Jpmorgan Chase Co Preferred Stock Performance
| JPM-PD Preferred Stock | USD 25.09 0.01 0.04% |
JPMorgan Chase has a performance score of 4 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.061, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JPMorgan Chase's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Chase is expected to be smaller as well. JPMorgan Chase currently retains a risk of 0.44%. Please check out JPMorgan Chase total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to decide if JPMorgan Chase will be following its current trending patterns.
Risk-Adjusted Performance
4 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Chase Co are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound primary indicators, JPMorgan Chase is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 740.8 B |
JPMorgan |
JPMorgan Chase Relative Risk vs. Return Landscape
If you would invest 2,474 in JPMorgan Chase Co on August 31, 2024 and sell it today you would earn a total of 35.00 from holding JPMorgan Chase Co or generate 1.41% return on investment over 90 days. JPMorgan Chase Co is generating 0.0232% of daily returns assuming 0.4356% volatility of returns over the 90 days investment horizon. Simply put, 3% of all preferred stocks have less volatile historical return distribution than JPMorgan Chase, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading 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 preferred 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 = 0.0533
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| Negative Returns | JPM-PD |
Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average JPMorgan Chase is performing at about 4% 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 Preferred 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 Preferred Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0102 | ||||
| Profit Margin | 0.31 % | ||||
| Operating Margin | 0.38 % | ||||
| Current Valuation | (770.95 B) | ||||
| Shares Outstanding | 3.32 B | ||||
| Price To Sales | 2.69 X | ||||
| Revenue | 128.69 B | ||||
| EBITDA | 73.05 B | ||||
| Total Debt | 422.7 B | ||||
| Book Value Per Share | 90.29 X | ||||
| Cash Flow From Operations | 78.08 B | ||||
| Earnings Per Share | 13.48 X | ||||
| Total Asset | 3.67 T | ||||
About JPMorgan Chase Performance
By analyzing JPMorgan Chase's fundamental ratios, stakeholders can gain valuable insights into JPMorgan Chase's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPMorgan Chase has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if JPMorgan Chase has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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. Preferred 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.Evaluating JPMorgan Chase's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate JPMorgan Chase's preferred stock performance include:- 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 preferred stock. These opinions can provide insight into JPMorgan Chase's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for JPMorgan Preferred Stock analysis
When running JPMorgan Chase's price analysis, check to measure JPMorgan Chase's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.
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