Market OverviewFinlify
Price Date: 2026/07/30
JPM logo

JPM - JPMorgan Chase & Co

The largest US bank by assets, combining a dominant consumer banking franchise with a world-class investment bank — consistently one of the most profitable financial institutions on earth.

WATCHAccumulationCurrent data is close to the strongest setups and is worth monitoring closely.
MEETMEET compares latest EPS results against analyst estimates.

Finlify Score

67.5 / 100

Data Quality

PARTIAL

Penalty

-1.8

Sector

Financials

Close Price

$350.85

+1.78%

52W Range

$279.10 - $353.37

Market Cap

$877.1B

+1.8%

Compared to previous day

2026 Q1 Revenue

-

Changes from last reporting quarter

2026 Q1 EPS

$5.94

Diluted shares

Analyst Rating

17 Buy13 Hold0 Sell

30 analysts in latest ratings feed

RSI

62.1

40-70 moderate

2Y Range Position

95%

-2.4% from high / +83.8% from low

Beta

0.98

Relative to market benchmark

MACD

-0.12

MACD line 6.96 / signal line 7.08

Fundamental Trend

Growth 67.9
Revenue QoQ-
Revenue YoY-
EPS QoQ+28.0%
EPS YoY+17.2%
Gross margin QoQ-
Operating margin QoQ-
Net margin QoQ-

Financial Health

Quality 57.5
Debt / equity-
Debt ratio-
Cash / debt proxy-
Cash / assets-

Data Quality

PARTIAL
As of date2026-07-30
Latest statement2026-03-31
Penalty-1.8
Missing dataQuarterly revenue growth missing, Margin trend missing, Balance-sheet data missing

Valuation Reference

P/E16.56x
P/B2.42x
P/S3.47x
EV / EBITDA-

Price Chart

Close price, two-year source window

Finlify Score

WATCH

67.5 / 100

Relative Strength60.1 / 100
Accumulation & Volume89.5 / 100
Fundamental Trend67.9 / 100
Financial Quality57.5 / 100
Data Quality PARTIALPenalty -1.8

Score History

Finlify Score and component trend

Financial Statements

Calendar year view. Figures are estimates only. For official figures, refer to the company website.

2026 Q12025 Q42025 Q32025 Q2
Revenue----
Gross Profit----
Operating Income----
Net Income$16.5B+26.6%$13.0B-9.5%$14.4B-4.0%$15.0B+2.3%

Columns use the calendar quarter of each reported period end date. QoQ is shown for adjacent company reporting quarters only.

AI Signal

Generated Jul 25, 2026

The Finlify signal for JPM is WATCH, with a Finlify Score of 67.9 out of 100. This signal appears to reflect a mixed quantitative outlook, particularly given the PARTIAL data quality which resulted in a -1.8 deduction and missing key financial metrics.

Technical

The asset exhibits strong technical momentum, with an Accumulation / Volume score of 88.1/100 and a Relative Strength score of 61.9/100. JPM is currently at its 52-week high, following a 20-day return of 4.9% and a 60-day return of 12.3%. The RSI(14) at 66.0 suggests strong buying interest, potentially approaching overbought conditions.

Fundamentals

Fundamental analysis indicates a moderate Fundamental Trend score of 67.9/100 and a Financial Quality score of 57.5/100. The valuation metrics show a P/E ratio of 16.6x, a P/B ratio of 2.4x, and a P/S ratio of 3.5x. The asset's Beta of 1.0 suggests market-like volatility, and it offers a Dividend Yield of 1.71%. However, the PARTIAL data quality, specifically missing revenue quarter-over-quarter, margin trend, and financial health data, may limit the completeness of the fundamental assessment.

Macro Context

The current macro environment, characterized by a 10Y Treasury Yield of 4.7% and a 2Y Treasury Yield of 4.3%, results in a positive but relatively narrow yield spread of 0.4%. This spread may suggest a moderately favorable lending environment for banking assets like JPM, while inflation metrics such as CPI at 3.7% and Core PCE at 3.4% indicate persistent price pressures.

Key Risks

  • The PARTIAL data quality, with missing revenue, margin trend, and financial health data, may limit the comprehensive assessment of fundamental performance.
  • The asset is at its 52-week high with an RSI(14) of 66.0, which could suggest a potential for consolidation or pullback.
  • While positive, the relatively narrow 0.4% yield spread between the 10Y and 2Y Treasuries may indicate potential pressure on net interest margins for banking institutions.