(JPM) JPMorgan Chase - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US46625H1005
JPM: Deposits, Lending, Investment Banking, Asset Management, Securities
JPMorgan Chase & Co. (NYSE:JPM) is a global financial services giant operating through three core segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The bank provides a wide array of financial products and services, including deposit accounts, loans, credit cards, mortgages, and investment solutions. It serves a diverse client base, ranging from individual consumers and small businesses to large corporations, institutional investors, and government entities. With a history dating back to 1799, JPMorgan Chase is one of the oldest and most influential financial institutions in the world, headquartered in New York, New York.
The Consumer & Community Banking segment offers traditional banking services through a network of bank branches, ATMs, and digital platforms. It provides mortgages, home equity loans, auto loans, and credit cards, along with cash management and payment solutions. The Commercial & Investment Bank focuses on corporate and institutional clients, offering advisory services, capital-raising solutions, risk management products, and securities services. The Asset & Wealth Management division provides investment management solutions, including equities, fixed income, alternatives, and retirement products, catering to both institutional and retail investors.
Additionally, JPMorgan Chase serves mid-sized businesses, municipalities, and non-profit organizations with tailored financial solutions, including lending, payments, and investment banking services. The company also offers prime brokerage, custody, and fund services, along with data-driven solutions for its clients. Its comprehensive platform makes it a leader in global financial services, with a strong presence in over 100 markets worldwide.
Additional Sources for JPM Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JPM Stock Overview
Market Cap in USD | 676,850m |
Sector | Financial Services |
Industry | Banks - Diversified |
GiC Sub-Industry | Diversified Banks |
IPO / Inception | 1978-10-06 |
JPM Stock Ratings
Growth Rating | 83.3 |
Fundamental | 46.3 |
Dividend Rating | 64.2 |
Rel. Strength | 6.79 |
Analysts | 3.74/5 |
Fair Price Momentum | 248.84 USD |
Fair Price DCF | - |
JPM Dividends
Dividend Yield 12m | 2.17% |
Yield on Cost 5y | 6.22% |
Annual Growth 5y | 5.02% |
Payout Consistency | 93.6% |
JPM Growth Ratios
Growth Correlation 3m | -73.7% |
Growth Correlation 12m | 85.7% |
Growth Correlation 5y | 77.1% |
CAGR 5y | 24.69% |
CAGR/Max DD 5y | 0.64 |
Sharpe Ratio 12m | 1.30 |
Alpha | 17.96 |
Beta | 1.252 |
Volatility | 37.38% |
Current Volume | 6091.4k |
Average Volume 20d | 10807.2k |
As of April 30, 2025, the stock is trading at USD 244.62 with a total of 6,091,383 shares traded.
Over the past week, the price has changed by +3.83%, over one month by +0.34%, over three months by -7.67% and over the past year by +29.50%.
Partly, yes. Based on ValueRay Fundamental Analyses, JPMorgan Chase (NYSE:JPM) is currently (April 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 46.33 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 April 2025 is 248.84. This means that JPM is currently overvalued and has a potential downside of 1.73%.
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
According to ValueRays Forecast Model, JPM JPMorgan Chase will be worth about 285 in April 2026. The stock is currently trading at 244.62. This means that the stock has a potential upside of +16.52%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 258.5 | 5.7% |
Analysts Target Price | 254.5 | 4.1% |
ValueRay Target Price | 285 | 16.5% |