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JPMorgan Chase & Co.
STOCKJPM • NYSE
$198.00
-1.00%
Market Value
$3,564.00
18 shares × $198.00
Avg. Cost
$172.22
18 shares
Unrealized P&L
+$464.04
+14.97%
Realized P&L
+$0.00
Total P&L
+$555.04
+17.90%
CAGR
+4.57%
3.7 years
Dividends Received $92.00
|Fees Paid $1.00
|Buys 1
|Sells 0
|Dividend Payments 5
About JPM
JPMorgan Chase is a global financial services firm operating in consumer & community banking, investment banking, commercial banking, and asset & wealth management.
Sector
Financials
Industry
Banks — Diversified
Market cap
562.0B
P/E
12.4
Investment thesis
Best-in-class deposit franchise with diversified earnings streams. NII holding up better than peers; M&A pipeline is rebuilding. Capital return is steady. Watch credit normalization on cards.
Transactions
| Date | Type | Quantity | Price (USD) | Total (USD) | Fees | Source |
|---|---|---|---|---|---|---|
| 03/15/2022 | DIVIDEND | 0 | $0.00 | $8.00 | — | snaptrade |
| 09/12/2022 | BUY | 18 | $172.22 | $3100.96 | $1.00 | snaptrade |
| 03/15/2023 | DIVIDEND | 0 | $0.00 | $18.00 | — | snaptrade |
| 03/18/2024 | DIVIDEND | 0 | $0.00 | $20.00 | — | snaptrade |
| 03/17/2025 | DIVIDEND | 0 | $0.00 | $22.00 | — | snaptrade |
| 01/15/2026 | DIVIDEND | 0 | $0.00 | $24.00 | — | snaptrade |