An article discussed whether JPMorgan Chase & Co. qualifies as a top momentum stock pick.
Read →Based on its own history, a month from now JPM has typically landed between −9.6% and +10.9%.
actual price median path middle 50% (IQR) 90% range
Actual 1-month windows behind the coneiEvery overlapping 1-month window in this security's own price history was ranked by realized return; shown are the 3 worst and 3 best of 4,648 windows spanning 2008-01-02 to 2026-07-24. Not cherry-picked — these are the extremes of the full sample. Max drop / max rise are the deepest and highest points reached within each window. See /methodology.
| Start | Return | Max drop | Max rise |
|---|---|---|---|
| 3 worst | |||
| 2008-12-17 | −42.5% | −42.5% | +0.0% |
| 2020-02-21 | −41.8% | −41.8% | +0.0% |
| 2008-10-23 | −40.0% | −40.0% | +11.4% |
| 3 best | |||
| 2009-03-06 | +77.3% | −0.2% | +84.1% |
| 2009-03-05 | +76.7% | −4.2% | +76.7% |
| 2009-03-09 | +71.7% | +0.0% | +84.5% |
4,648 overlapping windows · 2008-01-02 – 2026-07-24 · not cherry-picked
FundamentalsiAs-reported figures and standard ratios from FMP, as of 2026-07-25. Revenue, net income and free cash flow can toggle annual or quarterly; margin, ROE and debt-to-equity are shown by fiscal year. We report the figures and the trend — no target price and no over/under-valued call. More on /methodology.
$946.4B
market cap
$23.21
EPS (TTM)
15.2
P/E (TTM)
2026-10-13
next earnings
Revenue$279.7B
'20'25
Net income$57.0B
'20'25
Free cash flow$100.9B
'20'25
Net margin · by yr20.4%
'20'25
ROE · by yr15.7%
'20'25
Debt / equity · by yr2.60
'20'25
Fair value — three views
iThree independent estimates of per-share value, each by a different method and each with its own assumptions: a discounted-cash-flow intrinsic value, a peer comparable (the median trailing P/E of 69 sector peers times this company's trailing EPS), and the analyst price-target consensus. They routinely disagree — that gap is the point. We show the three marks and the current price; we do not blend them into a single number or call the stock over- or under-valued. Marks as of the latest capture. More on /methodology.- DCF (intrinsic)$730.30
- Peer P/E × EPS · sector median 16.4× · n=69$380.23
- Analyst target · range $305.00–$420.00$370.00
- Current price$353.21
Seasonality · by month
iFor each calendar month, the share of years this security closed higher than the month before, and the average month-over-month return, over ~19 years of its own price history. Cells are shaded by average return. This is historical frequency, not a prediction — no month is a signal.Jan
50%
−0.1%
n=18
Feb
58%
+0.9%
n=19
Mar
42%
+0.4%
n=19
Apr
58%
+3.0%
n=19
May
47%
−0.2%
n=19
Jun
42%
−0.9%
n=19
Jul
89%
+5.5%
n=19
Aug
44%
−0.7%
n=18
Sep
56%
+0.7%
n=18
Oct
67%
+3.1%
n=18
Nov
67%
+3.1%
n=18
Dec
61%
+2.6%
n=18
Up-frequency and average month-over-month return · historical frequency, not a prediction
Company insiders
Last 90 days · as of 2026-07-22 · point-in-time by filing date
Conviction purchases (open-market common)none
Insider open-market sales9 · $13.7M
What was excluded from the conviction count, and why
8 award/RSU grants and 2 gifts excluded — these carry no conviction information.
Congressional disclosuresiDisclosures shown as facts. In our data, weeks with clustered congressional buying showed no forward edge (−17 bp/mo, n=1,683) — this is not a signal to trade on. See /methodology.
As of 2026-07-22 · point-in-time by filed date
All disclosed trades (broad sample)baseline forward return +1.97%/mo · n=826,150 ticker-weeks
≥2-distinct-buyer clusters (subset)+1.80%/mo · n=1,683 → −17 bp/mo vs baseline — no forward edge
The spec's illustrative “+46 bp/mo (n=38,134)” cluster tilt is not reproduced in our data (audition-log 2026-07-25) — so we publish the measured figures above, not that number.
| Member | Chamber | Type | Filed | Traded | Size |
|---|---|---|---|---|---|
| Alan Armstrong | Senate | sale | 2026-07-21 | 2026-03-27 | $15–50K |
| Ro Khanna | House | purchase | 2026-07-06 | 2026-06-01 | $1–15K |
| Ro Khanna | House | purchase | 2026-07-06 | 2026-06-01 | $1–15K |
| Ro Khanna | House | sale | 2026-07-06 | 2026-06-02 | $1–15K |
| Ro Khanna | House | sale | 2026-07-06 | 2026-06-05 | $1–15K |
| Ro Khanna | House | purchase | 2026-06-09 | 2026-05-18 | $1–15K |
| Ro Khanna | House | purchase | 2026-06-09 | 2026-05-18 | $1–15K |
| Ro Khanna | House | purchase | 2026-06-09 | 2026-05-27 | $1–15K |
| Ro Khanna | House | purchase | 2026-05-11 | 2026-04-21 | $15–50K |
| Sheldon Whitehouse | Senate | sale | 2026-05-04 | 2026-04-13 | $15–50K |
| Elizabeth Fletcher | House | sale | 2026-05-01 | 2026-04-08 | $1–15K |
| Ro Khanna | House | sale | 2026-04-07 | 2026-03-10 | $15–50K |
| Ro Khanna | House | purchase | 2026-04-07 | 2026-03-23 | $1–15K |
| Ro Khanna | House | purchase | 2026-04-07 | 2026-03-30 | $15–50K |
What's happening · recap
claude-sonnet-5Generated 2026-07-25 · stored before display, never written live
Recent coverage of JPMorgan Chase (JPM) on 2026-07-24 largely consists of Zacks commentary on the stock's momentum and long-term standing, along with reports on institutional investors adjusting their equity stakes, and remarks from CEO Jamie Dimon about global and fiscal risks. A separate 2026-07-23 piece compared a traditional financial-sector ETF's one-year return of 28.40% to a leveraged fund's 7.81% return over the same period.
In the news
An article examined how Wall Street analysts' published assessments of JPMorgan Chase & Co. might inform investment decisions.
Read →An article described JPMorgan Chase & Co. as included in a list of long-term stock picks maintained by Zacks' Focus List.
Read →CEO Jamie Dimon made cautious remarks in a CNBC interview about global and fiscal risks that markets may be underestimating.
Read →Decker Wealth Management LLC disclosed acquiring a new stake of 2,241 shares of JPMorgan Chase & Co., valued at about $659,000, in the first quarter per an SEC filing.
Read →Dimensional Fund Advisors LP disclosed raising its stake in JPMorgan Chase & Co. by 3.3% in the first quarter, owning 18,968,884 shares, per an SEC filing.
Read →Balefire LLC disclosed increasing its stake in JPMorgan Chase & Co. by 18.6% in the first quarter, owning 11,836 shares, per a Form 13F filing.
Read →A comparison of financial-sector ETFs noted that the traditional fund FTXO returned 28.40% over one year with lower costs versus 7.81% for the leveraged fund UYG.
Read →Research tool, not investment advice — historical frequencies, not recommendations. Full terms.