Financial Services
JPMorgan Chase & Co.(JPM)
Data coverage status · 6 need attention
Quote through 2026-08-05T13:30:00Z · Stale
Quote synced 2026-08-05T16:36:29.24191Z
Daily bars through 2026-08-03 · Delayed
Daily bars synced 2026-08-04T21:52:53.123963Z
Fundamentals through 2025-12-31 · Stale
Fundamentals synced 2026-08-05T16:41:28.448738Z
Forecasts: Stale
Forecasts synced 2026-04-28T01:50:25.494712Z
Ownership through 2025-12-31 · Stale
Ownership synced 2026-08-05T16:41:28.448738Z
Short interest through 2025-12-31 · Stale
Short interest synced 2026-08-05T16:41:28.448738Z
News through 2026-07-21T22:04:33Z · Stale
News synced 2026-07-21T22:25:12.180607Z
Company profile: Delayed
Company profile synced 2026-05-01T03:45:13.280951Z
Regular-session price
Offline$360.38
+0.80% regular session
1Y Change
+22.72%
Window
Aug 5, 2025 → Aug 4, 2026
- Market Cap
- $847.18B
- P/E
- 14.9
- Trailing
- 52W Range
- $279.10 - $359.30
- Volume
- 290.61K
- 0.0x RVOL
Investment Snapshot
Valuation, growth, profitability, catalysts, and benchmark context.
1D
+0.8%
1M
+5.9%
6M
+12.7%
YTD
+9.9%
1Y
+22.7%
- Market Cap
- $847.18B
- NYSE
- P/E
- 14.9
- Trailing valuation
- Revenue Growth
- +7.3%
- TTM growth
- EPS Growth
- +1.3%
- TTM earnings growth
- Operating Margin
- 26.2%
- TTM profitability
- Forward P/E
- —
- Waiting on consensus EPS
- Next Earnings
- Oct 12, 2026
- In 68 days
- 52W Position
- 100%
- $279.10 - $359.30
- Volume
- 0.0x
- 290.61K shares latest
- Benchmark
- -0.11 pts
- vs SPY over 1Y
- Dividend
- 1.9%
- Last ex-date Apr 6, 2026
Coverage: 250 bars · Aug 5, 2025 → Aug 4, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
JPMorgan Chase & Co. (JPM) is a Financial Services stock with listed on NYSE. The stock last traded around $360.38 and up 22.7% across the available one-year price window (Aug 5, 2025 → Aug 4, 2026). Baseline metrics include revenue growth of +7.3%, EPS growth of +1.3%, a dividend yield of 1.9%. What stands out right now is revenue +7.3%, EPS +1.3%, free cash flow -251.8% with operating margin 26.2% and ROIC 3.0%. The dividend is present but secondary, with a yield around 1.9%. Valuation is more restrained than many high-expectation growth names at P/E 14.9 and price/sales 3.0. Stock Foundry combines JPM price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+7.3% vs +3.4% peer median
Operating Margin
Above sector median
+26.2% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
Q3 2026 was reported on Jul 23, 2026 with an EPS surprise of +6.0%.
The operating story is still moving forward
Revenue is running at +7.3% and EPS at +1.3%, with operating margin around 26.2%.
The next real check-in already has a date
The next earnings event is scheduled for Oct 12, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 2 reported quarters, the stock averaged +0.4% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Delta | 1D | 5D | 20D |
|---|---|---|---|---|
Q3 2026 Jul 23, 2026 | +6.0% | +0.9% | +0.3% | -- |
Q2 2026 Apr 14, 2026 | +7.8% | -1.7% | +0.6% | -2.0% |
Benchmark Edge
JPM vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
Mixed setup vs SPY
JPM is 0.11 pts behind over the shared 1Y window.
JPM had 6.34 pts deeper max drawdown than SPY.
JPM beat SPY in 1 of 2 calendar years shown and trailed in 1.
JPM
+22.72%
Normalized return
SPY
+22.83%
S&P 500
Excess Return
-0.11 pts
Relative to SPY
JPM Max Drawdown
-15.47%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for JPM and SPY.
| Year | JPM | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +9.86% | +12.90% | -3.03 pts | SPY |
| 2025 | +11.00% | +9.40% | +1.60 pts | JPM |
Company Overview
JPMorgan Chase & Co.
New York Stock Exchange
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.
- Leadership
- James Dimon
- IPO Date
- Mar 17, 1980
- Employees
- 318.5k
- Street Address
- 270 Park Avenue
- Mailing
- New York City, NY, 10017
- Region
- New York City, NY, US
- Reporting Currency
- USD
- Investor Line
- 212 270 6000
- Last Updated
- May 1, 2026
Statistics & Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 14.9
- EV/EBITDA
- 21.7
- Price/Sales
- 3.0
- Price/Book
- 2.4
Growth
- Revenue
- +7.3%
- EPS
- +1.3%
- Free Cash Flow
- -251.8%
Profitability
- Gross Margin
- 60.9%
- Operating Margin
- 26.2%
- Net Margin
- 31.4%
- ROE
- 16.3%
- ROIC
- 3.0%
Balance Sheet
- Debt/Equity
- 3.39
- Current Ratio
- 0.62
Ownership & Float
- Float
- 2.64B
- Short Interest
- 1.1%
- Insider Owned
- 0.4%
- Institutional Owned
- 76.2%
Earnings Reports
Latest News
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.