JPMorgan Chase & Co.
JPM · Financial Services · · USDFahodi Score HOLD Mid-term (Position)
58
/ 100
Technical
75
Trend & RS
63
Momentum
61
Fundamental
56
Macro
22
Liquidity
84
| Component | Score | Weight |
|---|---|---|
| Technical | 75.0 | 20% |
| Trend & RS | 63.4 | 30% |
| Momentum | 61.1 | 15% |
| Fundamental | 55.6 | 10% |
| Macro | 22.5 | 20% |
| Liquidity | 84.3 | 5% |
Trade Setup
| Entry | 337.34 |
| Stop Loss | 321.38 (4.7%) |
| Target 1 (1:1) | 353.30 (+4.7%) |
| Target 2 (2:1) | 369.26 (+9.5%) |
| ATR(14) | 7.98 (2.4%) |
| Risk per Share | 15.96 |
| Reward:Risk | 2:1 |
ATR-based levels. Adjust for support/resistance zones.
Factor Profile
| Factor | Score | Z | Bar |
|---|---|---|---|
| Value | 79.0 | +1.16 | |
| Momentum | 55.5 | +0.22 | |
| Quality | 72.6 | +0.90 | |
| Composite | 69.1 | ||
Quality Scores
Piotroski F-Score
5
/9 —
Average
✓
✓
✗
✗
✗
✗
✓
✓
✓
1. Positive Net Income
2. Positive Roa
3. Positive Cfo
4. Quality Earnings
5. Lower Leverage
6. Higher Liquidity
7. No Dilution
8. Higher Gross Margin
9. Higher Asset Turnover
Altman Z-Score
Insufficient Data
Valuation vs Peers Undervalued
| Metric | Stock | Sector | vs Peers |
|---|---|---|---|
| P/E Ratio | 14.2 | 18.0 | -21% below |
| P/B Ratio | 2.5 | 2.5 | Inline |
| Dividend Yield | 2.0% | 2.0% | Below avg |
Comparing against Financial Services median multiples.
Trading at a discount to sector peers — potential value opportunity.
Intrinsic Value (DCF) Undervalued
Intrinsic Value
416.23
vs
Market Price
337.34
Upside
+23.4%
| Margin of Safety | +19.0% |
| Stage 1 PV (5yr FCF) | 261,726,565,033 |
| Terminal Value PV | 843,619,171,603 |
| Total Enterprise Value | 1,105,345,736,636 |
Assumptions
| Base FCF | 50,647,784,084 |
| Growth Rate (5yr) | 10.2% |
| Terminal Growth | 2.5% |
| Discount Rate (WACC) | 9.0% |
2-stage DCF: 5yr projected FCF + Gordon Growth terminal value. Estimates only — adjust growth and WACC for your own assumptions.
Position Sizing — Kelly Criterion
4.6%
Recommended Size
37.77%
Full Kelly
18.89%
Half Kelly
5.0%
Max Cap (Moderate)
Kelly inputs derived from quant score 58/100. Estimated win rate 57%, avg win 8.4%, avg loss 3.9%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.
RECOVERY
Regime: RECOVERY (40% confidence) — position size reduced 8%
Signal Summary STRONG BUY
3
Bullish Signals
1
Bearish Signals
48.97
RSI(14)
0.8
MACD
Relative Strength (RS) NEUTRAL
58
/ 99
RS Rating
O'Neil filter: <80
| RS vs SPY | → FLAT (-0.2% vs SPY 3M) |
| RS vs Sector | UNDERPERFORMING (Financial Services) |
| RS New High | No (56d since high) |
| Sector Outperformance | -11.0% (3M) |
RS Line — stock / SPY (90 bars)
← older
newer →
RS vs SPY
50-day SMA of RS
NEUTRAL:
In line with the market — no strong outperformance or underperformance.
Technical Indicators
| Indicator | Value | Signal |
|---|---|---|
| Rsi | 48.97 | NEUTRAL |
| Macd | 0.8 | BULLISH |
| Ma Cross | 341.29 / 321.1 | GOLDEN CROSS |
| Trend Short | BELOW SMA50 | |
| Trend Long | ABOVE SMA200 | |
| Bollinger | MIDDLE | |
| Volume | 1.75x | HIGH |
Key Levels
| Level | Price |
|---|---|
| 52-Week High | 366.50 |
| Bollinger Upper | 346.31 |
| SMA(200) | 321.1 |
| SMA(50) | 341.29 |
| SMA(20) | 336.96 |
| Current Price | 337.34 |
| Bollinger Lower | 327.6 |
| 52-Week Low | 279.10 |
| ATR(14) | 7.98 |
Advanced Technical Analysis
Click to expand
Wyckoff Phase & Volume Spread Analysis
Wyckoff Phase
Insufficient data for Wyckoff analysis.
Volume Spread Analysis (last 5 bars)
| Date | Signal | Vol | Description |
|---|---|---|---|
| 2026-10-30 | Normal | 1.07x | Normal bar — no special VSA pattern |
| 2026-11-02 | Normal | 0.81x | Normal bar — no special VSA pattern |
| 2026-11-03 | Normal | 0.92x | Normal bar — no special VSA pattern |
| 2026-11-04 | Normal | 1.41x | Normal bar — no special VSA pattern |
| 2026-11-05 | Normal | 1.75x | Normal bar — no special VSA pattern |
Ichimoku Cloud NEUTRAL
| Line | Value | Status |
|---|---|---|
| Tenkan-sen (9) | 346.48 | Above Kijun |
| Kijun-sen (26) | 342.03 | Base line |
| Senkou A | 344.25 | Leading span A |
| Senkou B | 342.66 | Leading span B |
| Cloud | 342.66 – 344.25 | Bullish (Green) |
| Price vs Cloud | 337.34 | Below Cloud |
| Chikou Span | 331.53 | Bullish |
| Alignment Score | 3/4 | NEUTRAL |
TTM Squeeze & Divergences
TTM Squeeze
SQUEEZE ON
14 bars
Momentum:
BEARISH
BB: 327.6 – 346.31 | KC: 325.52 – 348.39
Divergences (last 60 bars)
| Type | Indicator | Bars Ago | Strength |
|---|---|---|---|
| Hidden Bearish | RSI | 15 |
Anchored VWAP
VWAP: 322.70
Anchor: 2026-03-12 (52w Low)
ABOVE AVWAP
+4.5%
Heikin-Ashi Trend
WEAKLY BULLISH
Full data via /api/advanced/JPM
Valuation
| Metric | Value |
|---|---|
| Market Cap | 895.84B |
| P/E (TTM) | 14.15 |
| Forward P/E | N/A |
| P/B | 2.55 |
| EPS | 23.84 |
Financial Health
| Metric | Value |
|---|---|
| Revenue Growth | 10.2% |
| Profit Margin | 34.6% |
| ROE | 18.0% |
| Debt/Equity | N/A |
| Current Ratio | N/A |
| Dividend Yield | 2.0% |
| Payout Ratio | N/A |
| Beta | 1.02 |
Trading Data
337.34
Open
337.34
Day High
337.34
Day Low
12.92M
Volume (1.8x avg)
Price Chart (90 Days)
Candlesticks (green=up, red=down)
SMA 20
SMA 50
Bollinger Bands (upper/lower)
Volume (green=buying, red=selling)