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Upturn AI SWOT - About
JPM 
JPMorgan Chase & Co (JPM)
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Upturn Advisory Summary
09/15/2025: JPM (4-star) is a STRONG-BUY. BUY since 91 days. Simulated Profits (24.53%). 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 $306.17
1 Year Target Price $306.17
| 8 | Strong Buy |
| 7 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 55.97% | Avg. Invested days 53 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 849.40B USD | Price to earnings Ratio 15.74 | 1Y Target Price 306.17 |
Price to earnings Ratio 15.74 | 1Y Target Price 306.17 | ||
Volume (30-day avg) 25 | Beta 1.13 | 52 Weeks Range 199.85 - 309.94 | Updated Date 09/15/2025 |
52 Weeks Range 199.85 - 309.94 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 1.73% | Basic EPS (TTM) 19.62 |
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 15.74 | Forward PE 15.17 | Enterprise Value 497395957760 | Price to Sales(TTM) 5.19 |
Enterprise Value 497395957760 | Price to Sales(TTM) 5.19 | ||
Enterprise Value to Revenue 6.43 | Enterprise Value to EBITDA - | Shares Outstanding 2749750016 | Shares Floating 2735235154 |
Shares Outstanding 2749750016 | Shares Floating 2735235154 | ||
Percent Insiders 0.47 | Percent Institutions 74.49 |
Upturn AI SWOT
JPMorgan Chase & Co
Company Overview
History and Background
JPMorgan Chase & Co. traces its roots back to 1799, officially formed in 2000 through the merger of Chase Manhattan Corporation and J.P. Morgan & Co. Significant milestones include navigating numerous financial crises and expanding into diverse financial services.
Core Business Areas
- Corporate & Investment Bank: Provides investment banking, market-making, prime brokerage, and treasury and securities services to corporations, institutional investors, and governments.
- Consumer & Community Banking: Offers a wide range of financial products and services to consumers and small businesses, including banking, mortgages, auto finance, and credit cards.
- Asset & Wealth Management: Provides investment management, wealth management, and private banking services to institutions, high-net-worth individuals, and retail investors.
Leadership and Structure
Jamie Dimon serves as Chairman and CEO. The company operates with a hierarchical structure, with executive leadership overseeing each major business segment.
Top Products and Market Share
Key Offerings
- Credit Cards: Offers a wide range of credit cards, including co-branded cards with airlines and retailers. Market share is significant, competing with American Express, Capital One, and Bank of America. Chase has 113.4 million active credit cards as of December 31, 2023, according to its Q4 2023 earnings release.
- Investment Banking: Provides advisory services for mergers and acquisitions, underwriting for debt and equity offerings. A leading player in global investment banking, competing with Goldman Sachs, Morgan Stanley, and Bank of America. JPMorgan Chase consistently ranks among the top investment banks globally based on deal volume.
- Commercial Banking: Provides financing, treasury services, and other banking products to middle-market companies and large corporations. Competitors include Bank of America, Wells Fargo and Citigroup.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory scrutiny. Trends include increasing digitization, rising interest rates, and consolidation through mergers and acquisitions.
Positioning
JPMorgan Chase & Co. is a leading global financial institution with a strong brand reputation, a diversified business model, and a large customer base. It benefits from its scale and global reach.
Total Addressable Market (TAM)
The global financial services market is estimated to be worth trillions of dollars. JPMorgan Chase & Co. is positioned to capture a significant portion of this TAM through its diverse offerings and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified business model
- Large customer base
- Global reach
- Strong capital position
Weaknesses
- Regulatory scrutiny
- Exposure to economic cycles
- Complexity of operations
- Cybersecurity risks
Opportunities
- Expansion into new markets
- Growth in digital banking
- Increased demand for wealth management services
- Strategic acquisitions
Threats
- Increased competition
- Rising interest rates
- Economic downturn
- Geopolitical instability
Competitors and Market Share
Key Competitors
- BAC
- WFC
- CITI
- GS
- MS
Competitive Landscape
JPMorgan Chase & Co. benefits from its global scale, diversified business model, and strong capital position. Competitors include other large financial institutions, regional banks, and fintech companies.
Major Acquisitions
Frank Funds
- Year: 2021
- Acquisition Price (USD millions): 175
- Strategic Rationale: Acquired Frank to enhance its offerings for students and families and to improve financial health.
Growth Trajectory and Initiatives
Historical Growth: JPMorgan Chase & Co. 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 favorable economic conditions and continued expansion into new markets.
Recent Initiatives: Recent initiatives include investments in digital banking, expansion of wealth management services, and strategic acquisitions to enhance its product offerings.
Summary
JPMorgan Chase is a strong, diversified financial institution with a global presence. Its strengths include its brand, scale, and capital base. However, it faces regulatory challenges, competition, and macroeconomic risks. The company's focus on innovation and strategic acquisitions positions it well for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Chase & Co. Annual Reports
- SEC Filings
- Analyst Reports
- Industry Publications
- Company Press Releases
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data and financial metrics are subject to change. Past performance is not indicative of future results.
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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