Digital Assets Are Moving Into Mainstream Finance
As the financial system evolves, you need to have the proper knowledge to make the best decisions for your portfolio.
Charles Rotblut
A+ Stock Grade Summary:
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COMPANY SUMMARY
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Commentary & Analysis
An Individual Investor’s Intro to Stablecoins
Initially used for cryptocurrency trading, stablecoins are becoming an alternative for payment systems that could eventually supplant credit cards.
Charles Rotblut, Laura Shin
2026 Robo-Advice Landscape: Survivors Search for the Next Leg of Growth
With most early adopters already established as clients, robo-advice platforms compete on scale, pricing, planning depth and customization.
Ken Schapiro
Stocks Gone Wild and Other April Charts of Interest
This month’s charts of interest highlight stock/bond correlations, gasoline prices and why investment expenses still matter.
Charles Rotblut
Wide Valuation Dispersion Creates Stock-Picking Opportunities
A look at our A+ Investor Value Grade percentile rankings to assess whether stocks are currently cheap or expensive relative to all other stocks.
Charles Rotblut
Financial Summary
| Share Statistics | JPM | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $932,629.5 | $719.5 | 100% |
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| Shares Out (Mil) | 2,720.2 | 15.6 | 98% |
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| Institutional Ownership | 99.5% | 83.3% | 89% |
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| Float (Mil) | 2,643.9 | 21.2 | 97% |
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| Beta | 0.98 | 0.46 | 59% |
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| Avg Daily Volume (000s) | 7,970 | 51 | 95% |
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| Price Change (52-week) |
18.1% | 96.5% | 60% |
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| Growth | JPM | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 10.4% | 7.6% | 60% |
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| Net Income (5yr) | 14.4% | 11.1% | 62% |
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| EPS (5yr) | 17.7% | 10.1% | 64 |
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| Dividends (5yr) | 10.0% | 3.6% | 98% |
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| Cash Flow (5yr) | (20.4%) | (17.0%) | 32% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 7 | 9 | 12 | |
| Current EPS | $5.902 | $24.072 | $24.796 | |
| Month Ago EPS | $5.456 | $22.530 | $23.725 | |
| # Rev Up | 1 | 1 | 1 | |
| # Rev Down | 0 | 0 | 0 | |
| Three Months Ago EPS | $5.461 | $22.323 | $23.607 | |
| Year/Year Chg | (0.6%) | 20.2% | 31.9% | |
| Financials | JPM | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $173,559 | $190 | 99% |
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| Net Income (TTM) (Mil) | $58,899 | $51 | 100% |
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| EPS (TTM) | $20.908 | $2.500 | 98% |
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| Operating Cash Flow (TTM) (Mil) | ($107,704) | $34 | 0% |
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| Net Cash Flow (TTM) (Mil) | ($113,761) | $1 | 0% |
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| Long-Term Debt (Q1) (Mil) | $485,144 | $98 | 100% |
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| Enterprise Value (Q1) (Mil) | na | $0 | na |
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| Valuation | JPM | Industry Median |
Percentile (All Stocks) |
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| P/B | 2.73 | 1.26 | 62% |
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| P/E | 16.8 | 12.9 | 42% |
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| Dividend Yield | 1.7% | 2.2% | 74% |
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| PEG (5yr hist) | 0.9 | 1.1 | 42% |
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| Ratios | JPM | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | na | 68.8% | na |
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| Net Margin | 34.9% | 28.9% | 92% |
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| ROA | 1.3% | 1.0% | 50% |
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| ROE | 17.4% | 11.1% | 76% |
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| Liabilities to Assets | 92.6% | 89.8% | 90% |
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| F-Score | 2 | 4 | 7% |
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Passing Stock Screens
As of 7/30/2026, from a list of 60 stock screening strategies,
FACTOR STRATEGY
Est Rev: Top 30 Up
Factors: Earnings Estimates
Introduction to the use of earnings estimates.
| Performance Since Inception: | 21.6% |
| +/- S&P 500: | +14.1 |
FACTOR STRATEGY
P/E Relative Screen
Factors: Value, Earnings Estimates
A screen that looks at the relationship of a stock's price-earnings ratio to that of the industry and market.
| Performance Since Inception: | 13.7% |
| +/- S&P 500: | +6.2 |
