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Performance of JPM JPMorgan Chase & Co | 44.2% in 12m

Compare JPM with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare JPMorgan Chase & Co with its related Sector/Index XLF

Compare JPMorgan Chase & Co with its related Sector/Index XLF

Performance Duell JPM vs XLF

TimeFrame JPM XLF
1 Day 0.15% -0.58%
1 Week 6.69% 2.64%
1 Month -0.17% -0.92%
3 Months 12.5% 6.55%
6 Months 39.4% 28.46%
12 Months 44.2% 27.75%
YTD 13.7% 8.67%
Rel. Perf. 1m -0.01
Rel. Perf. 3m 0.74
Rel. Perf. 6m 0.69
Rel. Perf. 12m 1.18

Is JPMorgan Chase & Co a good stock to buy?

Neither. Based on ValueRay Fundamental Analyses, JPMorgan Chase & Co is currently (April 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -10.14 and therefor a neutral outlook according to fundamental data.
Based on ValueRays Technical Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JPM as of April 2024 is 195.18. This means that JPM is currently undervalued and has a potential upside of +0.94% (Margin of Safety).

Is JPM a buy, sell or hold?

  • Strong Buy: 11
  • Buy: 6
  • Hold: 6
  • Sell: 1
  • Strong Sell: 0
JPMorgan Chase & Co has received a consensus analysts rating of 4.13. Therefor, it is recommend to buy JPM.
Values above 0%: JPM is performing better - Values below 0%: JPM is underperforming

Compare JPM with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 5.90% 2.96% 17.94% 18.40%
US NASDAQ 100 QQQ 6.44% 4.40% 17.77% 6.34%
US Dow Jones Industrial 30 DIA 5.77% 2.84% 23.00% 28.39%
German DAX 40 DBXD 6.26% 1.83% 19.28% 31.95%
UK FTSE 100 ISFU 3.93% -1.30% 25.48% 37.17%
Shanghai Shenzhen CSI 300 CSI 300 7.67% -0.17% 37.88% 57.13%
Hongkong Hang Seng HSI 0.11% 0.08% 43.16% 62.92%
Japan Nikkei 225 EXX7 9.54% 8.33% 25.25% 28.93%
India NIFTY 50 INDA 4.30% -3.63% 18.49% 13.24%
Brasil Bovespa EWZ 4.37% 4.30% 32.76% 25.78%

JPM JPMorgan Chase & Co vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 9.66% 4.22% 18.33% 5.48%
Consumer Discretionary XLY 4.89% 4.10% 23.00% 22.53%
Consumer Staples XLP 3.94% -0.59% 26.22% 42.64%
Energy XLE 3.72% -3.78% 26.85% 26.09%
Financial XLF 4.05% 0.75% 10.93% 16.43%
Health Care XLV 5.61% 3.49% 27.89% 37.74%
Industrial XLI 5.22% 1.39% 12.98% 18.39%
Materials XLB 6.76% 2.49% 18.64% 29.95%
Real Estate XLRE 4.76% 5.13% 24.24% 41.49%
Technology XLK 6.17% 5.07% 17.93% 5.81%
Utilities XLU 2.84% -4.47% 24.63% 45.15%
Aerospace & Defense XAR 4.80% 2.81% 20.32% 25.70%
Biotech XBI 8.20% 11.11% 13.84% 41.40%
Homebuilder XHB 4.93% 6.28% -8.88% -6.53%
Retail XRT 4.54% 5.49% 14.90% 23.24%

JPM JPMorgan Chase & Co vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 4.58% -3.62% 36.87% 25.22%
Natural Gas UNG 7.04% 4.28% 88.58% 92.86%
Gold GLD 8.70% -7.60% 21.86% 27.94%
Silver SLV 9.78% -11.15% 19.71% 35.18%
Copper CPER 4.57% -13.06% 12.28% 24.27%

Returns of JPM vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 7.87% 5.64% 32.13% 59.08%
iShares High Yield Corp. Bond HYG 5.98% 0.87% 30.31% 36.18%
Does JPMorgan Chase & Co outperform its market, is JPM a Sector Leader?
Yes, over the last 12 months JPMorgan Chase & Co (JPM) made 44.18%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.75%.
Over the last 3 months JPM made 12.47%, while XLF made 6.55%.
Period JPM XLF S&P 500
1 Month -0.17% -0.92% -3.13%
3 Months 12.47% 6.55% 3.49%
12 Months 44.18% 27.75% 25.78%