JP Morgan Financial Statements From 2010 to 2021

JPM -  USA Stock  

USD 151.45  0.20  0.13%

JP Morgan financial statements provide useful quarterly and yearly information to potential JP Morgan Chase 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 JP Morgan financial statements helps investors assess JP Morgan's valuation, profitability, and current liquidity needs.
There are over eighty-six available fundamental measures for JP Morgan, which can be analyzed over time and compared to other ratios. Please make sure you confirm all of JP Morgan latest fundamentals over time between 2010 and 2021 to make sure the company is sustainable this quarter and beyond.
JP Morgan Earnings Before Interest Taxes and Depreciation Amortization EBITDA are relatively stable at the moment as compared to the past year. The company's current value of Earnings Before Interest Taxes and Depreciation Amortization EBITDA is estimated at 43.74 Billion. Earnings before Tax is expected to hike to about 35.7 B this year, although the value of Revenue Per Employee will most likely fall to nearly 461.2 K.

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Check JP Morgan financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among JP Morgan main balance sheet or income statement drivers, such as Consolidated Income of 29.5 B, Earning Before Interest and Taxes EBIT of 35.7 B or Gross Profit of 122.1 B, as well as many exotic indicators such as Calculated Tax Rate of 24.09, PPandE Turnover of 6.9 or Cash and Equivalents Turnover of 0.5. JP Morgan financial statements analysis is a perfect complement when working with JP Morgan Valuation or Volatility modules. It can also supplement various JP Morgan Technical models. Please see the analysis of JP Morgan Correlation against competitors.

JP Morgan Revenues

122.07 BillionShare

JP Morgan Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets3244.7 B3384.8 B2587.2 B
Increasing
Slightly volatile
Cash and Equivalents461.3 B527.6 B329.2 B
Increasing
Slightly volatile
Investments2476.1 B2534.6 B2014.7 B
Increasing
Slightly volatile
Deposit Liabilities1927.5 B2144.3 B1425.6 B
Increasing
Slightly volatile
Property Plant and Equipment Net23.9 B27.1 B17.2 B
Increasing
Slightly volatile
Trade and Non Trade Receivables86.1 B90.5 B68.1 B
Increasing
Slightly volatile
Trade and Non Trade Payables235.7 B231.3 B200.1 B
Increasing
Slightly volatile
Goodwill and Intangible Assets58.2 B53.4 B52.5 B
Increasing
Slightly volatile
Total Liabilities2962.9 B3105.4 B2350.2 B
Increasing
Slightly volatile
Shareholders Equity281.8 B279.4 B236.9 B
Increasing
Slightly volatile
Accumulated Retained Earnings Deficit212 B237 B155.9 B
Increasing
Slightly volatile
Accumulated Other Comprehensive Income8.6 BB2.1 B
Increasing
Slightly volatile
Total Debt510.8 B542.1 B533.6 B
Decreasing
Slightly volatile
Shareholders Equity USD281.8 B279.4 B236.9 B
Increasing
Slightly volatile
Cash and Equivalents USD461.3 B527.6 B329.2 B
Increasing
Slightly volatile
Total Debt USD510.8 B542.1 B533.6 B
Decreasing
Slightly volatile
Long Term Debt308.3 B285.1 B276.3 B
Decreasing
Stable

JP Morgan Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Revenues122.1 B119.5 B103.8 B
Increasing
Slightly volatile
Selling General and Administrative Expense62.3 B60.7 B53.2 B
Increasing
Slightly volatile
Operating Expenses71.4 B66.7 B63.5 B
Increasing
Stable
Income Tax Expense8.1 B6.3 B8.2 B
Increasing
Very volatile
Consolidated Income29.5 B29.1 B24.9 B
Increasing
Slightly volatile
Net Income to Non Controlling Interests1.9 B1.7 B1.7 B
Increasing
Slightly volatile
Net Income27.6 B27.4 B23.2 B
Increasing
Slightly volatile
Net Income Common Stock27.6 B27.4 B23.2 B
Increasing
Slightly volatile
Weighted Average Shares3.1 B3.1 B3.6 B
Decreasing
Slightly volatile
Weighted Average Shares Diluted3.2 B3.1 B3.6 B
Decreasing
Slightly volatile
Earning Before Interest and Taxes EBIT35.7 B33.7 B31.4 B
Increasing
Slightly volatile
Revenues USD122.1 B119.5 B103.8 B
Increasing
Slightly volatile
Net Income Common Stock USD27.6 B27.4 B23.2 B
Increasing
Slightly volatile
Earning Before Interest and Taxes USD35.7 B33.7 B31.4 B
Increasing
Slightly volatile
Gross Profit122.1 B119.5 B103.8 B
Increasing
Slightly volatile
Operating Income50.6 B52.9 B40.3 B
Increasing
Slightly volatile

JP Morgan Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Net Cash Flow Business Acquisitions and Disposals109.2 M101.2 M(324.5 M)
Increasing
Slightly volatile
Net Cash Flow Investment Acquisitions and Disposals(261.3 B)(254.6 B)(104.8 B)
Decreasing
Slightly volatile
Net Cash Flow from Financing643.7 B596.6 B127.1 B
Increasing
Slightly volatile
Issuance Repayment of Debt Securities 10.4 B9.6 B(12.4 B)
Increasing
Slightly volatile
Net Cash Flow from Investing(268.8 B)(261.9 B)(107.4 B)
Decreasing
Slightly volatile
Net Cash Flow from Operations(82 B)(79.9 B)17 B
Decreasing
Slightly volatile
Effect of Exchange Rate Changes on Cash 9.9 B9.2 B1.8 B
Increasing
Slightly volatile
Net Cash Flow or Change in Cash and Cash Equivalents284.8 B264 B37.1 B
Increasing
Slightly volatile
Share Based Compensation2.4 B2.3 B2.6 B
Decreasing
Slightly volatile
Depreciation Amortization and AccretionB8.6 B6.2 B
Increasing
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Earnings per Basic Share8.48.896.5942
Increasing
Slightly volatile
Earnings per Diluted Share8.388.886.5624
Increasing
Slightly volatile
Earnings per Basic Share USD8.48.896.5942
Increasing
Slightly volatile
Dividends per Basic Common Share2.953.61.9131
Increasing
Slightly volatile
Return on Average Equity0.110.1020.0993
Increasing
Slightly volatile
Return on Average Assets0.00940.0080.009
Increasing
Slightly volatile
Return on Invested Capital0.01190.010.0115
Increasing
Slightly volatile
Gross Margin0.890.90.9829
Decreasing
Slightly volatile
Profit Margin0.250.2290.2234
Increasing
Slightly volatile
EBITDA Margin0.40.3540.3646
Increasing
Slightly volatile
Return on Sales0.320.2820.3046
Increasing
Slightly volatile
Asset Turnover0.03660.0370.0405
Decreasing
Slightly volatile
Payout Ratio0.370.4050.2753
Increasing
Slightly volatile
Enterprise Value over EBITDA11.5410.81413.6906
Decreasing
Slightly volatile
Enterprise Value over EBIT14.3414.016.3614
Decreasing
Slightly volatile
Price to Earnings Ratio14.4314.29412.1363
Increasing
Slightly volatile
Sales per Share36.9238.78229.2232
Increasing
Slightly volatile
Price to Sales Ratio3.273.2762.7175
Increasing
Slightly volatile
Price to Book Value1.381.3871.1547
Increasing
Slightly volatile
Debt to Equity Ratio10.0311.1169.9445
Decreasing
Slightly volatile
Dividend Yield0.02760.0280.0227
Increasing
Slightly volatile
Free Cash Flow per Share(26.61)(25.925)3.6998
Decreasing
Slightly volatile
Book Value per Share85.4690.62966.9107
Increasing
Slightly volatile
Tangible Assets Book Value per Share9701.1 K716
Increasing
Slightly volatile
Total Assets Per Share8891.1 K738
Increasing
Slightly volatile
Cash Flow Per Share(26.89)(26.2049)3.9868
Decreasing
Slightly volatile
Calculated Tax Rate24.0917.725325.3691
Decreasing
Slightly volatile
PPandE Turnover6.94.88077.4336
Decreasing
Slightly volatile
Cash and Equivalents Turnover0.50.32640.5522
Decreasing
Slightly volatile
Revenue to Assets0.04670.03820.0459
Decreasing
Stable

JP Morgan Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Earnings before Tax35.7 B33.7 B31.4 B
Increasing
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization EBITDA43.7 B42.3 B37.7 B
Increasing
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization USD43.7 B42.3 B37.7 B
Increasing
Slightly volatile
Market Capitalization361 B387.3 B278.8 B
Increasing
Slightly volatile
Enterprise Value450.4 B457.4 B494 B
Decreasing
Stable
Invested Capital3320.6 B3345.8 B2746.1 B
Increasing
Slightly volatile
Average Equity274.6 B269 B233.5 B
Increasing
Slightly volatile
Average Assets3165.5 B3245.8 B2571 B
Increasing
Slightly volatile
Invested Capital Average3297 B3295.8 B2748.5 B
Increasing
Slightly volatile
Tangible Asset Value3186.5 B3331.3 B2534.7 B
Increasing
Slightly volatile
Free Cash Flow(82 B)(79.9 B)17 B
Decreasing
Slightly volatile
Revenue Per Employee461.2 K505.8 K463 K
Increasing
Slightly volatile
Net Income Per Employee101.2 K113.8 K98.4 K
Increasing
Slightly volatile

JP Morgan Fundamental Market Drivers

Short Percent Of Float0.77%
Forward Price Earnings12.56
Shares Short Prior Month19.62M
Average Daily Volume Last 10 Day13.58M
Average Daily Volume In Three Month14.22M
Date Short Interest15th of June 2021
Fifty Day Average154.69
Two Hundred Day Average151.25

JP Morgan Upcoming Events

Upcoming Quarterly Report12th of October 2021
Next Earnings Report21st of January 2022
Next Fiscal Quarter End30th of September 2021
Next Fiscal Year End21st of January 2022
Last Quarter Report30th of June 2021
Last Earning Announcement30th of September 2020

About JP Morgan Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include JP Morgan income statement, its balance sheet, and the statement of cash flows. JP Morgan investors use historical funamental indicators, such as JP Morgan's revenue or net income, to determine how well the company is positioned to perform in the future. Although JP Morgan investors may use each financial statement separately, they are all related. The changes in JP Morgan's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on JP Morgan'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 JP Morgan Financial Statements. Understanding these patterns can help to make the right decision on long term investment in JP Morgan. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2021
Revenues119.5 B122.1 B
Revenue to Assets 0.038246  0.0467 
Revenue Per Employee505.8 K461.2 K
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 259350 people.

JP Morgan Investors Sentiment

The influence of JP Morgan'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 JP Morgan. 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 markets does not have a solid backing from leading economists and market statisticians.

Current Sentiment - JPM

JP Morgan Chase Investor Sentiment

Predominant part of Macroaxis users are currently bullish on JP Morgan Chase. What is your judgment towards investing in JP Morgan Chase? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
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Please see the analysis of JP Morgan Correlation against competitors. Note that the JP Morgan Chase information on this page should be used as a complementary analysis to other JP Morgan's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

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The market value of JP Morgan Chase is measured differently than its book value, which is the value of JP Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of JP Morgan's value that differs from its market value or its book value, called intrinsic value, which is JP Morgan'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 JP Morgan's market value can be influenced by many factors that don't directly affect JP Morgan Chase underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JP Morgan's value and its price as these two are different measures arrived at by different means. Investors typically determine JP Morgan value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JP Morgan'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.