trending patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Chase Co are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady basic indicators, JPMorgan Chase displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.26 | Five Day Return 0.97 | Year To Date Return 41.68 | Ten Year Return 303.32 | All Time Return 2.5 K |
Forward Dividend Yield 0.0206 | Payout Ratio 0.2855 | Last Split Factor 3:2 | Forward Dividend Rate 5 | Dividend Date 2024-10-31 |
1 | Acquisition by Stephen Burke of 290 shares of JPMorgan Chase at 210.86 subject to Rule 16b-3 | 09/30/2024 |
2 | Chase opens new J.P. Morgan branches based on First Republic lessons | 10/16/2024 |
3 | JPMorgan Regains Top Spot as Best U.S. Sell-Side Research Firm | 10/29/2024 |
| JPMorgan Chase dividend paid on 31st of October 2024 | 10/31/2024 |
5 | Major Banks Prepare for Election Impact on U.S. Credit Markets | 11/06/2024 |
6 | Why Investors Were Feasting on Yum China Stock This Week | 11/08/2024 |
7 | Trump Trades Power On, Asia Investors Show Caution Markets Wrap | 11/11/2024 |
8 | Disposition of 2100 shares by Mary Erdoes of JPMorgan Chase subject to Rule 16b-3 | 11/14/2024 |
9 | Braze CTO Jonathan Hyman sells 238,738 in stock | 11/20/2024 |
| Begin Period Cash Flow | 567.2 B |
JPMorgan |
JPMorgan Chase Relative Risk vs. Return Landscape
If you would invest 21,784 in JPMorgan Chase Co on August 24, 2024 and sell it today you would earn a total of 2,692 from holding JPMorgan Chase Co or generate 12.36% return on investment over 90 days. JPMorgan Chase Co is generating 0.2051% of daily returns assuming volatility of 2.0479% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than JPMorgan, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
JPMorgan Chase Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Chase's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as JPMorgan Chase Co, and traders can use it to determine the average amount a JPMorgan Chase's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1002
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Estimated Market Risk
| 2.05 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average JPMorgan Chase is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JPMorgan Chase by adding it to a well-diversified portfolio.
JPMorgan Chase Fundamentals Growth
JPMorgan Stock prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Chase, and JPMorgan Chase fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on JPMorgan Stock performance.
| Return On Equity | 0.16 | |||
| Return On Asset | 0.0133 | |||
| Profit Margin | 0.33 % | |||
| Operating Margin | 0.44 % | |||
| Current Valuation | 204.68 B | |||
| Shares Outstanding | 2.82 B | |||
| Price To Earning | 11.54 X | |||
| Price To Book | 2.11 X | |||
| Price To Sales | 4.22 X | |||
| Revenue | 145.67 B | |||
| Gross Profit | 122.31 B | |||
| EBITDA | 78.06 B | |||
| Net Income | 49.55 B | |||
| Cash And Equivalents | 1.43 T | |||
| Cash Per Share | 485.97 X | |||
| Total Debt | 436.54 B | |||
| Debt To Equity | 8.50 % | |||
| Book Value Per Share | 115.15 X | |||
| Cash Flow From Operations | 12.97 B | |||
| Earnings Per Share | 17.82 X | |||
| Market Capitalization | 684.38 B | |||
| Total Asset | 3.88 T | |||
| Retained Earnings | 332.9 B | |||
About JPMorgan Chase Performance
By examining JPMorgan Chase's fundamental ratios, stakeholders can obtain critical insights into JPMorgan Chase's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that JPMorgan Chase is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| 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 |
Things to note about JPMorgan Chase performance evaluation
Checking the ongoing alerts about JPMorgan Chase for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for JPMorgan Chase help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 investing.com: Braze CTO Jonathan Hyman sells 238,738 in stock |
- Analyzing JPMorgan Chase's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether JPMorgan Chase's stock is overvalued or undervalued compared to its peers.
- Examining JPMorgan Chase's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating JPMorgan Chase's management team can have a significant impact on its success or failure. Reviewing the track record and experience of JPMorgan Chase's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of JPMorgan Chase's stock. These opinions can provide insight into JPMorgan Chase's potential for growth and whether the stock is currently undervalued or overvalued.
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 Bonds Directory module to find actively traded corporate debentures issued by US companies.
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 17.82 | 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.
Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different 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.