JP Morgan Chase & Co. 🇺🇸
JPM • Energy • USA
💡 Institutional Quantitative Investment Thesis
High-quality compounder passing 7/9 fundamental checks. Strong balance sheet with Forward PER compression (13.8x vs 13.9x) and robust Free Cash Flow generation.
📊 Frequently Asked Questions & Related Moat Stocks
1. What is JP Morgan Chase & Co. (JPM)'s Economic Moat Score in 2026?
In 2026, JP Morgan Chase & Co. (JPM) holds a proprietary MoatPicks Economic Moat Score™ of 87.5/100 (Wide Economic Moat). This 12-point fundamental audit evaluates JPM's 45.0% gross margin, $5.0B free cash flow generation, +10.2% YoY revenue growth, and 1.2x Debt/EBITDA ratio. You can benchmark any stock's competitive durability interactively with our Economic Moat Score™ Checker.
2. Is JPM stock undervalued right now based on P/E and PEG ratio?
Yes — JPM currently screens as undervalued on a growth-adjusted basis with a Peter Lynch PEG ratio of 0.77x (below the 1.2x GARP threshold) and a Forward P/E of 13.8x. At a share price of $331.58, investors can stress-test JPM's fair value using the MoatPicks Economic Moat Score™ Checker and FIRE compounding calculators. Model how compounding JPM fits your long-term retirement target in our FIRE Financial Independence Calculator.
3. Which superinvestors and 13F hedge funds own JPM stock?
JP Morgan Chase & Co. (JPM) is actively monitored across our 25 tracked 13F superinvestor portfolios and institutional quality screens. Institutional capital focuses on JPM's 45.0% gross margin, $5.0B free cash flow, and 1.2x Debt/EBITDA balance sheet.