JPM
Price
$260.67
Change
-$0.37 (-0.14%)
Updated
May 22, 04:59 PM (EDT)
Capitalization
573.02B
53 days until earnings call
TBLD
Price
$18.25
Change
+$0.13 (+0.72%)
Updated
May 22, 04:59 PM (EDT)
Net Assets
645.81M
Interact to see
Advertisement

JPM vs TBLD

Header iconJPM vs TBLD Comparison
Open Charts JPM vs TBLDBanner chart's image
JPMorgan Chase & Co
Price$260.67
Change-$0.37 (-0.14%)
Volume$45.72K
Capitalization573.02B
Thornburg Income Builder Opportunities Trust
Price$18.25
Change+$0.13 (+0.72%)
Volume$1.97K
Net Assets645.81M
JPM vs TBLD Comparison Chart
Loading...
JPM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
TBLD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
JPM vs. TBLD commentary
May 23, 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 StrongBuy and TBLD is a Hold.

Interact to see
Advertisement
COMPARISON
Comparison
May 23, 2025
Stock price -- (JPM: $261.04)
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 1 FA rating(s) are green while.

  • JPM’s FA Score: 1 green, 4 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 5 TA indicator(s) are bullish.

  • JPM’s TA Score: 5 bullish, 4 bearish.

Price Growth

JPM (@Major Banks) experienced а -1.73% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Major Banks industry was +0.64%. For the same industry, the average monthly price growth was +8.51%, and the average quarterly price growth was +23.06%.

Reported Earning Dates

JPM is expected to report earnings on Jul 15, 2025.

Industries' Descriptions

@Major Banks (+0.64% 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
26
VALUATION
overvalued / fair valued / undervalued
1..100
97
Overvalued
PROFIT vs RISK RATING
1..100
10
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
44
P/E GROWTH RATING
1..100
39
SEASONALITY SCORE
1..100
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.

TECHNICAL ANALYSIS
Technical Analysis
JPMTBLD
RSI
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bearish Trend 7 days ago
47%
Bearish Trend 2 days ago
90%
Momentum
ODDS (%)
Bullish Trend 3 days ago
70%
Bearish Trend 2 days ago
83%
MACD
ODDS (%)
N/A
Bearish Trend 2 days ago
84%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
52%
Bearish Trend 2 days ago
81%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
62%
Bullish Trend 2 days ago
89%
Advances
ODDS (%)
Bullish Trend 7 days ago
63%
Bullish Trend 21 days ago
89%
Declines
ODDS (%)
Bearish Trend 25 days ago
59%
Bearish Trend 2 days ago
83%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
53%
Bearish Trend 2 days ago
83%
Aroon
ODDS (%)
Bullish Trend 2 days ago
58%
Bullish Trend 2 days ago
90%
View a ticker or compare two or three
Interact to see
Advertisement
JPM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
TBLD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
IZEA2.810.02
+0.72%
IZEA Worldwide
BRT15.63-0.16
-1.01%
BRT Apartments Corp
COLM64.75-1.65
-2.48%
Columbia Sportswear Company
ROG66.63-1.92
-2.80%
Rogers Corp
HUM245.77-9.54
-3.74%
Humana

TBLD and

Correlation & Price change

A.I.dvisor tells us that TBLD and BHP have been poorly correlated (+10% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that TBLD and BHP's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TBLD
1D Price
Change %
TBLD100%
-0.08%
BHP - TBLD
10%
Poorly correlated
-0.76%
TSM - TBLD
6%
Poorly correlated
-0.87%
JPM - TBLD
2%
Poorly correlated
-1.75%
T - TBLD
-1%
Poorly correlated
-1.12%
CME - TBLD
-3%
Poorly correlated
+1.39%