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JPMorgan Chase & Co. JPM SPXR3KFINANCIAL

Financial Services · Banks - Diversified · United States
https://www.jpmorganchase.com
Company Profile ↓
$358.64
+25.80% 1Y
Mkt Cap$953.34B
P/E15.37
P/B2.69
Div. Yield1.68%
52W High$365.18
52W Low$280.14
Book Value$133.01
EPS (TTM)$23.34

Company Overview

JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 17.8%, reflecting efficient use of shareholder capital.

Consistent Profit Growth

Net profit has compounded at 14.8% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 12.5% CAGR over the past five years.

Reasonable Valuation

Trades at an undemanding P/E of 15.4.

Healthy Margins

Maintains a net profit margin of 34.9%.

Recent Developments

  • Dec 2025 Revenue of $181.85B (+7.3% YoY); net profit $57.05B.
  • Trailing 12 Months Year-on-year growth — revenue +30.4%, earnings +46.9%.
  • 5-Year Trend Long-term compounding — revenue CAGR 12.5%, profit CAGR 14.8%.

Growth & Price Performance

Compounded Sales Growth

5 Years:12.50%
1 Year:30.40%

Compounded Profit Growth

5 Years:14.83%
1 Year:46.90%

Stock Price Performance

1 Year:+25.80%
6 Months:+25.09%
3 Months:+15.33%
1 Month:+0.66%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 92% of range
$280.14 $365.18
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)55.03 · Neutral
Price Performance
1M+0.66%
3M+15.33%
6M+25.09%
1Y+25.80%
Valuation vs Sector

P/E of 15.37 is above the sector median of 14.52 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Excellent profit margin of 34.9%.
  • Compounding revenue at 12.5% over 5 years.
  • Profit CAGR of 14.8% over 5 years.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
15.37
Industry PE
14.52
Forward P/E
14.34
PEG Ratio
1.74
Book Value
$133.01
Price to Book
2.69
P/S
5.10
EV/EBITDA
-
Dividend Yield
1.68%

Growth (CAGR)

Revenue 5Y
12.50%
Profit 5Y
14.83%
Revenue (YoY)
30.40%
Earnings (YoY)
46.90%

Profitability & Returns

ROCE
-
ROE
17.79%
ROA
1.36%
Profit Margin
34.92%
Op Margin
50.39%
Gross Margin
0.00%
EPS (Latest Qtr)
$7.70
EPS (TTM)
$23.34

Balance Sheet & Liquidity

Debt/Equity
1.38
Quick Ratio
-
Current Ratio
-
Debt
$1.33T
Total Assets
$5.02T
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.39%
Chg in Prom Hold
0.00%
FII / Inst Holding
75.75%
Chg in FII Hold
-0.08%

Financial Snapshot

Enterprise Value
$953.34B
Total Revenue (TTM)
$186.33B
EBITDA
-
Free Cash Flow
$-147.78B
Operating Cash Flow
$-147.78B
Shares Outstanding
2.66B
Gross Margin
0.00%
Payout Ratio
25.71%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 358.64 15.37 $953.34B 1.68% - 17.79% 12.50% 14.83%
2 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 506.03 15.07 $707.59B 0.00% - 10.50% 4.18% 9.44%
3 V Visa Inc. SPXR3KFINANCIAL 374.00 31.86 $637.34B 0.72% 37.15% 61.19% 14.33% 13.04%
4 MA Mastercard Incorporated SPXR3KFINANCIAL 579.21 31.82 $503.60B 0.60% 60.19% - 12.29% 19.21%
5 BAC Bank of America Corporation SPXR3KFINANCIAL 62.68 14.48 $438.31B 2.03% - 11.20% 3.14% 4.27%
6 BRK-A Berkshire Hathaway Inc. FINANCIAL 759,350.00 15.07 $384.00B 0.00% - 10.50% 7.60% 10.02%
7 HSBC HSBC Holdings plc FINANCIAL 107.11 15.30 $367.34B 3.62% - 13.10% 9.75% 12.72%
8 MS Morgan Stanley SPXR3KFINANCIAL 217.72 17.59 $342.26B 2.15% - 17.97% 3.76% 9.66%
9 GS The Goldman Sachs Group, Inc. SPXR3KFINANCIAL 1,038.61 16.04 $302.41B 1.94% - 16.90% - 2.21%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2014Jun 2014Sep 2014Mar 2015Jun 2015Sep 2015Mar 2016Jun 2016Sep 2016Mar 2017Jun 2017Sep 2017Mar 2018Jun 2018Sep 2018Mar 2019Jun 2019Sep 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue 22.99B24.45B24.25B-------------------------------45.33B44.88B46.43B45.80B49.83B-
Cost of Revenue ----------------------------------------
Gross Profit ----------------------------------------
Operating Expenses ----------------------------------------
Operating Income ----------------------------------------
EBITDA ----------------------------------------
Interest Expense ----------------------------------23.58B25.03B25.47B23.81B23.82B-
Pretax Income ----------------------------------18.41B18.28B18.74B17.16B20.48B-
Tax Provision ----------------------------------3.77B3.30B4.35B4.13B3.98B-
Net Income 5.27B5.98B5.57B5.91B6.29B6.80B5.52B6.20B6.29B6.45B7.03B6.73B8.71B8.32B8.38B9.18B9.65B9.08B2.87B4.69B9.44B14.30B11.95B11.69B8.28B8.65B9.74B12.62B14.47B13.15B13.42B18.15B12.90B-14.64B14.99B14.39B13.03B16.49B-
Diluted EPS 1.281.461.351.451.541.681.351.551.581.651.821.762.372.292.342.652.822.680.781.382.924.503.783.742.632.763.124.104.754.334.446.124.37--5.245.074.635.947.70

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 71.37B67.25B100.43B102.69B97.23B97.03B97.37B95.11B93.54B96.57B100.70B108.78B115.72B119.95B121.65B127.73B154.95B169.44B181.85B
Cost of Revenue -------------------
Gross Profit -------------------
Operating Expenses -------------------
Operating Income -------------------
EBITDA -------------------
Interest Expense ---------------26.10B81.32B101.35B97.90B
Pretax Income ---------------46.17B61.61B75.08B72.59B
Tax Provision ---------------8.49B12.06B16.61B15.55B
Net Income 15.37B5.61B11.73B17.37B18.98B21.28B17.89B21.75B24.44B24.73B24.44B32.47B36.43B29.13B48.33B37.68B49.55B58.47B57.05B
Diluted EPS 4.331.352.263.964.485.204.345.296.006.196.319.0010.728.8815.3612.0916.2319.7520.02

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets -2.18T2.12T2.12T2.27T2.36T2.41T2.57T2.35T2.49T2.53T2.62T2.69T3.38T3.74T3.67T3.88T4.00T4.42T
Current Assets -------------------
Cash & Equivalents --------361.68B391.15B431.30B278.79B---567.23B624.15B469.32B343.34B
Inventory -------------------
Receivables ---------------125.19B107.36B101.22B111.60B
Total Liabilities -2.01T1.96T1.94T2.08T2.16T2.20T2.34T2.10T2.24T2.28T2.37T2.43T3.11T3.45T3.37T3.55T3.66T4.06T
Current Liabilities -------------------
Long Term Debt -270.68B266.32B270.65B256.77B249.02B267.89B--------295.87B391.82B401.42B433.97B
Total Debt ---------------339.89B436.54B454.31B499.98B
Total Equity 123.22B166.88B160.84B176.11B183.57B204.07B211.18B231.73B247.57B254.19B255.69B256.51B261.33B279.35B294.13B292.33B327.88B344.76B362.44B
Shares Outstanding ---------------4.10B4.10B4.10B4.10B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -110.56B23.93B122.80B-3.75B95.93B25.08B107.95B36.59B73.47B21.88B-10.83B15.61B4.09B-79.91B-107.12B12.97B-42.01B-147.78B
Investing Cash Flow -74.19B-283.67B29.36B54.00B-170.75B-119.83B-150.50B-165.64B106.98B-89.20B28.25B-199.42B-52.06B-261.91B--137.82B67.64B-163.40B-265.56B
Financing Cash Flow 184.06B247.00B-153.08B-49.22B107.71B87.71B28.32B118.23B-187.51B98.27B14.64B34.16B32.99B596.64B--126.26B-25.57B63.45B269.53B
Capital Expenditure -------------------
Free Cash Flow ---------------107.12B12.97B-42.01B-147.78B
Net Change in Cash ----------------156.96B55.05B-141.97B-143.81B
Share Buybacks 8.18B003.00B----5.62B9.08B15.41B19.98B24.00B6.52B18.41B3.16B9.82B18.83B31.59B
Dividends Paid 5.05B5.91B3.42B1.49B3.90B5.19B6.06B6.99B7.87B8.48B8.99B10.11B12.34B12.69B12.86B13.56B13.46B14.78B16.62B

Ratios (Annual)

Figures in %.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------------------
Operating Margin % -------------------
Net Margin % 21.5%8.3%11.7%16.9%19.5%21.9%18.4%22.9%26.1%25.6%24.3%29.9%31.5%24.3%39.7%29.5%32.0%34.5%31.4%
ROE % 12.5%3.4%7.3%9.9%10.3%10.4%8.5%9.4%9.9%9.7%9.6%12.7%13.9%10.4%16.4%12.9%15.1%17.0%15.7%
ROCE % -------------------

Shareholding Pattern

Insiders
0.39%
Institutions
75.75%
Public Float
76.05%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.76% 206.29M $73.77B
2 Vanguard Capital Management LLC 6.08% 161.59M $57.79B
3 State Street Corporation 4.71% 125.21M $44.78B
4 Bank of America Corporation 2.62% 69.67M $24.91B
5 Morgan Stanley 2.52% 67.09M $23.99B
6 Vanguard Portfolio Management LLC 2.48% 65.82M $23.54B
7 Geode Capital Management, LLC 2.32% 61.71M $22.07B
8 NORGES BANK 1.36% 36.12M $12.92B
9 Northern Trust Corporation 1.15% 30.68M $10.97B
10 Capital Research Global Investors 1.04% 27.75M $9.92B

Analyst View

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Latest News

Recent headlines for JPM

Google News Sun, 06 Sep 2026

JPM, GS, MS Stocks Edge Higher After-Hours — Banks Lift Dividends And Announce Buybacks After Fed Stress Test - Stocktwits

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Google News Mon, 07 Sep 2026

JPMorgan Chase & Co. $JPM Shares Acquired by Todd Asset Management LLC - marketbeat.com

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Google News Mon, 07 Sep 2026

JPMorgan: Start Accumulating The Preferred For Income, Hold The Common At 3.2x Book - Seeking Alpha

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Google News Fri, 04 Sep 2026

JPMorgan Chase & Co. (JPM) Stock Price, News, Quote & History - Yahoo Finance

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Google News Sun, 06 Sep 2026

Why Everyone Is Watching JPMorgan Chase (JPM) Today - simplywall.st

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Google News ue, 01 Sep 2026

Vivmark a potential ‘blue chip’ stock for investors: JPM analyst - Multifamily Dive

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JPM — Frequently Asked Questions

What is the current share price of JPMorgan Chase & Co. (JPM)?

As of 2026-09-07 16:24 PDT, JPMorgan Chase & Co. (JPM) trades at $358.64 on NYSE. Its 52-week range is $280.14 to $365.18.

What is the market capitalisation of JPM?

JPMorgan Chase & Co. (JPM) has a market capitalisation of $953.34B on NYSE.

What is the P/E ratio of JPM?

JPM trades at a trailing price-to-earnings (P/E) ratio of 15.37. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 2.69.

Does JPM pay a dividend?

JPMorgan Chase & Co. (JPM) currently offers a dividend yield of 1.68%.

What is the return on equity (ROE) of JPM?

JPM has a return on equity (ROE) of 17.79%.

Is JPM a good stock to buy?

This page provides a data-driven analysis of JPMorgan Chase & Co. (JPM), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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