Market OverviewFinlify
Price Date: 2026/06/15
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.

HOLDFundamental TrendCurrent data is neutral to constructive, without a near-BUY setup yet.
BEATBEAT compares latest EPS results against analyst estimates.

Finlify Score

56.6 / 100

Data Quality

PARTIAL

Penalty

-1.8

Sector

Financials

Close Price

$319.40

-0.41%

52W Range

$262.71 - $337.25

Market Cap

$802.0B

-0.4%

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

62.5

40-70 moderate

2Y Range Position

88%

-5.3% from high / +67.3% from low

Beta

1.00

Relative to market benchmark

MACD

1.92

MACD line 3.39 / signal line 1.47

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 date2026-06-15
Latest statement2026-03-31
Penalty-1.8
Missing dataQuarterly revenue growth missing, Margin trend missing, Balance-sheet data missing

Valuation Reference

P/E15.05x
P/B2.42x
P/S3.47x
EV / EBITDA-

Price Chart

Close price, two-year source window

Finlify Score

HOLD

56.6 / 100

Relative Strength55.0 / 100
Accumulation & Volume49.3 / 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 Jun 16, 2026

The Finlify signal for JPM is HOLD, with a Finlify Score of 57.1 out of 100. This neutral stance appears to be influenced by a "PARTIAL" data quality assessment, which resulted in a -1.8 deduction due to missing key financial metrics.

Technical

Technical indicators suggest JPM has experienced positive momentum, with a 20-day return of 6.9% and a 60-day return of 11.5%. The Relative Strength score of 54.5/100 and Accumulation / Volume score of 52.2/100 indicate slightly above-average strength and accumulation. The RSI(14) at 64.9 suggests the asset is approaching levels that could indicate it is becoming overbought, while being only -4.2% from its 52-week high.

Fundamentals

JPM exhibits a strong Fundamental Trend score of 67.9/100 and a moderately strong Financial Quality score of 57.5/100. The asset trades at a P/E of 15.1x and a P/B of 2.4x, with a dividend yield of 1.91%. However, the "PARTIAL" data quality, specifically missing revenue quarter-over-quarter, margin trend, and financial health data, may limit the completeness of this fundamental assessment.

Macro Context

The current macro environment, with a 10Y Treasury Yield at 4.5% and a 2Y Treasury Yield at 4.0%, results in a positive yield spread of 0.4%, which typically benefits banking institutions like JPM. However, elevated inflation metrics, such as CPI at 4.3% and Core PCE at 3.3%, could introduce economic uncertainty that may impact loan demand and credit quality.

Key Risks

  • The "PARTIAL" data quality, with missing revenue quarter-over-quarter, margin trend, and financial health data, suggests that the Finlify score may not fully capture all aspects of JPM's financial performance.
  • An RSI(14) of 64.9 indicates that the asset has experienced strong recent momentum and may be approaching levels where a short-term consolidation or pullback could occur.
  • As a banking institution, JPM's profitability is sensitive to interest rate movements and the yield curve, with the current 0.4% yield spread potentially subject to change in a dynamic macroeconomic environment.