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Also traded in: Argentina, Austria, Belgium, Brazil, Chile, Germany, Japan, Mexico, Romania, Switzerland, UK

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

vs
industry
vs
history
Cash-to-Debt 1.35
JPM's Cash-to-Debt is ranked higher than
52% of the 1374 Companies
in the Global Banks - Global industry.

( Industry Median: 1.22 vs. JPM: 1.35 )
Ranked among companies with meaningful Cash-to-Debt only.
JPM' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.14  Med: 0.55 Max: 1.57
Current: 1.35
0.14
1.57
Equity-to-Asset 0.10
JPM's Equity-to-Asset is ranked lower than
54% of the 1386 Companies
in the Global Banks - Global industry.

( Industry Median: 0.11 vs. JPM: 0.10 )
Ranked among companies with meaningful Equity-to-Asset only.
JPM' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.05  Med: 0.07 Max: 0.11
Current: 0.1
0.05
0.11
Debt-to-Equity 1.17
JPM's Debt-to-Equity is ranked lower than
68% of the 1222 Companies
in the Global Banks - Global industry.

( Industry Median: 0.72 vs. JPM: 1.17 )
Ranked among companies with meaningful Debt-to-Equity only.
JPM' s Debt-to-Equity Range Over the Past 10 Years
Min: 1.16  Med: 1.63 Max: 4.57
Current: 1.17
1.16
4.57
Debt-to-EBITDA 2.86
JPM's Debt-to-EBITDA is ranked lower than
64% of the 1236 Companies
in the Global Banks - Global industry.

( Industry Median: 1.99 vs. JPM: 2.86 )
Ranked among companies with meaningful Debt-to-EBITDA only.
JPM' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0  Med: 0 Max: 2.86
Current: 2.86
0
2.86
Beneish M-Score: -2.30
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 3/10

vs
industry
vs
history
Net Margin % 26.62
JPM's Net Margin % is ranked higher than
60% of the 1390 Companies
in the Global Banks - Global industry.

( Industry Median: 23.34 vs. JPM: 26.62 )
Ranked among companies with meaningful Net Margin % only.
JPM' s Net Margin % Range Over the Past 10 Years
Min: 8.33  Med: 20.73 Max: 26.62
Current: 26.62
8.33
26.62
ROE % 10.17
JPM's ROE % is ranked higher than
62% of the 1390 Companies
in the Global Banks - Global industry.

( Industry Median: 8.73 vs. JPM: 10.17 )
Ranked among companies with meaningful ROE % only.
JPM' s ROE % Range Over the Past 10 Years
Min: 3.27  Med: 9.09 Max: 10.26
Current: 10.17
3.27
10.26
ROA % 1.09
JPM's ROA % is ranked higher than
63% of the 1396 Companies
in the Global Banks - Global industry.

( Industry Median: 0.90 vs. JPM: 1.09 )
Ranked among companies with meaningful ROA % only.
JPM' s ROA % Range Over the Past 10 Years
Min: 0.3  Med: 0.87 Max: 1.09
Current: 1.09
0.3
1.09
3-Year Revenue Growth Rate 3.60
JPM's 3-Year Revenue Growth Rate is ranked lower than
54% of the 1293 Companies
in the Global Banks - Global industry.

( Industry Median: 4.30 vs. JPM: 3.60 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
JPM' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0.9 Max: 18.1
Current: 3.6
0
18.1
3-Year EPS without NRI Growth Rate 6.10
JPM's 3-Year EPS without NRI Growth Rate is ranked higher than
54% of the 1163 Companies
in the Global Banks - Global industry.

( Industry Median: 4.80 vs. JPM: 6.10 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
JPM' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: 5.7 Max: 238.2
Current: 6.1
0
238.2
GuruFocus has detected 3 Warning Signs with JPMorgan Chase & Co JPM.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» JPM's 30-Y Financials

Financials (Next Earnings Date: 2018-10-12)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2017

JPM Guru Trades in Q3 2017

Jim Simons 1,418,338 sh (New)
Caxton Associates 1,097,800 sh (+18506.78%)
Louis Moore Bacon 1,170,000 sh (+2240.00%)
Julian Robertson 239,600 sh (+37.07%)
Glenn Greenberg 2,023,336 sh (+20.64%)
Murray Stahl 8,910 sh (+9.19%)
David Dreman 40,037 sh (+8.83%)
Ken Fisher 7,142,250 sh (+2.66%)
Mario Gabelli 907,249 sh (+0.85%)
Spiros Segalas 4,866,684 sh (+37.81%)
Tom Gayner 183,000 sh (unchged)
David Carlson 1,200,000 sh (unchged)
Bernard Horn 74,600 sh (unchged)
First Eagle Investment 30,300 sh (unchged)
Ken Heebner Sold Out
Ruane Cunniff Sold Out
Paul Tudor Jones Sold Out
John Buckingham 118,268 sh (-0.22%)
Manning & Napier Advisors, Inc 386,871 sh (-0.76%)
Mairs and Power 277,580 sh (-0.76%)
Dodge & Cox 25,839,297 sh (-1.02%)
Richard Pzena 4,111,732 sh (-1.03%)
PRIMECAP Management 23,346,018 sh (-1.23%)
HOTCHKIS & WILEY 4,111,444 sh (-1.28%)
Diamond Hill Capital 4,558,027 sh (-2.36%)
Barrow, Hanley, Mewhinney & Strauss 19,135,130 sh (-3.12%)
Chris Davis 12,752,186 sh (-5.59%)
T Rowe Price Equity Income Fund 8,270,000 sh (-6.65%)
Joel Greenblatt 36,645 sh (-12.31%)
John Rogers 72,190 sh (-12.91%)
NWQ Managers 1,381,953 sh (-14.72%)
Pioneer Investments 5,920,963 sh (-14.98%)
Richard Snow 762,126 sh (-15.08%)
Charles Brandes 179,143 sh (-20.65%)
Bill Nygren 3,715,000 sh (-21.21%)
Jeremy Grantham 663,360 sh (-22.64%)
Steven Cohen 100,000 sh (-64.52%)
» More
Q4 2017

JPM Guru Trades in Q4 2017

First Pacific Advisors 16,000 sh (New)
Tom Russo 2,000 sh (New)
Paul Tudor Jones 65,258 sh (New)
Wallace Weitz 12,500 sh (New)
Pioneer Investments 8,595,090 sh (+45.16%)
Joel Greenblatt 47,432 sh (+29.44%)
PRIMECAP Management 23,358,935 sh (+0.06%)
Spiros Segalas 5,231,476 sh (+7.50%)
David Carlson 1,200,000 sh (unchged)
First Eagle Investment 30,300 sh (unchged)
Tom Gayner 183,000 sh (unchged)
Murray Stahl 8,910 sh (unchged)
Bernard Horn 74,600 sh (unchged)
Jim Simons Sold Out
Caxton Associates Sold Out
Louis Moore Bacon Sold Out
Steven Cohen Sold Out
Dodge & Cox 25,727,219 sh (-0.43%)
Chris Davis 12,589,233 sh (-1.28%)
T Rowe Price Equity Income Fund 8,090,000 sh (-2.18%)
Richard Snow 743,585 sh (-2.43%)
HOTCHKIS & WILEY 3,975,702 sh (-3.30%)
John Buckingham 114,346 sh (-3.32%)
Charles Brandes 172,785 sh (-3.55%)
Diamond Hill Capital 4,384,050 sh (-3.82%)
NWQ Managers 1,317,596 sh (-4.66%)
Richard Pzena 3,883,833 sh (-5.54%)
John Rogers 67,440 sh (-6.58%)
Barrow, Hanley, Mewhinney & Strauss 17,822,450 sh (-6.86%)
Mairs and Power 255,181 sh (-8.07%)
Julian Robertson 215,900 sh (-9.89%)
Glenn Greenberg 1,811,149 sh (-10.49%)
Mario Gabelli 787,947 sh (-13.15%)
David Dreman 34,571 sh (-13.65%)
Ken Fisher 4,872,987 sh (-31.77%)
Jeremy Grantham 335,260 sh (-49.46%)
Bill Nygren 815,000 sh (-78.06%)
» More
Q1 2018

JPM Guru Trades in Q1 2018

Ken Heebner 648,000 sh (New)
Ray Dalio 13,924 sh (New)
Caxton Associates 203,760 sh (New)
George Soros 719,660 sh (New)
Signature Select Canadian Fund 32,900 sh (New)
Joel Greenblatt 67,645 sh (+42.61%)
Julian Robertson 297,660 sh (+37.87%)
Murray Stahl 9,969 sh (+11.89%)
Ken Fisher 5,003,395 sh (+2.68%)
John Buckingham 114,724 sh (+0.33%)
Spiros Segalas 6,228,870 sh (+19.07%)
Tom Gayner 183,000 sh (unchged)
David Carlson 1,200,000 sh (unchged)
Tom Russo 2,000 sh (unchged)
First Pacific Advisors 16,000 sh (unchged)
Wallace Weitz 12,500 sh (unchged)
Bernard Horn 74,600 sh (unchged)
John Rogers Sold Out
Bill Nygren Sold Out
PRIMECAP Management 23,261,550 sh (-0.42%)
Richard Snow 736,302 sh (-0.98%)
First Eagle Investment 30,000 sh (-0.99%)
Dodge & Cox 25,264,090 sh (-1.80%)
Mairs and Power 250,279 sh (-1.92%)
Mario Gabelli 771,587 sh (-2.08%)
Chris Davis 12,136,523 sh (-3.60%)
Barrow, Hanley, Mewhinney & Strauss 17,157,850 sh (-3.73%)
T Rowe Price Equity Income Fund 7,715,000 sh (-4.64%)
David Dreman 32,140 sh (-7.03%)
Richard Pzena 3,599,814 sh (-7.31%)
Pioneer Investments 7,734,802 sh (-10.01%)
NWQ Managers 1,159,175 sh (-12.02%)
HOTCHKIS & WILEY 3,460,702 sh (-12.95%)
Glenn Greenberg 1,490,036 sh (-17.73%)
Diamond Hill Capital 3,468,572 sh (-20.88%)
Jeremy Grantham 261,660 sh (-21.95%)
Charles Brandes 64,122 sh (-62.89%)
Paul Tudor Jones 12,498 sh (-80.85%)
» More
Q2 2018

JPM Guru Trades in Q2 2018

Steven Cohen 140,000 sh (New)
Scott Black 21,216 sh (New)
Paul Tudor Jones 104,777 sh (+738.35%)
Joel Greenblatt 127,257 sh (+88.12%)
Glenn Greenberg 1,786,500 sh (+19.90%)
Ken Fisher 5,209,848 sh (+4.13%)
Pioneer Investments 7,937,023 sh (+2.61%)
Murray Stahl 10,073 sh (+1.04%)
Diamond Hill Capital 3,471,222 sh (+0.08%)
PRIMECAP Management 23,264,270 sh (+0.01%)
David Carlson 1,200,000 sh (unchged)
Tom Gayner 183,000 sh (unchged)
First Pacific Advisors 16,000 sh (unchged)
First Eagle Investment 30,000 sh (unchged)
Wallace Weitz 12,500 sh (unchged)
Tom Russo 2,000 sh (unchged)
Steven Cohen 350,000 sh (unchged)
Ken Heebner 648,000 sh (unchged)
Mairs and Power 249,358 sh (-0.37%)
Dodge & Cox 25,067,202 sh (-0.78%)
HOTCHKIS & WILEY 3,423,802 sh (-1.07%)
John Buckingham 113,239 sh (-1.29%)
Chris Davis 11,909,819 sh (-1.87%)
Richard Snow 699,480 sh (-5.00%)
Charles Brandes 60,489 sh (-5.67%)
T Rowe Price Equity Income Fund 7,270,000 sh (-5.77%)
Richard Pzena 3,380,686 sh (-6.09%)
Mario Gabelli 716,885 sh (-7.09%)
George Soros 657,921 sh (-8.58%)
Barrow, Hanley, Mewhinney & Strauss 15,597,124 sh (-9.10%)
Bernard Horn 59,200 sh (-20.64%)
Julian Robertson 225,260 sh (-24.32%)
Ray Dalio 10,229 sh (-26.54%)
NWQ Managers 846,251 sh (-27.00%)
Jeremy Grantham 144,490 sh (-44.78%)
Caxton Associates 33,845 sh (-83.39%)
Spiros Segalas 6,127,497 sh (-1.63%)
» More
» Details

Insider Trades

Latest Guru Trades with JPM

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Dodge & Cox 2018-06-30 Reduce -0.78%0.02%$103.24 - $114.29 $ 117.857%25,067,202
Barrow, Hanley, Mewhinney & Strauss 2018-06-30 Reduce -9.10%0.27%$103.24 - $114.29 $ 117.857%15,597,124
Chris Davis 2018-06-30 Reduce -1.87%0.11%$103.24 - $114.29 $ 117.857%11,909,819
T Rowe Price Equity Income Fund 2018-06-30 Reduce -5.77%0.24%$103.24 - $114.29 $ 117.857%7,270,000
Ken Fisher 2018-06-30 Add 4.13%0.03%$103.24 - $114.29 $ 117.857%5,209,848
HOTCHKIS & WILEY 2018-06-30 Reduce -1.07%0.02%$103.24 - $114.29 $ 117.857%3,423,802
Richard Pzena 2018-06-30 Reduce -6.09%0.12%$103.24 - $114.29 $ 117.857%3,380,686
Glenn Greenberg 2018-06-30 Add 19.90%1.26%$103.24 - $114.29 $ 117.857%1,786,500
NWQ Managers 2018-06-30 Reduce -27.00%0.56%$103.24 - $114.29 $ 117.857%846,251
Mario Gabelli 2018-06-30 Reduce -7.09%0.04%$103.24 - $114.29 $ 117.857%716,885
George Soros 2018-06-30 Reduce -8.58%0.13%$103.24 - $114.29 $ 117.857%657,921
Julian Robertson 2018-06-30 Reduce -24.32%1.02%$103.24 - $114.29 $ 117.857%225,260
Joel Greenblatt 2018-06-30 Add 88.12%0.09%$103.24 - $114.29 $ 117.857%127,257
Charles Brandes 2018-06-30 Reduce -5.67%0.01%$103.24 - $114.29 $ 117.857%60,489
Dodge & Cox 2018-03-31 Reduce -1.80%0.04%$107.01 - $118.77 $ 117.854%25,264,090
Barrow, Hanley, Mewhinney & Strauss 2018-03-31 Reduce -3.73%0.11%$107.01 - $118.77 $ 117.854%17,157,850
Chris Davis 2018-03-31 Reduce -3.60%0.21%$107.01 - $118.77 $ 117.854%12,136,523
T Rowe Price Equity Income Fund 2018-03-31 Reduce -4.64%0.19%$107.01 - $118.77 $ 117.854%7,715,000
Ken Fisher 2018-03-31 Add 2.68%0.02%$107.01 - $118.77 $ 117.854%5,003,395
Richard Pzena 2018-03-31 Reduce -7.31%0.15%$107.01 - $118.77 $ 117.854%3,599,814
HOTCHKIS & WILEY 2018-03-31 Reduce -12.95%0.21%$107.01 - $118.77 $ 117.854%3,460,702
Glenn Greenberg 2018-03-31 Reduce -17.73%1.46%$107.01 - $118.77 $ 117.854%1,490,036
NWQ Managers 2018-03-31 Reduce -12.02%0.24%$107.01 - $118.77 $ 117.854%1,159,175
Mario Gabelli 2018-03-31 Reduce -2.08%0.01%$107.01 - $118.77 $ 117.854%771,587
George Soros 2018-03-31 New Buy1.46%$107.01 - $118.77 $ 117.854%719,660
Ken Heebner 2018-03-31 New Buy3.16%$107.01 - $118.77 $ 117.854%648,000
Julian Robertson 2018-03-31 Add 37.87%1.15%$107.01 - $118.77 $ 117.854%297,660
Joel Greenblatt 2018-03-31 Add 42.61%0.03%$107.01 - $118.77 $ 117.854%67,645
Charles Brandes 2018-03-31 Reduce -62.89%0.23%$107.01 - $118.77 $ 117.854%64,122
David Dreman 2018-03-31 Reduce -7.03%0.15%$107.01 - $118.77 $ 117.854%32,140
First Eagle Investment 2018-03-31 Reduce -0.99%$107.01 - $118.77 $ 117.854%30,000
John Rogers 2018-03-31 Sold Out 0.08%$107.01 - $118.77 $ 117.854%0
Bill Nygren 2018-03-31 Sold Out 0.47%$107.01 - $118.77 $ 117.854%0
Dodge & Cox 2017-12-31 Reduce -0.43%0.01%$95.86 - $107.83 $ 117.8516%25,727,219
Barrow, Hanley, Mewhinney & Strauss 2017-12-31 Reduce -6.86%0.19%$95.86 - $107.83 $ 117.8516%17,822,450
Chris Davis 2017-12-31 Reduce -1.28%0.07%$95.86 - $107.83 $ 117.8516%12,589,233
T Rowe Price Equity Income Fund 2017-12-31 Reduce -2.18%0.08%$95.86 - $107.83 $ 117.8516%8,090,000
Ken Fisher 2017-12-31 Reduce -31.77%0.32%$95.86 - $107.83 $ 117.8516%4,872,987
HOTCHKIS & WILEY 2017-12-31 Reduce -3.30%0.05%$95.86 - $107.83 $ 117.8516%3,975,702
Richard Pzena 2017-12-31 Reduce -5.54%0.12%$95.86 - $107.83 $ 117.8516%3,883,833
Glenn Greenberg 2017-12-31 Reduce -10.49%0.98%$95.86 - $107.83 $ 117.8516%1,811,149
NWQ Managers 2017-12-31 Reduce -4.66%0.09%$95.86 - $107.83 $ 117.8516%1,317,596
Bill Nygren 2017-12-31 Reduce -78.06%1.55%$95.86 - $107.83 $ 117.8516%815,000
Mario Gabelli 2017-12-31 Reduce -13.15%0.07%$95.86 - $107.83 $ 117.8516%787,947
Julian Robertson 2017-12-31 Reduce -9.89%0.41%$95.86 - $107.83 $ 117.8516%215,900
Charles Brandes 2017-12-31 Reduce -3.55%0.01%$95.86 - $107.83 $ 117.8516%172,785
John Rogers 2017-12-31 Reduce -6.58%0.01%$95.86 - $107.83 $ 117.8516%67,440
Joel Greenblatt 2017-12-31 Add 29.44%0.02%$95.86 - $107.83 $ 117.8516%47,432
David Dreman 2017-12-31 Reduce -13.65%0.29%$95.86 - $107.83 $ 117.8516%34,571
Wallace Weitz 2017-12-31 New Buy0.06%$95.86 - $107.83 $ 117.8516%12,500
Dodge & Cox 2017-09-30 Reduce -1.02%0.02%$88.42 - $95.51 $ 117.8528%25,839,297
Barrow, Hanley, Mewhinney & Strauss 2017-09-30 Reduce -3.12%0.09%$88.42 - $95.51 $ 117.8528%19,135,130
Chris Davis 2017-09-30 Reduce -5.59%0.3%$88.42 - $95.51 $ 117.8528%12,752,186
T Rowe Price Equity Income Fund 2017-09-30 Reduce -6.65%0.25%$88.42 - $95.51 $ 117.8528%8,270,000
Ken Fisher 2017-09-30 Add 2.66%0.03%$88.42 - $95.51 $ 117.8528%7,142,250
Richard Pzena 2017-09-30 Reduce -1.03%0.02%$88.42 - $95.51 $ 117.8528%4,111,732
HOTCHKIS & WILEY 2017-09-30 Reduce -1.28%0.02%$88.42 - $95.51 $ 117.8528%4,111,444
Bill Nygren 2017-09-30 Reduce -21.21%0.54%$88.42 - $95.51 $ 117.8528%3,715,000
Glenn Greenberg 2017-09-30 Add 20.64%1.6%$88.42 - $95.51 $ 117.8528%2,023,336
NWQ Managers 2017-09-30 Reduce -14.72%0.3%$88.42 - $95.51 $ 117.8528%1,381,953
Mario Gabelli 2017-09-30 Add 0.85%$88.42 - $95.51 $ 117.8528%907,249
Julian Robertson 2017-09-30 Add 37.07%1.12%$88.42 - $95.51 $ 117.8528%239,600
Charles Brandes 2017-09-30 Reduce -20.65%0.07%$88.42 - $95.51 $ 117.8528%179,143
John Rogers 2017-09-30 Reduce -12.91%0.01%$88.42 - $95.51 $ 117.8528%72,190
David Dreman 2017-09-30 Add 8.83%0.17%$88.42 - $95.51 $ 117.8528%40,037
Joel Greenblatt 2017-09-30 Reduce -12.31%0.01%$88.42 - $95.51 $ 117.8528%36,645
Ruane Cunniff 2017-09-30 Sold Out 0.01%$88.42 - $95.51 $ 117.8528%0
Ken Heebner 2017-09-30 Sold Out 0.94%$88.42 - $95.51 $ 117.8528%0
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of JPMorgan Chase & Co

SymbolPriceYieldDescription
JPMpA.PFD24.874.115.45% Non-Cum Pfd Series P
JPMpD/CL.PFD24.984.12Deposit Shs Repr 1/400th Non-Cum Pfd Shs Ser-O
JPMpB.PFD25.674.89Deposit Shs Repr 1/400th 6.7 % Non-Cum Perp Pfd Shs Ser-T
JPMpE.PFD25.804.58Deposit Shs Repr 1/400th Non-Cum 6.30 % Pfd Shs Series -W-
JPMpF.PFD25.754.46Deposit Shs Repr 1/400th 6 1/8% Non-Cum Pfd Shs Series
JPMLL.PFD24.990.00
JPMpG.PFD25.774.44Non-Cum Pfd Shs Series -AA-
JPMpH.PFD25.804.47Deposit Shs Repr 1/40th 6.15 % Non-Cum Pfd Shs Series -BB-

Business Description

Industry: Banks » Banks - Global    NAICS: 522110    SIC: 6021
Compare:SHSE:601398, NYSE:BAC, SHSE:601939, NYSE:WFC, LSE:HSBA, SHSE:601288, NYSE:C, SHSE:601988, TSX:RY, XMCE:SAN, TSX:TD, ASX:CBA, TSE:8306, TSX:BNS, ASX:WBC, XSWX:UBSGE, SHSE:601328, XAMS:INGA, ASX:NAB, TSE:8316 » details
Traded in other countries:JPM.Argentina, JPM.Austria, JPMC.Belgium, JPMC34.Brazil, JPM.Chile, CMC.Germany, 8634.Japan, JPM.Mexico, JPM.Romania, JPM.Switzerland, 0Q1F.UK,
Headquarter Location:USA
JPMorgan Chase & Co is a financial services firm and a banking institution. It is engaged in investment banking, commercial banking, treasury and securities services, asset management, retail financial services, and credit card businesses.

JPMorgan Chase is one of the largest financial institutions in the United States, with more than $2.5 trillion in assets and operations in dozens of countries. The company is organized into several business segments: investment banking, commercial banking, treasury and securities services, asset management, retail financial services, and credit card businesses. JPMorgan Chase is a major player in the derivatives markets.

Guru Investment Theses on JPMorgan Chase & Co

Mario Gabelli Comments on JPMorgan Chase & Co. - May 10, 2017

JPMorgan Chase & Co. (1.3%) (JPM – $87.84 – NYSE) (NYSE:JPM) is one of the oldest financial institutions in the U.S. The firm, with assets of over $2.5 trillion, provides services to millions of consumers, small businesses, and many of the world’s largest corporate, institutional, and government clients. The bank is divided into several reporting segments, including investment banking, commercial banking, financial transaction processing, asset management, and private equity. CEO Jamie Dimon is well regarded among corporate leaders, and he has positioned the company for future growth, despite the recent challenges related to the financial crisis, increased regulations, and low interest rates.

From Mario Gabelli (Trades, Portfolio)'s Gabelli Equity Income Fund 2017 first quarter shareholder commentary.

Check out Mario Gabelli latest stock trades

Mario Gabelli Comments on JPMorgan Chase & Co. - Nov 02, 2016

JPMorgan Chase & Co. (NYSE:JPM) (1.0%) (JPM $66.59 – NYSE) is one of the oldest financial institutions in the U.S. The firm, with assets of over $2.4 trillion, provides services to millions of consumers, small businesses, and many of the world’s largest corporate, institutional, and government clients. The bank is divided into several reporting segments, including investment banking, commercial banking, financial transaction processing, asset management, and private equity. CEO Jamie Dimon is well regarded among corporate leaders, and he has positioned the company for future growth, despite the recent challenges related to the financial crisis, increased regulations, and low interest rates.

From Mario Gabelli (Trades, Portfolio)'s Equity Income Fund 3rd quarter 2016 commentary.

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Ratios

vs
industry
vs
history
PE Ratio 15.70
JPM's PE Ratio is ranked lower than
52% of the 1278 Companies
in the Global Banks - Global industry.

( Industry Median: 14.76 vs. JPM: 15.70 )
Ranked among companies with meaningful PE Ratio only.
JPM' s PE Ratio Range Over the Past 10 Years
Min: 6.07  Med: 11.66 Max: 53.9
Current: 15.7
6.07
53.9
Forward PE Ratio 11.98
JPM's Forward PE Ratio is ranked higher than
56% of the 464 Companies
in the Global Banks - Global industry.

( Industry Median: 13.40 vs. JPM: 11.98 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 15.70
JPM's PE Ratio without NRI is ranked lower than
52% of the 1278 Companies
in the Global Banks - Global industry.

( Industry Median: 14.76 vs. JPM: 15.70 )
Ranked among companies with meaningful PE Ratio without NRI only.
JPM' s PE Ratio without NRI Range Over the Past 10 Years
Min: 6.07  Med: 11.67 Max: 161.7
Current: 15.7
6.07
161.7
PB Ratio 1.70
JPM's PB Ratio is ranked lower than
75% of the 1383 Companies
in the Global Banks - Global industry.

( Industry Median: 1.24 vs. JPM: 1.70 )
Ranked among companies with meaningful PB Ratio only.
JPM' s PB Ratio Range Over the Past 10 Years
Min: 0.43  Med: 1.05 Max: 1.75
Current: 1.7
0.43
1.75
PS Ratio 3.91
JPM's PS Ratio is ranked lower than
57% of the 1373 Companies
in the Global Banks - Global industry.

( Industry Median: 3.41 vs. JPM: 3.91 )
Ranked among companies with meaningful PS Ratio only.
JPM' s PS Ratio Range Over the Past 10 Years
Min: 0.76  Med: 2.14 Max: 4.19
Current: 3.91
0.76
4.19
Price-to-Free-Cash-Flow 24.35
JPM's Price-to-Free-Cash-Flow is ranked lower than
84% of the 754 Companies
in the Global Banks - Global industry.

( Industry Median: 12.61 vs. JPM: 24.35 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
JPM' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 0.75  Med: 4.04 Max: 275.65
Current: 24.35
0.75
275.65
Price-to-Operating-Cash-Flow 24.35
JPM's Price-to-Operating-Cash-Flow is ranked lower than
87% of the 803 Companies
in the Global Banks - Global industry.

( Industry Median: 11.07 vs. JPM: 24.35 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
JPM' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 0.75  Med: 4.04 Max: 275.65
Current: 24.35
0.75
275.65
EV-to-Revenue 3.03
JPM's EV-to-Revenue is ranked higher than
70% of the 1151 Companies
in the Global Banks - Global industry.

( Industry Median: 4.50 vs. JPM: 3.03 )
Ranked among companies with meaningful EV-to-Revenue only.
JPM' s EV-to-Revenue Range Over the Past 10 Years
Min: 0.5  Med: 2.8 Max: 8.5
Current: 3.03
0.5
8.5
Shiller PE Ratio 22.51
JPM's Shiller PE Ratio is ranked lower than
56% of the 573 Companies
in the Global Banks - Global industry.

( Industry Median: 20.24 vs. JPM: 22.51 )
Ranked among companies with meaningful Shiller PE Ratio only.
JPM' s Shiller PE Ratio Range Over the Past 10 Years
Min: 9.43  Med: 15.77 Max: 4468
Current: 22.51
9.43
4468

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 1.91
JPM's Dividend Yield % is ranked lower than
54% of the 2530 Companies
in the Global Banks - Global industry.

( Industry Median: 2.60 vs. JPM: 1.91 )
Ranked among companies with meaningful Dividend Yield % only.
JPM' s Dividend Yield % Range Over the Past 10 Years
Min: 0.42  Med: 2.52 Max: 7.64
Current: 1.91
0.42
7.64
Dividend Payout Ratio 0.30
JPM's Dividend Payout Ratio is ranked higher than
66% of the 1372 Companies
in the Global Banks - Global industry.

( Industry Median: 0.34 vs. JPM: 0.30 )
Ranked among companies with meaningful Dividend Payout Ratio only.
JPM' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.05  Med: 0.29 Max: 1.88
Current: 0.3
0.05
1.88
3-Year Dividend Growth Rate 10.30
JPM's 3-Year Dividend Growth Rate is ranked higher than
65% of the 790 Companies
in the Global Banks - Global industry.

( Industry Median: 6.20 vs. JPM: 10.30 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
JPM' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -48.7  Med: 9.3 Max: 93.1
Current: 10.3
-48.7
93.1
Forward Dividend Yield % 2.70
JPM's Forward Dividend Yield % is ranked lower than
68% of the 2459 Companies
in the Global Banks - Global industry.

( Industry Median: 2.93 vs. JPM: 2.70 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 3.25
JPM's 5-Year Yield-on-Cost % is ranked higher than
63% of the 2507 Companies
in the Global Banks - Global industry.

( Industry Median: 3.30 vs. JPM: 3.25 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
JPM' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.72  Med: 4.3 Max: 13.05
Current: 3.25
0.72
13.05
3-Year Average Share Buyback Ratio 2.70
JPM's 3-Year Average Share Buyback Ratio is ranked higher than
94% of the 975 Companies
in the Global Banks - Global industry.

( Industry Median: -2.40 vs. JPM: 2.70 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
JPM' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -30.3  Med: -4.4 Max: 2.7
Current: 2.7
-30.3
2.7

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 2.24
JPM's Price-to-Tangible-Book is ranked lower than
80% of the 1370 Companies
in the Global Banks - Global industry.

( Industry Median: 1.33 vs. JPM: 2.24 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
JPM' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.44  Med: 1.7 Max: 3.52
Current: 2.24
0.44
3.52
Price-to-Intrinsic-Value-Projected-FCF 0.74
JPM's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
60% of the 867 Companies
in the Global Banks - Global industry.

( Industry Median: 0.82 vs. JPM: 0.74 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
JPM' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.27  Med: 1.03 Max: 10.33
Current: 0.74
0.27
10.33
Price-to-Median-PS-Value 1.83
JPM's Price-to-Median-PS-Value is ranked lower than
89% of the 1305 Companies
in the Global Banks - Global industry.

( Industry Median: 1.11 vs. JPM: 1.83 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
JPM' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.14  Med: 1 Max: 1.85
Current: 1.83
0.14
1.85
Price-to-Graham-Number 1.25
JPM's Price-to-Graham-Number is ranked lower than
66% of the 1212 Companies
in the Global Banks - Global industry.

( Industry Median: 1.01 vs. JPM: 1.25 )
Ranked among companies with meaningful Price-to-Graham-Number only.
JPM' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.29  Med: 1.09 Max: 3.15
Current: 1.25
0.29
3.15

More Statistics

Revenue (TTM) (Mil) $105,139.00
EPS (TTM) $ 7.51
Beta1.17
Volatility16.46%
52-Week Range $93.34 - 119.33
Shares Outstanding (Mil)3,360.88

Analyst Estimate

Dec18 Dec19 Dec20
Revenue (Mil $) 110,311 114,793 120,622
EBIT (Mil $) 48,560 51,994 55,419
EBITDA (Mil $)
EPS ($) 9.10 9.80 11.06
EPS without NRI ($) 9.10 9.80 11.06
EPS Growth Rate
(Future 3Y To 5Y Estimate)
16.40%
Dividends per Share ($) 2.76 3.33 3.85

Piotroski F-Score Details

Piotroski F-Score: ----
Positive ROAN
Positive CFROAN
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

Personalized Checklist

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