Profitability
Weight: 25%
A-
84
Scored using efficiency ratio — bank-archetype substitution.
- Efficiency Ratio (FY2025) 52.2%
- Efficiency Ratio Trend -0.93 pp/yr
JPM
JPMorgan Chase & Co.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 15%
A-
83
- 5yr Avg ROE 15.4%
- 5yr Share-Count CAGR -2.0%
Growth Quality
Weight: 15%
A
87
Scored using revenue growth cross-checked against efficiency-ratio trend — bank-archetype substitution.
- 5yr Revenue CAGR 16.6%
- Efficiency Ratio Trend (growth quality check) -0.93 pp/yr
- Revenue-Growth Years (5) 4/5
Cash Generation
Weight: 15%
B-
67
Scored using efficiency-ratio stability — bank-archetype substitution.
- Efficiency Ratio Stability (σ) 0.04
Balance Sheet
Weight: 20%
B-
66
Scored using equity-to-assets — bank-archetype substitution.
- Equity / Assets 8.2%
Stability
Weight: 10%
C-
50
- EPS Volatility (σ/μ) 0.44
- Negative-Revenue Years (5) 1/5
- Piotroski F-Score 4
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.6 of 6 gurus held; 1 new buy; 1 added; 3 trimmed.
- Holders
- 6 +1
- Avg Δ position
- -8.9%
- New buys
- 1
- Full exits
- 0