JPMorgan strongly reset its price target on the company's attractive 2027 pipeline catalysts.
JPM JPMorgan Chase & Co.
XNYS
339.72
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
JPM
$339.72
—
Key stats
$339.72
After hours
$339.20
-0.15%
- 52-Week Range
- $279.10 – $366.50
- YTD
- +4.38%
- IV Rank (30D)
- 44.91
- Straddle Price
- $16.77
- P/C Vol Ratio
- 1.98
- Market Cap
- $891.0B
- Open
- $339.45
- Day Range
- $337.52 – $344.40
- Volume
- 8,424,592
- Prev Close
- $335.53
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.21% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.72% (VRP-adj) |
| WACC | 8.96% |
| Volatility Risk Premium | +22.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.1% |
| Rev. Growth (YoY, DCF input) | +5.3% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.05 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-162.5B |
| Return on Equity (TTM) | 17.0% |
| Book / Price | 39.2% — banking bias active (P/B is primary) |
| Bank Quality Adj | ×1.50 (target ROE vs peer median) |
| Gross Margin (TTM) | 65.6% |
| FCF Margin (TTM) | -57.0% |
| Debt / Equity | 1.23 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $348.45 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $336.15 |
| Bollinger Width / SMA20 | 2.1% (drives anchor stability) |
| Net Debt | $426.7B |
| Market Cap | $928B |
Peers used for multiples: BAC, C, COF, GS, MS, PNC, WFC
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
60%
20-Day Fair Value
≈ by Nov 16, 2026
$345.13
α +1.6%
rank 2%
conviction
80%
40-Day Fair Value
≈ by Dec 15, 2026
$350.00
α +3.0%
rank 5%
conviction
82%
60-Day Fair Value
≈ by Jan 13, 2027
$345.23
α +1.6%
rank 8%
conviction
60%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $112.93 | 0% | |
| Peer P/E | $389.58 | 8% | median 11.8× · 7 peers |
| Peer EV/EBITDA | n/a | 0% | median 17.7× · 7 peers |
| Peer P/B | $177.69 | 12% | median 1.4× · 7 peers |
| Peer P/S | $305.26 | 4% | median 1.9× · 7 peers |
| Market Anchor (SMA50) | $348.45 | 51% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $337.92 | 26% | 47 strikes · skew +0.75 |
As of 2026-10-16 · updated
Related
About
- Industry (SIC)
- NATIONAL COMMERCIAL BANKS (6021) · industry map
- Exchange
- XNYS
- Market Cap
- $891.0B
- Employees
- 320,560
- List Date
- 1969-03-05
- CIK
- 0000019617
- Headquarters
- New York, NY
- Homepage
- https://www.jpmorganchase.com
JPMorgan Chase is a leading global financial-services firm with operations in 66 countries and nearly 323,000 employees as of September 2026. Under the JPMorgan brands, the bank holding company boasts a $5.1 trillion balance sheet and $2.78 trillion in deposits as of September 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 2.22% | -8.10% | 3.58% | 1.32% | 11.38% | -6.02% | 0.73% |
| Feb | 13.54% | -6.19% | 2.69% | 7.10% | -0.81% | -2.54% | 2.30% |
| Mar | 1.15% | -0.10% | -8.59% | 8.10% | -5.88% | -1.14% | -1.08% |
| Apr | 0.07% | -11.79% | 6.21% | -3.62% | 0.39% | 6.04% | -0.45% |
| May | 7.09% | 9.78% | -3.89% | 5.61% | 6.93% | -4.21% | 3.55% |
| Jun | -6.33% | -13.32% | 5.71% | 0.22% | 9.54% | 10.37% | 1.03% |
| Jul | -3.37% | 1.15% | 7.74% | 3.58% | 2.01% | 5.53% | 2.77% |
| Aug | 5.81% | -0.42% | -6.90% | 8.10% | 4.16% | 0.96% | 1.95% |
| Sep | 2.49% | -8.74% | -1.23% | -4.29% | 5.25% | -6.80% | -2.22% |
| Oct | 1.65% | 16.85% | -3.28% | 7.19% | 0.13% | 1.96%* | 4.08% |
| Nov | -6.46% | 7.83% | 12.34% | 12.01% | 1.21% | -- | 5.39% |
| Dec | 0.29% | -1.57% | 8.45% | -2.66% | 4.31% | -- | 1.76% |
| Total | 17.76% | -17.59% | 22.48% | 49.87% | 44.54% | 2.78% | 19.97% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $335.65
SMA 50: $348.12
SMA 200: $322.36
Current: $339.72
EMA 12: $335.35
EMA 26: $338.84
MACD: -3.4921 | Signal: 1.1307
BEARISH
ADX (14): 23.36
WEAK TREND
+DI: 27.19
−DI: 23.11
Momentum Oscillators
RSI (14): 50.98
NEUTRAL
Stoch %K: 60.99
Stoch %D: 51.07
Williams %R: -24.21
Volume & Volatility
BB Upper: $345.89
BB Lower: $325.42
NEUTRAL
OBV: 413,472,152
Vol SMA 20: 8,180,245
Vol ROC: 26.49%
ATR: $6.53
True Range: $8.87
HV 20: 18.3%
HV 30: 16.8%
HV 60: 17.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-18T00:00:00 – 2026-10-16T00:00:00
AI Analysis
LLM Stock Analysis Report - JPM
Executive Summary
Overall Assessment: NEUTRAL with confidence level 6/10
Key Drivers:
- Bullish MACD signal
- RSI in neutral territory (55.22)
- Stable price action within a range (SMA 20 and SMA 50)
Primary Risks:
- High volatility in recent days (True Range: $4.51, IV Premium vs HV30: 109.8%)
- Potential for a breakout above the upper Bollinger Band ($365.79) or a breakdown below the lower band ($350.43)
Investment Thesis: JPMorgan's stablecoin push and digital payments edge may continue to drive its growth, but recent market volatility and mixed news sentiment may impact its near-term performance.
Recent News Sentiment Impact: The positive news headlines (Pepeto Presale Round and JPMorgan's Stablecoin Push) have a neutral-to-positive impact on the stock price. The neutral news headline (WisdomTree U.S. LargeCap Dividend ETF) has no significant effect.
Technical Analysis
Trend Direction:
- Short-term: NEUTRAL
- Medium-term: RANGE-BOUND
- Long-term: BULLISH
Support/Resistance Levels:
- Upper Bollinger Band: $365.79
- Middle Bollinger Band: $358.11
- Lower Bollinger Band: $350.43
- SMA 20: $358.11
- SMA 50: $347.19
Momentum Signals:
- RSI (14): 55.22 (neutral)
- MACD signal: Bullish (2.49 / Signal: -1.35)
News & Sentiment Analysis
Recent Headlines Summary: Positive news headlines from Pepeto and JPMorgan's stablecoin push, mixed with neutral news from WisdomTree U.S. LargeCap Dividend ETF.
Sentiment Assessment: NEUTRAL (positive 2/5, negative 1/5)
Catalyst Identification: Earnings data not available; no specific catalyst identified.
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to market (beta 0.78).
Volatility Regime: Current volatility is higher than historical levels (HV30 17.7%, HV60 20.9%).
Options Market Signals: IV Rank: 17.8% (Low) Current IV: 37.1% Expected Move: $15.60 (28 DTE)
Market Context & Positioning
Sector Performance: JPMorgan's sector, Finance, is performing relatively well.
Institutional Activity: Volume patterns suggest institutional interest, but not significant enough to drive the price.
Correlation Analysis: Stock moves less than market (correlation 0.45).
Relative Valuation: JPMorgan is positioned within a trading range.
Key Levels & Action Items
Critical Price Levels:
- Upper Bollinger Band: $365.79
- Middle Bollinger Band: $358.11
- Lower Bollinger Band: $350.43
Breakout/Breakdown Levels: None identified, but potential for a breakout above the upper band or breakdown below the lower band.
Time-Sensitive Catalysts: No specific catalyst identified.
Risk Management: Stop-loss levels should be set at $345.62 (10% below current price) and position sizing considerations are moderate risk.
This report provides an in-depth analysis of JPMorgan's stock, incorporating technical indicators, options metrics, beta analysis, market data, and recent news headlines. The overall assessment is NEUTRAL with a confidence level of 6/10 due to the mixed signals from the technical indicators and news sentiment.
Generated
News
All JPM news →
Management is shifting capital toward organic growth over buybacks, signaling confidence in long-term returns.
The stock market was divided with all the key indexes testing or breaking key levels amid AI financing fears and tumbling Treasury yields. The post Stock Market Swings On AI Fears, Tumbling Yields; Taiwan Semi, ASML, JPMorgan In Focus: Weekly Review appeared first on Investor's…
The S&P 500 is on its way toward closing out its fourth straight year of double-digit gains.
Priya Misra, Core Plus Bond ETF portfolio manager at JPMorgan Asset Management, says moves in the bond market are “overdone,” pricing in three interest-rate hikes by the Federal Reserve. Misra also says fixed income is a “really attractive asset class” to hedge the AI trade.…
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Earnings History
18 of 24 under expected move
Avg Expected Move
3.30%
Avg Actual Move
2.68%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-15 | Pre-Market | 2.68% | 1.79% | 0.67x | Within |
| 2021-04-14 | Pre-Market | 2.75% | 1.87% | 0.68x | Within |
| 2021-07-13 | Pre-Market | 2.77% | 1.49% | 0.54x | Within |
| 2021-10-13 | Pre-Market | 2.39% | 2.64% | 1.10x | Exceeded |
| 2022-01-14 | Pre-Market | 2.42% | 6.15% | 2.54x | Exceeded |
| 2022-04-13 | Pre-Market | 3.88% | 3.22% | 0.83x | Within |
| 2022-07-14 | Pre-Market | 3.90% | 3.49% | 0.89x | Within |
| 2022-10-14 | Pre-Market | 4.41% | 1.66% | 0.38x | Within |
| 2023-01-13 | Pre-Market | 3.08% | 2.52% | 0.82x | Within |
| 2023-04-14 | Pre-Market | 3.04% | 7.55% | 2.48x | Exceeded |
| 2023-07-14 | Pre-Market | 2.86% | 0.60% | 0.21x | Within |
| 2023-10-13 | Pre-Market | 2.91% | 1.50% | 0.52x | Within |
| 2024-01-12 | Pre-Market | 2.75% | 0.73% | 0.27x | Within |
| 2024-04-12 | Pre-Market | 3.42% | 6.47% | 1.89x | Exceeded |
| 2024-07-12 | Pre-Market | 2.84% | 1.21% | 0.43x | Within |
| 2024-10-11 | Pre-Market | 2.97% | 4.44% | 1.49x | Exceeded |
| 2025-01-15 | Pre-Market | 3.60% | 1.97% | 0.55x | Within |
| 2025-04-11 | Pre-Market | 5.38% | 4.00% | 0.74x | Within |
| 2025-07-15 | Pre-Market | 3.53% | 0.74% | 0.21x | Within |
| 2025-10-14 | Pre-Market | 4.07% | 1.91% | 0.47x | Within |
| 2026-01-13 | Pre-Market | 3.55% | 4.19% | 1.18x | Exceeded |
| 2026-04-14 | Pre-Market | 3.35% | 0.82% | 0.24x | Within |
| 2026-07-14 | Pre-Market | 3.39% | 2.50% | 0.74x | Within |
| 2026-10-13 | Pre-Market | 3.16% | 0.86% | 0.27x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
JPM Options Activity & IV Rank
JPM IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 22.4%
7-DTE IV: 21.7%
Expected Move: $16.77
7-DTE Move: $8.22
Days to Exp: 28 (2026-11-13)
Options Flow
Call Volume: 654
Put Volume: 1,297
P/C Volume: 1.983
BEARISH
Call OI: 3,540
Put OI: 1,138
P/C OI: 0.321
Total OI: 4,678
ATM Options Pricing
ATM Call: $8.07
ATM Put: $8.70
Call %: 2.4%
Put %: 2.6%
Chain Summary
Chain Volume: 107,284
Chain OI: 710,182
Last Updated: 10/16/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 25th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
25%
vs own history
GEX tilt
+0.13
OI-weighted, today
Vanna tilt
+0.63
δ-sensitivity to IV
Charm tilt
-0.68
δ-decay vs time
Vanna tilt +0.63: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.68: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 258 ATM contracts, 227k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
24%
+3.0
pts
EXTREME
ATM 22.1% / Wing 25.1%
30 DTE / 10d
24%
+3.7
pts
EXTREME
ATM 22.4% / Wing 26.1%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)29.1MediumOct 16
IV Rank (30 DTE)44.9MediumOct 16
Straddle Price (30 DTE)$16.77Oct 16
Beta Analysis
Risk Metrics
Beta: 0.7501
Alpha: 3.93%
Correlation: 0.4329
R-Squared: 18.7%
Stock Volatility: 22.1%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own JPM
9 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Viking Global Hedge fund Andreas Halvorsen | $949.1M | #9 of 90 | +7.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $805.1M | #11 of 4729 | +2.1% | 13F | |
| Citadel Hedge fund Ken Griffin | $724.9M | #22 of 6285 | -9.0% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $341.3M | #50 of 3716 | -15.0% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $126.2M | #116 of 3138 | -44.0% | 13F | |
| Markel Group Holding company Tom Gayner | $82.7M | #45 of 130 | 0.0% | 13F | |
| Point72 Hedge fund Steve Cohen | $78.5M | #214 of 1945 | new | 13F | |
| Soros Fund Management Family office George Soros, Robert Soros, Jonathan Soros | $38.7M | #58 of 251 | 0.0% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $7.7M | #383 of 997 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
JPM Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 2,765,750,000 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
73 filers$10.42B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | UBS Group AG Custodian | $2.27B | 21.81% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $1.90B | 18.26% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $1.79B | 17.23% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $1.39B | 13.39% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $360.49M | 3.46% | 2025-09-30 |
| 6 | D. E. Shaw & Co., Inc. Custodian | $272.40M | 2.62% | 2026-06-30 |
| 7 | Goldman Sachs Group Inc Custodian | $245.50M | 2.36% | 2026-06-30 |
| 8 | BNP Paribas Financial Markets Custodian | $228.02M | 2.19% | 2026-06-30 |
| 9 | TORONTO DOMINION BANK | $196.40M | 1.89% | 2026-06-30 |
| 10 | Millennium Management LLC Custodian | $155.38M | 1.49% | 2026-06-30 |
| 11 | CTC LLC | $149.00M | 1.43% | 2026-06-30 |
| 12 | TUDOR INVESTMENT CORP ET AL | $136.69M | 1.31% | 2026-06-30 |
| 13 | Walleye Trading LLC | $122.45M | 1.18% | 2026-06-30 |
| 14 | Barclays PLC Custodian | $116.20M | 1.12% | 2026-06-30 |
| 15 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $95.12M | 0.91% | 2026-06-30 |
| 16 | Delta Accumulation, LLC | $81.15M | 0.78% | 2026-06-30 |
| 17 | Royal Bank of Canada Custodian | $76.37M | 0.73% | 2026-06-30 |
| 18 | Citigroup Inc. Custodian | $60.52M | 0.58% | 2026-06-30 |
| 19 | Eisler Capital Management Ltd. | $58.56M | 0.56% | 2025-09-30 |
| 20 | Allianz Asset Management GmbH | $56.40M | 0.54% | 2026-06-30 |
| 21 | Squarepoint Ops LLC | $51.91M | 0.50% | 2026-06-30 |
| 22 | Wells Fargo & Company Custodian | $51.00M | 0.49% | 2026-06-30 |
| 23 | Balyasny Asset Management L.P. | $48.25M | 0.46% | 2026-06-30 |
| 24 | Man Group plc | $47.89M | 0.46% | 2026-06-30 |
| 25 | Qube Research & Technologies Ltd | $46.25M | 0.44% | 2026-06-30 |
91 filers$9.57B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $1.70B | 17.77% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $1.51B | 15.82% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $1.14B | 11.96% | 2026-06-30 |
| 4 | Citigroup Inc. Custodian | $832.86M | 8.70% | 2026-06-30 |
| 5 | UBS Group AG Custodian | $498.46M | 5.21% | 2026-06-30 |
| 6 | BNP Paribas Financial Markets Custodian | $465.73M | 4.87% | 2026-06-30 |
| 7 | Millennium Management LLC Custodian | $405.30M | 4.24% | 2026-06-30 |
| 8 | Barclays PLC Custodian | $349.59M | 3.65% | 2026-06-30 |
| 9 | Goldman Sachs Group Inc Custodian | $324.38M | 3.39% | 2026-06-30 |
| 10 | Wolverine Trading, LLC Custodian | $288.10M | 3.01% | 2025-09-30 |
| 11 | Eisler Capital Management Ltd. | $201.98M | 2.11% | 2025-09-30 |
| 12 | Wells Fargo & Company Custodian | $196.92M | 2.06% | 2026-06-30 |
| 13 | CTC LLC | $195.35M | 2.04% | 2026-06-30 |
| 14 | CAPSTONE INVESTMENT ADVISORS, LLC | $164.58M | 1.72% | 2026-06-30 |
| 15 | Balyasny Asset Management L.P. | $133.03M | 1.39% | 2026-06-30 |
| 16 | CREDIT AGRICOLE S A | $100.82M | 1.05% | 2026-06-30 |
| 17 | Walleye Trading LLC | $91.10M | 0.95% | 2026-06-30 |
| 18 | Allianz Asset Management GmbH | $87.14M | 0.91% | 2026-06-30 |
| 19 | Centiva Capital, LP | $84.52M | 0.88% | 2026-06-30 |
| 20 | Delta Accumulation, LLC | $81.15M | 0.85% | 2026-06-30 |
| 21 | Parallax Volatility Advisers, L.P. | $78.95M | 0.82% | 2026-06-30 |
| 22 | Qube Research & Technologies Ltd | $59.90M | 0.63% | 2026-06-30 |
| 23 | HSBC Holdings plc Custodian | $56.88M | 0.59% | 2026-06-30 |
| 24 | Royal Bank of Canada Custodian | $56.37M | 0.59% | 2026-06-30 |
| 25 | Man Group plc | $47.89M | 0.50% | 2026-06-30 |
JPM Insider Trading (Form 4)
Latest: 2026-10-15Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-15 | Stephen B Burke | Director | Gift (G) | −30,000 | — | EDGAR | |
| 2026-10-01 | Phebe N Novakovic | Director | Award (A) | +120 | $330.83 | $40.0K | EDGAR |
| 2026-10-01 | Mellody L Hobson | Director | Award (A) | +136 | $330.83 | $45.0K | EDGAR |
| 2026-10-01 | Virginia M Rometty | Director | Award (A) | +120 | $330.83 | $40.0K | EDGAR |
| 2026-10-01 | Stephen B Burke | Director | Award (A) | +170 | $330.83 | $56.2K | EDGAR |
| 2026-09-10 | Robin Leopold | Head of Human Resources | Sell (S) | −2,500 | $352.81 | -$882.0K | EDGAR |
| 2026-08-11 | Robin Leopold | Head of Human Resources | Sell (S) | −2,500 | $361.41 | -$903.5K | EDGAR |
| 2026-07-28 | Stacey Friedman | General Counsel | Gift (G) | −166 | — | EDGAR | |
| 2026-07-28 | Douglas B Petno | Co-President; CEO CIB | Gift (G) | −864 | — | EDGAR | |
| 2026-07-01 | Stephen B Burke | Director | Award (A) | +171 | $327.33 | $56.2K | EDGAR |
| 2026-07-01 | Mellody L Hobson | Director | Award (A) | +137 | $327.33 | $45.0K | EDGAR |
| 2026-07-01 | Virginia M Rometty | Director | Award (A) | +122 | $327.33 | $40.0K | EDGAR |
| 2026-07-01 | Phebe N Novakovic | Director | Award (A) | +122 | $327.33 | $40.0K | EDGAR |
| 2026-06-26 | Douglas B Petno | Co-President; CEO CIB | Grant (A) | +90,321 RSU | — | EDGAR | |
| 2026-06-26 | Mary E. Erdoes | CEO Asset & Wealth Management | Grant (A) | +60,214 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
JPM Insider Holdings
22 insiders · @ $339.72
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | James Dimon | Chairman & CEO | 1,438,616 | $488.73M | -$364.50M | 72 | 2025-03-20 |
| 2 | Daniel E Pinto | President & COO | 670,431 | $227.76M | -$53.71M | 57 | 2025-07-02 |
| 3 | Douglas B Petno | Co-President; CEO CIB | 358,782 | $121.89M | -$37.49M | 78 | 2026-07-28 |
| 4 | Stephen B Burke | Director | 264,411 | $89.83M | $7.65M | 96 | 2026-10-01 |
| 5 | Ashley Bacon | Chief Risk Officer | 219,388 | $74.53M | -$28.87M | 57 | 2025-03-20 |
| 6 | Marianne Lake | CEO CCB | 209,869 | $71.30M | -$40.56M | 59 | 2025-03-20 |
| 7 | Troy L Rohrbaugh | Co-President; CEO CCB | 158,471 | $53.84M | -$23.82M | 10 | 2026-06-26 |
| 8 | Mellody L Hobson | Director | 154,365 | $52.44M | $10.55M | 46 | 2026-10-01 |
| 9 | Linda Bammann | Director | 101,304 | $34.42M | $0 | 14 | 2025-01-23 |
| 10 | Robin Leopold | Head of Human Resources | 80,248 | $27.26M | -$3.17M | 39 | 2026-09-10 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
JPM Proposed Insider Sales (Form 144)
Latest: 2026-09-10
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
3 filings
· $7.2M notice value
· 2 unique filers
· 67% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Marianne Lake (1, $5.4M) · Robin Leopold (2, $1.8M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | Robin Leopold | Head of Human Resources | 2,500 | $882.0K | 2026-09-10 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-08-11 | Robin Leopold | Head of Human Resources | 2,500 | $903.5K | 2026-08-11 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-07-21 | Marianne Lake | Retired CEO, Consumer and Community Banking | 15,631 | $5.39M | 2026-07-21 | J.P. Morgan Securities LLC | — | EDGAR |
| 2026-06-22 | Stacey Friedman | General Counsel | 5,467 | $1.81M | 2026-06-22 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-05-20 | Stacey Friedman | General Counsel | 5,468 | $1.64M | 2026-05-20 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-05-15 | Marianne Lake | CEO, Consumer and Community Banking | 6,427 | $1.92M | 2026-05-15 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-05-15 | Douglas B. Petno | Co-CEO, Commercial and Investment Bank | 5,659 | $1.70M | 2026-05-15 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-05-15 | Mary E. Erdoes | CEO, Asset & Wealth Management | 6,648 | $1.98M | 2026-05-15 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-05-15 | Lori Beer | Chief Information Officer | 3,165 | $949.7K | 2026-05-15 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-05-05 | Jeremy Barnum | Chief Financial Officer | 3,022 | $935.0K | 2026-05-05 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-02
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-02 | 0001193125-26-253533 | EDGAR |
| 2026-05-27 | 0001193125-26-242018 | EDGAR |
| 2026-05-21 | 0000019617-26-000228 | EDGAR |
| 2026-05-07 | 0001193125-26-211978 | EDGAR |
| 2026-04-24 | 0000019617-26-000119 | EDGAR |
| 2026-04-23 | 0001193125-26-173739 | EDGAR |
| 2026-04-14 | 0001628280-26-024990 | EDGAR |
| 2026-04-14 | 0001628280-26-025013 | EDGAR |
| 2026-02-23 | 0001628280-26-010693 | EDGAR |
| 2026-02-05 | 0001193125-26-039427 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-13 | 0001628280-26-008131 | EDGAR |
ETF Holders
456 ETFs hold JPM
25 shown · $116.67B total exposure · 1.73% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 1.20% | $27.9B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 1.34% | $23.1B | — | 2026-09-30 |
| 3 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 1.34% | $11.9B | $890.0B | 2026-10-14 |
| 4 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 1.34% | $10.9B | $812.7B | 2026-10-14 |
| 5 | VTV Vanguard Morningstar Value ETF | Vanguard | 3.34% | $8.4B | — | 2026-09-30 |
| 6 | XLF State Street® Financial Select Sector SPDR® ETF | SPDR (State Street) | 11.60% | $5.9B | $50.8B | 2026-10-14 |
| 7 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 3.91% | $5.0B | — | 2026-09-30 |
| 8 | VYM Vanguard High Dividend Yield ETF | Vanguard | 3.76% | $3.6B | — | 2026-09-30 |
| 9 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 1.34% | $2.5B | $183.2B | 2026-10-14 |
| 10 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 2.41% | $2.0B | $83.8B | 2026-10-14 |
| 11 | DIA State Street® SPDR® Dow Jones Industrial Average® ETF Trust | SPDR (State Street) | 3.86% | $1.7B | $44.9B | 2026-10-14 |
| 12 | VFH Vanguard Financials ETF | Vanguard | 10.46% | $1.5B | — | 2026-09-30 |
| 13 | DYNF iShares U.S. Equity Factor Rotation Active ETF | iShares (BlackRock) | 3.27% | $1.4B | $42.5B | 2026-10-14 |
| 14 | IVW iShares S&P 500 Growth ETF | iShares (BlackRock) | 1.65% | $1.3B | $78.4B | 2026-10-14 |
| 15 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 2.75% | $1.2B | $43.8B | 2026-10-14 |
| 16 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 1.20% | $1.2B | $97.1B | 2026-10-14 |
| 17 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 1.37% | $1.0B | — | 2026-09-30 |
| 18 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 1.12% | $979.2M | — | 2026-10-14 |
| 19 | SPYG State Street® SPDR® Portfolio S&P 500® Growth ETF | SPDR (State Street) | 1.65% | $935.9M | $56.7B | 2026-10-14 |
| 20 | SCHX Schwab U.S. Large-Cap ETF | Nport | 1.18% | $857.0M | — | 2026-05-31 |
| 21 | CGDV Capital Group Dividend Value ETF | Capitalgroup | 2.09% | $816.2M | $39.0B | 2026-10-14 |
| 22 | VT Vanguard Total World Stock ETF | Vanguard | 0.75% | $766.6M | — | 2026-09-30 |
| 23 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 1.60% | $723.2M | — | 2026-10-14 |
| 24 | DFUV Dimensional US Marketwide Value ETF | Dimensional | 4.29% | $656.5M | $15.4B | 2026-10-14 |
| 25 | IWB iShares Russell 1000 ETF | iShares (BlackRock) | 1.26% | $617.9M | $49.1B | 2026-10-14 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
16.26
TTM Diluted EPS
$20.89
TTM Revenue
$285.12B
TTM Net Income
$57.51B
TTM Op. Cash Flow
$-119.66B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $73.66B | $16.15B | $5.94 | $-211.76B |
| Q4 '25 | 2025-12-31 | $69.61B | $12.69B | $4.64 | $78.78B |
| Q3 '25 | 2025-09-30 | $71.90B | $14.04B | $5.07 | $-4.27B |
| Q2 '25 | 2025-06-30 | $69.94B | $14.63B | $5.24 | $17.59B |
| Q1 '25 | 2025-03-31 | $68.89B | $14.32B | $5.07 | $-251.84B |
| Q4 '24 | 2024-12-31 | $66.98B | $13.67B | $4.81 | $103.97B |
| Q3 '24 | 2024-09-30 | $69.67B | $12.54B | $4.37 | $-30.29B |
| Q2 '24 | 2024-06-30 | $75.97B | $17.72B | $6.12 | $24.97B |
| Q1 '24 | 2024-03-31 | $66.29B | $12.94B | $4.44 | $-140.66B |
| Q4 '23 | 2023-12-31 | $61.91B | $8.87B | $3.05 | $25.69B |
| Q3 '23 | 2023-09-30 | $61.70B | $12.69B | $4.33 | $79.66B |
| Q2 '23 | 2023-06-30 | $61.17B | $14.01B | $4.75 | $18.86B |
Q1 2026 • period ending 2026-03-31 • filed 2026-05-01
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
16.26
P/B
2.58
P/S
3.30
EV/EBITDA
18.30
EV/Sales
4.79
ROE
15.8%
ROA
1.2%
Div Yield
1.94%
FCF Yield
-12.74%
Debt/Equity
1.23
Current Ratio
—
Market Cap
$939.58B
as of 2026-10-16
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
24.12M
SI % of Float
0.91%
Days to Cover
2.57
Short Vol Ratio
38.8%
Free Float
2.65B
Float %
99.7%
Short interest 2026-09-30 • Short volume 2026-10-15 • Float 2026-09-22