JPM-PK:NYE-JPMorgan Chase & Co. (USD)

PREFERRED STOCK | Banks - Diversified |

Last Closing

USD 20.41

Change

+0.11 (+0.54)%

Market Cap

N/A

Volume

0.14M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-03 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
JPM JPMorgan Chase & Co

+0.12 (+0.06%)

USD 565.46B
JPM-PD JPMorgan Chase & Co

+0.07 (+0.28%)

USD 332.01B
JPM-PC JPMorgan Chase & Co

-0.01 (-0.04%)

USD 329.91B
BAC Bank of America Corp

-0.02 (-0.05%)

USD 307.03B
BML-PG Bank of America Corporation

-0.13 (-0.58%)

USD 303.69B
BML-PH Bank of America Corporation

+0.13 (+0.59%)

USD 300.32B
BAC-PE Bank of America Corporation

-0.01 (-0.04%)

USD 277.47B
BML-PL Bank of America Corporation

+0.05 (+0.23%)

USD 272.30B
BML-PJ Bank of America Corporation

-0.13 (-0.56%)

USD 266.57B
BAC-PB Bank of America Corporation

-0.12 (-0.48%)

USD 251.28B

ETFs Containing JPM-PK

ELQC:PA 3.12 % 0.00 %

N/A

N/A
ELQC:XETRA 3.12 % 0.00 %

N/A

N/A
TCBT:F VanEck Vectors ETFs N.V. .. 3.06 % 0.00 %

+0.07 (+0.43%)

USD 0.04B
TCBT:XETRA VanEck iBoxx EUR Corporat.. 3.06 % 0.00 %

+0.04 (+0.43%)

USD 0.04B
AFLE:PA Amundi Index Solutions - .. 2.00 % 0.00 %

+0.07 (+0.43%)

USD 0.18B
AFLT:PA Amundi Index Solutions - .. 2.00 % 0.00 %

+0.17 (+0.43%)

USD 0.37B
FRNH:F Amundi Index Solutions - .. 2.00 % 0.00 %

N/A

N/A
FRNU:F Amundi Index Solutions - .. 2.00 % 0.00 %

N/A

N/A
FRNH:XETRA Amundi Index Solutions - .. 2.00 % 0.00 %

+0.02 (+0.43%)

USD 0.83B
FRNU:XETRA Amundi Index Solutions - .. 2.00 % 0.00 %

+0.81 (+0.43%)

USD 0.69B
UC82:LSE UBS(Lux)Fund Solutions .. 1.27 % 0.00 %

-0.25 (0.43%)

USD 0.06B
UC86:LSE UBS(Lux)Fund Solutions .. 1.27 % 0.00 %

-0.01 (0.43%)

USD 0.28B
UEF7:F UBS ETF - Bloomberg Barcl.. 1.04 % 0.00 %

+0.05 (+0.43%)

USD 0.29B
UEF8:F UBS Barclays US Liquid Co.. 1.04 % 0.00 %

N/A

N/A
UEF8:XETRA UBS Barclays US Liquid Co.. 1.04 % 0.00 %

-0.01 (0.43%)

USD 0.28B
UEFY:XETRA UBS - SBI Foreign AAA-BBB.. 1.01 % 0.00 %

+0.12 (+0.43%)

USD 0.45B
SYBQ:F SSgA SPDR ETFs Europe II .. 0.85 % 0.00 %

-0.02 (0.43%)

USD 0.26B
SYBQ:XETRA SPDR Barclays 0-5 Sterlin.. 0.85 % 0.00 %

+0.02 (+0.43%)

USD 0.26B
ACIM 0.76 % 0.00 %

N/A

N/A
ASR5:XETRA BNP Paribas Easy € Corp.. 0.75 % 0.00 %

+0.01 (+0.43%)

USD 1.53B
ASR5:F BNP Paribas Easy - Euro C.. 0.75 % 0.00 %

+0.04 (+0.43%)

USD 1.53B
UET0:F UBS (Lux) Fund Solutions .. 0.58 % 0.00 %

N/A

N/A
UET0:XETRA UBS(Lux)Fund Solutions .. 0.58 % 0.00 %

+0.02 (+0.43%)

USD 0.21B
ZSU:CA BMO Short-Term US IG Corp.. 0.56 % 0.28 %

+0.03 (+0.43%)

CAD 0.15B
SEUC:PA SSgA SPDR ETFs Europe I p.. 0.39 % 0.00 %

+0.04 (+0.43%)

USD 1.25B
SYBD:F SSgA SPDR ETFs Europe I p.. 0.39 % 0.00 %

N/A

USD 1.25B
SYBD:XETRA SPDR® Bloomberg 0-3 Year.. 0.39 % 0.00 %

N/A

USD 1.27B
SYBF:F SSgA SPDR ETFs Europe I p.. 0.36 % 0.00 %

+0.63 (+0.43%)

USD 0.19B
SYBF:XETRA SPDR Barclays 0-3 Year US.. 0.36 % 0.00 %

+0.28 (+0.43%)

USD 0.19B
SEUC:LSE SPDR® Bloomberg 0-3 Year.. 0.28 % 0.00 %

+0.01 (+0.43%)

USD 1.24B
UCRP:XETRA Amundi Index Solutions - .. 0.28 % 0.00 %

+0.34 (+0.43%)

N/A
SYBR:F SSgA SPDR ETFs Europe I P.. 0.22 % 0.00 %

+0.10 (+0.43%)

USD 0.23B
SYBR:XETRA SPDR Barclays 3-10 U.S. C.. 0.22 % 0.00 %

+0.16 (+0.43%)

USD 0.23B
EUCO:PA SPDR Barclays Euro Corpor.. 0.18 % 0.00 %

+0.07 (+0.43%)

USD 0.78B
SYBC:F SSgA SPDR ETFs Europe I P.. 0.18 % 0.00 %

+0.10 (+0.43%)

USD 0.78B
SYBC:XETRA SPDR Barclays Euro Corpor.. 0.18 % 0.00 %

+0.06 (+0.43%)

USD 0.78B
UEF0:F UBS Barclays US Liquid Co.. 0.00 % 0.00 %

N/A

USD 0.17B

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.44% 27% F 38% F
Dividend Return 2.77% 64% D 86% B+
Total Return 2.34% 34% F 46% F
Trailing 12 Months  
Capital Gain -0.34% 10% F 34% F
Dividend Return 5.55% 33% F 72% C
Total Return 5.21% 10% F 37% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -4.14% 20% F 22% F
Dividend Return -1.20% 15% F 22% F
Total Return 2.94% 20% F 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 11.09% 68% D+ 78% C+
Risk Adjusted Return -10.83% 15% F 21% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.