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BMO vs JPM
Which Stock Would AI Choose? Bank of Montreal (BMO) vs. JPMorgan Chase & Co. (JPM) Stock Comparison
Key Takeaways
- Bank of Montreal (BMO) reported stronger year-to-date returns than JPMorgan Chase & Co. (JPM), with BMO advancing approximately 36% compared to JPM’s roughly 5-7% through early July 2026.
- BMO’s second-quarter 2026 results showed net income growth of 34% year-over-year, supported by efficiency gains and a dividend increase, while JPM prepares for its second-quarter earnings release scheduled for July 14, 2026.
- BMO completed a strategic acquisition of an Australia-based capital markets business focused on metals and mining, enhancing its global footprint.
- Both banks operate in the financial sector with exposure to interest rates and credit conditions, yet BMO’s recent momentum has outpaced JPM’s in relative performance metrics.
- Market sentiment remains constructive for both, with analysts noting solid capital positions; BMO’s Common Equity Tier 1 (CET1) ratio stood at 13.0% in its latest report.
- Return on equity (ROE) for BMO reached 13.0% in the second quarter, reflecting improved profitability amid broader banking sector recovery.
Introduction
Bank of Montreal (BMO) and JPMorgan Chase & Co. (JPM) represent two leading institutions in the North American banking sector, offering investors exposure to diversified financial services including retail banking, capital markets, and wealth management. This comparison examines their relative performance, recent developments, and positioning within the current market environment. Professional traders and long-term investors monitoring large-cap financials may find the analysis useful for assessing sector allocation decisions, risk-adjusted returns, and competitive dynamics between a major Canadian bank and the largest U.S. bank by assets. The review emphasizes verifiable metrics and observable trends from recent market activity.
BMO Overview and Recent Performance
Bank of Montreal operates as a diversified financial services provider with significant operations in Canada and the United States, alongside growing international activities. In recent weeks, BMO shares delivered robust gains, with year-to-date returns reaching approximately 36% as of early July 2026, significantly outpacing broader market benchmarks. The company’s second-quarter 2026 earnings highlighted a 34% increase in net income to $2.63 billion and adjusted earnings per share of $3.67, exceeding consensus estimates. Key influences included higher capital markets revenue, reduced provisions for credit losses, and operational efficiency improvements. BMO also raised its quarterly dividend and announced the acquisition of an Australia-based capital markets business specializing in metals and mining, strengthening its global capabilities. Stock price action reflected positive sentiment, with shares trading near 52-week highs around $178.
JPM Overview and Recent Performance
JPMorgan Chase & Co. serves as the largest U.S. bank by assets, providing extensive retail, commercial, investment banking, and asset management services globally. In recent market activity, JPM shares posted more modest gains, advancing roughly 5-7% year-to-date through early July 2026 while rising about 10% over the past month. The stock has traded near record levels above $339, supported by expectations of resilient earnings ahead of the second-quarter 2026 results scheduled for release on July 14. Factors influencing recent performance include steady net interest income trends and strength in investment banking fees amid favorable market conditions. JPM maintains a leading market position, with analysts highlighting its scale advantages and diversified revenue streams. Share price movements have shown resilience despite broader sector volatility.
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Head-to-Head Comparison
Bank of Montreal (BMO) and JPMorgan Chase & Co. (JPM) differ in geographic focus and growth drivers. BMO derives substantial revenue from Canadian retail and wealth management while expanding U.S. and international operations, whereas JPM benefits from dominant U.S. market share across consumer and institutional segments. Recent momentum favors BMO, evidenced by stronger year-to-date returns and post-earnings gains, compared with JPM’s steadier but lower relative appreciation. Both face similar risk factors including interest rate sensitivity, credit quality, and regulatory pressures. BMO’s recent acquisition adds metals and mining exposure, introducing sector-specific opportunities and risks, while JPM’s scale provides greater diversification. Market sentiment appears balanced, with BMO showing more pronounced short-term catalysts from earnings and M&A activity, and JPM positioned for consistent performance ahead of its upcoming results. Trade-offs center on BMO’s higher recent volatility versus JPM’s established stability.
Tickeron AI Verdict
Based on observable factors such as trend consistency, recent earnings delivery, and relative positioning, Tickeron’s AI models would likely assign a higher probabilistic preference to Bank of Montreal (BMO) in the current environment. BMO’s stronger year-to-date performance, successful earnings beat, and strategic acquisition provide clearer near-term catalysts compared with JPM’s pre-earnings positioning. However, outcomes remain probabilistic, as both institutions operate within the same cyclical sector and could respond differently to macroeconomic shifts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BMO is a Hold and JPM is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BMO’s FA Score shows that 3 FA rating(s) are green whileJPM’s FA Score has 3 green FA rating(s).
- BMO’s FA Score: 3 green, 2 red.
- JPM’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BMO’s TA Score shows that 2 TA indicator(s) are bullish while JPM’s TA Score has 6 bullish TA indicator(s).
- BMO’s TA Score: 2 bullish, 4 bearish.
- JPM’s TA Score: 6 bullish, 4 bearish.
Price Growth
BMO (@Major Banks) experienced а +1.47% price change this week, while JPM (@Major Banks) price change was +1.05% for the same time period.
The average weekly price growth across all stocks in the @Major Banks industry was -0.22%. For the same industry, the average monthly price growth was +5.57%, and the average quarterly price growth was +18.77%.
Reported Earning Dates
BMO is expected to report earnings on Aug 25, 2026.
JPM is expected to report earnings on Jul 14, 2026.
Industries' Descriptions
@Major Banks (-0.22% weekly)Major banks are among the biggest companies in the world, often times with global reach and market capitalizations in the multi-billions. Large banks often have multiple arms spanning different disciplines, from deposits, to investment banking, to wealth management and insurance. The biggest banks often have key competitive advantages over smaller players in the industry in terms of brand recognition, cost of capital, and efficiency. Think J.P. Morgan, Bank of America, Wells Fargo, and Citigroup.
| BMO | JPM | BMO / JPM | |
| Capitalization | 125B | 896B | 14% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 37.676 | 5.295 | 712% |
| P/E Ratio | 19.48 | 16.01 | 122% |
| Revenue | 37.5B | 186B | 20% |
| Total Cash | N/A | 22B | - |
| Total Debt | 288B | 517B | 56% |
BMO | JPM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 32 | 11 | |
SMR RATING 1..100 | 5 | 2 | |
PRICE GROWTH RATING 1..100 | 40 | 29 | |
P/E GROWTH RATING 1..100 | 24 | 35 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BMO's Valuation (77) in the Major Banks industry is in the same range as JPM (84). This means that BMO’s stock grew similarly to JPM’s over the last 12 months.
JPM's Profit vs Risk Rating (11) in the Major Banks industry is in the same range as BMO (32). This means that JPM’s stock grew similarly to BMO’s over the last 12 months.
JPM's SMR Rating (2) in the Major Banks industry is in the same range as BMO (5). This means that JPM’s stock grew similarly to BMO’s over the last 12 months.
JPM's Price Growth Rating (29) in the Major Banks industry is in the same range as BMO (40). This means that JPM’s stock grew similarly to BMO’s over the last 12 months.
BMO's P/E Growth Rating (24) in the Major Banks industry is in the same range as JPM (35). This means that BMO’s stock grew similarly to JPM’s over the last 12 months.
| BMO | JPM | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 49% | 4 days ago 59% |
| Stochastic ODDS (%) | 4 days ago 58% | 4 days ago 52% |
| Momentum ODDS (%) | N/A | 4 days ago 67% |
| MACD ODDS (%) | 4 days ago 53% | 4 days ago 61% |
| TrendWeek ODDS (%) | 4 days ago 57% | 4 days ago 63% |
| TrendMonth ODDS (%) | 4 days ago 50% | 4 days ago 57% |
| Advances ODDS (%) | 4 days ago 54% | 4 days ago 61% |
| Declines ODDS (%) | N/A | N/A |
| BollingerBands ODDS (%) | 4 days ago 60% | 4 days ago 51% |
| Aroon ODDS (%) | 4 days ago 43% | 4 days ago 57% |
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JPM and
Correlation & Price change
A.I.dvisor indicates that over the last year, JPM has been closely correlated with BAC. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if JPM jumps, then BAC could also see price increases.