JPMorgan Chase (Brazil) Performance
| JPMC34 Stock | BRL 150.18 1.72 1.16% |
The company retains a Market Volatility (i.e., Beta) of 0.38, which attests to possible diversification benefits within a given portfolio. 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 1.37%. Please check out JPMorgan Chase maximum drawdown, potential upside, and the relationship between the treynor ratio and value at risk , to decide if JPMorgan Chase will be following its current trending patterns.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days JPMorgan Chase Co has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong primary indicators, JPMorgan Chase is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 740.8 B |
JPMorgan |
JPMorgan Chase Relative Risk vs. Return Landscape
If you would invest 14,976 in JPMorgan Chase Co on November 29, 2024 and sell it today you would earn a total of 42.00 from holding JPMorgan Chase Co or generate 0.28% return on investment over 90 days. JPMorgan Chase Co is generating 0.014% of daily returns and assumes 1.3737% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than JPMorgan, 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 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 = 0.0102
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| Negative Returns | JPMC34 |
Estimated Market Risk
| 1.37 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average JPMorgan Chase is not performing at its full potential. However, 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 JPMorgan Chase 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 | 0.13 | |||
| Return On Asset | 0.0102 | |||
| Profit Margin | 0.31 % | |||
| Operating Margin | 0.38 % | |||
| Current Valuation | 1.95 T | |||
| Shares Outstanding | 29.34 B | |||
| Price To Earning | 44.99 X | |||
| Price To Book | 1.54 X | |||
| Price To Sales | 16.76 X | |||
| Revenue | 128.69 B | |||
| Cash And Equivalents | 1.06 T | |||
| Cash Per Share | 162.93 X | |||
| Total Debt | 422.7 B | |||
| Book Value Per Share | 9.03 X | |||
| Cash Flow From Operations | 78.08 B | |||
| Earnings Per Share | 6.40 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.
JPMorgan Chase Co. operates as a financial services company worldwide. The company was founded in 1799 and is headquartered in New York, New York. JPMORGAN DRN operates under Banks - Global classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 254983 people.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.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 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 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 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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