Tearsheet

JPMorgan Chase (JPM)

Market Price (9/15/2025): $306.9 | Market Cap: $855.9 Bil
Sector: Financials | Industry: Diversified Banks

JPMorgan Chase (JPM)

Market Price (9/15/2025): $306.9
Market Cap: $855.9 Bil
Sector: Financials
Industry: Diversified Banks

Investment Highlights

0	Attractive yield Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.6%	Trading close to highs Dist 52W High is 0.0%, Dist 3Y High is 0.0%	Not cash flow generative CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -85%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -85%
1	Cash is significant % of market cap Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -48%
2	Low stock price volatility Vol 12M is 27%
3	Capital ratio is >2x the minimum of 6% Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 16%

0	Attractive yield Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.6%
1	Cash is significant % of market cap Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -48%
2	Low stock price volatility Vol 12M is 27%
3	Capital ratio is >2x the minimum of 6% Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 16%
4	Trading close to highs Dist 52W High is 0.0%, Dist 3Y High is 0.0%
5	Not cash flow generative CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -85%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -85%

Market Valuation

	9/15/25	2024	2023	2022	2021
Share Price CYE	$306.90	$237.02	$164.27	$125.75	$143.95
Market Cap CYE ($ Bil)	855.9	672.4	478.8	372.6	428.5
Total Debt ($ Bil)	485.1	454.3	436.5	339.9	354.6
Total Cash ($ Bil)	420.3	469.3	624.2	567.2	740.8
Enterprise Value ($ Bil)	920.6	1,126.7	915.3	712.5	783.1
Valuation Ratios
P/S TTM	4.9	4.1	3.2	3.1	3.9
P/EBIT TTM	0.0	0.0	0.0	0.0	0.0
P/E TTM	15.1	11.8	10.1	10.6	9.9
Sector Ratios
P/S TTM (Sector)	3.2	3.1	2.8	2.8	3.4
P/EBIT TTM (Sector)	7.2	6.9	7.1	7.1	7.0
P/E TTM (Sector)	12.8	11.6	10.1	9.4	10.0

	9/15/25	2024	2023
Share Price CYE	$306.90	$237.02	$164.27
Market Cap CYE ($ Bil)	855.9	672.4	478.8
Total Debt ($ Bil)	485.1	454.3	436.5
Total Cash ($ Bil)	420.3	469.3	624.2
Enterprise Value ($ Bil)	920.6	1,126.7	915.3
Valuation Ratios
P/S TTM	4.9	4.1	3.2
P/EBIT TTM	0.0	0.0	0.0
P/E TTM	15.1	11.8	10.1
Sector Ratios
P/S TTM (Sector)	3.2	3.1	2.8
P/EBIT TTM (Sector)	7.2	6.9	7.1
P/E TTM (Sector)	12.8	11.6	10.1

Stock Price
Market Cap

Stock Price Chart

Return (1Y):

Market Cap Chart

Business Description

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). Show more 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. Show less

Price Returns Compared

Expand for Detailed View

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
JPM Return	-6%	28%	-13%	31%	44%	29%	157%
Peers Return	-8%	37%	-16%	18%	41%	27%	125%
S&P 500 Return	16%	27%	-19%	24%	23%	12%	104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: BAC, WFC, MS, C, JPM. See JPM Returns vs. Peers.
[3] 2025 data is for the year up to 9/12/2025 (YTD)

Interactive Breakdown

JPMorgan Chase Interactive Breakdown Analysis

Latest Trefis Analyses

	Title	Topic	Date
0	DASHBOARDS
1	Why JPMorgan Chase Stock Moved: JPM Stock Has Gained 144% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)
2	JPMorgan Chase (JPM) Valuation Ratios Comparison	Financials
3	JPM Dip Buy Analysis
4	Day 6 of Gains Streak for JPMorgan Chase Stock with 7.1% Return (vs. 22% YTD) [6/26/2025]
5	JPMorgan Chase Total Shareholder Return (TSR): 44.3% in 2024 and 18.1% 3-yr compounded annual returns (above peer average)
6	JPMorgan Chase (JPM) Operating Cash Flow Comparison	Financials
7	JPMorgan Chase (JPM) Net Income Comparison	Financials
8	JPM YTD Stock Return Of 49% Outperforms RY by 20% and Underperforms WFC by -5.2%	Return
9	JPMorgan Chase (JPM) worth $722 Bil (up $70 Bil), more valuable than Eli Lilly and	Notification
10	JPMorgan Chase vs. S&P500 Correlation	Correlation
11	ARTICLES
12	Large Cap Stocks Trading At 52-Week High		July 26th, 2025
13	How Will JPMorgan Chase Stock React To Its Upcoming Earnings?		July 7th, 2025
14	JPM Stock Up 7.1% after 6-Day Win Streak		June 27th, 2025
15	What’s New With JPMorgan Stock?		June 3rd, 2025
16	JPMorgan Stock Is Up 48% YTD, Where Is It Headed?		December 6th, 2024

	Title
0	DASHBOARDS
1	Large Cap Stocks Trading At 52-Week High
2	How Will JPMorgan Chase Stock React To Its Upcoming Earnings?
3	JPM Stock Up 7.1% after 6-Day Win Streak
4	What’s New With JPMorgan Stock?
5	JPMorgan Stock Is Up 48% YTD, Where Is It Headed?
6	ARTICLES
7	Why JPMorgan Chase Stock Moved: JPM Stock Has Gained 144% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)
8	JPMorgan Chase (JPM) Valuation Ratios Comparison
9	JPM Dip Buy Analysis
10	Day 6 of Gains Streak for JPMorgan Chase Stock with 7.1% Return (vs. 22% YTD) [6/26/2025]
11	JPMorgan Chase Total Shareholder Return (TSR): 44.3% in 2024 and 18.1% 3-yr compounded annual returns (above peer average)
12	JPMorgan Chase (JPM) Operating Cash Flow Comparison
13	JPMorgan Chase (JPM) Net Income Comparison
14	JPM YTD Stock Return Of 49% Outperforms RY by 20% and Underperforms WFC by -5.2%
15	JPMorgan Chase (JPM) worth $722 Bil (up $70 Bil), more valuable than Eli Lilly and
16	JPMorgan Chase vs. S&P500 Correlation

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	GCTK	GlucoTrack	117.5%	-97.6%
2	OPI	Office Properties Income Trust	78.6%	-42.6%
3	HCWB	HCW Biologics	68.4%	-68.7%
4	AGAE	Allied Gaming & Entertainment	62.4%	86.8%
5	ATCH	AtlasClear	53.4%	-95.9%
6	SONN	Sonnet BioTherapeutics	49.0%	304.1%
7	EVTV	Envirotech Vehicles	48.4%	-66.3%
8	ISPC	iSpecimen	47.7%	-26.6%
9	ENTO	Entero Therapeutics	37.0%	68.8%
10	IBEX	IBEX	36.5%	93.5%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	NXTT	Next Technology	-57.4%	-93.8%
2	VCIG	VCI Global	-42.8%	-98.7%
3	RENT	Rent the Runway	-36.4%	-40.9%
4	NUAI	New Era Energy & Digital	-30.5%
5	AEI	Alset	-29.6%	156.9%
6	NAKA	Kindly MD	-29.5%
7	XTIA	XTI Aerospace	-24.6%	-85.8%
8	FARM	Farmer Bros	-21.5%	1.7%
9	FEIM	Frequency Electronics	-21.0%	46.5%
10	MSS	Maison Solutions	-20.4%	-27.6%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	OCTO	Eightco	900.0%	562.1%
2	QMMM	QMMM	875.3%	5698.4%
3	WLDS	Wearable Devices	780.4%	8.0%
4	CWD	CaliberCos	268.8%	-45.1%
5	AIRE	ReAlpha Tech	257.5%	-49.8%
6	PTNM	Pitanium	154.0%
7	OPI	Office Properties Income Trust	144.0%	-42.6%
8	HYPD	Hyperion DeFi	144.0%
9	ISPC	iSpecimen	128.4%	-26.6%
10	EDHL	Everbright Digital	127.6%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	DGNX	Diginex	-85.6%
2	LGCL	Lucas GC	-69.1%	-76.6%
3	YYGH	YY	-68.7%	-76.6%
4	BINI	Bollinger Innovations	-61.6%	-100.0%
5	IPDN	Professional Diversity Network	-54.5%	-41.4%
6	INHD	Inno	-53.4%	-4.4%
7	CDT	CDT Equity	-49.2%	-99.4%
8	NFE	New Fortress Energy	-46.5%	-91.3%
9	TGHL	Growhub	-44.8%
10	SLXN	Silexion Therapeutics	-43.1%	-86.5%

1 Month Top Gainers

#	Ticker	Company	1M Rtn	YTD Rtn
1	PMI	Picard Medical	11249.2%	11249.2%
2	GIBO	GIBO	7400.0%
3	LNZA	LanzaTech Global	4710.5%	-85.8%
4	CHSN	Chanson International	3717.0%	-99.3%
5	QMMM	QMMM	2669.4%	5698.4%
6	VTAK	Catheter Precision	1332.7%	-71.4%
7	CURX	Curanex Pharmaceuticals	1309.0%	1309.0%
8	OCTO	Eightco	811.9%	562.1%
9	WLDS	Wearable Devices	708.6%	8.0%
10	PTNM	Pitanium	423.7%

1 Month Top Losers

#	Ticker	Company	1M Rtn	YTD Rtn
1	BINI	Bollinger Innovations	-93.4%	-100.0%
2	ETS	Elite Express	-92.8%	-92.8%
3	CJET	Chijet Motor	-92.7%	-94.6%
4	ELPW	Elong Power	-91.7%	-75.8%
5	STFS	Star Fashion Culture	-91.4%	-97.8%
6	JEM	707 Cayman	-90.4%	-98.0%
7	FLYE	Fly-E	-90.4%	-82.8%
8	NXTT	Next Technology	-89.3%	-93.8%
9	NUTR	NusaTrip	-87.2%	-87.2%
10	CUPR	Cuprina	-84.3%

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	GCTK	GlucoTrack	117.5%	-97.6%
2	OPI	Office Properties Income Trust	78.6%	-42.6%
3	HCWB	HCW Biologics	68.4%	-68.7%
4	AGAE	Allied Gaming & Entertainment	62.4%	86.8%
5	ATCH	AtlasClear	53.4%	-95.9%
6	SONN	Sonnet BioTherapeutics	49.0%	304.1%
7	EVTV	Envirotech Vehicles	48.4%	-66.3%
8	ISPC	iSpecimen	47.7%	-26.6%
9	ENTO	Entero Therapeutics	37.0%	68.8%
10	IBEX	IBEX	36.5%	93.5%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	NXTT	Next Technology	-57.4%	-93.8%
2	VCIG	VCI Global	-42.8%	-98.7%
3	RENT	Rent the Runway	-36.4%	-40.9%
4	NUAI	New Era Energy & Digital	-30.5%
5	AEI	Alset	-29.6%	156.9%
6	NAKA	Kindly MD	-29.5%
7	XTIA	XTI Aerospace	-24.6%	-85.8%
8	FARM	Farmer Bros	-21.5%	1.7%
9	FEIM	Frequency Electronics	-21.0%	46.5%
10	MSS	Maison Solutions	-20.4%	-27.6%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	OCTO	Eightco	900.0%	562.1%
2	QMMM	QMMM	875.3%	5698.4%
3	WLDS	Wearable Devices	780.4%	8.0%
4	CWD	CaliberCos	268.8%	-45.1%
5	AIRE	ReAlpha Tech	257.5%	-49.8%
6	PTNM	Pitanium	154.0%
7	OPI	Office Properties Income Trust	144.0%	-42.6%
8	HYPD	Hyperion DeFi	144.0%
9	ISPC	iSpecimen	128.4%	-26.6%
10	EDHL	Everbright Digital	127.6%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	DGNX	Diginex	-85.6%
2	LGCL	Lucas GC	-69.1%	-76.6%
3	YYGH	YY	-68.7%	-76.6%
4	BINI	Bollinger Innovations	-61.6%	-100.0%
5	IPDN	Professional Diversity Network	-54.5%	-41.4%
6	INHD	Inno	-53.4%	-4.4%
7	CDT	CDT Equity	-49.2%	-99.4%
8	NFE	New Fortress Energy	-46.5%	-91.3%
9	TGHL	Growhub	-44.8%
10	SLXN	Silexion Therapeutics	-43.1%	-86.5%

Peer Comparisons for JPMorgan Chase

Financials

	JPM	BAC	WFC	MS	C	Median
Name	JPMorgan.	Bank of .	Wells Fa.	Morgan S.	Citigroup
Mkt Price	306.91	50.58	81.46	156.39	99.44	99.44
Mkt Cap	855.9	388.3	263.3	246.6	184.6	263.3
Rev LTM	175,656	103,435	81,462	61,503	83,113	83,113
Op Inc LTM	-	-	-	-	-	-
FCF LTM	-148,615	4,550	-9,143	-20,941	-93,686	-20,941
FCF 3Y Avg	-56,104	24,365	13,467	-25,282	-65,690	-25,282
CFO LTM	-148,615	4,550	-9,143	-17,670	-87,165	-17,670
CFO 3Y Avg	-56,104	24,365	13,467	-21,957	-59,182	-21,957

Growth & Margins

	JPM	BAC	WFC	MS	C	Median
Name	JPMorgan.	Bank of .	Wells Fa.	Morgan S.	Citigroup
Rev Chg LTM	8.2%	5.4%	-1.7%	16.7%	6.3%	6.3%
Rev Chg 3Y Avg	13.5%	5.0%	2.8%	5.0%	4.3%	5.0%
Rev Chg Q	6.7%	6.0%	-0.6%	11.3%	8.1%	6.7%
QoQ Delta Rev Chg LTM	1.6%	1.5%	-0.1%	2.6%	2.0%	1.6%
Op Mgn LTM	-	-	-	-	-	-
Op Mgn 3Y Avg	-	-	-	-	-	-
QoQ Delta Op Mgn LTM	-	-	-	-	-	-
CFO/Rev LTM	-84.6%	4.4%	-11.2%	-28.7%	-104.9%	-28.7%
CFO/Rev 3Y Avg	-32.5%	24.8%	16.4%	-41.3%	-74.6%	-32.5%
FCF/Rev LTM	-84.6%	4.4%	-11.2%	-34.0%	-112.7%	-34.0%
FCF/Rev 3Y Avg	-32.5%	24.8%	16.4%	-47.4%	-82.8%	-32.5%

Valuation

	JPM	BAC	WFC	MS	C	Median
Name	JPMorgan.	Bank of .	Wells Fa.	Morgan S.	Citigroup
Mkt Cap	855.9	388.3	263.3	246.6	184.6	263.3
P/S	4.9	3.8	3.2	4.0	2.2	3.8
P/EBIT	-	-	-	-	-	-
P/E	15.1	13.9	12.8	16.7	13.0	13.9
P/CFO	-5.8	85.4	-28.8	-14.0	-2.1	-5.8
Total Yield	6.6%	7.2%	9.8%	6.0%	7.7%	7.2%
Dividend Yield	0.0%	0.0%	2.0%	0.0%	0.0%	0.0%
FCF Yield 3Y Avg	-7.4%	8.7%	8.1%	-16.0%	-56.0%	-7.4%
D/E	0.6	0.9	0.8	1.4	2.0	0.9
Net D/E	-0.5	-0.8	-0.6	1.0	-1.0	-0.6

Returns

	JPM	BAC	WFC	MS	C	Median
Name	JPMorgan.	Bank of .	Wells Fa.	Morgan S.	Citigroup
1M Rtn	5.7%	8.4%	5.7%	8.1%	6.1%	6.1%
3M Rtn	15.8%	15.4%	13.2%	21.6%	31.1%	15.8%
6M Rtn	32.9%	25.1%	16.3%	37.6%	46.7%	32.9%
12M Rtn	52.8%	33.9%	57.8%	63.9%	77.7%	57.8%
3Y Rtn	180.1%	58.7%	99.8%	96.8%	130.2%	99.8%
1M Excs Rtn	3.8%	5.8%	2.8%	4.0%	3.2%	3.8%
3M Excs Rtn	5.5%	5.1%	1.8%	10.5%	19.0%	5.5%
6M Excs Rtn	17.9%	9.7%	1.1%	22.9%	30.8%	17.9%
12M Excs Rtn	32.1%	12.0%	34.5%	46.9%	57.1%	34.5%
3Y Excs Rtn	119.5%	-2.3%	35.8%	34.5%	63.9%	35.8%

Comparison Analyses

	Title
0	GOOG Could Deliver 24% Returns And Outperform JPM
1	JP Morgan Chase Or Fairly Valued Stocks: Which Is A Better Investment? 6/3/2021
2	JP Morgan Chase Or High Dividend Yield Stocks: Which Is A Better Investment? 6/3/2021
3	JP Morgan Chase Or Large Cap Stocks: Which Is A Better Investment? 6/3/2021
4	JP Morgan Chase Or Moderately Growing Stocks: Which Is A Better Investment? 6/3/2021
5	JP Morgan Chase Or Highly Profitable Stocks: Which Is A Better Investment? 6/3/2021
6	JP Morgan Chase vs Microsoft: Which Stock Is A Better Investment?
7	JP Morgan Chase vs Apple: Which Stock Is A Better Investment?
8	JP Morgan Chase vs Comcast: Which Stock Is A Better Investment?
9	JP Morgan Chase vs Visa: Which Stock Is A Better Investment?

FDIC Bank Data

Bank Capital

FDIC Data As Of	12312024
CAPITAL
Equity Total Capital ($ Bil)	313
Tier 1 (Core) Capital ($ Bil)	276
ASSETS
Total Assets ($ Bil)	3,459
Adjusted Average Assets ($ Bil)	3,491
Risk Weighted Assets Adjusted ($ Bil)	1,719
LEVERAGE RATIOS
Tier 1 Capital / Total Assets Ratio	8.0%
Tier 1 Capital / Adjusted Avg Assets Ratio	7.9%
Tier 1 Capital / Risk Wtd Assets Ratio	16.0%

Bank Deposits

FDIC Data As Of	12312024
DEPOSITS
Total Deposits ($ Bil)	2,517
Uninsured Deposits ($ Bil)	1,151
Uninsured Deposits Ratio %	45.7%

Bank Assets

FDIC Data As Of	12312024
ASSETS
Cash Balance ($ Bil)	471
Securities ($ Bil)	682
Net Loans ($ Bil)	1,336
Trading Assets ($ Bil)	374
Bank Premises Assets ($ Bil)	28
Other Real Estate Owned ($ Bil)	0
Goodwill & Intangibles ($ Bil)	51
Other Assets ($ Bil)	203
Total Assets (Sum) ($ Bil)	3,145
Total Assets (Reported) ($ Bil)	3,459
Risk Weighted Assets ($ Bil)	1,719
SECURITIES DETAILS
US Govt Securities ($ Bil)	532
Equity Securities Not Held for Trading ($ Bil)	0
Total Debt Securities ($ Bil)	681
Mortgage-Backed Securities ($ Bil)	215
SECURITIES VALUATION
Securities Held to Maturity (Book Value) ($ Bil)	275
Securities Available for Sale (Fair Market) ($ Bil)	407

Bank Loans

[valid:true, table:

FDIC Data As Of	12312024
LOAN DETAILS
All Real Estate Loans ($ Bil)	495
Farm Loans ($ Bil)	0
Commercial and Industrial Loans ($ Bil)	209
Loans to Individuals (CC, revolving credit, auto, other) (non-mortgage) ($ Bil)	285
Commercial Real Estate Loans not Secured by Real Estate ($ Bil)	22
Commercial Real Estate Owner-Occupied ($ Bil)	15
Commercial Real Estate Other Non-Farm Non-Residential ($ Bil)	35
Total Net Loans ($ Bil)	1,336

, map:[FDIC Data As Of:12312024, LOAN DETAILS:null, All Real Estate Loans ($ Bil):494.823000, Farm Loans ($ Bil):0.492000, Commercial and Industrial Loans ($ Bil):209.019000, Loans to Individuals (CC, revolving credit, auto, other) (non-mortgage) ($ Bil):284.601000, Commercial Real Estate Loans not Secured by Real Estate ($ Bil):22.473000, Commercial Real Estate Owner-Occupied ($ Bil):15.242000, Commercial Real Estate Other Non-Farm Non-Residential ($ Bil):35.151000, Total Net Loans ($ Bil):1335.559000]]

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2024	2023	2022	2021	2020	2019
Period End		12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Filing Date		2/14/2025	2/16/2024	2/21/2023	2/22/2022	2/23/2021	2/25/2020
Key Financials
Total Revenue	175,656	169,439	154,952	127,727	121,685	119,883	115,720
Net Income	56,533	58,471	49,552	37,676	48,334	29,131	36,431
EPS	19.53	19.79	16.25	12.10	15.39	8.89	10.75
Growth Rates
Total Revenue Growth	8.2%	9.3%	21.3%	5.0%	1.5%	3.6%	6.4%
Net Income Growth	4.6%	18.0%	31.5%	-22.1%	65.9%	-20.0%	12.2%
Margins
Net Income Margin	32.2%	34.5%	32.0%	29.5%	39.7%	24.3%	31.5%
Cash & Debt
Total Cash	893,851	866,007	816,636	763,933	1,031,091	883,560	604,005
Total Debt	485,095	454,311	436,537	339,892	354,599	326,893	332,418
Net Debt / (Cash)	-408,756	-411,696	-380,099	-424,041	-676,492	-556,667	-271,587
Cash Flows
Net Cash from Operations	-148,615	-42,012	12,974	107,119	78,084	-79,910	4,092
Free Cash from Operations	-148,615	-42,012	12,974	107,119	78,084	-79,910	4,092
Returns to Shareholders
Dividends	15,541	14,783	13,463	13,562	12,858	12,690	12,343
Share Repurchases	32,546	28,680	9,824	10,596	20,983	7,947	28,076

$ Mil \| FY: 12/31	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3
Period End	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Filing Date	8/5/2025	5/1/2025	2/14/2025	10/30/2024	8/2/2024	5/1/2024	2/16/2024	11/1/2023	8/3/2023	5/3/2023	2/21/2023	11/3/2022
Key Financials Quarterly
Total Revenue	44,882	45,327	42,791	42,656	42,068	41,908	38,600	39,761	38,582	38,348	33,598	32,702
Net Income	14,987	14,643	14,005	12,898	18,149	13,419	9,307	13,151	14,472	12,622	11,008	9,737
EPS	5.25	5.08	4.82	4.38	6.13	4.45	3.04	4.33	4.76	4.11	3.58	3.13
Key Financials TTM
Total Revenue TTM	175,656	172,842	169,423	165,232	162,337	158,851	155,291	150,289	143,230	135,357	127,727	123,417
Net Income TTM	56,533	59,695	58,471	53,773	54,026	50,349	49,552	51,253	47,839	42,016	37,676	37,067
Growth Rates Quarterly
Total Revenue Growth	6.7%	8.2%	10.9%	7.3%	9.0%	9.3%	14.9%	21.6%	25.6%	24.8%	14.7%	10.3%
Net Income Growth	-17.4%	9.1%	50.5%	-1.9%	25.4%	6.3%	-15.5%	35.1%	67.3%	52.4%	5.9%	-16.7%
Margins Quarterly
Net Income Margin	33.4%	32.3%	32.7%	30.2%	43.1%	32.0%	24.1%	33.1%	37.5%	32.9%	32.8%	29.8%
Cash & Debt
Total Cash	893,851	813,883	866,007	757,724	787,925	787,462	816,636	695,940	685,521	729,509	763,933	821,213
Total Debt	485,095	472,204	454,311	460,795	441,336	442,140	436,537	408,263	405,100	337,730	339,892	335,339
Net Debt / (Cash)	-408,756	-341,679	-411,696	-296,929	-346,589	-345,322	-380,099	-287,677	-280,421	-391,779	-424,041	-485,874
Cash Flows Quarterly
FCF from Operations	29,547	-251,839	147,758	-74,081	38,469	-154,158	60,231	45,119	18,865	-111,241	101,222	-18,204
Cash Flows TTM
FCF from Operations TTM	-148,615	-139,693	-42,012	-129,539	-10,339	-29,943	12,974	53,965	-9,358	37,795	107,119	90,992
Returns to Shareholders Quarterly
Dividends	4,205	3,823	3,858	3,655	3,777	3,493	3,426	3,386	3,277	3,374	3,376	3,412
Share Repurchases	7,506	10,528	5,901	8,611	11,336	2,832	2,275	2,382	2,477	2,690	5,434	-0
Return on Invested Capital (ROIC) Quarterly
ROIC	-	-	-	-	-	-	-	-	-	-	-	-
Return on Invested Capital (ROIC) TTM
ROIC TTM	-	-	-	-	-	-	-	-	-	-	-	-

Segment Financials

Revenue by Segment

$ Mil	2024	2023	2022	2021	2020
Consumer & Community Banking	70,148	54,814	49,879	51,268	55,133
Commercial & Investment Bank	64,353	59,635	51,943	49,284	39,265
Asset & Wealth Management	19,827	17,748	16,957	14,240	13,591
Corporate	8,038	80	-3,483	-1,176	1,211
Reconciling Items	-4,262	-3,582	-3,655	-2,978	-3,065
Commercial Banking			10,008	9,313	9,264
Total	158,104	128,695	121,649	119,951	115,399

Net Income by Segment

$ Mil	2024	2023	2022	2021	2020
Consumer & Community Banking	21,232	14,916	20,957	8,217	16,541
Commercial & Investment Bank	20,272	19,138	21,107	17,094	11,954
Asset & Wealth Management	5,227	4,365	4,737	2,992	2,867
Corporate	2,821	-743	-3,713	-1,750	1,111
Reconciling Items	0	0	0
Commercial Banking			5,246	2,578	3,958
Total	49,552	37,676	48,334	29,131	36,431

Assets by Segment

$ Mil	2024	2023	2022	2021	2020
Commercial & Investment Bank	1,638,493	1,591,402	1,259,896	1,095,926	914,705
Corporate	1,348,437	1,328,219	1,518,100	1,359,831	837,618
Consumer & Community Banking	642,951	514,085	500,370	496,705	541,367
Asset & Wealth Management	245,512	232,037	234,425	203,384	173,175
Commercial Banking			230,776	228,911	220,514
Total	3,875,393	3,665,743	3,743,567	3,384,757	2,687,379

Price Behavior

Behavior Stats
Betas Matrix

Price Behavior

Market Price	$306.91
Market Cap ($ Bil)	855.9
First Trading Date	12/30/1983
Distance from 52W High	0.0%
	50 Days	200 Days
DMA Price	$293.82	$262.44
DMA Trend	up	up
Distance from DMA	4.5%	16.9%
	3M	1YR
Volatility	17.5%	27.2%
Downside Capture	130.91	91.38
Upside Capture	142.19	118.83
Correlation (SPY)	64.9%	71.9%

JPM Betas & Captures as of 8/31/2025

	1M	2M	3M	6M	1Y	3Y
Beta	1.06	1.19	1.14	0.98	0.99	0.89
Up Beta	0.77	0.91	0.98	0.82	0.95	0.87
Down Beta	1.21	0.98	1.00	1.17	1.06	0.98
Up Capture	109%	132%	135%	111%	114%	91%
Bmk +ve Days	10	22	35	71	142	415
Stock +ve Days	12	22	37	70	137	428
Down Capture	117%	156%	116%	99%	94%	92%
Bmk -ve Days	11	19	27	54	106	334
Stock -ve Days	9	19	25	54	110	321

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date	8292025
Short Interest: Shares Quantity	26,460,443
Short Interest: % Change Since 8152025	9.3%
Average Daily Volume	6,580,406
Days-to-Cover Short Interest	4.02
Basic Shares Quantity	2,788,700,000
Short % of Basic Shares	0.9%

Returns Analyses

	Title
0	JPM YTD Stock Return Of 49% Outperforms RY by 20% and Underperforms WFC by -5.2%
1	JPM Rallied 5.6% In A Month. Have You Fully Evaluated The Risk?
2	JPMorgan Chase During 2008 Recession vs. 2022 Inflation Shock: JPM Stock Is Now 97% Higher Than Its Pre-Shock High
3	JPMorgan Chase Stock Return Comparison
4	JP Morgan Chase Total Shareholder Return (TSR): -9.6% in 2022 and 5.1% 3-yr returns (above peer average)

Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
7/15/2025	-0.7%	0.8%	1.4%
4/11/2025	4.0%	2.1%	14.5%
1/15/2025	2.0%	6.2%	11.7%
10/11/2024	4.4%	5.4%	11.3%
7/12/2024	-1.2%	1.2%	-0.8%
4/12/2024	-6.5%	-7.3%	1.7%
1/12/2024	-0.7%	0.0%	3.2%
10/13/2023	1.5%	-0.4%	0.4%
...
SUMMARY STATS
# Positive	11	13	20
# Negative	13	11	4
Median Positive	2.0%	2.4%	3.5%
Median Negative	-1.9%	-3.2%	-9.8%
Max Positive	7.6%	9.2%	23.7%
Max Negative	-6.5%	-13.8%	-11.4%

	Forward Returns
7/15/2025	-0.7%	0.8%	1.4%
4/11/2025	4.0%	2.1%	14.5%
1/15/2025	2.0%	6.2%	11.7%
10/11/2024	4.4%	5.4%	11.3%
7/12/2024	-1.2%	1.2%	-0.8%
4/12/2024	-6.5%	-7.3%	1.7%
1/12/2024	-0.7%	0.0%	3.2%
10/13/2023	1.5%	-0.4%	0.4%
7/14/2023	0.6%	4.9%	3.7%
4/14/2023	7.6%	9.2%	4.0%
1/13/2023	2.5%	-3.2%	2.2%
10/14/2022	1.7%	6.2%	23.7%
7/14/2022	-3.5%	2.4%	7.4%
4/13/2022	-3.2%	0.0%	-10.3%
1/14/2022	-6.1%	-13.8%	-9.4%
10/13/2021	-2.6%	1.9%	1.4%
7/13/2021	-1.5%	-7.0%	0.8%
4/14/2021	-1.9%	-3.1%	2.2%
1/15/2021	-1.8%	-5.2%	2.5%
10/13/2020	-1.6%	-2.6%	13.7%
7/14/2020	0.6%	-0.4%	6.3%
4/14/2020	-2.7%	-6.6%	-11.4%
1/14/2020	1.2%	-0.3%	0.6%
10/15/2019	3.0%	6.1%	10.9%
SUMMARY STATS
# Positive	11	13	20
# Negative	13	11	4
Median Positive	2.0%	2.4%	3.5%
Median Negative	-1.9%	-3.2%	-9.8%
Max Positive	7.6%	9.2%	23.7%
Max Negative	-6.5%	-13.8%	-11.4%

SEC Filings

Expand for More

Report Date	Filing
6302025	10-Q 6/30/2025
3312025	10-Q 3/31/2025
12312024	10-K 12/31/2024
9302024	10-Q 9/30/2024
6302024	10-Q 6/30/2024
3312024	10-Q 3/31/2024
12312023	10-K 12/31/2023
9302023	10-Q 9/30/2023
6302023	10-Q 6/30/2023
3312023	10-Q 3/31/2023
12312022	10-K 12/31/2022
9302022	10-Q 9/30/2022
6302022	10-Q 6/30/2022
3312022	10-Q 3/31/2022
12312021	10-K 12/31/2021
9302021	10-Q 9/30/2021

Insider Activity

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	Owner	Title	Filing Date	Action	Price	Shares	Transacted Value	Value of Held Shares	Form
0	BACON ASHLEY	Chief Risk Officer	6122025	Sell	267.44	5,201	1,390,972	61,456,017	Form
1	Piepszak Jennifer	Chief Operating Officer	6052025	Sell	262.47	6,128	1,608,424	16,392,645	Form
2	Friedman Stacey	General Counsel	5202025	Sell	265.71	6,608	1,755,833	9,703,850	Form
3	Lake Marianne	CEO CCB	5162025	Sell	267.08	12,274	3,278,087	16,933,668	Form
4	Beer Lori A	Chief Information Officer	5162025	Sell	267.09	5,873	1,568,605	15,051,989	Form

Collapse to Preview

	Owner	Title	Filing Date	Action	Price	Shares	Transacted Value	Value of Held Shares	Form
0	BACON ASHLEY	Chief Risk Officer	6122025	Sell	267.44	5,201	1,390,972	61,456,017	Form
1	Piepszak Jennifer	Chief Operating Officer	6052025	Sell	262.47	6,128	1,608,424	16,392,645	Form
2	Friedman Stacey	General Counsel	5202025	Sell	265.71	6,608	1,755,833	9,703,850	Form
3	Lake Marianne	CEO CCB	5162025	Sell	267.08	12,274	3,278,087	16,933,668	Form
4	Beer Lori A	Chief Information Officer	5162025	Sell	267.09	5,873	1,568,605	15,051,989	Form
5	Petno Douglas B	Co-CEO CIB	5152025	Sell	266.89	10,141	2,706,562	94,388,044	Form
6	Erdoes Mary E.	CEO Asset & Wealth Management	5132025	Sell	262.54	14,055	3,689,941	159,729,406	Form
7	BACON ASHLEY	Chief Risk Officer	5132025	Sell	262.53	5,202	1,365,656	61,691,322	Form
8	Rohrbaugh Troy L	Co-CEO CIB	5122025	Sell	263.08	12,500	3,288,444	39,757,548	Form
9	Barnum Jeremy	Chief Financial Officer	5062025	Sell	250.77	40,014	10,034,435	4,518,179	Form
10	Piepszak Jennifer	Chief Operating Officer	5062025	Sell	250.76	6,129	1,536,931	17,198,127	Form
11	DIMON JAMES	Chairman & CEO	4142025	Sell	235.68	133,639	31,495,692	311,413,982	Form
12	Rohrbaugh Troy L	Co-CEO CIB	3242025	Sell	247.02	25,000	6,175,485	32,947,695	Form
13	Beer Lori A	Chief Information Officer	3242025	Sell	246.93	2,052	506,698	12,465,455	Form
14	Piepszak Jennifer	Chief Operating Officer	3242025	Sell	247.03	4,272	1,055,314	12,400,190	Form
15	Leopold Robin	Head of Human Resources	3242025	Sell	246.92	1,250	308,652	12,130,498	Form
16	Rohrbaugh Troy L	Co-CEO CIB	2202025	Sell	269.84	37,500	10,118,869	42,736,975	Form
17	Beer Lori A	Chief Information Officer	2202025	Sell	269.88	2,053	554,054	14,177,629	Form
18	Piepszak Jennifer	Chief Operating Officer	2202025	Sell	269.85	4,273	1,153,078	14,698,574	Form
19	Leopold Robin	Head of Human Resources	2202025	Sell	270.09	1,250	337,610	13,606,228	Form
20	DIMON JAMES	Chairman & CEO	2202025	Sell	269.84	83,500	22,531,415	1,069,679,850	Form
21	Erdoes Mary E.	CEO Asset & Wealth Management	2192025	Sell	278.37	5,277	1,468,971	165,451,749	Form
22	Petno Douglas B	Co-CEO CIB	2192025	Sell	278.41	3,490	971,646	93,390,773	Form
23	Friedman Stacey	General Counsel	2192025	Sell	278.34	3,303	919,371	12,335,380	Form
24	Lake Marianne	CEO CCB	2192025	Sell	278.36	4,232	1,178,009	31,809,315	Form
25	Lake Marianne	CEO CCB	1162025	Sell	254.00	4,233	1,075,203	30,101,359	Form
26	Petno Douglas B	Co-CEO CIB	1162025	Sell	253.96	3,491	886,565	86,075,051	Form
27	Friedman Stacey	General Counsel	1162025	Sell	253.94	3,303	838,778	12,092,828	Form
28	Erdoes Mary E.	CEO Asset & Wealth Management	1162025	Sell	253.97	5,277	1,340,216	152,290,084	Form
29	BACON ASHLEY	Chief Risk Officer	1162025	Sell	253.94	7,122	1,808,591	55,712,310	Form

Industry Resources

Financials Resources

Federal Reserve Economic Data

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

Prefer one of these to Trefis? Tell us why.

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
JPM Return	-6%	28%	-13%	31%	44%	29%	157%
Peers Return	-8%	37%	-16%	18%	41%	27%	125%
S&P 500 Return	16%	27%	-19%	24%	23%	12%	104%
Monthly Win Rates [3]
JPM Win Rate	58%	67%	33%	58%	67%	62%
Peers Win Rate	50%	62%	43%	55%	63%	60%
S&P 500 Win Rate	58%	75%	42%	67%	75%	62%
Max Drawdowns [4]
JPM Max Drawdown	-43%	-1%	-34%	-6%	-1%	-11%
Peers Max Drawdown	-50%	-2%	-28%	-14%	-5%	-16%
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

JPMorgan Chase (JPM)

Market Price (9/15/2025): $306.9 | Market Cap: $855.9 BilSector: Financials | Industry: Diversified Banks

JPMorgan Chase (JPM)

Market Price (9/15/2025): $306.9Market Cap: $855.9 BilSector: FinancialsIndustry: Diversified Banks

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Market Price (9/15/2025): $306.9 | Market Cap: $855.9 Bil
Sector: Financials | Industry: Diversified Banks

Market Price (9/15/2025): $306.9
Market Cap: $855.9 Bil
Sector: Financials
Industry: Diversified Banks