JPMorgan Chase (Germany) Buy Hold or Sell Recommendation

CMC Stock  EUR 227.85  2.65  1.18%   
Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding JPMorgan Chase Co is 'Strong Buy'. Macroaxis provides JPMorgan Chase buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CMC positions.
  
Check out JPMorgan Chase Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual companies such as JPMorgan and provide practical buy, sell, or hold advice based on investors' constraints. JPMorgan Chase Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

Execute JPMorgan Chase Buy or Sell Advice

The JPMorgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on JPMorgan Chase Co. Macroaxis does not own or have any residual interests in JPMorgan Chase Co or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute JPMorgan Chase's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell JPMorgan ChaseBuy JPMorgan Chase
Strong Buy

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails

Reporting Quality (M-Score)

InapplicableDetails
For the selected time horizon JPMorgan Chase Co has a Risk Adjusted Performance of 0.1289, Jensen Alpha of 0.3091, Total Risk Alpha of 0.2518, Sortino Ratio of 0.2621 and Treynor Ratio of 17.39
Macroaxis provides investment recommendation on JPMorgan Chase to complement and cross-verify current analyst consensus on JPMorgan Chase. Our trade recommendations engine determines the entity's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure JPMorgan Chase Co is not overpriced, please check out all JPMorgan Chase fundamentals, including its shares outstanding, shares owned by institutions, price to book, as well as the relationship between the shares owned by insiders and price to earning .

JPMorgan Chase Trading Alerts and Improvement Suggestions

About 72.0% of the company shares are held by institutions such as insurance companies

JPMorgan Chase Returns Distribution Density

The distribution of JPMorgan Chase's historical returns is an attempt to chart the uncertainty of JPMorgan Chase's future price movements. The chart of the probability distribution of JPMorgan Chase daily returns describes the distribution of returns around its average expected value. We use JPMorgan Chase Co price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of JPMorgan Chase returns is essential to provide solid investment advice for JPMorgan Chase.
Mean Return
0.32
Value At Risk
-1.19
Potential Upside
2.90
Standard Deviation
2.06
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of JPMorgan Chase historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

JPMorgan Chase Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to JPMorgan Chase or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that JPMorgan Chase's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a JPMorgan stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
0.31
β
Beta against Dow Jones0.02
σ
Overall volatility
2.06
Ir
Information ratio 0.14

JPMorgan Chase Volatility Alert

JPMorgan Chase Co has relatively low volatility with skewness of 3.99 and kurtosis of 24.41. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure JPMorgan Chase's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact JPMorgan Chase's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

JPMorgan Chase Fundamentals Vs Peers

Comparing JPMorgan Chase's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze JPMorgan Chase's direct or indirect competition across all of the common fundamentals between JPMorgan Chase and the related equities. This way, we can detect undervalued stocks with similar characteristics as JPMorgan Chase or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of JPMorgan Chase's fundamental indicators could also be used in its relative valuation, which is a method of valuing JPMorgan Chase by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare JPMorgan Chase to competition
FundamentalsJPMorgan ChasePeer Average
Return On Equity0.13-0.31
Return On Asset0.0102-0.14
Profit Margin0.31 %(1.27) %
Operating Margin0.38 %(5.51) %
Current Valuation(426.6 B)16.62 B
Shares Outstanding2.94 B571.82 M
Shares Owned By Insiders0.91 %10.09 %
Shares Owned By Institutions71.74 %39.21 %
Price To Earning10.53 X28.72 X
Price To Book1.53 X9.51 X
Price To Sales2.97 X11.42 X
Revenue128.64 B9.43 B
Gross Profit122.31 B27.38 B
Net Income37.68 B570.98 M
Cash And Equivalents1.06 T2.7 B
Cash Per Share325.87 X5.01 X
Total Debt295.87 B5.32 B
Book Value Per Share90.29 X1.93 K
Cash Flow From Operations107.12 B971.22 M
Earnings Per Share11.39 X3.12 X
Price To Earnings To Growth1.18 X4.89 X
Number Of Employees293.72 K18.84 K
Beta1.1-0.15
Market Capitalization391.83 B19.03 B
Total Asset3.67 T29.47 B
Z Score0.68.72
Annual Yield0.03 %
Five Year Return2.17 %
Net Asset3.67 T
Last Dividend Paid4.0

JPMorgan Chase Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as JPMorgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About JPMorgan Chase Buy or Sell Advice

When is the right time to buy or sell JPMorgan Chase Co? Buying financial instruments such as JPMorgan Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having JPMorgan Chase in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Consumer Discretionary ETFs Thematic Idea Now

Consumer Discretionary ETFs
Consumer Discretionary ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Consumer Discretionary ETFs theme has 29 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Discretionary ETFs Theme or any other thematic opportunities.
View All  Next Launch

Additional Information and Resources on Investing in JPMorgan Stock

When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:
Check out JPMorgan Chase Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.