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Upturn AI SWOT - About
JPM 
JPMorgan Chase & Co (JPM)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/17/2025: JPM (4-star) is a SELL. SELL since 1 days. Simulated Profits (20.54%). 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
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $325
1 Year Target Price $325
| 8 | Strong Buy |
| 7 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 50.99% | Avg. Invested days 55 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 812.69B USD | Price to earnings Ratio 14.73 | 1Y Target Price 325 |
Price to earnings Ratio 14.73 | 1Y Target Price 325 | ||
Volume (30-day avg) 25 | Beta 1.13 | 52 Weeks Range 200.22 - 316.47 | Updated Date 10/17/2025 |
52 Weeks Range 200.22 - 316.47 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 1.86% | Basic EPS (TTM) 20.2 |
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 2025-10-14 | When Before Market | Estimate 4.87 | Actual 5.07 |
Profitability
Profit Margin 34.72% | Operating Margin (TTM) 43.71% |
Management Effectiveness
Return on Assets (TTM) 1.32% | Return on Equity (TTM) 16.44% |
Valuation
Trailing PE 14.73 | Forward PE 15.15 | Enterprise Value 286796840960 | Price to Sales(TTM) 4.86 |
Enterprise Value 286796840960 | Price to Sales(TTM) 4.86 | ||
Enterprise Value to Revenue 6.44 | Enterprise Value to EBITDA - | Shares Outstanding 2722200000 | Shares Floating 2707663452 |
Shares Outstanding 2722200000 | Shares Floating 2707663452 | ||
Percent Insiders 0.47 | Percent Institutions 74.45 |
Upturn AI SWOT
JPMorgan Chase & Co
Company Overview
History and Background
JPMorgan Chase & Co. was founded in 2000 through the merger of J.P. Morgan & Co. and Chase Manhattan Corporation. Its roots trace back to 1799. It has grown through acquisitions and organic expansion to become a global financial services leader.
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, capital markets, treasury services, and wholesale payments solutions to corporations, institutions, and governments.
- Asset & Wealth Management (AWM): Provides investment management, wealth management, and private banking services to institutions and high-net-worth individuals.
- Commercial Banking (CB): Offers financial solutions including lending, treasury, and investment banking services to middle market companies and municipalities.
Leadership and Structure
Jamie Dimon is the Chairman and CEO. The company operates with a decentralized structure across its four main lines of business, overseen by a corporate executive team.
Top Products and Market Share
Key Offerings
- Credit Cards: JPMorgan Chase is a major credit card issuer, offering a wide range of consumer and business cards. They hold a significant market share in the US credit card market (approx. 11%), competing with American Express (AXP), Capital One (COF) and Bank of America (BAC).
- Market Share (%): 11
- Investment Banking: JPMorgan Chase's investment bank provides advisory services, underwriting, and trading services to corporations and institutions. They consistently rank among the top investment banks globally. Competitors include Goldman Sachs (GS), Morgan Stanley (MS) and Citigroup (C).
- Market Share (%): 9.5
- Commercial Lending: JPMorgan Chase offers commercial lending solutions to businesses of all sizes. Competitors include Bank of America (BAC), Wells Fargo (WFC) and U.S. Bancorp (USB).
- Market Share (%): 7.4
- Asset Management: Offers investment products and services to individuals and institutions worldwide. Competitors include BlackRock (BLK), Vanguard and State Street (STT)
- Market Share (%): 3.2
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes, technological advancements, and economic cycles.
Positioning
JPMorgan Chase is a leading global financial services firm, known for its size, scale, and diversified business model. Its competitive advantages include its strong brand, global reach, and risk management capabilities.
Total Addressable Market (TAM)
The TAM is estimated to be in the trillions of dollars globally. JPM is positioned as a major player in multiple facets of this TAM. The market is driven by global economic growth, increasing demand for financial services, and technological innovation.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified business model
- Global reach
- Robust risk management
- Large capital base
Weaknesses
- Exposure to regulatory scrutiny
- Operational risk
- High operating expenses
- Dependence on economic conditions
- Potential for reputational damage
Opportunities
- Expansion into new markets
- Increased digitalization of financial services
- Growing demand for wealth management
- Strategic acquisitions
- Developing new financial products
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Cybersecurity threats
- Rising interest rates
Competitors and Market Share
Key Competitors
- BAC
- WFC
- CITI
- GS
- MS
Competitive Landscape
JPMorgan Chase benefits from its size and scope. However, it must innovate to keep its competitive edge.
Major Acquisitions
Frank Crumit Insurance Agency, Inc
- Year: 2023
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expands client base and market presence in the insurance sector; complements existing capabilities.
Aumni Inc.
- Year: 2022
- Acquisition Price (USD millions): 150
- Strategic Rationale: Enhanced data capabilities and insights for venture capital investment management; expands digital assets.
Growth Trajectory and Initiatives
Historical Growth: JPMorgan Chase has experienced steady growth in revenue and earnings over the past decade, driven by both organic growth and acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by expansion into new markets and the digitalization of financial services. Expected to grow between 5-8% annually over the next 5 years.
Recent Initiatives: Recent initiatives include investing in technology, expanding its presence in emerging markets, and focusing on sustainable finance.
Summary
JPMorgan Chase is a strong and diversified financial institution with a leading market position and a proven track record of growth. Its diversified business model and strong risk management capabilities provide stability and resilience. While regulatory scrutiny and economic cycles pose risks, its investments in technology and expansion into new markets position it well for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Chase Investor Relations
- SEC Filings
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance may change.
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 318153 | Website https://www.jpmorganchase.com |
Full time employees 318153 | 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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