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Investment Highlights Market Valuation Price Chart Return vs. Risk About JPM Interactive Breakdown Better Bets vs. JPM Latest Trefis Analyses Trade Ideas Recent Active Movers More From Trefis Peer Financials Peer Growth & Margins Peer Valuation Peer Returns Peer Analyses FDIC Bank Data Financials Segment Financials Price Behavior Short Interest Earnings Returns History SEC Filings Insider Activity Industry Resource Links External Quote Links

JPMorgan Chase (JPM)

Market Price (11/2/2025): $311.07 | Market Cap: $867.5 Bil
Sector: Financials | Industry: Diversified Banks

JPMorgan Chase (JPM)

Market Price (11/2/2025): $311.07
Market Cap: $867.5 Bil
Sector: Financials
Industry: Diversified Banks

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.5%		 Trading close to highs
Dist 52W High is -1.4%, Dist 3Y High is -1.4%		 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 -47%		  
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 6.5%
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 -47%
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 -1.4%, Dist 3Y High is -1.4%
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 & Key Metrics

JPMS&P 500
REVENUE GROWTHFAIR
Rev LTM ($ Bil)175.7
Rev Chg Q6.7%6.6%
Rev Chg LTM8.2%5.6%
Rev Chg 3Y Avg13.5%5.3%
PROFITABILITYVERY GOOD
Op Inc LTM ($ Bil)�
CFO LTM ($ Bil)-148.6
Net Inc LTM ($ Bil)56.5
CFO/Rev LTM-84.6%20.3%
Net Inc Mgn32.2%12.8%
VALUATIONMODERATE
P/S4.93.2
P/CFO-5.815.1
P/FCF-5.820.3
P/E15.323.6

AI Generated Analysis | Feedback

MetricValueDateSource
Customers (Households)82.1MN/A/N/A/N/ALink
Branches4.9KN/A/N/A/N/ALink
Assets Under Management$3.6BN/A/N/A/N/ALink
Active Digital Customers67KN/A/N/A/N/ALink
Active Mobile Customers53.8MN/A/N/A/N/ALink
New Accounts10MN/A/N/A/N/ALink
Assets Under Custody$32.4BN/A/N/A/N/ALink
Deposit Market Share11.3%2023Link
Number of Small Business Clients6.9 million2024Link
Multi-Line of Business (LOB) Customers24 million2023Link
Number of Chase Branches5,000+2023Link

JPM Stock

   
   
   
   
   
   
   

Why The Stock Moved

Qualitative Assessment

AI Generated Analysis | Feedback

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Stock Movement Drivers

Fundamental Drivers

The 24.4% change in JPM stock from 5/3/2025 to 11/1/2025 was primarily driven by a 29.9% change in the company's P/E Multiple.
503202511012025Change
Stock Price ($)250.08311.1224.41%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)172842.00175656.001.63%
Net Income Margin (%)34.54%32.18%-6.81%
P/E Multiple11.8115.3529.93%
Shares Outstanding (Mil)2819.402788.701.09%
Cumulative Contribution24.39%

LTM = Last Twelve Months as of date shown

Market Drivers

5/3/2025 to 11/1/2025
ReturnCorrelation
JPM24.4% 
Market (SPY)20.7%64.5%
Sector (XLF)5.6%74.2%

Fundamental Drivers

The 42.5% change in JPM stock from 11/1/2024 to 11/1/2025 was primarily driven by a 32.1% change in the company's P/E Multiple.
1101202411012025Change
Stock Price ($)218.32311.1242.51%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)165232.00175656.006.31%
Net Income Margin (%)32.54%32.18%-1.11%
P/E Multiple11.6115.3532.14%
Shares Outstanding (Mil)2860.602788.702.51%
Cumulative Contribution42.42%

LTM = Last Twelve Months as of date shown

Market Drivers

11/1/2024 to 11/1/2025
ReturnCorrelation
JPM42.5% 
Market (SPY)20.6%72.1%
Sector (XLF)13.6%87.4%

Fundamental Drivers

The 163.8% change in JPM stock from 11/2/2022 to 11/1/2025 was primarily driven by a 71.4% change in the company's P/E Multiple.
1102202211012025Change
Stock Price ($)117.92311.12163.83%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)120376.00175656.0045.92%
Net Income Margin (%)32.41%32.18%-0.71%
P/E Multiple8.9515.3571.42%
Shares Outstanding (Mil)2962.202788.705.86%
Cumulative Contribution162.93%

LTM = Last Twelve Months as of date shown

Market Drivers

11/2/2023 to 11/1/2025
ReturnCorrelation
JPM130.0% 
Market (SPY)62.0%62.3%
Sector (XLF)61.5%84.3%

Return vs. Risk

Price Returns Compared

 202020212022202320242025Total [1]
Returns
JPM Return-6%28%-13%31%44%33%163%
Peers Return-5%38%-15%15%37%31%129%
S&P 500 Return16%27%-19%24%23%16%112%

Monthly Win Rates [3]
JPM Win Rate58%67%33%58%67%70% 
Peers Win Rate53%62%45%53%60%66% 
S&P 500 Win Rate58%75%42%67%75%70% 

Max Drawdowns [4]
JPM Max Drawdown-43%-1%-34%-6%-1%-11% 
Peers Max Drawdown-49%-2%-25%-15%-5%-16% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 

[1] Cumulative total returns since the beginning of 2020
[2] Peers: BAC, WFC, MS, RY, C. See JPM Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/31/2025 (YTD)

How Low Can It Go

Unique KeyEventJPMS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-40.6%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven68.5%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven448 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-44.0%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven78.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven297 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-22.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven28.7%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven263 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-70.1%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven234.6%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1535 days1480 days

Compare to BAC, WFC, MS, RY, C


In The Past

JPMorgan Chase's stock fell -40.6% during the 2022 Inflation Shock from a high on 10/22/2021. A -40.6% loss requires a 68.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About JPMorgan Chase (JPM)

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Interactive Breakdown

JPMorgan Chase Interactive Breakdown Analysis

Better Bets than JPMorgan Chase (JPM)

 JPMBetter Performance than JPM
MetricValueIndustry (Diversified Banks)
Rev Chg LTM8.2%BAC (8.9%), RY (16.4%), TD (10.1%), BMO (9.9%), BNS (9.0%)
Rev Chg 3Y Avg13.5%
CFO/Rev LTM-84.6%BAC (57.3%), WFC (-17.2%), RY (135.4%), TD (32.4%), UBS (9.3%)
FCF/Rev LTM-84.6%BAC (57.3%), WFC (-17.2%), RY (131.7%), TD (28.7%), UBS (4.5%)
Total Yield6.5%BAC (7.4%), WFC (9.5%), HSBC (7.3%), RY (9.3%), C (7.5%)
 JPMBetter Performance than JPM
MetricValueAll Other Sectors
Rev Chg LTM8.2%NVDA (71.6%), MSFT (15.6%), GOOGL (13.4%), AMZN (10.9%), AVGO (28.0%)
Rev Chg 3Y Avg13.5%NVDA (92.0%), AVGO (24.0%), META (17.3%), LLY (23.4%), PLTR (25.7%)
CFO/Rev LTM-84.6%NVDA (46.6%), AAPL (26.6%), MSFT (50.0%), GOOGL (39.3%), AMZN (18.1%)
FCF/Rev LTM-84.6%NVDA (43.6%), AAPL (23.5%), MSFT (26.6%), GOOGL (19.1%), AMZN (2.0%)
Total Yield6.5%XOM (9.7%), JNJ (8.2%), BABA (37.0%), UNH (8.2%), KO (7.3%)
 Best Bets In Financials Sector
 JPMDBRG OTF MTG NMIH CACC ENVA FNF ACGL APAM FI
What You Pay           
P/E15.329.413.38.37.511.110.214.08.610.810.9
P/EBIT�-78.39.26.45.58.87.88.97.66.25.9
What You Get           
Rev Chg Q6.7%-102.2%1,228.5%-0.7%7.2%6.0%16.3%16.8%22.4%7.8%8.0%
Rev Chg LTM8.2%-90.0%89.0%2.2%10.0%10.2%21.1%7.4%23.5%8.9%6.7%
Rev Chg 3Y Avg13.5%13,055.0%221.9%1.2%10.1%7.6%23.5%-0.7%29.8%2.9%7.5%
FCF/Rev 3Y Avg-32.5%�76.2%62.2%58.8%55.6%54.7%50.8%38.4%27.3%20.7%

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 21%, alpha of 9.1%, and sharpe of 0.94

Latest Trefis Analyses

TitleTopicDate
0DASHBOARDS  
1How Low Can JPMorgan Chase Stock Really Go?Return 
2Day 8 of Gains Streak for JPMorgan Chase Stock with 6.9% Return (vs. 32% YTD) [9/18/2025]Notification 
3Day 7 of Gains Streak for JPMorgan Chase Stock with 6.4% Return (vs. 32% YTD) [9/17/2025]Notification 
4Why JPMorgan Chase Stock Moved: JPM Stock Has Gained 145% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)  
5JPMorgan Chase (JPM) Valuation Ratios ComparisonFinancials 
6JPM Dip Buy Analysis  
7Day 6 of Gains Streak for JPMorgan Chase Stock with 7.1% Return (vs. 22% YTD) [6/26/2025]  
8JPMorgan Chase Total Shareholder Return (TSR): 44.3% in 2024 and 18.1% 3-yr compounded annual returns (above peer average)  
9JPMorgan Chase (JPM) Operating Cash Flow ComparisonFinancials 
10JPMorgan Chase (JPM) Net Income ComparisonFinancials 
11ARTICLES  
12How Will JPMorgan Chase Stock React To Its Upcoming Earnings? October 9th, 2025
13JPM Stock Up 7.5% after 9-Day Win Streak September 22nd, 2025
14JPM Stock Up 6.9% after 8-Day Win Streak September 19th, 2025
15JPM Stock Up 6.4% after 7-Day Win Streak September 18th, 2025
16S&P 500 Stocks Trading At 52-Week High September 17th, 2025
Title
0DASHBOARDS
1How Will JPMorgan Chase Stock React To Its Upcoming Earnings?
2JPM Stock Up 7.5% after 9-Day Win Streak
3JPM Stock Up 6.9% after 8-Day Win Streak
4JPM Stock Up 6.4% after 7-Day Win Streak
5S&P 500 Stocks Trading At 52-Week High
6ARTICLES
7How Low Can JPMorgan Chase Stock Really Go?
8Day 8 of Gains Streak for JPMorgan Chase Stock with 6.9% Return (vs. 32% YTD) [9/18/2025]
9Day 7 of Gains Streak for JPMorgan Chase Stock with 6.4% Return (vs. 32% YTD) [9/17/2025]
10Why JPMorgan Chase Stock Moved: JPM Stock Has Gained 145% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)
11JPMorgan Chase (JPM) Valuation Ratios Comparison
12JPM Dip Buy Analysis
13Day 6 of Gains Streak for JPMorgan Chase Stock with 7.1% Return (vs. 22% YTD) [6/26/2025]
14JPMorgan Chase Total Shareholder Return (TSR): 44.3% in 2024 and 18.1% 3-yr compounded annual returns (above peer average)
15JPMorgan Chase (JPM) Operating Cash Flow Comparison
16JPMorgan Chase (JPM) Net Income Comparison

Trade Ideas

Select past ideas related to JPM. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BRO_10312025_Dip_Buyer_FCFYield10312025BROBrown & BrownDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		0.0%0.0%0.0%
CPAY_10312025_Dip_Buyer_FCFYield10312025CPAYCorpayDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		0.0%0.0%0.0%
EEFT_10312025_Dip_Buyer_FCFYield10312025EEFTEuronet WorldwideDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		0.0%0.0%0.0%
GPN_10312025_Dip_Buyer_FCFYield10312025GPNGlobal PaymentsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		0.0%0.0%0.0%
APO_10102025_Dip_Buyer_FCFYield10102025APOApollo Asset ManagementDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		5.2%5.2%0.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BRO_10312025_Dip_Buyer_FCFYield10312025BROBrown & BrownDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		0.0%0.0%0.0%
CPAY_10312025_Dip_Buyer_FCFYield10312025CPAYCorpayDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		0.0%0.0%0.0%
EEFT_10312025_Dip_Buyer_FCFYield10312025EEFTEuronet WorldwideDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		0.0%0.0%0.0%
GPN_10312025_Dip_Buyer_FCFYield10312025GPNGlobal PaymentsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		0.0%0.0%0.0%
APO_10102025_Dip_Buyer_FCFYield10102025APOApollo Asset ManagementDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		5.2%5.2%0.0%

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1PUMPProPetro64.5%11.3%
2VTYXVentyx Biosciences46.8%289.5%
3INBXInhibrx Biosciences42.5%430.3%
4RNAAvidity Biosciences42.1%140.2%
5GCIGannett40.6%4.7%
6CSIQCanadian Solar38.4%86.7%
7DYNDyne Therapeutics31.9%-4.2%
8ZBIOZenas BioPharma30.8%281.6%
9IMVTImmunovant30.3%-0.4%
10BBNXBeta Bionics29.9% 

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1LRNStride-55.3%-34.5%
2NTLAIntellia Therapeutics-50.7%8.2%
3FMCFMC-50.2%-67.4%
4FIFiserv-46.7%-67.5%
5VRNSVaronis Systems-43.5%-20.7%
6ATGEAdtalem Global Education-35.9%7.9%
7UAMYUnited States Antimony-32.8%355.9%
8SVVSavers Value Village-31.7%-10.1%
9NWLNewell Brands-31.7%-64.6%
10AKBAAkebia Therapeutics-27.1%16.3%

1 Month Top Gainers

#TickerCompany1M RtnYTD Rtn
1PRAXPraxis Precision Medicines260.1%158.3%
2VTYXVentyx Biosciences141.6%289.5%
3INBXInhibrx Biosciences132.9%430.3%
4TMQTrilogy Metals112.9%283.6%
5REPLReplimune109.2%-19.7%
6PUMPProPetro93.3%11.3%
7VICRVicor85.6%87.8%
8DYNDyne Therapeutics79.9%-4.2%
9GLUEMonte Rosa Therapeutics68.4%85.2%
10NVTSNavitas Semiconductor64.2%277.0%

1 Month Top Losers

#TickerCompany1M RtnYTD Rtn
1LRNStride-53.2%-34.5%
2FMCFMC-51.7%-67.4%
3FIFiserv-47.0%-67.5%
4SOCSable Offshore-46.5%-54.3%
5VRNSVaronis Systems-40.8%-20.7%
6OGNOrganon-38.3%-53.7%
7NTLAIntellia Therapeutics-38.3%8.2%
8VGVenture Global-37.8% 
9ITGRInteger-37.4%-51.3%
10NWLNewell Brands-34.7%-64.6%

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1PUMPProPetro64.5%11.3%
2VTYXVentyx Biosciences46.8%289.5%
3INBXInhibrx Biosciences42.5%430.3%
4RNAAvidity Biosciences42.1%140.2%
5GCIGannett40.6%4.7%
6CSIQCanadian Solar38.4%86.7%
7DYNDyne Therapeutics31.9%-4.2%
8ZBIOZenas BioPharma30.8%281.6%
9IMVTImmunovant30.3%-0.4%
10BBNXBeta Bionics29.9% 

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1LRNStride-55.3%-34.5%
2NTLAIntellia Therapeutics-50.7%8.2%
3FMCFMC-50.2%-67.4%
4FIFiserv-46.7%-67.5%
5VRNSVaronis Systems-43.5%-20.7%
6ATGEAdtalem Global Education-35.9%7.9%
7UAMYUnited States Antimony-32.8%355.9%
8SVVSavers Value Village-31.7%-10.1%
9NWLNewell Brands-31.7%-64.6%
10AKBAAkebia Therapeutics-27.1%16.3%

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for JPMorgan Chase

Financials

JPMBACWFCMSRYCMedian
NameJPMorgan.Bank of .Wells Fa.Morgan S.Royal Ba.Citigroup 
Mkt Price311.1253.4586.97164.00146.50101.23123.87
Mkt Cap867.6399.1276.8258.6206.2187.9267.7
Rev LTM175,656107,26482,53261,50364,39983,11382,822
Op Inc LTM-------
FCF LTM-148,61561,472-14,218-20,94184,806-93,686-17,580
FCF 3Y Avg-56,10434,2449,172-25,28237,133-65,690-8,055
CFO LTM-148,61561,472-14,218-17,67087,171-87,165-15,944
CFO 3Y Avg-56,10434,2449,172-21,95739,625-59,182-6,392

Growth & Margins

JPMBACWFCMSRYCMedian
NameJPMorgan.Bank of .Wells Fa.Morgan S.Royal Ba.Citigroup 
Rev Chg LTM8.2%8.9%0.2%16.7%16.4%6.3%8.6%
Rev Chg 3Y Avg13.5%5.2%2.9%5.0%9.9%4.3%5.1%
Rev Chg Q6.7%10.8%5.3%11.3%15.5%8.1%9.5%
QoQ Delta Rev Chg LTM1.6%2.6%1.3%2.6%3.7%2.0%2.3%
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM-84.6%57.3%-17.2%-28.7%135.4%-104.9%-23.0%
CFO/Rev 3Y Avg-32.5%32.7%11.2%-41.3%66.0%-74.6%-10.7%
FCF/Rev LTM-84.6%57.3%-17.2%-34.0%131.7%-112.7%-25.6%
FCF/Rev 3Y Avg-32.5%32.7%11.2%-47.4%61.6%-82.8%-10.7%

Valuation

JPMBACWFCMSRYCMedian
NameJPMorgan.Bank of .Wells Fa.Morgan S.Royal Ba.Citigroup 
Mkt Cap867.6399.1276.8258.6206.2187.9267.7
P/S4.93.73.44.23.22.33.5
P/EBIT-------
P/E15.313.513.117.510.813.313.4
P/CFO-5.86.5-19.5-14.62.4-2.2-4.0
Total Yield6.5%7.4%9.5%5.7%9.3%7.5%7.5%
Dividend Yield0.0%0.0%1.9%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-7.4%11.7%6.9%-16.0%22.1%-56.0%-0.2%
D/E0.60.90.81.42.52.01.1
Net D/E-0.5-0.7-0.60.90.4-1.0-0.5

Returns

JPMBACWFCMSRYCMedian
NameJPMorgan.Bank of .Wells Fa.Morgan S.Royal Ba.Citigroup 
1M Rtn1.2%5.9%8.0%6.2%1.1%4.0%4.9%
3M Rtn8.0%17.7%11.8%18.6%15.1%10.2%13.5%
6M Rtn24.4%31.6%19.2%38.2%23.1%45.5%28.0%
12M Rtn42.5%31.0%37.5%44.3%24.8%63.8%40.0%
3Y Rtn163.8%60.3%100.9%115.1%79.5%149.2%108.0%
1M Excs Rtn-0.7%4.0%6.2%4.4%-0.8%2.1%3.1%
3M Excs Rtn-1.8%9.2%4.0%8.7%5.9%1.9%5.0%
6M Excs Rtn4.1%11.4%-1.1%17.9%2.8%25.2%7.7%
12M Excs Rtn25.3%11.4%18.9%25.2%5.8%44.0%22.0%
3Y Excs Rtn91.3%-16.5%27.5%47.9%1.1%71.4%37.7%

Comparison Analyses

FDIC Bank Data

Bank Loans

[valid:true, table:

FDIC Data As Of3312025
LOAN DETAILS 
All Real Estate Loans ($ Bil)491
Farm Loans ($ Bil)0
Commercial and Industrial Loans ($ Bil)208
Loans to Individuals (CC, revolving credit, auto, other) (non-mortgage) ($ Bil)263
Commercial Real Estate Loans not Secured by Real Estate ($ Bil)32
Commercial Real Estate Owner-Occupied ($ Bil)15
Commercial Real Estate Other Non-Farm Non-Residential ($ Bil)36
Total Net Loans ($ Bil)1,343
, map:[FDIC Data As Of:3312025, LOAN DETAILS:null, All Real Estate Loans ($ Bil):490.822000, Farm Loans ($ Bil):0.457000, Commercial and Industrial Loans ($ Bil):208.422000, Loans to Individuals (CC, revolving credit, auto, other) (non-mortgage) ($ Bil):263.397000, Commercial Real Estate Loans not Secured by Real Estate ($ Bil):31.852000, Commercial Real Estate Owner-Occupied ($ Bil):15.094000, Commercial Real Estate Other Non-Farm Non-Residential ($ Bil):35.807000, Total Net Loans ($ Bil):1342.795000]]

Financials

$ Mil | FY: 12/312025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q42022Q3
Period End6/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/20236/30/20233/31/202312/31/20229/30/2022
Filing Date8/5/20255/1/20252/14/202510/30/20248/2/20245/1/20242/16/202411/1/20238/3/20235/3/20232/21/202311/3/2022
Key Financials Quarterly            
Total Revenue44,88245,32742,79142,65642,06841,90838,60039,76138,58238,34833,59832,702
Net Income14,98714,64314,00512,89818,14913,4199,30713,15114,47212,62211,0089,737
EPS5.255.084.824.386.134.453.044.334.764.113.583.13
Key Financials TTM            
Total Revenue TTM175,656172,842169,423165,232162,337158,851155,291150,289143,230135,357127,727123,417
Net Income TTM56,53359,69558,47153,77354,02650,34949,55251,25347,83942,01637,67637,067
Growth Rates Quarterly            
Total Revenue Growth6.7%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 Margin33.4%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 Cash893,851813,883866,007757,724787,925787,462816,636695,940685,521729,509763,933821,213
Total Debt485,095472,204454,311460,795441,336442,140436,537408,263405,100337,730339,892335,339
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 Operations29,547-251,839147,758-74,08138,469-154,15860,23145,11918,865-111,241101,222-18,204
Cash Flows TTM            
FCF from Operations TTM-148,615-139,693-42,012-129,539-10,339-29,94312,97453,965-9,35837,795107,11990,992
Returns to Shareholders Quarterly            
Dividends4,2053,8233,8583,6553,7773,4933,4263,3863,2773,3743,3763,412
Share Repurchases7,50610,5285,9018,61111,3362,8322,2752,3822,4772,6905,434-0
Return on Invested Capital (ROIC) Quarterly            
ROIC------------
Return on Invested Capital (ROIC) TTM            
ROIC TTM------------

Segment Financials

Revenue by Segment

$ Mil20242023202220212020
Consumer & Community Banking70,14854,81449,87951,26855,133
Commercial & Investment Bank64,35359,63551,94349,28439,265
Asset & Wealth Management19,82717,74816,95714,24013,591
Corporate8,03880-3,483-1,1761,211
Reconciling Items-4,262-3,582-3,655-2,978-3,065
Commercial Banking  10,0089,3139,264
Total158,104128,695121,649119,951115,399


Net Income by Segment
$ Mil20242023202220212020
Consumer & Community Banking21,23214,91620,9578,21716,541
Commercial & Investment Bank20,27219,13821,10717,09411,954
Asset & Wealth Management5,2274,3654,7372,9922,867
Corporate2,821-743-3,713-1,7501,111
Reconciling Items000  
Commercial Banking  5,2462,5783,958
Total49,55237,67648,33429,13136,431


Assets by Segment
$ Mil20242023202220212020
Commercial & Investment Bank1,638,4931,591,4021,259,8961,095,926914,705
Corporate1,348,4371,328,2191,518,1001,359,831837,618
Consumer & Community Banking642,951514,085500,370496,705541,367
Asset & Wealth Management245,512232,037234,425203,384173,175
Commercial Banking  230,776228,911220,514
Total3,875,3933,665,7433,743,5673,384,7572,687,379


Price Behavior

JPM Betas & Captures as of 10/31/2025

 1M2M3M6M1Y3Y
Beta0.790.850.921.000.980.87
Up Beta1.971.731.311.060.960.81
Down Beta0.170.300.500.661.000.99
Up Capture62%86%93%115%115%83%
Bmk +ve Days14273774145425
Stock +ve Days12273978143434
Down Capture111%101%107%105%94%92%
Bmk -ve Days9172853106327
Stock -ve Days11172649107318

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

Short Interest

Short Interest: As Of Date10152025
Short Interest: Shares Quantity26,007,014
Short Interest: % Change Since 9302025-3.9%
Average Daily Volume9,000,324
Days-to-Cover Short Interest2.89
Basic Shares Quantity2,788,700,000
Short % of Basic Shares0.9%

Returns Analyses

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/14/2025-1.9%-1.8% 
7/15/2025-0.7%0.8%1.4%
4/11/20254.0%2.1%14.5%
1/15/20252.0%6.2%11.7%
10/11/20244.4%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%
...
SUMMARY STATS   
# Positive101219
# Negative14125
Median Positive1.8%2.2%3.2%
Median Negative-1.9%-3.1%-9.8%
Max Positive7.6%9.2%23.7%
Max Negative-6.5%-13.8%-11.4%

SEC Filings

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Report DateFiling DateFiling
6302025805202510-Q 6/30/2025
3312025501202510-Q 3/31/2025
12312024214202510-K 12/31/2024
93020241030202410-Q 9/30/2024
6302024802202410-Q 6/30/2024
3312024501202410-Q 3/31/2024
12312023216202410-K 12/31/2023
93020231101202310-Q 9/30/2023
6302023803202310-Q 6/30/2023
3312023503202310-Q 3/31/2023
12312022221202310-K 12/31/2022
93020221103202210-Q 9/30/2022
6302022803202210-Q 6/30/2022
3312022503202210-Q 3/31/2022
12312021222202210-K 12/31/2021
93020211102202110-Q 9/30/2021

Insider Activity

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Industry Resources

External Quote Links


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