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Company Analysis

JP Morgan Chase & Co. JPM

A comprehensive view of key metrics, scores, and financial health for JP Morgan Chase & Co.

Overview of JPMorgan Chase & Co.

JPM NYQ
Financial Services Banks - Diversified Mega Cap
JPMorgan Chase & Co. (JPM), is a Mega Cap company, in the Banks - Diversified industry, last closed at $283.44, about 58.5% overvalued vs fair value, +21.2% 1Y return, placing in the top 25% of its sector.
$283.44
0.19%
As of March 13, 2026
Previous close • Vol 90d: 25.3%
52-Week Range
Market Cap
$778.71B
Enterprise Value
$935.36B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.jpmorganchase.com
HQ New York, NY
Employees 318,512
Fiscal year Dec 31

Next Events

Earnings Apr 14 Call: Apr 14

Fair Value Snapshot

Bear Base Bull
$65
$118
$220
Current: $283.44 -59% vs base

Engine Room Money Flow™

Mega Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$193.3B
-0.3%%
Interest Expense
$97.9B
Net Interest Income
$95.4B
3.1%%
Total Revenue
$280.3B
65.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
17.5%
Excellent

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$51.2B
90.1% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
Analysis based on partial data. Some metrics unavailable for complete assessment.
1
Active Leaks
1/1
Improving
0
High Impact
1
Critical
Moat Analysis Bank Specialized

Competitive Advantage Assessment

Evaluating JP Morgan Chase & Co.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
50
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Deposit Franchise

Moderate
51
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Banks (Regional & Diversified) vs Industry Peers 91% Coverage
Trade-Off Triangle Visualization A ternary plot showing JPM's balance between Growth (35.2%), Profitability (26.7%), and Safety (38.2%). Growth 35% Safety 38% Profitability 27%

Click axes to expand details. Marker shows current allocation.

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Growth

84th percentile vs peers
85
Key Signals
Rev Growth YoY 65.5% 85p Revenue CAGR 3Y 30.0% 89p Asset Growth YoY 10.5% 79p
Strengths
  • Growth performance in top 20% of peers (percentile: 84)
  • Rev Growth Yoy in top 20% of peers (65.5%, 85th percentile)
  • Revenue Cagr 3Y in top 20% of peers (30.0%, 89th percentile)
  • Roe in top 20% of peers (17.4%, 89th percentile)
Risks

No significant risks identified for this axis.

Profitability

64th percentile vs peers
64
Key Signals
Strengths
Risks
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Safety

92th percentile vs peers
92
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for JP Morgan Chase & Co..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
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Bear
-
- - -
- upside
-
Base
$117.66
- - -
-58.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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