Jpmorgan Chase Co Stock Buy Hold or Sell Recommendation
| JPM Stock | USD 249.72 0.07 0.03% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding JPMorgan Chase Co is 'Strong Hold'. The recommendation algorithm takes into account all of JPMorgan Chase's available fundamental, technical, and predictive indicators you will find on this site.
Check out JPMorgan Chase Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as JPMorgan and provide practical buy, sell, or hold advice based on investors' constraints. 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.
JPMorgan |
Execute JPMorgan Chase Buy or Sell Advice
The JPMorgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on JPMorgan Chase Co. Macroaxis does not own or have any residual interests in JPMorgan Chase Co or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute JPMorgan Chase's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
JPMorgan Chase Trading Alerts and Improvement Suggestions
| 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 simplywall.st: Fujian Raynen Technology Co., Ltd.s market cap increased by CN809m, insiders receive a 63 percent cut |
JPMorgan Chase Returns Distribution Density
The distribution of JPMorgan Chase's historical returns is an attempt to chart the uncertainty of JPMorgan Chase's future price movements. The chart of the probability distribution of JPMorgan Chase daily returns describes the distribution of returns around its average expected value. We use JPMorgan Chase Co price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of JPMorgan Chase returns is essential to provide solid investment advice for JPMorgan Chase.
| Mean Return | 0.21 | Value At Risk | -2 | Potential Upside | 2.05 | Standard Deviation | 2.01 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of JPMorgan Chase historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
JPMorgan Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as JPMorgan Chase, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading JPMorgan Chase Co back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | T. Rowe Price Associates, Inc. | 2024-06-30 | 31 M | Northern Trust Corp | 2024-09-30 | 29.3 M | Bank Of New York Mellon Corp | 2024-06-30 | 27.3 M | Massachusetts Financial Services Company | 2024-09-30 | 24.9 M | Wells Fargo & Co | 2024-06-30 | 24.7 M | Royal Bank Of Canada | 2024-06-30 | 24.6 M | Legal & General Group Plc | 2024-06-30 | 23.9 M | Ameriprise Financial Inc | 2024-06-30 | 23.4 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 21.9 M | Vanguard Group Inc | 2024-09-30 | 272.2 M | Blackrock Inc | 2024-06-30 | 198.7 M |
JPMorgan Chase Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (15.2B) | 264.0B | 213.2B | (173.6B) | 56.9B | 59.8B | |
| Free Cash Flow | 6.0B | (79.9B) | 78.1B | 107.1B | 13.0B | 13.6B | |
| Depreciation | 8.4B | 8.6B | 7.9B | 7.1B | 7.5B | 4.1B | |
| Other Non Cash Items | (41.9B) | (98.1B) | 27.5B | 85.3B | 13.5B | 14.2B | |
| Dividends Paid | 12.3B | 12.7B | 12.9B | 13.6B | (13.5B) | (12.8B) | |
| Net Income | 36.4B | 29.1B | 48.3B | 37.7B | 49.6B | 52.0B | |
| End Period Cash Flow | 263.6B | 527.6B | 740.8B | 567.2B | 624.2B | 655.4B | |
| Change To Inventory | (17.9B) | (42.4B) | (11.7B) | (55.7B) | 33.0B | 34.6B | |
| Investments | 4.7B | (204.3B) | (26.5B) | 3.1B | 67.6B | 71.0B | |
| Change Receivables | (78M) | (18.0B) | (12.4B) | (23.0B) | (20.7B) | (19.6B) | |
| Net Borrowings | (35.7B) | 9.6B | 14.5B | 32.4B | 37.2B | 39.1B | |
| Change To Netincome | 22.4B | 27.2B | (14.1B) | 29.7B | 26.7B | 28.1B |
JPMorgan Chase Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to JPMorgan Chase or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that JPMorgan Chase's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a JPMorgan stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.04 | |
β | Beta against Dow Jones | 1.88 | |
σ | Overall volatility | 2.03 | |
Ir | Information ratio | 0.04 |
JPMorgan Chase Volatility Alert
JPMorgan Chase Co has relatively low volatility with skewness of 2.51 and kurtosis of 15.9. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure JPMorgan Chase's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact JPMorgan Chase's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.JPMorgan Chase Fundamentals Vs Peers
Comparing JPMorgan Chase's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze JPMorgan Chase's direct or indirect competition across all of the common fundamentals between JPMorgan Chase and the related equities. This way, we can detect undervalued stocks with similar characteristics as JPMorgan Chase or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of JPMorgan Chase's fundamental indicators could also be used in its relative valuation, which is a method of valuing JPMorgan Chase by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare JPMorgan Chase to competition |
| Fundamentals | JPMorgan Chase | Peer Average |
| Return On Equity | 0.16 | -0.31 |
| Return On Asset | 0.0133 | -0.14 |
| Profit Margin | 0.33 % | (1.27) % |
| Operating Margin | 0.44 % | (5.51) % |
| Current Valuation | 229.85 B | 16.62 B |
| Shares Outstanding | 2.82 B | 571.82 M |
| Shares Owned By Insiders | 0.45 % | 10.09 % |
| Shares Owned By Institutions | 73.70 % | 39.21 % |
| Number Of Shares Shorted | 30.12 M | 4.71 M |
| Price To Earning | 11.54 X | 28.72 X |
| Price To Book | 2.17 X | 9.51 X |
| Price To Sales | 4.34 X | 11.42 X |
| Revenue | 145.67 B | 9.43 B |
| Gross Profit | 122.31 B | 27.38 B |
| EBITDA | 78.06 B | 3.9 B |
| Net Income | 49.55 B | 570.98 M |
| Cash And Equivalents | 1.43 T | 2.7 B |
| Cash Per Share | 485.97 X | 5.01 X |
| Total Debt | 436.54 B | 5.32 B |
| Debt To Equity | 8.50 % | 48.70 % |
| Book Value Per Share | 115.15 X | 1.93 K |
| Cash Flow From Operations | 12.97 B | 971.22 M |
| Short Ratio | 3.42 X | 4.00 X |
| Earnings Per Share | 17.98 X | 3.12 X |
| Price To Earnings To Growth | 4.97 X | 4.89 X |
| Target Price | 239.06 | |
| Number Of Employees | 316.04 K | 18.84 K |
| Beta | 1.09 | -0.15 |
| Market Capitalization | 703.05 B | 19.03 B |
| Total Asset | 3.88 T | 29.47 B |
| Retained Earnings | 332.9 B | 9.33 B |
| Annual Yield | 0.02 % | |
| Five Year Return | 2.68 % |
Note: Disposition of 1810 shares by Peter Scher of JPMorgan Chase at 178.9586 subject to Rule 16b-3 [view details]
JPMorgan Chase Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as JPMorgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 50633.49 | |||
| Daily Balance Of Power | (0.03) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 250.61 | |||
| Day Typical Price | 250.31 | |||
| Price Action Indicator | (0.92) | |||
| Period Momentum Indicator | (0.07) | |||
| Relative Strength Index | 63.14 |
About JPMorgan Chase Buy or Sell Advice
When is the right time to buy or sell JPMorgan Chase Co? Buying financial instruments such as JPMorgan Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out JPMorgan Chase Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
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 17.98 | 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.