AAPL 165.84 0.5091% MSFT 400.96 0.461% GOOG 157.95 1.4321% GOOGL 156.28 1.4212% AMZN 177.23 1.4889% NVDA 795.18 4.3543% META 481.73 0.1372% TSLA 142.05 -3.4002% TSM 129.75 1.6053% LLY 731.33 0.6912% V 272.33 0.9452% AVGO 1224.46 1.6394% JPM 189.41 1.9429% UNH 491.23 -1.9755% NVO 125.26 2.0781% WMT 60.14 1.0247% LVMUY 168.89 0.4222% XOM 120.57 0.5756% LVMHF 851.89 0.4528% MA 456.75 0.2986%

Diversified Opportunities Report

JPMorgan Chase & Co.

Oct 06, 2022

JPM:NYSE
Investment Type
Large-cap
Risk Level
Action
Rec. Price ($)

Section 1: Company Overview and Fundamentals

1.1 Company Overview:

JPMorgan Chase & Co. is a financial holding company engaged in investment banking, financial services, and asset management. Along with a corporate division, it operates in four segments. Consumer & Community Banking, Corporate & Investment Banking, Commercial Banking, and Asset Management are the company's segments.

1.2 The Key Positives, Negatives, and Investment summary

1.3 Key Metrics:

The graphs below demonstrate the consistency in the company’s revenue and upward trend in net income, due to increased demand for the company’s products as well as increased efficiency in lowering the operational costs for the company. JPM’s net income has grown at an impressive 5-year CAGR of 18.59% respectively for a company of JPM’s size. Furthermore, the company has a history of consistent dividend payments on a regular basis which can be from the graph given below.

1.4 Top 10 shareholders:

  • The top 10 shareholders together form ~26.99% of the total shareholding, signifying diverse shareholding. The Vanguard Group, Inc and State Street Global Advisors (US) are the biggest shareholders, holding the maximum stake in the company at ~9.18% and ~4.43%, respectively.

Section 2: Business Updates and Financial Highlights

2.1 Recent Updates:

The below picture gives an overview of the recent updates:

 2.2 Insights of Q2FY22:

Section 3: Key Risks

Section 4: Stock Recommendation Summary:

4.1 Price Performance and Technical Summary:

4.2 Fundamental Valuation

Valuation Methodology: Price/Book Value per share Multiple Based Relative Valuation

Markets are trading in a highly volatile zone currently due to certain macro-economic and geopolitical tensions prevailing. Therefore, it is prudent to follow a cautious approach while investing.

Note 1: The reference data in this report has been partly sourced from REFINITIV.

Note 2: Investment decisions should be made depending on an individual's appetite for upside potential, risks, holding duration, and any previous holdings. An 'Exit' from the stock can be considered if the Target Price mentioned as per the Valuation and or the technical levels provided has been achieved and is subject to the factors discussed above.

Note 3: The report publishing date is as per the Pacific Time Zone.

Technical Indicators Defined: -

Support: A level at which the stock prices tend to find support if they are falling, and a downtrend may take a pause backed by demand or buying interest. Support 1 refers to the nearby support level for the stock and if the price breaches the level, then Support 2 may act as the crucial support level for the stock.

Resistance: A level at which the stock prices tend to find resistance when they are rising, and an uptrend may take a pause due to profit booking or selling interest. Resistance 1 refers to the nearby resistance level for the stock and if the price surpasses the level, then Resistance 2 may act as the crucial resistance level for the stock.

Stop-loss: It is a level to protect further losses in case of unfavorable movement in the stock prices. 


Disclaimer-

Kalkine Equities LLC provides general information about companies and their securities. The information contained in the reports, including any recommendations regarding the value of or transactions in any securities, does not take into account any of your investment objectives, financial situation or needs. Kalkine Equities LLC is not registered as an investment adviser in the U.S. with either the federal or state government. Before you make a decision about whether to invest in any securities, you should take into account your own objectives, financial situation and needs and seek independent financial advice. All information in our reports represents our views as at the date of publication and may change without notice.

Kalkine Media LLC, an affiliate of Kalkine Equities LLC, may have received, or be entitled to receive, financial consideration in connection with providing information about certain entity(s) covered on its website.