Key Metrics
Price Performance
30-DAY PRICE CHART
1-YEAR PERFORMANCE
Decision Support
What Matters Now
- Credit quality, deposit stability, and how management navigates the rate cycle usually drive the next rerating.
- JPM is valued near its sector range at 14.2x earnings versus 12.5x for peers, so the next move likely needs a real earnings or guidance catalyst.
- JPM carries a beta of 1.02, which means the stock should be judged on how it affects total portfolio swings, not just on standalone upside.
- Relative performance versus BAC, WFC, GS matters here because leadership inside financial services rarely stays static for long.
Portfolio Use Case
- JPM is more relevant for investors who want some income support alongside price appreciation, not just pure growth exposure.
- The risk profile looks balanced enough for a diversified core-plus portfolio, provided the position size reflects sector concentration.
- The stock becomes more useful when paired with an explicit catalyst watchlist, because sector sentiment can shift quickly around policy, rates, or pipeline news.
What Would Change the View
- A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in JPM.
- The view would need revisiting if peers such as BAC, WFC, GS start winning the marginal flow or posting cleaner operating momentum.
Methodology
- Price, market cap, beta, yield, and liquidity fields for JPM come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for Financial Services so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as BAC, WFC, GS.
Sources
Live quote, valuation, beta, yield, and volume fields used for JPM. Last refresh: May 29, 2026, 10:11 AM.
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
Comparative context for this page is anchored around nearby tracked names such as BAC, WFC, GS.
Editorial note
Written by Portfolio Terminal Research. Template updated 3/24/2026, with market data refreshed from the latest feed on 5/29/2026, 10:11:49 AM. This page is designed for research workflow and portfolio monitoring, not personalized investment advice.
Financial Services Sector Context
Competitors Analysis
Compare JPM's key metrics against its main financial services sector competitors.
| COMPANY | PRICE | MARKET CAP | SECTOR | |
|---|---|---|---|---|
| $296.73 | $795.09B | Financial Services | — | |
| $50.77 | $360.29B | Financial Services | VIEW → | |
WFWFC | $76.65 | $234.56B | Financial Services | VIEW → |
GSGS | $1008.37 | $297.48B | Financial Services | VIEW → |
Technical Analysis
JPMorgan Chase & Co. is currently trading at $296.73, which is 12.0% below its 52-week high. With a beta of 1.02, the stock shows average sensitivity to market movements.
Frequently Asked Questions
Is JPM a good buy right now?
JPMorgan Chase & Co. trades at 14.2x earnings. This is below market average, potentially undervalued. Current risk level is Medium based on 21.5% volatility.
Does JPM pay dividends?
Yes, JPMorgan Chase & Co. offers a dividend yield of 2.02%. This translates to approximately $5.99 per share annually.
How volatile is JPM?
With 30-day annualized volatility of 21.5% and beta of 1.02,JPM is classified as Medium risk. Expect larger swings than the broader market during volatile periods.
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