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

PREFERRED STOCK | Banks - Diversified |

Last Closing

USD 21.6

Change

+0.21 (+0.98)%

Market Cap

N/A

Volume

0.27M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Banks - Diversified

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

+0.12 (+0.06%)

USD 533.63B
JPM-PD JPMorgan Chase & Co

+0.09 (+0.36%)

USD 330.81B
JPM-PC JPMorgan Chase & Co

+0.11 (+0.44%)

USD 329.13B
BML-PG Bank of America Corporation

+0.06 (+0.27%)

USD 301.80B
BAC Bank of America Corp

-0.08 (-0.21%)

USD 301.46B
BML-PH Bank of America Corporation

+0.08 (+0.37%)

USD 291.23B
BAC-PE Bank of America Corporation

+0.08 (+0.34%)

USD 280.20B
BML-PL Bank of America Corporation

-0.03 (-0.14%)

USD 273.53B
BML-PJ Bank of America Corporation

N/A

USD 261.36B
BAC-PB Bank of America Corporation

+0.03 (+0.12%)

USD 251.68B

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 %

+0.04 (+0.21%)

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

+0.06 (+0.21%)

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

+0.01 (+0.21%)

USD 0.24B
AFLT:PA Amundi Index Solutions - .. 2.00 % 0.00 %

-0.03 (0.21%)

USD 0.36B
FRNH:F Amundi Index Solutions - .. 2.00 % 0.00 %

+0.03 (+0.21%)

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

N/A

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

+0.03 (+0.21%)

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

+0.40 (+0.21%)

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

N/A

CAD 0.24B
UC82:LSE UBS(Lux)Fund Solutions .. 1.27 % 0.00 %

+1.75 (+0.21%)

USD 0.07B
UC86:LSE UBS(Lux)Fund Solutions .. 1.27 % 0.00 %

+0.02 (+0.21%)

USD 0.30B
UEF7:F UBS ETF - Bloomberg Barcl.. 1.04 % 0.00 %

+0.06 (+0.21%)

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

+0.02 (+0.21%)

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

+0.03 (+0.21%)

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

+0.06 (+0.21%)

USD 0.25B
UEFY:XETRA UBS - SBI Foreign AAA-BBB.. 1.01 % 0.00 %

+0.03 (+0.21%)

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

N/A

CAD 0.48B
SYBQ:F SSgA SPDR ETFs Europe II .. 0.85 % 0.00 %

+0.13 (+0.21%)

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

+0.09 (+0.21%)

USD 0.26B
ACIM 0.76 % 0.00 %

N/A

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

+0.02 (+0.21%)

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

+0.02 (+0.21%)

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

+0.07 (+0.21%)

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

+0.06 (+0.21%)

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

-0.04 (0.21%)

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

+0.03 (+0.21%)

USD 1.26B
SYBD:F SSgA SPDR ETFs Europe I p.. 0.39 % 0.00 %

+0.03 (+0.21%)

USD 1.26B
SYBD:XETRA SPDR® Bloomberg 0-3 Year.. 0.39 % 0.00 %

+0.02 (+0.21%)

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

+0.17 (+0.21%)

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

+0.17 (+0.21%)

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

+0.02 (+0.21%)

USD 0.20M
UCRP:XETRA Amundi Index Solutions - .. 0.28 % 0.00 %

+0.44 (+0.21%)

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

+0.17 (+0.21%)

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

+0.18 (+0.21%)

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

+0.15 (+0.21%)

USD 0.77B
SYBC:F SSgA SPDR ETFs Europe I P.. 0.18 % 0.00 %

+0.16 (+0.21%)

USD 0.77B
SYBC:XETRA SPDR Barclays Euro Corpor.. 0.18 % 0.00 %

+0.15 (+0.21%)

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

+0.07 (+0.21%)

USD 0.21B

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 5.37% 59% D- 60% D-
Dividend Return 1.39% 32% F 67% D+
Total Return 6.75% 60% D- 63% D
Trailing 12 Months  
Capital Gain 6.61% 40% F 47% F
Dividend Return 5.61% 30% F 72% C
Total Return 12.23% 36% F 48% 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 -4.28% 18% F 23% F
Dividend Return -1.44% 14% F 22% F
Total Return 2.84% 18% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 11.24% 61% D- 78% C+
Risk Adjusted Return -12.85% 14% F 20% 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.