Ticker: JPM

JPMorgan Chase

Finance Financials Banks - Diversified

Price 356.20

Reco Buy Potential 75 Risk 30 Updated 2026-07-27

Official website

Forecast impact

limited

Target +5.3% target fill 95.0%

Reaction D5 +3.41% · D10 pending fresh confirmed · market trust

Impact Potential 0 · Risk 0 valid until 2026-08-21

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: 2026-07-27

EPS (TTM) — earnings per share for the last 12 months, $: 23.26
Revenue QoQ — quarter-over-quarter revenue growth: 11.9%
EPS surprise: 35.8%
20d volatility: 1.1%
Dividend yield: 1.7%
last ex-date: 2026-07-06

AI recommendation changes

Date	Before	After	Reason
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
2026-07-22	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 3 of 6

Stocks to Watch: JPMorgan Chase Reports Q2 Earnings, Bank of America Exceeds Expectations, and KeyBanc Downgrades Apple (AAPL)

07/14/2026, 04:37 AM business review finance Telefonaktiebolaget LM Ericsson JPMorgan Chase IBM Wells Fargo Apple Bank of America

Major financial institutions reported their quarterly earnings, revealing mixed results that could influence investor sentiment and stock performance in the banking and tech sectors.

Big Banks Expected to Report Record Revenue Driven by SpaceX IPO and Geopolitical Volatility

07/13/2026, 05:39 AM business forecast Analysts: Wells Fargo finance JPMorgan Chase Goldman Sachs Morgan Stanley Bank of America

Major U.S. banks are expected to report strong second-quarter earnings driven by robust trading revenues and a resurgence in investment banking, particularly following the SpaceX IPO and increased market volatility due to geopolitical tensions. This performance highlights a favorable environment for the financial sector, raising questions about sustainability moving forward.

European Defense Startup Helsing Secures $1.8 Billion Funding at $18 Billion Valuation

07/13/2026, 01:36 AM economy fundraising defense ai JPMorgan Chase

Helsing, a European defense startup, has successfully raised $1.8 billion, achieving an $18 billion valuation, highlighting strong investor confidence in AI-driven defense technologies. This funding will enhance Helsing's capabilities in developing advanced military applications, particularly in light of increased European focus on sovereign defense capabilities.

Analysts expect earnings growth as major companies report this week, while chip stocks face volatility

07/12/2026, 11:36 PM forecast Analysts: analysts semiconductors finance JPMorgan Chase Goldman Sachs Taiwan Semiconductor Manufacturing Company ASML Samsung Netflix

The ongoing volatility in chip stocks, particularly following significant losses from SK Hynix, highlights investor uncertainty regarding the valuation of AI-related semiconductor shares. This trend is compounded by broader market reactions to geopolitical tensions and an upcoming earnings season.

Earnings Season Begins with Major Reports from JPMorgan Chase, Goldman Sachs, and Netflix

07/12/2026, 05:31 AM investing review JPMorgan Chase Goldman Sachs UnitedHealth Johnson & Johnson Netflix Morgan Stanley Bank of America

This week marks a significant earnings reporting period for nearly 28 S&P 500 companies, including major banks and Netflix, as investors closely monitor performance amid high market expectations and potential Federal Reserve interest rate changes.

Economists Highlight Divergence Between Stock Market Gains and Sluggish U.S. Economic Growth

07/10/2026, 05:36 AM economy research finance technology JPMorgan Chase Moody's

The stock market has experienced significant gains in the first half of 2026, while the U.S. economy shows signs of slowing growth, highlighting a disconnect that could confuse investors. This divergence raises concerns about the sustainability of economic health amid rising inflation and reliance on high-income households for consumer spending.

Goldman Sachs and Other Firms Implement Policies to Mitigate Insider Trading Risks on Prediction Markets

07/09/2026, 12:36 PM business announcement JPMorgan Chase Goldman Sachs Morgan Stanley

Goldman Sachs has implemented a ban on employee trading in prediction markets related to the bank and other sensitive areas, reflecting growing concerns over insider trading risks in these platforms. This move highlights the need for companies to establish clear policies as regulatory scrutiny increases in this emerging market.

SambaNova Achieves $11 Billion Valuation Following $1 Billion Funding Round Led by General Atlantic

07/08/2026, 01:36 AM economy fundraising ai semiconductors JPMorgan Chase Nvidia

SambaNova, an AI chip startup, has successfully raised $1 billion in funding, boosting its valuation to $11 billion as it positions itself as a competitor to Nvidia in the inference chip market. This significant investment reflects ongoing investor interest in companies that aim to innovate within the semiconductor sector, particularly in AI applications.

Coca-Cola and GE Aerospace Reach New Stock Highs Amid Strong Financial Sector Performance

07/06/2026, 04:37 PM investing review consumer industrials General Electric JPMorgan Chase Citi CrowdStrike Holdings SpaceX Robinhood Coca-Cola Fortinet Palo Alto Networks Bank of America

The Dow Industrials closed above 53,000 for the first time, while SpaceX made its debut on the Nasdaq-100, indicating significant movements in both the tech and financial sectors that could influence investor sentiment.

Analysts Bank of America recommend buying Spotify (SPOT) with a target price of $685, indicating 41% upside potential

07/05/2026, 06:32 AM investing recommendation Analysts: analysts, Bank of America media JPMorgan Chase IBM Walmart Snowflake Visa Spotify

Bank of America has identified several stocks, including Spotify, Visa, and Walmart, as potential investments for the third quarter, highlighting their growth prospects and upside potential for investors.