Ticker: JPM

JPMorgan Chase

Finance Financials Banks - Diversified

Price 335.79

Reco Hold Potential 56 Risk 69 Updated 2026-10-27

Official website

Forecast impact

limited

Target +7.5% target fill 93.0%

Reaction D5 +0.72% · D10 +1.00% fresh confirmed · market trust

Impact Potential 0 · Risk 0 valid until 2026-11-13

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

JPMorgan Chase is a leading global financial services firm offering a range of products and services, including investment banking, financial services for consumers and businesses, financial transaction processing, asset management, and private equity. Its major business segments include Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management. The primary revenue sources are net interest income and non-interest income from fees and commissions.

Investment Profile

The stock presents a balanced investment profile, appealing to investors seeking a mix of growth and income through dividends. Its stable earnings and moderate dividend yield suggest it may suit those looking for steady returns rather than high growth. The company has demonstrated consistent revenue growth, indicating potential for value appreciation over time.

Category: Finance Sector: Financials Industry: Banks - Diversified Investment style: Growth Horizon: Long-term Company type: Blue Chip Company type: Large Cap Experience: Basic

Fundamental metrics (experimental) Updated: 2026-10-23

EPS (TTM) — earnings per share for the last 12 months, $: 23.88
Revenue QoQ — quarter-over-quarter revenue growth: -7.6%
EPS surprise: -3.0%
20d volatility: 0.7%
Dividend yield: 1.8%
last ex-date: 2026-10-06

AI recommendation changes

Date	Before	After	Reason
2026-10-23	Buy	Hold	Weak fundamentals and mixed momentum signal caution.
2026-10-15	Hold	Buy	Strong fundamentals and positive EPS surprise support growth.
2026-10-01	Buy	Hold	Weak momentum and high risk limit upside potential.
2026-06-05	Hold	Buy	Strong fundamentals and positive momentum signal growth potential.
2026-06-01	Buy	Hold	Stable earnings but negative short-term momentum concerns.
2026-05-24	Hold	Buy	Solid fundamentals, but mixed momentum signals present risks.
2026-05-08	—	Hold	Weak momentum and high risk overshadow positive fundamentals.
2026-05-08	Buy	Buy	Компания показывает стабильные финансовые показатели с хорошим ростом выручки, но недавние колебания цен и снижение на рынке могут указывать на краткосрочные риски.
2026-04-09	Hold	Buy	Компания демонстрирует стабильный рост в краткосрочной перспективе, но есть признаки снижения выручки и волатильности на более длительных горизонтах. Умеренный дивидендный доход также поддерживает привлекательность акций
2026-03-22	Sell	Hold	Компания демонстрирует смешанные результаты, с отрицательной динамикой за последние месяцы и снижением выручки. Однако дивидендная доходность остается привлекательной, что может поддерживать интерес инвесторов.
2026-03-13	Hold	Sell	Компания испытывает давление на акции в последние месяцы, с отрицательной динамикой и снижением выручки. Однако дивидендная доходность остается привлекательной, что может удерживать инвесторов.
2026-03-03	Buy	Hold	Компания демонстрирует стабильные показатели, но недавние колебания цен и снижение выручки указывают на определенные риски. Дивидендная доходность также привлекательна, что может поддержать интерес инвесторов.
2026-02-22	Hold	Buy	Компания показывает стабильный рост цены акций за последние 60 дней и имеет привлекательную дивидендную доходность. Несмотря на небольшое снижение выручки, EPS остается высоким, что свидетельствует о сильных финансовых п
2026-02-12	Buy	Hold	Компания показывает стабильные результаты, но недавние колебания цен и снижение выручки могут указывать на краткосрочные риски. Рекомендуется удерживать акции до прояснения ситуации.
2026-02-02	Hold	Buy	Компания показывает стабильные результаты с положительным EPS и дивидендной доходностью, однако недавние колебания цен и снижение выручки могут указывать на возможные риски.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-14	Truist Financial	Target Raised	352 → 361	332.42
2026-10-14	Robert W. Baird	Target Raised	305 → 312	331.43
2026-10-14	Morgan Stanley	Target Raised	370 → 377	331.43
2026-10-14	Barclays	Target Raised	420 → 425	331.43
2026-10-13	Goldman Sachs	Target Lowered	398 → 392	331.43
2026-10-05	UBS	Target Lowered	400 → 395	332.38
2026-08-14	Wells Fargo	Target Raised	375 → 390	363.11
2026-08-03	UBS	Target Raised	384 → 400	355.27
2026-07-22	Deutsche Bank	Rating Upgraded	— → 375	348.21
2026-07-15	Truist Financial	Target Raised	344 → 352	347.88
2026-07-15	RBC Capital	Target Raised	330 → 370	342.89
2026-07-15	Robert W. Baird	Target Raised	295 → 305	342.89
2026-07-15	Morgan Stanley	Target Raised	362 → 370	342.89
2026-07-15	Barclays	Target Raised	391 → 420	342.89
2026-07-15	Wells Fargo	Target Raised	— → 375	342.89
2026-07-14	Goldman Sachs	Target Raised	411 → 418	342.89
2026-07-14	Jefferies	Target Raised	— → 350	342.89
2026-07-07	UBS	Target Raised	375 → 384	340.78751
2026-07-06	Evercore ISI	Target Raised	340 → 360	336.13
2026-07-06	Wells Fargo	Target Raised	350 → 360	334.47
2026-06-26	Truist Financial	Target Raised	332 → 344	331.965
2026-04-17	Evercore ISI	Target Raised	320 → 340	312.25
2026-04-15	Truist Financial	Target Raised	323 → 332	311.12
2026-04-15	Robert W. Baird	Target Raised	290 → 295	311.12
2026-04-14	Goldman Sachs	Target Lowered	365 → 361	311.12
2026-03-26	Truist Financial	Target Lowered	330 → 323	291.66
2026-02-17	Wells Fargo	Target Lowered	360 → 350	302.55
2026-02-05	HSBC	Rating Upgraded	— → 319	310.16
2026-01-14	Robert W. Baird	Target Raised	260 → 280	307.01999
2026-01-14	Truist Financial	Target Raised	331 → 334	307.8
2026-01-14	RBC Capital	Update	— → 330	307.87

News Page 1 of 11

Concerns Over AI Agents Disrupting Banking Industry Amidst Wall Street Reactions

10/23/2026, 09:38 AM economy review finance Meta Platforms JPMorgan Chase Wells Fargo Charles Schwab Bank of America

Concerns are rising on Wall Street about the potential disruption AI agents could cause in the banking sector, particularly regarding customer deposits. However, analysts suggest that fears may be overstated, as trust in traditional banking relationships remains strong among consumers.

CoreWeave (CRWV) Faces Eroding Market Confidence Amid Rising Bond Yields and Stock Decline

10/21/2026, 02:38 PM decline JPMorgan Chase Goldman Sachs Microsoft Nvidia CoreWeave

CoreWeave is experiencing a significant decline in market confidence, with its stock value dropping sharply and bond yields rising, raising concerns about its financial stability and future funding needs in the competitive AI sector.

Goldman Sachs, JPMorgan Chase, and Morgan Stanley Lead AI Stock Trading Boom with $52 Billion Revenue

10/21/2026, 06:37 AM business growth finance ai JPMorgan Chase Goldman Sachs Morgan Stanley

The surge in artificial intelligence stocks has led to record equities trading revenues for major Wall Street banks, particularly Goldman Sachs, JPMorgan Chase, and Morgan Stanley, which together have generated $52 billion this year. This trend highlights the banks' competitive advantage in prime brokerage services and their ability to capitalize on increased trading activity and leverage demands from hedge funds.

JPMorgan Chase Invests $5 Billion in Defense Startups Amid Geopolitical Tensions

10/19/2026, 03:38 AM business announcement finance defense JPMorgan Chase

JPMorgan Chase has invested $5 billion in startups within its U.S. security and resiliency initiative in just one year, indicating strong opportunities in defense and supply chain sectors amid geopolitical tensions. This rapid investment pace may lead to an expansion of the program beyond its initial $10 billion target over a decade.

Investors in Covered Call ETFs Face Tax Implications Despite Promised Monthly Income

10/18/2026, 06:32 AM business research JPMorgan Chase

Investors in covered call ETFs may face unexpected tax liabilities due to the nature of income distributions, which can significantly impact their after-tax returns. Understanding these tax implications is crucial for making informed investment decisions.

Analysts Freedom Capital Markets expect upside for JPMorgan Chase (JPM) as stock shows bullish patterns

10/16/2026, 12:37 PM investing forecast Analysts: analysts, JPMorgan, Freedom Capital Markets finance JPMorgan Chase

JPMorgan Chase is showing a favorable risk-reward setup for investors, with potential for a price rebound towards $360, according to market strategist Jay Woods. This analysis highlights the stock's resilience compared to peers and suggests a strategic entry point for traders.

Jim Cramer Warns Investors Against Abandoning Stocks Amid Market Uncertainty

10/14/2026, 03:37 PM economy forecast JPMorgan Chase ASML Morgan Stanley

Investors are cautioned against abandoning the stock market despite recent volatility, as missing key trading days could significantly impact long-term wealth accumulation.

Treasury Report Reveals Major U.S. Banks Allowed Political Influences in Banking Services Decisions

10/14/2026, 09:37 AM politics research JPMorgan Chase Bank of America

A recent report from the Treasury Department's Office of the Comptroller of the Currency reveals that major U.S. banks have allowed political and social pressures to influence their banking services, raising concerns about discrimination against certain customers. This finding could lead to increased regulatory scrutiny and potential new rules to prevent such practices.

Big Banks Report Earnings Amid Market Movements and Economic Indicators

10/13/2026, 06:37 PM investing review finance JPMorgan Chase Goldman Sachs BlackRock Morgan Stanley Apple Bank of America

The article highlights key earnings reports from major financial institutions and discusses market movements, particularly in the semiconductor and oil sectors, which could influence investor sentiment and stock performance in the coming days.

Analysts express skepticism over President Trump’s diesel deal with Russia amid high energy prices

10/13/2026, 06:37 PM forecast Analysts: analysts energy JPMorgan Chase Citi Goldman Sachs Wells Fargo Apple Bank of America

U.S. President Trump's diesel deal with Russia is unlikely to significantly lower fuel prices, raising concerns among investors as U.S. banks report mixed financial results amid rising costs and geopolitical tensions.