JPM
JPMorgan Chase & Co. NYSE Listed Mar 17, 1980$325.22
-2.47%
vs $333.46
Mkt Cap $908.6B
52w Low $273.96
84.5% of range
52w High $334.61
50d MA $308.86
200d MA $307.10
P/E (TTM)
16.2x
EV/EBITDA
-1.7x
P/B
2.5x
Debt/Equity
2.6x
ROE
15.7%
P/FCF
9.0x
RSI (14)
71.50
ATR (14)
$6.83
Beta
1.04
50d MA
$308.86
200d MA
$307.10
Avg Volume
9.3M
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 s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; 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 business, large and midsized companies, local governments, and nonprofit clients; and commercial real estate banking services to 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, trusts and estates, loans, mortgages, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
270 Park Avenue · New York City, NY 10017 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 14, 2026 | AMC | 5.47 | 5.94 | +8.6% | 311.12 | +0.9% | -1.7% | +1.3% | +0.1% | +2.2% | -1.3% | — |
| Jan 13, 2026 | AMC | 4.85 | 4.63 | -4.5% | 310.90 | -0.9% | -1.0% | +0.5% | +1.0% | -3.1% | -0.2% | — |
| Oct 14, 2025 | AMC | 4.85 | 5.07 | +4.5% | 302.08 | +1.4% | +1.2% | -2.3% | -0.3% | +1.6% | -1.7% | — |
| Jul 15, 2025 | AMC | 4.48 | 4.96 | +10.7% | 286.55 | +0.6% | -0.3% | +1.4% | +0.5% | -0.1% | +0.2% | — |
| Apr 11, 2025 | AMC | 4.63 | 5.07 | +9.5% | 236.20 | +0.4% | -0.6% | -0.7% | -1.5% | +1.0% | -1.3% | — |
| Feb 14, 2025 | AMC | 4.09 | 4.81 | +17.6% | 276.59 | +0.1% | +1.2% | -0.3% | -4.5% | -1.0% | -1.1% | — |
| Oct 11, 2024 | AMC | 3.99 | 4.37 | +9.5% | 222.29 | +0.4% | -0.4% | +0.4% | +0.6% | +0.3% | +0.4% | — |
| Jul 12, 2024 | AMC | 5.88 | 4.40 | -25.2% | 204.94 | +1.1% | +2.5% | +1.7% | +1.5% | -3.2% | -0.1% | — |
| Apr 12, 2024 | AMC | 4.17 | 4.63 | +11.0% | 182.79 | +0.9% | +0.1% | -1.1% | -0.4% | +0.6% | +2.5% | — |
| Jan 12, 2024 | AMC | 3.73 | 3.97 | +6.4% | 169.05 | -2.5% | -0.6% | -0.5% | +0.2% | +1.7% | -0.1% | — |
| Oct 13, 2023 | AMC | 3.89 | 4.33 | +11.3% | 148.00 | +1.0% | -0.1% | -0.2% | -1.1% | -0.4% | -1.6% | — |
| Jul 14, 2023 | AMC | 3.62 | 4.37 | +20.7% | 149.77 | +0.4% | +2.4% | +0.2% | +0.4% | +1.2% | -0.8% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 17 | Evercore ISI | Maintains | Outperform → Outperform | — | $309.95 | $312.47 | +0.8% | +0.1% | +2.2% | -1.3% | +0.0% | -0.4% |
| Apr 15 | Truist | Maintains | Hold → Hold | — | $311.12 | $313.95 | +0.9% | -1.7% | +1.3% | +0.1% | +2.2% | -1.3% |
| Apr 6 | Evercore ISI | Maintains | Outperform → Outperform | — | $294.60 | $294.06 | -0.2% | +0.3% | +0.7% | +3.6% | +0.8% | -0.1% |
| Mar 30 | Piper Sandler | Reiterates | Overweight → Overweight | — | $282.84 | $284.74 | +0.7% | +0.3% | +3.7% | +0.4% | -0.3% | +0.3% |
| Mar 30 | Piper Sandler | Maintains | Overweight → Overweight | — | $282.84 | $284.74 | +0.7% | +0.3% | +3.7% | +0.4% | -0.3% | +0.3% |
| Mar 26 | Jefferies | Initiates | Hold | — | $295.42 | $292.58 | -1.0% | -1.3% | -3.0% | +0.3% | +3.7% | +0.4% |
| Feb 17 | Wells Fargo | Maintains | Overweight → Overweight | — | $302.55 | $302.76 | +0.1% | +1.5% | +0.5% | -0.2% | +0.9% | -4.2% |
| Jan 22 | Freedom Broker | Maintains | Hold → Hold | — | $302.04 | $304.86 | +0.9% | +0.5% | -1.9% | +1.1% | -0.2% | +0.2% |
| Jan 14 | CICC | Initiates | Outperform | — | $310.90 | $308.20 | -0.9% | -1.0% | +0.5% | +1.0% | -3.1% | -0.2% |
| Jan 6 | Truist | Maintains | Hold → Hold | — | $334.04 | $332.62 | -0.4% | +0.2% | -2.3% | +0.9% | -0.2% | -1.4% |
| Jan 5 | Barclays | Maintains | Overweight → Overweight | — | $325.48 | $325.50 | +0.0% | +2.6% | +0.2% | -2.3% | +0.9% | -0.2% |
| Dec 18 | Truist | Maintains | Hold → Hold | — | $314.98 | $316.00 | +0.3% | -0.6% | +1.3% | +1.9% | +0.9% | +1.0% |
| Dec 17 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $315.55 | $318.43 | +0.9% | -0.2% | -0.6% | +1.3% | +1.9% | +0.9% |
| Nov 3 | Wells Fargo | Maintains | Overweight → Overweight | — | $311.12 | $311.00 | -0.0% | -0.6% | -0.0% | +0.8% | +0.6% | +0.3% |
| Oct 23 | Freedom Broker | Maintains | Hold → Hold | — | $294.11 | $294.38 | +0.1% | +0.1% | +2.0% | +1.2% | +0.4% | +0.0% |
| Oct 15 | Barclays | Maintains | Overweight → Overweight | — | $302.08 | $306.39 | +1.4% | +1.2% | -2.3% | -0.3% | +1.6% | -1.7% |
| Oct 15 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $302.08 | $306.39 | +1.4% | +1.2% | -2.3% | -0.3% | +1.6% | -1.7% |
| Oct 7 | UBS | Maintains | Buy → Buy | — | $309.18 | $309.35 | +0.1% | -0.5% | -1.2% | +0.5% | -1.5% | +2.4% |
| Sep 30 | Evercore ISI | Maintains | Outperform → Outperform | — | $315.69 | $316.25 | +0.2% | -0.1% | -1.5% | -1.0% | +0.8% | -0.3% |
| Sep 29 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $316.06 | $317.06 | +0.3% | -0.1% | -0.1% | -1.5% | -1.0% | +0.8% |
| Sep 24 | Citigroup | Maintains | Neutral → Neutral | — | $312.74 | $314.05 | +0.4% | +0.2% | +0.0% | +0.8% | -0.1% | -0.1% |
| Sep 24 | Truist | Maintains | Hold → Hold | — | $312.74 | $314.05 | +0.4% | +0.2% | +0.0% | +0.8% | -0.1% | -0.1% |
| Sep 16 | Wells Fargo | Maintains | Overweight → Overweight | — | $308.90 | $310.00 | +0.4% | +0.1% | +0.8% | +0.5% | +0.5% | -0.7% |
| Jul 16 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $286.55 | $288.40 | +0.6% | -0.3% | +1.4% | +0.5% | -0.1% | +0.2% |
| Jul 16 | Wells Fargo | Maintains | Overweight → Overweight | — | $286.55 | $288.40 | +0.6% | -0.3% | +1.4% | +0.5% | -0.1% | +0.2% |
| Jul 16 | BofA Securities | Maintains | Buy → Buy | — | $286.55 | $288.40 | +0.6% | -0.3% | +1.4% | +0.5% | -0.1% | +0.2% |
| Jul 16 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $286.55 | $288.40 | +0.6% | -0.3% | +1.4% | +0.5% | -0.1% | +0.2% |
| Jul 15 | Piper Sandler | Maintains | Overweight → Overweight | — | $288.70 | $288.00 | -0.2% | -0.7% | -0.3% | +1.4% | +0.5% | -0.1% |
| Jul 9 | Truist | Maintains | Hold → Hold | — | $282.78 | $287.18 | +1.6% | +0.1% | +1.8% | -0.5% | +0.6% | -0.7% |
| Jul 3 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $292.00 | $292.15 | +0.1% | +1.4% | -1.4% | -3.1% | +0.1% | +1.8% |
| Jul 2 | Evercore ISI | Maintains | Outperform → Outperform | — | $290.41 | $292.04 | +0.6% | +0.5% | +1.4% | -1.4% | -3.1% | +0.1% |
| Jun 26 | Citigroup | Maintains | Neutral → Neutral | — | $284.06 | $284.70 | +0.2% | +1.7% | -0.6% | +1.0% | +0.2% | +0.5% |
| Jun 23 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $275.00 | $275.06 | +0.0% | +1.2% | +1.1% | +1.0% | +1.7% | -0.6% |
| Jun 18 | BofA Securities | Maintains | Buy → Buy | — | $269.52 | $270.00 | +0.2% | +1.6% | +0.4% | +1.2% | +1.1% | +1.0% |
| Jun 10 | Wells Fargo | Maintains | Overweight → Overweight | — | $266.74 | $265.88 | -0.3% | +0.7% | -0.2% | +0.0% | -1.2% | +2.0% |
| Jun 2 | Truist | Maintains | Hold → Hold | — | $264.00 | $263.02 | -0.4% | +0.2% | +0.6% | -0.8% | -0.9% | +1.4% |
| May 23 | Truist | Maintains | Hold → Hold | — | $260.67 | $256.81 | -1.5% | +0.0% | +1.8% | -0.7% | +0.3% | -0.1% |
| May 20 | Piper Sandler | Maintains | Overweight → Overweight | — | $264.88 | $262.52 | -0.9% | +0.3% | -1.7% | -0.1% | +0.0% | +1.8% |
| May 20 | Baird | Maintains | Neutral → Neutral | — | $264.88 | $262.52 | -0.9% | +0.3% | -1.7% | -0.1% | +0.0% | +1.8% |
| May 20 | TD Securities | Maintains | Buy → Buy | — | $264.88 | $262.52 | -0.9% | +0.3% | -1.7% | -0.1% | +0.0% | +1.8% |
| May 20 | RBC Capital | Maintains | Outperform → Outperform | — | $264.88 | $262.52 | -0.9% | +0.3% | -1.7% | -0.1% | +0.0% | +1.8% |
| May 20 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $264.88 | $262.52 | -0.9% | +0.3% | -1.7% | -0.1% | +0.0% | +1.8% |
| Apr 17 | UBS | Maintains | Buy → Buy | — | $229.61 | $230.80 | +0.5% | +1.0% | -1.3% | +2.9% | +2.2% | +1.6% |
| Apr 14 | Truist | Maintains | Hold → Hold | — | $236.20 | $237.10 | +0.4% | -0.6% | -0.7% | -1.5% | +1.0% | -1.3% |
| Apr 4 | Truist | Maintains | Hold → Hold | — | $228.69 | $215.31 | -5.9% | -8.1% | +2.0% | +1.1% | +8.1% | -3.1% |
| Apr 2 | BofA Securities | Maintains | Buy → Buy | — | $243.66 | $241.60 | -0.8% | +0.9% | -7.0% | -8.1% | +2.0% | +1.1% |
| Apr 1 | Evercore ISI | Maintains | Outperform → Outperform | — | $245.30 | $242.62 | -1.1% | -0.7% | +0.9% | -7.0% | -8.1% | +2.0% |
| Jan 16 | Truist | Maintains | Hold → Hold | — | $252.35 | $254.00 | +0.7% | +0.8% | +1.9% | +1.5% | -0.1% | +1.2% |
| Jan 16 | Barclays | Maintains | Overweight → Overweight | — | $252.35 | $254.00 | +0.7% | +0.8% | +1.9% | +1.5% | -0.1% | +1.2% |
| Jan 16 | UBS | Maintains | Buy → Buy | — | $252.35 | $254.00 | +0.7% | +0.8% | +1.9% | +1.5% | -0.1% | +1.2% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 20, 2026 | Friedman StaceyOff | General Counsel | Sell | 5,468 | $300.27 | $1.6M | 46,428 | +0.34% | -0.85% |
| May 5, 2026 | Piepszak JenniferOff | Chief Operating Officer | Sell | 4,919 | $309.42 | $1.5M | 85,082 | +1.78% | +1.63% |
| May 5, 2026 | BACON ASHLEYOff | Chief Risk Officer | Sell | 4,070 | $309.42 | $1.3M | 248,785 | +1.78% | +1.63% |
| May 5, 2026 | Barnum JeremyOff | Chief Financial Officer | Sell | 3,022 | $309.41 | $935K | 32,438 | +1.78% | +1.63% |
8-K
JPMorgan Chase & Co. -- 8-K Filing
JPMorgan Chase will redeem all 200,000 outstanding shares of its 3.65% Series KK Preferred Stock on June 1, 2026, eliminating this preferred equity obligation.
May 27
8-K · 5.03
! Medium
JPMorgan Chase & Co. -- 8-K 5.03: Amendment to Articles / Bylaws
JPMorgan Chase changed its fiscal year-end, which may affect investor reporting cycles and comparative financial analysis timing, though operational results remain unchanged.
Apr 24
8-K
JPMorgan Chase & Co. -- 8-K Filing
JPMorgan Chase is issuing debt notes under an existing indenture framework, with legal counsel Simpson Thacher confirming the validity of the offering as of April 2026.
Apr 23
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
JPMorgan Chase disclosed material information via Regulation FD, signaling potential market-moving developments that investors should monitor for earnings impact and stock price implications.
Apr 14
8-K
Unknown — 8-K Filing
JPMorgan Chase issued standard forward-looking statement disclaimers in an 8-K filing, suggesting material announcements or updates requiring SEC disclosure that investors should review in the full exhibit.
Apr 14
8-K · 7.01
! Medium
JPMorgan Chase & Co. -- 8-K 7.01: Regulation FD Disclosure
JPMorgan Chase provided an investor update presentation disclosing current business information, offering shareholders transparency into the firm's operational status and strategic positioning.
Feb 23
8-K
JPMorgan Chase & Co. -- 8-K Filing
JPMorgan Chase issued $3 billion in debt securities pursuant to its SEC registration statement, expanding its capital structure to support ongoing operations and strategic initiatives.
Feb 5
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 165,278,733 | $48.6B | New | Mar 2026 |
| 2 | Morgan Stanley | 132,770,536 | $42.8B | Added | Dec 2025 |
| 3 | Bank Of America Corp /de/ | 65,660,460 | $19.3B | Added | Mar 2026 |
| 4 | Vanguard Portfolio Management Llc | 65,580,826 | $19.3B | New | Mar 2026 |
| 5 | Fmr Llc | 31,433,969 | $9.2B | Reduced | Mar 2026 |
| 6 | Northern Trust Corp | 31,221,042 | $9.2B | Reduced | Mar 2026 |
| 7 | Capital Research Global Investors | 27,413,395 | $8.1B | Added | Mar 2026 |
| 8 | Royal Bank Of Canada | 23,892,148 | $7.0B | Reduced | Mar 2026 |
| 9 | Wells Fargo & Company/mn | 23,000,631 | $6.8B | New | Mar 2026 |
| 10 | Bank Of New York Mellon Corp | 21,102,442 | $6.2B | Reduced | Mar 2026 |
| 11 | Ubs Group Ag | 19,111,750 | $5.6B | Added | Mar 2026 |
| 12 | Sg Americas Securities, Llc | 15,599,956 | $4.6B | Added | Mar 2026 |
| 13 | Capital World Investors | 15,421,463 | $4.5B | Reduced | Mar 2026 |
| 14 | Nuveen, Llc | 15,065,123 | $4.4B | Added | Mar 2026 |
| 15 | Franklin Resources Inc | 15,025,584 | $4.4B | Added | Mar 2026 |
| 16 | Raymond James Financial Inc | 14,483,337 | $4.3B | — | Mar 2026 |
| 17 | Barclays Plc | 12,411,127 | $3.7B | Added | Mar 2026 |
| 18 | Invesco Ltd. | 12,348,261 | $3.6B | Reduced | Mar 2026 |
| 19 | Neuberger Berman Group Llc | 7,886,541 | $2.3B | Reduced | Mar 2026 |
| 20 | Boston Partners | 7,053,020 | $2.1B | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$908.57B
Enterprise Value
-$137.21B
P/E (TTM)
16.22x
Forward P/E
14.64x
PEG Ratio
10.39x
P/B
2.50x
P/S
3.25x
P/FCF
9.01x
EV/EBITDA
-1.69x
Shares Out
2.79B
Financials (TTM)
Revenue
$279.75B
Net Income
$57.05B
EBITDA
$81.42B
Free Cash Flow
$100.87B
Op Cash Flow
$100.87B
EPS Basic
$20.09
EPS Diluted
$20.05
EPS Forward
$22.22
Gross Margin
59.9%
Op Margin
25.9%
Net Margin
20.4%
Balance Sheet
Total Assets
$4.42T
Total Liab.
$4.06T
Total Equity
$362.44B
Cash
$1.48T
LT Debt
$433.97B
Book Value/Sh
$129.97
Debt/Equity
2.60x
Current Ratio
0.52
Quick Ratio
0.52
Returns & Growth
ROE
15.7%
ROA
1.3%
ROIC
4.2%
Rev Growth YoY
+3.3%
EPS Growth YoY
+1.5%
Price Returns
2W
-0.2%
1M
-4.4%
3M
-0.3%
6M
-4.4%
12M
+13.4%
Technicals
52W High
$334.61
52W Low
$273.96
50d MA
$308.86
200d MA
$307.10
RSI (14)
71.50
ATR (14)
$6.83
Beta
1.04
Avg Volume
9.3M
Dividends
Div Rate
$5.96
Div Yield
1.9%
Frequency
4
Ex-Div Date
Apr 6, 2026
Analyst Price Targets
Consensus
$338.78
High
$391.00
Low
$295.00
Median
$332.00
Data updated apr 24, 2026 9:56am
· Source: financialmodelingprep.com