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| Fundamental research firms like
Bank of America
, quantitative firms like Callard, technical research firms like When2Trade and firms that use empirically tested analytical methods like Price Target Research all have different research styles. Investars gives you an easy way to measure performance where it counts, identify the strengths and weaknesses and better understand the research you are getting. Select your target firm from the drop down list and get an independent look at the firm's background and strengths, plus a list of the firm's top analysts.
Subscribers can get in-depth biographical and individual performance details as well.
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| Choose your desired performance benchmark from the drop-down list and then choose a time period. You can fine-tune your results by making selections from the other drop-down lists. |
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JP Morgan
General Information |
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| Website: http://www.jpmorgan.com/ |
| Type of Firm: sell-side research firm |
| Type of Research: Major Fundamental/Bulge Bracket |
| Since 09/25/2002 Investars has received research data directly from JP Morgan and timestamps the research data on a daily basis. |
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JP Morgan
2007 Power Analysts |
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| Power Analyst data is collected from the Investars Internal Performance Measurement platform. The Investars IPM system is a cost effective cusomizeable system used by some of the top buyside/sellside institutions to identify and monitor the strengths and weaknesses of their research products. If you have a Investars Internal Performance measurement account please login here. If you would like a demo of the system please contact us. |
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| Each research firm has a different objective for its ratings. The analysts at each firm who attain those objectives are designated as Power Analysts at Investars. At Investars you can view how these Power Analysts rate the stocks that you are interested in. In many cases you can also obtain free reports by these analysts. |
| Rank |
Analyst Name |
Reports |
Chart |
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Kim, Chris |
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| 2 |
Shope, William |
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| 3 |
Smith, Andrew |
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JP Morgan
Strengths Section |
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| Our data shows that certain firms have been consistently strong in certain sectors over multiple time periods and according to various performance criteria. Our strengths section provides our users with a simple graphic identifying these sectors. |
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JP Morgan
Ratings Definition |
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JP Morgan
Ratings Translation |
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UNDERWEIGHT
Over the next six to twelve months, we expect this stock will underperform the average total return of the stocks in the analyst’s (or the analyst’s team’s) coverage universe. |
NEUTRAL
Over the next six to twelve months, we expect this stock will perform in line with the average total return of the stocks in the analyst’s (or the analyst’s team’s) coverage universe. |
OVERWEIGHT
Over the next six to twelve months, we expect this stock will outperform the average total return of the stocks in the analyst’s (or the analyst’s team’s) coverage universe. |
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Since every firm may have a different ratings scale (buy, sell or hold) or (outperform, underperform, neutral), in order to compare firms on the same basis, Investars translates each firm's ratings scale into a common scale: positive, neutral, negative. The table below illustrates how Investars translates JP Morgan ratings into a 3 point scale: |
JP Morgan
Rating Scale |
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12.6%
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underweight |
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48.9%
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neutral |
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38.5%
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overweight |
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Investars Normalized
3 Point Scale |
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12.6%
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Negative |
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48.9%
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Neutral |
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38.5%
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Positive |
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The percentage numbers represent the percent of all ratings made over the last 1 year [July 23, 2007 - July 22, 2008].
Please note: these numbers do not represent the current ratings distribution. |
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JP Morgan
Return-Volatility Chart |
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| Return-Volatility Chart for 1 Year July 23, 2007 - July 22, 2008. Investars Return-Volatility Charts allow clients to compare the return to the risk of the research. |
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JP Morgan
Ratings Performance Chart |
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| Investars tracks the performance of research firms over time so that clients can see whether or not the firm has been consistently providing clients with profitable research. |
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July 23, 2007 - July 22, 2008 |
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Performance History for JP Morgan |
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