Val
—
Gro
—
Qua
—
Mom
—
Sta
—
Cap—
P/SN/A
P/E—
Fwd P/E13.90
PEG1.79
52W— – —
RSI—
Target$371.85 (+7.9%)
Beta0.98
Div1.68%
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RSI (14)
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JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
52-Week Range
52W Low
—
52W High
Position in Range
—
RSI (14)
0 · Oversold
RSI 55
Overbought · 100
Signal
Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
4Bullish
0Bearish
0Neutral
▲ Bull Flag — Breakout after +9% pole — bullish continuation
▲ Double Bottom — Two lows ~$297.62 — bullish reversal confirmed
▲ Bull Flag — Breakout after +10% pole — bullish continuation
▲ Double Bottom — Two lows ~$324.65 — bullish reversal confirmed
View overlays on the price chart via Chart tab → Pattern Overlays.
EPS — History & Forecast
Estimate
Beat
Miss
Forecast
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Revenue — History & Forecast
Revenue
Forecast
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EPS Beat Rate
88%
7/8 quarters
Wall Street Consensus
BUY
BuyHoldSell
Price Target Range
$371.85
+7.9% upside
Low $305
—
High $420
Consensus
Current price
Wall Street Analyst Ratings
| Firm | Rating | Change | Action | Date |
|---|---|---|---|---|
| Citigroup | Neutral | — | ↔ Maintain | 2026-07-20 |
| Evercore ISI Group | Outperform | — | ↔ Maintain | 2026-07-17 |
| B of A Securities | Buy | — | ↔ Maintain | 2026-07-16 |
| Baird | Neutral | — | ↔ Maintain | 2026-07-15 |
| RBC Capital | Outperform | — | ↔ Maintain | 2026-07-15 |
| Wells Fargo | Overweight | — | ↔ Maintain | 2026-07-15 |
| Truist Securities | Hold | — | ↔ Maintain | 2026-07-15 |
| Barclays | Overweight | — | ↔ Maintain | 2026-07-15 |
| Keefe, Bruyette & Woods | Outperform | — | ↔ Maintain | 2026-07-15 |
| UBS | Buy | — | ↔ Maintain | 2026-07-07 |
| Morgan Stanley | Equal-Weight | — | ↔ Maintain | 2026-06-29 |
| Jefferies | Hold | — | ↔ Maintain | 2026-04-15 |
| Piper Sandler | Overweight | — | ↔ Maintain | 2026-04-14 |
| Freedom Broker | Hold | — | ↔ Maintain | 2026-01-22 |
| CICC | Outperform | — | ● Initiate | 2026-01-14 |
Citigroup
2026-07-20
Neutral
↔ Maintain
Evercore ISI Group
2026-07-17
Outperform
↔ Maintain
B of A Securities
2026-07-16
Buy
↔ Maintain
Baird
2026-07-15
Neutral
↔ Maintain
RBC Capital
2026-07-15
Outperform
↔ Maintain
Wells Fargo
2026-07-15
Overweight
↔ Maintain
Truist Securities
2026-07-15
Hold
↔ Maintain
Barclays
2026-07-15
Overweight
↔ Maintain
Keefe, Bruyette & Woods
2026-07-15
Outperform
↔ Maintain
UBS
2026-07-07
Buy
↔ Maintain
Morgan Stanley
2026-06-29
Equal-Weight
↔ Maintain
Jefferies
2026-04-15
Hold
↔ Maintain
Piper Sandler
2026-04-14
Overweight
↔ Maintain
Freedom Broker
2026-01-22
Hold
↔ Maintain
CICC
2026-01-14
Outperform
● Initiate
Profitability
Gross Margin
0.00%TTM
Op. Margin
50.39%TTM
ROE
17.79%TTM
Rev. Growth
30.40%YoY
Free Cash Flow
N/ATTM
FCF Yield
—TTM
Balance Sheet
Debt / Equity
N/AMRQ
Current Ratio
N/AMRQ
Cash
1.82TMRQ
Total Debt
1.33TMRQ
Net Debt
—MRQ
Income
Div. Yield
1.68%TTM
Annual Rate
6.00Fwd
Payout Ratio
25.71%TTM
Dividend History
Payout Ratio (TTM): 25.71%
| Date | Amount / Share | Yield at Payment |
|---|---|---|
| 2026-07-06 | $1.5000 | 0.44% |
| 2026-04-06 | $1.5000 | 0.51% |
| 2026-01-06 | $1.5000 | 0.45% |
| 2025-10-06 | $1.5000 | 0.49% |
| 2025-07-03 | $1.4000 | 0.48% |
| 2025-04-04 | $1.4000 | 0.68% |
| 2025-01-06 | $1.2500 | 0.54% |
| 2024-10-04 | $1.2500 | 0.61% |
| 2024-07-05 | $1.1500 | 0.58% |
| 2024-04-04 | $1.1500 | 0.62% |
| 2024-01-04 | $1.0500 | 0.65% |
| 2023-10-05 | $1.0500 | 0.78% |
| 2023-07-05 | $1.0000 | 0.74% |
| 2023-04-05 | $1.0000 | 0.84% |
| 2023-01-05 | $1.0000 | 0.80% |
| 2022-10-05 | $1.0000 | 0.99% |
| 2022-07-05 | $1.0000 | 0.98% |
| 2022-04-05 | $1.0000 | 0.83% |
| 2022-01-05 | $1.0000 | 0.68% |
| 2021-10-05 | $1.0000 | 0.67% |
| 2021-07-02 | $0.9000 | 0.65% |
| 2021-04-05 | $0.9000 | 0.67% |
| 2021-01-05 | $0.9000 | 0.82% |
| 2020-10-05 | $0.9000 | 1.05% |
| 2020-07-02 | $0.9000 | 1.13% |
| 2020-04-03 | $0.9000 | 1.26% |
| 2020-01-03 | $0.9000 | 0.77% |
| 2019-10-03 | $0.9000 | 0.96% |
| 2019-07-03 | $0.8000 | 0.85% |
| 2019-04-04 | $0.8000 | 0.92% |
| 2019-01-03 | $0.8000 | 1.01% |
| 2018-10-04 | $0.8000 | 0.86% |
| 2018-07-05 | $0.5600 | 0.67% |
| 2018-04-05 | $0.5600 | 0.62% |
| 2018-01-04 | $0.5600 | 0.65% |
| 2017-10-05 | $0.5600 | 0.73% |
| 2017-07-03 | $0.5000 | 0.68% |
| 2017-04-04 | $0.5000 | 0.73% |
| 2017-01-04 | $0.4800 | 0.71% |
| 2016-10-04 | $0.4800 | 0.93% |
How JPM Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 916.31B |
| Enterprise Value | 453.16B |
| Trailing P/E | 15.31 |
| Forward P/E | 13.90 |
| PEG Ratio (5yr) | 1.79 |
| Price/Sales (ttm) | N/A |
| Price/Book (mrq) | 2.59 |
| EV/Revenue | 2.43 |
| EV/EBITDA | N/A |
Share Statistics
| Avg Vol (3m) | 9.42M |
| Shares Outstanding | 2.66B |
| Float | 2.64B |
| % Held by Insiders | 0.38% |
| % Held by Institutions | 76.15% |
| Short Ratio | 2.66 |
| Short % of Float | 1.11% |
Profitability
| Gross Margin | 0.00% |
| Operating Margin (ttm) | 50.39% |
| Profit Margin | 34.92% |
| Return on Assets (ttm) | 1.36% |
| Return on Equity (ttm) | 17.79% |
Income Statement
| Revenue (ttm) | 186.33B |
| Revenue Growth (yoy) | 30.40% |
| Gross Profit (ttm) | 186.33B |
| EBITDA | N/A |
| Net Income (ttm) | 63.63B |
| Diluted EPS (ttm) | 22.51 |
| EPS Growth (yoy) | 46.90% |
Balance Sheet
| Total Cash (mrq) | 1.82T |
| Total Debt (mrq) | 1.33T |
| Debt / Equity (mrq) | N/A |
| Current Ratio (mrq) | N/A |
| Book Value / Share | 133.01 |
| Operating CF (ttm) | N/A |
| Free Cash Flow (ttm) | N/A |
Trading & Dividends
| Beta (5Y) | 0.98 |
| 50-Day MA | 324.62 |
| 200-Day MA | 311.19 |
| Fwd Dividend Yield | 168.00% |
| Payout Ratio | 25.71% |
Ownership Breakdown
Institutional 76.15%
Insider 0.38%
Public 23.5%
Short Interest
1.11% of float
Low
Institutional 13F Holdings
Famous investors who disclosed a position in JPM in their latest SEC 13F filing.
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Insider Transactions
| Date | Insider | Role | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-30 | NOVAKOVIC PHEBE N | Director | Stock Award(Grant) at price 327.33 per share. | 122 | $40,000 |
| 2026-06-30 | BURKE STEPHEN B | Director | Stock Award(Grant) at price 327.33 per share. | 171 | $56,250 |
| 2026-06-30 | HOBSON MELLODY L | Director | Stock Award(Grant) at price 327.33 per share. | 137 | $45,000 |
| 2026-06-30 | ROMETTY VIRGINIA M | Director | Stock Award(Grant) at price 327.33 per share. | 122 | $40,000 |
| 2026-06-22 | FRIEDMAN STACEY R. | General Counsel | Sale at price 330.73 per share. | 5,467 | $1,808,121 |
| 2026-05-20 | FRIEDMAN STACEY R. | General Counsel | Sale at price 300.27 per share. | 5,468 | $1,641,856 |
| 2026-05-15 | LAKE MARIANNE | Officer | Sale at price 298.36 per share. | 6,427 | $1,917,531 |
| 2026-05-15 | ERDOES MARY E. | Officer | Sale at price 298.36 per share. | 6,648 | $1,983,527 |
| 2026-05-15 | PETNO DOUGLAS B | Officer | Sale at price 300.05 per share. | 5,659 | $1,697,983 |
| 2026-05-15 | BEER LORI A | Chief Technology Officer | Sale at price 300.05 per share. | 3,165 | $949,658 |
| 2026-05-14 | PETNO DOUGLAS B | Officer | Stock Gift at price 0.00 per share. | 135,027 | — |
| 2026-05-05 | BARNUM JEREMY | Chief Financial Officer | Sale at price 309.41 per share. | 3,022 | $935,032 |
| 2026-05-05 | BACON ASHLEY | Officer | Sale at price 309.42 per share. | 4,070 | $1,259,356 |
| 2026-05-05 | PIEPSZAK JENNIFER A | Chief Operating Officer | Sale at price 309.42 per share. | 4,919 | $1,522,037 |
| 2026-04-15 | BARNUM JEREMY | Chief Financial Officer | Sale at price 306.55 per share. | 5,611 | $1,720,064 |
| 2026-04-15 | BACON ASHLEY | Officer | Sale at price 306.55 per share. | 7,558 | $2,316,931 |
| 2026-04-15 | PIEPSZAK JENNIFER A | Chief Operating Officer | Sale at price 306.56 per share. | 9,136 | $2,800,713 |
| 2026-04-15 | LAKE MARIANNE | Officer | Sale at price 306.57 per share. | 6,427 | $1,970,304 |
| 2026-04-15 | ERDOES MARY E. | Officer | Sale at price 306.57 per share. | 12,345 | $3,784,554 |
| 2026-04-15 | PETNO DOUGLAS B | Officer | Sale at price 306.58 per share. | 5,660 | $1,735,219 |
| 2026-04-15 | DIMON JAMES | Chief Executive Officer | Sale at price 306.56 per share. | 130,488 | $40,002,010 |
| 2026-04-15 | BEER LORI A | Chief Technology Officer | Sale at price 306.59 per share. | 3,166 | $970,660 |
| 2026-03-31 | NOVAKOVIC PHEBE N | Director | Stock Award(Grant) at price 294.16 per share. | 135 | $40,000 |
| 2026-03-31 | BURKE STEPHEN B | Director | Stock Award(Grant) at price 294.16 per share. | 191 | $56,250 |
| 2026-03-31 | HOBSON MELLODY L | Director | Stock Award(Grant) at price 294.16 per share. | 152 | $45,000 |
NOVAKOVIC PHEBE N
Director
Stock Award(Grant) at price 327.33 per share.
2026-06-30
122 sh
$40,000
BURKE STEPHEN B
Director
Stock Award(Grant) at price 327.33 per share.
2026-06-30
171 sh
$56,250
HOBSON MELLODY L
Director
Stock Award(Grant) at price 327.33 per share.
2026-06-30
137 sh
$45,000
ROMETTY VIRGINIA M
Director
Stock Award(Grant) at price 327.33 per share.
2026-06-30
122 sh
$40,000
FRIEDMAN STACEY R.
General Counsel
Sale at price 330.73 per share.
2026-06-22
5,467 sh
$1,808,121
FRIEDMAN STACEY R.
General Counsel
Sale at price 300.27 per share.
2026-05-20
5,468 sh
$1,641,856
LAKE MARIANNE
Officer
Sale at price 298.36 per share.
2026-05-15
6,427 sh
$1,917,531
ERDOES MARY E.
Officer
Sale at price 298.36 per share.
2026-05-15
6,648 sh
$1,983,527
PETNO DOUGLAS B
Officer
Sale at price 300.05 per share.
2026-05-15
5,659 sh
$1,697,983
BEER LORI A
Chief Technology Officer
Sale at price 300.05 per share.
2026-05-15
3,165 sh
$949,658
PETNO DOUGLAS B
Officer
Stock Gift at price 0.00 per share.
2026-05-14
135,027 sh
—
BARNUM JEREMY
Chief Financial Officer
Sale at price 309.41 per share.
2026-05-05
3,022 sh
$935,032
BACON ASHLEY
Officer
Sale at price 309.42 per share.
2026-05-05
4,070 sh
$1,259,356
PIEPSZAK JENNIFER A
Chief Operating Officer
Sale at price 309.42 per share.
2026-05-05
4,919 sh
$1,522,037
BARNUM JEREMY
Chief Financial Officer
Sale at price 306.55 per share.
2026-04-15
5,611 sh
$1,720,064
BACON ASHLEY
Officer
Sale at price 306.55 per share.
2026-04-15
7,558 sh
$2,316,931
PIEPSZAK JENNIFER A
Chief Operating Officer
Sale at price 306.56 per share.
2026-04-15
9,136 sh
$2,800,713
LAKE MARIANNE
Officer
Sale at price 306.57 per share.
2026-04-15
6,427 sh
$1,970,304
ERDOES MARY E.
Officer
Sale at price 306.57 per share.
2026-04-15
12,345 sh
$3,784,554
PETNO DOUGLAS B
Officer
Sale at price 306.58 per share.
2026-04-15
5,660 sh
$1,735,219
DIMON JAMES
Chief Executive Officer
Sale at price 306.56 per share.
2026-04-15
130,488 sh
$40,002,010
BEER LORI A
Chief Technology Officer
Sale at price 306.59 per share.
2026-04-15
3,166 sh
$970,660
NOVAKOVIC PHEBE N
Director
Stock Award(Grant) at price 294.16 per share.
2026-03-31
135 sh
$40,000
BURKE STEPHEN B
Director
Stock Award(Grant) at price 294.16 per share.
2026-03-31
191 sh
$56,250
HOBSON MELLODY L
Director
Stock Award(Grant) at price 294.16 per share.
2026-03-31
152 sh
$45,000