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JPM

Live
Real-time chart · IB-grade AI research · Polygon.io data feed
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0 watching·0 alerts fired·0 entered position
RISK ZONE
Signal strength: 34% · Timeframe: Wait for setup
AI Insight

Risk factors are elevated at current levels. The model suggests waiting for a pullback before re-evaluating.

Not investment advice. Entry / Target / Stop-loss figures are algorithmic outputs for research workflow support only — they are not buy or sell recommendations. Stonvex is not a registered investment advisor. Past performance does not guarantee future results. Securities can lose value.

Recent signal performance

Historical performance of signals generated under the same rule set. Shown for transparency.

Last 90 daysn=128
63.2%
Win Rate (5D)
+3.8%
Avg Return (5D)
28.1%
Target Hit
14.9%
Stop Hit
Criteria

BUY signals · AI score 80+ · 5-day measurement window · Entry at signal close price

Past signal performance does not guarantee future results. Shown for context only. Not investment advice.

✦
Stonvex AI

Neutral

What you need to know right now

Why it's moving

  • +Recent news activity detected

This is an algorithmic assessment of current technical conditions, not investment advice. Past performance does not guarantee future results.

JPM

AI Research Report

Powered by Claude

Ready to analyze JPM

Runs the full IB-grade framework: Narrative, Reverse DCF, Comps, Sensitivity, and Deal Radar. Takes 20–40 seconds.

Free preview · 3 reports / hour · No sign-up required

AI Copilot

Ask anything about $JPM

Quick questions:

AI responses are for educational purposes only. Not investment advice.

🧬

Stock DNA

What drives JPM's price movement

Flow-Driven

Follow the money. Institutional flows and fund positioning are key drivers.

Money Flow31%

Smart money flows dominate — follow institutional positioning

News Catalyst29%

News-driven stock — headlines move the price

Volume / Liquidity22%

Moderate volume-sensitivity

Relative Strength9%

Underperforming peers — laggard in sector

Sentiment8%

Sentiment has low impact — data-driven moves

Price Momentum1%

Not momentum-driven — mean-reverts quickly

DNA analysis is based on current factor scoring. Not investment advice.

News

Latest news

Last 7 days, powered by Finnhub. Tap Analyze to classify direction.

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Pro research continues below

Factor grades, AI Copilot, personalized ranking, and deeper event analysis.

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Quant Grades

6-factor scoring with sector-relative rank. Updated daily.

C+
Stonvex Quant Grade
45.9/ 100
Rank-normalised composite of 6 factors, updated every 60 seconds.
Volume
B-
59 / 100

Today's volume vs prior session average.

Volatility
F
3 / 100

Absolute daily price move vs peers.

News Flow
A-
80 / 100

24h article count relative to the universe.

Sentiment
D
21 / 100

AI-classified polarity of recent news.

Dollar Flow
A
86 / 100

Today's dollar turnover (volume × VWAP).

Relative Strength
D
26 / 100

Signed daily return vs the rest of the universe.

Corporate events

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Data sources
Polygon.io~15 min delayed
Quotes, trades, and aggregates
FinnhubNear real-time
Company profile, news, analyst data
SEC EDGARHistorical
10-K, 10-Q, insider transactions, S-3 offerings
Analyst ConsensusEnd-of-day
Aggregated Wall Street ratings + price targets

Disclaimer: The content on this page is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consult a licensed financial advisor before making any investment decisions.

Stonvex

AI-powered stock research for US equities.

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© 2026 Stonvex. All rights reserved.

This site is for informational purposes only. Not investment advice. Past performance does not guarantee future results. Stonvex is not a registered investment advisor (RIA). You must be 18 years or older to use this service.

Earnings

Next report date, year-over-year trend, and recent quarter history.

Factor Grades

5-factor analysis: Valuation, Growth, Profitability, Momentum, Financial Health.

Financial statements

Most recent quarterly filings sourced directly from SEC EDGAR.

Wall Street Analyst Consensus

Third-party data · via Finnhub

These are published opinions from external sell-side analysts — not Stonvex recommendations. Ratings may change without notice, may conflict with each other, and may be wrong. Not investment advice.

Buy
Based on 32 analysts
Period: 2026-04-01
19 Buy (59%)13 Hold (41%)0 Sell (0%)
Rating Distribution
Strong Buy
3
Buy
16
Hold
13
Sell
0
Strong Sell
0
Trend
2026-04
19/13/0
2026-03
19/12/0
2026-02
19/10/2
2026-01
19/9/2

Consensus aggregated from publicly disclosed sell-side analyst ratings. Stonvex is not a registered investment advisor and does not endorse any of the ratings shown. Past analyst ratings do not predict future price movements.

Fundamentals

Valuation
Market Cap
$835.95B
P/E (TTM)
14.16S&P avg ~22
P/S (TTM)
2.90S&P avg ~2.8
P/B
2.17S&P avg ~4.5
P/FCF
5.59S&P avg ~26
EPS (TTM)
$21.38
Book/sh
$135.86
Cash/sh
$168.86
Profitability
Gross Margin
—avg ~45%
Operating Margin
41.23%avg ~15%
Net Margin
33.26%avg ~12%
ROE
16.32%avg ~18%
ROA
1.28%avg ~7%
ROI
4.13%
Payout Ratio
29.14%
FCF/sh
—
Growth & Health
Rev Growth YoY
108.98%
Rev Growth 5Y
7.73%
EPS Growth YoY
2.39%
EPS Growth 5Y
16.80%
Current Ratio
—
Quick Ratio
—
Debt/Equity
—
LT Debt/Eq
—
Trading & Dividends
Beta
1.06
52W High
$337.25
52W Low
$226.34
Avg Vol (10D)
8.28M
Avg Vol (3M)
10.70M
Div Yield
1.94%
Div/sh (TTM)
—
Analyst
Buy (32)
Price Performance
5D+0.03%
MTD+5.37%
3M-0.31%
6M+1.45%
YTD-3.81%
1Y+32.95%

Factor Grades

View details →
B-
Overall score: 64/100
B+
Valuation
B
Growth
B
Profitability
C
Momentum
C
Financial Health
NEW YORK STOCK EXCHANGE, INC.Market closed
JPMorgan Chase & Co
Banking
$310.29
$0.34 (+0.11%)
Open
$312.47
Prev close
$309.95
Day range
$310.09 – $314.90
52W range
$226.34 – $337.25
Mkt cap
$835.95B
P/E
14.2
EPS
$21.38
Beta
1.06
Q3 2025Period ends 2025-09-30
Revenue
$46.43B
Gross profit
—
Op income
$18.74B
Net income
$14.39B
EPS (basic)
$5.08
Assets
$4.56T
Liabilities
$4.20T
Operating CF
-$45.21B
View SEC filing →
Q2 2025Period ends 2025-06-30
Revenue
$44.91B
Gross profit
—
Op income
$18.28B
Net income
$14.99B
EPS (basic)
$5.25
Assets
$4.55T
Liabilities
$4.20T
Operating CF
$29.55B
View SEC filing →
Q1 2025Period ends 2025-03-31
Revenue
$45.31B
Gross profit
—
Op income
$18.41B
Net income
$14.64B
EPS (basic)
$5.08
Assets
$4.36T
Liabilities
$4.01T
Operating CF
-$251.84B
View SEC filing →
Q3 2024Period ends 2024-09-30
Revenue
$42.65B
Gross profit
—
Op income
$16.98B
Net income
$12.90B
EPS (basic)
$4.38
Assets
$4.21T
Liabilities
$3.86T
Operating CF
-$74.08B
View SEC filing →

Dividends

CAGR 30.7%
2022
$4.00
2023
$4.05
2024
$4.60
2025
$5.55
2026
$3.00
4 consecutive years of dividend growth
Recent payments
2026-04-06$1.5000
2026-01-06$1.5000
2025-10-06$1.5000
2025-07-03$1.4000
📅 Earnings in 86d (Jul 13)
Next earnings
Coming soon

Forward consensus and earnings date feed is being wired up. For now, track the actuals below.

Revenue YoY
-7.5%
Latest: $46.43B
EPS YoY
-17.1%
Latest: $5.08

Recent quarters

  • Q3 2025
    2025-09-30
    $46.43B
    EPS $5.08
    +3.4%
  • Q2 2025
    2025-06-30
    $44.91B
    EPS $5.25
    -0.9%
  • Q1 2025
    2025-03-31
    $45.31B
    EPS $5.08
    +6.2%
  • Q3 2024
    2024-09-30
$42.65B
EPS $4.38
-15.0%
JPMorgan Chase & Co

JPMorgan Chase & Co

Banking·NEW YORK STOCK EXCHANGE, INC.·US·318,512 employees·IPO 1969-03-05·jpmorganchase.com

JPMorgan is a leading global financial services firm with operations in 66 countries and over 318,000 employees as of year-end 2025. Under the JPMorgan brands, the bank holding company boasts a $4.9 trillion balance sheet and $2.68 trillion in deposits, as of March 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over 5,000 US branches, and manages over $7.1 trillion in client assets within its wealth and asset management franchise.

⚠️
Dilution risk detected

60 offering-related filings in the last 60 filings. Latest: 424B2 on 2026-04-17. View all →

Recent insider activity

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  • 4Insider transaction
    3d ago
  • 4Insider transaction
    3d ago
  • 4Insider transaction
    3d ago
  • 4Insider transaction
    3d ago
  • 4Insider transaction
    3d ago