JPM
JPMorgan Chase & Co.Financial ServicesBanks - DiversifiedRisk-First
$304.76 · 15min delay
β 1.02A steady mega-cap risk-flagged situation trading near fair value. Frameworks sharply disagree on it.
52-wk low $256.0052-wk high $337.25
Mkt Cap
$816.61B
P/E
—
PEG
1.60
P/B
2.37
Dividend
2.00%
ROE
16.5%
About the business
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.
Who would buy JPM?
Consensus 21/100 · Mixed · Investors are split.
1 9 5
Endorses
· 1 framework- Howard Marks· Marks Risk-First100/100
Net Cash Positive $97.46 clears "> $0.00".
Rejects
· 3 frameworks- Walter Schloss· Schloss Deep Value0/100
P/B < 1.0 (below book) is 2.37× — fails "< 1.00×".
- Fama / French
Insider activity · Negative
Insider selling outweighs buying
Strength 70/100
11 insiders sold $103.2M on a discretionary basis. Discretionary selling carries more signal than planned disposals, but insiders sell for many non-thesis reasons (taxes, diversification, life events) — do not over-read it. Over the 6M window, insiders are net buyers by 891,801 shares.
In Prism's context
Insider selling is worth flagging but insiders sell for many non-thesis reasons. Read alongside the framework verdict (Fails criteria).
| Insider | Role | Type | Date | Shares | Avg price | Value | Own |
|---|---|---|---|---|---|---|---|
| PIEPSZAK JENNIFER A | Chief Operating Officer | Open-market sell | May 5, 2026 | 4,919 | $309.42 | $1.52M | Direct |
| BARNUM JEREMY | Chief Financial Officer | Open-market sell | May 5, 2026 | 3,022 | $309.41 | $935K | Direct |
| BACON ASHLEY | Officer | Open-market sell | May 5, 2026 | 4,070 | $309.42 | $1.26M | Direct |
| BEER LORI A | Chief Technology Officer | Open-market sell | Apr 15, 2026 | 3,166 | $306.59 | $971K | Direct |
| DIMON JAMES | Chief Executive Officer | Open-market sell | Apr 15, 2026 | 130,488 | $306.56 | $40.00M | Direct |
| PIEPSZAK JENNIFER A | Chief Operating Officer | Open-market sell | Apr 15, 2026 | 9,136 | $306.56 | $2.80M | Direct |
| BARNUM JEREMY | Chief Financial Officer | Open-market sell | Apr 15, 2026 | 5,611 | $306.55 | $1.72M | Direct |
| ERDOES MARY E. | Officer | Open-market sell | Apr 15, 2026 | 12,345 | $306.57 | $3.78M | Direct |
| PETNO DOUGLAS B | Officer | Open-market sell | Apr 15, 2026 | 5,660 | $306.58 | $1.74M | Direct |
| LAKE MARIANNE | Officer | Open-market sell | Apr 15, 2026 | 6,427 | $306.57 | $1.97M | Indirect |
| BACON ASHLEY | Officer | Open-market sell | Apr 15, 2026 | 7,558 | $306.55 | $2.32M | Direct |
| ROMETTY VIRGINIA M | Director | Award / grant | Mar 31, 2026 | 135 | $296.30 | $40K | Direct |
| BURKE STEPHEN B | Director | Award / grant | Mar 31, 2026 | 191 | $294.50 | $56K | Direct |
| NOVAKOVIC PHEBE N | Director | Award / grant | Mar 31, 2026 | 135 | $296.30 | $40K | Direct |
| HOBSON MELLODY L | Director | Award / grant | Mar 31, 2026 | 152 | $296.05 | $45K | Direct |
| BEER LORI A | Chief Technology Officer | Transaction | Mar 25, 2026 | 28,327 | — | — | Direct |
| DIMON JAMES | Chief Executive Officer | Transaction | Mar 25, 2026 | 320,473 | — | — | Direct |
| LEOPOLD ROBIN | Officer | Transaction | Mar 25, 2026 | 24,894 | — | — | Direct |
| PIEPSZAK JENNIFER A | Chief Operating Officer | Transaction | Mar 25, 2026 | 57,514 | — | — | Direct |
| BARNUM JEREMY | Chief Financial Officer | Transaction | Mar 25, 2026 | 38,629 | — | — | Direct |
| ROHRBAUGH TROY L | Officer | Transaction | Mar 25, 2026 | 72,965 | — | — | Direct |
| ERDOES MARY E. | Officer | Transaction | Mar 25, 2026 | 84,983 | — | — | Direct |
| PETNO DOUGLAS B | Officer | Transaction | Mar 25, 2026 | 50,647 | — | — | Direct |
| LAKE MARIANNE | Officer | Transaction | Mar 25, 2026 | 57,514 | — | — | Direct |
| BACON ASHLEY | Officer | Transaction | Mar 25, 2026 | 47,213 | — | — | Direct |
| FRIEDMAN STACEY R. | General Counsel | Transaction | Mar 25, 2026 | 48,929 | — | — | Direct |
| LEOPOLD ROBIN | Officer | Open-market sell | Mar 23, 2026 | 433 | $295.06 | $128K | Direct |
| DIMON JAMES | Chief Executive Officer | Open-market sell | Feb 19, 2026 | 69,512 | $307.19 | $21.35M | Indirect |
| LEOPOLD ROBIN | Officer | Open-market sell | Feb 19, 2026 | 432 | $307.14 | $133K | Direct |
| ROHRBAUGH TROY L | Officer | Open-market sell | Feb 19, 2026 | 50,000 | $307.11 | $15.36M | Direct |
| BEER LORI A | Chief Technology Officer | Open-market sell | Feb 17, 2026 | 2,047 | $306.40 | $627K | Direct |
| BARNUM JEREMY | Chief Financial Officer | Open-market sell | Feb 17, 2026 | 2,892 | $306.42 | $886K | Direct |
| ERDOES MARY E. | Officer | Open-market sell | Feb 17, 2026 | 5,731 | $306.41 | $1.76M | Direct |
| PETNO DOUGLAS B | Officer | Open-market sell | Feb 17, 2026 | 3,487 | $306.40 | $1.07M | Direct |
| LAKE MARIANNE | Officer | Open-market sell | Feb 17, 2026 | 3,907 | $306.41 | $1.20M | Indirect |
| FRIEDMAN STACEY R. | General Counsel | Open-market sell | Feb 17, 2026 | 3,404 | $306.40 | $1.04M | Indirect |
| LEOPOLD ROBIN | Officer | Stock Gift at price 0.00 per share. | Feb 3, 2026 | 132 | $0.00 | $0 | Indirect |
| PETNO DOUGLAS B | Officer | Stock Gift at price 0.00 per share. | Jan 21, 2026 | 811 | $0.00 | $0 | Direct |
| BUCK MICHELE G | Director | Award / grant | Jan 20, 2026 | 913 | $306.68 | $280K | Direct |
| ROMETTY VIRGINIA M | Director | Award / grant | Jan 20, 2026 | 913 | $306.68 | $280K | Direct |
Showing 40 of 50 matching transactions.
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 0.4% of shares outstanding.
Net 6M: +891,801 sh
Price history
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What would JPM do to your portfolio?
Add JPMorgan Chase & Co. at a hypothetical weight and Prism recalculates your whole book:
Risk metrics
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
Sector concentration
How much this shifts your top sector weight and overall diversification.
Archetype tilt
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
JPM is currently tagged:Risk-FirstFails criteria (21/100)
Portfolio analytics are part of the member experience.
Sign in to run this simulationProbabilistic recommendation· rec-v1.0.0-2026-04
JPMorgan Chase & Co. · JPM
JPM: 58% estimated probability of outperforming over the next 12M window. 3 of 6 signal families positive (high confidence). Strongest support: 27% below fair value.
Outperform prob.
58%
vs S&P 500 · 12M
Expected return
+0.4% → +24.4%
mid +12.4% / yr
Downside (p20)
-12.3%
stress -24.6%
Data quality
90/100
Excellent
Prism Score
Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.
Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.
Prism Score
Composite 69/100. Strongest contribution from valuation; weakest from quality.
Composite
69
/ 100
Deep valueval.
82/ 100
P/B 2.37×
Margin of safetyval.
87/ 100
27% below fair value
Bull · base · bear scenarios
Three plausible paths over a 5-year horizon.
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
Bull
~25%$542.53
+12.2% / yr (5y)
Operating leverage kicks in or a new product line scales — margins inflect higher, growth steps up by 200–400 bps, and the multiple re-rates as the durability becomes obvious to a wider audience.
Drivers
- • Margin expands by 200–400 bps from 44%
- • Top-line accelerates 300–500 bps above current
- • Multiple re-rates one full turn higher
Base
~55%$417.33
+6.5% / yr (5y)
Business continues to compound at recent rates — 44% operating margin holds, 13% top-line growth persists, capital allocation stays disciplined. Multiple stays roughly where it is.
Global value comparison
JPMorgan Chase & Co. vs sector medians — GCC, MENA, and Global ex-US.
Sector: Financial Services. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | JPM | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 11.2× | 8.5× | 11.5× |
| P/B | 2.37× | 1.70× | 1.20× | 1.30× |
| Dividend yield | 2.00% | 4.60% | 4.20% | 4.00% |
| ROE | 16.5% |
Earnings reaction explainer
JPM blew past estimates by 10.1%.
Reported EPS $5.94 vs $5.40 expected — well outside the normal beat-and-raise band. The market typically rewards a print this size only if it is read as durable, not one-off. Trailing operating margin: 43.7%.
- Growth investorsPositive
Confirms operating leverage — 17% trailing EPS growth + a beat of this size is the pattern that drives multi-year re-rates.
- Quality investorsPositive
If ROE (16%) and operating margin (44%) are stable or rising, the beat is consistent with compounding rather than one-off.
- Value investorsNeutral
A blow-out can pull future quarters forward — value investors will look for sustained margin, not a single-quarter spike.
News & events
Next earnings
Tue, Jul 14 · consensus EPS $5.40 · last actual $5.94
Key Metrics at a Glance
P/E Ratio (TTM)
N/A
PEG Ratio
1.60
P/B Ratio
2.37
EPS Growth
17.2%
Revenue Growth
12.7%
Debt / Equity
N/A
Net Cash / Share
$97.46
Return on Equity
16.5%
Gross Margin
0.0%
Operating Margin
43.7%
FCF / Share
N/A
Current Ratio
N/A