JPMorgan Chase & Co

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About JPMorgan Chase & Co

JPMorgan Chase & Co. is an American multinational finance corporation headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world’s largest bank by market capitalization as of 2024. As the largest of the Big Four banks in America, the firm is considered systemically important by the Financial Stability Board.

Its size and scale have often led to enhanced regulatory oversight as well as the maintenance of an internal “Fortress Balance Sheet”. The firm is headquartered in Midtown Manhattan and is set return to its former location at the new under-construction JPMorgan Chase Building at 270 Park Avenue in November 2025. JPMorgan Chase was created in 2000 by the merger of New York City banks J.P. Morgan & Co. and Chase Manhattan Company.

Through its predecessors, the firm’s early history can be traced to 1799, with the founding of what became the Bank of the Manhattan Company. J.P. Morgan & Co. was founded in 1871 by the American financier J. P. Morgan, who launched the House of Morgan on 23 Wall Street as a national purveyor of commercial, investment, and private banking services.

CHAIRMAN & CEOJames Dimon
FOUNDED31 December 2000
HEADQUARTERSNew York, New York United States
WEBSITEjpmorganchase.com
NUMBER OF EMPLOYEES318,477
SECTORFinancial
INDUSTRYBanks – Diversified
IndexDJIA, S&P 500
Market Cap737.63B
Income58.24B
Sales284.94B
Book/sh119.24
Cash/sh
Dividend Est.5.69 (2.13%)
Dividend TTM5.05 (1.90%)
Dividend Ex-DateApr 04, 2025
Employees317233
Option/ShortYes / Yes
Sales Surprise2.99%
SMA205.62%
P/E13.08
Forward P/E13.59
PEG2.51
P/S2.6
P/B2.23
P/C
P/FCF27.45
Quick Ratio
Current Ratio1.21
Debt/Eq2.96
LT Debt/Eq1.25
EPS Surprise9.43%
SMA5010.24%
EPS (ttm)20.37
EPS next Y19.6
EPS next Q4.45
EPS this Y1.75%
EPS next Y5.70%
EPS next 5Y5.20%
EPS past 5Y12.99%
Sales past 5Y16.83%
EPS Y/Y TTM23.05%
Sales Y/Y TTM12.41%
EPS Q/Q14.09%
Sales Q/Q3.37%
SMA20012.56%
Insider Own0.40%
Insider Trans-9.98%
Inst Own73.91%
Inst Trans1.10%
ROA1.41%
ROE17.25%
ROI7.35%
Gross Margin
Oper. Margin28.48%
Profit Margin20.44%
Payout24.30%
EarningsApr 11 BMO
Trades23403
Shs Outstand2.78B
Shs Float2.77B
Short Float1.01%
Short Ratio2.41
Short Interest28.10M
52W Range190.88 – 280.25
52W High-4.95%
52W Low39.56%
RSI (14)69.74
Recom2.04
Rel Volume0.9
Avg Volume11.64M
Volume2,750,280
Perf Week2.44%
Perf Month14.84%
Perf Quarter-4.85%
Perf Half Y10.46%
Perf Year31.80%
Perf YTD11.13%
Beta1.08
ATR (14)6.1
Volatility1.61% 1.93%
Information edited and updated on 19/05/2025 

KEY FINANCIALS


Institutional Ownership

InstitutionPercentage Shareholding
VANGUARD GROUP INC9.76%
BlackRock, Inc.7.45%
MORGAN STANLEY2.48%
FMR LLC1.68%
NORTHERN TRUST CORP1.18%
Capital International Investors1.03%
Capital World Investors0.90%
Bank of New York Mellon Corp0.89%
WELLS FARGO & COMPANY/MN0.86%
Capital Research Global Investors0.77%

Income Statement

PeriodTTMFY 2024FY 2023
Period End Date12/31/202412/31/2023
Period Length12 Months12 Months12 Months
Interest Income193,348.00193,933.00170,588.00
Total Interest Expense100,574.00101,350.0081,321.00
Net Interest Income92,774.0092,583.0089,267.00
Loan Loss Provision12,099.0010,678.009,320.00
Net Interest Income After Loan Loss Provision80,675.0081,905.0079,947.00
Non-Interest Income91,589.0087,885.0070,882.00
Non-Interest Expense91,108.0090,834.0085,558.00
Operating Income81,156.0078,956.0065,271.00
Unusual Expense933.00740.001,436.00
Net Income Before Taxes76,196.0075,081.0061,612.00
Income Taxes16,501.0016,610.0012,060.00
Consolidated Net Income59,358.0058,127.0049,261.00
Net Income From Continuing Operations59,358.0058,127.0049,261.00
Net Income58,241.0056,868.0047,760.00
EPS (Recurring)20.8519.9316.57
EPS (Basic, Before Extraordinaries)20.4119.7916.25
EPS (Diluted)20.3719.7516.23
Non-Operating Income (Expense)0.000.000.00
Other After Tax Adjustments-337.00-344.00-291
Stock Option Compensation Expense3,235.542,504.002,281.00
Price To Earnings Ratio13.1313.1313.31
Price To Sales Ratio2.432.452.07
Gross Margin
Operating Margin28.4828.0227.03
Net Margin20.4420.1819.78
Shares Outstanding2,779.092,797.622,876.66
Market Capitalization743,573.32743,573.32673,767.17
values in Millions, USD

Balance Sheet

PeriodFY 2024FY 2023
Period End Date12/31/202412/31/2023
Cash & Due from Banks49,472.0047,266.00
Investments2,265,700.002,189,658.00
Net Loans1,316,595.001,297,301.00
Investment in Unconsolidated Affiliates0.000.00
Customer Liability on Acceptances0.000.00
Real Estate Assets284.00274.00
Net Property, Plant & Equipment32,787.0030,671.00
Interest Receivables101,223.00107,363.00
Deferred Tax Assets17,600.0017,910.00
Other Intangible Assets224,578.00192,712.00
Total Assets4,008,239.003,883,155.00
Total Deposits2,406,032.002,400,688.00
Total Debt787,369.00684,523.00
Long Term Debt394,970.00370,417.00
Provision for Risks Charges8,701.008,774.00
Deferred Tax Liabilities5,425.007,762.00
Other Liabilities455,954.00453,530.00
Total Liabilities3,663,481.003,555,277.00
Preferred Stock – Carrying Value20,050.0027,404.00
Common Equity324,708.00300,474.00
Total Shareholders Equity344,758.00327,878.00
Accumulated Minority Interest0.000.00
Total Equity344,758.00327,878.00
Total Liabilities & Stockholders Equity4,008,239.003,883,155.00
Book Value Per Share116.07104.45
Tangible Book Value Per Share96.2585.03
Tier 1 Capital294,161.00275,865.00
Tier 2 Capital17,020.0018,118.00
Full-Time Employees317,233.00309,926.00
Price to Book Ratio2.242.08
Return on Assets1.471.31
Return on Equity1716
Return on Invested Capital7.696.84
Quick Ratio
Current Ratio1.031.09
Return on Invested Capital29.9126.45
Quick Ratio1.041.34
Current Ratio1.041.34
values in Millions, USD

Cash Flow

PeriodTTMFY 2024FY 2023
Period End Date12/31/202412/31/2023
Period Length12 Months12 Months12 Months
Funds from Operations77,078.0072,983.0063,376.00
Extraordinary Item0.000.000.00
Changes in Working Capital-50,109.006,431.0037,406.00
Income Taxes Payable
Cash from Operating Activities26,969.0079,414.00100,782.00
Capital Expenditures0.000.000.00
Net Assets From Acquisitions-2,362.00-2,362.00-9,920.00
Sale of Fixed Assets and Businesses0.000.000.00
Purchase or Sale of Investments-344,966.00-248,131.0046,341.00
Purchase of Investments-588,926.00-490,618.00-208,633.00
Sale Or Maturity of Investments243,960.00242,487.00254,974.00
Other Uses-2,146.00-16,740.00
Other Sources
Cash from Investing Activities-404,762.00-284,829.00-20,165.00
Cash Dividends Paid-15,113.00-14,783.00-13,463.00
Change in Capital Stock-33,376.00-26,180.00-9,824.00
Repurchase of Common Pref Stock36,376.0028,680.009,824.00
Sale of Common Pref Stock3,000.002,500.000.00
Proceedsfrom Stock Options3,000.002,500.000.00
Issuance or Reduction of Debt, Net227,259.00102,580.0031,433.00
Change in Long Term Debt3,094.0014,853.0019,566.00
Issuance of Long Term Debt106,903.00111,458.0084,446.00
Reduction of Long Term Debt-103,809.00-96,605.00-64,880.00
Net Financing Active Other Cash Flow-1,751.00-1,469.00-1,521.00
Other Financing Activities Uses-1,751.00-1,469.00-1,521.00
Cash from Financing Activities240,338.0063,447.00-25,571.00
Exchange Rate Effect1,242.00-12,866.001,871.00
Net Change in Cash-136,213.00-154,834.0056,917.00
Free Cash Flow26,969.0079,414.00100,782.00
Preferred Dividends (Cash Flow)
Price to Free Cash Flow58.4310.685.73
values in Millions, USD

JPMorgan Chase & Co at a Glance

JPMorgan Chase & Co Financials at a glance including: EPS, Sales, Shares Outstanding, SPY Comparison, Short Interest, Short Interest History, EPS Performance and Forecast, GAAP EPS Performance and Forecast, Revenue Performance and Forecast, Price Reactions to Earnings Reports, Latest Revisions, Revenue by Products and Services, Revenue by Regions, Revenue by Segment, Dividends, and Dividend Payout History.
Please Note: Information edited and updated on 19/05/2025

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Abbreviations

Index – Major index membership                          

Market Cap – Market capitalization

Income – Trailing 12 months income

Sales – Trailing 12 months revenue

Book/sh – Most recent quarter book value a share

Cash/sh – Most recent quarter cash per share Dividend Est. – Analysts’ dividend estimate (fiscal year) Dividend TTM – Trailing 12-month dividend Dividend Ex-Date – Ex-dividend date Employees – Number of full-time employees Option/Short – Stock has options on a market exchange/stock is available to sell short Sales Surprise – Last quarter revenue surprise SMA20 – Stock price distance from 20-day simple moving average P/E – Price-to-Earnings (trailing 12-months) Forward P/E – Forward Price-to-Earnings (next fiscal year) PEG – Price-to-Earnings-to-Growth P/S – Price-to-Book (most recent quarter) P/B – Price-to-Book (most recent quarter) P/C – Price to cash per share (most recent quarter) P/FCF – Price to Free Cash Flow (trailing 3-months) Quick Ratio – Quick Ratio (most recent quarter) Current Ratio – Current Ratio (most recent quarter) Debt/Eq – Total Debt to Equity (most recent quarter) LT Debt/Eq – Long Term Debt to Equity (most recent quarter) EPS Surprise – Last quarter Earnings-Per-Share surprise SMA50 – Stock price distance from 50-Day Simple Moving Average EPS (ttm) – Diluted Earnings-Per-Share (trailing 3-months) EPS next Y – Earnings-Per-Share estimate for next year EPS next Q – Earnings-Per-Share estimate next quarter EPS this Y - Earnings-Per-Share growth this year EPS next Y - Earnings-Per-Share estimate for next year EPS next 5Y – Long term annual growth estimate (5 years) EPS past 5Y – Annual Earnings-Per-Share growth past 5 years Sales past 5Y – Annual sales growth past 5 years EPS Y/Y TTM – Earnings-Per-Share growth (trailing 3 months) Sales Y/Y TTM – Sales growth (trailing 3 months) EPS Q/Q – Quarterly earnings growth (Year-on-Year) Sales Q/Q – Quarterly revenue growth (Year-on-Year) SMA200 – Stock price distance from 2-Day Simple Moving Average Insider Own – Percentage insider ownership of company shares Insider Trans – Insider transactions (6-month change in Insider Ownership) Inst Own – Institutional ownership Inst Trans - Institutional transactions (3-month change in Institutional Ownership) ROA – Return on Assets (trailing 3-months) ROE – Return on Equity (trailing 3-months) ROI – Return on Investment (trailing 3-months) Gross Margin – Gross Margin (trailing 3-months) Oper. Margin – Operating Margin (trailing 3-months) Profit Margin – Net Profit Margin (trailing 3-months) Payout – Dividend Payout Ratio (trailing 3-months) Earnings – BMO = Before Market Open / AMC = After Market Close Shs Outstand – Shares outstanding Shs Float – Shares float Short Float – Short interest share Short Ratio – Short interest ratio Short Interest – Short interest 52W Range – 52-Week trading range 52W High – Distance from 52-Week High 52W Low - Distance from 52-Week Low RSI (14) – Relative Strength Index Perf Week – Performance (Week) Perf Month – Performance (Month) Perf Quarter – Performance (Quarter) Perf Half Y - Performance (Half Year) Perf Year – (Year) Perf YTD - Performance (Year-To-Date) Beta - Beta ATR (14) – Average True Range Volatility – Volatility (Week, Month) Target Price – Analysts’ mean target price Price – Current stock price

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