Orin
JPMNYSE·Banks - Diversified

JPMorgan Chase & Co. JPM

Market cap $904.5BP/E 14.5× trailingGross margin 62.6%Reports Tue 13 Oct, before the open
$337.53
−2.47 (−0.73%)Wed close 16:00 ET
52-wk $279.10 – $366.50
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Orin's take
0.62conviction · moderate
Refreshed 23 Sep · take v6. A new filing or a print queues the next refresh.

JPMorgan's Q2 2026 results were exceptional — revenue of $82.5B grew 17.9% YoY with EPS of $7.57 beating estimates by 35.8% — and smart money has improved to a score of 0.2362 as of June 2026 from near-zero a year earlier, but the stock still trades at 14.5x P/E and 3.04x P/S, a 14% and 58% premium to peer medians respectively, despite FY2025 net income declining 2.4% YoY to $57.0B and total debt surging 25% to $942.4B. The pullback to $337.53 with RSI at 33.4 (oversold) improves the near-term risk/reward versus the prior hold at ~$360, and the $20B QIA partnership adds a fee-revenue catalyst, but insiders have net sold $370.7M over 24 months and FY2025 operating margin compressed to 25.95% from 27.73%, keeping the setup mixed rather than compelling for new capital.

What could go wrong

  • Credit cycle deterioration. August card delinquencies and charge-offs rose sequentially across major U.S. issuers; while below year-ago levels, further deterioration could pressure JPM's consumer portfolio and loan loss provisions.
  • Premium valuation vs peers. P/E of 14.5x sits 14.3% above the peer median of 12.7x and P/S of 3.04x is 58.3% above the peer median of 1.92x, limiting multiple expansion upside if growth disappoints.
  • Insider selling pressure. Over 24 months, insiders net sold 77,520 shares worth $370.7M across 125 dispositions versus 94 acquisitions, with recent sales by the Head of HR and General Counsel.
  • AI disruption to payments. Recent news highlights concern that AI shopping agents like Meta's Muse could disrupt traditional payment and financial companies, pressuring CCB and payments revenue.

What would change my mind

Q3 2026 earnings beat. Q3 2026 EPS exceeds consensus by >10% with revenue growth above 10% YoY, confirming the Q2 acceleration is sustainedbullish
Credit quality deterioration. Card delinquencies and NCOs rise above year-ago levels for two consecutive months, signaling broad consumer credit stressbearish
Valuation re-rating. P/E compresses toward peer median (~12.7x) via price decline or earnings growth, closing the 14% premium gapbullish
Net interest margin compression. Fed rate actions or rising deposit costs compress NIM, reversing the Q2 revenue growth trajectorybearish

Where this comes from: quarterly_results Q2 2026 · earnings_surprises · peer_relative · fundamentals FY2025 vs FY2024. Orin's read on JPM; not advice.

Twelve months actual closes to 2026-09-23 · actual filings

Sept 25Nov 25Jan 26Mar 26May 26Jul 26

50-day average 200-day average · volume below

Largest holders · 13F Q2 2026

Money flow
FilerPositionOf fund
Vanguard Capital Management$52.9B1.1% of fund
State Street$41.0B1.2% of fund
Bank Of America /De/$22.8B1.5% of fund
Morgan Stanley$22.0B1.2% of fund
Vanguard Portfolio Management$21.5B1.0% of fund
Geode Capital Management$20.1B1.1% of fund

219 filers · quarter ended Q2 2026 · positions, not flows

Insiders, last 24 months: 219 Form 4 filings, net −$370.7M. Of the 50 on hand, 0 were open-market purchases and 12 sales— the rest are grants, option exercises and tax withholding.

Ask Orin about JPM

its filings · its transcripts · its numbers

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Where it trades

vs its own 5y · Financial Services
MetricNowOwn medianSector
P/E14.5×10.6×21.6×
EV/EBITDA19.7×7.6×
P/S3.04×2.59×
P/B2.5×1.6×

Its P/E sits 80th percentile of its own last 5 years (+1.33σ from its own mean).

What the price assumes

-3.4%

free-cash-flow growth every year for 10 years, discounted at 10%, is what today’s price implies — starting from $100.9B of trailing free cash flow. It is an assumption the market is making, not a forecast Orin is making.

What Wall Street published

61 firms · 2026-09-23
Consensus target

$374

$305$420 · +11% against today's price

How they rate it
  • 32 buy or overweight
  • 27 hold
  • 2 underweight or sell

The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.

Against the companies it is compared to

median P/E 12.7× of 3 peers
CompanyMarket capP/EEV/EBITDAGrossNetROE
JPMJPMorgan Chase & Co.$904B14.5×19.7×62.6%21.9%18%
BACBank of America Corporation$397B12.7×24.1×59.3%17.2%11%
CCitigroup Inc.$226B14.0×23.1×46.6%10.2%8%
WFCWells Fargo & Company$248B11.7×15.2×64.5%17.5%13%

The median is of the 3 peers listed above and nothing else — check it against the column. This company trades 14.3% above it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.

What it has traded at

P/E by fiscal year
FY14 11.7×FY25 16.0×

What its sector has traded at

Financial Services
FY14 29.6×FY26 23.9×

Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.

Discounted cash flow

not recomputed since
ModelFair valueAgainstComputed
Standard DCF$740$311.93 · +137%2026-06-10
Levered DCF$923$311.93 · +196%2026-06-10

The vendor’s intrinsic-value models. Treat them as a low-growth anchor — for a fast grower the market routinely pays well above a DCF. These were computed against the price in the “against” column, not today’s.

Every estimate on one scale

price $337.53
52-week range$279 – $367
Analyst targets$305 – $420
Standard DCF$740 as of 2026-06-10, when it was $311.93
Levered DCF$923 as of 2026-06-10, when it was $311.93
At own 5y-median P/E (11×)$246
At 5y P/E range (10–16×)$230 – $366
At sector P/E (22×)$501

The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.