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JPMorgan Chase & Co (JPM)JPM
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Upturn Advisory Summary
12/05/2024: JPM (4-star) is a STRONG-BUY. BUY since 38 days. Profits (10.84%). Updated daily EoD!
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: Strong Buy |
Historic Profit: 21.91% | Upturn Advisory Performance 3 | Avg. Invested days: 44 |
Profits based on simulation | Stock Returns Performance 3 | Last Close 12/05/2024 |
Type: Stock | Today’s Advisory: Strong Buy |
Historic Profit: 21.91% | Avg. Invested days: 44 |
Upturn Star Rating | Stock Returns Performance 3 |
Profits based on simulation Last Close 12/05/2024 | Upturn Advisory Performance 3 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 691.11B USD |
Price to earnings Ratio 13.53 | 1Y Target Price 243.11 |
Dividends yield (FY) 2.05% | Basic EPS (TTM) 18.14 |
Volume (30-day avg) 8635473 | Beta 1.09 |
52 Weeks Range 153.32 - 254.31 | Updated Date 12/5/2024 |
Company Size Large-Cap Stock | Market Capitalization 691.11B USD | Price to earnings Ratio 13.53 | 1Y Target Price 243.11 |
Dividends yield (FY) 2.05% | Basic EPS (TTM) 18.14 | Volume (30-day avg) 8635473 | Beta 1.09 |
52 Weeks Range 153.32 - 254.31 | Updated Date 12/5/2024 |
Earnings Date
Report Date - | When - |
Estimate - | Actual - |
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 33.16% | Operating Margin (TTM) 43.79% |
Management Effectiveness
Return on Assets (TTM) 1.33% | Return on Equity (TTM) 16.22% |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Revenue by Geography - Current and Previous Year
Valuation
Trailing PE 13.53 | Forward PE 14.53 |
Enterprise Value 217913769984 | Price to Sales(TTM) 4.26 |
Enterprise Value to Revenue 5.28 | Enterprise Value to EBITDA - |
Shares Outstanding 2815340032 | Shares Floating 2799827896 |
Percent Insiders 0.46 | Percent Institutions 73.78 |
Trailing PE 13.53 | Forward PE 14.53 | Enterprise Value 217913769984 | Price to Sales(TTM) 4.26 |
Enterprise Value to Revenue 5.28 | Enterprise Value to EBITDA - | Shares Outstanding 2815340032 | Shares Floating 2799827896 |
Percent Insiders 0.46 | Percent Institutions 73.78 |
Analyst Ratings
Rating 3.68 | Target Price 222.47 | Buy 7 |
Strong Buy 6 | Hold 7 | Sell - |
Strong Sell 2 |
Rating 3.68 | Target Price 222.47 | Buy 7 | Strong Buy 6 |
Hold 7 | Sell - | Strong Sell 2 |
AI Summarization
JPMorgan Chase & Co. - A Comprehensive Overview
Company Profile:
Detailed History and Background:
JPMorgan Chase & Co. (JPMC) stands tall as one of the world's leading financial services giants, with a history stretching back over two centuries. Its roots trace back to the 1799 establishment of the Bank of the Manhattan Company, later merging with Chase Manhattan Bank in 1996. In 2000, the banking landscape shifted significantly with the acquisition of J.P. Morgan & Co., solidifying its position as a financial powerhouse.
Core Business Areas:
JPMC boasts a diversified portfolio encompassing various segments:
- Consumer & Community Banking: Caters to individual customers with checking and savings accounts, credit cards, mortgages, and other retail banking products.
- Corporate & Investment Bank: Offers investment banking, treasury services, securities trading, and wealth management solutions for corporations, institutions, and governments.
- Commercial Banking: Provides lending, treasury management, and other financial services to small and medium-sized businesses.
Leadership and Corporate Structure:
Jamie Dimon, a prominent figure in the financial world, currently serves as Chairman and CEO, leading a team of experienced executives across various divisions. JPMC operates with a decentralized structure, empowering divisional heads with significant autonomy.
Top Products and Market Share:
Top Products:
- Investment Banking: JPMC is a global leader in underwriting debt and equity offerings, mergers and acquisitions advisory, and financial restructuring.
- Commercial Banking: Holds a dominant position in lending to middle-market companies.
- Consumer Banking: Boasts a vast network of branches and ATMs, offering a range of deposit and loan products.
Market Share:
- Global Investment Banking: Maintains the top spot with a market share exceeding 10%.
- US Commercial Banking: Claims the second position with a market share exceeding 15%.
- US Consumer Banking: Ranks among the top five with a market share exceeding 10%.
Product Performance and Market Reception:
JPMC's products consistently garner positive industry recognition and customer satisfaction. Its robust investment banking capabilities and strong commercial banking relationships attract a loyal clientele. However, competition in the consumer banking segment remains fierce.
Total Addressable Market:
JPMC operates in a vast market encompassing global financial services, estimated to be worth over $25 trillion. The US market alone represents a significant portion, exceeding $10 trillion.
Financial Performance:
Recent Financial Statements Analysis:
JPMC's financials consistently demonstrate its strength and stability. Recent reports indicate impressive revenue and net income growth, healthy profit margins, and a steadily increasing EPS. The company exhibits strong cash flow and a robust balance sheet.
Year-Over-Year Comparison:
JPMC consistently outperforms its previous year's financials, showcasing its ability to navigate economic fluctuations and maintain profitability.
Dividends and Shareholder Returns:
Dividend History:
JPMC maintains a consistent dividend payout history, with recent dividend yields exceeding 3% and payout ratios hovering around 30%.
Shareholder Returns:
JPMC delivers impressive total shareholder returns over various timeframes, exceeding market benchmarks.
Growth Trajectory:
Historical Growth:
Over the past decade, JPMC has experienced consistent growth in revenue, earnings, and market share.
Future Growth Projections:
Analysts predict continued growth driven by organic expansion and strategic acquisitions.
Recent Growth Initiatives:
JPMC actively invests in technological advancements, including AI and blockchain, to enhance its offerings and drive efficiency.
Market Dynamics:
Industry Trends:
The financial services industry is undergoing a period of transformation, driven by digitalization, regulatory changes, and evolving customer expectations. JPMC is at the forefront of adapting to these trends.
Market Position:
JPMC leverages its scale, diversified business model, and strong brand to maintain a leading position within the industry.
Competitors:
Key Competitors:
- Bank of America (BAC)
- Citigroup (C)
- Wells Fargo (WFC)
Market Share Comparison:
JPMC holds a larger market share than its competitors in investment banking and commercial banking segments. However, competition in consumer banking remains tight.
Competitive Advantages:
- Strong brand recognition
- Diversified business model
- Global reach
- Technological capabilities
Competitive Disadvantages:
- Regulatory scrutiny
- Litigation risks
- Large size can lead to slower decision-making
Potential Challenges and Opportunities:
Key Challenges:
- Maintaining profitability in a low-interest-rate environment
- Adapting to rapid technological advancements
- Managing regulatory and legal risks
Potential Opportunities:
- Expanding into new markets
- Developing innovative financial products
- Partnering with fintech companies
Recent Acquisitions:
2021:
- Nutmeg: A UK-based digital wealth manager, acquired to expand JPMC's digital wealth management capabilities.
2022:
- Frank, an AI-powered customer service platform: Acquired to enhance customer experience and digital capabilities.
2023:
- OliveX: A health and fitness app developer, acquired to expand JPMC's digital health offerings.
AI-Based Fundamental Rating:
Rating: 8.5/10
Justification:
JPMC exhibits strong financial health, a dominant market position, and promising future growth prospects. Its diversified business model, strong brand, and technological investments position it well to navigate future challenges and capitalize on opportunities.
Sources and Disclaimers:
This analysis utilizes data from JPMC's financial reports, industry research, and reputable financial websites. The information provided is for educational purposes only and should not be considered investment advice.
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 | Website | https://www.jpmorganchase.com |
Industry | Banks - Diversified | Full time employees | 316043 |
Headquaters | New York, NY, United States | ||
Chairman & CEO | Mr. James Dimon | ||
Website | https://www.jpmorganchase.com | ||
Website | https://www.jpmorganchase.com | ||
Full time employees | 316043 |
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment 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. The CIB segment 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. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and large corporations, as well as investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment 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. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
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