Stocks股票 / Financials / JPM
JPM US listed · USD美股 · 美元
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。
Price chart价格图表
Technicals技术面
daily bars日线数据 · 2026-07-21Earnings财务业绩
next report下次财报 2026-07-14Estimates 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)
EPS surprise vs consensus, last quarters每股收益相对预期的超预期幅度(近几个季度) · average平均 7.6%
Valuation估值
Roughly fair vs sector相对行业估值合理| Multiple指标 | JPM | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率(历史) | 16.03x | 14.95 | |
| P/E (forward)市盈率(预测) | 13.7x | — | — |
| P/B市净率 | 2.52x | 1.51 | |
| P/S市销率 | 5.01x | 2.84 | |
| Earnings yield盈利收益率 | 6.24% | 6.65 | |
| Shareholder yield股东收益率 | 3.46% | 3.94 |
Financials财务数据
fiscal years财年Capital allocation资本配置
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚Options positioning期权持仓
as of last close截至上一收盘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
Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向: -$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 | Latest move最新动作 | % of book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
engine events引擎事件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。
Recent news最新动态
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Valuation vs sector估值对比行业
| Multiple指标 | This stock本股 | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率(静态) | 16.0× | 14.9× | 42% |
| P/E (forward)市盈率(预测) | 13.7× | — | — |
| Price / Book市净率 | 2.5× | 1.5× | 26% |
| Price / Sales市销率 | 5.0× | 2.8× | 25% |
| Earnings yield盈利收益率 | 6.2% | 6.7% | 44% |
| Free-cash-flow yield自由现金流收益率 | -16.2% | 8.2% | 3% |
| Shareholder yield股东综合回报率 | 3.5% | 3.9% | 42% |
Relative strength相对强度
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | +1.3% | -0.9% |
| 1 Month近1月 | +4.7% | -0.6% |
| 3 Months近3月 | +8.3% | +5.4% |
| 6 Months近6月 | +12.8% | +8.6% |
| Year to date年初至今 | +5.1% | +8.9% |
| 1 Year近1年 | +18.0% | +19.2% |
| 3 Years近3年 | +132.6% | +69.9% |
| 5 Years近5年 | +150.1% | +82.2% |
Trading information交易信息
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $119.5B | $121.6B | $128.7B | $158.1B | $177.6B | $182.4B |
| EPS每股收益 | $8.88 | $15.36 | $12.09 | $16.23 | $19.75 | $20.02 |
| Free cash flow自由现金流 | — | — | — | — | — | — |
| Gross margin毛利率 | — | — | — | — | — | — |
| Net margin净利率 | 24.4% | 39.7% | 29.3% | 31.3% | 32.9% | 31.3% |
| FCF margin自由现金流利润率 | — | — | — | — | — | — |
Latest fiscal year最近财年
Returns & growth回报与增长
Accounting quality checks会计质量检查
- Earnings quality: accruals elevated vs peers (earnings lean on non-cash items)盈利质量:应计利润高于同业(盈利依赖非现金项目)
- Capital discipline: investment near the peer median资本纪律:投资力度接近同业中位
Indicator readings指标读数
Timeframe alignment多周期共振
Volatility regime波动状态
All tracked signals全部跟踪信号
| Signal信号 | State状态 | Age距今 |
|---|---|---|
| Golden Cross (7/35) | quiet静默 | 38d |
| Golden Cross (21/100) | quiet静默 | 80d |
| Golden Cross (50/200) | quiet静默 | 42d |
| Death Cross (7/35) | quiet静默 | 64d |
| Death Cross (21/100) | quiet静默 | 157d |
| Death Cross (50/200) | quiet静默 | 112d |
| MA Buy (7) | quiet静默 | 3d |
| MA Buy (21) | quiet静默 | 43d |
| MA Buy (35) | quiet静默 | 43d |
| MA Buy (100) | quiet静默 | 43d |
| MA Sell (7) | quiet静默 | 4d |
| MA Sell (21) | quiet静默 | 51d |
| MA Sell (35) | quiet静默 | 65d |
| MA Sell (100) | quiet静默 | 51d |
| Pivot Bottom | quiet静默 | 120d |
| Pivot Top | quiet静默 | 15d |
| RSI-14 Oversold Entry | quiet静默 | 112d |
| RSI-14 Overbought Entry | quiet静默 | 2d |
| RSI-21 Oversold Entry | quiet静默 | 112d |
| RSI-21 Overbought Entry | quiet静默 | 2d |
| Double Bottom (Short-term) | quiet静默 | 51d |
| Double Bottom (Long-term) | quiet静默 | 9d |
| Double Top (Short-term) | quiet静默 | 45d |
| Double Top (Long-term) | quiet静默 | 15d |
| Bollinger Breakout Up | quiet静默 | 3d |
| Bollinger Breakout Down | quiet静默 | 70d |
| Short-term Rising Trend | quiet静默 | — |
| Short-term Falling Trend | quiet静默 | — |
| Long-term Rising Trend | quiet静默 | — |
| Long-term Falling Trend | quiet静默 | — |
| Possible Runner (Momentum Breakout) | quiet静默 | 16d |
| 1-Day Return (cross-sectional rank → top/bottom gainers) | ● active● 活跃 | 0d |
| Strong 1-Day Move Flag | quiet静默 | — |
| Valuation cheapness percentile (0–1, higher = cheaper vs peers) | ● active● 活跃 | 0d |
| Undervalued — composite multiples in cheapest decile vs universe | quiet静默 | — |
| Overvalued — composite multiples in most expensive decile vs universe | quiet静默 | — |
| Insider Power (0–100) — quality-weighted Form-4 open-market trades (role × size × recency); 50 = neutral | ● active● 活跃 | 0d |
| Insider Buy signal — fires when Insider Power ≥ 60 (net buying on quality-weighted basis) | quiet静默 | — |
| Insider Sell signal — fires when Insider Power ≤ 40 (net selling on quality-weighted basis) | ● active● 活跃 | 0d |
| Ichimoku — Price Above Cloud | ● active● 活跃 | 0d |
| Ichimoku — Price Below Cloud | quiet静默 | — |
| Ichimoku — Bullish TK Cross (Tenkan crosses above Kijun) | quiet静默 | 42d |
| Ichimoku — Bearish TK Cross (Tenkan crosses below Kijun) | quiet静默 | 66d |
| Ichimoku — Cloud Breakout Up (Price crosses above Kumo) | quiet静默 | 43d |
| Ichimoku — Cloud Breakdown (Price crosses below Kumo) | quiet静默 | 51d |
| Trend Ribbon — Uptrend State | ● active● 活跃 | 0d |
| Trend Ribbon — Downtrend State | quiet静默 | — |
| Trend Ribbon — Flip to Uptrend | quiet静默 | 39d |
| Trend Ribbon — Flip to Downtrend | quiet静默 | 50d |
| RSI Stack (7/14/21) — All Three Curling Up | quiet静默 | 3d |
| RSI Stack (7/14/21) — All Three Curling Down | quiet静默 | 1d |
| RSI Stack (7/14/21) — All Three at or Below 30 | quiet静默 | — |
| RSI Stack (7/14/21) — All Three at or Above 80 (reference band) | quiet静默 | — |
| Bollinger Upper Band Rejection (Wick above, Close below) | quiet静默 | 1d |
| Bollinger Lower Band Reclaim (Wick below, Close above) | quiet静默 | 58d |
| Bollinger Band Walk Up (Close above upper band ≥ 3 of last 5 bars) | quiet静默 | — |
| Bollinger Band Walk Down (Close below lower band ≥ 3 of last 5 bars) | quiet静默 | — |
| MACD bullish cross | quiet静默 | 3d |
| MACD bearish cross | quiet静默 | 8d |
| RSI crosses above 50 | quiet静默 | 43d |
| RSI crosses below 50 | quiet静默 | 51d |
| Stochastic-RSI bullish cross | quiet静默 | 4d |
| Stochastic-RSI bearish cross | ● active● 活跃 | 0d |
| Bi-weekly Stochastic-RSI bullish cross | quiet静默 | 21d |
| Golden Star (7/35) — three-entity cross with price gate | quiet静默 | 36d |
| Golden Star (21/100) — three-entity cross with price gate | quiet静默 | 78d |
| Golden Star (50/200) — three-entity cross with price gate | quiet静默 | 38d |
| Death Star (7/35) — bearish three-entity cross with price gate | quiet静默 | 995d |
| Death Star (21/100) — bearish three-entity cross with price gate | quiet静默 | 2664d |
| Death Star (50/200) — bearish three-entity cross with price gate | quiet静默 | 9221d |
| New Golden Star — freshly fired Golden Star (7/35), age ≤ 1 trading day | quiet静默 | 35d |
Surprise history超预期历史
| Quarter季度 | Reported实际 | Expected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% |
Estimate revisions预期修正
Analyst view分析师观点
Dealer positioning map做市商持仓地图
Volatility pricing波动率定价
Tracked funds holding it跟踪基金持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | Position市值 |
|---|---|---|---|---|
| Viking Global (Halvorsen) | B | Adding增持 | 2.2% | $795M |
| Soros Fund Management | B | Adding增持 | 0.5% | $35M |
| Basswood Capital Management | B | Holding持有 | 6.5% | $138M |
| Giverny Capital | C | Holding持有 | 0.6% | $15M |
Fund positioning基金持仓概览
Insiders & shorts内部人与空头
Month by month逐月统计
| Month月份 | Closed higher收涨占比 | Median move中位涨跌 | Years年数 |
|---|---|---|---|
| Jan1月 | 60% | +3.2% | 5 |
| Feb2月 | 40% | -0.8% | 5 |
| Mar3月 | 20% | -3.4% | 5 |
| Apr4月 | 60% | +1.5% | 5 |
| May5月 | 67% | +5.7% | 6 |
| Jun6月 | 50% | +7.1% | 6 |
| Jul7月 | 83% | +4.0% | 6 |
| Aug8月 | 60% | +1.8% | 5 |
| Sep9月 | 40% | -0.8% | 5 |
| Oct10月 | 60% | +4.5% | 5 |
| Nov11月 | 80% | +9.5% | 5 |
| Dec12月 | 40% | -0.2% | 5 |
- Jul: +2.0% avg, up 66% of years (n=47)7月:平均 +2.0%,66% 的年份上涨(n=47)