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JPMorgan Chase & Co.

JPMorgan is a leading global financial services firm with operations in 66 countries and over 318,000 employees as of year-end 2025. Under the JPMorgan brands,....

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JPMorgan Chase & Co.
JPM NATIONAL COMMERCIAL BANKS · Market Cap: $940B
$356.31 ▲ +0.78%
+$2.75 today · as of 12 Sep 2026
50 S.I.F.T
S.I.F.T.™ Analysis
Red
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Caution – significant pillar weakness detected.
Last updated: 12 Sep 2026 · Confidence: 55%
Pillar Breakdown
🛡 Safety 35
Balance sheet or moat concerns are weighing on the score.
💰 Income 60
High cyclicality and lack of recurring revenue are limiting stability.
📊 Fundamentals 35
Strong growth but valuation is elevated.
⏱ Time 65
Shorter track record or weaker tailwinds.
🧠 Munger Reality Filter AVOID

Large scale and market leadership provide some competitive positioning, but severely undermined by poor safety and fundamentals scores.

Strengths: Top global ranking in investment banking fees with 8.4% market share, Massive $4.9T balance sheet and $2.68T deposits, Extensive global operations across 66 countries and strong wealth management franchise
Risks: Extremely high debt_to_cfo ratio of 999 indicating liquidity stress, Very low ROE of 1.3 and fundamentals pillar at 35, Low safety score of 35 and overall red colour rating
📈 Price History

Business Overview

JPMorgan is a leading global financial services firm with operations in 66 countries and over 318,000 employees as of year-end 2025. Under the JPMorgan brands, the bank holding company boasts a $4.9 trillion balance sheet and $2.68 trillion in deposits, as of March 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 $7.1 trillion in client assets within its wealth and asset management franchise.
Key Metrics
ROE (10yr)
1.3%
Debt / CFO
N/A
Div. Yield
0.00%
FCF Growth
0.0%

FAQ

Financial Details

Recent Quarters
Quarter Revenue Gross Profit EPS
No quarterly data available.
Segment Breakdown
Data Center 56%
Client 28%
Gaming 9%
Embedded 7%

Analyst Reviews & Risks

Wall Street Consensus
4.6
out of 5 (Strong Buy)
Average Target: $485.00
Key Investment Risks
  • Extremely high debt_to_cfo ratio of 999 indicating liquidity stress
  • Very low ROE of 1.3 and fundamentals pillar at 35
  • Low safety score of 35 and overall red colour rating
Ownership & Sentiment

Institutional Ownership: N/A%

Short Interest: N/A%

AI Investment Thesis
  • Leading US bank with diversified operations across consumer, corporate, and investment banking providing stable revenue streams.
  • Strong balance sheet with high capital ratios enabling resilience, growth, and capital returns to shareholders.
  • Benefiting from net interest margin expansion in the current higher interest rate environment.
  • Consistent dividend growth and share buybacks demonstrating commitment to shareholder value.
  • Strategic investments in technology and digital platforms enhancing long-term competitive positioning.
Key Catalysts & Risks
Catalysts
  • Favorable Federal Reserve policy decisions supporting bank profitability.
  • Strong quarterly earnings beats and positive forward guidance.
  • Potential M&A activity or expansion in wealth management and asset management.
Risks
  • Increased credit losses from economic slowdown or recession.
  • Heightened regulatory scrutiny, fines, or compliance costs.
  • Cybersecurity threats and operational disruptions.
  • Intense competition from fintech and other financial institutions.
Peer Comparison
Company P/E Rev Growth Gross Margin ROE Debt/Equity
NVDA N/A N/A% N/A% 60.22% 0.68
INTC N/A N/A% N/A% -5.53% 6.65
AVGO N/A N/A% N/A% 16.36% 2.72
AMD N/A N/A% N/A% 7.62% 1.83
  • ...

    Investors

     0

  • Ticker

     JPM
  • ...

    Sector

     NATIONAL COMMERCIAL BANKS

  • Current Price

     $356.31

  • S.I.F.T. Score

     50
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