JPMorgan Chase

JPM CONSTRUCTIVE MEDIUM EQUITY DEMO

$182.59 -0.18% 1-day change from the stored snapshot · 2 days ago

DEMO DATASET last stored bar 2026-10-23 · scores computed 2026-10-25 04:13:59 · every figure below is read from these rows, nothing is computed in the browser

Price · stored daily bars

126 bars ending 2026-10-23 · demo data

Indicators are computed from the same stored closes the score used; the forecast fan is drawn from qm_predictions, not from a live model call. how this is drawn

Open$183.44

Day range$186.57 / $179.77

Prev close$182.92

Volume20.4M

RVOL 30d1.23×session volume over stored 30-day average

Avg $ volume$2.87B

Market cap$388B

HV2033.0% ann.

Beta0.67

RSI(14)60.5

ATR %4.57%

Max drawdown-56.9%

52-week rangefrom $149.48 to $293.48

52-week low / high$149.48 / $293.48

From 52w high-37.8%

Liquiditynot storeddays of average volume to fill 1% of float

Forecast

Stored scenarios from the last pipeline run. The model that wrote them is named on each row; no forecast is generated when you look at this page.

Horizon	Ref	Bull high	Base range	Bear low	P10 → P90	P(up)	Confidence	Risk
1D 2026-10-25 04:13:59	182.59	187.15 +2.5%	180.76 → 184.42 -1.0% … +1.0%	178.94 -2.0%	179.85 → 186.24	54.0%	56 760 bars, blended vol 34%, score 60, coverage 100%%	LOW HV 33.7% ann. · 760 bars
5D 2026-10-25 04:13:59	182.59	193.55 +6.0%	178.94 → 188.07 -2.0% … +3.0%	173.46 -5.0%	175.29 → 189.89	54.0%	56 760 bars, blended vol 34%, score 60, coverage 100%%	LOW HV 33.7% ann. · 760 bars
1M 2026-10-25 04:13:59	182.59	204.50 +12.0%	175.29 → 191.72 -4.0% … +5.0%	164.33 -10.0%	167.98 → 199.02	54.0%	56 760 bars, blended vol 34%, score 60, coverage 100%%	LOW HV 33.7% ann. · 760 bars
3M 2026-10-25 04:13:59	182.59	218.20 +19.5%	171.63 → 199.02 -6.0% … +9.0%	152.46 -16.5%	157.94 → 212.72	54.0%	56 760 bars, blended vol 34%, score 60, coverage 100%%	LOW HV 33.7% ann. · 760 bars
6M 2026-10-25 04:13:59	182.59	234.63 +28.5%	166.16 → 207.24 -9.0% … +13.5%	138.77 -24.0%	149.72 → 223.67	54.0%	56 760 bars, blended vol 34%, score 60, coverage 100%%	MEDIUM HV 33.7% ann. · 760 bars
12M 2026-10-25 04:13:59	182.59	255.63 +40.0%	159.77 → 214.54 -12.5% … +17.5%	118.68 -35.0%	136.94 → 241.93	54.0%	56 760 bars, blended vol 34%, score 60, coverage 100%%	MEDIUM HV 33.7% ann. · 760 bars

Bull case

If RSI mid-range — room to extend, fundamentals scoring above the coverage median, a volatility-compressed setup resolving upward would accelerate the move, the upside path is the 80–95th percentile band shown here.

band +1.5% … +2.5% · 182.59 – 182.59

Base case

mildly positive

band -1.0% … +1.0% · 182.59 – 182.59

Bear case

Downside triggers: a market-wide risk-off move alone can carry the 5–20th percentile band. Treat the 5–20th percentile band as the stress case for sizing, not as a worst case.

band -2.0% … -1.0% · 182.59 – 182.59

Catalysts the model is watching

Earnings report 2026-12-10 (as scheduled)
Street target implies 9.1%

Key risks & invalidation

Historic drawdown deeper than 57%
Binary event: 2026-12-10

Model assumptions

Realised volatility stays near its recent level (blended 33.7% annualised).
The scoring tilt persists over the window; no structural break (fraud, delisting, forced guidance cut).
Returns are approximated as lognormal; fat tails are handled by widening, not by point forecasts.
Index regime assumed: sideways.
Close below the 206.03 support band or the strategy stop.
Earnings or regulatory headline that changes forward estimates by more than the modelled window σ.
Volatility expanding beyond 54% annualised invalidates position sizing.
Loss of the fundamental pillars used in the score (guidance cut, covenant breach, auditor change).

Reference price 182.59 at 2026-10-25 04:13:59 · regime at generation sideways · data demo · freshness 112439s. These bands are conditional distributions from stored inputs, not advice or a promise about outcomes.

Fundamentals

Latest stored period · FY2026 · filed 2026-12-31

snapshot JSON

Revenue$93.7BYoY +11.6%

EPS (TTM)12.83growth +9.8%

Net income$27.2B

Free cash flow$34.7Bmargin 28.9%

Gross margin60.2%

Operating margin29.2%

ROE22.3%

ROIC16.2%

Debt / equity1.71

Current ratio0.91

Interest cover15.34×

Net debt$46.1B

P/E13.90×

P/E forward12.57×

PEG1.31

P/S · P/B · EV/EBITDA4.04 · 3.10 · 9.59

Dividend yield2.96%payout 14%

Buyback yield0.97%

Profit margin29.1%

Cash$36.6B

Stored periods (raw rows, newest first)

Period	Revenue	Revenue YoY	EPS	Gross margin	Op margin	FCF margin	ROE	Filed
FY2026 FY	$93.7B	+11.6%	12.83	60.2%	29.2%	28.9%	22.3%	2026-12-31
FY2025 FY	$89.0B	+10.0%	12.19	68.8%	32.1%	21.8%	25.0%	2025-12-31
FY2024 FY	$78.5B	+10.6%	10.74	63.4%	32.5%	30.7%	42.6%	2024-12-31
FY2023 FY	$70.4B	+9.3%	9.64	68.9%	34.5%	26.4%	43.9%	2023-12-31
Q4 2026 Q	$17.6B	+9.3%	2.41	68.9%	34.5%	26.4%	43.9%	2026-07-01

Earnings and estimates

Next stored report 2026-12-10 · 33 day(s) away

Implied move9.3%from the stored option chain

EPS estimate3.27

Revenue estimate$23.4B

Consensus index48.0stored on 0–100 in the snapshot; higher = more constructive

% buy ratingsnot storednull on this row — the snapshot job did not store it

Target upsidenot stored

Gap risk0.59%median overnight gap

Time of daybmo

Report	EPS est	EPS actual	Surprise	Rev est	Rev actual	Guidance	Source
2026-12-10	3.27	not stored	not stored	$23.4B	not stored	none	synthetic_demo
2026-10-23	3.29	not stored	not stored	$23.4B	not stored	none	synthetic_demo
2026-07-19	3.15	3.24	+2.8%	$23.4B	$22.6B	raise	synthetic_demo
2026-06-01	3.42	3.55	+3.6%	$23.4B	$22.7B	maintain	synthetic_demo
2026-04-14	3.41	3.19	-6.5%	$23.4B	$23.0B	maintain	synthetic_demo
2026-02-25	3.16	2.73	-13.5%	$23.4B	$24.1B	maintain	synthetic_demo
2026-01-08	3.02	2.61	-13.5%	$23.4B	$23.6B	raise	synthetic_demo
2025-11-21	3.03	3.17	+4.7%	$23.4B	$23.2B	raise	synthetic_demo

As of	Horizon	EPS avg	EPS high	EPS low	Revenue	Analysts	90d revisions
2026-10-25	FY1	13.71	16.33	11.24	$101B	21	3 / 9
2026-10-25	FY2	14.11	16.08	11.97	$94.9B	32	5 / 0
2026-10-25	Q1	3.38	3.79	2.90	$24.0B	30	10 / 9
2026-10-25	Q2	3.68	4.33	3.24	$24.7B	6	1 / 5
2026-10-24	FY1	13.71	16.33	11.24	$101B	21	3 / 9
2026-10-24	FY2	14.11	16.08	11.97	$94.9B	32	5 / 0
2026-10-24	Q1	3.38	3.79	2.90	$24.0B	30	10 / 9
2026-10-24	Q2	3.68	4.33	3.24	$24.7B	6	1 / 5

Analyst actions

Stored rating changes and targets. The consensus numbers are the same ones the sentiment component read.

Date	Firm	Action	From	To	Target	Consensus	% buy
2026-10-11	Northgate Securities	upgrade	Hold	Hold	$174.69	3.29	27%
2026-08-22	Northgate Securities	upgrade	Hold	Outperform	$213.71	3.29	39%
2026-07-10	Halcyon Partners	initiated	Hold	Hold	$219.26	3.29	24%
2026-05-27	Meridian Research	initiated	Neutral	Neutral	$160.32	3.29	36%
2026-04-15	Meridian Research	initiated	Sell	Sell	$228.42	3.29	42%

Ownership, insiders and short interest

Inst. position change-58.1%reported change vs the prior stored quarter

Net insider (USD)not stored

Short % of float9.2%

Days to cover26.4

Period end	Holder	Type	Shares	Value	% float	Change
2026-09-01	State Street Global Advisors	fund	110M	$20.1B	8.4%	not stored
2026-09-01	State Street Global Advisors	fund	110M	$20.1B	8.4%	not stored
2026-09-01	State Street Global Advisors	fund	110M	$20.1B	8.4%	not stored
2026-09-01	State Street Global Advisors	fund	110M	$20.1B	8.4%	not stored
2026-09-01	State Street Global Advisors	fund	110M	$20.1B	8.4%	not stored
2026-09-01	State Street Global Advisors	fund	110M	$20.1B	8.4%	not stored
2026-09-01	State Street Global Advisors	fund	110M	$20.1B	8.4%	not stored
2026-09-01	State Street Global Advisors	fund	110M	$20.1B	8.4%	not stored

Trade date	Owner	Title	Type	Shares	Price	Value	Owned after
2026-06-15	Demo Officer 4CC565	General Counsel	Sale - Tax	76.9k	$157.72	$14.0M	1.25M
2026-02-18	Demo Officer 425E31	Chief Executive Officer	Buy - 10b5-1 Plan	13.4k	$193.38	$2.45M	530k
2026-01-19	Demo Officer D69DF7	General Counsel	Buy - Open Market	92.3k	$176.72	$16.9M	2.74M
2025-12-21	Demo Officer 67FFCE	Chief Financial Officer	Buy - Open Market	51.9k	$181.61	$9.47M	1.07M
2025-12-11	Demo Officer 19CF5D	Director	Sale - Open Market	120k	$158.65	$21.9M	591k

Dividends and splits

Ex-date	Pay date	Amount	Frequency	Yield at ex
2026-08-30	2026-09-17	$1.349	quarterly	2.96%
2026-08-29	2026-09-16	$1.349	quarterly	2.96%
2026-08-28	2026-09-15	$1.349	quarterly	2.96%
2026-06-21	2026-07-09	$1.354	quarterly	2.96%
2026-06-20	2026-07-08	$1.354	quarterly	2.96%
2026-06-19	2026-07-07	$1.354	quarterly	2.96%
2026-03-08	2026-03-26	$1.360	quarterly	2.96%
2026-03-07	2026-03-25	$1.360	quarterly	2.96%
2026-03-06	2026-03-24	$1.360	quarterly	2.96%
2025-12-21	2026-01-08	$1.365	quarterly	2.96%

Date	Ratio	Type
not stored	—	—
not stored	—	—
not stored	—	—

Options

Stored chain for expiry 2026-11-06 · 9 call / 9 put strikes

Full chain Flow

Strikes stored189 calls / 9 puts on this expiry

Chain volume73.5kcontracts across all listed strikes

Chain open interest514k

Chain IV (mean)41.8%the column stores a fraction; ×100 for display

Put/call volume0.899from the daily aggregate row for 2026-10-25

Call / put volume52.2k / 46.9k

IV3037.7%stored as a fraction

HV3040.4%realised 30-day vol

IV rank46.7 /100

OI change+6.3%percent, as stored

Expiries stored12

Chain as of2026-10-23 17:35

News mentioning JPM

Stored headlines linked to this security, newest first. Sentiment scores come from the stored scorer, not from this page.

No stored headline mentions this symbol.

Score

qm_ai_scores row #1417

59.6

composite / 100 · model score-1.0.0

CONSTRUCTIVE risk MEDIUM confidence 51

Technical 25 60.6

Fundamental 25 66.2

Momentum 15 47.9

Sentiment 10 56.5

Institutional 10 28.6

Risk 15 81.2

Why the model scored it this way

RISK Liquidity 96
Average $2872.7M traded per session
SENTIMENT Sentiment Delta 95
30-day sentiment change 13.1 pts
RISK Gap Risk 95
Median overnight gap 0.59% — position sizing must survive opens
RISK Correlation 95
Correlation to benchmark 0.63-year rolling: 0.38
RISK Beta 92
Beta 0.67 vs the reference index
SENTIMENT Estimate Revisions 10
Net EPS estimate revisions (90d): -12
RISK Market Risk 85
Benchmark volatility 20.1% · regime: Sideways · normal vol · risk-off
RISK Sector Risk 82
Sector average volatility 26.6%
FUNDAMENTAL Free Cash Flow 82
FCF margin 28.9%
FUNDAMENTAL Coverage 82
Interest coverage 15.3×
RISK Event Risk Earnings 82
No earnings inside the next 3 weeks
FUNDAMENTAL Operating Margin 81
Operating margin 29.2%
FUNDAMENTAL Gross Margin 80
Gross margin 60.2%
SENTIMENT Analyst Distribution 79
79% Buy/Strong Buy · 15% Hold · 6% Sell/Short

Scored on synthetic demonstration data. Directionally realistic, not a forecast of any real market.

Category ranks

Position among scored securities in each evidence category.

Category	Score	Rank	Evidence
INCOME	89.3	1	Yield 2.96% · payout 14% · FCF margin 28.9%
INCOME	89.3	1	Yield 2.96% · payout 14% · FCF margin 28.9%
INCOME	89.3	1	Yield 2.96% · payout 14% · FCF margin 28.9%
INCOME	89.3	1	Yield 2.96% · payout 14% · FCF margin 28.9%
INCOME	89.3	1	Yield 2.96% · payout 14% · FCF margin 28.9%
INCOME	89.3	1	Yield 2.96% · payout 14% · FCF margin 28.9%
INCOME	89.3	1	Yield 2.96% · payout 14% · FCF margin 28.9%
INCOME	89.3	1	Yield 2.96% · payout 14% · FCF margin 28.9%
VALUE	58.3	2	P/E 13.9× · PEG 1.31 · P/B 3.1× with ROE 22.3%
VALUE	58.3	2	P/E 13.9× · PEG 1.31 · P/B 3.1× with ROE 22.3%
VALUE	58.3	2	P/E 13.9× · PEG 1.31 · P/B 3.1× with ROE 22.3%
VALUE	58.3	2	P/E 13.9× · PEG 1.31 · P/B 3.1× with ROE 22.3%
VALUE	58.3	2	P/E 13.9× · PEG 1.31 · P/B 3.1× with ROE 22.3%
VALUE	58.3	2	P/E 13.9× · PEG 1.31 · P/B 3.1× with ROE 22.3%
VALUE	58.3	2	P/E 13.9× · PEG 1.31 · P/B 3.1× with ROE 22.3%
VALUE	58.3	2	P/E 13.9× · PEG 1.31 · P/B 3.1× with ROE 22.3%

Levels

Stored support/resistance from the snapshot row, not drawn from the chart in the browser.

Resistance (stored): $189.99
Support (stored): $165.70
20-day SMA: $177.20
50-day SMA: $168.14
200-day SMA: $206.03
Trend: up
Above SMA50 / SMA200: yes / no
From 52w high: -37.8%
MACD histogram: 0.527
RSI(14): 60.5
Relative strength (3m): -9.2%
RS rank: not stored /100

Sentiment

Stored buckets (each row is one scoring run over the news window).

Bucket start	Score	Label	Mentions	Method
2026-10-22 04:00	-3%	neutral	31	synthetic demo tone index — not real sentiment
2026-10-23 13:00	+10%	neutral	37	synthetic demo tone index — not real sentiment
2026-10-23 14:00	+10%	neutral	37	synthetic demo tone index — not real sentiment
2026-10-23 16:00	+10%	neutral	37	synthetic demo tone index — not real sentiment
2026-10-23 17:00	+10%	neutral	37	synthetic demo tone index — not real sentiment
2026-10-24 23:00	+10%	neutral	37	synthetic demo tone index — not real sentiment
2026-10-25 02:00	+10%	neutral	37	synthetic demo tone index — not real sentiment
2026-10-25 04:00	+10%	neutral	37	synthetic demo tone index — not real sentiment

Catalysts and risks

Stored catalysts

Earnings report 2026-12-10 (as scheduled)
Street target implies 9.1%

Stored risks

Historic drawdown deeper than 57%
Binary event: 2026-12-10

Same sector

Ranked by stored composite score.

Symbol	Price	1d	Score	Stance
AXP	$85.64	+1.27%	62.5	CONSTRUCTIVE
BLK	$163.48	-1.00%	62.3	CONSTRUCTIVE
MS	$119.95	-1.77%	61.6	CONSTRUCTIVE
GS	$158.50	-0.61%	60.5	CONSTRUCTIVE
V	$6.93	-2.51%	58.2	CONSTRUCTIVE
XLF	$62.00	-0.54%	58.2	CONSTRUCTIVE

Validation

Forecasts on this symbol whose horizon has matured, scored against the stored bars.

All models

Nothing to score yet: settle the matured forecasts with php bin/pipeline.php --cmd=settle and this table fills with realised-versus-forecast rows.

Peer comparison

Symbol	Price	1d	Cap	P/E	PEG	P/S	P/B	Rev growth	EPS growth	ROE	Gross	Op margin
GS	$158.50	-0.61%	$377B	11.05×	1.11	3.77×	4.75×	+9.0%	+11.2%	43.0%	73.3%	36.7%
BLK	$163.48	-1.00%	$418B	11.67×	3.11	2.65×	5.73×	+5.1%	+4.5%	49.1%	48.0%	26.4%
MS	$119.95	-1.77%	$320B	9.72×	1.82	3.10×	6.04×	+6.5%	+5.0%	62.2%	72.2%	38.2%
MA	$137.21	-0.01%	$258B	10.57×	2.21	2.83×	2.10×	+5.0%	+6.3%	19.8%	52.1%	28.6%
AXP	$85.64	+1.27%	$215B	13.56×	2.38	3.54×	4.79×	+6.8%	+5.7%	35.3%	60.2%	27.5%
WFC	$186.51	-0.43%	$171B	11.55×	not stored	1.53×	6.42×	-3.3%	-2.0%	55.6%	26.8%	15.0%
BAC	$190.67	-2.06%	$148B	7.70×	6.45	1.25×	5.54×	+0.2%	+1.3%	71.9%	31.4%	18.3%
SPGI	$56.91	+0.22%	$137B	9.88×	1.07	2.31×	2.10×	+7.8%	+8.7%	21.3%	51.5%	27.8%
V	$6.93	-2.51%	$2.38B	13.13×	1.49	3.91×	5.28×	+7.9%	+9.1%	40.2%	67.7%	33.6%

What this page did not do.

It did not fetch a quote, call an external model, or extend the chart. It read 168800 stored bar rows in total across the universe (demo data, last trade 2026-10-23), and the score shown here was written at 2026-10-25 04:13 by model score-1.0.0.