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JPMorgan Chase & Co. (JPM)

New York Stock Exchange Financial Services Banks - DiversifiedView data quality →
57.9Fair

ValueMarkers Composite Index

Top 71%#13,106 of 44,707
Undervalued

57% below intrinsic value ($671)

UndervaluedFair ValueOvervalued
Piotroski
6/9
Neutral
Beneish
-0.34
High Risk
Altman
0.61
Distress
DCF Value
$671
Undervalued
ROIC
4.2%
Low
P/E
15.3
Fair
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

JPMorgan Chase & Co. (JPM) — VMCI valuation read

Headline read on JPM: VMCI of 58/100 versus a Financial Services sector median of 50. The 8-point above-median position is what makes JPMorgan Chase & Co. a relative-value candidate in the mid-cap cohort, before any pillar-level review.

Form 4 filings on JPM: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on JPM: value (JPM trades at 25.0x earnings, 39% above the Financial Services median of 18.0x), quality (ROIC of 19.0% sits 9.0pp above the Financial Services median (10.0%)), and risk (net debt to EBITDA of 0.0x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Financial Services 12.0x baseline.

JPM rose 0.5% over the trailing 7 days, with a +3.6% read on a 30-day basis.

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small business, large and midsized companies, local governments, and nonprofit clients; and commercial real estate banking services to investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment 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, trusts and estates, loans, mortgages, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

CEO: James Dimon318,477 employeesUSwww.jpmorganchase.com

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