JPM

Jpmorgan Chase & Co

$339.22 +1.50 (+0.44%) At close · Jul 7

Market Cap

$893.35B

2,679,511,418

Equibles Rating blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical

price trend

Strong Buy

50 / 200-day cross No cross

Price vs 200-day avg +10% above

Price vs 50-day avg +8% above

RSI (14) 67 neutral

MACD trend Positive

52-week position 94% near high

Momentum

relative strength

Strong

1-month return +9% trailing

6-month return +5% trailing

YTD return +6% this year

Relative strength −3% vs S&P · 6-mo

Sentiment

smart money

Bearish

Trend (MA cross) No cross 50d $314 › 200d $309 — 50d above 200d

Institutional flow Distributing 129 of 5,061 funds reported for Jun 30 · net -207.5K sh shares · +4 new

Insider flow Distributing Net -$67.2M over 90 days · 100% sells

Short interest Rising 1.12% of float · ▲ +5.1% MoM · 3.6 days cover

Volume signal Normal Volume near normal

Institution breadth Multi-yr high 5,061 holders — near 3-yr high, broad support

Squeeze score 56 elevated · 0–100

Fundamentals

Strong

Revenue growth +3% Y/Y

EPS growth +1% Y/Y

Valuation P/E 16.2 in line

Buyback $15.6B remaining

Balance sheet $10.9B net cash

Quant / Vol

risk profile

Low

Volatility 22% annualized · 1-yr

Max drawdown −15% past year

ATR 2.1% of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice.

Up next

Next earnings call

Jul 14, 2026 Est · unconfirmed · in 1 wks

FQ3-26 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed May 1, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Guidance & track record what management promised — and delivered

Latest guidance · from the Earnings Call filed Mar 31, 2026

NII ex markets · full-year 2026 Initiated $95B

Total NII · full-year 2026 Initiated $103B

Adjusted expense · full-year 2026 Initiated $105B

Card net charge off rate · full-year 2026 Initiated 3.4%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy

0 · 2 · 4

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+10% Bullish

Price vs 50-day avg

+8% Bullish

RSI (14)

67 Neutral

MACD trend

Positive Bullish

52-week position

94% Bullish

Market signals — smart money & positioning

Bearish · 3 of 6

Trend (MA cross) No cross

50d $314 › 200d $309 — 50d above 200d

Institutional flow Distributing

129 of 5,061 funds reported for Jun 30 · net -207.5K sh shares · +4 new

Insider flow Distributing

Net -$67.2M over 90 days · 100% sells

Short interest Rising

1.12% of float · ▲ +5.1% MoM · 3.6 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

5,061 holders — near 3-yr high, broad support

Price context

position in its 52-week range

52-wk low $278 Now $339 · 94% 52-wk high $343

vs 200-day avg +10% vs 50-day avg +8%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings

Metric	Latest	Period	YoY
Active mobile customers YoY change	7%	1Q26	—
Average Banking & Payments loans QoQ change	4%	1Q26	—
Average Banking & Payments loans YoY change	10%	1Q26	—
Average client deposits QoQ change	1%	1Q26	—
Average client deposits YoY change	13%	1Q26	—
Average deposits QoQ change	1%	1Q26	—
Average deposits YoY change	7%	1Q26	—
Average loans QoQ change	2%	1Q26	—
Average loans YoY change	11%	1Q26	—
AWM average deposits QoQ change	3%	1Q26	—
AWM average deposits YoY change	4%	1Q26	—
AWM average loans QoQ change	3%	1Q26	—
AWM average loans YoY change	15%	1Q26	—
Card Services net charge-off rate	3.47%	1Q26	—
CIB Markets revenue YoY change	20%	1Q26	—
Debit and credit card sales volume YoY change	9%	1Q26	—
Equity Markets revenue YoY change	17%	1Q26	—
Fixed Income Markets revenue YoY change	21%	1Q26	—
Long-term AUM net inflows	$54B	1Q26	—
Managed overhead ratio non-GAAP	53%	1Q26	—
Reported overhead ratio	54%	1Q26	—
Tangible book value per share non-GAAP	$108.87	1Q26	—

2025 ROE	17%	Full-Year 2025	—
2025 ROTCE non-GAAP	20%	Full-Year 2025	—
AUM	$4.8	4Q25	—
Average loans	$1.5	4Q25	—
AWM 2025 ROE	40%	Full-Year 2025	—
AWM 4Q25 ROE	44%	4Q25	—
Basel III common equity Tier 1 capital	$288B	4Q25	—
Book value per share	$126.99	4Q25	—
Cash and marketable securities	$1.5	4Q25	—
CCB 2025 ROE	32%	Full-Year 2025	—
CCB 4Q25 ROE	25%	4Q25	—
CET1 Capital Ratio Advanced	14.1%	4Q25	—
CET1 Capital Ratio Standardized	14.5%	4Q25	—
CIB 2025 ROE	18%	Full-Year 2025	—
CIB 4Q25 ROE	19%	4Q25	—
Client asset net inflows	$553B	Full-Year 2025	—
Firm supplementary leverage ratio	5.8%	4Q25	—
Global Investment Banking fees wallet share	8.4%	Full-Year 2025	—
Net charge-off rate - Card Services	3.14%	4Q25	—
Net new checking accounts	1.7M	Full-Year 2025	—
Net payout LTM	82%	4Q25	—
New credit card accounts	10.4M	Full-Year 2025	—
ROE	15%	4Q25	—
ROTCE non-GAAP	18%	4Q25	—
Total Loss-Absorbing Capacity	$564B	4Q25	—

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

Versus peers

Banks - Diversified — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
JPM Jpmorgan Chase & Co this stock	$893.35B	+5.8%	+22.9%	16.2	1.1%
BAC Bank Of America Corp /De/	$415.19B	+9.5%	+6.8%	14.5	1.4%
HSBC Hsbc Holdings PLC	$334.05B	+27.3%	—	—	0.2%
RY Royal Bank Of Canada	$284.49B	+22.6%	—	—	0.5%
WFC Wells Fargo & Company/Mn	$261.10B	-6.0%	-1.6%	13.2	1.1%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

5,065

% held: 72.1%
Reported: 129 of 5,061
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

1,586

View

Short & Settlement

Short Interest Rising

Shares short

30.1M

Days to cover: 3.6d
Change: +1.5M sh

View

Short Volume

Short vol %

43%

As of: Jul 7, 2026

Short Total

View

Fails to Deliver

FTD shares

16.2K

Value: $5.1M
As of: Jun 12, 2026

View

Off-Exchange

Off-exchange %

39.8%

Week of: Jun 15, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$67.2M

Buyers / Sellers: 0 / 9

Buyers Sellers

View

Congressional Trades Sell

Member

Sheldon Whitehouse

Amount: $15.0K–$50.0K
Traded: Apr 13, 2026

View

Financials

Revenue (FY)

$182.4B

Net income (FY): $57.0B
EPS diluted: $20.02

View

Buybacks

Authorized

$50.0B

Remaining: $15.6B

Spent Remaining

View

Filings

SEC Filings

Latest

8-K

Filed: Jun 25, 2026
This year: 20

View

Proposed Sales

Value

$127.8K

Shares: 433
Filed: Mar 23, 2026

View

Earnings & Events

Earnings Calls

Last call

Apr 14, 2026

View

Investor Relations

Upcoming events

View

Performance

	5D	20D	120D	MTD	YTD
JPM	+3.0%	+8.6%	+4.5%	+3.6%	+5.8%
SPY	+0.9%	+1.4%	+7.6%	+0.1%	+9.7%
vs SPY	+2.1%	+7.2%	-3.0%	+3.5%	-3.9%

Capital returns

Latest dividend

$1.50 / share · ex Jul 6, 2026

Raised 7.1%

Paid (TTM)

$6.00 / share · 4 payouts

Dividend yield (TTM, derived)

1.77%

Buyback program · as of Dec 31, 2019

Authorized

$50.00B

Spent (derived)

$34.40B

Remaining

$15.60B

Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 19617 CUSIP 46625H100 13F (30d) 245 filings 157 filers Visit website Investor relations

JPM

Price & Indicators

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns