JPM — JPMorgan Chase & Co

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates JPM Bullish with a Setup Score of 32, net conviction 25, actionability 40. How the Setup Score works →

Total Setup Score32
Directional BiasBullish
Net Conviction25
Actionability40 (in range)

Key signals behind this score

About JPMorgan Chase & Co

JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities;… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$356.69
Market Cap$934.49B
Float2.64B
Shares Outstanding2.66B
P/E (Forward)15.04
P/E (TTM)15.31
Price/Sales (TTM)5.02
vs. Analyst Target+5.0% to analyst PT
Profit Margin34.92%
Operating Margin (TTM)50.39%
Revenue (TTM)$186.33B
Earnings Growth (YoY)46.90%
Dividend Rate6.0%
Analyst Target Price$374.57 (25 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $129.84B $29.13B $102.47B $44.43B
2021 $127.24B $48.33B $130.91B $67.49B
2022 $153.82B $37.68B $121.39B $53.22B
2023 $236.27B $49.55B $145.67B $69.12B
2024 $270.79B $58.47B $158.78B $83.02B
2025 $279.75B $57.05B $167.61B $81.42B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $71.90B $14.39B
Dec 2025 $69.61B $13.03B
Mar 2026 $73.66B $16.49B
Jun 2026 $82.46B $21.16B

Ownership & Float

Insider Ownership0.4%
Institutional Ownership75.9%
Short Float1.1%
% of All Funds Holding57.25%
Number of Funds Holding5,036

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$347.47Near-term / short-term trend
Weekly40-Week SMA$317.88Medium-term trend
Weekly80-Week SMA$297.78Cyclical trend (business cycle)
Weekly200-Week SMA$225.23Secular trend (multi-year)
Monthly10-Month SMA$318.40Near-term monthly trend
Monthly20-Month SMA$299.20Medium-term monthly trend
Monthly40-Month SMA$242.42Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$329.00 support 1.06x 0 months ago
$298.00 support 1.05x 1 months ago
$241.00 support 1.09x 18 months ago
$224.00 support 1.02x 20 months ago

Historical Earnings Reactions (124 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.08% 0.16% 54.03% 4.60% -4.55%
1 Day -0.02% -0.16% 44.35% 8.22% -6.24%
1 Week 0.23% 0.46% 54.84% 16.82% -18.25%
2 Weeks 1.71% 1.38% 60.48% 23.39% -12.42%
1 Month 1.54% 2.48% 63.41% 19.72% -23.34%

Next earnings: October 13, 2026 (47 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan3.0%63.0%46
Feb2.4%56.5%46
Mar0.6%43.5%46
Apr2.8%57.4%47
May1.0%57.4%47
Jun-0.2%46.8%47
Jul1.6%63.8%47
Aug0.1%50.0%46
Sep-2.2%50.0%46
Oct1.7%58.7%46
Nov2.0%56.5%46
Dec1.2%54.3%46

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.03% 48.5% 2213
Tuesday 0.10% 49.7% 2401
Wednesday 0.11% 49.5% 2399
Thursday 0.03% 48.6% 2353
Friday 0.03% 47.5% 2337

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 75.9%

Insider Transactions — Smart Summary

Total insider ownership: 0.4%

12-Month Insider Activity Summary

Total Filings38
Net Value-$125M
Net Shares Change-417,453
% of Float-0.0%
C-Suite Filings37
Clusters Detected4

Key Insiders

NameTitleNet ValueFilingsActivity
Rohrbaugh Troy L Co-CEO CIB -$15.4M 1 N/A
Piepszak Jennifer Chief Operating Officer -$7.0M 3 N/A
BAMMANN LINDA -$2.8M 1 N/A
Barnum Jeremy Chief Financial Officer -$2.6M 2 N/A
Friedman Stacey General Counsel -$1.8M 1 N/A
Petno Douglas B Co-CEO CIB -$1.7M 1 N/A
Leopold Robin Head of Human Resources -$903,518 1 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-01-16 – 2026-01-16 8 8 -$11.7M 8 C-suite
2026-02-17 – 2026-02-19 9 9 -$43.4M 9 C-suite
2026-04-15 – 2026-04-15 8 8 -$55.3M 8 C-suite
2026-05-05 – 2026-05-15 7 7 -$10.3M 7 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-15 Petno Douglas B Co-CEO CIB -$1.7M Transaction at $300.05, now +18.9%
2026-04-15 Barnum Jeremy Chief Financial Officer -$1.7M Transaction at $306.55, now +16.4%
2026-02-19 Rohrbaugh Troy L Co-CEO CIB -$15.4M Transaction at $307.11, now +16.1%
2026-01-16 Piepszak Jennifer Chief Operating Officer -$2.7M Transaction at $312.79, now +14.0%
2026-08-11 Leopold Robin Head of Human Resources -$903,518 Transaction at $361.41, now -1.3%
2026-02-17 Barnum Jeremy Chief Financial Officer -$886,157.096 Transaction at $306.42, now +16.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for JPMorgan Chase & Co (JPM) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for JPM on Trend Edge →