Stock Scorecard
Stock Summary for JPMorgan Chase & Company (JPM) - $324.49 as of 1/13/2026 1:08:46 PM EST
Total Score
11 out of 30
Safety Score
78 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for JPM
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for JPM
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for JPM
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for JPM
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for JPM (78 out of 100)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 10 |
| Stock Price Trend (Max of 10) | 10 |
| Book Value (Max of 10) | 10 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 5 |
| Analyst Strong Buy Ratings (Max of 5) | 5 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 8 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for JPM
Financial Details for JPM
Company Overview |
|
|---|---|
| Ticker | JPM |
| Company Name | JPMorgan Chase & Company |
| Country | USA |
| Description | JPMorgan Chase & Co. is a leading American multinational investment bank and financial services holding company, renowned as one of the Big Four banks in the U.S. Headquartered in New York City, the firm offers a robust portfolio of services, including investment banking, asset management, private banking, and treasury services, under the prestigious J.P. Morgan brand. With a significant global presence and a commitment to innovation in financial solutions, JPMorgan Chase is well-equipped to meet the intricate demands of institutional investors, while maintaining a strong focus on regulatory compliance and risk management best practices. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | BANKS - DIVERSIFIED |
| Most Recent Quarter | 9/30/2025 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 324.49 |
| Price 4 Years Ago | 123.95 |
| Last Day Price Updated | 1/13/2026 1:08:46 PM EST |
| Last Day Volume | 12,805,062 |
| Average Daily Volume | 9,423,100 |
| 52-Week High | 335.87 |
| 52-Week Low | 199.32 |
| Last Price to 52 Week Low | 62.80% |
Valuation Measures |
|
| Trailing PE | 16.34 |
| Industry PE | 15.22 |
| Sector PE | 29.24 |
| 5-Year Average PE | 12.52 |
| Free Cash Flow Ratio | 2.91 |
| Industry Free Cash Flow Ratio | 1.42 |
| Sector Free Cash Flow Ratio | 48.95 |
| Current Ratio Most Recent Quarter | 0.33 |
| Total Cash Per Share | 111.46 |
| Book Value Per Share Most Recent Quarter | 124.96 |
| Price to Book Ratio | 2.62 |
| Industry Price to Book Ratio | 1.74 |
| Sector Price to Book Ratio | 1.87 |
| Price to Sales Ratio Twelve Trailing Months | 5.42 |
| Industry Price to Sales Ratio Twelve Trailing Months | 3.79 |
| Sector Price to Sales Ratio Twelve Trailing Months | 4.10 |
| Analyst Buy Ratings | 9 |
| Analyst Strong Buy Ratings | 5 |
Share Statistics |
|
| Total Shares Outstanding | 2,722,262,000 |
| Market Capitalization | 883,346,796,380 |
| Institutional Ownership | 74.12% |
Dividends |
|
| Ex-Dividend Date | 1/6/2026 |
| Previous Dividend Amount | 1.5000 |
| Current Dividend Amount | 1.5000 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 5.80 |
| Trailing Annual Dividend Yield | 1.76% |
| Forward Annual Dividend Rate | 6.00 |
| Forward Annual Dividend Yield | 1.82% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 1.73% |
| 5-Year Average Dividend Yield | 2.36% |
| 1-Year Dividend Growth Rate Percentage | 8.11% |
| 3-Year Dividend Growth Rate Percentage | 3.98% |
| 5-Year Dividend Growth Rate Percentage | 10.67% |
| All-Time Dividend Growth Rate Percentage | 5.01% |
| Dividend Payout Ratio | 28.74% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 16.00% |
| Annual Earnings Growth | 18.00% |
| Reported EPS 12 Trailing Months | 20.18 |
| Reported EPS Past Year | 15.10 |
| Reported EPS Prior Year | 19.74 |
| Net Income Twelve Trailing Months | 58,028,000,000 |
| Net Income Past Year | 58,471,000,000 |
| Net Income Prior Year | 49,552,000,000 |
| Quarterly Revenue Growth YOY | 8.80% |
| 5-Year Revenue Growth | 13.70% |
| Operating Margin Twelve Trailing Months | 43.70% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 303,436,000,000 |
| Total Cash Past Year | 469,317,000,000 |
| Total Cash Prior Year | 624,151,000,000 |
| Net Cash Position Most Recent Quarter | -123,767,000,000 |
| Net Cash Position Past Year | 79,481,000,000 |
| Long Term Debt Past Year | 389,836,000,000 |
| Long Term Debt Prior Year | 391,825,000,000 |
| Total Debt Most Recent Quarter | 427,203,000,000 |
| Equity to Debt Ratio Past Year | 0.47 |
| Equity to Debt Ratio Most Recent Quarter | 0.46 |
| Total Stockholder Equity Past Year | 344,758,000,000 |
| Total Stockholder Equity Prior Year | 327,878,000,000 |
| Total Stockholder Equity Most Recent Quarter | 360,212,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | -119,748,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | -43.99 |
| Free Cash Flow Past Year | -42,012,000,000 |
| Free Cash Flow Prior Year | 11,683,000,000 |
Options |
|
| Put/Call Ratio | 0.84 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.00 |
| MACD Signal | 0.00 |
| 20-Day Bollinger Lower Band | 0.00 |
| 20-Day Bollinger Middle Band | 0.00 |
| 20-Day Bollinger Upper Band | 0.00 |
| Beta | 1.07 |
| RSI | 0.00 |
| 50-Day SMA | 0.00 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 185.70 |
System |
|
| Modified | 1/10/2026 1:52:05 AM EST |