JPMorgan Chase & Co. JPM SPX

Financial Services · Banks - Diversified · United States

https://www.jpmorganchase.com

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.

Market & Price

Market Cap

$802.00B

Current Price

$299.31

High / Low (52W)

$332.91 / $256.95

Beta

1.02

Valuation

Stock P/E

14.33

Industry PE

12.01

Forward P/E

12.71

PEG Ratio

1.59

Book Value

$128.38

Price to Book

2.33

P/S

4.62

EV/EBITDA

Dividend Yield

2.00%

Profitability & Returns

ROCE

ROE

16.47%

ROA

1.27%

Profit Margin

33.94%

Op Margin

43.74%

EPS (Latest Qtr)

$5.94

EPS (TTM)

$20.89

Balance Sheet & Liquidity

Debt/Equity

Quick Ratio

Current Ratio

Debt

$1.32T

Total Assets

$4.42T

Current Assets

Working Capital

Ownership

Promoter Holding

0.38%

Chg in Prom Hold

FII / Inst Holding

75.62%

Chg in FII Hold

0.09%

Financial Snapshot

Enterprise Value

$560.91B

Total Revenue (TTM)

$173.56B

EBITDA

Free Cash Flow

Operating Cash Flow

$-107.70B

Shares Outstanding

2.68B

Gross Margin

0.00%

Payout Ratio

28.24%

Growth (CAGR)

Revenue 5Y

12.50%

Profit 5Y

14.83%

Revenue (YoY)

12.70%

Earnings (YoY)

17.20%

PROS

Excellent profit margin of 33.9%.
Compounding revenue at 12.5% over 5 years.
Profit CAGR of 14.8% over 5 years.

CONS

In a downtrend (50-DMA below 200-DMA).

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

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Period: Metric:

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Financial Services).

#	Name	CMP $	P/E	Mkt Cap	Div Yld %	ROCE %	ROE %	Rev CAGR 5Y %	Profit CAGR 5Y %
1	JPM JPMorgan Chase & Co. SPX	299.31	14.33	$802.00B	2.00%	-	16.47%	12.50%	14.83%
2	V Visa Inc. SPX	326.36	28.48	$620.65B	0.82%	38.38%	60.35%	10.92%	10.28%
3	MA Mastercard Incorporated SPX	493.98	28.57	$436.47B	0.70%	61.47%	-	13.82%	14.66%
4	MS Morgan Stanley SPX	208.00	18.84	$328.08B	1.92%	-	16.39%	9.52%	15.20%
5	GS The Goldman Sachs Group, Inc. SPX	1,025.56	18.73	$302.55B	1.76%	-	14.55%	7.16%	15.11%
6	WFC Wells Fargo & Company SPX	77.54	11.98	$237.29B	2.32%	-	12.03%	4.02%	15.98%
7	BLK BlackRock, Inc. SPX	1,046.88	26.32	$162.51B	2.19%	4.89%	11.90%	10.65%	2.36%
8	SCHW The Charles Schwab Corporation SPX	87.35	17.37	$151.91B	1.47%	-	19.08%	4.83%	7.21%
9	IBKR Interactive Brokers Group, Inc. SPX	86.97	37.33	$147.85B	0.40%	19.56%	23.56%	34.60%	37.32%

Quarterly Results

Figures in USD.

Metric	Sep 2013	Mar 2014	Jun 2014	Sep 2014	Mar 2015	Jun 2015	Sep 2015	Mar 2016	Jun 2016	Sep 2016	Mar 2017	Jun 2017	Sep 2017	Mar 2018	Jun 2018	Sep 2018	Mar 2019	Jun 2019	Sep 2019	Mar 2020	Jun 2020	Sep 2020	Mar 2021	Jun 2021	Sep 2021	Mar 2022	Jun 2022	Sep 2022	Mar 2023	Jun 2023	Sep 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026
Revenue	23.12B	22.99B	24.45B	24.25B	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	45.33B	44.88B	46.43B	45.80B	49.83B
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Gross Profit	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Operating Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	23.58B	25.03B	25.47B	23.81B	23.82B
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	18.41B	18.28B	18.74B	17.16B	20.48B
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	3.77B	3.30B	4.35B	4.13B	3.98B
Net Income	-380.00M	5.27B	5.98B	5.57B	5.91B	6.29B	6.80B	5.52B	6.20B	6.29B	6.45B	7.03B	6.73B	8.71B	8.32B	8.38B	9.18B	9.65B	9.08B	2.87B	4.69B	9.44B	14.30B	11.95B	11.69B	8.28B	8.65B	9.74B	12.62B	14.47B	13.15B	13.42B	18.15B	-	-	14.64B	14.99B	14.39B	13.03B	16.49B
Diluted EPS	-0.17	1.28	1.46	1.35	1.45	1.54	1.68	1.35	1.55	1.58	1.65	1.82	1.76	2.37	2.29	2.34	2.65	2.82	2.68	0.78	1.38	2.92	4.50	3.78	3.74	2.63	2.76	3.12	4.10	4.75	4.33	4.44	6.12	-	-	5.07	5.24	5.07	4.63	5.94

Profit & Loss (Annual)

Figures in USD.

Metric	Dec 2007	Dec 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Revenue	71.37B	67.25B	100.43B	102.69B	97.23B	97.03B	97.37B	95.11B	93.54B	96.57B	100.70B	108.78B	115.72B	119.95B	121.65B	127.73B	154.95B	169.44B	181.85B
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Gross Profit	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Operating Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	26.10B	81.32B	101.35B	97.90B
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	46.17B	61.61B	75.08B	72.59B
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	8.49B	12.06B	16.61B	15.55B
Net Income	15.37B	5.61B	11.73B	17.37B	18.98B	21.28B	17.89B	21.75B	24.44B	24.73B	24.44B	32.47B	36.43B	29.13B	48.33B	37.68B	49.55B	58.47B	57.05B
Diluted EPS	4.33	1.35	2.26	3.96	4.48	5.20	4.34	5.29	6.00	6.19	6.31	9.00	10.72	8.88	15.36	12.09	16.23	19.75	20.02

Compounded Sales Growth

5 Years:	12.50%
1 Year:	12.70%

Compounded Profit Growth

5 Years:	14.83%
1 Year:	17.20%

Stock Price Performance

1 Year:	+15.58%
6 Months:	-0.26%
3 Months:	+0.18%
1 Month:	-3.21%

Balance Sheet (Annual)

Figures in USD.

Metric	Dec 2007	Dec 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Total Assets	-	2.18T	2.12T	2.12T	2.27T	2.36T	2.41T	2.57T	2.35T	2.49T	2.53T	2.62T	2.69T	3.38T	3.74T	3.67T	3.88T	4.00T	4.42T
Current Assets	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Cash & Equivalents	-	-	-	-	-	-	-	-	361.68B	391.15B	431.30B	278.79B	-	-	-	567.23B	624.15B	469.32B	343.34B
Inventory	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Receivables	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	125.19B	107.36B	101.22B	111.60B
Total Liabilities	-	2.01T	1.96T	1.94T	2.08T	2.16T	2.20T	2.34T	2.10T	2.24T	2.28T	2.37T	2.43T	3.11T	3.45T	3.37T	3.55T	3.66T	4.06T
Current Liabilities	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Long Term Debt	-	270.68B	266.32B	270.65B	256.77B	249.02B	267.89B	-	-	-	-	-	-	-	-	295.87B	391.82B	401.42B	433.97B
Total Debt	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	339.89B	436.54B	454.31B	499.98B
Total Equity	123.22B	166.88B	160.84B	176.11B	183.57B	204.07B	211.18B	231.73B	247.57B	254.19B	255.69B	256.51B	261.33B	279.35B	294.13B	292.33B	327.88B	344.76B	362.44B
Shares Outstanding	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	4.10B	4.10B	4.10B	4.10B

Cash Flows (Annual)

Figures in USD.

Metric	Dec 2007	Dec 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Operating Cash Flow	-110.56B	23.93B	122.80B	-3.75B	95.93B	25.08B	107.95B	36.59B	73.47B	21.88B	-10.83B	15.61B	4.09B	-79.91B	-	107.12B	12.97B	-42.01B	-147.78B
Investing Cash Flow	-74.19B	-283.67B	29.36B	54.00B	-170.75B	-119.83B	-150.50B	-165.64B	106.98B	-89.20B	28.25B	-199.42B	-52.06B	-261.91B	-	-137.82B	67.64B	-163.40B	-265.56B
Financing Cash Flow	184.06B	247.00B	-153.08B	-49.22B	107.71B	87.71B	28.32B	118.23B	-187.51B	98.27B	14.64B	34.16B	32.99B	596.64B	-	-126.26B	-25.57B	63.45B	269.53B
Capital Expenditure	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Free Cash Flow	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	107.12B	12.97B	-42.01B	-147.78B
Net Change in Cash	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-156.96B	55.05B	-141.97B	-143.81B
Share Buybacks	8.18B	0	0	3.00B	-	-	-	-	5.62B	9.08B	15.41B	19.98B	24.00B	6.52B	18.41B	3.16B	9.82B	18.83B	31.59B
Dividends Paid	5.05B	5.91B	3.42B	1.49B	3.90B	5.19B	6.06B	6.99B	7.87B	8.48B	8.99B	10.11B	12.34B	12.69B	12.86B	13.56B	13.46B	14.78B	16.62B

Ratios (Annual)

Figures in %.

Metric	Dec 2007	Dec 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 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

0.38%

Institutions

75.62%

Public Float

75.91%

Top Institutional Holders

#	Holder	% Held	Shares	Value
1	Blackrock Inc.	7.77%	208.22M	$62.32B
2	Vanguard Capital Management LLC	6.17%	165.28M	$49.47B
3	State Street Corporation	4.64%	124.28M	$37.20B
4	Morgan Stanley	2.56%	68.54M	$20.52B
5	Vanguard Portfolio Management LLC	2.45%	65.58M	$19.63B
6	Bank of America Corporation	2.45%	65.66M	$19.65B
7	Geode Capital Management, LLC	2.33%	62.55M	$18.72B
8	Northern Trust Corporation	1.17%	31.22M	$9.34B
9	FMR, LLC	1.17%	31.43M	$9.41B
10	Price (T.Rowe) Associates Inc	1.03%	27.49M	$8.23B

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JPM · Financial Services