JPMorgan Chase & Co JPM

Morningstar Rating
$332.38 −0.80 (0.24%)
View Full Chart

Company Report

JPMorgan Chase: Can't Derail This $5-Trillion Freight Train

We view JPMorgan Chase’s strategy as an industry outlier in the best possible way, having meticulously constructed a comprehensive ecosystem that continues to distance itself from competitors, boasting the top market share in global investment banking fees, institutional trading revenue, domestic deposit market share, payment volume, domestic merchant acquiring, and credit card issuance. While each segment is a formidable competitor on a stand-alone basis, we view JPMorgan’s strategy as cogent, as we ultimately believe the whole is greater than the sum of its parts, allowing the firm to forge deeper consumer and commercial relationships more profitably than competing institutions can.

Price vs Fair Value

JPM is trading at a LOCK|#kB<s& premium.
Price
$333.18
Fair Value
>Qr
Uncertainty
LOCK|^TlN
1-Star Price
LOCK|V.z
5-Star Price
LOCK|?.Qv
Economic Moat
LOCK|%%
Capital Allocation
LOCK|vlDBT$&Z

Bulls Say, Bears Say

Bulls

JPMorgan Chase could white-label its infrastructure to small and midsized banks, such as a licensing fee to run digital payments on its Kinexys rail, generating further revenue diversification with SaaS-like margins.

Bears

Jamie Dimon’s eventual succession remains one of the largest keyman risks in the financial sector. Any sign of a leadership vacuum or a shift away from his fortress philosophy could lead to a significant valuation derating.

News

Articles & Videos

Trading Information

Previous Close Price
$333.18
Day Range
$330.00–334.85
52-Week Range
$279.10–366.50
Bid/Ask
$332.40 / $332.50
Shares Outstanding
2.66B
Market Cap
$883.53B
Volume/Avg
7M / 8M

Key Statistics

Price/Earnings (Normalized)
15.00
Price/Sales
4.67
Dividend Yield (Trailing)
1.80%
Dividend Yield (Forward)
1.98%
Dividend Payment Schedule
Jan, Apr, Jul, Oct
Total Yield
5.38%

Company Profile

JPMorgan is a leading global financial services firm with operations in 66 countries and over 320,000 employees as of June 2026. Under the JPMorgan brands, the bank holding company boasts a $5.0 trillion balance sheet and $2.71 trillion in deposits, as of June 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 $7.6 trillion in client assets within its wealth and asset management franchise.
Sector
Financial Services
Industry
Banks - Diversified
Stock Style Box
Large Value
Total Number of Employees
320,560

Competitors

Valuation

Metric
JPM
C
WFC
Price/Earnings (Normalized)
15.0012.3111.80
Price/Book Value
2.501.111.47
Price/Sales
4.672.502.91
Price/Cash Flow
10.247.308.20
Price/Earnings
JPM
C
WFC

Financial Strength

Metric
JPM
C
WFC
Quick Ratio
———
Current Ratio
———
Interest Coverage
———
Quick Ratio
No chart available

Profitability

Metric
JPM
C
WFC
Return on Assets (Normalized)
1.31%0.74%1.09%
Return on Equity (Normalized)
17.86%10.36%14.11%
Return on Invested Capital (Normalized)
———
Return on Assets
JPM
C
WFC

Banks - Diversified Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Bank of America Corp
BAC
LOCK|%xqCF>LOCK|&$h$376B
HSBC Holdings PLC ADR
HSBC
LOCK|$q<C&<SLOCK|jcq&$326B
Royal Bank of Canada
RY
LOCK|$Z^z&FrLOCK|x%<$270B
Mitsubishi UFJ Financial Group Inc ADR
MUFG
LOCK|>!NhpqKLOCK|!$N$256B
Wells Fargo & Co
WFC
LOCK|?$dmqq%LOCK|xj$243B
Citigroup Inc
C
LOCK|#$Q%cVLOCK|YL$213B
Banco Santander SA ADR
SAN
LOCK|P%VW#lLOCK|%@R#$194B
The Toronto-Dominion Bank
TD
LOCK|d@tY@<?LOCK|Z#>$192B
Banco Bilbao Vizcaya Argentaria SA ADR
BBVA
LOCK|HzgN&?x?LOCK|&%Tr$148B

Sponsor Center