InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$339.72

2026-10-16

Market Cap

$903.0B

Volume

8.4M

52-Wk High

$366.50

52-Wk Low

$279.10

Trailing PE

14.2

P/S

2.99

Gross Margin

63.2%

Net Margin

21.9%

ROE

18%

ROIC

3%

Piotroski

5/9

Altman Z

0.2

1-Yr Return

+13.8%

5-Yr Return

+276.5%

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; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

SectorFinancial ServicesIndustryBanks - DiversifiedExchangeNYSEMarket Cap$903.0BEmployees318,512 (SEC-filed)CEOJamie DimonIPO1980-03-17CountryUS

270 Park Avenue, New York, NY 10017 · Tel 212 270 6000 · jpmorganchase.com

INSIDERSTREET SCORE54 / 100Street mean $380.78 (9 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$71M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · JPM +13.8% · S&P 500 +15.9% · spread -2.1pp

7 Years vs S&P 500 · JPM +276.5% · S&P 500 +189.9% · spread +86.7pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE54of 100

Score Breakdown

Profitability	76/100
Growth	57/100
Momentum	84/100
Quality	66/100
Earnings Quality	74/100
Balance Sheet	47/100
Value	71/100
Risk (safety)	100/100
Overall	54.3/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
BAC	55
HSBC	55
WFC	43
C	16
UBS	24
V	73
JPM	54

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 56 in 23 Q3, latest 54 — -1 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY54 / 100IS Score 54.3 / 100 · -1.3 from peak of 56

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 66 / 100 · Power +33 · 17 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 54 and price structure at 66 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 54.3	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 12 → 50 → 49 → 54	the direction matters more than the level
Technical vote share back above 50%	now 73%	price structure no longer broken
Institutional holder count rises two quarters running	peak 5,107 → now 5,107	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)6 buys2026-08-05

Insider Buys (180d)0none disclosed

ETF Funds (30d)1508 up / 1264 downnet +244 funds

Institutions Added (13F)65managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 5,107 · latest 5,107 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	5,107	1984.6M	$628.1B	73.8%
2026 Q1	5,042	1945.9M	$552.2B	72.3%
2025 Q4	5,090	1984.1M	$620.5B	73.8%
2025 Q3	4,698	1956.2M	$601.1B	72.7%
2025 Q2	4,686	2007.2M	$568.1B	74.6%
2025 Q1	4,613	2017.5M	$484.6B	75.0%
2024 Q4	4,611	2041.3M	$477.2B	75.9%
2024 Q3	4,150	2034.6M	$418.1B	75.6%
2024 Q2	4,113	2053.8M	$404.4B	76.3%
2024 Q1	4,062	2068.3M	$402.5B	76.9%
2023 Q4	3,943	2063.2M	$342.0B	76.7%
2023 Q3	3,645	2040.3M	$290.9B	75.8%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Burke Stephen B	director	2026-10-14	GIFT	30,000	—	179,167
Novakovic Phebe N	director	2026-09-30	A-Award	121	$0.04M	13,762
Rometty Virginia M	director	2026-09-30	A-Award	121	$0.04M	15,219
Hobson Mellody L	director	2026-09-30	A-Award	136	$0.04M	30,211
Burke Stephen B	director	2026-09-30	A-Award	170	$0.06M	209,167
Leopold Robin	Head of Human Resources	2026-09-10	SELL	2,500	$0.88M	71,047
Leopold Robin	Head of Human Resources	2026-08-11	SELL	2,500	$0.90M	73,547
Friedman Stacey	General Counsel	2026-07-27	GIFT	166	—	40,795

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	20	230,669	$70.9M	Counted
M — Exercises (paired A/D)	11	832,094	—	None — mechanics
F — Tax withholding	11	455,599	$134.4M	None — compensation
G — Gifts	1	135,027	—	None
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$70.9M20 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Member	Chamber	Trade	Size band	Traded	Disclosed
Scott Mr Franklin	House	SELL	$1,001 - $15,000	2026-08-20	2026-09-18
Scott Franklin	House	SELL	$1,001 - $15,000	2026-08-20	2026-09-18
Scott Mr Franklin	House	SELL	$1,001 - $15,000	2026-08-20	2026-09-18
Sheldon Whitehouse	Senate	SELL	$15,001 - $50,000	2026-09-04	2026-10-01
Sheldon Whitehouse	Senate	SELL	$15,001 - $50,000	2026-09-04	2026-10-01
Sheldon Whitehouse	Senate	SELL	$15,001 - $50,000	2026-09-04	2026-10-01

House 12-Mo40 trades25 purchases

Senate 12-Mo16 trades2 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

13F Filers (last complete Q)5,042

13F Shares1.95B72.3% of shares out

New / Closed214 / 169positions, QoQ

Increased / Reduced2,111 / 2,260positions, QoQ

Put/Call (13F)1.15option positions

Free Float99.6%2.65B sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Ninety One Uk Ltd	2.0M	$659M
Td Waterhouse Canada Inc.	1.9M	$638M
Wealth Enhancement Advisory Servic	1.5M	$437M
Mn Services Vermogensbeheer B.V.	790,400	$261M
Czech National Bank	763,761	$253M
Fjarde Ap-Fonden /Fourth Swedish N	642,919	$213M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	1.2%	$27.9B
VTSAX	1.2%	$27.9B
VTI	1.2%	$27.9B
VSMPX	1.2%	$27.9B
VFINX	1.3%	$23.1B
VFIAX	1.3%	$23.1B

13F Filers Holding JPM — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session38.8%2026-10-15

20-Day Avg38.6%50-day 44.5%

TrendFalling20d vs 50d

By Market CenterQ: 38% · N: 52% · B: 40%latest session

Weekly Notional ($B)

Where JPM Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	8.9M	37 sh
Ubsa Ubs Ats	7.1M	42 sh
Sgmt Sigma X2	4.6M	40 sh
Ebxl Level Ats	4.4M	24 sh
Mlix Instinct X	2.9M	54 sh
Cgxs Onechronos	2.4M	65 sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Where a dollar of JPMorgan Chase & Co. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
North America	$139.7B	77%
EMEA	$24.5B	13%
Asia Pacific	$14.1B	8%
Latin America	$4.2B	2%

JPM (live moat model)Peer median: BAC · HSBC · WFC · C · UBS

Component scores from the live moat model. Peer median illustrative.

Moat score 69/100 — Narrow; primary source Network Effects.

3.8 · Employees (SEC filings)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Officer	Title
Mary Callahan Erdoes	Chief Executive Officer of Asset & Wealth Management and Executive Vice President
Douglas Petno	CEO of the Commercial & Investment Bank and Co-President
Troy Larry Rohrbaugh	CEO of Consumer & Community Banking and Co-President
Jeremy Barnum	Executive Vice President & Chief Financial Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Quarterly EPS — Actual vs. Consensus

Beats (>2%)4 of 6recent quarters

Avg Surprise+9.0%

Next Report2027-01-14

Income Quality-1.78OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

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Profit Margins (%)

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	-2.0%	+20.9%	+53.6%	+14.6%	+3.3%
Gross profit	+27.7%	-7.3%	+20.0%	+9.0%	+5.6%
Operating income	+66.3%	-22.5%	+33.5%	+21.9%	-3.3%
Net income	+65.9%	-22.1%	+31.5%	+18.0%	-2.4%

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$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	127.2	153.8	236.3	270.8	279.7
Cost of revenue	-3.7	32.4	90.6	112.0	112.1
Gross profit	130.9	121.4	145.7	158.8	167.6
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	41.6	45.5	51.1	56.3	60.0
Operating income	59.6	46.2	61.6	75.1	72.6
EBITDA	67.5	53.2	69.1	83.0	81.4
D&A	7.9	7.1	7.5	7.9	8.8
Pretax income	59.6	46.2	61.6	75.1	72.6
Income tax	11.2	8.5	12.1	16.6	15.5
Net income	48.3	37.7	49.6	58.5	57.0
Diluted EPS ($)	15.36	12.09	16.23	19.75	20.05
Diluted shares (M)	3,027	2,970	2,943	2,879	2,794

Operating CF$101B

CapEx$0B

Free cash flow$101B

SBC$0B

Buybacks$35B

Net cash change$-126B

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Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	567.2	624.2	469.3	343.3
ST investments	196.7	192.5	396.7	507.2
Receivables (net)	125.2	107.4	101.2	111.6
Total current assets	889.1	924.0	967.2	962.1
PP&E (net)	27.7	30.2	32.2	36.2
Goodwill + intangibles	60.9	64.4	64.6	64.5
Total assets	3,665.7	3,875.4	4,002.8	4,424.9
Accounts payable	188.7	162.0	153.2	0.0
Short-term debt	246.6	261.2	361.3	64.8
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	3,053.6	3,119.5	3,226.5	64.8
Long-term debt	295.9	391.8	389.8	435.2
Total liabilities	3,373.4	3,547.5	3,658.1	4,062.5
Shareholders' equity	292.3	327.9	344.8	362.4

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	37.7	49.6	58.5	56.8
D&A	7.1	7.5	7.9	8.8
Stock-based compensation	0.0	0.0	0.0	0.0
Working capital change	32.7	(56.2)	(114.2)	13.9
Operating cash flow	107.1	13.0	(42.0)	100.9
Capital expenditures	0.0	0.0	0.0	0.0
Investing cash flow	(137.8)	67.6	(163.4)	(514.2)
Buybacks	(10.6)	(9.8)	(28.7)	(34.6)
Dividends paid	(13.6)	(13.5)	(14.8)	(16.6)
Debt issuance / (repay)	23.9	8.6	20.7	167.0
Financing cash flow	(126.3)	(25.6)	63.4	269.5
Free cash flow	107.1	13.0	(42.0)	100.9

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	16.9%	12.8%	16.0%	17.4%	16.1%	18%
ROA	1.4%	1.0%	1.3%	1.5%	1.4%	1.3%
ROIC	-25.7%	53.1%	30.2%	25.4%	480.0%	3.3%
Gross margin	102.9%	78.9%	61.7%	58.6%	59.9%	63.2%
Operating margin	46.8%	30.0%	26.1%	27.7%	26.0%	28.2%
Net margin	38.0%	24.5%	21.0%	21.6%	20.4%	21.9%
EBITDA margin	53.0%	34.6%	29.3%	30.7%	29.1%	30.6%
FCF margin	63.2%	69.2%	5.5%	-15.5%	36.0%	—
VALUATION
P/E	8.79	9.81	9.58	11.41	15.71	14.2
P/B	1.45	1.26	1.45	1.94	2.47	2.4
P/S	3.34	2.39	2.01	2.46	3.20	2.99
P/FCF	5.29	3.45	36.60	-15.88	8.88	-7.7
EV/EBITDA	-0.85	2.78	4.50	6.65	6.70	19.6
EV/Revenue	-0.45	0.96	1.32	2.04	1.95	6.0
Earnings yield	11.4%	10.2%	10.4%	8.8%	6.4%	7.25%
FCF yield	18.9%	29.0%	2.7%	-6.3%	11.3%	-12.99%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	0.36	0.29	0.30	0.30	14.85	0.83
Quick ratio	0.36	0.29	0.30	0.30	14.85	0.83
Debt / equity	1.87	1.86	1.99	2.18	1.38	3.32
Debt / assets	14.7%	14.8%	16.9%	18.8%	11.3%	24.3%
Net debt / EBITDA	-7.14	-4.16	-2.37	-1.38	-4.31	9.85
Interest coverage	10.73	1.77	0.76	0.74	0.74	—

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.04	0.04	0.06	0.07	0.07	0.06
Receivables turnover	1.32	1.36	2.03	2.60	2.63	0.6
DSO (days)	277	269	179	141	139	598
DPO (days)	—	2014	706	513	249	—
Cash conversion cycle	—	-1745	-527	-373	-111	598
GROWTH (YoY)
Revenue growth	-1.9%	21.6%	52.9%	14.4%	3.5%	—
Net income growth	65.9%	-22.1%	31.5%	18.0%	-2.4%	—
EPS growth	71.7%	-21.7%	33.7%	21.2%	-0.7%	—
FCF growth	200.6%	33.3%	-87.9%	-423.8%	340.1%	—
PER SHARE ($)
EPS (diluted, TTM)	16.21	12.70	16.98	20.57	20.42	24.63
Book value / share	98.64	98.52	112.32	121.29	129.73	139.02
Revenue / share	42.67	52.15	81.06	95.26	100.34	112.72
FCF / share	26.95	36.10	4.44	-14.78	36.11	-43.80
Cash / share	345.79	257.47	279.76	304.67	304.45	1009.19
SHAREHOLDER RETURN & SCORES
Buyback yield	4.9%	2.9%	2.1%	4.3%	3.9%	3.61%
Altman Z-Score	-0.38	-0.45	-0.37	-0.31	0.62	0.2
Piotroski F-Score	7	5	6	6	6	5/9
Beneish M-Score	-2.39	-1.96	-2.35	-2.41	-2.39	-0.13

Model	Score	Zone	Note
Piotroski F-Score	5 / 9	Middling
Altman Z-Score	0.2	Distress (<1.81)	Distress
Income quality	-1.78	Accrual-heavy	OCF ÷ net income
Beneish M-Score	-0.13	Elevated	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.78
Interest burden	1.00
Operating margin	28.2%
Asset turnover	0.06×
Financial leverage	13.08×
= ROE	18%

Growth Quality (live)	Value
Revenue stability	0.97
Earnings stability	0.75
Earnings persistence	0.94
Revenue CAGR 3y	13.9%
EPS CAGR 3y	14.2%
FCF CAGR 3y	—

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Buyback Yield3.61%

Dividend Yield1.81%

Total Shareholder Return5.58%cash yield

SBC / Revenue0.0%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
BAC	$358.2B	12.0	11%	18.4%	+3.0%	8/9	+2.1%
HSBC	$324.6B	13.5	14%	23.2%	+8.7%	7/9	+44.1%
WFC	$253.6B	11.6	13%	19.1%	+5.5%	5/9	+0.4%
C	$208.4B	12.0	8%	12.9%	+3.9%	5/9	+31.8%
UBS	$146.0B	16.1	10%	15.6%	+1.4%	5/9	—
V	$751.7B	34.2	61%	48.4%	+14.4%	5/9	—
MA	$540.9B	33.9	241%	47.3%	+16.0%	7/9	—
MS	$284.8B	14.2	19%	16.2%	+16.7%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

61 Analysts

Str Sell (0)Sell (2)Hold (27)Buy (31)Str Buy (1)

Mean Target (qtr)$380.789 targets

Target vs. Price+12.1%last-quarter mean

Next Report2027-01-14street $5.92

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$208.55B	$209.89B / $207.48B	$24.80	$25.89 / $23.86	11
FY2027	$216.41B	$223.90B / $210.93B	$25.58	$26.16 / $25.27	14
FY2028	$227.75B	$233.84B / $217.11B	$27.53	$29.71 / $25.00	10

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$377.00	+11.0%	6
Last Quarter	$380.78	+12.1%	9
Last Year	$352.35	+3.7%	37
All Time	$249.26	-26.6%	125

Rolling mean of published targets vs. last close $339.72. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

B+

DCF

4/5

ROE

5/5

ROA

4/5

Debt/Eq

1/5

P/E

3/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

JPM +13.8% vs S&P 500 +15.9% — spread -2.1pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$334.73	+4.99	+1.49%	Above
SMA 50	$347.75	-8.03	-2.31%	Below
SMA 200	$322.12	+17.60	+5.46%	Above
EMA 9	$334.91	+4.81	+1.44%	Above
EMA 21	$337.10	+2.62	+0.78%	Above
EMA 50	$341.12	-1.40	-0.41%	Below
EMA 200	$325.48	+14.24	+4.38%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBULLISHPower Score +3317 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%56

Momentum 25%90

Volume 20%81

Volatility 10%33

Patterns 15%50

This Week73% bullishof 11 price-based votes

4 Weeks Ago18%+55 pts since

12 Weeks Ago100%-27 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$334.73

Price vs SMA 50$347.75

Price vs SMA 200$322.12

EMA 9/21 Cross334.9/337.1

SMA 50/200Golden

ADX DirectionADX 24

Supertrend$345

Parabolic SAR$326

SMA Slope-0.500

RSI51.8

Stochastic K/D63/54

StochRSI K/D100/93

Williams %R-23

CCI98

TSI vs Signal-19.1

CMO3.5

ROC2.72%

OBV SignalAccum

Chaikin MF-0.060

MFI57

Force Index5M

Elder Ray Bull7.30

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 54

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$335.01 / $337.77 / $340.02	S1 / S2	$332.76 / $330.00
Bollinger (20,2)	$325.05 – $344.42	Squeeze	Off
52-wk range	$279.10 – $366.50	Off 52-wk high	-7.3%
ATR (14)	$6.52 (1.9%)	Historical vol	17.9%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

-0.2%Jan55%

+0.2%Feb55%

+0.5%Mar48%

+2.7%Apr65%

-0.4%May45%

-1.4%Jun40%

+4.1%Jul80%

-0.4%Aug50%

+1.1%Sep60%

+3.0%Oct75%

+2.4%Nov60%

+3.4%Dec70%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	JPM	S&P 500
Weekly volatility (σ, 1y)	2.84%	1.83%
Best / worst week (1y)	+5.7% / -7.1%	—
Max drawdown (5y, monthly)	-39.3%	—
1-week VaR (95%)	-3.8%	—
Beta (5y)	0.97	1.00

JPM EQUITY WEATHER (LIVE)CLOUDY · -9

Trend-30

Momentum+17

Volume+37

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 1,899 stories, weekly buckets, −1 to +1.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-8.5+13.8 vs industry

Trend-29.6-2.0 vs industry

Momentum+17.1+18.3 vs industry

Volume+36.7+64.7 vs industry

Reading	JPM	Banks - Diversified n=179	Financial Services n=24,134	All US symbols n=70,435
Overall	-8.5	-22.3	-16.3	-20.5
Trend	-29.6	-27.5	-12.5	-21.3
Momentum	+17.1	-1.2	-4.4	-15.8
Volume	+36.7	-28.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
James Dimon Chairman and CEO	$43.0M	97% equity+incentive
Mary Callahan Erdoes CEO, Asset & Wealth Man	$31.0M	97% equity+incentive
Douglas Petno Co-CEO, Commercial & Investmen	$27.5M	96% equity+incentive
Troy Rohrbaugh Co-CEO, Commercial & Investme	$27.5M	96% equity+incentive
Jeremy Barnum CFO	$19.5M	95% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	73
Social	79
Governance	69
Composite ESG	74

Composite ESG Trend

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2021-02-23 to 2026-10-13
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	114 rows · 1987 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-06-30 to 2026-10-14
Proposed sales (Form 144)	edgar/form144	not present for this symbol
Beneficial ownership (13D/G)	edgar/13dg	not present for this symbol
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

JPMorgan Chase & Co. (JPM)

Institutions holding — 12 quarters

JPMorgan Chase & Co. (JPM)

Monthly Net Insider Flow (000 shares)

Signal Summary

JPMorgan Chase & Co. (JPM)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding JPM — quarterly

Institutional Put/Call — quarterly

Where JPM Trades in the Dark

JPMorgan Chase & Co. (JPM)

3.8 · Employees (SEC filings)

JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM)

Balance Sheet — Full

Cash Flow Statement — Full

JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM)

Street Price Target — Trajectory

Third-Party Composite Rating

JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM)

Family Scores (site weights)

JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM)