Metric Analysis: JPMorgan Chase & Co (JPM)’s Key Ratios in the Limelight

In the journey to outperform the market, investors delve into the art of stock selection. Choosing the right stocks can be a powerful driver for wealth accumulation.

In the latest session, JPMorgan Chase & Co (NYSE: JPM) closed at $283.16 up 0.13% from its previous closing price of $282.78. In other words, the price has increased by $0.13 from its previous closing price. On the day, 11.27 million shares were traded. JPM stock price reached its highest trading level at $287.195 during the session, while it also had its lowest trading level at $282.48.

Ratios:

For a deeper understanding of JPMorgan Chase & Co’s stock, let’s take a closer look at its various ratios. In the meantime, Its Debt-to-Equity ratio is 2.96 whereas as Long-Term Debt/Eq ratio is at 1.25.

On July 08, 2025, HSBC Securities Downgraded its rating to Reduce which previously was Hold but kept the price unchanged to $259.

Robert W. Baird Downgraded its Neutral to Underperform on June 27, 2025, while the target price for the stock was maintained at $235.

Insider Transactions:

Additionally, insider trades can be beneficial to investors who want to learn what the management thinks about stock prices in the future. A recent insider transaction in this stock occurred on Jun 12 ’25 when BACON ASHLEY sold 5,201 shares for $267.44 per share. The transaction valued at 1,390,972 led to the insider holds 229,791 shares of the business.

Ashley Bacon bought 5,201 shares of JPM for $1,390,971 on Jun 12 ’25. On Jun 05 ’25, another insider, Piepszak Jennifer, who serves as the Chief Operating Officer of the company, sold 6,128 shares for $262.47 each. As a result, the insider received 1,608,424 and left with 62,455 shares of the company.

Valuation Measures:

Investors should consider key stock statistics when deciding whether to invest or divest. In the wake of the recent closing price, JPM now has a Market Capitalization of 786927124480 and an Enterprise Value of 423310295040. As of this moment, JPMorgan’s Price-to-Earnings (P/E) ratio for their current fiscal year is 13.90, and their Forward P/E ratio for the next fiscal year is 14.23. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 2.46. For the stock, the TTM Price-to-Sale (P/S) ratio is 2.76 while its Price-to-Book (P/B) ratio in mrq is 2.37. Its current Enterprise Value per Revenue stands at 2.509.

Stock Price History:

The Beta on a monthly basis for JPM is 1.11, which has changed by 0.36495543 over the last 52 weeks, in comparison to a change of 0.12153554 over the same period for the S&P500. Over the past 52 weeks, JPM has reached a high of $296.40, while it has fallen to a 52-week low of $190.90. The 50-Day Moving Average of the stock is 5.83%, while the 200-Day Moving Average is calculated to be 14.53%.

Shares Statistics:

For the past three months, JPM has traded an average of 9.39M shares per day and 10590330 over the past ten days. A total of 2.78B shares are outstanding, with a floating share count of 2.77B. Insiders hold about 0.38% of the company’s shares, while institutions hold 73.81% stake in the company. Shares short for JPM as of 1749772800 were 26490566 with a Short Ratio of 2.82, compared to 1747267200 on 30539508. Therefore, it implies a Short% of Shares Outstanding of 26490566 and a Short% of Float of 0.9599999499999999.

Dividends & Splits

According to the company, the forward annual dividend rate for JPM is 5.30, from 5.05 in the trailing year. Against a Trailing Annual Dividend Yield of 0.017858407The stock’s 5-year Average Dividend Yield is 2.6. The current Payout Ratio is 24.30% for JPM, which recently paid a dividend on 2025-07-03 with an ex-dividend date of 1751500800. Stock splits for the company last occurred on 2000-06-12 when the company split stock in a 3:2 ratio.

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