Big banks set to kick off earnings season
The third-quarter earnings season is set to kick off and the big banks are the first group to step into the earnings confessional. JPMorgan Chase (NYSE: JPM) and Wells Fargo (NYSE: WFC) will kick things off when both report before the opening bell on October 15. Bank of America (NYSE: BAC) and Citigroup (NYSE: C) are both expected to report next week as well.
Over the past year, the financial sector as a whole and the banking industry have both lagged the overall market—at least based on how the Financial Select Sector SPDR (NYSE: XLF) and the SPDR S&P Bank ETF (NYSE: KBE) have performed. The S&P is up 5.5% in the past year while the XLF is 2.55% and the KBE is down 7.43%. With interest rates jumping late last year and now declining, it has been a tough stretch for banks.
Looking at how the individual banks have performed, JPMorgan has kept pace with the S&P, but the other three mentioned above have underperformed the market. Citi is up ever so slightly in the past year and Bank of America is down slightly. Wells is down 3.63% in the past year.
For comparison purposes and for the sake of making it easy to compare the four stocks, I put together three separate tables—one that shows the fundamental indicators from Tickeron, one that shows various indicators from Investor’s Business Daily, and one that shows two sentiment indicators.
The table from Tickeron shows that Citi and Wells are both undervalued while Bank of America and JPMorgan are valued fairly. Wells shows solid price growth while Citi shows better P/E Growth than the others.
Due to a technical issue, the SMR rating and the Profit Vs. Risk rating were not available at the time of this writing. I don’t know of another site that has anything like the Profit Vs. Risk rating, but Investor’s Business Daily has a similar version of the SMR rating. The IBD table shows that JPMorgan has the best SMR rating with an A while Bank of America and Citi both receive B ratings. Wells lags the others in this category with a C rating.
All four companies score really well in the EPS rating and that measures a company’s earnings growth against all other companies in IBD’s data base. The RS rating is a price relative strength rating and that reflects the price performance I mentioned earlier where JPMorgan has kept pace with the S&P while the others have lagged slightly.
As for the sentiment indicators, all of the short interest ratios are below average with JPMorgan having the highest one at 2.4. The average short interest ratio is the neighborhood of 3.0.
As for the analysts’ ratings, we see that Citi is pretty highly thought of by the analysts and it is the only one showing extreme optimism in this category. Wells is the least favorite stock of the four, but with all of the issues the company has had in the past few years that is to be expected. JPMorgan is a little surprising in this category given how well the stock has done and how solid the fundamentals are for the company.
Looking at all three aspects of analysis—fundamentals, sentiment, and technical factors—I like JPMorgan the best with Bank of America as my second favorite. I don’t know if there is anything here to think any of the stocks will do more than keep pace with the overall market, but if I had to pick one it would be JPMorgan Chase.
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Harry Richardson — Algorithmic Trader & Strategy Developer Harry is an algorithmic trader specializing in impulse and breakout trading strategies across cryptocurrency and equity markets. With more than 10 years of experience in developing automated trading systems, he focuses on building structured algorithms designed to capture momentum while maintaining strict risk control. His approach combines quantitative analysis, real-market execution, and continuous performance monitoring. Vitalii prioritizes risk management, drawdown control, and strategy stability over short-term optimization, ensuring algorithms are adaptable to changing market conditions. He has developed and tested hundreds of automated strategies, working extensively with live trading environments, forward testing, and portfolio-level algorithm management. His work centers on transforming trading ideas into fully operational, scalable automated systems.
JPM sees MACD Histogram crosses below signal line
JPM saw its Moving Average Convergence Divergence Histogram (MACD) turn negative on August 14, 2026. This is a bearish signal that suggests the stock could decline going forward. Tickeron's A.I.dvisor looked at 46 instances where the indicator turned negative. In of the 46 cases the stock moved lower in the days that followed. This puts the odds of a downward move at .
Technical Analysis (Indicators)
Bearish Trend Analysis
The 10-day RSI Indicator for JPM moved out of overbought territory on August 13, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 44 similar instances where the indicator moved out of overbought territory. In of the 44 cases, the stock moved lower in the following days. This puts the odds of a move lower at .
The Momentum Indicator moved below the 0 level on August 19, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on JPM as a result. In of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where JPM declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
Bullish Trend Analysis
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where JPM advanced for three days, in of 359 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Aroon Indicator entered an Uptrend today. In of 324 cases where JPM Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 20, placing this stock better than average.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating outstanding price growth. JPM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: JPM's P/B Ratio (2.643) is slightly higher than the industry average of (1.897). P/E Ratio (15.063) is within average values for comparable stocks, (15.307). Projected Growth (PEG Ratio) (1.719) is also within normal values, averaging (1.603). JPM has a moderately low Dividend Yield (0.017) as compared to the industry average of (0.026). P/S Ratio (4.926) is also within normal values, averaging (3.937).
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