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Financials · S&P 500 · data as of 2026-10-05

JPM stock analysis: JPMorgan Chase

JPMorgan Chase (JPM) is an S&P 500 company in Diversified Banks. It grades weakest on growth.

The model's view of JPM · subscribers

Where JPM ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with JPM · updated 2026-10-05 · from prices and SEC filings

JPM price performance

JPM against the S&P 500, one year
-10%+0%+10%+20%S&P 500 +18%JPM +7%2025-09-292026-10-05
Year to date+4.6%S&P 500 +14.5% · behind by 9.9 pts
1 year+9.2%S&P 500 +17.0% · behind by 7.8 pts
3 years+146.7%S&P 500 +89.3% · ahead by 57.4 pts
5 years+122.1%S&P 500 +91.3% · ahead by 30.8 pts

Total returns with dividends reinvested.

JPM factor grades

Each grade compares JPM with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

–ValueFCF yield 19.1% (industry 16.5%)
D+GrowthRevenue growth -3% (industry +4%)EPS growth +22% (industry +20%)
–ProfitabilityOperating margin 0.0% (industry 0.0%)
BMomentum12-month change +9%From 52-wk high -9%

JPM in plain numbers

JPM key statistics

SectorFinancials
IndustryDiversified Banks
IndexS&P 500
Market valuen/a
Revenue growth (y/y)n/a
Free-cash-flow yield19.1%
Dividend yield1.8%
Next earnings (expected)2026-10-13
Valuation measures
Financial highlights
Operating margin0.0%
Net margin23.1%

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

About JPMorgan Chase

HeadquartersNew York, NY
Industry (SEC code)National Commercial Banks
Fiscal year endsDecember 31
Incorporated inDE
Listed onNYSE, NYSE, NYSE, NYSE, NYSE, NYSE, NYSE, NYSE, NYSE
FormerlyJPMORGAN CHASE & CO, J P MORGAN CHASE & CO, CHASE MANHATTAN CORP /DE/, CHEMICAL BANKING CORP

From the company's SEC registration record.

Companies similar to JPM

CompanyMarket valueP/ERevenue growthOperating margin12-month change
JPM JPMorgan Chasen/an/a-3%0.0%+9%
BAC Bank of America$377.6B12.4x+16%n/a+9%compare
C Citigroupn/an/a+1%0.0%+34%compare
PNC PNC Financial$87.9B12.1x+13%n/a+15%compare
TFC Truist$56.6B10.6xn/a0.0%+6%
USB US Bancorp$89.2B11.4x+7%n/a+24%
WFC Wells Fargon/an/a-14%0.0%+3%

All Financials stock ratings

Frequently asked questions

Is JPM stock a buy?

Torvanta does not tell individuals what to buy. Its grades for JPM are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

When does JPM report earnings next?

Based on its filing history, Torvanta expects JPMorgan Chase to report around 2026-10-13.

Does JPM pay a dividend?

Yes. Its dividend yield is about 1.8%, and it has raised its dividend 15 years in a row.

How has JPM performed against the S&P 500?

Over the past year JPM returned +9.2%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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