JPMorgan Financial Statements From 2010 to 2024

JPM Stock  USD 185.80  4.55  2.51%   
JPMorgan Chase financial statements provide useful quarterly and yearly information to potential JPMorgan Chase Co investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on JPMorgan Chase financial statements helps investors assess JPMorgan Chase's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting JPMorgan Chase's valuation are summarized below:
Gross Profit
122.3 B
Profit Margin
0.3357
Market Capitalization
533.6 B
Revenue
150 B
Earnings Share
16.57
There are over one hundred nineteen available fundamental trends for JPMorgan Chase, which can be analyzed over time and compared to other ratios. Self-guided Investors are advised to confirm JPMorgan Chase's regular fundamentals against the trend between 2010 and 2024 to make sure the company can sustain itself next year. As of the 20th of April 2024, Market Cap is likely to grow to about 361.4 B. Also, Enterprise Value is likely to grow to about 353.5 B

JPMorgan Chase Total Revenue

162.7 Billion

Check JPMorgan Chase financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among JPMorgan main balance sheet or income statement drivers, such as Interest Expense of 85.4 B, Other Operating Expenses of 91.5 B or Operating Income of 64.7 B, as well as many exotic indicators such as Price To Sales Ratio of 1.79, Dividend Yield of 0.0501 or PTB Ratio of 1.03. JPMorgan financial statements analysis is a perfect complement when working with JPMorgan Chase Valuation or Volatility modules.
  
This module can also supplement JPMorgan Chase's financial leverage analysis and stock options assessment as well as various JPMorgan Chase Technical models . Check out the analysis of JPMorgan Chase Correlation against competitors.

JPMorgan Chase Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Common Stock Shares Outstanding2.5 B2.9 B3.2 B
Very volatile
Total Assets4.1 T3.9 T2.7 T
Slightly volatile
Short and Long Term Debt Total257.2 B436.5 B390 B
Slightly volatile
Total Current Liabilities42.5 B44.7 B145.6 B
Slightly volatile
Total Stockholder Equity344.3 B327.9 B243.2 B
Slightly volatile
Property Plant And Equipment Net31.7 B30.2 B19.1 B
Slightly volatile
Retained Earnings349.5 B332.9 B189.1 B
Slightly volatile
Cash655.4 B624.2 B402.2 B
Slightly volatile
Non Current Assets Total89.8 B94.5 B454.7 B
Slightly volatile
Other Assets3.6 T3.5 T1.8 T
Slightly volatile
Cash And Short Term Investments328.4 B305.2 B595.3 B
Pretty Stable
Net Receivables80.3 B107.4 B125.4 B
Pretty Stable
Liabilities And Stockholders Equity4.1 T3.9 T2.7 T
Slightly volatile
Non Current Liabilities Total682.7 B414.8 B1.2 T
Very volatile
Total Liabilities3.7 T3.5 T2.5 T
Slightly volatile
Property Plant And Equipment Gross31.7 B30.2 B19.2 B
Slightly volatile
Total Current Assets314.6 B305.2 B498.1 B
Slightly volatile
Short Term Debt33.9 B44.7 B43.5 B
Very volatile
Common Stock Total Equity3.9 B4.7 B3.9 B
Slightly volatile
Other Liabilities6.7 BB213.8 B
Slightly volatile
Accounts Payable190.2 B162 B212.8 B
Very volatile
Long Term Debt232 B391.8 B247.1 B
Pretty Stable
Good Will47.9 B52.6 B46.5 B
Slightly volatile
Short Term Investments262 B192.5 B296.1 B
Very volatile
Other Current Assets1.1 T1.7 T1.2 T
Slightly volatile
Preferred Stock Total Equity17 B31.5 B21.4 B
Slightly volatile
Intangible Assets12.1 B11.7 B8.9 B
Slightly volatile
Property Plant Equipment33.5 B31.9 B19.8 B
Slightly volatile
Net Tangible Assets203.4 B304.7 B198.5 B
Slightly volatile
Retained Earnings Total Equity179.9 B340.9 B182.4 B
Slightly volatile
Long Term Debt Total217 B171.5 B247.7 B
Slightly volatile
Capital Surpluse73.8 B80.1 B89.8 B
Slightly volatile
Long Term Investments814.4 B973.9 B750.6 B
Slightly volatile
Non Current Liabilities Other472.4 B573.6 B436.9 B
Slightly volatile
Short and Long Term Debt42.5 B44.7 B294.4 B
Slightly volatile
Earning Assets1.6 T1.7 T1.4 T
Slightly volatile
Net Invested Capital762.4 B737 B678.2 B
Slightly volatile
Current Deferred Revenue81.7 B91.9 B100.1 B
Slightly volatile
Capital Stock36.2 B36.2 B32 B
Slightly volatile

JPMorgan Chase Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Other Operating Expenses91.5 B87.2 B62.8 B
Slightly volatile
Operating Income64.7 B61.6 B40.4 B
Slightly volatile
Net Income52 B49.6 B28.5 B
Slightly volatile
Depreciation And Amortization4.2 B7.5 B5.9 B
Slightly volatile
Selling General Administrative48.8 B46.5 B32.7 B
Slightly volatile
Total Revenue162.7 B155 B106.2 B
Slightly volatile
Gross Profit162.7 B155 B104.6 B
Slightly volatile
Selling And Marketing Expenses2.5 B4.6 B2.8 B
Slightly volatile
Cost Of Revenue18.1 B9.2 B14.8 B
Slightly volatile
Net Income Applicable To Common Shares43.3 B41.3 B27.1 B
Slightly volatile
Net Income From Continuing Ops32.8 B49.6 B30.9 B
Slightly volatile
Minority Interest31.9 B23.5 B37 B
Slightly volatile
Tax Provision10 B12.1 B8.2 B
Slightly volatile
Net Interest Income62.9 B89.3 B53 B
Slightly volatile
Interest Income87.8 B170.6 B70.7 B
Slightly volatile
Reconciled Depreciation8.4 B7.5 BB
Slightly volatile

JPMorgan Chase Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Begin Period Cash Flow595.6 B567.2 B244.2 B
Slightly volatile
Depreciation4.1 B7.5 B5.9 B
Slightly volatile
End Period Cash Flow655.4 B624.2 B260.9 B
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio1.793.22592.7238
Slightly volatile
Dividend Yield0.05010.02690.0338
Pretty Stable
PTB Ratio1.031.52451.2168
Slightly volatile
Days Sales Outstanding248253430
Pretty Stable
Book Value Per Share11711273.7079
Slightly volatile
Invested Capital2.071.33141.8859
Slightly volatile
PB Ratio1.031.52451.2168
Slightly volatile
EV To Sales2.672.01513.1546
Slightly volatile
ROIC0.120.06480.0654
Pretty Stable
Net Income Per Share17.7116.86258.9311
Slightly volatile
Sales General And Administrative To Revenue0.360.29990.3184
Pretty Stable
Cash Per Share292278208
Slightly volatile
Interest Coverage0.720.75763.1488
Very volatile
PE Ratio9.6210.087510.9885
Pretty Stable
Earnings Yield0.06420.09910.0954
Slightly volatile
Intangibles To Total Assets0.02860.01660.0213
Slightly volatile
Current Ratio7.176.82633.6778
Slightly volatile
Tangible Book Value Per Share94.1589.667557.7642
Slightly volatile
Receivables Turnover1.371.44331.0035
Pretty Stable
Graham Number216206120
Slightly volatile
Shareholders Equity Per Share11711273.7079
Slightly volatile
Debt To Equity2.071.33141.8859
Slightly volatile
Revenue Per Share55.3752.729932.568
Slightly volatile
Interest Debt Per Share185176130
Slightly volatile
Debt To Assets0.110.11260.1551
Slightly volatile
Price Earnings Ratio9.6210.087510.9885
Pretty Stable
Price Book Value Ratio1.031.52451.2168
Slightly volatile
Operating Profit Margin0.720.39760.4603
Pretty Stable
Company Equity Multiplier15.0511.819611.9803
Pretty Stable
Long Term Debt To Capitalization0.430.54440.5809
Slightly volatile
Total Debt To Capitalization0.70.57110.6456
Slightly volatile
Return On Capital Employed0.01530.01610.0194
Slightly volatile
Debt Equity Ratio2.071.33141.8859
Slightly volatile
Ebit Per Revenue0.720.39760.4603
Pretty Stable
Quick Ratio21.720.665615.1564
Very volatile
Net Income Per E B T0.60.80430.7448
Very volatile
Cash Ratio14.6613.95947.4405
Pretty Stable
Days Of Sales Outstanding248253430
Pretty Stable
Price To Book Ratio1.031.52451.2168
Slightly volatile
Fixed Asset Turnover4.485.13825.6643
Slightly volatile
Debt Ratio0.110.11260.1551
Slightly volatile
Price Sales Ratio1.793.22592.7238
Slightly volatile
Asset Turnover0.04980.040.0403
Pretty Stable
Price Fair Value1.031.52451.2168
Slightly volatile

JPMorgan Chase Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Market Cap361.4 B344.2 B305.9 B
Slightly volatile
Enterprise Value353.5 B336.7 B290.6 B
Slightly volatile

JPMorgan Fundamental Market Drivers

Forward Price Earnings11.3895
Cash And Short Term Investments305.2 B

JPMorgan Upcoming Events

12th of April 2024
Upcoming Quarterly Report
View
12th of July 2024
Next Financial Report
View
31st of March 2024
Next Fiscal Quarter End
View
10th of January 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
View
31st of December 2023
Last Financial Announcement
View

About JPMorgan Chase Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include JPMorgan Chase income statement, its balance sheet, and the statement of cash flows. JPMorgan Chase investors use historical funamental indicators, such as JPMorgan Chase's revenue or net income, to determine how well the company is positioned to perform in the future. Although JPMorgan Chase investors may use each financial statement separately, they are all related. The changes in JPMorgan Chase's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on JPMorgan Chase's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on JPMorgan Chase Financial Statements. Understanding these patterns can help to make the right decision on long term investment in JPMorgan Chase. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Current Deferred Revenue91.9 B81.7 B
Total Revenue155 B162.7 B
Cost Of Revenue9.2 B18.1 B
Stock Based Compensation To Revenue 0.04  0.04 
Sales General And Administrative To Revenue 0.30  0.36 
Research And Ddevelopement To Revenue 0.00  0.00 
Capex To Revenue(0.01)(0.01)
Revenue Per Share 52.73  55.37 
Ebit Per Revenue 0.40  0.72 

JPMorgan Chase Investors Sentiment

The influence of JPMorgan Chase's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in JPMorgan. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to JPMorgan Chase's public news can be used to forecast risks associated with an investment in JPMorgan. The trend in average sentiment can be used to explain how an investor holding JPMorgan can time the market purely based on public headlines and social activities around JPMorgan Chase Co. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
JPMorgan Chase's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for JPMorgan Chase's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average JPMorgan Chase's news discussions. The higher the estimated score, the more favorable is the investor's outlook on JPMorgan Chase.

JPMorgan Chase Implied Volatility

    
  45.79  
JPMorgan Chase's implied volatility exposes the market's sentiment of JPMorgan Chase Co stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JPMorgan Chase's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that JPMorgan Chase stock will not fluctuate a lot when JPMorgan Chase's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards JPMorgan Chase in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, JPMorgan Chase's short interest history, or implied volatility extrapolated from JPMorgan Chase options trading.

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When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:

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When running JPMorgan Chase's price analysis, check to measure JPMorgan Chase's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.
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Is JPMorgan Chase's industry 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
0.083
Dividend Share
4.25
Earnings Share
16.57
Revenue Per Share
51.302
Quarterly Revenue Growth
0.11
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.