JPMorgan Chase (JPM) Research Report — Score, Intrinsic Value, Peer Rankings

JPMorgan Chase (JPM)Financial Services / Banks - Diversified

StockRover

Stock Report | September 06, 2026

$358.64 -$3.42(-0.94%)as of Friday's close

52‑wk Range

$279.10

$366.50

Cap ($M USD) $953,331

P/E 15.4

EPS (1Y)19.7%

Dividend$6.00

Last Filing06/30/26

Sales ($M)194,911

Fwd. P/E 14.3

Sales (1Y)11.3%

Fwd. Yield 1.7%

Next Earnings10/13/26

JPM has performed nearly in line with the S&P 500 over the past year.

JPM has outperformed its sector by 11.4% in the past year.

The Financial Services sector has underperformed the market by -10.4% in the past year.

ANALYST CONSENSUS

Buy

The consensus rating is unchanged from 1 month ago.

Strong Buy

Buy

Hold

Sell

Strong Sell

Strong BuyBuyHoldSellStrong Sell

QUANTITATIVE SCORES

Fair Value

$317.97

Uncertain Confidence

Margin of Safety

-11%

The Margin of Safety is the difference between a company's Fair Value and the current price. See more on page 8.

Value Score

Value Score: Our value score looks at EV/EBITDA, P/E, P/S, P/TB (Price/Tangible Book) and EPS Predictability. P/S and P/TB are compared within a sector. Other metrics are compared across all stocks

Quality Score

Quality Score: Our quality score compares profitability and balance sheet metrics to find high quality companies using ROIC, Net Margin, Gross Margin, Interest Coverage, and Debt / Equity metrics.

Growth Score

Growth Score: Our growth score looks at the 5 year history and the forward estimates for EBITDA, Sales, and EPS growth, ranking the best companies across all stocks.

Sentiment Score

Sentiment Score: Our sentiment score finds stocks in favor by analyzing Short Interest, returns in key periods over the last year, Price vs. 52-wk High, Days Since 52-wk High and MACD signals.

BUSINESS SUMMARY

JPMorgan is a leading global financial services firm with operations in 66 countries and over 318,000 employees as of year-end 2025. Under the JPMorgan brands, the bank holding company boasts a $4.9 trillion balance sheet and $2.68 trillion in deposits, as of March 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over 5,000 US branches, and manages over $7.1 trillion in client assets within its wealth and asset management franchise.

Employees 320,560Homepage www.jpmorganchase.comHeadquarters New York, NY

JPMorgan Chase (JPM)Financial Services / Banks - Diversified

StockRover

Stock Report | September 06, 2026

VALUATION SUMMARY

	JPM	Industry	S&P 500
Value Score	58	76	72
Price / Earnings	15.4	12.1	26.9
Price / Sales	5.0	3.8	3.7
Price / Free Cash Flow	-	6.3	36.1
Price / Book	2.7	1.3	5.9
Price / Tangible Book	3.3	9.6	382.3
EV / EBITDA	-	-	19.3
EPS Predict. Pctl.	93	83	72
Piotroski F Score	5	5	6

5‑Year P/E Range	7.4 16.9
5‑Year P/B Range	1.2 2.7
5‑Year P/S Range	2.5 5.3

GROWTH SUMMARY

	JPM	Industry	S&P 500
Growth Score	48	63	77
Sales Growth
Sales Growth Next Year	2.5%	4.7%	22.6%
Sales 1‑Year Chg (%)	11.3%	5.8%	21.3%
Sales 3‑Year Avg (%)	10.7%	6.4%	14.7%
Sales 5‑Year Avg (%)	10.0%	5.7%	13.1%
EPS Growth
Next Yr. Growth Est.	3.3%	7.5%	21.1%
EPS 1‑Year Chg (%)	19.7%	10.6%	34.5%
EPS 3‑Year Avg (%)	14.5%	9.5%	18.5%
EPS 5‑Year Avg (%)	9.2%	7.4%	14.3%

PEERS ANALYSIS SUMMARY

Ticker

Cell value has been edited

Company

Cell value has been edited

Cap ($M USD)

Cell value has been edited

P/E

Cell value has been edited

Fwd. Yield

Cell value has been edited

1M Return

Cell value has been edited

1Y Return

Cell value has been edited

Margin of Safety

Cell value has been edited

Value Score

Cell value has been edited

Growth Score

Cell value has been edited

Quality Score

Cell value has been edited

JPM

JPMorgan Chase

$953,331

15.4

1.7%

0.3%

20.3%

BAC

Bank of America

$440,541

14.5

2.0%

0.2%

27.2%

HSBC

HSBC Holdings

$363,323

15.3

3.5%

1.5%

72.2%

-9%

MUFG

Mitsubishi UFJ Finl Gr

$273,715

16.2

2.2%

10.4%

62.0%

WFC

Wells Fargo

$272,069

13.1

2.1%

2.4%

12.3%

Citigroup

$231,016

14.8

2.0%

0.6%

44.9%

SAN

Banco Santander

$216,485

14.6

1.9%

3.2%

59.8%

UBS

UBS Group

$169,101

18.8

2.0%

3.6%

40.6%

SMFG

Sumitomo Mitsui Finl Gr

$168,914

16.2

2.2%

9.8%

69.8%

BBVA

$163,104

13.5

3.7%

4.9%

67.9%

BNY

Bank of New York Mellon

$111,844

19.2

1.4%

5.1%

58.9%

BCS

Barclays

$93,183

10.4

2.3%

-2.6%

37.3%

27%

JPMorgan Chase (JPM)Financial Services / Banks - Diversified

StockRover

Stock Report | September 06, 2026

PROFITABILITY SUMMARY

	JPM	Industry	S&P 500
Quality Score	54	54	75
Gross Margin	0.0%	0.0%	32.8%
Operating Margin	47.3%	26.1%	16.8%
Net Margin	33.4%	31.6%	13.7%
Return on Assets	1.4%	0.8%	15.0%
Return on Equity	17.0%	11.5%	40.1%
ROIC	17.8%	14.6%	27.5%

RETURNS SUMMARY

	JPM	Industry	S&P 500
Sentiment Score	87	77	58
5‑Day Return	0.3%	2.5%	0.1%
1‑Month Return	0.3%	2.6%	-0.2%
YTD Return	12.9%	21.7%	13.4%
1‑Year Return	20.3%	36.1%	20.0%
3‑Year Return	160.9%	164.7%	77.4%
5‑Year Return	154.8%	162.2%	82.1%
Beta 1‑Year	0.79	0.67	1.00

DIVIDEND

	JPM	Industry
Forward Dividend Yield	1.7%	2.9%
Payout Ratio	25.7%	34.6%
TTM Yield	1.7%	-
Fwd. Div. Per Share	$6.00	$2.53
Div. 1Y Chg (%)	7.1%	-
Div. 3Y Avg (%)	14.5%	-
Div. 5Y Avg (%)	10.8%	-
Cons. Growth Years	10+	-
Div. Coverage Ratio	3.9	2.8

DEBT & EQUITY

Price	$358.64
Net Cash Per Share	-$82.04
Equity Per Share	$133.01
Debt / Equity	1.4
Solvency Ratio	16%
Short % of Float	1.0%

ANALYST REVISIONS

Current Quarter EPS
# Up Last 30 days	7.00
# Down Last 30 days	0.00
Mean Estimate	5.91
% Change (30 Days)	2.70%

Next Quarter EPS
# Up Last 30 days	7.00
# Down Last 30 days	0.00
Mean Estimate	5.95
% Change (30 Days)	2.36%

MEAN ESTIMATE TREND

	Cur Qtr	Next Qtr	Cur Year	Next Year
Latest	$5.91	$5.95	$24.21	$25.01
30 Days Ago	$5.75	$5.81	$23.87	$24.45
90 Days Ago	$5.45	$5.49	$22.37	$23.63
% Change (90 Days)	8.4%	8.2%	8.2%	5.8%

JPMorgan Chase (JPM)Financial Services / Banks - Diversified

StockRover

Stock Report | September 06, 2026

EARNINGS SURPRISES

Earnings surprise is the difference between a company's announced earnings and the average analyst estimated value. Surprises typically causes the stock price to jump and are often followed by more of the same surprise type.

Surprise Summary (Last 12 Quarters)

Surprise Type	Amount	Percent
Positive Quarters (> 2%)	10	83.3%
Negative Quarters (< 2%)	2	16.7%
In-Line Quarters (within 2%)	0	-

Surprise Detail (Last 6 Quarters)

Surprise Type	Announce Date	Period End Date	Actual EPS	Est. EPS	Surprise (%)
Positive	07/14/26	06/30/26	$6.14	$5.80	5.9%
Positive	04/14/26	03/31/26	$5.94	$5.51	7.8%
Negative	01/13/26	12/31/25	$4.63	$4.82	-3.9%
Positive	10/14/25	09/30/25	$5.07	$4.87	4.1%
Positive	07/15/25	06/30/25	$4.96	$4.48	10.7%
Positive	04/11/25	-	$5.07	$4.64	9.3%

RISK

	JPM	Industry	S&P 500
Best Monthly Return (5Y)	16.8%	8.5%	9.6%
Worst Monthly Return (5Y)	-13.3%	-9.2%	-9.6%
Beta 1‑Year	0.79	0.67	1.00
Volatility 1‑Year	0.22	0.13	0.13
Volatility 1Y Pctl.	20	-	-
Max Drawdown 1‑Year	-15.5%	-16.0%	-8.8%
Max Drawdown 3‑Year	-24.4%	-21.8%	-18.7%
Max Drawdown 5‑Year	-38.8%	-32.3%	-24.6%

SEASONALITY

Seasonal Performance vs the S&P 500

5-YEAR RELATIVE PERFORMANCE VS S&P 500

Relative to the S&P 500 baseline, JPM has outperformed the S&P 500 by 71.2% in the past 5 Years.

JPM has outperformed its sector by 86.9% in the past 5 Years.

The Financial Services sector has underperformed the market by -15.7% in the past 5 Years.

JPMorgan Chase 5-YEAR RELATIVE PERFORMANCE VS S&P 500 chart

JPMorgan Chase (JPM)Financial Services / Banks - Diversified

StockRover

Stock Report | September 06, 2026

Overall Rating
vs. Peers

Ratings scores are relative to industry groups. They compare key metrics to rank stocks vs. their competitors.
For example, higher growth than peers will score high even when the absolute growth is below the market average.

Growth vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Growth Rating vs. Peers

Cell value has been edited

Sales QoQ Chg.

Cell value has been edited

Eps QoQ Chg.

Cell value has been edited

Sales Growth Next Y.

Cell value has been edited

Sales 1Y Chg (%)

Cell value has been edited

Sales 3Y Avg (%)

Cell value has been edited

Sales 5Y Avg (%)

Cell value has been edited

JPM

JPMorgan Chase

17.8%

47.0%

2.5%

11.3%

10.7%

10.0%

BAC

Bank of America

15.0%

34.4%

5.2%

14.1%

5.9%

7.1%

WFC

Wells Fargo

10.0%

25.0%

4.5%

6.9%

2.7%

3.1%

HSBC

HSBC Holdings

7.9%

69.2%

5.3%

6.8%

4.0%

2.4%

MUFG

Mitsubishi UFJ Finl Gr

27.5%

50.9%

11.9%

18.6%

11.7%

11.5%

Valuation vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Valuation Rating vs. Peers

Cell value has been edited

P/E

Cell value has been edited

Fwd. P/E

Cell value has been edited

PEG Trailing

Cell value has been edited

P/S

Cell value has been edited

P/B

Cell value has been edited

5Y P/E Range

Cell value has been edited

WFC

Wells Fargo

13.1

11.3

1.0

3.3

1.7

7.6

33.1

HSBC

HSBC Holdings

15.3

11.3

0.6

5.0

1.9

5.2

19.9

MUFG

Mitsubishi UFJ Finl Gr

16.2

14.3

0.6

5.5

1.9

6.8

30.6

BAC

Bank of America

14.5

11.9

1.9

3.9

1.6

7.1

18.6

JPM

JPMorgan Chase

15.4

14.3

1.7

5.0

2.7

7.4

16.9

Efficiency vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Efficiency Rating vs. Peers

Cell value has been edited

Gross Margin

Cell value has been edited

Operating Margin

Cell value has been edited

Net Margin

Cell value has been edited

5Y ROE Range

Cell value has been edited

5Y ROA Range

Cell value has been edited

JPM

JPMorgan Chase

0.0%

47.3%

33.4%

12.2%

17.0%

1.0%

1.5%

HSBC

HSBC Holdings

0.0%

34.5%

5.7%

12.5%

0.0%

0.3%

WFC

Wells Fargo

0.0%

36.2%

26.0%

7.0%

12.0%

0.7%

1.1%

MUFG

Mitsubishi UFJ Finl Gr

0.0%

40.8%

33.8%

2.4%

11.9%

0.1%

0.6%

BAC

Bank of America

0.0%

39.7%

28.2%

7.4%

11.3%

0.7%

1.1%

Financial Strength vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Financial Str. Rating vs. Peers

Cell value has been edited

Debt / Equity

Cell value has been edited

Interest Coverage

Cell value has been edited

Quick Ratio

Cell value has been edited

Intangibles %

Cell value has been edited

Solvency Ratio

Cell value has been edited

Short % of Float

Cell value has been edited

BAC

Bank of America

1.3

2.0%

11%

0.0%

HSBC

HSBC Holdings

0.7

0.4%

19%

0.0%

MUFG

Mitsubishi UFJ Finl Gr

1.4

0.5%

11%

0.1%

WFC

Wells Fargo

1.2

1.4%

18%

0.0%

JPM

JPMorgan Chase

1.4

1.3%

16%

1.0%

Dividends vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Dividends Rating vs. Peers

Cell value has been edited

Fwd. Yield

Cell value has been edited

TTM Yield

Cell value has been edited

Price

Cell value has been edited

Fwd. Div. Per Share

Cell value has been edited

Consecutive Div. Growth Years

Cell value has been edited

Payout Ratio

Cell value has been edited

HSBC

HSBC Holdings

3.5%

$107.11

$3.75

53.2%

WFC

Wells Fargo

2.1%

$89.97

$1.85

25.9%

JPM

JPMorgan Chase

1.7%

$358.64

$6.00

10+

25.7%

BAC

Bank of America

2.0%

1.9%

$62.68

$1.28

10+

25.5%

MUFG

Mitsubishi UFJ Finl Gr

2.2%

$24.09

$0.54

35.2%

Momentum vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Momentum Rating vs. Peers

Cell value has been edited

1M Return

Cell value has been edited

3M Return

Cell value has been edited

6M Return

Cell value has been edited

YTD Return

Cell value has been edited

1Y Return

Cell value has been edited

Beta 1Y

Cell value has been edited

Volatility 1Y

Cell value has been edited

Price vs 52‑wk High (%)

Cell value has been edited

MUFG

Mitsubishi UFJ Finl Gr

10.4%

20.1%

39.6%

54.9%

62.0%

0.96

0.26

99.3%

HSBC

HSBC Holdings

1.5%

16.2%

27.6%

41.4%

72.2%

1.22

0.27

99.3%

BAC

Bank of America

0.2%

16.9%

26.6%

15.8%

27.2%

0.71

0.21

96.1%

JPM

JPMorgan Chase

0.3%

15.9%

20.9%

12.9%

20.3%

0.79

0.22

97.9%

WFC

Wells Fargo

2.4%

10.9%

8.4%

-1.9%

12.3%

0.75

0.26

92.0%

JPMorgan Chase (JPM)Financial Services / Banks - Diversified

StockRover

Stock Report | September 06, 2026

DIVIDEND DETAIL

CALENDAR YEAR DIVIDEND HISTORY

Year

Cell value has been edited

Ex-Dividend Date

Cell value has been edited

Pay Date

Cell value has been edited

Text

Cell value has been edited

Amount

Cell value has been edited

2026 Dividends

$4.50

07/06/26

07/31/26

Regular

$1.50

04/06/26

04/30/26

Regular

$1.50

01/06/26

01/31/26

Regular

$1.50

2025 Dividends

$5.55

10/06/25

10/31/25

Regular

$1.50

07/03/25

07/31/25

Regular

$1.40

04/04/25

04/30/25

Regular

$1.40

01/06/25

01/31/25

Regular

$1.25

2024 Dividends

$4.60

10/04/24

10/31/24

Regular

$1.25

07/05/24

07/31/24

Regular

$1.15

04/04/24

04/30/24

Regular

$1.15

01/04/24

01/31/24

Regular

$1.05

2023 Dividends

$4.05

10/05/23

10/31/23

Regular

$1.05

07/05/23

07/31/23

Regular

$1.00

04/05/23

04/30/23

Regular

$1.00

01/05/23

01/31/23

Regular

$1.00

2022 Dividends

$4.00

10/05/22

10/31/22

Regular

$1.00

07/05/22

07/31/22

Regular

$1.00

04/05/22

04/30/22

Regular

$1.00

01/05/22

01/31/22

Regular

$1.00

UPCOMING DIVIDEND

Cell value has been edited

Ex-Dividend Date

07/06/26

Payment Date

07/31/26

Amount

$1.50

Type

Regular

DIVIDEND RATE

Cell value has been edited

Regular Dividend

$1.50

Forward Dividend Rate

$6.00

Forward Dividend Yield

1.7%

Trailing 12 Months Dividends

$6.00

Trailing 12 Months Yield

1.7%

STATISTICS

Cell value has been edited

Payout Ratio

25.7

Dividend Coverage Ratio

3.9

Consecutive Growth Years

10+

3 Year Growth Rate

14.5%

5 Year Growth Rate

10.8%

10 Year Growth Rate

12.1%

JPMorgan Chase (JPM)Financial Services / Banks - Diversified

StockRover

Stock Report | September 06, 2026

FINANCIAL STATEMENT SUMMARY

Income Statement

Revenue

Operating Income

Net income

Earnings per share diluted

Average shares diluted

P/E Ratio

Balance Sheet

Cash

Net Property, Plant and Equipment

Net Debt

Stockholders' Equity

Cash Flow

Operating Cash Flow

Free Cash Flow

Free Cash Flow per share

Profitability

Operating Margin

Return on Assets

Return on Equity

Return on Invested Capital

Dividends

Dividends Per Share

Dividend Yield

Dividend Growth

Dividend Coverage

121,685

127,727

154,952

169,439

181,847

194,911

10.6%

50,768

51,853

73,176

79,884

85,805

92,179

13.6%

48,334

37,676

49,552

58,471

57,048

65,067

6.6%

$15.36

$12.09

$16.23

$19.75

$20.02

$23.34

9.4%

3,027

2,970

2,943

2,879

2,782

2,731

-2.2%

10.0

11.3

10.2

13.3

16.0

15.4

9.6%

740,834

567,234

624,151

469,317

343,338

309,811

-17.0%

27,070

27,734

30,157

32,223

36,244

37,701

7.3%

-386,235

-227,342

-187,614

-15,006

156,644

223,142

22.4%

294,127

292,332

327,878

344,758

362,438

374,598

5.3%

78,084

107,119

12,974

-42,012

-147,782

-162,534

78,084

107,119

12,974

-42,012

-147,782

-162,534

$25.80

$36.07

$4.41

-$14.59

-$53.13

-$59.52

41.7%

40.6%

47.2%

47.1%

47.2%

47.3%

2.7%

1.3%

1.0%

1.3%

1.4%

1.3%

1.4%

1.6%

15.8%

12.3%

14.6%

16.5%

15.4%

17.0%

1.5%

8.0%

9.8%

16.9%

19.8%

17.8%

18.6%

$3.70

$4.00

$4.05

$4.60

$5.55

$6.00

10.9%

2.5%

3.0%

2.5%

2.1%

1.9%

1.7%

-8.5%

8.1%

1.2%

13.6%

20.7%

13.2%

4.0x

3.0x

4.0x

4.1x

3.5x

3.9x

-0.8%

USD in Millions

Cell value has been edited

Chart

Cell value has been edited

2021

Cell value has been edited

2022

Cell value has been edited

2023

Cell value has been edited

2024

Cell value has been edited

2025

Cell value has been edited

TTM

Cell value has been edited

CAGR

Cell value has been edited

VALUATION & PROFITABILITY HISTORY

Date

Cell value has been edited

TTM

Cell value has been edited

1 Yr Ago

Cell value has been edited

2 Yrs. Ago

Cell value has been edited

3 Yrs. Ago

Cell value has been edited

4 Yrs. Ago

Cell value has been edited

Price / Earnings

15.4

14.9

13.2

10.8

8.4

Price / Cash Flow

11.5

4.3

Price / Book

2.7

2.5

2.0

1.6

1.3

Price / Tangible Book

3.3

3.1

2.6

2.0

1.7

Price / Sales

5.0

4.1

3.2

2.8

EV / EBITDA

Forward Dividend Yield

1.7%

1.8%

2.1%

2.7%

3.5%

Shareholder Yield

5.0%

4.9%

4.0%

3.9%

6.7%

Gross Margin

0.0%

Net Margin

33.4%

32.3%

33.3%

32.4%

Return on Assets

1.4%

1.3%

1.4%

1.3%

1.0%

Return on Equity

17.0%

15.5%

15.3%

14.7%

13.0%

ROIC

17.8%

18.4%

18.9%

14.4%

7.1%

JPMorgan Chase (JPM)Financial Services / Banks - Diversified

StockRover

Stock Report | September 06, 2026

WARNINGS

Name

Cell value has been edited

Severity

Cell value has been edited

Details

Cell value has been edited

We found no investor warnings

REPORT TIPS

Metric Definitions

Metric descriptions are available at
stockrover.com/help/metrics/metric-overview

Quantitative Scores

Our scores analytics is to offer our concise analysis of a stock in powerful, but easy to digest format. Each of the composite score metrics are designed to use the best available accounting practices as well as source data from SEC filings. The scores are computed for a company vs. the market as a whole.

Fair Value

Fair value performs a forecasted discounted cash flow analysis of a company to determine the company's intrinsic value based on the expected future cash flows the company will produce. It basically determines what a company is worth based on how much cash flow it is expected to generate for you in the future, taking into account the time value of money and the predictability of those forecasted cash flows.

Peers

Peer ratings are computed from ranking companies in the same industry group. The selection of peers shown in the tables above are chosen from the same industry and closest proximity of revenue.

DISCLAIMER

Financial Statements and Historical Prices Provided by Morningstar. © 2026 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Stock Rover and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely.

The information provided does not constitute investment advice, nor does it constitute a recommendation to buy or sell any security. Stock Rover LLC and its content providers are not responsible for any losses resulting from trading decisions arising from any use of this information. Past performance is no guarantee of future results.

The information provided is as of the date written and is subject to change without notice

Additional data provided by Zacks, Intrinio, Quandl, Yodlee, IEX Cloud

JPMorgan Chase (JPM) Research Report — September 06, 2026

ANALYST CONSENSUS

QUANTITATIVE SCORES

BUSINESS SUMMARY

VALUATION SUMMARY

GROWTH SUMMARY

PEERS ANALYSIS SUMMARY

PROFITABILITY SUMMARY

RETURNS SUMMARY

DIVIDEND

DEBT & EQUITY

ANALYST REVISIONS

MEAN ESTIMATE TREND

EARNINGS SURPRISES

RISK

SEASONALITY

5-YEAR RELATIVE PERFORMANCE VS S&P 500

Growth vs Peers

Valuation vs Peers

Efficiency vs Peers

Financial Strength vs Peers

Dividends vs Peers

Momentum vs Peers

DIVIDEND DETAIL

Returns

CALENDAR YEAR DIVIDEND HISTORY

UPCOMING DIVIDEND

DIVIDEND RATE

STATISTICS

FINANCIAL STATEMENT SUMMARY

VALUATION & PROFITABILITY HISTORY

WARNINGS

REPORT TIPS

DISCLAIMER