JPM Performance & Benchmarks - 42.4% in 12m
The Total Return for 3m is 23.1%, for 6m 12.9% and YTD 27%. Compare with Peer-Group: Diversified Banks
Performance Rating
84.18%
#27 in Peer-Group
Rel. Strength
83.92%
#1234 in Stock-Universe
Total Return 12m
42.37%
#28 in Peer-Group
Total Return 5y
256.56%
#30 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 15.3 |
| P/E Forward | 15.8 |
| High / Low | USD |
|---|---|
| 52 Week High | 299.63 USD |
| 52 Week Low | 190.62 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 82.06 |
| Buy/Sell Signal +-5 | -0.74 |
| Support / Resistance | Levels |
|---|---|
| Support | 287.7, 284.6, 275.9, 265.1 |
| Resistance |
12m Total Return: JPM (42.4%) vs XLF (22%)
5y Drawdown (Underwater) Chart
Top Performer in Diversified Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| JPM | 0.97% | 3.85% | 23.1% |
| WF | -3.76% | 7.46% | 48.0% |
| C | -0.19% | 12.6% | 40.2% |
| SHG | -1.17% | 8.85% | 40.6% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| JPM | 12.9% | 42.4% | 257% |
| WF | 72.1% | 64.0% | 256% |
| ABN | 62.2% | 68.4% | 420% |
| SAN | 70.9% | 85.7% | 396% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| NWG NYSE Natwest |
-0.49% | 56.4% | 529% | 8.74 | 8.78 | 0.55 | 70.0% | 12.8% |
| JYSK CO Jyske Bank |
1.72% | 22.1% | 247% | 8.1 | 7.64 | 0.86 | 69.6% | 24.9% |
| SMFG NYSE Sumitomo Mitsui Financial |
1.59% | 16.5% | 248% | 12 | 10.2 | 1.29 | -3.0% | -43.9% |
| MFG NYSE Mizuho Financial |
5.94% | 41.9% | 195% | 11.4 | 10.2 | 1.53 | -1.70% | -42.5% |
| BCY XETRA Barclays |
10% | 61.5% | 342% | 10 | 8.76 | 1.54 | 17.0% | 32.6% |
| BMO TO Bank of Montreal |
3.06% | 40.9% | 167% | 14.6 | 12 | 1.22 | -89.8% | -7.45% |
| WFC NYSE Wells Fargo |
2.07% | 39.6% | 277% | 14.4 | 14.7 | 1.93 | 71.3% | 21.4% |
| KBC BR KBC Groep |
4.27% | 35.1% | 153% | 10.7 | 11.4 | 0.85 | -0.60% | -10.4% |
Performance Comparison: JPM vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for JPM
| Total Return (including Dividends) | JPM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 3.85% | 0.63% | 2.69% |
| 3 Months | 23.08% | 8.65% | 14.80% |
| 12 Months | 42.37% | 21.99% | 18.52% |
| 5 Years | 256.56% | 139.38% | 107.25% |
| Trend Stabilty (consistency of price movement) | JPM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 65.2% | 35% | 91.2% |
| 3 Months | 94.8% | 84.1% | 97.5% |
| 12 Months | 83.5% | 78.1% | 49.7% |
| 5 Years | 77% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 44 %th | 3.20% | 1.13% |
| 3 Month | 80 %th | 13.28% | 7.21% |
| 12 Month | 64 %th | 16.70% | 20.12% |
| 5 Years | 60 %th | 48.96% | 72.05% |
FAQs
Does JPMorgan Chase (JPM) outperform the market?
Yes,
over the last 12 months JPM made 42.37%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.99%.
Over the last 3 months JPM made 23.08%, while XLF made 8.65%.
Performance Comparison JPM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JPM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.9% | 1.2% | 7.5% | 24% |
| US NASDAQ 100 | QQQ | 0.2% | 0.9% | 4.1% | 18% |
| German DAX 40 | DAX | 0.8% | 2.4% | 1.8% | 11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.7% | -1.1% | 3.2% | 17% |
| Hongkong Hang Seng | HSI | 0.4% | -1.6% | -15.1% | -1% |
| India NIFTY 50 | INDA | 4.7% | 9.2% | 9.5% | 49% |
| Brasil Bovespa | EWZ | 3.2% | 10.7% | 5% | 39% |
JPM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.8% | 5.8% | 8% | 15% |
| Consumer Discretionary | XLY | 2.5% | 1.2% | 16.8% | 20% |
| Consumer Staples | XLP | 2.4% | 4.5% | 10.8% | 37% |
| Energy | XLE | -0% | 0.5% | 14.1% | 45% |
| Financial | XLF | 1.7% | 3.2% | 10.4% | 20% |
| Health Care | XLV | 2.5% | 4.3% | 21.1% | 52% |
| Industrial | XLI | 2.1% | 0.8% | 3.2% | 20% |
| Materials | XLB | 4.7% | 2.7% | 12.6% | 43% |
| Real Estate | XLRE | 2.6% | 2.1% | 9.8% | 37% |
| Technology | XLK | -0.7% | -0.7% | -1.5% | 15% |
| Utilities | XLU | 0% | -0.5% | 2.6% | 20% |
| Aerospace & Defense | XAR | 2% | 0.2% | -12% | -5% |
| Biotech | XBI | 3.2% | -0.1% | 20.7% | 55% |
| Homebuilder | XHB | 5.4% | -0.6% | 19.7% | 55% |
| Retail | XRT | 5.2% | 0.8% | 15.2% | 39% |
JPM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.7% | -7.0% | 8.71% | 34% |
| Natural Gas | UNG | 3.6% | 16.5% | 30.2% | 47% |
| Gold | GLD | 4.6% | 5.1% | -3.7% | 7% |
| Silver | SLV | 7.1% | 1.7% | -3.7% | 13% |
| Copper | CPER | 22.7% | 14.6% | 9% | 32% |
JPM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0% | 5.1% | 12.5% | 46% |
| iShares High Yield Corp. Bond | HYG | 1.2% | 3.8% | 9.5% | 34% |