Skip to content

JPM

NYSE
Favorable· 69

JPMorgan Chase & Co.

Financial Services
Banks—Diversified

$331.48

1.9%

Updated Today 6:01 PM ET

Price — Past Year

▲ Up 18.7% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$871.43B

P/E

14.76x

Forward P/E (est.)

14.42x

ROE

16.3%

Revenue Growth

109.0%

EPS Growth

2.4%

Profit Margin

33.3%

FCF Yield

5.7%

Debt / Equity

2.55x

ROIC

Interest Coverage

Current Ratio

Dividend Yield

1.9%

Implied Growth (rev. DCF)

Rating Score

69/100

Trade Setup & Technical Analysis

Institutional-style technical read — sample, educational only

Bullish
Confidence score69/100

Uptrend — price ($331.48) is above the 50-day ($308.86) and 200-day ($307.10) averages.

Setup type

Trend-continuation swing

Holding time

1–6 weeks

Risk level

Medium

Risk / reward

1 : 0.5

Trade levels

Entry zone

$322.37 – $331.48

Stop loss

$291.40

Target 1

$345.14

Target 2

$358.05

Target 3

$373.23

Position sizing: Scale in; risk ≤ 1% of capital, half-size to start.

Technical analysis

RSI(14) is overbought (71); the MACD histogram is positive (upward momentum). Uptrend — price ($331.48) is above the 50-day ($308.86) and 200-day ($307.10) averages. ATR(14) is $7.59 (~2.3% of price), which sets the stop distance. Recent support sits near $295.20 and resistance near $338.09; the 52-week range is $269.72–$338.09.

Fundamental analysis

Revenue is growing at 109.0%, net margin near 33.3%, ROE roughly 16.3%; shares trade at 15x earnings. Quality score: 69/100.

Options flow

Live options-flow data needs a paid feed, so it isn't shown. For realized volatility, ATR of $7.59 (~2.3%/day) is the range to size stops and any option strikes around.

Volume analysis

The latest session traded 2.1× the 20-day average volume — above average, confirming participation.

Catalysts

The next quarterly earnings report is the main near-term catalyst. Technically, watch for a break and hold above $338.09 or a loss of $295.20.

Bullish scenario

Scale, funding advantages, and a 'fortress balance sheet' lead the sector.

Bearish scenario

Earnings are sensitive to credit cycles and net-interest-margin swings.

Invalidation

A daily close below $291.40 invalidates this setup read.

Probability-based scenario using sample data — not a recommendation or a guarantee of profit. Prioritize capital preservation, use stops, and size positions for risk. Past performance does not predict future results.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what JPM's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. JPM trades near $331.48, above its 50-day average ($308.86) and 200-day average ($307.10). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 71 it is overbought — the recent rally is stretched and can cool off.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. JPM's is $7.59 (~2.3% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month JPM found buyers near $295.20 (support) and sellers near $338.09 (resistance); its 52-week range is $269.72–$338.09. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 2.1× the 20-day average — heavier than usual, which adds conviction to the move. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

JPMorgan is the premier U.S. money-center bank, with diversified earnings across consumer banking, markets, and asset management and a reputation as a best-in-class operator. Like all banks, its earnings are inherently tied to credit cycles and interest-rate conditions.

Revenue Growth
Research

4Y CAGR

10.7%

Revenue grew from $121.65B in 2021 to $182.45B in 2025, a 10.7% CAGR. The most recent year grew about 109.0% year over year, a healthy pace pointing to durable demand.

Profitability
Research

Gross Margin

Operating Margin

Net Margin

31.3%

ROE

16.3%

Gross margin runs near 55.0% with operating margin around 41.2% and net margin near 33.3%. Return on equity of roughly 16.3% indicates moderate capital efficiency, and the margin profile has trended high and stable over the period shown.

Debt Analysis
Research

Total Debt

$269.93B

Net Debt

-$8.86B

Net cash position

Net Debt / EBITDA

Debt / Equity

2.55x

Interest-bearing debt is about 35.0% of market capitalization and the debt-to-equity ratio is roughly 2.55x. Leverage is elevated, which is typical for this business model but worth monitoring.

Cash Flow Analysis
Research

Operating CF

-$147.78B

Free Cash Flow

-$147.78B

FCF Margin

-81.0%

Operating cash flow comfortably exceeds reported net income, and free cash flow yield is around 5.7%. Cash generation is robust and supports buybacks, dividends, and reinvestment.

Valuation Analysis
Research

P/E

14.76x

P/S

3.47x

P/B

2.38x

EV / EBITDA

12x

Shares trade at roughly 15x trailing earnings (13x forward), 3.5x sales, and 12x EV/EBITDA. That is a reasonable-to-cheap multiple relative to the broader market. Our internal rating is Favorable.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
14.8xCheap
Forward P/E
14.4xCheap
P/S ratio
3.5xExpensive
Revenue growth
109.0%Strong
EPS growth
2.4%Weak
Gross margin
Net margin
33.3%Strong
ROE
16.3%Average

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How JPM stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.

In the Financials sector (76 S&P 500 companies), JPM ranks #25 of 76 by our overall rating. It trades at roughly in line versus the sector on earnings (14.8x P/E vs. 15.2x median) with a higher return on equity (16.3% vs. 15.3%) and faster revenue growth (109.0% vs. 9.1%).

P/E vs sector

14.8x

median 15.2x

ROE vs sector

16.3%

median 15.3%

Growth vs sector

109.0%

median 9.1%

Sector rank

#25

of 76 by rating

CompanyP/ERev Gr.Rating
JPMThis stock14.8x109.0%Favorable· 69
BRK.B14.6x1.1%Neutral· 51
V27x14.4%Favorable· 70
MA27.6x16.8%Favorable· 65
BAC12.6x99.4%Strong· 72
MS19.4x12.3%Neutral· 57
GS17.9x1.3%Neutral· 49
WFC11.3x72.7%Favorable· 68
Financials median15.2x9.1%65/100

Valuation vs. quality map

sector medianBRK.BVMABACMSGSWFCJPMP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Financials companies by sub-industry and size. Sector median is across all 76 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$1,217.66$2,029.43

vs. $331.48 today · expected CAGR 30%44%

Metric20262027202820292030
Revenue$264.55B$383.59B$556.21B$806.51B$1.17T
Net income$82.01B$118.91B$172.43B$250.02B$362.53B
EPS$30.61$44.38$64.35$93.31$135.30
Share price (low)$275.46$399.41$579.15$839.76$1,217.66
Share price (high)$459.09$665.69$965.25$1,399.61$2,029.43
CAGR (low–high)-17% / 38%10% / 42%20% / 43%26% / 43%30% / 44%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case
  • Scale, funding advantages, and a 'fortress balance sheet' lead the sector.
  • Diversified fee and net-interest income across cycles.
  • Strong returns on equity and consistent capital returns.
Bear Case
  • Earnings are sensitive to credit cycles and net-interest-margin swings.
  • Heavy regulation and capital requirements cap upside.
  • Banking is cyclical — loan losses spike exactly when the economy weakens.
Key Risks
Research
  • Credit losses in a recession.
  • Interest-rate and yield-curve shifts.
  • Regulatory capital changes.
Final Investment Thesis
Research

JPMorgan is arguably the best-run large bank in the world, but it remains a cyclical, rate-sensitive business — quality deserves a premium, yet the sector's economics put a natural ceiling on long-run compounding.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.