(JPM) JPMorgan Chase - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US46625H1005

JPM: Banking, Investments, Lending, Credit, Cards, Mortgages, Securities

JPMorgan Chase & Co, a multinational financial services company, operates through a diverse range of segments, including Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management. The Consumer & Community Banking segment provides an array of financial products and services, such as deposit accounts, investment solutions, lending products, and cash management services, to individual consumers and small businesses. This segment also engages in mortgage origination and servicing activities, offering residential mortgages, home equity loans, credit cards, auto loans, and travel services. Additionally, it provides payment and banking services through various channels, including bank branches, ATMs, digital banking, and telephone banking.

The Corporate & Investment Bank segment offers a broad spectrum of investment banking products and services, including advisory services on corporate strategy and structure, equity and debt market capital-raising services, loan origination, and syndication. This segment also provides payments, cash management, and derivative instruments, as well as risk management solutions, prime brokerage services, and research to its clients. Furthermore, it offers securities services, such as custody, fund accounting, administration, and securities lending products, primarily to asset managers, insurance companies, and public and private investment funds. The scope of this segment's services underscores the company's commitment to providing comprehensive financial solutions to its corporate and institutional clients.

The Commercial Banking segment delivers financial solutions to a wide range of clients, including small and midsized companies, local governments, nonprofit organizations, large corporations, and real estate investors and developers. The services offered by this segment encompass lending, payments, investment banking, and asset management, tailored to meet the specific needs of its diverse client base. For instance, it provides financing solutions for multifamily, office, retail, industrial, and affordable housing properties, highlighting the segment's focus on supporting the growth and development of various industries and communities.

The Asset & Wealth Management segment offers multi-asset investment management solutions, including equities, fixed income, alternatives, and money market funds, to both institutional clients and retail investors. This segment also provides a range of products and services to high net worth individuals, including retirement products, brokerage services, custody, estate planning, lending, deposits, and investment management solutions. With a long history dating back to 1799, JPMorgan Chase & Co is headquartered in New York, New York, and has established itself as a leading global financial services company, with a web presence at https://www.jpmorganchase.com and listed as a common stock under the ISIN US46625H1005, classified within the Diversified Banks sub-industry.

Additional Sources for JPM Stock

JPM Stock Overview

Market Cap in USD 725,026m
Sector Financial Services
Industry Banks - Diversified
GiC Sub-Industry Diversified Banks
IPO / Inception 1978-10-06

JPM Stock Ratings

Growth 5y 77.9%
Fundamental 53.9%
Dividend 59.8%
Rel. Strength Industry 66.2
Analysts 3.74/5
Fair Price Momentum 293.70 USD
Fair Price DCF 119.98 USD

JPM Dividends

Dividend Yield 12m 1.82%
Yield on Cost 5y 4.16%
Annual Growth 5y 5.02%
Payout Consistency 93.6%

JPM Growth Ratios

Growth Correlation 3m 56%
Growth Correlation 12m 95.6%
Growth Correlation 5y 75.6%
CAGR 5y 17.92%
CAGR/Mean DD 5y 1.40
Sharpe Ratio 12m 1.87
Alpha 30.74
Beta 1.05
Volatility 20.60%
Current Volume 13712.1k
Average Volume 20d 11055.8k
What is the price of JPM stocks?
As of January 22, 2025, the stock is trading at USD 263.03 with a total of 13,712,114 shares traded.
Over the past week, the price has changed by +6.29%, over one month by +10.91%, over three months by +18.56% and over the past year by +58.16%.
Is JPMorgan Chase a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, JPMorgan Chase (NYSE:JPM) is currently (January 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 53.93 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JPM as of January 2025 is 293.70. This means that JPM is currently undervalued and has a potential upside of +11.66% (Margin of Safety).
Is JPM a buy, sell or hold?
JPMorgan Chase has received a consensus analysts rating of 3.74. Therefor, it is recommend to hold JPM.
  • Strong Buy: 7
  • Buy: 7
  • Hold: 7
  • Sell: 0
  • Strong Sell: 2
What are the forecast for JPM stock price target?
According to ValueRays Forecast Model, JPM JPMorgan Chase will be worth about 325.5 in January 2026. The stock is currently trading at 263.03. This means that the stock has a potential upside of +23.74%.
Issuer Forecast Upside
Wallstreet Target Price 263 -0%
Analysts Target Price 254.5 -3.2%
ValueRay Target Price 325.5 23.7%