JPMorgan Chase (XSWX:JPM) 3-1 Month Momentum %: 9.76% (As of Jul. 24, 2026)

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Director of Data and Quant Analytics at GuruFocus
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XSWX:JPM JPMorgan Chase & Co XSWX:JPM
78 GF Score
Price CHF283.00
GF Value CHF232.01
! 10 Warning Signs
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What is JPMorgan Chase 3-1 Month Momentum %?

JPMorgan Chase XSWX:JPM +0.16% 78 3-1 Month Momentum % is 9.76% as of Jul. 24, 2026. GuruFocus rates XSWX:JPM with a GF Score™ of 78/100 and a GF Value™ of CHF232.01. The stock has 10 warning signs investors should review. Among 1,575 Banks companies, JPMorgan Chase ranks better than 68.89% on this metric.

3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-24), JPMorgan Chase's 3-1 Month Momentum % is 9.76%.

The industry rank for JPMorgan Chase's 3-1 Month Momentum % or its related term are showing as below:

XSWX:JPM's 3-1 Month Momentum % is ranked better than
68.89% of 1575 companies
in the Banks industry
Industry Median: 2.41 vs XSWX:JPM: 9.76

JPMorgan Chase  (XSWX:JPM) 3-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


JPMorgan Chase 3-1 Month Momentum % Related Terms


XSWX:JPM vs BAC, WFC, C: 3-1 Month Momentum % Comparison

For the Banks - Diversified subindustry, JPMorgan Chase's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


JPMorgan Chase 3-1 Month Momentum % vs Banks Industry

For the Banks industry and Financial Services sector, JPMorgan Chase's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where JPMorgan Chase's 3-1 Month Momentum % falls into.


XSWX:JPM
78GF Score
JPMorgan Chase & Co XSWX:JPM
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan Chase  (XSWX:JPM) 3-1 Month Momentum % Calculation

3-1 Month Momentum % is calculated as following:

3-1 Month Momentum %=( Price 1-month ago / Price 3-month ago - 1 ) * 100 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of 9.76% mean?
JPMorgan Chase (XSWX:JPM) has a 3-1 Month Momentum % of 9.76% as of Jul. 24, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on JPMorgan Chase and its competitors. According to the industry distribution chart, JPMorgan Chase ranks #490 out of 1575 companies in the Banks industry, placing it in the top 31.1%.
Is JPMorgan Chase's 3-1 Month Momentum % too high?
JPMorgan Chase's current 3-1 Month Momentum % is 9.76%. The Banks industry median 3-1 Month Momentum % is 2.41. JPMorgan Chase's value of 9.76% is 305% above this industry median. Based on the distribution chart, JPMorgan Chase ranks #490 out of 1575 companies in the Banks industry, which is above the industry midpoint. Overall, JPMorgan Chase has a GF Score™ of 78/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Chase's 3-1 Month Momentum % compare to BAC and WFC?
According to the Banks industry distribution chart, JPMorgan Chase ranks #490 out of 1575 companies for 3-1 Month Momentum %. This puts JPMorgan Chase in the upper half of its industry. The industry median 3-1 Month Momentum % is 2.41. JPMorgan Chase's value of 9.76% is 305% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for a Banks company?
The median 3-1 Month Momentum % among Banks companies is 2.41, based on 1,575 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. JPMorgan Chase's current 3-1 Month Momentum % of 9.76% is 305% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on JPMorgan Chase and its competitors. For the Banks industry, the median 3-1 Month Momentum % is 2.41 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan Chase's current 3-1 Month Momentum % is 9.76%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Chase stock overvalued right now?
JPMorgan Chase (XSWX:JPM) has a current 3-1 Month Momentum % of 9.76%. The stock's GF Value™ is CHF232.01, compared to a current price of CHF283.00 — trading 22% above its estimated fair value. The current 3-1 Month Momentum % is 9.76% and 305% above the Banks industry median of 2.41. JPMorgan Chase's overall GF Score™ is 78/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For JPMorgan Chase (XSWX:JPM), the current 3-1 Month Momentum % is 9.76% as of Jul. 24, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is JPMorgan Chase (XSWX:JPM) Overvalued in 2026?

Based on GuruFocus' analysis, JPMorgan Chase stock appears to be overvalued. The current stock price of CHF283.00 is trading 22% above its estimated GF Value™ of CHF232.01.

Key valuation signals for XSWX:JPM:

  • 3-1 Month Momentum %: 9.76%
  • GF Value™: CHF232.01 vs. price of CHF283.00 (22% above fair value)
  • GF Score™: 78/100 with 10 warning signs
  • Industry Position: 305% above the Banks median (#490 of 1575)

No single metric tells the full story. See the XSWX:JPM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


JPMorgan Chase Business Description

Address 270 Park Avenue, New York, NY, USA, 10017
JPMorgan is a leading global financial services firm with operations in 66 countries and over 318,000 employees as of year-end 2025. Under the JPMorgan brands, the bank holding company boasts a $4.9 trillion balance sheet and $2.68 trillion in deposits, as of March 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over 5,000 US branches, and manages over $7.1 trillion in client assets within its wealth and asset management franchise.
78GF Score

Get the complete analysis for XSWX:JPM

3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF283.00
Price
CHF232.01
GF Value