NYSE - JPMorgan Chase

Доходность за полгода: 47.5%
Сектор: Financials

График котировок JPMorgan Chase

О компании

   
https://www.jpmorganchase.com/corporate/investor-relations/quarterly-earnings.htm
https://www.jpmorganchase.com/corporate/investor-relations/investor-relations.htm

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Основные параметры

Цена ао 149.42
P/E 12.16
P/S 3.92
P/BV 1.86
Дивиденд ао 3.6
Див.доход ао 2.35
Изменение цены за день: -0.11% (149.58)
Изменение цены за неделю: -0.88% (150.74)
Изменение цены за месяц: -1.12% (151.12)
Изменение цены за 3 месяца: 7.88% (138.51)
Изменение цены за полгода: 47.5% (101.3)

Все параметры ⇨

Оценка

Недооценка

Название Значение Оценка
P/S 3.92 2
P/BV 1.86 6
P/E 12.16 7
EV/EBITDA 10
Итого:

Эффективность

Название Значение Оценка
ROA, % 1.19 1
ROE, % 14.97 1
Итого:

Дивиденды

Название Значение Оценка
Div yield, % 2.35 2
DSI 1 10
Итого:

Долг

Название Значение Оценка
Долг/EBITDA 10
Итого:

Импульс роста

Название Значение Оценка
Рост прибыли, % 50.98 10
Рост цены акции, % 63.59 10
Рост дивидендов, % 62.55 10
Итого:

Дивиденды

Дивиденды, % Дивиденды По итогам периода Дата закрытия реестра Купить до Выплата до
0.58 0.89 IV кв. 2020 05.01.2021 01.01.2021 20.01.2021
0.57 0.89 I кв. 2021 05.04.2021 02.04.2021 20.04.2021

Основные владельцы

Институционалы Объем Доля, %
Capital Research and Management Company 273652551 9.03
Fidelity Management & Research Company LLC 143376867 4.73
BlackRock Fund Advisors 118063379 3.89
Fidelity Management & Research Company 78891132 2.47
Fidelity Management & Research Company LLC 72132936 2.37
SSGA Funds Management Inc 62105878 2.05
Northern Trust Investments Inc 21337063 0.67
Hartford Funds Management Company, LLC 18664299 0.61
John Hancock Investment Management LLC 14106041 0.47
BlackRock Advisors LLC 13008271 0.43
American Century Investment Management, Inc 12069100 0.4
Davis Selected Advisers LP 10191726 0.34
Invesco Advisers, Inc. 9245377 0.29
Principal Global Investors, LLC 8998939 0.3
SunAmerica Asset Management, LLC 7027461 0.23
PGIM Investments LLC 6067394 0.2
RBC Global Asset Management Inc. 6003386 0.2
Invesco Capital Management LLC 5235420 0.17
Nordea Investment Management AB 4166863 0.14
Pacific Life Fund Advisors LLC (PLFA) 2953571 0.1
MML Investment Advisers, LLC 2751999 0.09
Nuveen Fund Advisors, LLC. 2743299 0.09
Neuberger Berman 2031066 0.07
JP Morgan Administradora de Carteiras Brasil Ltda 875498 0.03
Fidelity Investments Canada ULC 824937 0.03
First Trust Portfolios L.P. 692920 0.02
Advisors Asset Management, Inc. 565851 0.02
Security Investors, LLC 294665 0.01
Hennion & Walsh, Inc 800 0
Hennion & Walsh, Inc 700 0
Invesco Capital Markets Inc 204 0
Guggenheim Funds Distributors, LLC 165 0

Содержится в ETF

ETF Доля, % Доходность за год, % Дивиденды, %
SPDR S&P 500 ETF 1.32 54.83 1.34
iShares Core S&P 500 ETF 1.29 18.43 1.50
Vanguard S&P 500 ETF 1.38 55.04 1.41
Vanguard Value ETF 2.93 48.59 2.21
iShares Russell 1000 Value ETF 2.36 53.61 1.68
iShares Core S&P Total U.S. Stock Market ETF 1.09 61.07 1.31
Vanguard High Dividend Yield ETF 3.61 44.14 2.93
iShares Russell 1000 ETF 1.17 58.94 1.23
Schwab U.S. Large-Cap ETF 1.21 58.17 1.44
Financial Select Sector SPDR Fund 11.79 68.54 1.70
Vanguard Total Stock Market ETF 1.13 61.08 1.31
iShares S&P 500 Value ETF 2.75 47.43 2.01
Schwab U.S. Broad Market ETF 1.09 60.90 1.43
iShares Core Dividend Growth ETF 2.64 50.08 2.10
iShares ESG MSCI USA ETF 1.31 50.51 1.16
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.86 44.76 1.14
iShares Russell 3000 ETF 1.09 60.79 1.17
Schwab U.S. Large-Cap Value ETF 2.24 49.28 2.52
SPDR Portfolio S&P 500 ETF 1.32 55.08 1.39
iShares S&P 100 ETF 2.05 45.83 1.28
iShares Core S&P U.S. Value ETF 2.56 50.01 2.05
SPDR Portfolio S&P 500 Value ETF 2.76 47.46 2.17
Vanguard Financials ETF 10.18 62.77 1.88
Schwab Fundamental U.S. Large Company Index ETF 1.71 65.79 1.93
Invesco FTSE RAFI US 1000 ETF 1.8 64.91 1.65
SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.2 57.49 1.32
Vanguard Mega Cap Value ETF 3.65 44.79 2.19
Vanguard Russell 1000 Value ETF 2.42 53.30 3.30
Vanguard Mega Cap ETF 1.63 55.28 1.30
ProShares Ultra S&P 500 1.12 106.49 0.14
WisdomTree US LargeCap Dividend ETF 2.56 43.44 2.29
Pacer Trendpilot US Large Cap ETF 1.31 36.52 0.97
Vanguard Russell 1000 ETF 1.23 58.88 1.27
Direxion Daily Financial Bull 3X Shares 9.65 323.91 0.30
Invesco S&P 500® Top 50 ETF 2.49 52.00 1.12
Principal U.S. Mega-Cap ETF 3.34 41.69 1.45
ProShares UltraPro S&P 500 0.78 229.37 0.06
Vanguard S&P 500 Value ETF 2.82 47.57 2.12
FlexShares Quality Dividend Index Fund 3.51 50.42 2.07
iShares Dow Jones U.S. ETF 1.16 58.12 1.47
iShares U.S. Financials ETF 7.1 59.47 1.68
FlexShares Morningstar US Market Factor Tilt Index Fund 0.96 71.11 1.27
Schwab 1000 Index ETF 1.16 58.40 1.40
iShares U.S. Financial Services ETF 11.87 72.10 1.35
iShares MSCI World ETF 0.8 54.78 1.40
Invesco KBW Bank ETF 7.73 87.67 2.04
John Hancock Multi-Factor Large Cap ETF 0.9 59.93 1.43
iShares Russell Top 200 ETF 1.6 54.77 1.23
iShares Russell Top 200 Value ETF 3.66 44.91 1.87
Fidelity MSCI Financials Index ETF 9.67 72.43 1.78
Xtrackers MSCI Kokusai Equity ETF 0.87 55.86 0.79
WisdomTree US Total Dividend ETF 2.27 46.64 2.29
SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.35 54.69 1.19
Fidelity High Dividend ETF 2.46 58.42 2.72
iShares MSCI ACWI Low Carbon Target ETF 0.69 55.06 1.30
Avantis U.S. Equity ETF 0.9 69.67 1.05
iShares Morningstar Large-Cap Value ETF 5.03 46.07 2.71
SPDR Portfolio MSCI Global Stock Market ETF 0.82 57.49 1.30
FlexShares Quality Dividend Defensive Index Fund 3.09 41.64 2.16
WisdomTree US Earnings 500 ETF 2.39 55.74 1.64
Global X S&P 500 Catholic Values ETF 1.33 56.48 1.11
DeltaShares S&P 500 Managed Risk ETF 1.32 27.01 0.67
Xtrackers S&P 500 ESG ETF 1.78 54.42 1.09
Principal Active Global Dividend Income ETF 2.4 9.15 3.85
Fidelity Dividend ETF for Rising Rates 1.81 55.23 2.12
Davis Select U.S. Equity ETF 3.63 70.45 0.43
iShares Global Financials ETF 5.96 64.84 1.86
Goldman Sachs MarketBeta U.S. Equity ETF 1.27 0.98
Schwab Fundamental U.S. Broad Market Index ETF 1.56 68.03 1.79
JPMorgan BetaBuilders U.S. Equity ETF 1.25 57.46 1.30
TrimTabs All Cap US Free-Cash-Flow ETF 1.92 53.01 0.37
Invesco S&P 500 BuyWrite ETF 1.4 31.45 1.09
iShares MSCI Kokusai ETF 0.89 56.77 1.39
Davis Select Financial ETF 4.58 74.47 1.20
Amplify CWP Enhanced Dividend Income ETF 4.28 40.83 4.77
Invesco S&P 500® Downside Hedged ETF 0.82 18.29 0.58
HCM Defender 500 Index ETF 1.04 75.91 0.21
Global X S&P 500 Covered Call ETF 1.32 35.04 9.28
BNY Mellon US Large Cap Core Equity ETF 1.56 53.85 1.03
FlexShares STOXX US ESG Impact Index Fund 2.65 56.15 1.14
SPDR S&P 500 ESG ETF 1.82 0.92
WisdomTree Global Equity Income Fund 3.63 42.96 3.54
LeaderShares Equity Skew ETF 0.52 4.69
AdvisorShares DoubleLine Value Equity ETF 3.41 56.74 1.12
iShares U.S. Dividend and Buyback ETF 2.64 62.73 1.79
MicroSectors U.S. Big Banks Index 3x Leveraged ETN 10.15 311.29 0.95
John Hancock Multi-Factor Financials ETF 3.79 73.58 1.50
SPDR S&P 1500 Value Tilt ETF 1.32 70.19 1.76
ProShares S&P 500 Ex-Energy ETF 1.33 55.00 1.05
Invesco PureBetaSM MSCI USA ETF 1.22 56.59 1.17
MicroSectors U.S. Big Banks Index 2x Leveraged ETN 10.15 0.95
Impact Shares NAACP Minority Empowerment ETF 2.66 58.02 1.39
SPDR MFS Systematic Value Equity ETF 2.54 62.89 0.60
MicroSectors U.S. Big Banks Index Inverse ETN -10.15 0.95
FlexShares Quality Dividend Dynamic Index Fund 3.54 64.00 2.17
First Trust Dorsey Wright People's Portfolio ETF 1.34 23.61 0.25
ProShares S&P 500 Ex-Technology ETF 1.78 49.03 1.41
ProShares RAFI Long/Short 1.66 2.89 1.45
Arrow QVM Equity Factor ETF 0.23 3.38
iShares Evolved U.S. Financials ETF 4.54 73.31 1.84
Impact Shares Sustainable Development Goals Global Equity ETF 4.97 49.51 1.16
MicroSectors U.S. Big Banks Index -3x Inverse Leveraged ETN -10.15 -93.65 0.95
ProShares S&P 500 Ex-Health Care ETF 1.49 58.89 1.27
ProShares Equities for Rising Rates ETF 2.94 87.41 1.60
Vanguard Large Cap ETF 1.33 57.34 1.31
iShares MSCI ACWI ETF 0.71 55.46 1.32
Vanguard ESG U.S. Stock ETF 1.37 61.91 1.03
Goldman Sachs JUST U.S. Large Cap Equity ETF 1.61 55.48 1.16
Vanguard Russell 3000 ETF 1.14 60.50 1.24
First Trust Mega Cap Alphadex Fund 3.58 15.27 1.30
Vanguard Total World Stock ETF 0.56 58.19 1.56
Pacer WealthShield ETF 2.41 30.84 0.51
T. Rowe Price Dividend Growth ETF 2.19 0.59
Vanguard U.S. Multifactor ETF 0.81 72.73 1.28
American Century Focused Large Cap Value ETF 3.34 42.56 1.22
iShares ESG Screened S&P 500 ETF 1.15 0.43
AVDR US LargeCap Leading ETF 2.31 0.60
KFA Value Line Dynamic Core Equity Index ETF 2.73 0.31
AVDR U.S. LargeCap ESG ETF 3.66 0.90
Proshares Large Cap Core Plus 0.69 46.40 1.00
WBI Bull|Bear Rising Income 1000 ETF 3.55 20.41 0.17
Aptus Behavioral Momentum ETF 1.73 32.25 0.34
WisdomTree U.S. ESG Fund 1.61 51.12 1.05
ClearBridge Focus Value ETF 4.6 1.77
iShares Morningstar Value ETF 2.31 42.85 4.44
Invesco Dividend Achievers™ ETF 3.11 39.87 1.68
First Trust Nasdaq Bank ETF 3.94 102.92 1.96
iShares Core High Dividend ETF 6.6 30.43 3.70
iShares Global 100 ETF 2.73 43.55 1.36
iShares Morningstar U.S. Equity ETF 1.21 54.49 3.64
American Century Sustainable Equity ETF 1.51 0.59
Invesco Dow Jones Industrial Average Dividend ETF 3.2 44.99 3.14
VanEck Vectors Morningstar Durable Dividend ETF 4.53 31.27 3.36
FinEx USA UCITS ETF 1.371 129.96
FinEx RUB GLOBAL EQUITY UC ETF 0.339 53.06
FinEx USD GLOBAL EQUITY UC ETF 0.339 49.02
ProShares Ultra Financials 4.61 138.22 0.34
Invesco DWA Financial Momentum ETF 4.6 62.52 1.21
Vanguard Dividend Appreciation ETF 3.9 42.97 1.53
FlexShares STOXX Global ESG Impact Index Fund 1.5 53.74 1.20
Core Alternative ETF 2.87 2.71 1.33
Trend Aggregation US ETF 0.95 7.73

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