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Upturn AI SWOT - About
JPM 
JPMorgan Chase & Co (JPM)
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Upturn Advisory Summary
08/14/2025: JPM (3-star) is a REGULAR-BUY. BUY since 70 days. Profits (18.58%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
25 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $305.81
1 Year Target Price $305.81
| 8 | Strong Buy |
| 7 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 48.53% | Avg. Invested days 50 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 798.77B USD | Price to earnings Ratio 14.9 | 1Y Target Price 305.81 |
Price to earnings Ratio 14.9 | 1Y Target Price 305.81 | ||
Volume (30-day avg) 25 | Beta 1.11 | 52 Weeks Range 196.20 - 301.29 | Updated Date 08/15/2025 |
52 Weeks Range 196.20 - 301.29 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 1.80% | Basic EPS (TTM) 19.5 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 34.52% | Operating Margin (TTM) 43.75% |
Management Effectiveness
Return on Assets (TTM) 1.3% | Return on Equity (TTM) 16.21% |
Valuation
Trailing PE 14.9 | Forward PE 15.7 | Enterprise Value 456864595968 | Price to Sales(TTM) 4.88 |
Enterprise Value 456864595968 | Price to Sales(TTM) 4.88 | ||
Enterprise Value to Revenue 6.23 | Enterprise Value to EBITDA - | Shares Outstanding 2749750016 | Shares Floating 2735317646 |
Shares Outstanding 2749750016 | Shares Floating 2735317646 | ||
Percent Insiders 0.47 | Percent Institutions 74.63 |
Upturn AI SWOT
JPMorgan Chase & Co
Company Overview
History and Background
JPMorgan Chase & Co. traces its roots to 1799. It was formed through the merger of several major banking corporations, including J.P. Morgan & Co., Chase Manhattan Bank, and Bank One Corporation. Over time, it has grown to become a leading global financial services firm.
Core Business Areas
- Consumer & Community Banking (CCB): Provides a broad range of financial services to consumers and small businesses, including banking, credit cards, mortgages, and auto loans.
- Corporate & Investment Bank (CIB): Offers investment banking, capital markets, prime brokerage, and treasury services to corporations, institutional investors, and government entities.
- Asset & Wealth Management (AWM): Delivers investment management and wealth management services to individuals, advisors, and institutions.
- Commercial Banking (CB): Provides financial solutions to businesses, including lending, treasury services, and investment banking.
Leadership and Structure
Jamie Dimon serves as Chairman and CEO. The company operates under a committee-based organizational structure, with distinct business segments led by individual CEOs.
Top Products and Market Share
Key Offerings
- Credit Cards: Chase offers a wide variety of credit cards, including rewards, cash back, and travel cards. Competitors include American Express, Capital One, and Citi. They hold a leading market share in the US credit card market, estimated around 15-20% based on outstanding balances.
- Market Share (%): 20
- Investment Banking: JPMorgan Chase provides comprehensive investment banking services, including mergers and acquisitions advisory, underwriting, and capital markets solutions. Competitors include Goldman Sachs, Morgan Stanley, and Bank of America. JPM consistently ranks among the top investment banks globally by revenue.
- Market Share (%): 15
- Market Share (%): 10
- Retail Banking: Chase provides retail banking services including checking, savings, and CDs. Competitors are Bank of America, Wells Fargo, and Citibank. It is among the largest retail banks in the US by deposit volume.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and heavily regulated. It is impacted by factors like interest rates, economic growth, and regulatory changes. Fintech companies are also disrupting the market.
Positioning
JPMorgan Chase is a dominant player in the financial services industry, leveraging its size, global reach, and diversified business model. It benefits from a strong brand reputation and a vast network of clients and customers.
Total Addressable Market (TAM)
The global financial services market is estimated at trillions of dollars. JPM's position within this TAM is very strong, with significant presence in many sub-sectors.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Diversified business model
- Strong capital base
- Extensive branch network
- Leading market positions in key segments
Weaknesses
- Regulatory scrutiny
- Exposure to economic cycles
- Operational risks
- Potential for reputational damage
- Vulnerability to cybersecurity threats
Opportunities
- Expansion into new markets
- Growth in wealth management
- Adoption of digital technologies
- Strategic acquisitions
- Increased demand for financial services in emerging markets
Threats
- Increased competition from fintech companies
- Rising interest rates
- Economic recession
- Geopolitical instability
- Changes in regulatory environment
Competitors and Market Share
Key Competitors
- BAC
- WFC
- MS
- GS
- C
Competitive Landscape
JPMorgan Chase's competitive advantages include its global reach, diversified business model, and strong brand reputation. Disadvantages may include its size, which can slow down decision-making.
Major Acquisitions
WePay
- Year: 2017
- Acquisition Price (USD millions): 400
- Strategic Rationale: Expand payment processing capabilities for small businesses.
Growth Trajectory and Initiatives
Historical Growth: JPMorgan Chase has historically grown through organic expansion and strategic acquisitions.
Future Projections: Analyst estimates vary. Consult financial news outlets for detailed growth projections.
Recent Initiatives: Recent initiatives include investments in digital technologies and expansion into new geographic markets.
Summary
JPMorgan Chase is a financial powerhouse with a strong brand and diversified business. Its size allows it to compete effectively across many sectors, but also brings regulatory scrutiny. Future performance depends on adapting to tech disruption and managing economic cycles. Growth prospects remain strong with ongoing investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Outlets (e.g., Reuters, Bloomberg, Wall Street Journal)
- Market Research Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Financial data may be outdated, and it is advised to consult with a qualified financial advisor before making any investment decisions.
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 & Co
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1978-10-06 | Chairman & CEO Mr. James Dimon | ||
Sector Financial Services | Industry Banks - Diversified | Full time employees 317160 | Website https://www.jpmorganchase.com |
Full time employees 317160 | Website https://www.jpmorganchase.com | ||
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; and cash and derivative instruments, risk management solutions, prime brokerage, and research, as well as offers securities services, including custody, fund services, liquidity, and trading services, and data solutions products. In addition, the company provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and municipalities, as well as commercial real estate clients. Further, it offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products to high net worth clients. The company was founded in 1799 and is headquartered in New York, New York.
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