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Upturn AI SWOT - About
JPM 
JPMorgan Chase & Co (JPM)
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Upturn Advisory Summary
06/30/2025: JPM (4-star) is a STRONG-BUY. BUY since 38 days. Profits (16.31%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
25 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $272.1
1 Year Target Price $272.1
| 8 | Strong Buy |
| 7 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 45.67% | Avg. Invested days 46 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 805.69B USD | Price to earnings Ratio 14.23 | 1Y Target Price 272.1 |
Price to earnings Ratio 14.23 | 1Y Target Price 272.1 | ||
Volume (30-day avg) 25 | Beta 1.08 | 52 Weeks Range 187.61 - 292.65 | Updated Date 06/30/2025 |
52 Weeks Range 187.61 - 292.65 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 1.95% | Basic EPS (TTM) 20.38 |
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 35.38% | Operating Margin (TTM) 43.34% |
Management Effectiveness
Return on Assets (TTM) 1.41% | Return on Equity (TTM) 17.35% |
Valuation
Trailing PE 14.23 | Forward PE 15.6 | Enterprise Value 423310295040 | Price to Sales(TTM) 4.78 |
Enterprise Value 423310295040 | Price to Sales(TTM) 4.78 | ||
Enterprise Value to Revenue 6.08 | Enterprise Value to EBITDA - | Shares Outstanding 2779089920 | Shares Floating 2764643197 |
Shares Outstanding 2779089920 | Shares Floating 2764643197 | ||
Percent Insiders 0.46 | Percent Institutions 74.09 |
Analyst Ratings
Rating 5 | Target Price 272.1 | Buy 7 | Strong Buy 8 |
Buy 7 | Strong Buy 8 | ||
Hold 9 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
JPMorgan Chase & Co
Company Overview
History and Background
JPMorgan Chase & Co. traces its roots back to 1799. Through numerous mergers and acquisitions, including Chase Manhattan Bank, J.P. Morgan & Co., and Bank One, it evolved into the global financial institution it is today.
Core Business Areas
- Consumer & Community Banking (CCB): Provides financial services to consumers and small businesses, including banking, lending, and investment products.
- Corporate & Investment Bank (CIB): Offers investment banking, trading, and financial services to corporations, institutional investors, and governments.
- Asset & Wealth Management (AWM): Provides investment management and wealth management services to institutions and high-net-worth individuals.
- Commercial Banking (CB): Offers financial solutions, including lending, treasury services, and investment banking to mid-sized and large corporations.
Leadership and Structure
Jamie Dimon is the Chairman and CEO. The company operates with a hierarchical structure, divided into the aforementioned business segments, each led by a senior executive team.
Top Products and Market Share
Key Offerings
- Credit Cards: JPMorgan Chase is a major credit card issuer with a significant market share. Competitors include American Express, Capital One, and Citi. Reported card sales volume in 2023 were $1.1 trillion. Chase is the second largest player with 11.4% market share.
- Investment Banking: JPMorgan Chase is a leading global investment bank, advising on M&A, underwriting securities, and providing other financial services. Competitors include Goldman Sachs, Morgan Stanley, and Bank of America. Ranked 1st globally for investment banking revenue in 2023.
- Asset Management: Offers a broad range of investment products and services to institutions and individuals. Competitors include BlackRock, Vanguard, and Fidelity. $3.1 trillion in AUM as of Q4 2023.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and regulated, facing challenges from fintech disruption, economic uncertainty, and changing consumer preferences.
Positioning
JPMorgan Chase is a global leader in financial services, benefiting from its scale, diversified business model, and strong brand reputation.
Total Addressable Market (TAM)
The global financial services market is estimated at trillions of dollars. JPM is positioned to capture a significant portion of this TAM with its diverse offerings and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified business model
- Global presence
- Significant capital base
- Experienced leadership
Weaknesses
- Regulatory scrutiny
- Exposure to economic cycles
- Operational risk
- Potential for reputational damage
Opportunities
- Expansion into new markets
- Growth in wealth management
- Digital transformation
- Strategic acquisitions
- Increased demand for financial services in emerging economies
Threats
- Increased competition from fintech companies
- Economic downturn
- Changes in regulation
- Cybersecurity threats
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BAC
- WFC
- GS
- MS
- C
Competitive Landscape
JPMorgan Chase benefits from scale, a diverse business model, and strong brand recognition. However, it faces competition from other large banks, investment firms, and fintech companies.
Major Acquisitions
Aumni
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded data and analytics capabilities within asset and wealth management
Growth Trajectory and Initiatives
Historical Growth: JPMorgan Chase has demonstrated consistent growth in revenue and earnings over the past decade, driven by organic growth and strategic acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by expansion in key markets and new product offerings.
Recent Initiatives: Recent initiatives include investments in digital technology, expansion of wealth management services, and strategic acquisitions to enhance its business.
Summary
JPMorgan Chase exhibits remarkable strength, underscored by its diverse revenue streams, robust balance sheet, and strategic acquisitions that enhance its core business functions. The company is also able to navigate the evolving financial landscape through digital transformation while benefiting from its strong position in Investment Banking and Asset Management. While macroeconomic headwinds and regulatory scrutiny pose ongoing challenges, JPMorgan Chase's consistent performance and strategic initiatives position it for continued growth. Investors should monitor competitive pressures and regulatory changes, but overall, JPMorgan Chase presents a solid financial profile.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Chase Investor Relations
- SEC Filings
- MarketWatch
- Yahoo Finance
- Company Presentations
- Industry Research Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Investing in the stock market involves risk, and you could lose money.
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 318477 | Website https://www.jpmorganchase.com |
Full time employees 318477 | 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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