JPMorgan is a leading global financial services firm with operations in 66 countries and over 320,000 employees as of June 2026... Show more
JPMorgan Chase shares have drifted modestly lower over the trailing 30 days, moving from roughly $351 to about $340 — a decline of approximately 3.3%. The stock had climbed through the back half of summer before pulling back from its August peak, with a sharper single-session slide in late September as financials underperformed the broader market.
The recent softness has coincided with investors rotating capital toward technology names, partly on renewed questions about how artificial-intelligence-driven commerce could reshape traditional payments and banking. Even so, the financial sector has still posted a modest gain over the trailing three months, underscoring that the move reflects a repricing of near-term expectations rather than a reversal in JPMorgan's underlying earnings power.
JPMorgan Chase & Co. is the largest U.S. bank by assets and one of the world's leading diversified financial services firms, with roughly $5.0 trillion in assets and $375 billion in stockholders' equity as of June 30, 2026. Led by Chairman and CEO Jamie Dimon, the firm operates across four principal lines of business: Consumer & Community Banking, the Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management.
The company's competitive strength lies in its scale and diversification, spanning consumer and small-business banking, investment banking, markets and trading, payments, and asset management. Its asset and wealth management division oversees more than $5.1 trillion in assets under management and roughly $7.7 trillion in client assets, giving the firm a leading position across institutional and retail franchises. Investors closely follow JPMorgan as a bellwether for the U.S. economy and the health of the broader banking system.
Several verified developments have shaped investor sentiment in recent weeks. In July, JPMorgan posted its highest quarterly profit on record, reporting second-quarter 2026 net income of $21.2 billion and revenue of $58.0 billion, up 41% and 27% year over year, respectively. Results were driven by a 45% increase in investment banking revenue and an 86% jump in equities trading revenue, and management raised its full-year net interest income outlook while announcing an increase in the quarterly dividend to $1.65 per share.
On September 21, 2026, the firm announced a $20 billion strategic partnership with the Qatar Investment Authority, split between a public-equities mandate and a private-markets initiative targeting U.S. middle-market companies. The deal reinforces JPMorgan's asset-management ambitions even as the stock slipped the following session.
That decline was part of a broader bank selloff. On September 22, 2026, financial stocks led the S&P 500 lower as traders rotated into technology, with peers such as Bank of America (BAC), Citigroup (C), and Goldman Sachs (GS) also trading down. Concerns centered on Meta Platforms (META)' newly unveiled "Muse" AI agent and whether such tools could eventually reduce the role of traditional financial intermediaries. Separately, the Federal Reserve's plan to average banks' two most recent stress-test results when setting capital buffers has drawn attention as a factor that could smooth year-to-year swings in required capital.
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Looking ahead, the most immediate catalyst is JPMorgan's third-quarter 2026 earnings report, scheduled for October 13, 2026. Investors will focus on the trajectory of net interest income as interest-rate expectations evolve, the sustainability of investment banking and equities revenue after a record first half, and the pace of expense growth, with full-year adjusted expenses guided to approximately $107.5 billion.
Other factors worth monitoring include credit quality, particularly the card net charge-off rate, the impact of the Federal Reserve's stress-test framework changes on capital planning and shareholder distributions, and how emerging AI-driven commerce tools may influence payments volume over time. Broader macroeconomic conditions, including inflation, employment, and the rate environment, will continue to shape both net interest margins and loan demand. As with any equity, outcomes will depend on the interplay of these forces rather than any single indicator.
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.
The RSI Indicator for JPM moved out of oversold territory on September 24, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 27 similar instances when the indicator left oversold territory. In 23 of the 27 cases the stock moved higher. This puts the odds of a move higher at 85%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 3 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +1.64% 3-day Advance, the price is estimated to grow further. Considering data from situations where JPM advanced for three days, in 217 of 365 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
JPM may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Momentum Indicator moved below the 0 level on September 14, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on JPM as a result. In 39 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 47%.
JPM moved below its 50-day moving average on September 16, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for JPM crossed bearishly below the 50-day moving average on September 18, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 14 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 57%.
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 50 of 62 cases within the following month. The odds of a continued downward trend are 58%.
The Aroon Indicator for JPM entered a downward trend on September 24, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
The Tickeron SMR rating for this company is 1 (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 9 (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 46 (best 1 - 100 worst), indicating fairly steady price growth. JPM’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 50 (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 Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 88 (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: P/B Ratio (2.579) is normal, around the industry mean (1.970). P/E Ratio (14.698) is within average values for comparable stocks, (15.079). Projected Growth (PEG Ratio) (1.592) is also within normal values, averaging (2.038). JPM has a moderately low Dividend Yield (0.018) as compared to the industry average of (0.026). P/S Ratio (4.888) is also within normal values, averaging (3.867).
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
a major bank
Industry MajorBanks