MEDIUM confidence: 100% data completeness, but the composite (59) sits in the indecisive 30–70 range — strong-buy and short calls require a more decisive composite. What does confidence mean?
Technical context for active traders — derived from price, the 50/200-day moving averages, the 52-week range, and recent volume. Not part of the QScore.
Fama-French 5-factor (2×3) + Momentum, monthly OLS with Newey-West errors. Bars show signed factor betas; faded bars/figures aren't statistically significant.
Net buyback (repurchases less issuance) ÷ market cap, plus trailing dividend yield.
Avg target $334 (last qtr, 5 analysts) → $344 (last mo, 1) (+2.9%).
Buy-rated share 52% → 50% over ~3 months (-2pp).
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Apr 2026 | $5.47 | $5.94 | +8.6% |
| Jan 2026 | $4.85 | $4.63 | -4.5% |
| Oct 2025 | $4.85 | $5.07 | +4.5% |
| Jul 2025 | $4.48 | $4.96 | +10.7% |
| Apr 2025 | $4.63 | $5.07 | +9.5% |
| Jan 2025 | $4.09 | $4.81 | +17.6% |
| Oct 2024 | $3.99 | $4.37 | +9.5% |
| Jul 2024 | $5.88 | $4.40 | -25.2% |
Net insider -$112.6M over 180 days (0 open-market buys, 32 sells). Insider buying is the informative signal; routine selling is normal.
Short interest, days-to-cover, and institutional-ownership change require a data-plan upgrade (not yet available).
Forward-return IC, quintile spread & hit rate publish on /performance as the tracking panel accrues enough no-look-ahead history.
| Metric (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $127.2B— | $153.8B+20.9% | $236.3B+53.6% | $270.8B+14.6% | $279.7B+3.3% |
| EPS (dil.) | $15.36— | $12.09-21.3% | $16.23+34.2% | $19.75+21.7% | $20.05+1.5% |
| Free Cash Flow | $78.1B— | $107.1B+37.2% | $13.0B-87.9% | -$42.0B-423.8% | $100.9Bn/m |
| Gross Margin | 102.9% | 78.9%-24.0pp | 61.7%-17.3pp | 58.6%-3.0pp | 59.9%+1.3pp |
| Operating Margin | 46.8% | 30.0%-16.8pp | 26.1%-3.9pp | 27.7%+1.7pp | 26.0%-1.8pp |
| Net Margin | 38.0% | 24.5%-13.5pp | 21.0%-3.5pp | 21.6%+0.6pp | 20.4%-1.2pp |
Absolute figures with year-over-year change. Margins show the level with the change in percentage points (pp). “n/m” = not meaningful (prior ≤ 0); ⚠ marks a large percentage off a small base — read the dollar figure.
The QScore of 59 for JPMorgan Chase & Co. suggests the stock exhibits a mix of strengths and weaknesses. The stock scores high on momentum, with a 12-month return of 15.8% and a bullish 50-day versus 200-day moving average trend. However, it trades at a relatively moderate valuation, with a P/E of 15.7, which brings down its value score. The short-term score is slightly higher than the long-term score, indicating some recent positive trends, particularly in momentum and growth, with revenue growth of 3.3% and significant free cash flow growth of 340.1%.