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JPMorgan Chase & Co Stock Research

JPM

136.94USD+1.27(+0.94%)Market Closed

Market Summary

USD136.94+1.27
Market Closed
0.94%

JPM Alerts

JPM Stock Price

JPM RSI Chart

JPM Valuation

Market Cap

414.1B

Price/Earnings (Trailing)

10.99

Price/Sales (Trailing)

3.22

EV/EBITDA

-1.28

Price/Free Cashflow

3.87

JPM Price/Sales (Trailing)

JPM Profitability

EBT Margin

35.87%

Return on Equity

12.89%

Free Cashflow Yield

25.87%

JPM Fundamentals

JPM Revenue

Revenue (TTM)

128.7B

Revenue Y/Y

-12.51%

Revenue Q/Q

169.19%

JPM Earnings

Earnings (TTM)

42.0B

Earnings Y/Y

52.4%

Earnings Q/Q

14.66%

Price Action

52 Week Range

101.28144.34
(Low)(High)

Last 7 days

-1.6%

Last 30 days

1.3%

Last 90 days

-2.8%

Trailing 12 Months

7.7%

JPM Financial Health

JPM Investor Care

Dividend Yield

2.92%

Dividend/Share (TTM)

4

Buy Backs (1Y)

1.29%

Diluted EPS (TTM)

13.56

Peers (Alternatives to JPMorgan Chase)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
414.1B
128.7B
1.26% 7.68%
10.99
3.22
5.79% -0.71%
225.7B
98.0B
-0.46% -20.87%
7.89
2.3
9.45% -7.66%
156.8B
63.2B
4.49% -8.37%
11.89
2.9
58.68% -29.54%
51.3B
22.0B
-7.09% -29.99%
8.39
2.43
11.93% 6.78%
46.0B
21.5B
-2.70% -39.90%
7.71
2.14
58.44% -17.60%
9.9B
3.1B
-37.72% -51.50%
11.04
3.7
46.06% -0.93%
MID-CAP
6.6B
1.8B
1.73% -14.80%
10.07
3.77
72.29% 54.33%
6.4B
1.6B
1.13% -1.53%
10.28
3.92
39.57% 16.01%
4.2B
3.1B
8.60% -48.00%
4.67
1.38
35.84% -10.10%
3.8B
1.4B
-4.61% -37.27%
6.83
2.79
33.23% 6.34%
SMALL-CAP
1.8B
408.0M
-3.03% -13.71%
12.13
4.76
19.36% -4.52%
1.3B
637.0M
-8.75% -24.37%
14.31
2.09
45.85% -25.39%
1.0B
247.6M
-0.73% -33.51%
7.49
4.23
41.59% 57.20%
1.0B
809.6M
-8.04% -41.50%
5.09
1.24
41.27% -11.26%

Financials for JPMorgan Chase

Income Statement (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Revenue-6.0%128,695136,847125,716127,867121,649
EBITDA6.1%119,927113,016110,845112,904-
EBITDA Margin12.8%0.93*0.83*1.79*2.04*-
Earnings Before Taxes1.3%46,16645,58647,69651,928-
EBT Margin7.7%0.36*0.33*0.77*0.94*-
Interest Expenses11.0%66,71060,11955,68153,29452,311
Net Income1.6%37,67637,06739,01742,316-
Net Income Margin8.1%0.29*0.27*0.63*0.76*-
Free Cahsflow17.7%107,11990,992132,52780,039-
Balance Sheet
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2021Q22021Q12020Q42020Q32020Q2
Assets-0.1%3,684,2563,689,3363,384,7573,246,0763,212,643
    Cash Equivalents-0.8%705,421711,072527,609--
  Net PPE-1.1%26,63126,92627,109--
.    Short Term Borrowings-5.5%51,93854,97845,208--
Shareholder's Equity2.0%286,386280,714279,354--
  Retained Earnings3.6%256,983248,151236,990--
  Additional Paid-In Capital0.2%88,19488,00588,394--
Shares Outstanding-1.2%3,0373,0743,0783,076-
Float20.1%461,141383,954---
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q12022Q42022Q32022Q22022Q1
Cashflow From Operations-64.7%37,795107,11990,992132,52780,039
Cashflow From Investing69.9%-41,417-137,819-186,447-288,244-217,343
Cashflow From Financing-54.0%-194,472-126,25714,065143,995189,854
  Dividend Payments-0.4%13,50613,56213,57213,31813,095
  Buy Backs7.4%3,3973,1625,28410,57016,057

Risks for JPM

What is the probability of a big loss on JPM?

41.9%


Probability that JPMorgan Chase stock will be more than 20% underwater in next one year

33.5%


Probability that JPMorgan Chase stock will be more than 30% underwater in next one year.

0%


Probability that JPMorgan Chase stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does JPM drawdown profile look like?

Y-axis is the maximum loss one would have experienced if JPMorgan Chase was unfortunately bought at previous high price.

Drawdowns

Returns for JPM

Cumulative Returns on JPM

12.6%


10-Year Cumulative Returns

14.1%


7-Year Cumulative Returns

7.2%


5-Year Cumulative Returns

15.5%


3-Year Cumulative Returns

What are the long-term rolling returns for JPM?

FIve years rolling returns for JPMorgan Chase.

Annualized Returns

Which funds bought or sold JPM recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-05-24
Old North State Trust, LLC
reduced
-0.28
-18,000
561,000
0.39%
2023-05-24
Verity Asset Management, Inc.
reduced
-1.93
-11,351
231,713
0.14%
2023-05-23
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID
reduced
-0.91
-140,126
3,632,910
0.26%
2023-05-23
Toroso Investments, LLC
added
84.53
6,152,000
13,908,000
0.24%
2023-05-23
Front Row Advisors LLC
reduced
-0.09
-45,000
1,510,000
0.72%
2023-05-23
3Chopt Investment Partners, LLC
new
-
2,153,630
2,153,630
1.15%
2023-05-23
Brookfield Corp /ON/
reduced
-8.79
-2,461,960
19,190,200
0.07%
2023-05-23
TPB WEALTH ADVISORS
reduced
-4.35
-68,000
957,000
0.52%
2023-05-22
PUTNAM INVESTMENTS LLC
added
16.17
47,172,900
413,236,000
0.66%
2023-05-22
Prostatis Group LLC
added
0.93
-10,015
1,059,050
0.56%

1–10 of 46

Latest Funds Activity

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

JPMorgan Chase News

TipRanks
JPMorgan (NYSE:JPM): Layoffs & Epstein Make Headlines.
TipRanks,
5 hours ago
Yahoo Finance
Yahoo Finance
U.S News & World Report Money
9 of the Best Mutual Funds to Buy Now.
U.S News & World Report Money,
2 days ago

Schedule 13G FIlings of JPMorgan Chase

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

JPM Fair Value

Recent SEC filings of JPMorgan Chase

View All Filings
Date Filed Form Type Document
May 26, 2023
424B2
Prospectus Filed
May 26, 2023
424B2
Prospectus Filed
May 26, 2023
424B2
Prospectus Filed
May 26, 2023
424B2
Prospectus Filed
May 26, 2023
424B2
Prospectus Filed
May 26, 2023
424B2
Prospectus Filed
May 26, 2023
424B2
Prospectus Filed
May 26, 2023
424B2
Prospectus Filed
May 26, 2023
424B2
Prospectus Filed
May 26, 2023
424B2
Prospectus Filed

Latest Insider Trading transactions for JPM

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-05-19
Scher Peter
sold
-173,836
140
-1,241
vice chairman
2023-05-15
Beer Lori A
sold
-2,150,070
135
-15,926
chief information officer
2023-05-15
BACON ASHLEY
sold
-2,263,460
135
-16,766
chief risk officer
2023-05-15
Erdoes Mary E.
sold
-1,094,480
134
-8,119
ceo asset & wealth management
2023-05-15
Petno Douglas B
sold
-665,331
134
-4,932
ceo commercial banking
2023-05-15
Scher Peter
sold
-167,421
135
-1,240
vice chairman
2023-05-12
DIMON JAMES
gifted
-
-
138,740
chairman & ceo
2023-05-12
DIMON JAMES
gifted
-
-
-138,740
chairman & ceo
2023-05-11
Pinto Daniel E
sold
-15,446,800
135
-113,640
president & coo, ceo cib
2023-05-11
Piepszak Jennifer
sold
-254,405
135
-1,871
co-ceo ccb

1–10 of 50

Jamie Dimon
65535
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 s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing 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 business, large and midsized companies, local governments, and nonprofit clients; 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, trusts and estates, loans, mortgages, 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.

JPM Income Statement

2023-03-31
Consolidated Statements of Income (Unaudited) - USD ($)
shares in Millions, $ in Millions
3 Months Ended
Mar. 31, 2023
Mar. 31, 2022
Revenue  
Investment banking fees$ 1,649$ 2,008
Principal transactions7,6155,105
Lending- and deposit-related fees1,6201,839
Asset management fees3,4653,652
Commissions and other fees1,6951,710
Investment securities losses(868)(394)
Mortgage fees and related income221460
Card income1,234975
Other income1,0071,490
Noninterest revenue17,63816,845
Interest income37,00415,496
Interest expense16,2931,624
Net interest income20,71113,872
Total net revenue38,34930,717
Provision for credit losses2,2751,463
Noninterest expense  
Compensation expense11,67610,787
Occupancy expense1,1151,134
Technology, communications and equipment expense2,1842,360
Professional and outside services2,4482,572
Marketing1,045920
Other expense1,6391,418
Total noninterest expense20,10719,191
Income before income tax expense15,96710,063
Income tax expense3,3451,781
Net income12,6228,282
Net income applicable to common stockholders12,1937,845
Net income applicable to common stockholders$ 12,193$ 7,845
Net income per common share data  
Basic earnings per share (in dollars per share)$ 4.11$ 2.64
Diluted earnings per share (in dollars per share)$ 4.10$ 2.63
Weighted-average basic shares (in shares)2,968.52,977.0
Weighted-average diluted shares (in shares)2,972.72,981.0

JPM Balance Sheet

2023-03-31
Consolidated Balance Sheets (Unaudited) - USD ($)
$ in Millions
Mar. 31, 2023
Dec. 31, 2022
Assets  
Cash and due from banks$ 25,098$ 27,697
Deposits with banks520,902539,537
Federal funds sold and securities purchased under resale agreements (included $309,336 and $311,883 at fair value)317,111315,592
Securities borrowed (included $68,514 and $70,041 at fair value)195,917185,369
Trading assets (included assets pledged of $122,046 and $93,687)578,892453,799
Available-for-sale securities (amortized cost of $204,671 and $216,188; included assets pledged of $13,739 and $9,158)197,248205,857
Held-to-maturity securities412,827425,305
Investment securities, net of allowance for credit losses610,075631,162
Loans (included $38,546 and $42,079 at fair value)1,128,8961,135,647
Allowance for loan losses(20,053)(19,726)
Loans, net of allowance for loan losses1,108,8431,115,921
Accrued interest and accounts receivable115,316125,189
Premises and equipment28,26627,734
Goodwill, MSRs and other intangible assets62,09060,859
Other assets (included $14,434 and $14,921 at fair value and assets pledged of $7,164 and $7,998)181,795182,884
Total assets[1]3,744,3053,665,743
Liabilities  
Deposits (included $41,580 and $28,620 at fair value)2,377,2532,340,179
Federal funds purchased and securities loaned or sold under repurchase agreements (included $192,290 and $151,999 at fair value)246,396202,613
Short-term borrowings (included $18,074 and $15,792 at fair value)42,24144,027
Trading liabilities189,864177,976
Accounts payable and other liabilities (included $6,697 and $7,038 at fair value)275,077300,141
Beneficial interests issued by consolidated VIEs (included $1 and $5 at fair value)14,90312,610
Long-term debt (included $76,185 and $72,281 at fair value)295,489295,865
Total liabilities[1]3,441,2233,373,411
Commitments and contingencies (refer to Notes 22, 23 and 24)
Stockholders’ equity  
Preferred stock ($1 par value; authorized 200,000,000 shares; issued 2,740,375 and 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 capital89,15589,044
Retained earnings306,208296,456
Accumulated other comprehensive losses(14,418)(17,341)
Treasury stock, at cost (1,182,645,386 and 1,170,676,094 shares)(109,372)(107,336)
Total stockholders’ equity303,082292,332
Total liabilities and stockholders’ equity3,744,3053,665,743
VIEs consolidated by the Firm  
Assets  
Trading assets (included assets pledged of $122,046 and $93,687)2,0332,151
Loans, net of allowance for loan losses33,24234,411
Other assets (included $14,434 and $14,921 at fair value and assets pledged of $7,164 and $7,998)533550
Total assets35,80837,112
Liabilities  
Beneficial interests issued by consolidated VIEs (included $1 and $5 at fair value)14,90312,610
All other liabilities255279
Total liabilities$ 15,158$ 12,889
[1]The following table presents information on assets and liabilities related to VIEs that are consolidated by the Firm at March 31, 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 13 for a further discussion.
(in millions)March 31, 2023December 31, 2022
Assets
Trading assets$2,033 $2,151 
Loans33,242 34,411 
All other assets533 550 
Total assets$35,808 $37,112 
Liabilities
Beneficial interests issued by consolidated VIEs$14,903 $12,610 
All other liabilities255 279 
Total liabilities$15,158 $12,889