JPMorgan Chase · Financials
JPM
$341.10
JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware.摩根大通集团是一家美国跨国银行机构，总部位于纽约市，注册于特拉华州。
Financial金融股
Mega cap超大盘
$920B
Engine stance引擎立场2026-07-20
Constructive — building a base建设性 — 正在筑底
The daily turn is already in — a low formed ~24 day(s) ago @ 312.08 and price is back above the 10-day average. What's m日线转向已经完成——低点于约 24 天前形成 @ 312.08，且价格已重新站上 10 日均线。尚缺的是周线周期的确认，因此这是当下可用的部分信心入场，而非待触发信号：可在此建半仓，或等待周线转向。
Price Chart价格图表
Key Statistics关键统计
Price价格
$341.10
1.7% below 52-week high低于52周高点 1.7%
Market Cap市值
$920B
Normal volume正常成交量
P/E Ratio市盈率
16.1x
15.0x sector median
Forward P/E预测市盈率
13.9x
EPS每股收益 $21.14
Beta贝塔
0.82
Moves about 0.8x the market波动幅度约为市场的 0.8 倍
Dividend Yield股息收益率
1.76%
RSI (14)RSI（14）
61
Elevated偏高
Next Earnings下次财报
2026-07-14 (-5d)
Volatility Rank波动率分位
61th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
1.0% of float
Performance价格表现
| Period周期 | JPM | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +1.4% | -1.5% | Beat the index by 2.9 points跑赢指数 2.9 个百分点 |
| 1 Month近1月 | +2.8% | +0.6% | Beat the index by 2.2 points跑赢指数 2.2 个百分点 |
| 3 Months近3月 | +9.9% | +4.7% | Beat the index by 5.2 points跑赢指数 5.2 个百分点 |
| 6 Months近6月 | +9.7% | +7.8% | Beat the index by 1.9 points跑赢指数 1.9 个百分点 |
| Year to date年初至今 | +5.8% | +9.1% | Lagged the index by 3.3 points落后指数 3.3 个百分点 |
| 1 Year近1年 | +19.4% | +19.4% | In line with the index与指数基本持平 |
| 3 Years近3年 | +136.1% | +69.4% | Beat the index by 66.7 points跑赢指数 66.7 个百分点 |
| 5 Years近5年 | +153.3% | +83.9% | Beat the index by 69.4 points跑赢指数 69.4 个百分点 |
Technicals技术面
Active signals活跃信号
1-Day Return (cross-sectional rank → top/bottom gainers)Valuation cheapness percentile (0–1, higher = cheaper vs peers)Insider Power (0–100) — quality-weighted Form-4 open-market trades (role × size × recency); 50 = neutralInsider Sell signal — fires when Insider Power ≤ 40 (net selling on quality-weighted basis)Ichimoku — Price Above Cloud
RSI (14)RSI（14）
61
Elevated偏高
vs 50-day相对50日均线
+7.4% vs 50-day avg
vs 200-day相对200日均线
+10.7% vs 200-day avg
Trend strength (ADX)趋势强度（ADX）
22
Trending趋势中
Volatility rank波动率分位
61th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$338.35
Don't chase above不追高于
$343.30
Stop止损
$312.10
Cycle turn — awaiting confluence cross周期拐点 — 等待共振交叉确认
Earnings财务业绩
Estimates being raised — 5 analysts预期上调 — 5 位分析师
Beat expectations 4 quarters in a row连续 4 季度超预期
Post-earnings drift: -5.8% (20d)财报后漂移：-5.8%（20日）
| Quarter季度 | EPS | Consensus预期 | Surprise超预期 |
|---|---|---|---|
| Jun 2026 | $6.14 | $5.59 | +9.8% |
| Mar 2026 | $5.94 | $5.49 | +8.2% |
| Dec 2025 | $5.23 | $4.87 | +7.4% |
| Sep 2025 | $5.07 | $4.83 | +5.0% |
Average surprise平均超预期: 7.6%
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | JPM | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 16.13x | 14.99 | 41% |
| P/E (forward)市盈率（预测） | 13.9x | — | — |
| P/B市净率 | 2.54x | 1.52 | 26% |
| P/S市销率 | 5.04x | 2.87 | 25% |
| Earnings yield盈利收益率 | 6.20% | 6.58 | 44% |
| Shareholder yield股东收益率 | 3.44% | 3.91 | 41% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 8.8%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 17.7%
Margins利润率
15.7%Return on Equity股本回报率
1.3%Return on Assets资产回报率
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $31.6B |
| Stock-based comp股权薪酬 | $3.6B |
| Share count change (1y)股数变化（1年） | -3.6% |
Piotroski皮奥特罗斯基 2/6
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Roughly fair vs sector相对行业估值合理
Cheaper than 31% of its sector on blended multiples综合估值倍数低于行业内 31% 的公司
Beta市场敏感度
0.82×
0.21×3×
Moves about 0.8× the market波动幅度约为市场的 0.8 倍
Financial Health财务健康
2/6
Weak financial health财务健康状况偏弱
Dividend分红
1.76%
Pays a dividend (1.76% yield)有分红（收益率 1.76%）
Why Is It Moving为何波动
Sector / Theme行业/主题
Financials (Equal-Weight) theme — #10 of 46 themes「金融（等权）」主题 — 46 个主题中第 10 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Short interest changed -10.7%空头仓位变动 -10.7%
Technical技术面
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
Options Positioning期权持仓
Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±1.46%
Expected weekly move预期周波动
±3.26%
Call wall看涨密集区
$350
Put wall看跌密集区
$330
Gamma flip伽玛翻转
$322
25d risk reversal25d风险逆转
-1.1%
Skew: 偏斜：balanced
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$55.5M net (0 buyers, 11 sellers)-$55.5M 净值（0 买家，11 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Viking Global (Halvorsen) | B | Adding加仓 | 2.2% | 2026-03-31 |
| Soros Fund Management | B | Adding加仓 | 0.5% | 2026-03-31 |
| Basswood Capital Management | B | Holding持有 | 6.5% | 2026-03-31 |
| Giverny Capital | C | Holding持有 | 0.6% | 2026-03-31 |
Signal History信号历史
TURN SIGNALED
BOTTOMING
Jul 14, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 14, 2026
JPM took relative-strength leadershipJPM 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $342.89.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$342.89。
Jul 14, 2026
JPM made a new 52-week highJPM 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $342.89.价格创出52周新高 — 全市场关注的动量/趋势极值。$342.89。
Jul 14, 2026
JPM daily MACD crossed upJPM 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $342.89.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$342.89。
Jul 9, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 9, 2026
JPM daily MACD crossed downJPM 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $335.47.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$335.47。
Jul 7, 2026
JPM took relative-strength leadershipJPM 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $339.22.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$339.22。
Jul 6, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 6, 2026
JPM made a new 52-week highJPM 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $337.72.价格创出52周新高 — 全市场关注的动量/趋势极值。$337.72。
Jul 2, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jun 30, 2026
NEARING A LOW → BOTTOMING接近低点 → 筑底中
BUY SETUP买入预备
Jun 26, 2026
UPTREND → NEARING A LOW上涨趋势 → 接近低点
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Factor Profile因子特征
Composite factor score综合因子得分: -0.21
Value价值
-0.5
Quality质量
-1.4
Investment资本投入
-0.1
Shareholder payout股东回报
-0.1
Low volatility低波动
+1.1
Low market beta低市场敏感度
+0.0
Earnings quality盈利质量
-1.6
Short interest空头兴趣
+1.0
Company Profile公司档案
JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware.摩根大通集团是一家美国跨国银行机构，总部位于纽约市，注册于特拉华州。
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Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。