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JPM Intelligence
Overview, health ratings, scorecard, and competition exposure
JPM
NYSESeed fundamentalsJPMorgan Chase & Co.
Financials · Banks — Diversified · United States
$215.00
Mkt cap $620B
Overview
Market Cap
$620B
Price
$215.00
52W High
$230.00
52W Low
$170.00
Avg Volume
9M
Dividend Yield
2.2%
Beta
1.1
Analyst Target
$230.00
Business Summary
Global financial services firm providing investment banking, asset management, and consumer banking.
Financial Health
Normalized category ratings with evidence — Unknown when inputs are missing
Each category rates only the metrics present for the company. Thresholds are deterministic rules (liquidity ratios, margins, growth rates, leverage, returns, cash flow, beta/short interest). Missing inputs yield Unknown for that category — values are never invented.
Liquidity
Unknown- Unavailable—
Missing: currentRatio, cash, debt
Profitability
Good- ROE 15–25%16.0%
- Unavailable—
- Unavailable—
Missing: operatingMargin, grossMargin
Growth
Good- Revenue growth 3–12%10.0%
- EPS growth 10–25%12.0%
Balance Sheet
Unknown- Unavailable—
Missing: debtToEquity, cash, debt
Capital Allocation
Good- Unavailable—
- Pays a dividend (allocation signal, not required)2.2%
Missing: roic, freeCashFlow
Efficiency
Good- ROE 12–20%16.0%
- Unavailable—
- Unavailable—
Missing: roic, operatingMargin
Cash Flow
Unknown- Unavailable—
Missing: freeCashFlow, operatingMargin
Risk
Excellent- Beta 0.9–1.2$1.1
- Short interest < 2%0.8%
- Unavailable—
Missing: debtToEquity
Growth
Revenue Growth
10.0%
EPS Growth
12.0%
PEG
1.5x
Valuation
P/E
12.5x
Forward P/E
11.8x
PEG
1.5x
Price/Sales
3.8x
Price/Book
2.1x
Profitability
ROE
16.0%
ROIC
—
Operating Margin
—
Gross Margin
—
Free Cash Flow
—
Ownership
Institutional
72.0%
Insider
0.5%
Short Interest
0.8%
Analyst Rating
Buy
Risk
Beta
1.1
Debt/Equity
—
Current Ratio
—
Cash
—
Debt
—
Short Interest
0.8%
Technical Overview
Price
$215.00
52W High
$230.00
52W Low
$170.00
Avg Volume
9M
Chart indicators and pattern detection are reserved for a later sprint.
Investment Scorecard
Transparent category scores — no single magical AI composite
Category scores are transparent and independent. There is no single composite AI score. Missing fundamentals reduce coverage; they do not fabricate a middle score.
Financial Health
Excluded Unknown categories: Liquidity, Balance Sheet, Cash Flow.
Average of Liquidity, Profitability, Growth, Balance Sheet, Capital Allocation, Efficiency, Cash Flow, and Risk ratings. Unknown categories are excluded (not filled with a neutral score).
Growth
Scored from revenueGrowth and epsGrowth.
Uses revenue growth and EPS growth bands. Higher sustained growth scores higher; negative EPS growth scores Weak.
Valuation
All valuation inputs present.
Average of P/E, Forward P/E, PEG, and Price/Sales bands. Lower multiples score higher. This is a mechanical screen, not a fair-value model.
Quality
Based on roe.
Combines ROE, ROIC, and gross margin quality bands.
Risk
Partial risk coverage; missing debtToEquity.
Higher scores mean lower measured risk from beta, short interest, and leverage. Not a volatility forecast.
Technical
Mechanical range/liquidity score; not investment advice.
Foundation heuristic only: 52-week range position plus liquidity (average volume). Not a chart pattern or indicator suite — reserved for future Technical Overview expansion.
Momentum
Proxy momentum only; not a returns-based momentum factor.
Proximity to 52-week high plus EPS growth as a fundamentals momentum proxy. No price time-series yet — extension point for Sprint 19+.
Recent News
News feed placeholder
Live news integration will plug into IntelligenceService in a future sprint.
AI Research
AI research placeholder
Consensus and research briefs will reuse Market Terminal research providers without changing that module.
Competition Exposure
AI Investment Championship · Week 5
Owned by
0
Competitors
5
Largest owner
—
Average weight
—
Not currently owned
No competitor holds this ticker in the latest week.
Historical ownership
Most recent trade
No recorded trades for this ticker in the competition.