JPMorgan Chase (JPM) is a diversified banks company in the Financials sector. Listed on the NASDAQ, JPMorgan Chase is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $309.14.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $309.14 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 18.73% |
| Risk / Std Dev (Annualized) | 24.45% |
| Sharpe Ratio (rf=4.5%) | 0.58 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Diversified Banks
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 18.73% with an annualized volatility of 24.45%. The Sharpe ratio of 0.58 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 828.34B |
| Enterprise Value | 587.25B |
| Trailing P/E | 14.79 |
| Forward P/E | 13.13 |
| Price to Book | 2.41 |
| Price to Sales | 4.77 |
| EV/Revenue | 3.38 |
| Profitability | | | Profit Margin | 33.94% | | Operating Margin | 43.74% | | ROE | 16.47% | | ROA | 1.27% |
| Growth | | | Revenue Growth | 12.7% | | Earnings Growth | 17.2% |
| Dividend | | | Dividend Yield | 194.0% | | Payout Ratio | 28.24% | | 5Y Avg Yield | 239.0% |
| Financial Health | | | Total Revenue | 173.56B | | Total Debt | 1321.1B | | Total Cash | 1582.25B | | Operating Cash Flow | -107.7B |
| Price & Technical | | | 52W High | $337.25$ | | 52W Low | $262.71$ | | 50-Day Avg | $305.19$ | | 200-Day Avg | $306.29$ | | Beta | 1.0 | | Shares Outstanding | 2.68B | | Float Shares | 2.67B | | Insider Holdings | 0.38% | | Institutional Holdings | 75.64% | | Short Ratio | 3.36 | | Short % of Float | 1.07% |
| Analyst Targets | | | Target High | $391.0$ | | Target Low | $295.0$ | | Target Mean | $342.19$ | | Target Median | $340.0$ | | # of Analysts | 21 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.