JPM:NYE-JP Morgan Chase & Co. (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 225.37

Change

0.00 (0.00)%

Market Cap

USD 279.91B

Volume

7.00M

Analyst Target

USD 115.88
Analyst Rating

N/A

ducovest Verdict

Verdict

About

JPMorgan Chase & Co is a financial services firm and a banking institution. It offers investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-19 )

Largest Industry Peers for Banks - Diversified

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

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USD 335.20B
JPM-PC JPMorgan Chase & Co

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USD 333.45B
BAC Bank of America Corp

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USD 325.39B
BML-PH Bank of America Corporation

N/A

USD 311.84B
BML-PG Bank of America Corporation

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USD 310.17B
BML-PL Bank of America Corporation

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USD 299.04B
BAC-PE Bank of America Corporation

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USD 293.38B
BML-PJ Bank of America Corporation

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USD 278.71B
BAC-PB Bank of America Corporation

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USD 253.28B
BAC-PK Bank of America Corporation

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USD 251.52B

ETFs Containing JPM

EVUS 1,000.00 % 0.00 %

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2JPM:LSE Leverage Shares 2x JPMorg.. 200.04 % 0.00 %

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USD 1.79M
FINU 10.74 % 0.95 %

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GXLF:LSE SPDR® S&P® U.S. Financi.. 10.19 % 0.00 %

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XUSF:CA iShares S&P U.S. Financia.. 10.18 % 0.00 %

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XUFN:SW Xtrackers MSCI USA Financ.. 10.04 % 0.00 %

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USD 1.03B
XLF Financial Select Sector S.. 9.66 % 0.13 %

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USD 45.58B
IUFS:LSE iShares S&P 500 Financial.. 9.64 % 0.00 %

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USD 1.12B
QDVH:XETRA iShares S&P 500 Financial.. 9.64 % 0.00 %

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USD 1.12B
IUFS:SW iShares S&P 500 Financial.. 9.52 % 0.00 %

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USD 1.44B
ZPDF:XETRA SPDR S&P U.S. Financials .. 9.52 % 0.00 %

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USD 0.36B
SXLF:SW SPDR S&P U.S. Financials .. 9.52 % 0.00 %

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XUFN:XETRA db x-trackers MSCI USA Fi.. 9.48 % 0.00 %

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USD 1.16B
FNCL Fidelity® MSCI Financial.. 8.34 % 0.08 %

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USD 1.83B
VFH Vanguard Financials Index.. 8.28 % 0.10 %

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USD 10.24B
FTXO First Trust Nasdaq Bank E.. 7.69 % 0.60 %

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USD 0.11B
KBWB Invesco KBW Bank ETF 7.60 % 0.35 %

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USD 1.83B
BNKS:AU BetaShares Global Banks C.. 7.48 % 0.00 %

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USD 0.04B
FSF:CA CI Global Financial Secto.. 7.31 % 1.11 %

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CAD 0.46B
IUS2:XETRA iShares S&P U.S. Banks UC.. 6.95 % 0.00 %

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USD 0.33B
BFIN:CA Brompton North American F.. 6.73 % 0.96 %

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CAD 0.06B
ZFN:CA BMO SIA Focused North Ame.. 6.71 % 0.00 %

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CAD 0.20B
CALL-B:CA Evolve US Banks Enhanced .. 6.40 % 0.00 %

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ZWK:CA BMO Covered Call US Banks.. 6.33 % 0.00 %

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CAD 0.35B
RUFF 6.32 % 0.00 %

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WELK:XETRA Amundi S&P Global Financi.. 6.11 % 0.00 %

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WELY:XETRA Amundi S&P Global Financi.. 6.11 % 0.00 %

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FNCW:LSE SPDR® MSCI World Financi.. 5.91 % 0.00 %

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XWFS:LSE Xtrackers MSCI World Fina.. 5.91 % 0.00 %

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XDWF:XETRA Xtrackers MSCI World Fina.. 5.61 % 0.00 %

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USD 0.41B
WFIN:SW SPDR MSCI World Financial.. 5.60 % 0.00 %

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WDFE:SW Invesco Markets II plc - .. 5.19 % 0.00 %

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USD 2.70M
DFLV Dimensional ETF Trust - D.. 4.92 % 0.00 %

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DIVO Amplify CWP Enhanced Divi.. 4.89 % 0.94 %

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USD 3.69B
CFCV 4.84 % 0.00 %

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FYLG Global X Funds - Global X.. 4.83 % 0.00 %

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IUMD:LSE iShares Edge MSCI USA Mom.. 4.67 % 0.00 %

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USD 0.01B
IUMF:LSE iShares Edge MSCI USA Mom.. 4.67 % 0.00 %

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USD 0.43B
IUMO:LSE iShares Edge MSCI USA Mom.. 4.67 % 0.00 %

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USD 0.43B
PJFV PGIM ETF Trust - PGIM Jen.. 4.65 % 0.00 %

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LJIM 4.64 % 0.00 %

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QDVA:XETRA iShares Edge MSCI USA Mom.. 4.52 % 0.00 %

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USD 0.36B
IUMO:SW iShares Edge MSCI USA Mom.. 4.52 % 0.00 %

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USD 0.43B
DSAE:CA Desjardins Sustainable Am.. 4.47 % 0.00 %

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CAD 1.25M
DFUV Dimensional US Marketwide.. 4.43 % 0.00 %

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USD 11.48B
FFLV 4.36 % 0.00 %

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SNPV 4.32 % 0.00 %

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BDVG Litman Gregory Funds Trus.. 4.27 % 0.00 %

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USD 3.92M
TGN 4.26 % 0.00 %

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TGLR 4.18 % 0.00 %

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ZWH:CA BMO US High Dividend Cove.. 4.14 % 0.71 %

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CAD 1.06B
BWTG 4.13 % 0.00 %

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BAMV 4.12 % 0.00 %

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UDI USCF ETF Trust 4.02 % 0.00 %

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IWX iShares Russell Top 200 V.. 3.86 % 0.20 %

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USD 3.25B
BBLU Ea Bridgeway Blue Chip ET.. 3.84 % 0.00 %

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USD 0.16B
KRUZ 3.79 % 0.00 %

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DYNF BlackRock US Equity Facto.. 3.75 % 0.00 %

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USD 12.55B
QUVU 3.58 % 0.00 %

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PFI Invesco DWA Financial Mom.. 3.54 % 0.60 %

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USD 0.07B
HAPI Harbor Corporate Culture .. 3.53 % 0.00 %

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EDOW First Trust Dow 30 Equal .. 3.47 % 0.50 %

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USD 0.23B
XCS5:XETRA Xtrackers MSCI India Swap.. 3.44 % 0.00 %

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USD 0.13B
GLDB 3.36 % 0.00 %

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PWV Invesco Dynamic Large Cap.. 3.27 % 0.55 %

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USD 1.01B
CMOM-B:CA CI U.S. Enhanced Momentum.. 3.17 % 0.00 %

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YLDE ClearBridge Dividend Stra.. 3.17 % 0.59 %

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USD 0.05B
FLV American Century ETF Trus.. 3.16 % 0.00 %

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ESG 3.15 % 0.42 %

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BDIV:CA Brompton Global Dividend .. 3.15 % 0.96 %

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CAD 0.09B
VLLU Harbor ETF Trust 3.14 % 0.00 %

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SCLZ 3.13 % 0.00 %

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BKUS 3.06 % 0.00 %

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TCBT:XETRA VanEck iBoxx EUR Corporat.. 3.06 % 0.00 %

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

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USD 0.04B
ESGG 2.98 % 0.42 %

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BDIV ETF Series Solutions 2.97 % 0.00 %

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DGRO iShares Core Dividend Gro.. 2.93 % 0.08 %

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USD 30.36B
RFFC RiverFront Dynamic US Fle.. 2.90 % 0.52 %

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USD 0.02B
VOOV Vanguard S&P 500 Value In.. 2.83 % 0.15 %

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USD 5.25B
IUSV iShares Core S&P U.S. Val.. 2.79 % 0.04 %

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USD 19.52B
CV9:PA Amundi Index Solutions - .. 2.78 % 0.00 %

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USD 0.26B
EPS WisdomTree U.S. Earnings .. 2.76 % 0.28 %

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USD 1.01B
RUDC:CA RBC U.S. Dividend Covered.. 2.76 % 0.00 %

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CMOM:CA CI U.S. Enhanced Momentum.. 2.74 % 0.00 %

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CAD 0.02B
XDEM:XETRA Xtrackers MSCI World Mome.. 2.71 % 0.00 %

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USD 1.32B
XDEM:SW Xtrackers MSCI World Mome.. 2.71 % 0.00 %

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USD 1.47B
FELV Fidelity Covington Trust 2.69 % 0.00 %

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USD 2.00B
TGED:CA TD Active Global Enhanced.. 2.68 % 0.00 %

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CAD 0.86B
AVLV American Century ETF Trus.. 2.67 % 0.00 %

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USD 4.62B
OUFE:XETRA Ossiam US ESG Low Carbon .. 2.66 % 0.00 %

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USD 0.02B
OUFU:XETRA Ossiam US ESG Low Carbon .. 2.66 % 0.00 %

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USD 0.11B
LOUF:LSE Ossiam US ESG Low Carbon .. 2.66 % 0.00 %

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USD 0.03B
OUFE:F Ossiam Irl Icav - Ossiam .. 2.66 % 0.00 %

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DFVX Dimensional ETF Trust 2.63 % 0.00 %

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USD 0.17B
CAPE Barclays ETN+ Shiller Cap.. 2.62 % 0.00 %

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USD 0.18B
DCPE DoubleLine Shiller CAPE U.. 2.62 % 0.00 %

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USD 0.41B
PFM Invesco Dividend Achiever.. 2.60 % 0.54 %

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USD 0.72B
VONV Vanguard Russell 1000 Val.. 2.59 % 0.12 %

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USD 9.47B
ZDY:CA BMO US Dividend ETF (CAD) 2.57 % 0.32 %

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CAD 0.59B
SCHV Schwab U.S. Large-Cap Val.. 2.52 % 0.04 %

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USD 12.08B
IWMO:LSE iShares MSCI World Moment.. 2.51 % 0.00 %

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USD 2.02B
IWFM:LSE iShares Edge MSCI World M.. 2.50 % 0.00 %

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USD 2.02B
GVUS Goldman Sachs ETF Trust 2.49 % 0.00 %

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USD 0.51B
UBU5:XETRA UBS (Irl) plc - MSCI USA .. 2.48 % 0.00 %

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USD 0.63B
USVUSY:SW UBS (Irl) ETF plc - MSCI .. 2.48 % 0.00 %

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USD 0.42B
GDVD 2.40 % 0.00 %

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IS3R:XETRA iShares MSCI World Moment.. 2.40 % 0.00 %

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USD 1.99B
IWMO:SW iShares Edge MSCI World M.. 2.40 % 0.00 %

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USD 2.00B
NACP Impact Shares NAACP Minor.. 2.39 % 0.00 %

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USD 0.05B
VRVIX Vanguard Russell 1000 Val.. 2.39 % 0.00 %

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USD 9.85B
IQSA:F Invesco Markets II PLC - .. 2.35 % 0.00 %

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IQSE:F Invesco Markets II PLC - .. 2.35 % 0.00 %

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CGCV Capital Group Conservativ.. 2.24 % 0.00 %

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QVFD:LSE 2.15 % 0.00 %

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IHOO:AU iShares Global 100 AUD He.. 2.09 % 0.00 %

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USD 0.47B
VGWD:XETRA Vanguard FTSE All-World H.. 2.08 % 0.00 %

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USD 5.03B
VGWE:XETRA Vanguard FTSE All-World H.. 2.08 % 0.00 %

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USD 5.03B
RDVI 2.06 % 0.00 %

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FUSR:LSE Fidelity Sustainable Rese.. 2.04 % 0.00 %

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USD 0.39B
AFLE:SW Amundi Index Solutions - .. 2.00 % 0.00 %

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AFLT:SW Amundi Index Solutions - .. 2.00 % 0.00 %

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VHYL:SW Vanguard FTSE All-World H.. 1.99 % 0.00 %

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VHYG:LSE Vanguard FTSE All-World H.. 1.99 % 0.00 %

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FUSS:LSE Fidelity Sustainable Rese.. 1.99 % 0.00 %

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PFT:SW Invesco FTSE RAFI US 1000.. 1.97 % 0.00 %

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USD 0.45B
QVFD:XETRA 1.97 % 0.00 %

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FUSR:XETRA Fidelity Sustainable Rese.. 1.95 % 0.00 %

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USD 0.31B
FUSR:SW Fidelity Sustainable Rese.. 1.94 % 0.00 %

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FDRR Fidelity® Dividend ETF f.. 1.92 % 0.30 %

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USD 0.56B
QLC 1.92 % 0.32 %

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FGLS:LSE Fidelity Sustainable Rese.. 1.91 % 0.00 %

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FEUS FlexShares ESG & Climate .. 1.91 % 0.00 %

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USD 0.07B
SPXT ProShares S&P 500® ex-Te.. 1.90 % 0.27 %

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USD 0.07B
FNDX Schwab Fundamental U.S. L.. 1.90 % 0.25 %

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USD 17.25B
GSLC:LSE Goldman Sachs ActiveBeta .. 1.90 % 0.00 %

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USD 0.15B
UQAB:XETRA iShares S&P 500 Paris-Ali.. 1.90 % 0.00 %

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UCRD VictoryShares ESG Corpora.. 1.89 % 0.00 %

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USD 0.14B
FGLR:SW Fidelity Sustainable Rese.. 1.88 % 0.00 %

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ADME 1.88 % 0.00 %

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CDEI Morgan Stanley ETF Trust .. 1.88 % 0.00 %

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JUST Goldman Sachs JUST U.S. L.. 1.88 % 0.20 %

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USD 0.37B
FGLR:LSE Fidelity Sustainable Rese.. 1.87 % 0.00 %

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USD 0.05B
FELC Fidelity Covington Trust 1.84 % 0.00 %

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USD 2.44B
GACA:XETRA Goldman Sachs ActiveBeta .. 1.83 % 0.00 %

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USD 0.06B
GACA:F Goldman Sachs ActiveBeta .. 1.83 % 0.00 %

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USD 0.06B
GSLC:SW Goldman Sachs ActiveBeta .. 1.83 % 0.00 %

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USD 0.15B
FCRR:CA Fidelity U.S. Dividend fo.. 1.83 % 0.39 %

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CAD 0.03B
FPEI First Trust Institutional.. 1.82 % 0.85 %

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USD 1.51B
SPESG:SW 1.81 % 0.00 %

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FSCM:XETRA Fidelity Sustainable Glob.. 1.81 % 0.00 %

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USD 9.19M
FSMF:SW Fidelity Sustainable Glob.. 1.81 % 0.00 %

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SNPE Xtrackers S&P 500 ESG ETF 1.80 % 0.00 %

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USD 1.49B
S5SD:LSE UBS (Irl) ETF plc - S&P 5.. 1.80 % 0.00 %

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USD 0.79B
USCL iShares Climate Conscious.. 1.78 % 0.00 %

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USD 2.01B
FGLR:XETRA Fidelity Sustainable Rese.. 1.78 % 0.00 %

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USD 0.05B
USCA Xtrackers MSCI USA Climat.. 1.78 % 0.00 %

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USD 2.06B
5ESG:LSE UBS (Irl) ETF plc - S&P 5.. 1.78 % 0.00 %

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USD 7.11M
ZA30:XETRA iShares S&P 500 ESG UCITS.. 1.77 % 0.00 %

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FNDB Schwab Fundamental U.S. B.. 1.76 % 0.25 %

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USD 0.86B
XYLE Global X Funds - Global X.. 1.75 % 0.00 %

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CBUM:XETRA iShares S&P 500 ESG UCITS.. 1.74 % 0.00 %

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S500H:PA Amundi Index Solutions - .. 1.74 % 0.00 %

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5ESGE:SW UBS (Irl) ETF plc - S&P 5.. 1.74 % 0.00 %

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5ESGG:SW UBS (Irl) ETF plc - S&P 5.. 1.74 % 0.00 %

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5ESGS:SW UBS (Irl) ETF plc - S&P 5.. 1.74 % 0.00 %

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XZSP:XETRA Xtrackers S&P 500 ESG UCI.. 1.72 % 0.00 %

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USD 0.08B
SPEUS:PA BNP Paribas Easy S&P 500 .. 1.72 % 0.00 %

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ESG:CA Invesco S&P 500 ESG Index.. 1.72 % 0.00 %

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CAD 0.38B
S5SD:XETRA UBS (Irl) ETF plc - S&P 5.. 1.71 % 0.00 %

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USD 0.53B
S5SG:XETRA UBS (Irl) ETF plc - S&P 5.. 1.71 % 0.00 %

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USD 0.70B
S5SD:F UBS (Irl) ETF Public Limi.. 1.71 % 0.00 %

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S5SG:F UBS (Irl) ETF plc - S&P 5.. 1.71 % 0.00 %

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4UBQ:XETRA UBS (Irl) ETF plc - S&P 5.. 1.71 % 0.00 %

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USD 1.32B
S5ESG:SW UBS (Irl) ETF plc - S&P 5.. 1.71 % 0.00 %

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USD 3.72B
FDLO Fidelity® Low Volatility.. 1.70 % 0.30 %

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USD 1.28B
FVAL Fidelity® Value Factor E.. 1.70 % 0.30 %

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USD 0.91B
SFY SoFi Select 500 1.66 % 0.00 %

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USD 0.93B
IUCE:CA Invesco S&P US Total Mark.. 1.59 % 0.00 %

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CAD 1.37M
LRGF iShares U.S. Equity Facto.. 1.56 % 0.20 %

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USD 2.21B
OALC Unified Series Trust 1.55 % 0.00 %

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USD 0.12B
DRMU:CA Desjardins RI USA - Low C.. 1.53 % 0.29 %

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CAD 0.24B
ZSP.U:CA 1.52 % 0.09 %

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FLUC:SW Franklin USD Investment G.. 1.50 % 0.00 %

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OP7H:PA Ossiam Bloomberg USA PAB .. 1.49 % 0.00 %

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SPXV ProShares S&P 500® ex-He.. 1.46 % 0.27 %

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USD 0.02B
CVLU:CA CI U.S. Enhanced Value In.. 1.46 % 0.00 %

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CAD 8.32M
SFLR Innovator Equity Managed .. 1.45 % 0.00 %

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OP7E:XETRA Ossiam Bloomberg USA PAB .. 1.44 % 0.00 %

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VLU SPDR® S&P 1500 Value Til.. 1.41 % 0.13 %

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USD 0.39B
SPY:AU SPDR® S&P 500® ETF Trus.. 1.39 % 0.00 %

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USD 0.24B
EEDG:LSE iShares MSCI USA ESG Enha.. 1.39 % 0.00 %

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MMTM SPDR® S&P 1500 Momentum .. 1.38 % 0.12 %

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USD 0.12B
INCM Franklin Templeton ETF Tr.. 1.37 % 0.00 %

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USD 0.18B
SGAS:XETRA iShares MSCI USA ESG Scre.. 1.36 % 0.00 %

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USD 3.80B
RIUG:LSE L&G US ESG Exclusions Par.. 1.36 % 0.00 %

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USD 0.35B
NBCR Neuberger Berman ETF Trus.. 1.33 % 0.00 %

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LGUG:LSE L&G US Equity UCITS ETF G.. 1.33 % 0.00 %

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USD 0.77B
IS04:XETRA iShares Treasury Bond 20+.. 1.33 % 0.00 %

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USD 1.24B
IS0L:XETRA iShares Germany Govt Bond.. 1.33 % 0.00 %

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USD 0.18B
IS0M:XETRA iShares Italy Government .. 1.33 % 0.00 %

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USD 0.72B
IS0Q:XETRA iShares J.P. Morgan $ EM .. 1.33 % 0.00 %

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USD 0.66B
IS0X:XETRA iShares Global Corporate .. 1.33 % 0.00 %

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USD 0.88B
IS0Z:XETRA iShares Global AAA-AA Gov.. 1.33 % 0.00 %

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USD 0.15B
IS3B:XETRA iShares € Corp Bond Fin.. 1.33 % 0.00 %

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USD 0.33B
IS3C:XETRA iShares J.P. Morgan Emerg.. 1.33 % 0.00 %

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USD 2.13B
IS3J:XETRA iShares $ Short Duration .. 1.33 % 0.00 %

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USD 2.26B
IS3K:XETRA iShares $ Short Duration .. 1.33 % 0.00 %

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USD 0.81B
IS3M:XETRA iShares Euro Ultrashort B.. 1.33 % 0.00 %

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USD 3.09B
IS05:XETRA iShares € Govt Bond 20y.. 1.33 % 0.00 %

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USD 0.29B
IU0E:XETRA iShares $ Corp Bond SRI 0.. 1.33 % 0.00 %

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USD 0.15B
IS15:SW iShares £ Corp Bond 0-5y.. 1.33 % 0.00 %

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USD 1.52B
IU0E:F iShares Euro Corporate Bo.. 1.33 % 0.00 %

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XNZG:LSE Xtrackers USA Net Zero Pa.. 1.32 % 0.00 %

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USD 0.01B
GSUS 1.32 % 0.00 %

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USNZ DBX ETF Trust - Xtrackers.. 1.32 % 0.00 %

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USD 0.23B
500U:PA Amundi Index Solutions - .. 1.32 % 0.00 %

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USD 4.37B
XRME:F Xtrackers MSCI USA ESG Sc.. 1.31 % 0.00 %

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XRME:XETRA Xtrackers MSCI USA ESG Sc.. 1.31 % 0.00 %

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CVLC Morgan Stanley ETF Trust .. 1.29 % 0.00 %

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ETLS:F L&G US Equity UCITS ETF 1.29 % 0.00 %

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DELG:XETRA L&G US Equity (Responsibl.. 1.29 % 0.00 %

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USD 1.76B
V3YA:XETRA Vanguard ESG North Americ.. 1.28 % 0.00 %

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V3YL:XETRA Vanguard ESG North Americ.. 1.28 % 0.00 %

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RUSB:CA RBC Short Term U.S. Corpo.. 1.28 % 0.40 %

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CAD 0.28B
CLIMA:SW UBS Climate Aware Gl Dev .. 1.27 % 0.00 %

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AVSU American Century ETF Trus.. 1.27 % 0.00 %

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USD 0.31B
WEBI:XETRA Amundi Prime USA UCITS ET.. 1.26 % 0.00 %

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EEDS:LSE iShares MSCI USA ESG Enha.. 1.25 % 0.00 %

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USD 10.51B
EDMG:LSE iShares MSCI USA ESG Enha.. 1.25 % 0.00 %

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STRV EA Series Trust 1.25 % 0.00 %

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DFSU Dimensional US Sustainabi.. 1.24 % 0.00 %

N/A

N/A
IGCF:CA PIMCO Investment Grade Cr.. 1.24 % 0.85 %

N/A

CAD 0.01B
SPYL:SW SPDR S&P 500 UCITS ETF US.. 1.22 % 0.00 %

N/A

USD 5.30B
CMXUS:SW UBS (Irl) ETF plc - MSCI .. 1.22 % 0.00 %

N/A

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OM3L:XETRA iShares MSCI USA ESG Enha.. 1.20 % 0.00 %

N/A

USD 5.84B
EDMU:XETRA iShares MSCI USA ESG Enha.. 1.20 % 0.00 %

N/A

USD 3.86B
EDMU:SW iShares MSCI USA ESG Enha.. 1.20 % 0.00 %

N/A

USD 7.62B
EDMU:F iShares IV PLC - iShares .. 1.20 % 0.00 %

N/A

USD 3.80B
CBUC:XETRA iShares MSCI USA ESG Enha.. 1.20 % 0.00 %

N/A

USD 0.03B
XSUS:CA iShares ESG MSCI USA Inde.. 1.18 % 0.00 %

N/A

CAD 0.51B
GUSA Goldman Sachs MarketBeta .. 1.18 % 0.00 %

N/A

USD 1.81B
LYYB:XETRA Amundi MSCI USA ESG Clima.. 1.16 % 0.00 %

N/A

USD 3.60B
XNUS:XETRA Xtrackers USA Net Zero Pa.. 1.16 % 0.00 %

N/A

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HPAW:LSE HSBC MSCI WORLD CLIMATE P.. 1.12 % 0.00 %

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USD 0.48B
HPAO:LSE HSBC MSCI WORLD CLIMATE P.. 1.10 % 0.00 %

N/A

N/A
SPFW:XETRA SPDR® MSCI World Climate.. 1.09 % 0.00 %

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PABW:PA Amundi MSCI World Climate.. 1.06 % 0.00 %

N/A

USD 0.56B
PABW:XETRA Amundi MSCI World Climate.. 1.06 % 0.00 %

N/A

USD 0.56B
GPAB:SW 1.06 % 0.00 %

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N/A
HPAW:XETRA HSBC MSCI WORLD CLIMATE P.. 1.06 % 0.00 %

N/A

USD 0.51B
AW10:XETRA UBS (Irl) ETF plc - MSCI .. 1.06 % 0.00 %

N/A

USD 7.69M
WOPA:SW UBS (Irl) ETF plc - MSCI .. 1.06 % 0.00 %

N/A

USD 8.33M
TILT 1.05 % 0.25 %

N/A

N/A
SWPA:LSE SPDR® MSCI World Climate.. 1.05 % 0.00 %

N/A

USD 5.27M
UEF8:XETRA UBS Barclays US Liquid Co.. 1.04 % 0.00 %

N/A

USD 0.28B
UEF7:XETRA UBS Barclays US Liquid Co.. 1.04 % 0.00 %

N/A

USD 0.25B
CBUS5:SW UBS(Lux)Fund Solutions .. 1.04 % 0.00 %

N/A

USD 0.28B
CBUS5H:SW UBS(Lux)Fund Solutions .. 1.04 % 0.00 %

N/A

USD 0.07B
CBUS5S:SW UBS(Lux)Fund Solutions .. 1.04 % 0.00 %

N/A

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CBUS5E:SW UBS(Lux)Fund Solutions .. 1.04 % 0.00 %

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N/A
WOEE:LSE iShares World Equity Enha.. 1.03 % 0.00 %

N/A

USD 0.01B
WPAB:SW iShares MSCI World Paris-.. 1.02 % 0.00 %

N/A

USD 0.32B
UEFY:XETRA UBS - SBI Foreign AAA-BBB.. 1.01 % 0.00 %

N/A

USD 0.45B
SF1CHA:SW 1.01 % 0.00 %

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F1ESG:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

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N/A
SNAW:XETRA iShares MSCI World ESG Sc.. 1.00 % 0.00 %

N/A

USD 2.86B
DCAP Unity Wealth Partners Dyn.. 0.99 % 0.00 %

N/A

USD 3.64M
JHML John Hancock Multifactor .. 0.98 % 0.34 %

N/A

USD 0.97B
MULC:CA Manulife Multifactor U.S... 0.98 % 0.45 %

N/A

CAD 0.01B
PSWD:XETRA Invesco FTSE RAFI All Wor.. 0.96 % 0.00 %

N/A

USD 0.06B
PSRW:SW Invesco FTSE RAFI All Wor.. 0.96 % 0.00 %

N/A

USD 0.07B
ACPA:SW UBS (Irl) ETF plc MSCI AC.. 0.95 % 0.00 %

N/A

N/A
LGGG:LSE L&G Global Equity UCITS E.. 0.95 % 0.00 %

N/A

USD 0.20B
WEMT2:PA BNP PARIBAS EASY - MSCI W.. 0.94 % 0.00 %

N/A

N/A
ASRY:XETRA BNP Paribas Easy MSCI Wor.. 0.94 % 0.00 %

N/A

USD 0.32B
XNZS:LSE Xtrackers World Net Zero .. 0.94 % 0.00 %

N/A

USD 0.03B
PRIW:LSE Amundi Index Solutions - .. 0.94 % 0.00 %

N/A

USD 0.94B
PRWU:LSE AMUNDI PRIME GLOBAL - UCI.. 0.94 % 0.00 %

N/A

USD 0.55B
XNZW:LSE Xtrackers World Net Zero .. 0.94 % 0.00 %

N/A

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GACL:XETRA Goldman Sachs Paris Align.. 0.93 % 0.00 %

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N/A
ETLQ:F L&G Global Equity UCITS E.. 0.93 % 0.00 %

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N/A
IWDE:LSE iShares MSCI World EUR He.. 0.93 % 0.00 %

N/A

USD 3.29B
IWDE:SW iShares MSCI World EUR He.. 0.93 % 0.00 %

N/A

USD 3.27B
XNZW:XETRA Xtrackers World Net Zero .. 0.92 % 0.00 %

N/A

N/A
IWDC:SW iShares MSCI World CHF He.. 0.92 % 0.00 %

N/A

USD 1.14B
IWRD:LSE iShares MSCI World UCITS 0.92 % 0.00 %

N/A

USD 7.41B
IQQW:XETRA iShares MSCI World UCITS .. 0.92 % 0.00 %

N/A

USD 7.18B
IWRD:SW iShares MSCI World UCITS 0.92 % 0.00 %

N/A

USD 7.18B
IWDA:LSE iShares Core MSCI World U.. 0.91 % 0.00 %

N/A

USD 85.29B
IWLE:F iShares Core MSCI World U.. 0.91 % 0.00 %

N/A

N/A
FLTB Fidelity® Limited Term B.. 0.90 % 0.41 %

N/A

USD 0.17B
IWDG:LSE iShares Core MSCI World U.. 0.90 % 0.00 %

N/A

USD 0.82B
XNZW:SW Xtrackers World Net Zero .. 0.88 % 0.00 %

N/A

USD 0.03B
SWLD:LSE SPDR® MSCI World UCITS E.. 0.88 % 0.00 %

N/A

N/A
MWOE:XETRA Amundi MSCI World UCITS E.. 0.87 % 0.00 %

N/A

N/A
VHVG:LSE Vanguard FTSE Developed W.. 0.86 % 0.00 %

N/A

N/A
H4ZY:XETRA HSBC MSCI World UCITS ETF.. 0.86 % 0.00 %

N/A

N/A
IS15:LSE iShares £ Corp Bond 0-5y.. 0.85 % 0.00 %

N/A

USD 1.53B
SYBQ:XETRA SPDR Barclays 0-5 Sterlin.. 0.85 % 0.00 %

N/A

USD 0.26B
WDMF:AU iShares Edge MSCI World M.. 0.85 % 0.00 %

N/A

USD 0.16B
GLOF iShares MSCI Global Multi.. 0.82 % 0.00 %

N/A

USD 0.12B
ASRW:XETRA BNP Paribas Easy MSCI Wor.. 0.81 % 0.00 %

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ACWI:SW SPDR MSCI ACWI UCITS ETF 0.80 % 0.00 %

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EACW:SW SPDR® MSCI ACWI EUR Hdg .. 0.80 % 0.00 %

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

N/A

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

N/A

USD 1.53B
SRIC5:PA BNP Paribas Easy € Corp.. 0.75 % 0.00 %

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ERNA:LSE iShares $ Ultrashort Bond.. 0.69 % 0.00 %

N/A

USD 1.22B
DBND DoubleLine Opportunistic .. 0.62 % 0.00 %

N/A

USD 0.34B
4UBP:XETRA UBS(Lux)Fund Solutions .. 0.62 % 0.00 %

N/A

USD 0.04B
4UBR:XETRA UBS(Lux)Fund Solutions .. 0.62 % 0.00 %

N/A

USD 0.03B
SPPR:XETRA 0.62 % 0.00 %

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CORPS:SW UBS(Lux)Fund Solutions .. 0.62 % 0.00 %

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EUCR:SW 0.62 % 0.00 %

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N/A
SPSB SPDR Barclays Short Term .. 0.61 % 0.08 %

N/A

USD 8.04B
UET0:XETRA UBS(Lux)Fund Solutions .. 0.58 % 0.00 %

N/A

USD 0.21B
CBSUST:SW UBS(Lux)Fund Solutions .. 0.58 % 0.00 %

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CBSUS:SW UBS(Lux)Fund Solutions .. 0.58 % 0.00 %

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CBSUSE:SW UBS(Lux)Fund Solutions .. 0.58 % 0.00 %

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CBSUSH:SW UBS(Lux)Fund Solutions .. 0.58 % 0.00 %

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

N/A

CAD 0.16B
CHCORP:SW iShares Core CHF Corporat.. 0.52 % 0.00 %

N/A

USD 1.56B
V3GE:XETRA Vanguard Funds PLC - Vang.. 0.41 % 0.00 %

N/A

USD 0.01B
V3GF:XETRA Vanguard Funds PLC - Vang.. 0.41 % 0.00 %

N/A

USD 0.07B
V3GH:SW Vanguard Funds PLC - Vang.. 0.41 % 0.00 %

N/A

USD 0.02B
V3GX:SW Vanguard Funds PLC - Vang.. 0.41 % 0.00 %

N/A

USD 0.13B
SEUC:SW SPDR® Bloomberg 0-3 Year.. 0.39 % 0.00 %

N/A

USD 1.16B
SYBF:XETRA SPDR Barclays 0-3 Year US.. 0.36 % 0.00 %

N/A

USD 0.19B
SUSC:SW SPDR® Bloomberg 0-3 Year.. 0.36 % 0.00 %

N/A

USD 0.18B
QDVL:XETRA iShares Euro Corporate Bo.. 0.31 % 0.00 %

N/A

USD 3.26B
A4H8:XETRA Amundi Index Solutions - .. 0.31 % 0.00 %

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IECF:SW iShares € Corp Bond Fin.. 0.31 % 0.00 %

N/A

USD 0.32B
SUSE:SW iShares € Corp Bond SRI.. 0.31 % 0.00 %

N/A

USD 2.48B
USAB:XETRA L&G ESG USD Corporate Bon.. 0.30 % 0.00 %

N/A

USD 0.13B
USDC:SW L&G ESG USD Corporate Bon.. 0.30 % 0.00 %

N/A

USD 0.13B
UCRP:XETRA Amundi Index Solutions - .. 0.28 % 0.00 %

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UCRP:F Amundi Index Solutions - .. 0.28 % 0.00 %

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UCRP:PA Amundi Index Solutions - .. 0.28 % 0.00 %

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UCRH:XETRA Amundi Index Solutions - .. 0.28 % 0.00 %

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USD 0.35B
SYBR:XETRA SPDR Barclays 3-10 U.S. C.. 0.22 % 0.00 %

N/A

USD 0.23B
IUCB:SW SPDR® Bloomberg 1-10 Yea.. 0.22 % 0.00 %

N/A

USD 0.35B
VECP:XETRA Vanguard EUR Corporate Bo.. 0.16 % 0.00 %

N/A

USD 2.68B
VECA:XETRA Vanguard EUR Corporate Bo.. 0.16 % 0.00 %

N/A

USD 2.68B
VECA:SW Vanguard EUR Corporate Bo.. 0.16 % 0.00 %

N/A

USD 1.37B
VECP:SW Vanguard EUR Corporate Bo.. 0.16 % 0.00 %

N/A

USD 2.00B
VECA:F Vanguard Funds Public Lim.. 0.16 % 0.00 %

N/A

N/A
OM3F:XETRA iShares € Corp Bond ESG.. 0.12 % 0.00 %

N/A

USD 2.36B
SUOC:SW iShares € Corp Bond ESG.. 0.12 % 0.00 %

N/A

USD 0.10B
SUOE:SW iShares € Corp Bond ESG.. 0.12 % 0.00 %

N/A

USD 4.31B
BND Vanguard Total Bond Marke.. 0.00 % 0.04 %

N/A

N/A
BSCK 0.00 % 0.10 %

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BSCN 0.00 % 0.10 %

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BSCO Invesco BulletShares 2024.. 0.00 % 0.10 %

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USD 2.73B
BSCQ Invesco BulletShares 2026.. 0.00 % 0.10 %

N/A

N/A
BWV 0.00 % 0.75 %

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CLU 0.00 % 0.74 %

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CLU:CA 0.00 % 0.72 %

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CPI 0.00 % 0.37 %

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DHVW 0.00 % 0.10 %

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DLN WisdomTree U.S. LargeCap .. 0.00 % 0.28 %

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DTD WisdomTree U.S. Total Div.. 0.00 % 0.28 %

N/A

N/A
ESGL ESGL Holdings Limited Ord.. 0.00 % 0.40 %

N/A

USD 0.08B
EXT 0.00 % 0.28 %

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N/A
FLRN SPDR® Bloomberg Investme.. 0.00 % 0.15 %

N/A

USD 2.28B
FLTR VanEck Investment Grade F.. 0.00 % 0.14 %

N/A

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FMK 0.00 % 0.70 %

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GHS 0.00 % 0.48 %

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HAZ 0.00 % 1.76 %

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HEA.A:CA 0.00 % 1.61 %

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HSPX 0.00 % 0.65 %

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HUF:CA 0.00 % 0.00 %

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IBDP iShares iBonds Dec 2024 T.. 0.00 % 0.10 %

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IBND SPDR® Bloomberg Internat.. 0.00 % 0.50 %

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IJR iShares Core S&P Small-Ca.. 0.00 % 0.07 %

N/A

USD 87.48B
IVE iShares S&P 500 Value ETF 0.00 % 0.18 %

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JKF 0.00 % 0.25 %

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LDRI 0.00 % 0.22 %

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LOWC 0.00 % 0.20 %

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MGV Vanguard Mega Cap Value I.. 0.00 % 0.07 %

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MINC 0.00 % 0.75 %

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MTUM 0.00 % 0.15 %

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ONEK 0.00 % 0.10 %

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PFF iShares Preferred and Inc.. 0.00 % 0.46 %

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PRF Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

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N/A
RFCI RiverFront Dynamic Core I.. 0.00 % 0.51 %

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USD 0.02B
RIGS RiverFront Strategic Inco.. 0.00 % 0.17 %

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PRID 0.00 % 0.65 %

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DFNL 0.00 % 0.64 %

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DWPP 0.00 % 0.60 %

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USMC Principal U.S. Mega-Cap E.. 0.00 % 0.12 %

N/A

USD 2.57B
KORP American Century Diversif.. 0.00 % 0.45 %

N/A

USD 0.34B
HUBL:CA Harvest US Bank Leaders I.. 0.00 % 1.57 %

N/A

CAD 0.12B
IG Principal Exchange-Traded.. 0.00 % 0.26 %

N/A

USD 0.09B
FLUI:CA 0.00 % 0.40 %

N/A

N/A
UCON First Trust TCW Unconstra.. 0.00 % 0.75 %

N/A

USD 3.11B
IGSB iShares 1-5 Year Investme.. 0.00 % 0.09 %

N/A

USD 21.31B
SDGA 0.00 % 0.00 %

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BPRF:CA Brompton Flaherty & Crumr.. 0.00 % 0.95 %

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CAD 0.17B
FCLH:CA 0.00 % 0.43 %

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FLAM:CA 0.00 % 0.00 %

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BNKD 0.00 % 0.00 %

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BNKO 0.00 % 0.00 %

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BNKU 0.00 % 0.00 %

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BNKZ 0.00 % 0.00 %

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KNAB 0.00 % 0.00 %

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USI 0.00 % 0.00 %

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ZDY-U:CA BMO US Dividend ETF 0.00 % 0.00 %

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ZWH-U:CA BMO US High Dividend Cove.. 0.00 % 0.00 %

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MULC-B:CA Manulife Multifactor U.S... 0.00 % 0.00 %

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CAD 0.08B
HUF-U:CA 0.00 % 0.00 %

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SPBO SPDR Portfolio Corporate .. 0.00 % 0.00 %

N/A

USD 1.66B
ACWD:LSE SPDR® MSCI ACWI UCITS ET.. 0.00 % 0.00 %

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ACWI:LSE SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

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ROLA 0.00 % 0.00 %

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ROUS Hartford Multifactor US E.. 0.00 % 0.21 %

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RUE:CA 0.00 % 0.44 %

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RWL Invesco S&P 500 Revenue E.. 0.00 % 0.39 %

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SCIU 0.00 % 0.19 %

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SDS ProShares UltraShort S&P5.. 0.00 % 0.89 %

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SFLA 0.00 % 0.00 %

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SH ProShares Short S&P500 0.00 % 0.89 %

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USD 1.07B
SPFF Global X SuperIncome Pref.. 0.00 % 0.58 %

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SPLX 0.00 % 0.00 %

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SPMO Invesco S&P 500® Momentu.. 0.00 % 0.13 %

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SPXS Direxion Daily S&P 500® .. 0.00 % 0.95 %

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SPXU ProShares UltraPro Short .. 0.00 % 0.91 %

N/A

USD 0.54B
SPYV SPDR® Portfolio S&P 500 .. 0.00 % 0.06 %

N/A

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SYV 0.00 % 0.60 %

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THRK 0.00 % 0.10 %

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TOK iShares MSCI Kokusai ETF 0.00 % 0.25 %

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TPU:CA TD U.S. Equity Index ETF 0.00 % 0.11 %

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USB:CA 0.00 % 0.28 %

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VIG Vanguard Dividend Appreci.. 0.00 % 0.06 %

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VIXH 0.00 % 0.60 %

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VQT 0.00 % 0.00 %

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VT Vanguard Total World Stoc.. 0.00 % 0.09 %

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VTV Vanguard Value Index Fund.. 0.00 % 0.04 %

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XSP:CA iShares Core S&P 500 (CAD.. 0.00 % 0.11 %

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CAD 11.09B
XUH:CA iShares Core S&P U.S. Tot.. 0.00 % 0.07 %

N/A

CAD 0.33B
XWD:CA iShares MSCI World Index .. 0.00 % 0.47 %

N/A

CAD 1.08B
YLD Principal Active High Yie.. 0.00 % 0.65 %

N/A

USD 0.23B
HBF:CA Harvest Brand Leaders Plu.. 0.00 % 1.16 %

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N/A
XMX 0.00 % 0.26 %

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PRUS:LSE Invesco Markets III plc -.. 0.00 % 0.00 %

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USD 0.45B
PSRF:LSE Invesco Markets III plc -.. 0.00 % 0.00 %

N/A

USD 0.45B
PSRW:LSE Invesco FTSE RAFI All Wor.. 0.00 % 0.00 %

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USD 0.07B
SPVG:LSE 0.00 % 0.00 %

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SPVX:LSE 0.00 % 0.00 %

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UC07:LSE UBS (Irl) plc - MSCI USA .. 0.00 % 0.00 %

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UC81:LSE UBS Barclays US Liquid Co.. 0.00 % 0.00 %

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USD 0.28B
UC82:LSE UBS(Lux)Fund Solutions .. 0.00 % 0.00 %

N/A

USD 0.07B
UC86:LSE UBS(Lux)Fund Solutions .. 0.00 % 0.00 %

N/A

USD 0.28B
VDEV:LSE Vanguard FTSE Developed W.. 0.00 % 0.00 %

N/A

USD 3.22B
VECP:LSE Vanguard EUR Corporate Bo.. 0.00 % 0.00 %

N/A

USD 1.97B
VEVE:LSE Vanguard FTSE Developed W.. 0.00 % 0.00 %

N/A

USD 3.27B
VHYD:LSE Vanguard FTSE All-World H.. 0.00 % 0.00 %

N/A

USD 5.07B
VHYL:LSE Vanguard FTSE All-World H.. 0.00 % 0.00 %

N/A

USD 5.07B
VNRT:LSE Vanguard FTSE North Ameri.. 0.00 % 0.00 %

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VUSA:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

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VUSD:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

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VWRD:LSE Vanguard FTSE All-World U.. 0.00 % 0.00 %

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VWRL:LSE Vanguard FTSE All-World U.. 0.00 % 0.00 %

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XDEM:LSE Xtrackers MSCI World Mome.. 0.00 % 0.00 %

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XDUS:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

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XDWD:LSE Xtrackers MSCI World UCIT.. 0.00 % 0.00 %

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XDWL:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

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XMUD:LSE Xtrackers - MSCI USA Swap.. 0.00 % 0.00 %

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XMUS:LSE Xtrackers MSCI USA Swap U.. 0.00 % 0.00 %

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XRMU:LSE Xtrackers MSCI USA ESG Sc.. 0.00 % 0.00 %

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USD 0.11B
XRSS:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

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USD 0.11B
XSPD:LSE Xtrackers - S&P 500 Inver.. 0.00 % 0.00 %

N/A

USD 0.15B
XSPS:LSE Xtrackers S&P 500 Inverse.. 0.00 % 0.00 %

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USD 0.15B
ZWUS:LSE 0.00 % 0.00 %

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UB0B:LSE 0.00 % 0.00 %

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VUSC:LSE Vanguard USD Corporate 1-.. 0.00 % 0.00 %

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XDEX:LSE db x-trackers FTSE All-Wo.. 0.00 % 0.00 %

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XDWG:LSE Xtrackers MSCI World UCIT.. 0.00 % 0.00 %

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XUSD:LSE Xtrackers MSCI USA Swap U.. 0.00 % 0.00 %

N/A

USD 1.77B
ENAM:PA BNP Paribas Easy MSCI Nor.. 0.00 % 0.00 %

N/A

USD 0.19B
PFT:PA Invesco FTSE RAFI US 1000.. 0.00 % 0.00 %

N/A

USD 0.45B
PSRW:PA Invesco FTSE RAFI All Wor.. 0.00 % 0.00 %

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USD 0.07B
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Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -11.67% 23% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.67% 25% F 25% F
Trailing 12 Months  
Capital Gain 5.10% 23% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.10% 25% F 33% F
Trailing 5 Years  
Capital Gain 21.61% 78% C+ 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.61% 81% B- 62% D
Average Annual (5 Year Horizon)  
Capital Gain 17.74% 82% B 80% B-
Dividend Return 20.69% 86% B+ 81% B-
Total Return 2.95% 19% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 31.57% 32% F 33% F
Risk Adjusted Return 65.52% 82% B 81% B-
Market Capitalization 279.91B N/A N/A N/A N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.50 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio 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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

What to not like:
Below median total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.