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

PREFERRED STOCK | Banks - Diversified |

Last Closing

USD 20.14

Change

-0.06 (-0.30)%

Market Cap

N/A

Volume

0.09M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and large corporations, as well as investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products to high net worth clients. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-08 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
BAC Bank of America Corp

+0.13 (+0.28%)

USD 343.82B
JPM-PD JPMorgan Chase & Co

-0.01 (-0.04%)

USD 330.68B
JPM-PC JPMorgan Chase & Co

-0.10 (-0.39%)

USD 330.31B
BML-PH Bank of America Corporation

+0.27 (+1.22%)

USD 302.35B
BML-PG Bank of America Corporation

+0.02 (+0.09%)

USD 298.42B
BML-PL Bank of America Corporation

+0.26 (+1.10%)

USD 293.86B
BAC-PE Bank of America Corporation

+0.09 (+0.38%)

USD 285.90B
BML-PJ Bank of America Corporation

N/A

USD 265.64B
BAC-PB Bank of America Corporation

-0.10 (-0.40%)

USD 250.18B
BAC-PK Bank of America Corporation

-0.04 (-0.16%)

USD 249.41B

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 %

-0.08 (-0.02%)

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

-0.04 (-0.02%)

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

+0.03 (+-0.02%)

USD 0.16B
AFLT:PA Amundi Index Solutions - .. 2.00 % 0.00 %

+0.12 (+-0.02%)

USD 0.57B
FRNH:F Amundi Index Solutions - .. 2.00 % 0.00 %

-0.03 (-0.02%)

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

N/A

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

-0.01 (-0.02%)

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

+0.90 (+-0.02%)

USD 0.69B
RUSB:CA RBC Short Term U.S. Corpo.. 1.28 % 0.40 %

+0.06 (+-0.02%)

CAD 0.29B
UEF7:F UBS ETF - Bloomberg Barcl.. 1.04 % 0.00 %

+0.08 (+-0.02%)

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

+0.02 (+-0.02%)

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

+0.01 (+-0.02%)

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

+0.02 (+-0.02%)

USD 0.45B
QUIG:CA Mackenzie US Investment G.. 0.94 % 0.28 %

-0.58 (-0.02%)

CAD 0.52B
SYBQ:F SSgA SPDR ETFs Europe II .. 0.85 % 0.00 %

-0.28 (-0.02%)

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

-0.24 (-0.02%)

USD 0.26B
ACIM 0.76 % 0.00 %

N/A

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

N/A

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

+0.03 (+-0.02%)

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

+0.02 (+-0.02%)

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

N/A

CAD 0.17B
SEUC:PA SSgA SPDR ETFs Europe I p.. 0.39 % 0.00 %

N/A

USD 0.89B
SYBD:F SSgA SPDR ETFs Europe I p.. 0.39 % 0.00 %

N/A

USD 0.88B
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 %

+0.25 (+-0.02%)

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

+0.31 (+-0.02%)

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

+0.02 (+-0.02%)

N/A
UCRP:XETRA Amundi Index Solutions - .. 0.28 % 0.00 %

+0.49 (+-0.02%)

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

+0.17 (+-0.02%)

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

+0.21 (+-0.02%)

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

-0.04 (-0.02%)

USD 0.88B
SYBC:F SSgA SPDR ETFs Europe I P.. 0.18 % 0.00 %

N/A

USD 0.88B
SYBC:XETRA SPDR Barclays Euro Corpor.. 0.18 % 0.00 %

-0.08 (-0.02%)

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

+0.04 (+-0.02%)

USD 0.15B

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 -1.61% 9% A- 18% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.61% 9% A- 18% F
Trailing 12 Months  
Capital Gain -3.08% 9% A- 27% F
Dividend Return 5.47% 36% F 69% C-
Total Return 2.39% 9% A- 32% 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 -2.03% 29% F 23% F
Dividend Return 1.13% 18% F 27% F
Total Return 3.17% 29% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 11.41% 69% C- 77% C+
Risk Adjusted Return 9.93% 18% F 27% 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.

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.

Low Dividend Growth

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