Ticker: JPM

JPMorgan Chase

Finance Financials Banks - Diversified

Price 337.04

Reco Hold Potential 59 Risk 70 Updated 2026-10-31

Official website

Forecast impact

limited

Target +7.1% target fill 93.4%

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 4 of 11

Analysts 22V Research caution that rapid rise in 10-year Treasury yield could signal financial disruptions

09/25/2026, 05:37 AM forecast Analysts: analysts finance JPMorgan Chase State Street Corporation

The rapid rise in the 10-year Treasury yield, now exceeding 5.17%, raises concerns among investors as historical patterns suggest that such swift increases often precede financial disruptions. Analysts warn that this trend could impact various sectors, particularly regional banks and utilities, which are already showing signs of strain.

Analysts J.P. Morgan warn of stagflation risks despite stable economic growth

09/24/2026, 10:36 PM research Analysts: analysts, JPMorgan finance JPMorgan Chase

J.P. Morgan warns that persistent high oil prices could signal the onset of stagflation, characterized by rising inflation without a significant economic slowdown, which could impact investor strategies and market dynamics.

JPMorgan Chase CEO Jamie Dimon Projects Hyperscaler AI Spending Could Reach $1 Trillion in 2024

09/21/2026, 06:36 PM forecast Analysts: JPMorgan ai finance JPMorgan Chase

JPMorgan Chase CEO Jamie Dimon forecasts that hyperscaler spending on artificial intelligence could reach $1 trillion next year, highlighting its significant impact on economic growth and inflation. This trend underscores the importance of AI investments for companies and the broader market.

Oil Prices Decline Amid Strong Crude Flows and Geopolitical Tensions

09/20/2026, 07:30 PM stock_drop energy JPMorgan Chase

Oil prices declined as traders monitor the potential recovery of shipments from Saudi Arabia amidst recent attacks by Iran-backed Houthis. The market remains sensitive to geopolitical tensions and supply dynamics.

JPMorgan Chase CEO Jamie Dimon to Attend State Dinner with President Trump and Chinese Leader Xi Jinping

09/18/2026, 09:39 AM politics announcement JPMorgan Chase

JPMorgan Chase CEO Jamie Dimon's attendance at President Trump's state dinner for Chinese leader Xi Jinping highlights the intersection of finance and international relations, which could influence investor sentiment and market dynamics.

Growth Stocks Remain Attractive Compared to Value Amid Rising Interest Rates

09/16/2026, 08:36 AM investing research finance Micron JPMorgan Chase Microsoft Nvidia Apple

The Federal Reserve is poised to raise interest rates for the first time since 2023, with implications for the equity market as growth stocks continue to outperform value stocks despite rising yields. This trend suggests that investor sentiment remains focused on growth opportunities rather than value investments.

Analysts Goldman Sachs expect bull market to continue despite rising bond yields, recommend short-duration stocks

09/15/2026, 08:37 AM investing forecast Analysts: analysts, Goldman Sachs finance JPMorgan Chase Goldman Sachs Coca-Cola Accenture Whirlpool Moderna

Wall Street analysts suggest that while rising bond yields pose challenges for stocks, they do not foresee a derailment of the current bull market, emphasizing the importance of strategic adjustments in investment approaches.

Analysts JPMorgan expect upside for tech stocks despite AI safety warnings

09/14/2026, 09:37 AM investing forecast Analysts: analysts, JPMorgan ai software JPMorgan Chase Bank of America

Despite recent warnings about the dangers of artificial intelligence, analysts and traders remain optimistic about the tech sector, viewing the concerns as a strategic move by leading companies to maintain their competitive edge.

Jamie Dimon, CEO of JPMorgan Chase, Joins Bankers in Lobbying UK Government Ahead of Autumn Budget

09/11/2026, 01:36 AM announcement finance JPMorgan Chase

As the UK government prepares for its Autumn Budget, bankers, including JPMorgan Chase's CEO Jamie Dimon, are urging against a proposed windfall tax on banks and oil companies, citing concerns over competitiveness and investment.

CNBC Points Pro: Recommendations for United Airlines Credit Cards

09/07/2026, 04:36 PM review JPMorgan Chase United Airlines

Judy, a reader with multiple Chase credit cards, seeks advice on which new card to apply for to maximize her rewards, particularly for United Airlines flights. The analysis highlights the importance of reviewing existing card benefits and suggests options that align with her travel priorities.