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 5 of 11

Anthropic Delays IPO Launch to Mid-October Ahead of U.S. Midterm Elections

09/05/2026, 01:30 AM announcement ai JPMorgan Chase Citi Goldman Sachs Morgan Stanley

Anthropic's initial public offering (IPO) is now expected to launch in mid-October, potentially marking one of the largest IPOs in history, valued at around $2 trillion, which will be a significant indicator of investor interest in the artificial intelligence sector.

Markets React to Federal Reserve Chairman Kevin Warsh’s Indications of Potential Rate Hike in September

08/31/2026, 01:36 PM business forecast finance JPMorgan Chase Citi Bank of America

Federal Reserve Chairman Kevin Warsh's recent comments have shifted market expectations towards a potential interest rate hike in September, although some analysts caution that the economic data does not support such a move at this time.

SEC Subpoenas Major Wall Street Banks Regarding AI Hedge Fund Situational Awareness’s Near Collapse

08/25/2026, 03:37 AM announcement finance JPMorgan Chase Citi Goldman Sachs Bank of America

The SEC has subpoenaed major Wall Street banks to investigate their involvement in the significant decline of the AI-focused hedge fund Situational Awareness, which saw its assets plummet from $45 billion to $10 billion due to heavy losses and margin calls. This inquiry highlights the risks associated with leverage in the rapidly growing AI sector.

Former JPMorgan Chase Executive Matt Zames Appointed as Advisor to Social Security Administration

08/21/2026, 07:37 AM business appointment JPMorgan Chase

Matt Zames, a former JPMorgan Chase executive, has been appointed as an advisor to the Social Security Administration, where he will assist in modernizing the agency's outdated technology systems and addressing its financial challenges.

JPMorgan’s James Sullivan Warns U.S. Treasury Market Intervention May Shift Debt Issues Rather Than Resolve Them

08/20/2026, 08:36 PM research finance ai JPMorgan Chase

JPMorgan warns that the U.S. Treasury's strategy of increasing debt buybacks may only provide temporary relief while failing to address the underlying debt burden, which could complicate market dynamics and investor choices.

Analysts Fundstrat Global Advisors highlight top stock picks for fall, including JPMorgan Chase (JPM) and Lumentum Holdings (LITE)

08/20/2026, 09:36 AM review Analysts: analysts, JPMorgan finance ai JPMorgan Chase Lumentum Holdings

Tom Lee of Fundstrat Global Advisors remains optimistic about the stock market as the fourth quarter approaches, highlighting specific stocks to buy and avoid based on a proprietary selection model.

Analysts JPMorgan initiated coverage of UMB Financial (UMBF) with an overweight rating and a price target of $180 by December 2027, anticipating a 578% increase

08/20/2026, 07:36 AM investing rating_growth Analysts: analysts, JPMorgan finance UMB Financial (UMBF) JPMorgan Chase

JPMorgan has initiated coverage of UMB Financial with an overweight rating, projecting a significant share price increase due to the bank's expansion into diversified financial services.

U.S.-Iran Ceasefire Set to Expire Amid Static Negotiations

08/17/2026, 12:36 AM review JPMorgan Chase

The expiration of the fragile U.S.-Iran ceasefire and the depletion of U.S. strategic oil reserves are raising concerns about potential market volatility and economic impacts, particularly in the oil sector and global markets.

Analysts Wells Fargo raised JPMorgan Chase & Co. (JPM) target price to $390, expecting it to become the first $1 trillion bank

08/16/2026, 05:31 AM investing rating_growth Analysts: analysts, JPMorgan, Wells Fargo finance JPMorgan Chase

Wells Fargo predicts that JPMorgan Chase & Co. could become the first bank to achieve a $1 trillion market capitalization, with potential to reach $2 trillion in the next 7-8 years, driven by strong growth and market share gains.

Analysts expect market movements as inflation data and corporate earnings reports loom

08/11/2026, 05:35 PM investing forecast Analysts: analysts finance JPMorgan Chase Cisco CoreWeave Airbnb Nike Bank of America

The upcoming consumer price index (CPI) data release is crucial for investors as it may influence Federal Reserve interest rate decisions, while notable stock movements in financials and tech highlight market trends.