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Upturn AI SWOT - About
JPM 
JPMorgan Chase & Co (JPM)
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Upturn Advisory Summary
04/01/2025: JPM (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 17.41% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 687.34B USD | Price to earnings Ratio 12.44 | 1Y Target Price 263.79 |
Price to earnings Ratio 12.44 | 1Y Target Price 263.79 | ||
Volume (30-day avg) 11717613 | Beta 1.09 | 52 Weeks Range 176.22 - 280.25 | Updated Date 04/2/2025 |
52 Weeks Range 176.22 - 280.25 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 2.30% | Basic EPS (TTM) 19.76 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 35.06% | Operating Margin (TTM) 42.99% |
Management Effectiveness
Return on Assets (TTM) 1.48% | Return on Equity (TTM) 17.39% |
Valuation
Trailing PE 12.44 | Forward PE 13.24 | Enterprise Value 295747223552 | Price to Sales(TTM) 4.12 |
Enterprise Value 295747223552 | Price to Sales(TTM) 4.12 | ||
Enterprise Value to Revenue 5.52 | Enterprise Value to EBITDA - | Shares Outstanding 2796110080 | Shares Floating 2781398581 |
Shares Outstanding 2796110080 | Shares Floating 2781398581 | ||
Percent Insiders 0.48 | Percent Institutions 74.5 |
Analyst Ratings
Rating 3.74 | Target Price 254.53 | Buy 7 | Strong Buy 7 |
Buy 7 | Strong Buy 7 | ||
Hold 7 | Sell - | Strong Sell 2 | |
Strong Sell 2 |
Upturn AI SWOT
JPMorgan Chase & Co
Company Overview
History and Background
JPMorgan Chase & Co. traces its roots back to 1799. It evolved through numerous mergers and acquisitions, becoming a leading global financial services firm.
Core Business Areas
- Corporate & Investment Bank: Provides investment banking, markets, and treasury services to corporations, investors, and institutions.
- Consumer & Community Banking: Offers banking, investment, and lending services to consumers and small businesses.
- Asset & Wealth Management: Delivers investment and wealth management solutions to individuals, advisors, and institutions.
- Commercial Banking: Provides financial solutions to businesses, including lending, treasury, and investment banking services.
Leadership and Structure
Jamie Dimon serves as the Chairman and CEO. The company operates with a hierarchical structure, with distinct business segments and functional support areas.
Top Products and Market Share
Key Offerings
- Credit Cards: Chase offers a variety of credit cards with different rewards and benefits. The company holds a significant share in the credit card market, competing with American Express (AXP), Capital One (COF), and Citigroup (C).
- Investment Banking: JPMorgan Chase's investment banking division provides advisory services and underwriting for corporations. It competes with Goldman Sachs (GS), Morgan Stanley (MS), and Bank of America (BAC) and often ranks among the top players in terms of deal volume and revenue.
- Chase Mobile App: Chase offers users the ability to deposit checks, view account balance, transfer funds, and make bill payments directly from their mobile devices. Competitors include BofA, Citi, Wells Fargo.
Market Dynamics
Industry Overview
The financial services industry is characterized by intense competition, regulatory scrutiny, and technological disruption. Factors such as interest rates, economic growth, and geopolitical events significantly impact the industry.
Positioning
JPMorgan Chase is a leading global financial institution with a strong brand reputation, diverse business lines, and extensive global reach. Its size and scale provide a competitive advantage.
Total Addressable Market (TAM)
The TAM for financial services is vast, encompassing trillions of dollars globally. JPM is well-positioned to address different segments of this market, with presence in Investment, retail, and commercial banking.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Diversified revenue streams
- Large asset base
- Global presence
- Strong capital position
Weaknesses
- Regulatory scrutiny
- Exposure to economic cycles
- Operational risks
- Potential for reputational damage
Opportunities
- Expansion into new markets
- Technological innovation
- Growth in wealth management
- Increasing demand for digital banking
Threats
- Increased competition
- Rising interest rates
- Economic downturns
- Cybersecurity threats
- Changes in regulation
Competitors and Market Share
Key Competitors
- BAC
- WFC
- GS
- MS
- C
Competitive Landscape
JPMorgan Chase has several advantages over competitors, including its strong brand, diversified business model, and global reach. However, it faces challenges from other large financial institutions and smaller, more nimble fintech companies.
Major Acquisitions
Aenza
- Year: 2024
- Acquisition Price (USD millions): 0
- Strategic Rationale: JPMorgan Chase acquired Aenza to further improve customer value. It hopes to provide better banking experiences.
Growth Trajectory and Initiatives
Historical Growth: JPMorgan Chase has demonstrated consistent growth over the past decade, driven by organic expansion and strategic acquisitions.
Future Projections: Analysts project continued growth for JPMorgan Chase, driven by expansion in key business lines and investments in technology. Revenue growth is expected to be in the mid-single digits.
Recent Initiatives: Recent initiatives include investments in digital banking, expansion in wealth management, and strategic acquisitions to enhance capabilities.
Summary
JPMorgan Chase is a robust financial institution with diversified revenue streams and a strong global presence. It benefits from a well-recognized brand and consistent financial performance. Regulatory scrutiny and economic cycles pose ongoing challenges, but strategic investments and initiatives position the company for continued growth. Its ability to adapt to technological disruption and capitalize on market opportunities will be critical for maintaining its competitive edge.
Similar Companies
BAC
Bank of America Corp
BAC
Bank of America Corp
C
Citigroup Inc
C
Citigroup Inc
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
MS
Morgan Stanley
MS
Morgan Stanley
WFC
Wells Fargo & Company
WFC
Wells Fargo & Company
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Market Research Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan Chase & Co
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1978-10-06 | Chairman & CEO Mr. James Dimon | ||
Sector Financial Services | Industry Banks - Diversified | Full time employees 317233 | Website https://www.jpmorganchase.com |
Full time employees 317233 | Website https://www.jpmorganchase.com | ||
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; and cash and derivative instruments, risk management solutions, prime brokerage, and research, as well as offers securities services, including custody, fund services, liquidity, and trading services, and data solutions products. In addition, the company provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and municipalities, as well as commercial real estate clients. Further, it offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products to high net worth clients. The company was founded in 1799 and is headquartered in New York, New York.
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