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JPM

JPMorgan Chase & Co

JPM

158.50USD+1.71 (+1.09%)Delayed
Watchlist

Market Summary

USD158.50+1.71
Delayed
1.09%

JPM Alerts

  • Big jump in Earnings (Y/Y)

JPM Stock Price

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JPM RSI Chart

JPM Valuation

Market Cap

466.6B

Price/Earnings (Trailing)

9.1

Price/Sales (Trailing)

3.03

EV/EBITDA

-0.3

Price/Free Cashflow

8.65

JPM Price/Sales (Trailing)

JPM Profitability

EBT Margin

41.23%

Return on Equity

16.15%

Return on Assets

216.26%

Free Cashflow Yield

11.57%

JPM Fundamentals

JPM Revenue

Revenue (TTM)

154.1B

Revenue Y/Y

21.88%

Revenue Q/Q

-3.47%

JPM Earnings

Earnings (TTM)

51.3B

Earnings Y/Y

35.06%

Earnings Q/Q

-9.13%

Price Action

Last 7 days

1.1%

Last 30 days

9.5%

Last 90 days

10.2%

Trailing 12 Months

19.3%

How does JPM drawdown profile look like?

JPM Financial Health

JPM Investor Care

Dividend Yield

2.56%

Dividend/Share (TTM)

4.05

Buy Backs (1Y)

0.62%

Diluted EPS (TTM)

16.76

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
2023136.3B146.9B154.1B0
2022120.1B120.3B123.4B128.7B
2021123.9B121.3B121.7B121.6B
2020114.9B119.2B119.2B120.0B
2019110.0B111.0B113.0B115.7B
2018103.7B105.7B107.4B108.8B
201798.3B99.6B100.5B100.7B
201692.7B93.3B95.2B96.6B
201596.0B95.1B93.4B93.5B
201495.5B94.9B96.3B95.1B
201396.1B99.1B97.1B97.4B
201298.1B93.5B94.8B97.0B
2011100.2B101.9B101.9B97.2B
2010103.1B102.6B99.8B102.7B
200975.4B82.6B94.5B100.4B
200870.3B69.3B68.3B67.3B
200700071.4B

Latest Insider Trading transactions for JPM

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Nov 01, 2023
dimon james
gifted
-
-
-100,359
chairman & ceo
Oct 25, 2023
korablina elena a
acquired
-
-
1,706
corporate controller
Oct 25, 2023
korablina elena a
sold (taxes)
-135,994
140
-969
corporate controller
Oct 23, 2023
petno douglas b
gifted
-
-
-678
ceo commercial banking
Sep 30, 2023
novakovic phebe n
acquired
32,500
145
224
-
Sep 30, 2023
neal michael a
acquired
32,500
145
224
-
Sep 30, 2023
hobson mellody l
acquired
37,500
145
258
-
Sep 30, 2023
rometty virginia m
acquired
33,750
145
232
-
Sep 30, 2023
burke stephen b
acquired
51,250
145
353
-
Sep 30, 2023
gorsky alex
acquired
32,500
145
224
-

1–10 of 50

Which funds bought or sold JPM recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Dec 07, 2023
Financial Advisory Group
reduced
-9.93
-53,574
472,064
0.10%
Dec 07, 2023
Financial Insights, Inc.
new
-
1,543,700
1,543,700
0.55%
Dec 07, 2023
DAGCO, INC.
reduced
-84.63
-1,780,080
236,780
0.12%
Dec 07, 2023
Hudson Bay Capital Management LP
reduced
-20.00
-2,942,400
11,601,600
0.05%
Dec 06, 2023
David R. Rahn & Associates Inc.
new
-
228,552
228,552
0.12%
Dec 06, 2023
Global Frontier Investments LLC
unchanged
-
-142,000
49,162,000
21.31%
Dec 06, 2023
CITIGROUP INC
reduced
-1.1
-6,454,960
460,161,000
0.34%
Dec 06, 2023
Fragasso Group Inc.
reduced
-1.16
-31,723
2,153,200
0.23%
Dec 06, 2023
Raleigh Capital Management Inc.
added
0.79
5,987
1,182,090
0.63%
Dec 06, 2023
Grant Street Asset Management, Inc.
reduced
-3.09
-27,913
799,671
0.32%

1–10 of 45

Latest Funds Activity

Are funds buying JPM calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own JPM
No. of Funds

Schedule 13G FIlings of JPMorgan Chase & Co

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
9.36%
274,622,643
SC 13G/A
Feb 07, 2023
blackrock inc.
6.6%
194,920,731
SC 13G/A
Feb 09, 2022
vanguard group inc
8.80%
260,062,354
SC 13G/A
Feb 01, 2022
blackrock inc.
6.5%
192,249,551
SC 13G/A
Feb 10, 2021
vanguard group inc
7.99%
243,407,749
SC 13G/A
Jan 29, 2021
blackrock inc.
6.3%
192,569,871
SC 13G/A
Feb 12, 2020
vanguard group inc
7.86%
246,807,787
SC 13G/A
Feb 10, 2020
blackrock inc.
6.7%
209,532,587
SC 13G/A

Recent SEC filings of JPMorgan Chase & Co

View All Filings
Date Filed Form Type Document
Dec 08, 2023
424B2
Prospectus Filed
Dec 08, 2023
424B2
Prospectus Filed
Dec 08, 2023
424B2
Prospectus Filed
Dec 08, 2023
424B2
Prospectus Filed
Dec 08, 2023
424B2
Prospectus Filed
Dec 08, 2023
424B2
Prospectus Filed
Dec 08, 2023
424B2
Prospectus Filed
Dec 08, 2023
424B2
Prospectus Filed
Dec 08, 2023
424B2
Prospectus Filed
Dec 08, 2023
424B2
Prospectus Filed

Peers (Alternatives to JPMorgan Chase & Co)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
466.6B
154.1B
9.52% 19.28%
9.1
3.03
24.85% 38.27%
245.3B
142.1B
11.01% -3.94%
8.04
1.73
104.30% 11.29%
168.2B
94.4B
12.49% 8.27%
9.16
1.78
34.62% 12.81%
95.0B
119.9B
16.88% 10.45%
6.99
0.79
86.46% -
13.8B
9.8B
15.21% -25.16%
6.66
1.41
62.73% 6.26%
12.3B
7.6B
17.64% -21.88%
9.49
1.62
57.10% -39.78%
MID-CAP
5.8B
3.7B
15.31% -17.19%
6.88
1.54
53.61% 0.24%
5.1B
4.0B
18.27% -21.23%
3.95
1.61
76.30% 16.42%
3.2B
1.2B
17.32% -6.60%
11.36
2.65
53.00% -17.58%
3.0B
1.9B
14.31% -15.06%
7.72
1.54
57.80% 14.45%
SMALL-CAP
481.0M
115.7M
12.42% 21.51%
15.97
4.16
24.10% -20.09%
474.1M
154.1M
18.34% -17.36%
13.77
3.08
26.24% -26.76%
378.3M
155.7M
8.42% -17.81%
10.13
2.43
47.34% -10.62%
339.2M
96.3M
15.36% 5.57%
8.97
3.52
19.08% 25.77%
52.0M
58.7M
16.99% -24.25%
17.78
0.89
25.03% -65.02%

JPMorgan Chase & Co News

Latest updates
MarketBeat04 Dec 202302:22 pm5 days ago
Investor's Business Daily10 Nov 202308:00 am29 days ago
TipRanks27 Oct 202307:00 am43 days ago
Investor's Business Daily13 Oct 202307:00 am57 days ago
StockNews.com11 Oct 202307:00 am59 days ago
Yahoo Finance02 Oct 202307:00 am2 months ago
Barchart22 Sep 202307:00 am2 months ago
The Coin Republic25 Aug 202307:00 am3 months ago
Nasdaq14 Aug 202307:00 am3 months ago
Investor's Business Daily13 Jul 202307:00 am4 months ago
InvestorPlace22 Jun 202307:00 am5 months ago
Nasdaq17 May 202307:00 am6 months ago
Yahoo Finance17 May 202307:00 am6 months ago
Trefis10 Apr 202307:00 am8 months ago
InvestorPlace07 Apr 202307:00 am8 months ago

Financials for JPMorgan Chase & Co

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Revenue-3.5%39,87441,30738,34934,54732,71630,71530,71729,25729,64730,47932,26629,33529,25533,07528,28628,58329,29128,74729,12325,86327,260
EBITDA Margin-1.4%0.97*0.98*0.90*0.93*0.83*1.79*2.04*2.07*1.79*1.81*1.72*1.53*1.36*1.26*1.25*1.31*1.27*1.27*1.30*1.34*-
Interest Expenses-100.0%-21,77920,71120,19217,51815,12813,87213,60113,08012,74112,88913,25813,01313,85314,43914,16614,22814,39814,45314,35413,908
Income Taxes15.0%3,5823,1143,3452,2292,2642,2161,7812,2582,4243,1493,3973,0402,3269733452,3662,3251,6902,0541,7752,309
Earnings Before Taxes-4.9%16,73317,58615,96713,23712,00110,86510,06312,65714,11115,09717,69715,17611,7695,6603,21010,88611,40511,34211,2338,84110,689
EBT Margin3.0%0.41*0.40*0.35*0.36*0.33*0.77*0.94*1.03*0.91*0.90*0.77*0.55*0.45*0.40*0.45*0.53*0.50*0.50*0.51*0.53*-
Net Income-9.1%13,15114,47212,62211,0089,7378,6498,28210,39911,68711,94814,30012,1369,4434,6872,8658,5209,0809,6529,1797,0668,380
Net Income Margin2.2%0.33*0.33*0.29*0.29*0.27*0.63*0.76*0.84*0.73*0.72*0.63*0.45*0.37*0.33*0.37*0.43*0.41*0.41*0.40*0.42*-
Free Cashflow139.2%45,11918,865-111,241101,222-18,20466,018-41,91785,09523,33113,530-43,872-28,052-14,82683,740-120,77284,76516,015-13,854-80,8801,849-
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
Description(%) Q/Q2023Q2
Assets-23,700
    Cash Equivalents-495,123
  Net PPE-29,493
  Short Term Borrowings-41,022
Shareholder's Equity-312,516
  Retained Earnings-317,359
  Additional Paid-In Capital-89,578
Shares Outstanding-2,944
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Cashflow From Operations139.2%45,11918,865-111,241101,222-18,20466,018-41,91785,09523,33113,530-43,872-28,052-14,68882,919-120,08982,81116,015-13,854-80,8801,84913,189
Cashflow From Investing2.5%-17,790-18,24323,794-51,53039,522-53,203-72,608-100,158-62,27517,69815,391-63,706-14,727-47,646-135,833-15,558-63,925-8,87736,301-159,638-808
Cashflow From Financing91.4%-4,316-49,91564,557-142,344-32,883-83,802132,772-2,02297,047-37,943218,911125,95819,25189,131362,305-63,01939,537-12,96669,43517,8392,553
  Dividend Payments3.3%3,3863,2773,3743,3763,4123,3443,4303,3863,1583,1213,1933,1393,2093,1543,1883,2872,9753,0483,0333,1202,273
  Buy Backs-3.8%2,3822,4772,690--7072,4552,1225,2866,1944,806---6,5176,7516,9495,2105,0915,9284,416

JPM Income Statement

2023-09-30
Consolidated Statements of Income (Unaudited) - USD ($)
shares in Millions, $ in Millions
3 Months Ended9 Months Ended
Sep. 30, 2023
Sep. 30, 2022
Sep. 30, 2023
Sep. 30, 2022
Revenue    
Investment banking fees$ 1,722$ 1,674$ 4,884$ 5,268
Principal transactions6,2105,38320,73515,478
Lending- and deposit-related fees2,0391,7315,4875,443
Asset management fees3,9043,49511,14310,664
Commissions and other fees1,7051,5745,1395,007
Investment securities losses(669)(959)(2,437)(1,506)
Mortgage fees and related income4143149131,152
Card income1,2091,0863,5373,194
Other income6149004,9132,930
Noninterest revenue17,14815,19854,31447,630
Interest income44,55625,611123,20459,753
Interest expense21,8308,09357,98813,235
Net interest income22,72617,51865,21646,518
Total net revenue39,87432,716119,53094,148
Provision for credit losses1,3841,5376,5584,101
Noninterest expense    
Compensation expense11,72610,53934,61831,627
Occupancy expense1,1971,1623,3823,425
Technology, communications and equipment expense2,3862,3666,8377,102
Professional and outside services2,6202,4817,6297,522
Marketing1,1261,0173,2932,818
Other expense2,7021,6136,9274,624
Total noninterest expense21,75719,17862,68657,118
Income/(loss) before income tax expense/(benefit)16,73312,00150,28632,929
Income tax expense3,5822,26410,0416,261
Net income/(loss)13,1519,73740,24526,668
Net income applicable to common stockholders12,6859,25538,88925,295
Net income applicable to common stockholders$ 12,685$ 9,255$ 38,889$ 25,295
Net income per common share data    
Basic earnings per share (in dollars per share)$ 4.33$ 3.13$ 13.20$ 8.53
Diluted earnings per share (in dollars per share)$ 4.33$ 3.12$ 13.18$ 8.51
Weighted-average basic shares (in shares)2,927.52,961.22,946.62,966.8
Weighted-average diluted shares (in shares)2,932.12,965.42,951.02,970.9

JPM Balance Sheet

2023-09-30
Consolidated Balance Sheets (Unaudited) - USD ($)
$ in Millions
Sep. 30, 2023
Dec. 31, 2022
Assets  
Cash and due from banks$ 24,921$ 27,697
Deposits with banks486,448539,537
Federal funds sold and securities purchased under resale agreements (included $344,193 and $311,883 at fair value)350,059315,592
Securities borrowed (included $68,046 and $70,041 at fair value)188,279185,369
Trading assets (included assets pledged of $132,750 and $93,687)601,993453,799
Available-for-sale securities (amortized cost of $206,500 and $216,188; included assets pledged of $12,548 and $9,158)197,119205,857
Held-to-maturity securities388,261425,305
Investment securities, net of allowance for credit losses585,380631,162
Loans (included $38,808 and $42,079 at fair value)1,310,0591,135,647
Allowance for loan losses(21,946)(19,726)
Loans, net of allowance for loan losses1,288,1131,115,921
Accrued interest and accounts receivable127,752125,189
Premises and equipment29,67727,734
Goodwill, MSRs and other intangible assets64,91060,859
Other assets (included $14,168 and $14,921 at fair value and assets pledged of $5,701 and $7,998)150,801182,884
Total assets[1]3,898,3333,665,743
Liabilities  
Deposits (included $65,006 and $28,620 at fair value)2,379,5262,340,179
Federal funds purchased and securities loaned or sold under repurchase agreements (included $211,571 and $151,999 at fair value)268,750202,613
Short-term borrowings (included $19,289 and $15,792 at fair value)45,47044,027
Trading liabilities207,457177,976
Accounts payable and other liabilities (included $4,492 and $7,038 at fair value)292,070300,141
Beneficial interests issued by consolidated VIEs (included $66 and $5 at fair value)24,89612,610
Long-term debt (included $78,357 and $72,281 at fair value)362,793295,865
Total liabilities[1]3,580,9623,373,411
Commitments and contingencies (refer to Notes 24, 25 and 26)
Stockholders’ equity  
Preferred stock ($1 par value; authorized 200,000,000 shares; issued 2,740,375 shares)27,40427,404
Common stock ($1 par value; authorized 9,000,000,000 shares; issued 4,104,933,895 shares)4,1054,105
Additional paid-in capital89,89989,044
Retained earnings327,044296,456
Accumulated other comprehensive losses(17,104)(17,341)
Treasury stock, at cost (1,213,925,554 and 1,170,676,094 shares)(113,977)(107,336)
Total stockholders’ equity317,371292,332
Total liabilities and stockholders’ equity3,898,3333,665,743
VIEs consolidated by the Firm  
Assets  
Trading assets (included assets pledged of $132,750 and $93,687)1,7802,151
Loans, net of allowance for loan losses38,17634,411
Other assets (included $14,168 and $14,921 at fair value and assets pledged of $5,701 and $7,998)593550
Total assets40,54937,112
Liabilities  
Beneficial interests issued by consolidated VIEs (included $66 and $5 at fair value)24,89612,610
All other liabilities244279
Total liabilities$ 25,140$ 12,889
[1]The following table presents information on assets and liabilities related to VIEs that are consolidated by the Firm at September 30, 2023 and December 31, 2022. The assets of the consolidated VIEs are used to settle the liabilities of those entities. The holders of the beneficial interests generally do not have recourse to the general credit of JPMorgan Chase. The assets and liabilities in the table below include third-party assets and liabilities of consolidated VIEs and exclude intercompany balances that eliminate in consolidation. Refer to Note 14 for a further discussion.
(in millions)September 30, 2023December 31, 2022
Assets
Trading assets$1,780 $2,151 
Loans38,176 34,411 
All other assets593 550 
Total assets$40,549 $37,112 
Liabilities
Beneficial interests issued by consolidated VIEs$24,896 $12,610 
All other liabilities244 279 
Total liabilities$25,140 $12,889 
JPM
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit, investment and lending products, cash management, and payments and services to consumers and small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and large corporations; and commercial real estate banking services to investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
 CEO
 WEBSITEwww.jpmorganchase.com
 EMPLOYEES65535

JPMorgan Chase & Co Frequently Asked Questions


What is the ticker symbol for JPMorgan Chase & Co? What does JPM stand for in stocks?

JPM is the stock ticker symbol of JPMorgan Chase & Co. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of JPMorgan Chase & Co (JPM)?

As of Fri Dec 08 2023, market cap of JPMorgan Chase & Co is 466.59 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of JPM stock?

You can check JPM's fair value in chart. The fair value of JPMorgan Chase & Co is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of JPMorgan Chase & Co is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for JPM so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is JPMorgan Chase & Co a good stock to buy?

The fair value guage provides a quick view whether JPM is over valued or under valued. Whether JPMorgan Chase & Co is cheap or expensive depends on the assumptions which impact JPMorgan Chase & Co's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for JPM.

What is JPMorgan Chase & Co's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri Dec 08 2023, JPM's PE ratio (Price to Earnings) is 9.1 and Price to Sales (PS) ratio is 3.03. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. JPM PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on JPMorgan Chase & Co's stock?

In the past 10 years, JPMorgan Chase & Co has provided 0.136 (multiply by 100 for percentage) rate of return.