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JPMorgan Chase Financial Company LLC (AMJB)
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Upturn Advisory Summary
11/28/2025: AMJB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -12.16% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.42 - 32.55 | Updated Date 06/30/2025 |
52 Weeks Range 25.42 - 32.55 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan Chase Financial Company LLC
ETF Overview
Overview
JPMorgan Chase Financial Company LLC is not an ETF. It is a financial institution. As such, it does not have a primary focus, target sector, asset allocation, or investment strategy in the way an ETF would.
Reputation and Reliability
JPMorgan Chase is a reputable and reliable financial institution with a long track record.
Management Expertise
JPMorgan Chase has a highly experienced and qualified management team.
Investment Objective
Goal
Not applicable, as JPMorgan Chase Financial Company LLC is not an ETF.
Investment Approach and Strategy
Strategy: Not applicable.
Composition Not applicable.
Market Position
Market Share: Not applicable. JPMorgan Chase Financial Company LLC is a financial institution, not an ETF.
Total Net Assets (AUM): While JPMorgan Chase has AUM, this metric is not applicable to JPMorgan Chase Financial Company LLC in the same way it would be for an ETF. JPMorgan Chase's total assets under management (AUM) is significant (in trillions of dollars). This figure represents the total value of assets managed across all of JPMorgan Chase's various investment products and services.
Competitors
Key Competitors
Competitive Landscape
Not applicable for JPMorgan Chase Financial Company LLC as it is not an ETF.
Financial Performance
Historical Performance: Not applicable for JPMorgan Chase Financial Company LLC as it is not an ETF.
Benchmark Comparison: Not applicable.
Expense Ratio: Not applicable.
Liquidity
Average Trading Volume
Not applicable.
Bid-Ask Spread
Not applicable.
Market Dynamics
Market Environment Factors
Not applicable.
Growth Trajectory
Not applicable.
Moat and Competitive Advantages
Competitive Edge
JPMorgan Chase Financial Company LLC leverages the brand recognition and financial strength of JPMorgan Chase & Co. It benefits from a diverse range of financial services offerings. Its scale allows for efficient operations. Strong client relationships and global reach contribute to its competitive advantage. These factors combine to give JPMorgan Chase a robust position in the financial industry.
Risk Analysis
Volatility
Not applicable.
Market Risk
JPMorgan Chase Financial Company LLC is exposed to various market risks, including interest rate risk, credit risk, and liquidity risk, inherent in the financial industry. These risks are actively managed as part of its overall risk management framework.
Investor Profile
Ideal Investor Profile
Not applicable.
Market Risk
Not applicable.
Summary
JPMorgan Chase Financial Company LLC is not an ETF but a part of the larger JPMorgan Chase & Co. financial institution. It benefits from the strong brand and resources of its parent company. As a financial entity, it is subject to standard market and financial risks and regulations. Investors should understand the nature of JPMorgan Chase and its different components before considering any investment opportunities. JPMorgan Chase's wide scope and large scale define its presence in the global finance market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- JPMorgan Chase & Co. Investor Relations Website
- Publicly available financial reports and filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan Chase Financial Company LLC
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the composite performance of MLPs that earn the majority of their cash flows from qualified activities involving energy commodities, which are referred to as index components, using a capped, float-adjusted, capitalization-weighted methodology. Qualified activities include compression, gathering and processing, liquefaction, marketing, pipeline transportation, rail terminating and storage of energy commodities.
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