JPM · Jpmorgan Chase & Co

Track JPM — free

$330.83 -4.15 (-1.24%) At close · Sep 30

S&P 500 member Russell 1000 member Dow 30 member Rebalance outlook locked

Market Cap

$911.92B

2.66B

Volume · Sep 30 9.12M Avg daily vol (3M) 7.8M

Up next

Next earnings call

Oct 13, 2026 Scheduled · in 2 wks

Latest filing: 10-Q

filed Aug 6, 2026

Q2 2026 earnings call transcript

call held Jul 14, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

$199.41B

Trailing 12 months

Net income (TTM)

$65.07B

Trailing 12 months

Revenue growth YoY

+27.7%

Year over year

Operating margin

—

Trailing 12 months

P / E (TTM)

14.3

Trailing earnings · reciprocal yield 7.0%

FCF yield

—

TTM · current market cap

Return on invested capital

—

Trailing 12 months

Net cash

—

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

-3.6%

Year over year · fewer shares

Price change (1Y)

+6.1%

Trailing year

Short interest

0.9%

Latest settlement · 3.6 days to cover

View all 115 metrics

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Sell Momentum Neutral Sentiment Bullish Fundamentals Strong Quant / Vol Very Low

Market backdrop VIX 16.3 · calm Equity put/call 0.53

Technical

price trend

Sell

50 / 200-day cross No cross

Price vs 200-day avg +3%

above

Price vs 50-day avg −6%

below

RSI (14) 32

neutral

MACD trend Negative

52-week position 58%

mid-range

Momentum

relative strength

Neutral

1-month return −7%

trailing

6-month return +7%

trailing

YTD return +3%

this year

Relative strength −6%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $353 › 200d $322 — 50d above 200d

Institutional flow Accumulating

+1% holders QoQ · +236 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

0.90% of float · ▼ -9.6% MoM · 3.6 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

5,176 holders — near 3-yr high, broad support

Squeeze score 44

elevated · 0–100

Fundamentals

Strong

Revenue growth +3%

Y/Y

EPS growth +1%

Y/Y

Valuation P/E 14.7

below peers

Buyback $50.0B

authorized

Balance sheet $156.6B

net debt

Quant / Vol

risk profile

Very Low

Volatility 23%

annualized · 1-yr

Max drawdown −15%

past year

ATR 2.0%

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

what management promised — and delivered

Latest guidance · from the Earnings Call filed Jun 30, 2026

NII excluding markets · full-year 2026 Initiated $96.5B

Markets NII · full-year 2026 Initiated $9B

Adjusted expense · full-year 2026 Non-GAAP Initiated $107.5B

Card net charge-off rate · full-year 2026 Initiated 3.2%

Guided vs delivered · last 1 settled

Net interest income full year 2021

guided $53B

guided $53B $121.65B Beat +129.5%

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

Technicals

trend & momentum for long-term holders Sell

2 · 3 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+3% Bullish

Price vs 50-day avg

−6% Bearish

RSI (14)

32 Neutral

MACD trend

Negative Bearish

52-week position

58% Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $353 › 200d $322 — 50d above 200d

Institutional flow Accumulating

+1% holders QoQ · +236 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

0.90% of float · ▼ -9.6% MoM · 3.6 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

5,176 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $283 Now $331 · 58% Range high $365

vs 200-day avg +3% vs 50-day avg -6%

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
% of JPM mutual fund assets and ETFs rated as 4- or 5-star	58%	Three months ended June 30, 2026 filing	—
Active digital customers (in thousands)	76.71M	the three months ended June 30, 2026 filing	—
Active mobile customers	6%	the three months ended June 30, 2026 filing	—
Active mobile customers (in thousands)	63.75M	the three months ended June 30, 2026 filing	—
Allowance for loan losses to total retained loans	1.79%	2Q26 filing	—
Assets under management	5.1T	the three months ended June 30, 2026 filing	—
Average auto operating lease assets	21.1B	the three months ended June 30, 2026 filing	—
Average deposits	1.08T	the three months ended June 30, 2026 filing	—
Average loans retained	$825.36B	the three months ended June 30, 2026 filing	—
Backtesting gain days	44	the three months ended June 30, 2026 filing	—
Book value per share	$133.01	2Q26 filing	—
Business Banking average loans	18.3B	the three months ended June 30, 2026 filing	—
Business banking origination volume	0.7B	the three months ended June 30, 2026 filing	—
Card Services net charge-off rate	3.34%	the three months ended June 30, 2026 filing	—
Client investment assets	1.39T	the three months ended June 30, 2026 filing	—
Common equity Tier 1 ("CET1") capital ratio – Standardized	14.2%	2Q26 filing	—
Deposit margin	2.7%	the three months ended June 30, 2026 filing	—
Firm Liquidity coverage ratio ("LCR") (average)	110%	2Q26 filing	—
JPMorgan Chase Bank, N.A. LCR (average)	118%	2Q26 filing	—
Loan and lease origination volume	12.3B	the three months ended June 30, 2026 filing	—
Loans-to-deposits ratio	57%	2Q26 filing	—
MSR carrying value (period-end)	9.1B	the three months ended June 30, 2026 filing	—
Net charge-offs	$209M	the three months ended June 30, 2026 filing	—
Net yield excluding Markets non-GAAP	3.65%	three months ended June 30, 2026 filing	—
Number of branches	5,135	the three months ended June 30, 2026 filing	—
Number of client advisors	6,329	the three months ended June 30, 2026 filing	—
Overhead ratio	48%	2Q26 filing	—
Pre-provision profit non-GAAP	$30.03B	2Q26 filing	—
Return on assets	1.7%	2Q26 filing	—
Return on common equity ("ROE")	24%	2Q26 filing	—
Return on tangible common equity ("ROTCE") non-GAAP	29%	2Q26 filing	—
Sales volume, excluding commercial card	373.1B	the three months ended June 30, 2026 filing	—
Supplementary leverage ratio ("SLR")	5.5%	2Q26 filing	—
Tangible book value per share ("TBVPS") non-GAAP	$113.35	2Q26 filing	—
Third-party mortgage loans serviced (period-end)	652.8B	the three months ended June 30, 2026 filing	—
Tier 1 capital ratio – Standardized	15.1%	2Q26 filing	—
Tier 1 leverage ratio	6.6%	2Q26 filing	—
Total capital ratio – Standardized	17%	2Q26 filing	—
Total client assets	7.66T	Three months ended June 30, 2026 filing	—
Total mortgage origination volume	17.2B	the three months ended June 30, 2026 filing	—
Total payments transaction volume (in trillions)	1.9T	the three months ended June 30, 2026 filing	—
Total VaR	$49M	three months ended June 30, 2026 filing	—

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

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
JPM Jpmorgan Chase & Co this stock	$911.92B	+2.7%	+2.8%	14.7	0.0%
BAC Bank Of America Corp /De/	$384.32B	-1.0%	+6.8%	12.7	1.2%
HSBC Hsbc Holdings PLC	$345.38B	+26.2%	—	—	0.2%
RY Royal Bank Of Canada	$279.63B	+15.3%	—	—	0.2%
MUFG Mitsubishi Ufj Financial Group Inc	$264.29B	+45.5%	—	—	0.0%

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 Accumulating

Holders

5,176

% held: 76.9%
Net QoQ: +25.6M sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

1,741

View

Short & Settlement

Short Interest Falling

Shares short

24.0M

Days to cover: 3.6d
Change: -2.5M sh

View

Short Volume

Short vol %

31%

As of: Sep 30, 2026

Short Total

View

Fails to Deliver

FTD shares

11.3K

Value: $4.0M
As of: Sep 11, 2026

View

Off-Exchange

Off-exchange %

45.4%

Week of: Aug 24, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Sell

Member

John Boozman

Amount: $1.0K–$15.0K
Traded: Jul 23, 2026

View

Financials

Revenue (FY)

$182.4B

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

View

Buybacks

Authorized

$50.0B

View

Filings

SEC Filings

Latest

10-Q

Filed: Aug 6, 2026
This year: 25

View

Proposed Sales

Value

$127.8K

Shares: 433
Filed: Mar 23, 2026

View

Earnings & Events

Earnings Calls Upcoming

Next call

Oct 13, 2026

Last call: Jul 14, 2026

View

Investor Relations

Upcoming events

View

Performance

	5D	20D	120D	MTD	YTD
JPM	-2.0%	-6.8%	+6.6%	-7.1%	+2.7%
SPY	-0.7%	+0.1%	+12.2%	-0.6%	+11.8%
vs SPY	-1.3%	-6.9%	-5.6%	-6.5%	-9.2%

Capital returns

Declared · upcoming

$1.65 / share · ex Oct 6, 2026

Paid (TTM)

$0.00 / share · 0 payouts

Dividend yield (TTM, derived)

— · no payout in the trailing year

Buyback program · as of Jul 1, 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) 108 filings 47 filers Visit website Investor relations

JPM · Jpmorgan Chase & Co

Price & Indicators

Up next

Metrics snapshot

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns