JPM · Jpmorgan Chase & Co
$351.58
+0.03 (+0.01%)
At close · Aug 21
Market Cap
$934.43B
Shares
2.66B
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$351.58
Open$354.07
Day$350.37–356.86
52W close$282.84–365.18
Avg vol 30d7.3M
Short int28.2M · 1.1% float · 3.4d
Short vol36%
Last earningsOct 13, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Oct 13, 2026
Scheduled
· in 7 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 6, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Very Low
Market backdrop
VIX 15.1 · calm
Equity put/call 0.51
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+11%
above
Price vs 50-day avg
+2%
above
RSI (14)
49
neutral
MACD trend
Negative
52-week position
83%
mid-range
Momentum
relative strength
1-month return
0%
trailing
6-month return
+18%
trailing
YTD return
+9%
this year
Relative strength
+7%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $344 › 200d $316 — 50d above 200d
Institutional flow
Distributing
-0% holders QoQ · +234 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.06% of float · ▼ -4.2% MoM · 3.4 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
5,073 holders — near 3-yr high, broad support
Squeeze score
50
elevated · 0–100
Fundamentals
Revenue growth
+3%
Y/Y
EPS growth
+1%
Y/Y
Valuation
P/E 15.1
below peers
Buyback
$50.0B
authorized
Balance sheet
$221.2B
net debt
Quant / Vol
risk profile
Volatility
22%
annualized · 1-yr
Max drawdown
−15%
past year
ATR
1.8%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Jun 30, 2026
NII ex-markets
· full-year 2026
Initiated
$96.5B
Total NII
· full-year 2026
Initiated
$105.5B
Markets NII
· full-year 2026
Initiated
$9B
Adjusted expense outlook
· full-year 2026
Initiated
$107.5B
Card net charge-off rate
· full-year 2026
Initiated
3.2%
Prior guidance
period ended
· from the Earnings Call filed Sep 30, 2025
NII ex markets
· fourth quarter
$23.5B
Adjusted expense
· fourth quarter
$24.5B
Total NII
· fourth quarter
$25B
Adjusted expense
· full year
$95.9B
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+11%
Bullish
Price vs 50-day avg
+2%
Bullish
RSI (14)
49
Neutral
MACD trend
Negative
Bearish
52-week position
83%
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $344 › 200d $316 — 50d above 200d
Institutional flow
Distributing
-0% holders QoQ · +234 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.06% of float · ▼ -4.2% MoM · 3.4 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
5,073 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $283
Now $352 · 83%
Range high $365
vs 200-day avg +11%
vs 50-day avg +2%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active digital customers (in thousands) | 76.71M | 2Q26 | — |
| Active mobile customers (in thousands) | 63.75M | 2Q26 | — |
| Allowance for loan losses to period-end loans | 0.18% | Jun 30, 2026 | — |
| Alternatives AUM | 240B | Jun 30, 2026 | — |
| Assets under management | 5.1T | 2Q26 | — |
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| Average VaR | $49M | 2Q26 | — |
| Business Banking origination volume | $748M | 2Q26 | — |
| Client assets | 7.7T | 2Q26 | — |
| Common equity Tier 1 ("CET1") capital ratio - Standardized | 14.1% | 2Q26 | — |
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| Custody/brokerage/administration/deposits | 2.52T | Jun 30, 2026 | — |
| Debit and credit card sales volume (in billions) | $535.8B | 2Q26 | — |
| Deposit margin | 2.7% | 2Q26 | — |
| Employees | 320,560 | 2Q26 | — |
| Equity AUM | 1.57T | Jun 30, 2026 | — |
| Firmwide Wealth Management Client assets | 4.88T | Jun 30, 2026 | — |
| Fixed income AUM | 1.06T | Jun 30, 2026 | — |
| Liquidity AUM | 1.33T | Jun 30, 2026 | — |
| Loan and lease origination volume (in billions) | $12.3B | 2Q26 | — |
| MSR carrying value (period-end) | $9.1B | 2Q26 | — |
| Multi-asset AUM | 939B | Jun 30, 2026 | — |
| Nonaccrual loans to period-end loans | 0.35% | Jun 30, 2026 | — |
| Number of client advisors | 6,329 | 2Q26 | — |
| Number of stock plan participants | 1.98M | Jun 30, 2026 | — |
| Pre-provision profit non-GAAP | $30.71B | 2Q26 | — |
| Return on tangible common equity ("ROTCE") non-GAAP | 29% | 2Q26 | — |
| ROTCE non-GAAP | 29% | 2Q26 | — |
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| ROTCE excluding significant items non-GAAP | 23% | 2Q26 | — |
GAAP → non-GAAP reconciliationGAAP ROTCE $29
-$6 Significant items, percentage points
= ROTCE excluding significant items $23
|
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| Sales volume, excluding commercial card (in billions) | $373.1B | 2Q26 | — |
| Std. RWA | 2.1T | SECOND-QUARTER 2026 | — |
| Stock Plan Administration Client assets | 406B | Jun 30, 2026 | — |
| Supplementary leverage ratio ("SLR") | 5.5% | 2Q26 | — |
| Tangible book value per share non-GAAP | $113.35 | 2Q26 | — |
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| Third-party mortgage loans serviced (period-end) | $652.8B | 2Q26 | — |
| Tier 1 capital ratio - Standardized | 15.1% | 2Q26 | — |
| Tier 1 leverage ratio | 6.6% | 2Q26 | — |
| Total capital ratio - Standardized | 16.9% | 2Q26 | — |
| Total mortgage origination volume | $17.2B | 2Q26 | — |
| Total payments transaction volume (in trillions) | $1.9T | 2Q26 | — |
| Active mobile customers | 7% | 1Q26 | — |
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| Average loans | 1.5T | 1Q26 | — |
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| Basel III common equity Tier 1 capital | 291B | 1Q26 | — |
| Card Services net charge-off rate | 3.47% | 1Q26 | — |
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| Cash and marketable securities | 1.5T | 1Q26 | — |
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| CET1 Capital Ratios Advanced | 14.1% | 1Q26 | — |
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| Common stock net repurchases | 8.1B | 1Q26 | — |
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| Firm supplementary leverage ratio | 5.6% | 1Q26 | — |
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| Long-term AUM net inflows | 54B | 1Q26 | — |
| Net payout LTM | 82% | 1Q26 | — |
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| ROE | 19% | 1Q26 | — |
| Total Loss-Absorbing Capacity | 572B | 1Q26 | — |
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| Book value per share | $126.99 | 4Q25 | — |
| Client asset net inflows | 553B | 2025 | — |
| Common dividend | 4.1B | 4Q25 | — |
| Debit and credit card sales volume | 7% | 4Q25 | — |
| Global Investment Banking fees wallet share | 8.4% | 2025 | — |
| Managed overhead ratio non-GAAP | 51% | 4Q25 | — |
| Net new checking accounts | 1.7M | 2025 | — |
| New credit card accounts | 10.4M | 2025 | — |
| Reported overhead ratio | 52% | 4Q25 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Banks - Diversified — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
JPM
this stock
Jpmorgan Chase & Co
|
$934.43B | +9.1% | +2.8% | 15.1 | 1.1% |
|
BAC
Bank Of America Corp /De/
|
$431.38B | +12.2% | +6.8% | 14.2 | 1.4% |
|
HSBC
Hsbc Holdings PLC
|
$355.93B | +32.4% | — | — | 0.2% |
|
RY
Royal Bank Of Canada
|
$285.20B | +20.4% | — | — | 0.5% |
|
WFC
Wells Fargo & Company/Mn
|
$253.53B | -10.0% | -1.6% | 12.2 | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JPM | -3.1% | -0.5% | +18.2% | -0.1% | +9.1% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | -1.7% | -4.1% | +6.6% | -2.6% | -3.2% |
Capital returns
Latest dividend
$1.50
/ share · ex Jul 6, 2026
Paid (TTM)
$6.00
/ share · 4 payouts
Dividend yield (TTM, derived)
1.71%
Buyback program
· as of Jun 24, 2026
Authorized
$50.00B
Spent (derived)
—
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)
3658 filings
3519 filers
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