JPM
Price
$287.24
Change
-$4.11 (-1.41%)
Updated
Aug 7, 04:59 PM (EDT)
Capitalization
573.02B
68 days until earnings call
STEW
Price
$17.56
Change
+$0.02 (+0.11%)
Updated
Aug 7, 04:53 PM (EDT)
Net Assets
2.13B
Interact to see
Advertisement

JPM vs STEW

Header iconJPM vs STEW Comparison
Open Charts JPM vs STEWBanner chart's image
JPMorgan Chase & Co
Price$287.24
Change-$4.11 (-1.41%)
Volume$80.95K
Capitalization573.02B
SRH Total Return Fund
Price$17.56
Change+$0.02 (+0.11%)
Volume$2.1K
Net Assets2.13B
JPM vs STEW Comparison Chart in %
Loading...
JPM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STEW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
JPM vs. STEW commentary
Aug 08, 2025

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 JPM is a Hold and STEW is a Hold.

Interact to see
Advertisement
COMPARISON
Comparison
Aug 08, 2025
Stock price -- (JPM: $291.35)
Brand notoriety:
Market capitalization --

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).

JPM’s FA Score shows that 3 FA rating(s) are green while.

  • 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.

JPM’s TA Score shows that 2 TA indicator(s) are bullish.

  • JPM’s TA Score: 2 bullish, 5 bearish.

Price Growth

JPM (@Major Banks) experienced а -2.76% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Major Banks industry was +0.42%. For the same industry, the average monthly price growth was +1.72%, and the average quarterly price growth was +19.96%.

Reported Earning Dates

JPM is expected to report earnings on Oct 14, 2025.

Industries' Descriptions

@Major Banks (+0.42% 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.

SUMMARIES
Loading...
FUNDAMENTALS RATINGS
JPM: Fundamental Ratings
JPM
OUTLOOK RATING
1..100
71
VALUATION
overvalued / fair valued / undervalued
1..100
98
Overvalued
PROFIT vs RISK RATING
1..100
9
SMR RATING
1..100
1
PRICE GROWTH RATING
1..100
45
P/E GROWTH RATING
1..100
24
SEASONALITY SCORE
1..100
55

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.

TECHNICAL ANALYSIS
Technical Analysis
JPMSTEW
RSI
ODDS (%)
Bearish Trend 2 days ago
54%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
53%
Bullish Trend 2 days ago
84%
Momentum
ODDS (%)
Bearish Trend 2 days ago
53%
Bearish Trend 2 days ago
75%
MACD
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
65%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
52%
Bearish Trend 2 days ago
72%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
52%
Bullish Trend 2 days ago
83%
Advances
ODDS (%)
Bullish Trend 16 days ago
62%
Bullish Trend 14 days ago
86%
Declines
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 3 days ago
75%
BollingerBands
ODDS (%)
N/A
Bearish Trend 2 days ago
85%
Aroon
ODDS (%)
Bullish Trend 2 days ago
59%
Bullish Trend 2 days ago
85%
View a ticker or compare two or three
Interact to see
Advertisement
JPM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STEW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CATH77.130.62
+0.81%
Global X S&P 500® Catholic Values ETF
HYXU54.930.43
+0.79%
iShares International High Yield Bd ETF
TMDV47.44N/A
N/A
ProShares Russell US Dividend Grwr ETF
LIAB152.72N/A
N/A
LifeX 2048 Infl-Prt Longevity Inc ETF
JRS7.65-0.04
-0.52%
Nuveen Real Estate Income Fund

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 82% 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JPM
1D Price
Change %
JPM100%
-0.01%
BAC - JPM
82%
Closely correlated
-0.31%
WFC - JPM
82%
Closely correlated
-0.45%
C - JPM
80%
Closely correlated
+0.78%
BCS - JPM
64%
Loosely correlated
+0.88%
NTB - JPM
60%
Loosely correlated
-0.61%
More

STEW and

Correlation & Price change

A.I.dvisor indicates that over the last year, STEW has been closely correlated with JPM. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if STEW jumps, then JPM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STEW
1D Price
Change %
STEW100%
+0.29%
JPM - STEW
74%
Closely correlated
-0.01%
CSCO - STEW
64%
Loosely correlated
+2.50%
WFC - STEW
58%
Loosely correlated
-0.45%
SWK - STEW
55%
Loosely correlated
-1.57%
EPD - STEW
54%
Loosely correlated
+0.26%
More