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.
Finlify Score
58.9 / 100
Data Quality
PARTIAL
Penalty
-1.8
Sector
Financials
Close Price
$356.23
+0.76%
52W Range
$279.10 - $366.50
Market Cap
$946.4B
+0.8%Compared to previous day
2026 Q1 Revenue
-
Changes from last reporting quarter
2026 Q1 EPS
$5.94
Diluted shares
Analyst Rating
30 analysts in latest ratings feed
RSI
56.8
40-70 moderate
2Y Range Position
94%
-2.8% from high / +76.2% from low
Beta
1.04
Relative to market benchmark
MACD
-0.86
MACD line 1.09 / signal line 1.95
Fundamental Trend
Growth 67.9Financial Health
Quality 57.5Data Quality
PARTIALValuation Reference
Price Chart
Close price, two-year source window
Finlify Score
HOLD58.9 / 100
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 Q1 | 2025 Q4 | 2025 Q3 | 2025 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 Aug 1, 2026
The Finlify signal for JPM is currently WATCH, with a Finlify Score of 67.5 out of 100. This stance appears influenced by a strong Accumulation / Volume score, alongside moderate Relative Strength and Fundamental Trend, though the overall assessment is subject to partial data quality.
Technical
The asset's technical posture appears robust, indicated by a strong Accumulation / Volume score of 89.5/100. Its Relative Strength score of 60.1/100 suggests moderate momentum, with the stock having returned 14.0% over the last 60 days and trading only -1.8% from its 52-week high.
Fundamentals
Fundamentally, JPM shows a moderate Fundamental Trend score of 67.9/100 and a Financial Quality score of 57.5/100. The asset trades at a P/E ratio of 16.6x and offers a dividend yield of 1.71%, with a Beta of 1.0 suggesting market-like volatility. However, the partial data quality, specifically missing revenue and margin trend data, may limit the completeness of this fundamental assessment.
Macro Context
The current macro environment, with a 10Y Treasury Yield at 4.7% and a positive but narrow yield spread of 0.5%, may influence the banking sector's profitability. An unemployment rate of 4.2% suggests a relatively stable labor market, which could support consumer lending, though inflation metrics like CPI YoY at 3.7% remain elevated.
Key Risks
- Partial data quality, indicated by missing revenue and margin trend data, may limit the full assessment of fundamental health.
- The relatively narrow 0.5% yield spread between the 10Y and 2Y Treasury yields could potentially impact the bank's net interest margin.
- Elevated inflation metrics, such as CPI YoY at 3.7%, may pose risks to economic growth and consumer credit quality.