NYSE: JPM - JPMorgan Chase

Yield per half year: +15.92%
Sector: Financials

Share chart JPMorgan Chase


About

JPMorgan Chase, «Джей Пи Морган Чейс» — американский финансовый холдинг, образовавшийся в результате слияния нескольких крупных банков США. Штаб-квартира банка находится в Нью-Йорке, на Манхэттене.

Входит в «большую четвёрку» банков США, наряду с Bank of America, Citigroup и Wells Fargo. Основными направлениями деятельности являются инвестиционный банкинг, финансовые услуги частным лицам и малому бизнесу, коммерческий банкинг, проведение финансовых транзакций и управление активами.

More details
Является одним из крупнейших депозитарных банков, размер депозитарных активов — $23,5 трлн, размер активов под администрированием — $4,1 трлн, размер активов под управлением — $2 трлн (на конец 2017 года). Деятельность осуществляется через JPMorgan Chase Bank (национальный банк, представленный в 23 штатах), Chase Bank USA (национальный банк, выпускающий кредитные карты) и J.P. Morgan Securities LLC (брокерская фирма). Основным регионом деятельности являются США (на них приходится более двух третей выручки), значительно присутствие в Канаде, Великобритании и Индии.

В списке крупнейших публичных компаний мира Forbes Global 2000 за 2018 год JPMorgan Chase занял 3-е место, в том числе 42-е по обороту, 10-е по чистой прибыли, 8-е по активам и 9-е по рыночной капитализации. С 2011 года входит в число системно значимых банков.


Main settings

Цена ао 191.53
P/E 12.27
P/S 3.86
P/BV 1.7101
EV/EBITDA -291.54
Дивиденд ао 4
Див.доход ао 2.69
EBITDA -2.03
Сайт https://www.jpmorganchase.com
Число акций ао 2.9431 млрд
Выручка 115.72
ISIN US46625H1005
Change price per day: 0% (191.53)
Change price per week: -2.73% (196.91)
Change price per month: -4.95% (201.51)
Change price per 3 month: +1.8939% (187.97)
Change price per half year: +15.92% (165.23)
Change price per year: +33.67% (143.29)
Change price per 3 year: +12.01% (171)
Change price per 5 year: +87.92% (101.92)
Change price per year to date: +12.6% (170.1)


All parameters ⇨

Grade

Underestimation

Title Value Grade
P/S 3.86 5
P/BV 1.7101 8
P/E 12.27 9
EV/EBITDA -291.54 0
Total:

Efficiency

Title Value Grade
ROA, % 1.3142 1
ROE, % 15.98 5
Total:

Dividends

Title Value Grade
Div yield, % 2.58 5
DSI 0.93 9
Total:

Debt

Title Value Grade
Debt/EBITDA -243.6 10
Total:

Growth impulse

Title Value Grade
Profit growth, % 61.58 10
Share price growth, % 57.13 10
Dividend growth, % 45 9
Total:

Dividends

Dividends, % Dividends Result of period Buy before Register closing date Payment before
0.58% 1.15 I кв. 2024 02.04.2024 04.04.2024 19.04.2024
0.72% 1.05 III кв. 2023 03.10.2023 05.10.2023 20.10.2023
0.72% 1 II кв. 2023 03.07.2023 05.07.2023 20.07.2023
0.78% 1 I кв. 2023 03.04.2023 05.04.2023 20.04.2023
0.76% 1 IV кв. 2022 03.01.2023 05.01.2023 20.01.2023
0.94% 1 III кв. 2022 03.10.2022 05.10.2022 20.10.2022
0.86% 1 II кв. 2022 01.07.2022 05.07.2022 20.07.2022
0% 1 I кв. 2022 01.04.2022 05.04.2022 20.04.2022
0.78% 1 IV кв. 2021 03.01.2022 05.01.2022 20.01.2022
0.63% 1 III кв. 2021 01.10.2021 05.10.2021 20.10.2021
0.56% 0.9 II кв. 2021 30.06.2021 02.07.2021 19.07.2021
0.55% 0.89 I кв. 2021 02.04.2021 05.04.2021 20.04.2021
0.58% 0.89 IV кв. 2020 01.01.2021 05.01.2021 20.01.2021

Event calendar

Date Event
04.07.2024 Последний день с дивидендом $1.15

Main owners

Institutions Volume Share, %
Vanguard Group Inc 272426004 9.46
Blackrock Inc. 191756566 6.66
State Street Corporation 125159471 4.35
Morgan Stanley 64841197 2.25
Geode Capital Management, LLC 55324255 1.92
FMR, LLC 52605082 1.83
Bank of America Corporation 51065459 1.77
Capital International Investors 41516695 1.44
Wellington Management Group, LLP 39616318 1.38
Norges Bank Investment Management 35372595 1.23

Contained in ETF

ETF Share, % Profitability for 1 year, % Dividends, %
iShares Morningstar Large-Cap Value ETF 5.03 46.07 2.71
DeltaShares S&P 500 Managed Risk ETF 0.67 26.05 0.86
John Hancock Multifactor Financials ETF 3.47 49.74 1.31
MicroSectors U.S. Big Banks Index 2x Leveraged ETN 10.15 0.95
SPDR MFS Systematic Value Equity ETF 2.54 62.89 0.60
MicroSectors U.S. Big Banks Index Inverse ETN -10.15 0.95
Arrow QVM Equity Factor ETF 0.23 3.38
iShares Evolved U.S. Financials ETF 4.07 54.57 1.69
First Trust Mega Cap Alphadex Fund 3.58 15.27 1.30
ClearBridge Focus Value ESG ETF 3.87 34.37 1.81
Direxion S&P 500 High minus Low Quality ETF 4.33 27.31 14.09
VictoryShares Top Veteran Employers ETF 1.94 21.04
SPDR MSCI ACWI Low Carbon Target ETF 0.6 28.39 1.47
First Trust Hedged BuyWrite Income ETF 1.04 8.04 2.96
AVDR U.S. LargeCap ESG ETF 3.88
Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF 1.57
ROC ETF 2.29 0.07
AdvisorShares Alpha DNA Equity Sentiment ETF 1.05
Principal US Large-Cap Adaptive Multi-Factor ETF 1.16 1.42
USCF Dividend Income Fund 4.5 2.84
Corbett Road Tactical Opportunity ETF 2.45 0.55
Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Cap Equity ETF 1.25 1.24
WisdomTree US ESG Fund 0.93 31.49 1.34
BNY Mellon Sustainable US Equity ETF 3.29 0.66
SoFi Weekly Dividend ETF 3.86 2.95
FinEx USA UCITS ETF 1.23 54.54
FinEx RUB GLOBAL EQUITY UC ETF 0.3 48.06
FinEx USD GLOBAL EQUITY UC ETF 0.3 37.73
Vanguard S&P 500 ETF 1.31 30.20 1.32
SPDR Portfolio S&P 500 Value ETF 2.98 33.05 1.82
iShares Global 100 ETF 2.21 26.85 1.29
Vanguard Russell 1000 ETF 1.2 31.17 1.28
iShares MSCI ACWI Low Carbon Target ETF 0.82 28.46 1.84
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 2.56 1.26
Nuveen Dividend Growth ETF 2.89 1.19
MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs -10.15 -89.37
SPDR S&P 500 ETF Trust 1.28 30.04 1.26
iShares Core S&P 500 ETF 1.25 38.92 1.29
Vanguard Total Stock Market ETF 1.13 32.51 1.34
Vanguard Value ETF 2.81 34.69 2.40
Vanguard Dividend Appreciation ETF 3.34 25.65 1.78
iShares Core S&P Total U.S. Stock Market ETF 1.09 32.46 1.29
iShares Russell 1000 Value ETF 2.64 35.78 1.90
Vanguard High Dividend Yield Index ETF 3.42 32.05 2.87
Schwab U.S. Large-Cap ETF 1.2 31.10 1.27
Financial Select Sector SPDR Fund 10.16 56.19 1.55
SPDR Portfolio S&P 500 ETF 1.28 30.18 1.31
Vanguard Total World Stock ETF 0.7 29.74 2.03
iShares Russell 1000 ETF 1.14 33.79 1.19
Vanguard Large Cap ETF 1.3 30.56 1.30
iShares S&P 500 Value ETF 2.88 32.86 1.65
SPDR Dow Jones Industrial Average ETF Trust 3.37 25.45 1.74
Schwab U.S. Broad Market ETF 1.12 32.27 1.27
Dimensional U.S. Core Equity 2 ETF 1.01 1.12
iShares Core Dividend Growth ETF 2.91 30.96 2.31
iShares MSCI ACWI ETF 0.78 28.61 1.72
iShares Core S&P U.S. Value ETF 2.7 34.38 1.79
Schwab Fundamental US Large Co. Index ETF 2.05 39.85 1.73
iShares Russell 3000 ETF 1.09 31.87 1.14
iShares ESG Aware MSCI USA ETF 1.17 30.70 1.21
iShares S&P 100 ETF 1.79 27.35 1.06
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.94 29.22 1.25
Schwab U.S. Large-Cap Value ETF 2.65 34.76 2.28
Dimensional US Marketwide Value ETF 4.39 1.61
iShares MSCI USA Momentum Factor ETF 4.32 17.83 0.77
Dimensional U.S. Equity ETF 1.16 1.16
Vanguard Financials ETF 8.56 57.00 1.88
BlackRock U.S. Equity Factor Rotation ETF 3.56 33.22 0.69
Vanguard ESG U.S. Stock ETF 1.34 31.46 1.07
SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.18 31.46 1.31
Vanguard Russell 1000 Value ETF 2.65 35.77 2.00
Vanguard Mega Cap Value ETF 3.56 33.04 2.37
Invesco FTSE RAFI US 1000 ETF 1.95 39.97 1.69
Avantis U.S. Equity ETF 1.06 37.45 1.28
Dimensional US Core Equity Market ETF 1.15 1.13
Vanguard Mega Cap ETF 1.56 28.97 1.23
Invesco MSCI USA ETF 1.19 30.61 1.21
Direxion Daily S&P 500 Bull 3X Shares 1.07 101.93 0.83
Invesco S&P 500® Top 50 ETF 2.1 25.43 0.81
Vanguard S&P 500 Value ETF 2.9 33.11 1.72
WisdomTree U.S. LargeCap Dividend Fund 3.3 27.72 2.19
Avantis U.S. Large Cap Value ETF 2.66 1.60
Schwab 1000 Index ETF 1.17 31.02 1.25
iShares MSCI World ETF 0.87 29.49 1.53
JPMorgan BetaBuilders U.S. Equity ETF 1.23 30.69 1.25
Invesco S&P 500 Revenue ETF 1.47 36.57 1.48
Amplify CWP Enhanced Dividend Income ETF 4.86 24.14 4.58
Capital Group Core Equity ETF 1.92 1.08
Global X S&P 500 Covered Call ETF 1.3 22.37 9.48
Pacer Trendpilot US Large Cap ETF 1.28 29.39 1.04
iShares U.S. Financials ETF 9.81 44.56 1.48
Vanguard Russell 3000 ETF 1.14 32.32 1.33
BNY Mellon US Large Cap Core Equity ETF 1.23 28.08 1.27
Principal U.S. Mega-Cap ETF 2.4 24.73 1.20
iShares Russell Top 200 Value ETF 4.16 32.53 2.03
Goldman Sachs MarketBeta U.S. Equity ETF 1.25 30.71 1.20
Direxion Daily Financial Bull 3X Shares 8.5 207.30 1.62
iShares US Equity Factor ETF 1.48 33.61 1.30
Dimensional US Large Cap Value ETF 4.85 1.64
iShares Dow Jones U.S. ETF 1.13 31.18 1.14
iShares Paris-Aligned Climate MSCI USA ETF 1.21 0.97
SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.32 32.17 1.09
Invesco S&P 500® Momentum ETF 2.26 24.38 1.01
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.14 1.23
Fidelity MSCI Financials Index ETF 8.67 56.90 1.73
FlexShares Morningstar US Market Factor Tilt Index Fund 1.03 39.68 1.34
Invesco KBW Bank ETF 8.08 68.46 3.23
iShares Russell Top 200 ETF 1.48 28.15 1.12
NEOS S&P 500 High Income ETF 1.4 11.73
SPDR S&P Bank ETF 1.55 66.45 2.98
iShares U.S. Financial Services ETF 11.34 50.50 3.05
WisdomTree U.S. Total Dividend Fund 2.87 29.82 2.21
SPDR S&P 500 ESG ETF 1.76 29.31 1.20
Xtrackers S&P 500 ESG ETF 1.69 29.08 1.14
Franklin U.S. Equity Index ETF 1.24 1.22
WisdomTree U.S. Efficient Core Fund 1.16 25.21 1.11
Aptus Collared Investment Opportunity ETF 1.8 14.80 0.64
Dimensional US Sustainability Core 1 ETF 1.14 0.98
iShares Morningstar Value ETF 2.52 32.97 2.08
iShares Morningstar U.S. Equity ETF 1.18 26.54 1.27
Invesco Large Cap Value ETF 3.28 32.43 2.00
WisdomTree U.S. LargeCap Fund 2.67 32.99 1.57
John Hancock Multifactor Large Cap ETF 1 33.64 1.27
Global X S&P 500 Catholic Values Custom ETF 1.3 31.42 1.04
Motley Fool 100 Index ETF 2.13 24.38 0.22
SoFi Select 500 ETF 1.64 31.51 1.21
SPDR Portfolio MSCI Global Stock Market ETF 0.83 30.25 1.86
Fidelity Value Factor ETF 1.74 36.40 1.59
ALPS O'Shares U.S. Quality Dividend ETF 4.29 21.38 1.67
Schwab Fundamental U.S. Broad Market Index ETF 1.91 41.42 1.72
First Trust BuyWrite Income ETF 1.26 13.81 8.45
ProShares Ultra Financials 5.85 99.70 0.59
Columbia Research Enhanced Core ETF 2.94 33.06 0.88
Invesco Dividend Achievers™ ETF 2.67 23.96 1.75
T. Rowe Price U.S. Equity Research ETF 1.18 0.36
Xtrackers MSCI Kokusai Equity ETF 0.89 30.46 1.60
Vident U.S. Equity Strategy ETF 2.17 49.59 1.05
T. Rowe Price Dividend Growth ETF 2.05 29.21 1.23
Strive 500 ETF 1.25 1.11
Fidelity Dividend ETF for Rising Rates 1.89 31.04 2.52
Proshares Large Cap Core Plus 0.64 32.27 1.06
Gotham Enhanced 500 ETF 1.28 0.94
Hartford Multifactor US Equity ETF 1.12 31.12 1.69
iShares Global Financials ETF 5.73 44.76 2.37
HCM Defender 500 Index ETF 1.15 42.02 0.54
iShares Core Dividend ETF 2.04 38.84 2.85
SPDR S&P 1500 Value Tilt ETF 1.39 43.23 1.90
Goldman Sachs JUST U.S. Large Cap Equity ETF 1.78 29.74 1.21
Harbor Human Capital Factor US Large Cap ETF 3.56 1.04
Calvert US Large-Cap Core Responsible Index ETF 1.35 1.02
MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 10.15 320.59
Invesco Dow Jones Industrial Average Dividend ETF 3.36 29.20 3.46
Avantis Responsible U.S. Equity ETF 1.23 1.15
iShares ESG Screened S&P 500 ETF 1.36 1.09
SPDR MSCI USA Gender Diversity ETF 2.33 35.67 1.11
First Trust Dow 30 Equal Weight ETF 3.43 28.44 1.87
Fidelity Momentum Factor ETF 1.63 21.99 0.65
FlexShares US Quality Large Cap Index Fund 1.85 31.70 1.08
American Century Focused Large Cap Value ETF 2.86 29.99 2.07
iShares MSCI Kokusai ETF 0.93 30.45 1.75
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.27 1.09
CornerCap Fundametrics Large-Cap ETF 1.2 1.62
Davis Select Financial ETF 6.35 54.38 2.16
American Century Sustainable Equity ETF 1.7 29.67 0.97
FlexShares STOXX US ESG Select Index Fund 2.94 30.76 1.05
FlexShares STOXX Global ESG Select Index Fund 2.47 29.38 1.56
Core Alternative ETF 2.8 11.09 1.31
Aptus Drawdown Managed Equity ETF 1.81 16.92 0.71
ProShares S&P 500 High Income ETF 1.09 4.17
VictoryShares US Value Momentum ETF 1.28 38.12 1.78
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.17 30.91 1.65
Zacks Earnings Consistent Portfolio ETF 2.71 0.67
Global X Adaptive U.S. Risk Management ETF 1.27 1.21
iShares Global Equity Factor ETF 0.81 2.24
Direxion Daily S&P 500 Bull 2x Shares 1.25 63.58 0.89
Invesco S&P 500® Downside Hedged ETF 0.96 7.08 1.72
Fidelity Blue Chip Value ETF 3.99 39.59 1.74
Hartford Disciplined US Equity ETF 1.32 1.25
SPDR MSCI ACWI Climate Paris Aligned ETF 0.95 1.46
OneAscent Large Cap Core ETF 1.59 0.36
Invesco S&P 500® Enhanced Value ETF 5.47 50.77 2.74
SPDR S&P 1500 Momentum Tilt ETF 1.69 23.08 0.89
Federated Hermes U.S. Strategic Dividend ETF 3.06 3.47
Freedom Day Dividend ETF 2.24 1.71
Invesco S&P 500 BuyWrite ETF 1.27 22.98 6.89
First Trust Nasdaq Bank ETF 8.33 80.08 2.99
Global X Dow 30 Covered Call ETF 3.37 6.85
American Customer Satisfaction ETF 4.23 33.07 0.92
Global X S&P 500 Covered Call & Growth ETF 1.25 4.37
Invesco Dorsey Wright Financial Momentum ETF 4.03 42.60 1.62
ProShares S&P 500 Ex-Technology ETF 1.79 31.37 1.40
Franklin U.S. Core Dividend Tilt Index ETF 1.29 2.57
PIMCO RAFI ESG U.S. ETF 3.04 39.15 1.74
ProShares S&P 500 Ex-Energy ETF 1.26 29.87 2.06
Columbia Research Enhanced Value ETF 4.69 38.44 2.34
ClearBridge Dividend Strategy ESG ETF 2.98 25.81 1.57
Tidal Trust III NAACP MINORITY EMPOWERMENT ETF 2.02 30.33 1.13
Natixis Vaughan Nelson Select ETF 4.96 0.20
Affinity World Leaders Equity ETF 1.79 37.57 2.01
WisdomTree Efficient Gold Plus Equity Strategy Fund 1.22
Copper Place Global Dividend Growth ETF 3.18 9.15 2.41
ALPS Active Equity Opportunity ETF 3.04 30.24 0.92
ProShares S&P 500 Ex-Health Care ETF 1.38 30.21 1.98
Pacer WealthShield ETF 1.97 24.29 1.61
iShares Focused Value Factor ETF 2.98 73.42 2.46

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Company management

Head Job title Payment Year of birth
Mr. James Dimon Chairman & CEO 6.82M 1956 (68 years)
Mr. Daniel Eduardo Pinto President & COO 7.16M 1963 (61 year)
Ms. Jennifer A. Piepszak Co-Chief Executive Officer of Commercial & Investment Bank 7.46M 1971 (53 years)
Ms. Elena A. Korablina MD, Firmwide Controller & Principal Accounting Officer N/A 1974 (50 years)
Ms. Lori Ann Beer Global Chief Information Officer N/A 1968 (56 years)
Mr. Jeremy Barnum Executive VP & CFO 5.25M 1973 (51 year)
Mr. Mikael Grubb Head of Investor Relations N/A
Ms. Stacey Friedman Executive VP & General Counsel N/A 1969 (55 years)
Ms. Marianne Lake Chief Executive Officer of Consumer & Community Banking 7.52M 1970 (54 years)
Mr. Viswas Raghavan Head of Global Investment Banking & CEO of EMEA N/A 1966 (58 years)

About company

Address: United States, New York, NY , 383 Madison Avenue - open in Google maps, open in Yandex maps
Website: https://www.jpmorganchase.com