JPM: JPMorgan Chase & Co.

Stock

About

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm offers a range of investment banking products and services in all capital markets, including advising on corporate strategy and structure, capital raising in equity and debt markets, risk management, market making in cash securities and derivative instruments, and brokerage and research. It operates through the following business segments: Consumer and Community Banking (CCB), Corporate and Investment Bank (CIB), Commercial Banking (CB), Asset and Wealth Management (AWM), and Corporate. The CCB segment serves consumers and businesses through personal service at bank branches and through automated teller machines, online, mobile, and telephone banking. The CIB segment offers a suite of investment banking, market-making, prime brokerage, lending, and treasury and securities products and services to a global client base of corporations, investors, financial institutions, merchants, governments, and municipal entities. The CB segment provides comprehensive financial solutions, including lending, wholesale payments, investment banking and asset management products for middle market banking, corporate client banking, and commercial real estate banking. The AWM segment provides investment and wealth management services. The Corporate segment consists of treasury, chief investment office, and other corporate. The company was founded in 1968 and is headquartered in New York, NY.

Year Founded
1968
Employees
313,206
Sector
Financials
HQ Location
New York City, NY

Current Value

$244.40

1 Year Return

$91.20
59.53%

Key Details

Market Cap

$684.38B

P/E Ratio

13.52

1Y Stock Return

58.91%

1Y Revenue Growth

21.02%

Dividend Yield

2.41%

Price to Book

2.1

Strategies that include
JPM

Medium risk

$14,000

US 500

growth
balanced
growth income

The original passive investment vehicle is generally considered to comprise of 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.

Top Sector

Information Technology

Top Holdings

Return

+15.05%

Expense Ratio

0.00%

Holdings

502

Medium risk

$2,100

US 100

growth
balanced
growth income

This strategy offers a convenient way to access the largest 100 large-cap stocks across various sectors within the U.S. market.

Top Sector

Information Technology

Top Holdings

Return

+17.25%

Expense Ratio

0.00%

Holdings

101

Medium risk

$1,100

U.S. Equity Factor Rotation

growth
balanced
growth income

Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk.

Top Sector

Information Technology

Top Holdings

Return

+16.36%

Expense Ratio

0.00%

Holdings

70

Medium risk

$6,600

Value Stocks

growth
balanced
growth income

This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value.

Top Sector

Financials

Top Holdings

Return

+11.09%

Expense Ratio

0.00%

Holdings

333

High risk

$14,000

Financial Sector

speculation
maximum growth

Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.

Top Sector

Financials

Top Holdings

Return

+12.69%

Expense Ratio

0.00%

Holdings

373

Medium risk

$1,000

Large Market Beaters

growth
balanced
growth income

Beating the market. That's what so many money managers aim to do, but it's much easier said than done. Over the past year, this collection has achieved that goal. They are the winners, and it wasn't due to small numbers. They are both the largest companies in the stock market (>$200Bn Market Cap) and, at that size, the only companies to outperform the S&P 500 long term average return by 2x (20%)

Top Sector

Financials

Top Holdings

Return

+30.41%

Expense Ratio

0.00%

Holdings

25

Medium risk

$2,400

U.S. Momentum Factor

growth
balanced
growth income

Tracks an index of large- and mid-cap US equities, selected and weighted based on historical price appreciation and low volatility. Focus is on stocks with strong 6- and 12-month price performance, while also considering volatility over the past 3 years. This approach aims to capture momentum while managing risk, providing a unique investment strategy for those seeking growth potential.

Top Sector

Financials

Top Holdings

Return

+13.52%

Expense Ratio

0.00%

Holdings

123

Medium risk

$3,300

Equal Weighted US 500

growth
balanced
growth income

This index provides equal-weight exposure to the top 500 companies in the US, offering a unique approach compared to traditional market-cap weighted indexes. With an aim to reduce concentration risk by allocating equal amounts to each constituent, it potentially benefits from smaller companies' outperformance.

Top Sector

Industrials

Top Holdings

Return

+11.97%

Expense Ratio

0.00%

Holdings

502

Low risk

$3,000

Republican Trading

capital preservation
balanced
income

This strategy seeks to broadly invest in stocks purchased or sold by Republican members of the US Congress and their families.

Top Sector

Information Technology

Top Holdings

Return

+6.16%

Expense Ratio

0.00%

Holdings

158

Low risk

$4,900

Democratic Trading

capital preservation
balanced
income

This strategy seeks to broadly invest in stocks purchased or sold by Democratic members of the US Congress and their families.

Top Sector

Information Technology

Top Holdings

Return

+10.61%

Expense Ratio

0.00%

Holdings

168

Medium risk

$33,000

US 1000

growth
balanced
growth income

This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.

Top Sector

Information Technology

Top Holdings

Return

+15.03%

Expense Ratio

0.00%

Holdings

995

High risk

$1,700

Select US Financial Sector

speculation
maximum growth

Tracking select top holdings in US financial sector focusing on the top performers.

Top Sector

Financials

Top Holdings

Return

+13.05%

Expense Ratio

0.00%

Holdings

72

Create your own
strategy with

JPM
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Stock's related to
JPM

Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
GS75.45%$182.50B+73.56%1.93%
WFC72.45%$244.48B+72.37%2.04%
BAC71.15%$356.10B+56.47%2.11%
SYF68.27%$24.78B+115.98%1.57%
C68.15%$129.74B+52.14%3.18%
COF67.89%$69.05B+71.11%1.32%
HBAN67.21%$25.48B+60.92%3.53%
PNC66.70%$81.28B+60.08%3.07%
PRU66.70%$44.36B+32.25%5.15%
FNB66.24%$5.89B+40.69%2.94%
CFG66.14%$20.29B+71.32%3.64%
MET65.68%$57.21B+32.74%2.60%
EQH65.48%$14.60B+65.31%1.98%
WTFC65.26%$8.72B+56.17%1.38%
TFC65.25%$61.90B+47.66%4.44%
ASB65.16%$3.95B+48.10%3.36%
FBP64.75%$3.37B+37.39%3.01%
PIPR64.20%$5.96B+121.67%0.73%
SF64.09%$11.58B+83.88%1.43%
JEF63.73%$15.33B+115.42%1.73%

Uncorrelated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
SCWX<0.01%$743.12M+40.27%0.00%
AVO0.01%$930.35M+49.60%0.00%
BEST-0.06%$31.65M+3.88%0.00%
GPCR-0.08%$1.88B-36.14%0.00%
VSTM0.09%$176.25M-36.94%0.00%
MCK-0.11%$78.15B+35.51%0.42%
WHLM0.11%$17.64M-29.34%0.00%
BTCT-0.14%$42.61M+353.33%0.00%
RTO-0.16%$13.07B-10.21%2.25%
CORT0.18%$5.69B+113.63%0.00%
SMC-0.20%$383.35M+97.26%0.00%
BPT0.22%$24.61M-66.18%0.00%
LUNA0.22%$55.69M-71.48%0.00%
CWAN0.23%$6.77B+47.68%0.00%
MASI0.24%$8.75B+73.22%0.00%
CLX-0.25%$20.81B+20.66%2.88%
COCO-0.28%$2.01B+24.49%0.00%
MSDL0.31%$1.83B+0.66%7.26%
CANG0.31%$253.50M+212.50%0.00%
ORCL-0.31%$523.45B+62.73%0.84%

Inversely Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
CPNG-17.71%$43.51B+49.69%0.00%
EXAS-17.55%$9.98B-17.22%0.00%
HUSA-16.88%$16.69M-11.56%0.00%
NOVA-16.80%$429.84M-67.33%0.00%
CBOE-13.55%$21.46B+15.84%1.11%
LFVN-12.89%$169.84M+130.61%1.10%
IRBT-12.53%$220.33M-75.58%0.00%
AMT-11.94%$94.00B+1.83%3.29%
PG-11.27%$402.15B+14.14%2.33%
SMG-10.66%$4.24B+35.01%3.52%
AUDC-10.28%$262.07M-18.71%4.14%
LITB-9.75%$35.48M-75.45%0.00%
DAO-9.66%$159.28M+25.62%0.00%
LNTH-9.63%$5.52B+16.60%0.00%
ASPS-9.30%$22.36M-80.26%0.00%
QTTB-8.88%$354.34M+188.64%0.00%
TTEK-8.01%$10.90B+23.97%2.70%
BGS-7.99%$503.48M-32.20%12.01%
PETS-7.26%$93.60M-41.21%0.00%
CHT-6.79%$29.51B+1.71%3.86%

ETF's related to
JPM

Correlated ETFs

NameCorrelationAUMExpense Ratio
IYG83.33%$1.62B0.39%
IYF83.11%$3.70B0.39%
XLF82.71%$50.48B0.09%
VFH81.07%$11.71B0.1%
FNCL80.75%$2.03B0.084%
KBWB79.07%$2.52B0.35%
RSPF74.44%$311.69M0.4%
FXO73.13%$1.02B0.62%
PWV70.22%$1.01B0.53%
IXG69.91%$441.53M0.42%
IAT69.32%$725.82M0.4%
DFLV68.87%$2.78B0.22%
DFUV68.04%$11.68B0.21%
RDVI67.23%$1.52B0.75%
IAI67.14%$1.72B0.4%
KBE66.84%$2.42B0.35%
IWX66.45%$2.42B0.2%
RPV65.65%$2.09B0.35%
RDVY65.58%$12.93B0.49%
KCE65.13%$466.96M0.35%

Uncorrelated ETFs

NameCorrelationAUMExpense Ratio
VTIP0.06%$11.71B0.04%
FBND0.07%$15.84B0.36%
HTRB0.09%$1.92B0.29%
HIGH0.11%$302.78M0.51%
BOND-0.16%$5.01B0.58%
IBDU0.17%$1.95B0.1%
BSCO0.18%$2.35B0.1%
BSCS-0.29%$2.09B0.1%
CLOI-0.35%$715.40M0.4%
OWNS0.36%$124.17M0.3%
STIP0.42%$8.74B0.03%
ZROZ-0.43%$1.63B0.15%
KRBN-0.46%$242.47M0.85%
JCPB0.48%$4.55B0.38%
SPIP0.49%$858.31M0.12%
IBTE0.55%$1.70B0.07%
TDTF0.55%$719.61M0.18%
BAB0.56%$1.06B0.28%
IBDT-0.60%$2.36B0.1%
HYD-0.62%$3.18B0.32%

Inversely Correlated ETFs

NameCorrelationAUMExpense Ratio
TAIL-47.37%$67.98M0.59%
VIXY-40.45%$195.31M0.85%
CGMU-36.12%$2.53B0.27%
DFNM-29.53%$1.40B0.17%
FMB-28.50%$2.03B0.65%
MUNI-27.21%$1.73B0.35%
HTAB-25.49%$437.10M0.4%
TOTL-25.39%$3.31B0.55%
CGSM-24.64%$514.53M0.25%
TYA-24.07%$124.05M0.17%
FMHI-24.01%$747.15M0.7%
HYMB-23.79%$2.81B0.35%
BTAL-23.33%$388.04M1.43%
PWZ-23.22%$697.36M0.28%
VGSH-23.00%$19.14B0.04%
XONE-19.35%$548.88M0.03%
FTSM-17.68%$6.08B0.45%
UTWO-17.23%$447.63M0.15%
USDU-16.17%$201.97M0.5%
SCHO-15.71%$11.10B0.03%

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Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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