Basic Company Data Data as of: March 17, 2011 Current Price $43.

93
Symbol JPM JPMORGAN CHASE & CO H&C Composite Score
Description JPMorgan Chase & Co. provides global financial services and retail banking. The
Strong Sell
Company provides services such as investment banking, treasury and securities
services, asset management, private banking, card member services, commercial
banking, and home finance. JP Morgan Chase serves business enterprises,
-2.1
institutions, and individuals.

Sector Financials
Industry Diversified Financials 0 1 2 3 4 5
Last Report Date 1/14/2011 Technical Score Fundamental Score
Earnings Date 4/13/2011 IPO Date #N/A N/A
Fundamentals Technicals
Market Cap. $175. B BETA 1.58 Price $43.93 MACD Trend Down
Price/Earnings 8.79 1Yr. EPS Growth Rate % 84.56% 50-Day MA $45.40 Stochastics Trend Down
Forward Price/Earnings 7.87 5Yr. Avg. EPS Growth Rate % #N/A N/A 200-Day MA $40.66 RSI Signal Trend Down
Price/Book 1.02 EPS Growth QoQ 84.00% 50/200 Day MA $4.74 S/T Trend Down
Forward PEG Ratio 1.44 Revenue Growth QoQ 12.15% Volume Pressure 0.95 L/T Trend Down
Return on Equity 18.89 Dividend Yield 0.46% Average Daily Volume 30,832,634 Bull / Bear Bear Trend
LT Debt/Equity 166.03% Cash Flow Per Share -0.95 M-Score (0 - 100%) 30%
H&C Fundamental Score 2.9 H&C Technical Score -5.0
Ownership Data
Inst. Buy/Sell Ratio 1.57 Management Ownership 0.36% 50 Day Moving Average S/T Support L/T Support
% Change of Insider Holdings 1.12% Short Interest Ratio 0.86 20 Day Moving Average S/T Resistance L/T Resistance

JPMORGAN CHASE & CO $49

$48
$47
$46
$45
$44
$43
$42
$41
$40
$39
$38
$37

5.0
Bull Trend Bear Trend

0.0

-5.0
1.5
Up / Down Volume Ratio
1.0
0.5
0.0
1,000

500

0
19-Nov-10 6-Dec-10 20-Dec-10 4-Jan-11 19-Jan-11 2-Feb-11 16-Feb-11 3-Mar-11 17-Mar-11
Volume x100,000
Fundamentals
JPMORGAN CHASE & CO
1
Earnings Per Share 2
Reported Estimate Target Price 19 Reported Estimate
$1.60 $60
$1.40
$1.20 $50

$1.00
$40
$0.80
$0.60
$30
$0.40
$0.20
$20
$0.00
-$0.20 $10
-$0.40
-$0.60 $0

Total Revenues 1
Reported Estimate
Ownership EPS & Revenue Growth
Investment Advisor 84.42% Quarter EPS Growth Rev. Growth
$35,000
Hedge Fund Manager 7.30% FQ1 2009 5% 11%
Pension Fund (ERISA) 3.89% FQ2 2009 -3% 11%
$30,000
Mutual Fund Manager 1.27% FQ3 2009 156% 31%
Insurance Company 0.97% FQ4 2009 79% # 5%
$25,000 Bank 0.55% FQ1 2010 170% 4%
Corporation 0.49% FQ2 2010 74% -5%
$20,000 Individual 0.46% FQ3 2010 51% -11%
FQ4 2010 84% 12%
$15,000
Top Holders and % Outstanding Forward Growth Estimates
$10,000 STATE STREET CORP 4.00% Quarter EPS Growth Rev. Growth
VANGUARD GROUP INC 3.53% FQ1 2011 1% -17%
FIDELITY MANAGEMENT 2.84% FQ2 2011 -4% -10%
$5,000
BLACKROCK INSTITUTIO 2.70% FQ3 2011 -5% -6%
T ROWE PRICE ASSOCIA 2.62% FQ4 2011 -10% -14%
$0
ALLIANCEBERNSTEIN LP 2.21%
WELLINGTON MANAGEMEN 1.93%
CAPITAL RESEARCH GLO 1.91%

Largest Geographic Segmentation of Net Revenue Product Segmentation of Net Revenue

Yearly Yearly
Segment Name FY 2010 FY 2009 FY 2008 FY 2007 FY 2006 Segment Name FY 2010 FY 2009 FY 2008 FY 2007 FY 2006
Total U.S. 80,470.00 75,790.00 49,854.00 52,137.00 45,346.00 Retail Financial Services $31,756.00 $32,692.00 $23,520.00 $17,479.00 $14,825.00
Total International 22,224.00 24,644.00 17,398.00 19,235.00 16,091.00 Investment Bank $26,217.00 $28,109.00 $12,214.00 $18,170.00 $18,277.00
Card Services $17,163.00 $20,304.00 $16,474.00 $15,235.00 $14,745.00
Asset Management $8,984.00 $7,965.00 $7,584.00 $8,635.00 $6,787.00
Corporate $7,422.00 $6,634.00 $69.00 $4,245.00 $8.00
Treasury & Securities Services $7,381.00 $7,344.00 $8,134.00 $6,945.00 $6,109.00
Commercial Banking $6,040.00 $5,720.00 $4,777.00 $4,103.00 $3,800.00
Reconciling Items -$2,269.00 -$8,334.00 -$5,520.00 -$3,440.00 -$3,291.00
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3/17/2011