JPM

JPMorgan Chase & Co.

NYQ · Financial Services

$338.56

$1.03 (+0.31%)up 0.31%

24 September 2026 · delayed 15+ min

C

Quality score76.9 / 100

Cut-offs are the grader's own: 97+ for an A+, below 60 is an F.

JPMorgan Chase & Co. earns a C on excellent profit margins (>20%) and strong revenue growth (>20%) but MACD bearish (negative histogram). Good investment opportunity with solid fundamentals.

Model stance BUY Suggested position 8.0% · $800.00 IQInvest estimate
Adjusted for Moderate investors, Medium-term investors 8.0% suggested allocation Change these

These change the suggested position size and the stance, not the category scores. Amount is in dollars.

IQ-JPM-20260924engine v1 · 7-category weighted scorecard

What it is worth, depending who you ask.

Today’s price against the year it has had and the targets analysts publish. Every marker is a reported figure, not a projection of ours.

52-week low

$279.10

Lowest analyst target

$305.00

Today's price

$338.56

52-week high

$366.50

Mean analyst target

$374.24

Highest analyst target

$436.00

JPM trades 68% of the way up its 52-week range, between $279.10 and $366.50. The mean analyst target of $374.24 is 10.5% above today's price.

Today’s price 52-week range Analyst price targets

Scored categories

Financial healthExcellent profit margins (>20%); Strong revenue growth (>20%) 80.023%

Profit margin

34.92%

Net profit per unit of revenue

exceptionalWhat this means

Of every 100 units of revenue, this much survives as profit.

Margins this wide usually mean real pricing power or a moat.

Operating margin

50.39%

Before interest and tax

very highWhat this means

Profit from operations, before interest and tax, per 100 of revenue.

Typical of software and other businesses with little cost per extra sale.

Gross margin

0.00%

After the cost of goods only

lowWhat this means

What is left of revenue after only the direct cost of the product.

Costs of goods eat most of the revenue — normal in retail, distribution and hardware assembly.

Return on equity

17.79%

Profit per unit of shareholder capital

strongWhat this means

Profit generated per unit of shareholder capital.

Above 15% is generally considered a good business.

Return on assets

1.36%

Profit per unit of assets

lowWhat this means

Profit generated per unit of everything the company owns.

Common in asset-heavy industries such as utilities, telecoms and airlines.

Revenue growth

30.40%

Year on year

fast-growingWhat this means

Change in revenue against the same period last year.

Rapid growth, though the question is always how long it can hold.

Earnings growth

46.90%

Year on year

very strongWhat this means

Change in earnings against the same period last year.

Check whether it is repeatable or a one-off — a single asset sale can flatter this badly.

Revenue

$182.45B

Trailing twelve months

Operating cash flow

$-162.53B

Cash from the business itself

Payout ratio

25.71%

Dividends as a share of earnings

conservativeWhat this means

The share of earnings paid out as dividends.

Comfortably covered, with room to keep raising it.

Growth & momentum11 measured figures 75.022%

Return, 1 month

-5.03%

Return, 3 months

3.35%

Return, 6 months

17.20%

Return, year to date

5.50%

Return, 1 year

10.09%

Return, 3 years

143.87%

Sharpe ratio

0.73

Return earned per unit of risk

modestWhat this means

Return earned per unit of risk taken.

Below 1 is the common case; return did not strongly outpace the volatility.

Win rate

53.95%

Share of days that closed up

consistently positiveWhat this means

The share of trading days that closed higher.

More up days than most shares manage.

Average daily return

0.08%

Best day

11.54%

Worst day

-7.48%

ValuationAttractive P/E ratio (14.5) 85.018%

P/E ratio

14.52

Price against trailing earnings

moderateWhat this means

You pay 14.52 for every 1 unit of annual earnings.

Roughly the long-run market average band.

Forward P/E

13.55

Price against forecast earnings

lowWhat this means

Price against next year's *forecast* earnings.

The market expects little growth, or doubts the forecast.

PEG ratio

1.57

P/E adjusted for growth

fairWhat this means

P/E divided by the growth rate — it asks whether the price is justified by the growth.

Between 1 and 2 price and growth are roughly in step.

Price to book

2.55

Price against balance-sheet equity

normalWhat this means

Price against the accounting value of the company's net assets.

A typical range for an established company.

Price to sales

4.83

Price against revenue

highWhat this means

Price against revenue — usable when a company has no profit yet.

The price assumes today's revenue will convert into much more profit later.

Enterprise value

$737.88B

Market value plus debt, minus cash — the price of the whole business

Shares outstanding

2,658,186,195

Shares the profit is split across

Dividend yield

1.96%

Annual dividend against price

modestWhat this means

Annual dividend as a percentage of the share price.

A small income component.

TechnicalRSI in healthy range (30-70); MACD bearish (negative histogram) 70.015%

RSI (14)

35.1

Above 70 overbought, below 30 oversold

neutralWhat this means

A 0–100 momentum gauge over the last 14 sessions.

The middle band, where most trading days sit.

MACD

-3.29

Momentum against its own trend

MACD histogram

-2.03

Positive is bullish

ADX

17.8

Trend strength; above 25 is a real trend

no clear trendWhat this means

Trend strength, regardless of direction.

Below about 20 the price is ranging rather than trending.

20-day average

$351.82

50-day average

$353.35

200-day average

$319.38

Price vs 50-day

-4.18%

Price vs 200-day

6.01%

Bollinger upper

$364.58

Bollinger lower

$339.06

Average true range

6.80

Typical daily trading range

Stochastic %K

11.9

RiskModerate beta (market-like risk) 60.012%

Volatility, annualised

24.36%

How far it swings in a year

normalWhat this means

How far the price typically swings over a year.

A typical range for an individual share.

Beta

0.97

Moves against the wider market

market-likeWhat this means

How much the price moves relative to the wider market.

Moves roughly in step with the index.

Maximum drawdown

-38.77%

Worst peak-to-trough fall

significantWhat this means

The worst peak-to-trough fall in the period measured.

A serious decline, though not unusual over a multi-year window.

Risk category

Moderate

The engine's own banding

Analyst viewAnalyst consensus: Buy; Strong analyst coverage (21 analysts) 90.010%

Consensus

Buy

What covering analysts rate it

Analysts covering

21

Mean price target

$374.24

Highest target

$436.00

Lowest target

$305.00

Implied upside

10.54%

Target against today's price

meaningfulWhat this means

How far the mean analyst target sits above today's price.

Analysts see real room above today's price.

Price against the S&P 500

180 trading days to 2026-09-24

JPM is 4.5% up over the window, against 11.3% up for the S&P 500 — behind by 6.8 points.
JPM +4.5%S&P 500 +11.3%
Show the numbers
Sampled across the window. Both columns are rebased to 100 on 2026-01-07, so they can be compared directly.
DateCloseJPM rebasedS&P 500 rebased
2026-01-07$323.87100.0100.0
2026-01-29$303.4993.7100.7
2026-02-20$307.8295.099.8
2026-03-13$280.7386.795.8
2026-04-06$294.1290.895.5
2026-04-27$310.2395.8103.7
2026-05-18$299.3892.4107.0
2026-06-09$311.3096.1106.7
2026-07-01$332.57102.7108.1
2026-07-23$349.90108.0107.0
2026-08-13$363.11112.1112.7
2026-09-03$362.06111.8111.9

How the score was built

Each category is scored 0–100, then multiplied by its weight. The seven contributions sum to the quality score.
CategoryScoreWeightContribution
Financial health80.023%18.4
Growth & momentum75.022%16.5
Valuation85.018%15.3
Technical70.015%10.5
Risk60.012%7.2
Analyst view90.010%9.0
ESG50.00%0.0
Quality score100%76.9

ESG is scored but carries no weight in this grade. Add ?esg=1 to the address to include it — the engine then redistributes weight across the other six, so the whole scorecard changes, not just one row.

Argue with the model

Every other grader hands you a number. This one hands you the model.

Move a slider, press Recalculate, and the grade is rebuilt from the same category scores. Nothing is hidden: the scores are the engine's, only the weighting is yours.

What each model believes. Pick one above, or set your own sliders below.
ModelThe emphasis
IQInvest defaultThe engine's own weighting: financial health 23% and performance 22% lead, valuation 18%, then technicals, risk and analysts.
Value investorPrice against worth dominates: valuation 40%, financial health 25%. Chart signals count for almost nothing.
Growth investorMomentum first: performance 40% and technicals 20%. Whether the price is fair today gets just 5%.
Sleep at nightStability over everything: risk 35% and financial health 30% together outweigh all other categories combined.
ChartistThe tape over the fundamentals: technicals 45% and performance 25%. Valuation is nearly ignored.
18%
23%
22%
12%
15%
10%
0%

These are IQInvest's own weights, totalling 100%.

Your grade

C

76.9 / 100

Identical to the IQInvest grade.

All 61 metricsOne flat sortable table, for when you want everything at once.
Metric Category Value Source
Worst dayGrowth & momentum-7.48%Yahoo Finance
Win rateGrowth & momentum53.95%Yahoo Finance
VolumeMarket data6,931,795Yahoo Finance
Volatility, annualisedRisk24.36%Yahoo Finance
Stochastic %KTechnical11.9Yahoo Finance
Sharpe ratioGrowth & momentum0.73Yahoo Finance
Shares outstandingValuation2,658,186,195Yahoo Finance
RSI (14)Technical35.1Yahoo Finance
Risk categoryRiskModerateYahoo Finance
Revenue growthFinancial health30.40%Yahoo Finance
RevenueFinancial health$182.45BYahoo Finance
Return, year to dateGrowth & momentum5.50%Yahoo Finance
Return, 6 monthsGrowth & momentum17.20%Yahoo Finance
Return, 3 yearsGrowth & momentum143.87%Yahoo Finance
Return, 3 monthsGrowth & momentum3.35%Yahoo Finance
Return, 1 yearGrowth & momentum10.09%Yahoo Finance
Return, 1 monthGrowth & momentum-5.03%Yahoo Finance
Return on equityFinancial health17.79%Yahoo Finance
Return on assetsFinancial health1.36%Yahoo Finance
Profit marginFinancial health34.92%Yahoo Finance
Price vs 50-dayTechnical-4.18%Yahoo Finance
Price vs 200-dayTechnical6.01%Yahoo Finance
Price to salesValuation4.83Yahoo Finance
Price to bookValuation2.55Yahoo Finance
Previous closeMarket data$337.53Yahoo Finance
PEG ratioValuation1.57Yahoo Finance
Payout ratioFinancial health25.71%Yahoo Finance
P/E ratioValuation14.52Yahoo Finance
Operating marginFinancial health50.39%Yahoo Finance
Operating cash flowFinancial health$-162.53BYahoo Finance
OpenMarket data$338.12Yahoo Finance
Mean price targetAnalyst view$374.24Yahoo Finance
Maximum drawdownRisk-38.77%Yahoo Finance
MACD histogramTechnical-2.03Yahoo Finance
MACDTechnical-3.29Yahoo Finance
Lowest targetAnalyst view$305.00Yahoo Finance
Implied upsideAnalyst view10.54%Yahoo Finance
Highest targetAnalyst view$436.00Yahoo Finance
Gross marginFinancial health0.00%Yahoo Finance
Forward P/EValuation13.55Yahoo Finance
Enterprise valueValuation$737.88BYahoo Finance
EmployeesMarket data320,560Yahoo Finance
Earnings growthFinancial health46.90%Yahoo Finance
Dividend yieldValuation1.96%Yahoo Finance
Day lowMarket data$335.28Yahoo Finance
Day highMarket data$339.37Yahoo Finance
ConsensusAnalyst viewBuyYahoo Finance
Bollinger upperTechnical$364.58Yahoo Finance
Bollinger lowerTechnical$339.06Yahoo Finance
BetaRisk0.97Yahoo Finance
Best dayGrowth & momentum11.54%Yahoo Finance
Average volumeMarket data7,898,782Yahoo Finance
Average true rangeTechnical6.80Yahoo Finance
Average daily returnGrowth & momentum0.08%Yahoo Finance
Analysts coveringAnalyst view21Yahoo Finance
ADXTechnical17.8Yahoo Finance
52-week lowMarket data$279.10Yahoo Finance
52-week highMarket data$366.50Yahoo Finance
50-day averageTechnical$353.35Yahoo Finance
200-day averageTechnical$319.38Yahoo Finance
20-day averageTechnical$351.82Yahoo Finance
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