JPM JPMorgan Chase

XNYS Sideways Position vs. buy zone Alert

Financials

· How we analyze

About the company

JPMorgan Chase is a major US bank from New York. It runs its retail business under the Chase name with accounts, cards and loans, plus investment banking, commercial banking and asset management. It operates worldwide. As of Oct 13, 2026

Fact sheet (from the annual report) National commercial banks · New York, USA

JPMorgan Chase & Co. is a financial holding company under Delaware law and operates worldwide. The group serves clients mainly in the United States as well as companies, institutions and governments worldwide. The firm is active in investment banking, in banking for consumers and small businesses, in commercial banking, in payments and in asset management. Its reporting segments are Consumer & Community Banking, Commercial & Investment Bank and Asset & Wealth Management. Its main banking subsidiary is JPMorgan Chase Bank, National Association. The holding company is supervised by the Federal Reserve.

Automatically summarized from SEC annual report (10-K, filed Feb 13, 2026) (website of the US Securities and Exchange Commission) · reviewed Oct 15, 2026

Price performance at a glance

Last 30 trading days
  • Today +0.5%
  • 7 days +0.2%
  • 30 days −2.1%
  • 1 year +10.4%
Day range (last trading day)
−0.4%Price at 43% of the range+0.5%
52-week range
−16.9%Price at 65% of the range+9.1%
Distance from the all-time high
−8.4%

Our own calculation from the exchange’s daily candles, as of Oct 27, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.

Where is the price relative to the buy zone?

Was in the buy zone

  1. Still far away
  2. Close
  3. In the buy zone
  4. Below

The price was in the buy zone and is now back just above it.

As of: Close of the 4-hour candle Oct 27, 2026, 18:30 · Buy zone in the trade plan · An observation, not investment advice

Rule (4-hour candles) Zone valid since Oct 23, 2026 · unchanged since then

Watcher Full history: every change of the buy zone with its date.

Automated analysis (rule-based)

How we analyze

Timeframe 4 hours · As of Oct 27, 2026

Elliott wave analysis JPMorgan Chase (4-hour candles): wave 2 retracing, buy zone 61.8–78.6% of the advance, invalid below the start of wave 1. Candlestick chart JPM with 60 4-hour candles from Sep 16, 2026, 15:30 to Oct 27, 2026, 18:30. Price was in the buy zone, now back above it. Rule setup: start on Oct 14, 2026, 15:30, high on Oct 16, 2026, 15:30, pullback low on Oct 23, 2026, 15:30. All values as the distance from the top of the buy zone. Buy zone (61.8 to 78.6%) 0 to −0.9% (targets and stop for this zone from Watcher), invalid on a close below the start (−2.1%). Elliott count: Impulse, Impulse pattern (upward), Wave 5 complete (4 of 7 guidelines) (W2 = 65% of W1; W3 = 177% of W1), invalid on a close above +3.3%. provisional count: The inner sub-waves cannot be seen on this timeframe – the hard Elliott rules are met, the internal structure remains open. Provisional – check the count yourself on the chart. No visible sub-waves in: W5. Alternative: Combination (W-X-Y-X-Z), Corrective pattern (upward), Z complete (2 of 4 guidelines). Rule setup on 4-hour candles – the rule evaluates JPM on this timeframe. Automated analysis (rule-based), not investment advice. JPM · 4-hour candles · Automated analysis (rule-based) Price was in the buy zone, now back above it Provisional count: sub-waves not visible here – check it yourself on the chart Start High Pullback low 61.80% (0%) 78.60% (−0.9%) invalid (−2.1%) −2% 0% +2% +4% +6% Sep 18 Sep 24 Sep 30 Oct 6 Oct 12 Oct 16 Oct 22 last candle Oct 27, 2026, 18:30 · not investment advice Axis and values in brackets: distance from the top of the buy zone in %
  • 4-hour candles (green = close above open, red = below)
  • Rule setup (blue line start → high → pullback low)
  • Buy zone (0.618–0.786) 0 to −0.9%
  • Setup void on a close below the start (level 1 = 100%)
  • Watcher Target 1, Target 2 and stop for this zone from Watcher
  • Dashed throughout with a label: fallback count (provisional count) – provisional, check it yourself on the chart

Elliott count: Impulse, Impulse pattern (upward), Wave 5 complete (4 of 7 guidelines) · W2 = 65% of W1; W3 = 177% of W1 (reaches further back than the chart section, so shown as text only)

provisional count The inner sub-waves cannot be seen on this timeframe – the hard Elliott rules are met, the internal structure remains open. Provisional – check the count yourself on the chart.

Alternative (not drawn): Combination (W-X-Y-X-Z), Corrective pattern (upward), Z complete (2 of 4 guidelines)

Note: Truncation: W5 ends below the end of W3 (an exception, do not trade on it).

Note: Alternation of W2 and W4 not checked.

Note: Structure ambiguous: leg W1, W2, W3, W4 can also be read as three- or five-part.

Note: Structure open: leg W5 cannot be broken down into sub-waves on this timeframe – provisional, check the count yourself on the chart.

Note: Retracement at least 88.7% of A: flat possible (B in progress, type only with C).

Elliott count calculated automatically by fixed Elliott rules, not investment advice – display only, our buy zones do not use it. Provisional: The count can change with new candles.

How to draw it yourself
  1. Load the TradingView chart and choose the timeframe 4 hours (4-hour candles) – the buttons above the chart switch it as well.
  2. In the drawing toolbar on the left, choose the Fib Retracement tool (group with the horizontal lines).
  3. Click on the start of wave 1 (low of Oct 14, 2026 15:30) and drag to the high of Oct 16, 2026 15:30.
  4. The buy zone lies between the lines 0.618 and 0.786 (0 to −0.9%); line 1 is the start of wave 1 – if the price closes below it, the setup is void. The rule is only triggered by a candle close above the last swing high .
  5. Watcher Stop, Target 1 and Target 2 of this zone – and how to draw them – are available from Watcher.

On phones the drawing toolbar is hidden – drawing works better on a desktop.

Scenarios

Timeframe 4 hours · As of Oct 27, 2026 · from the Elliott count in the analysis chart

Weighting Main scenario: ahead (4 of 7 guidelines, medium) · Alternative: behind (2 of 4, medium)

Weighting by guidelines met – not a probability.

provisional count The inner sub-waves cannot be seen on this timeframe – the hard Elliott rules are met, the internal structure remains open. Provisional – check the count yourself on the chart. No visible sub-waves in: W5.

Main scenario

ahead medium · 4 of 7 guidelines

As long as the 4-hour close stays below the end of wave 5, this applies: Upward move in five waves (Impulse), wave 5 complete – count points to falling prices.

Invalid if the 4-hour close is above the end of wave 5 (+3.3% from the top of the zone)

Alternative

behind medium · 2 of 4 guidelines

If that breaks, the second reading no longer applies either: complex countermove upward (Combination W-X-Y-X-Z), Z complete – then there is no valid count for now; the next candles will produce a new one.

Invalid if the 4-hour close is above the end of Z (+3.3% from the top of the zone)

The price reached the buy zone (0 to −0.9% from its top) and last closed back above it. Rule trigger: after the touch a swing high forms, and a daily close is above it. If the price closes below the start of wave 1 (−2.1%), the setup is void. All percentages: distance from the top of the buy zone.

In the TradingView chart: Draw the buy zone in the chart with the Fibonacci tool (instructions next to the wave chart) or as two horizontal lines (tool “Horizontal Line”). If the price closes below the start of wave 1 (−2.1%), the setup is void – without an entry of the rule.

Trade plan of the rule

Exit with a gain

Buy zone – Rule trigger: candle close above the swing high

  • Buy zone (Fibonacci 61.8–78.6%) Top = reference point of the percentages 0 to −0.9%

Exit at a loss

Watcher Target 1, Target 2 and stop for this zone – with distance in percent and reward/risk – are available from Watcher. Plans and pricing Percentages from the top of the buy zone (61.8%) – not a forecast.

Rule-based, long only, 4-hour candles. Not a forecast and not investment advice. Lesson: the buy zone in 4 minutes

Save zone

With a free account: save the buy zone shown for yourself (stop and targets from Watcher). It stays visible even if the zone changes later. Log in · Sign up

Fundamental analysis

JPMorgan Chase · Sector Financials · amounts in USD

Information only – does not affect our buy zones, not investment advice. Source: SEC filings, As of Feb 13, 2026.

In short

  • Light green: Revenue grew over 5 years (+8.8% per year), at least as fast as the sector median.
  • Light green: Net income (total) grew over 5 years (+14.4% per year), at least as fast as the sector median; per share +17.7% per year.
  • Light green: Net margin 31.3%, above the sector median (19.4%).
  • Light green: Profit in each of the last 10 fiscal years.

Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.

RevenueNet income Net margin (below) in USD
  1. Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Revenue 95.7B USD · Net income 24.7B USD · Net margin 25.9%
  2. Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Revenue 99.6B USD · Net income 24.4B USD · Net margin 24.5%
  3. Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Revenue 109.0B USD · Net income 32.5B USD · Net margin 29.8%
  4. Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Revenue 115.6B USD · Net income 36.4B USD · Net margin 31.5%
  5. Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Revenue 119.5B USD · Net income 29.1B USD · Net margin 24.4%
  6. Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Revenue 121.6B USD · Net income 48.3B USD · Net margin 39.7%
  7. Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Revenue 128.7B USD · Net income 37.7B USD · Net margin 29.3%
  8. Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Revenue 158.1B USD · Net income 49.6B USD · Net margin 31.3%
  9. Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Revenue 177.6B USD · Net income 58.5B USD · Net margin 32.9%
  10. Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 182.4B USD · Net income 57.0B USD · Net margin 31.3%

Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 182.4B USD · Net income 57.0B USD · Net margin 31.3%

Key figures with traffic lights

Each light follows a simple, disclosed rule. The comparison is with the sector median of all 79 symbols in the Financials sector on our list (current members of the S&P 500 and other lists).

Revenue growth

Light green: above sector

+8.8% per year, last 5 years

Sector Financials: median +8.8% (73 symbols)

What does this mean? Revenue: over 5 years it grew by 8.8% per year on average – at least as fast as the median company in the sector (+8.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net income (total)

Light green: above sector

+14.4% per year, last 5 years

Sector Financials: median +13.8% (71 symbols)

per share: +17.7% per year (5 years, split-adjusted)

What does this mean? Total net income: over 5 years it grew by 14.4% per year on average – at least as fast as the median company in the sector (+13.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net margin

Light green: above sector

31.3% last fiscal year

Sector Financials: median 19.4% (75 symbols)

What does this mean? Of every 100 USD in revenue, 31.27 USD remained as profit – at least as much as the median company in the sector (19.4%). Five years ago the margin was 24.4%.

Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.

Debt / equity

Light gray: not available

– latest balance sheet

Sector Financials: median 0.63 (47 symbols)

What does this mean? No usable figure: reported financial debt or positive equity for the same balance sheet date is missing.

Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.

Payout ratio

Light green: covered

29% Dividend / earnings per share

Sector Financials: median 34% (58 symbols)

What does this mean? Of every 1 USD of earnings per share, 0.29 USD went to shareholders as a dividend. The rest stays in the company. Median company in the sector: 34%.

Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.

Profitable years

Light green: profit every year

10 of 10 fiscal years with a profit

What does this mean? In 10 of the last 10 fiscal years the bottom line showed a profit. There were no losses in this period.

Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).

Last fiscal year and 13F

Information, not a trading signal · Source: SEC EDGAR
Revenue (FY)
182.4B USD
Revenue vs. prior year
+2.8%
Net income (FY)
57.0B USD
Net income vs. prior year
−2.4%
EPS (FY)
20.02 USD
13F funds with a position
2 of 9
Funds vs. prior quarter
+1
Shares held vs. prior quarter
−43.6%
Fiscal year to Dec 31, 2025 · 10-K filed Feb 13, 2026 · Price-based figures (P/E, P/S, dividend yield, market cap) only when logged in. · Values as first reported; debt = reported financial debt (US GAAP: long-term). 13F: reporting date Jun 30, 2026, 9 tracked funds have filed (latest Aug 14, 2026), filed with up to 45 days of delay. Stock positions only; comparison with Mar 31, 2026 only across funds that filed for both quarters.
All figures as a table
Fiscal years (amounts in USD, per share in USD)
YearEndRevenueNet income MarginEarnings per shareDividend per sharePayout
2025Dec 31, 2025 182.4B57.0B 31.3% 20.02 5.80 29%
2024Dec 31, 2024 177.6B58.5B 32.9% 19.75 4.80 24%
2023Dec 31, 2023 158.1B49.6B 31.3% 16.23 4.10 25%
2022Dec 31, 2022 128.7B37.7B 29.3% 12.09 4.00 33%
2021Dec 31, 2021 121.6B48.3B 39.7% 15.36 3.80 25%
2020Dec 31, 2020 119.5B29.1B 24.4% 8.88 3.60 41%
2019Dec 31, 2019 115.6B36.4B 31.5% 10.72 3.40 32%
2018Dec 31, 2018 109.0B32.5B 29.8% 9.00 2.72 30%
2017Dec 31, 2017 99.6B24.4B 24.5% 6.31 2.12 34%
2016Dec 31, 2016 95.7B24.7B 25.9% 6.19 1.88 30%
Quarters (amounts in USD, per share in USD)
QuarterEndRevenueNet income MarginEarnings per shareDividend per sharePayout
Q2/26Jun 30, 2026 57.3B21.2B 36.9% 7.70 1.50 19%
Q1/26Mar 31, 2026 49.8B16.5B 33.1% 5.94 1.50 25%
Q4/25*Dec 31, 2025 –13.0B – – 1.50 –
Q3/25Sep 30, 2025 46.4B14.4B 31.0% 5.07 1.50 30%
Q2/25Jun 30, 2025 44.9B15.0B 33.4% 5.24 1.40 27%
Q1/25Mar 31, 2025 45.3B14.6B 32.3% 5.07 1.40 28%
Q4/24*Dec 31, 2024 –14.0B – – 1.25 –
Q3/24Sep 30, 2024 42.7B12.9B 30.2% 4.37 1.25 29%
Q2/24Jun 30, 2024 50.2B18.1B 36.2% 6.12 1.15 19%
Q1/24Mar 31, 2024 41.9B13.4B 32.0% 4.44 1.15 26%
Q4/23*Dec 31, 2023 –9.3B – – 1.05 –
Q3/23Sep 30, 2023 39.9B13.2B 33.0% 4.33 1.05 24%

* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.

How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year over 5 years (otherwise 3 years). Quarters are labeled by the calendar quarter in which they end.

Insiders

All insider transactions
Insider purchases and sales on the market over 3, 6 and 12 months
PeriodPurchasesSalesNet
3 months $00 people $1.8M1 person −$1.8M
6 months $00 people $15.5M9 people −$15.5M
12 months $00 people $126.4M11 people −$126.4M

Latest transactions

  • Sep 10, 2026 Leopold Robin Officer Open-market sale · 10b5-1 plan 2,500 shares · $882.0K · SEC
  • Aug 11, 2026 Leopold Robin Officer Open-market sale · 10b5-1 plan 2,500 shares · $903.5K · SEC
  • Jun 22, 2026 Friedman Stacey Officer Open-market sale · 10b5-1 plan 5,467 shares · $1.8M · SEC
  • May 20, 2026 Friedman Stacey Officer Open-market sale · 10b5-1 plan 5,468 shares · $1.6M · SEC
  • May 15, 2026 Erdoes Mary E. Chief executive (CEO) Open-market sale · 10b5-1 plan 6,648 shares · $2.0M · SEC
  • May 15, 2026 Lake Marianne Chief executive (CEO) Open-market sale · 10b5-1 plan 6,427 shares · $1.9M · SEC

Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.

Trend score -5

Price vs. EMA 50-15
Price vs. EMA 200+15
EMA 50 vs. EMA 200+20
ADX (trend strength)+0
Highs and lows-10
Relative strength-15

Volatility and trend strength

ADX 14 (trend strength)15.6
Rel. strength 60 d−5.7%

ATR and moving averages as price values only when logged in.

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All symbols in this sector

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Set alert: JPM

Alerts with a free account: we send you an email as soon as the price moves above or below your level, reaches the buy zone or the buy zone becomes invalid.

Checked after every data update: crypto hourly (buy zones every 4 hours), stocks twice a day, precious metals every 4 hours on trading days, extended universe weekly – not in real time.

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