Ticker: JPM

JPMorgan Chase

Finance Financials Banks - Diversified

Price 340.58

Reco Hold Potential 60 Risk 62 Updated 2026-11-03

Official website

Forecast impact

limited

Target +6.0% target fill 94.3%

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: 2026-10-29

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: 0.8%
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 10 of 11

JPMorgan Chase Promotes Doug Petno and Troy Rohrbaugh to Co-Presidents Amid CEO Succession Planning

06/26/2026, 05:38 AM economy appointment Micron JPMorgan Chase Microsoft Apple

Recent market movements highlight the impact of rising memory costs on major tech companies and the implications of Supreme Court rulings on Bayer and immigration policies, which could influence investor sentiment and sector performance.

JPMorgan Chase Appoints Doug Petno and Troy Rohrbaugh as Co-Presidents Following Retirement of Marianne Lake

06/25/2026, 05:38 AM business appointment JPMorgan Chase

JPMorgan Chase has appointed Doug Petno and Troy Rohrbaugh as co-presidents, a strategic move in CEO Jamie Dimon's succession planning, while also announcing the retirement of Marianne Lake, a key executive.

Analysts Goldman Sachs raise dividend to $5 per share following stress test results

06/24/2026, 05:36 PM investing recommendation Analysts: analysts, Goldman Sachs finance Winnebago BlackBerry Micron JPMorgan Chase Goldman Sachs McCormick Wells Fargo Qualcomm Darden Restaurants Morgan Stanley

Investors should note the significant movements in chip stocks and upcoming economic data releases that could influence market trends. Key earnings reports and dividend increases from major banks also highlight shifts in corporate performance and investor sentiment.

JPMorgan Chase (JPM) announces $50 billion share buyback and 10% dividend increase following Fed stress test results

06/24/2026, 02:36 PM business announcement finance JPMorgan Chase Goldman Sachs Wells Fargo Morgan Stanley Bank of America

JPMorgan Chase announced a $50 billion share repurchase program and a 10% increase in its quarterly dividend following the Federal Reserve's stress test, which confirmed that major U.S. banks are well-capitalized. This move reflects strong financial performance and confidence in the banking sector's stability.

Wolfe Research Highlights Dividend Payers with Consistent Share Buybacks Amid Market Volatility

06/22/2026, 01:38 PM investing review finance JPMorgan Chase Honeywell Colgate-Palmolive Best Buy

Wolfe Research suggests that investors should consider companies with a strong history of stock buybacks as a defensive strategy in a volatile market, highlighting several firms that also offer dividends.

Analysts JPMorgan expect faster oil flows through the Strait of Hormuz as geopolitical tensions ease

06/18/2026, 05:36 AM investing forecast Analysts: analysts, JPMorgan energy JPMorgan Chase

Recent developments regarding a potential peace deal between the U.S. and Iran have led to a significant drop in oil prices, impacting market dynamics and consumer gasoline costs. Investors should monitor ongoing geopolitical tensions and production capabilities in the Middle East as these factors could influence future oil supply and prices.

Analysts expect market volatility as major stocks like Apple (AAPL) and Kroger (KR) report earnings amid fluctuating economic indicators

06/17/2026, 05:35 PM investing review Analysts: analysts consumer finance JPMorgan Chase Comcast Kroger CME Group Moderna Salesforce Apple Bank of America

The article highlights significant market movements and upcoming events that could influence stock prices, particularly focusing on major companies like Apple, Moderna, and Kroger, as well as broader market trends in energy and banking sectors.

Financial Stocks Approach Breakout Territory Amid AI Dominance

06/17/2026, 12:35 PM investing review finance JPMorgan Chase US Bancorp Travelers Invesco Chubb Bank of America

Financial stocks are gaining attention as many are nearing breakout levels, with 20 out of 76 in the sector trading within 10% of their 52-week highs, despite being overshadowed by AI stocks this year. This trend indicates potential growth opportunities for investors in the financial sector.

Stocks Making Significant Moves Midday: SpaceX, JPMorgan, UniQure, Intel, and More

06/17/2026, 10:37 AM business review JPMorgan Chase Aehr Test Systems La-Z-Boy SpaceX Intel CarMax Salesforce AST SpaceMobile

Midday trading saw significant movements in various stocks, with SpaceX experiencing a decline after a strong IPO, while bank stocks reached new highs, indicating a broadening bull market.

JPMorgan Analysts Highlight Reopening Biotech IPO Market Amid Continued Big Pharma M&A Activity

06/15/2026, 10:36 PM business review Analysts: analysts, JPMorgan biotech healthcare JPMorgan Chase GSK

The biotech sector is experiencing a resurgence in public market activity, but many leading companies may prefer acquisition by larger pharmaceutical firms over pursuing initial public offerings (IPOs). This trend reflects a selective investment climate and a strategic shift in how biotech firms approach growth and funding.