JPMorgan Chase Financials
JPM Stock | USD 249.72 0.07 0.03% |
Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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Debt Equity Ratio | 1.89 | 1.3314 |
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Operating Income | 74.1 B | 70.5 B |
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Current Ratio | 27.31 | 26.0135 |
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The financial analysis of JPMorgan Chase is a critical element in measuring its lifeblood. Investors should not minimize JPMorgan Chase's ability to pay suppliers or employees on time, ensuring interest payments are not accumulating.
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JPMorgan | Select Account or Indicator |
Understanding current and past JPMorgan Chase Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of JPMorgan Chase's financial statements are interrelated, with each one affecting the others. For example, an increase in JPMorgan Chase's assets may result in an increase in income on the income statement.
JPMorgan Chase Stock Summary
JPMorgan Chase competes with Citigroup, Nu Holdings, HSBC Holdings, Bank of Montreal, and Bank of Nova Scotia. JPMorgan Chase Co. operates as a financial services company worldwide. JPMorgan Chase Co. was founded in 1799 and is headquartered in New York, New York. JP Morgan operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 288474 people.Foreign Associates | |
Specialization | Financial Services, Banks - Diversified |
Instrument | USA Stock View All |
Exchange | New York Stock Exchange |
ISIN | US46625H1005 |
CUSIP | 46625H100 16161A108 |
Location | New York; U.S.A |
Business Address | 383 Madison Avenue, |
Sector | Banks |
Industry | Financials |
Benchmark | Dow Jones Industrial |
Website | www.jpmorganchase.com |
Phone | 212 270 6000 |
Currency | USD - US Dollar |
JPMorgan Chase Key Financial Ratios
Return On Equity | 0.16 | ||||
Profit Margin | 0.33 % | ||||
Operating Margin | 0.44 % | ||||
Price To Sales | 4.34 X | ||||
Revenue | 145.67 B |
JPMorgan Chase Key Balance Sheet Accounts
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Total Assets | 2.7T | 3.4T | 3.7T | 3.7T | 3.9T | 4.1T | |
Net Debt | 144.4B | (101.2B) | (271.7B) | (100.5B) | (187.6B) | (178.2B) | |
Retained Earnings | 223.2B | 237.0B | 272.3B | 296.5B | 332.9B | 349.5B | |
Cash | 263.6B | 527.6B | 740.8B | 567.2B | 29.1B | 27.6B | |
Other Assets | 1.1T | 713.6B | 866.1B | 915.7B | 2.6T | 2.7T | |
Net Receivables | 122.6B | 90.5B | 102.6B | 125.2B | 107.4B | 73.8B | |
Total Liab | 2.4T | 3.1T | 3.4T | 3.4T | 3.5T | 3.7T | |
Total Current Assets | 747.6B | 1.6T | 1.7T | 1.6T | 1.2T | 1.2T | |
Short Term Debt | 40.9B | 45.2B | 53.6B | 44.0B | 44.7B | 33.9B | |
Other Current Liab | (251.3B) | (37.5B) | (169.2B) | (234.9B) | (162.0B) | (153.9B) | |
Accounts Payable | 210.4B | 140.3B | 169.2B | 188.7B | 162.0B | 164.4B | |
Long Term Debt | 137.1B | 187.8B | 301.0B | 190.6B | 391.8B | 232.0B | |
Good Will | 47.8B | 49.2B | 50.3B | 51.7B | 52.6B | 47.2B | |
Other Current Assets | 1.1T | 604.4B | 611.3B | 758.3B | 825.0B | 903.5B | |
Treasury Stock | (60.5B) | (83.0B) | (88.2B) | (105.4B) | (94.9B) | (90.1B) | |
Intangible Assets | 5.5B | 4.2B | 6.4B | 9.2B | 11.7B | 10.6B | |
Inventory | (1.1T) | (1.6T) | (1.7T) | (1.6T) | (1.9T) | (1.8T) | |
Net Tangible Assets | 234.3B | 249.3B | 208.1B | 264.9B | 304.7B | 203.4B | |
Long Term Debt Total | 137.1B | 187.8B | 301.0B | 190.6B | 171.5B | 217.0B |
JPMorgan Chase Key Income Statement Accounts
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Interest Expense | 26.8B | 10.0B | 5.6B | 26.1B | 81.3B | 85.4B | |
Operating Income | 45.1B | 41.8B | 65.0B | 52.5B | 70.5B | 74.1B | |
Ebit | (10.4B) | 41.8B | 65.0B | 52.5B | 70.5B | 74.1B | |
Ebitda | (2.0B) | 50.4B | 73.0B | 59.6B | 78.1B | 82.0B | |
Net Income | 36.4B | 29.1B | 48.3B | 37.7B | 49.6B | 52.0B | |
Income Tax Expense | 8.4B | 6.7B | 11.2B | 8.5B | 12.1B | 12.7B | |
Total Revenue | 115.7B | 119.9B | 121.7B | 128.6B | 145.7B | 153.0B | |
Gross Profit | 115.7B | 119.9B | 121.7B | 128.6B | 155.0B | 162.7B | |
Income Before Tax | 44.9B | 35.8B | 59.6B | 46.2B | 61.6B | 64.7B | |
Cost Of Revenue | 8.5B | 8.5B | 9.8B | 10.2B | (9.3B) | (8.8B) | |
Tax Provision | 8.1B | 6.3B | 11.2B | 8.5B | 12.1B | 10.0B | |
Net Interest Income | 57.2B | 54.6B | 52.3B | 66.7B | 89.3B | 62.9B | |
Interest Income | 84.0B | 64.5B | 57.9B | 92.8B | 170.6B | 87.8B |
JPMorgan Chase Key Cash Accounts
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Change In Cash | (15.2B) | 264.0B | 213.2B | (173.6B) | 56.9B | 59.8B | |
Free Cash Flow | 6.0B | (79.9B) | 78.1B | 107.1B | 13.0B | 13.6B | |
Depreciation | 8.4B | 8.6B | 7.9B | 7.1B | 7.5B | 4.1B | |
Other Non Cash Items | (41.9B) | (98.1B) | 27.5B | 85.3B | 13.5B | 14.2B | |
Dividends Paid | 12.3B | 12.7B | 12.9B | 13.6B | (13.5B) | (12.8B) | |
Net Income | 36.4B | 29.1B | 48.3B | 37.7B | 49.6B | 52.0B | |
End Period Cash Flow | 263.6B | 527.6B | 740.8B | 567.2B | 624.2B | 655.4B | |
Change To Inventory | (17.9B) | (42.4B) | (11.7B) | (55.7B) | 33.0B | 34.6B | |
Investments | 4.7B | (204.3B) | (26.5B) | 3.1B | 67.6B | 71.0B | |
Change Receivables | (78M) | (18.0B) | (12.4B) | (23.0B) | (20.7B) | (19.6B) | |
Net Borrowings | (35.7B) | 9.6B | 14.5B | 32.4B | 37.2B | 39.1B | |
Change To Netincome | 22.4B | 27.2B | (14.1B) | 29.7B | 26.7B | 28.1B |
JPMorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining JPMorgan Chase's current stock value. Our valuation model uses many indicators to compare JPMorgan Chase value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across JPMorgan Chase competition to find correlations between indicators driving JPMorgan Chase's intrinsic value. More Info.JPMorgan Chase Co is rated second overall in return on equity category among its peers. It also is rated second overall in return on asset category among its peers reporting about 0.08 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for JPMorgan Chase Co is roughly 12.20 . At this time, JPMorgan Chase's Return On Equity is very stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value JPMorgan Chase by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.JPMorgan Chase Systematic Risk
JPMorgan Chase's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. JPMorgan Chase volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on JPMorgan Chase correlated with the market. If Beta is less than 0 JPMorgan Chase generally moves in the opposite direction as compared to the market. If JPMorgan Chase Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one JPMorgan Chase is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of JPMorgan Chase is generally in the same direction as the market. If Beta > 1 JPMorgan Chase moves generally in the same direction as, but more than the movement of the benchmark.
JPMorgan Chase Thematic Clasifications
JPMorgan Chase Co is part of several thematic ideas from FinTech to Baby Boomer Prospects. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasToday, most investors in JPMorgan Chase Stock are looking for potential investment opportunities by analyzing not only static indicators but also various JPMorgan Chase's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of JPMorgan Chase growth as a starting point in their analysis.
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JPMorgan Chase November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of JPMorgan Chase help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of JPMorgan Chase Co. We use our internally-developed statistical techniques to arrive at the intrinsic value of JPMorgan Chase Co based on widely used predictive technical indicators. In general, we focus on analyzing JPMorgan Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build JPMorgan Chase's daily price indicators and compare them against related drivers.
Downside Deviation | 1.6 | |||
Information Ratio | 0.037 | |||
Maximum Drawdown | 15.87 | |||
Value At Risk | (2.00) | |||
Potential Upside | 2.05 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Is Diversified Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JPMorgan Chase. If investors know JPMorgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JPMorgan Chase listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.009 | Dividend Share 4.6 | Earnings Share 17.98 | Revenue Per Share 56.043 | Quarterly Revenue Growth 0.03 |
The market value of JPMorgan Chase is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Chase's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Chase's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Chase's market value can be influenced by many factors that don't directly affect JPMorgan Chase's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.