JP Morgan Financial Statements From 2010 to 2022

JPM -  USA Stock  

USD 146.61  1.30  0.89%

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-four 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 2022 to make sure the company is sustainable this quarter and beyond.
JP Morgan Earnings before Tax are relatively stable at the moment as compared to the past year. The company's current value of Earnings before Tax is estimated at 38.81 Billion. Enterprise Value is expected to hike to about 549.3 B this year, although the value of Net Income Per Employee will most likely fall to nearly 95.2 K.

JP Morgan Financial Statements 

 
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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 32.2 B, Earning Before Interest and Taxes EBIT of 38.8 B or Gross Profit of 131.5 B, as well as many exotic indicators such as Calculated Tax Rate of 25.48, PPandE Turnover of 7.28 or Cash and Equivalents Turnover of 0.53. 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

131.48 BillionShare

JP Morgan Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets3535.6 B3892.5 B2721.4 B
Increasing
Slightly volatile
Cash and Equivalents518.5 B606.8 B362.3 B
Increasing
Slightly volatile
Investments2684.7 B2914.8 B2104.8 B
Increasing
Slightly volatile
Deposit Liabilities2122.8 B2465.9 B1535.8 B
Increasing
Slightly volatile
Property Plant and Equipment Net26.2 B31.2 B18.5 B
Increasing
Slightly volatile
Trade and Non Trade Receivables93 B104.1 B70.7 B
Increasing
Slightly volatile
Trade and Non Trade Payables255.5 B266 B209.2 B
Increasing
Slightly volatile
Goodwill and Intangible Assets62.4 B61.4 B53.4 B
Increasing
Slightly volatile
Total Liabilities3228.5 B3571.2 B2475.4 B
Increasing
Slightly volatile
Shareholders Equity307.2 B321.3 B245.9 B
Increasing
Slightly volatile
Accumulated Retained Earnings Deficit235.2 B272.5 B167.7 B
Increasing
Slightly volatile
Accumulated Other Comprehensive Income9.9 B9.2 B2.7 B
Increasing
Slightly volatile
Total Debt478.9 B487.9 B522 B
Decreasing
Slightly volatile
Shareholders Equity USD307.2 B321.3 B245.9 B
Increasing
Slightly volatile
Cash and Equivalents USD518.5 B606.8 B362.3 B
Increasing
Slightly volatile
Total Debt USD478.9 B487.9 B522 B
Decreasing
Slightly volatile
Long Term Debt330.9 B327.9 B282 B
Increasing
Stable

JP Morgan Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Revenues131.5 B137.5 B106.7 B
Increasing
Slightly volatile
Selling General and Administrative Expense67.5 B69.8 B55.1 B
Increasing
Slightly volatile
Operating Expenses58.1 B60 B62.4 B
Decreasing
Stable
Income Tax Expense6.5 B5.6 B7.9 B
Decreasing
Stable
Consolidated Income32.2 B33.5 B25.9 B
Increasing
Slightly volatile
Net Income to Non Controlling InterestsBB1.7 B
Increasing
Slightly volatile
Net Income30.2 B31.5 B24.2 B
Increasing
Slightly volatile
Net Income Common Stock30.2 B31.5 B24.2 B
Increasing
Slightly volatile
Weighted Average SharesB2.8 B3.5 B
Decreasing
Slightly volatile
Weighted Average Shares DilutedB2.8 B3.5 B
Decreasing
Slightly volatile
Earning Before Interest and Taxes EBIT38.8 B38.7 B32.4 B
Increasing
Slightly volatile
Revenues USD131.5 B137.5 B106.7 B
Increasing
Slightly volatile
Net Income Common Stock USD30.2 B31.5 B24.2 B
Increasing
Slightly volatile
Earning Before Interest and Taxes USD38.8 B38.7 B32.4 B
Increasing
Slightly volatile
Gross Profit131.5 B137.5 B106.7 B
Increasing
Slightly volatile
Operating Income54.7 B60.8 B41.7 B
Increasing
Slightly volatile

JP Morgan Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Net Cash Flow Business Acquisitions and Disposals81.7 M79.2 M89 M
Decreasing
Slightly volatile
Net Cash Flow Investment Acquisitions and Disposals(235.1 B)(229.1 B)(130 B)
Decreasing
Stable
Net Cash Flow from Financing740.3 B686.1 B189.6 B
Increasing
Slightly volatile
Issuance Repayment of Debt Securities 11.9 B11 B(14.1 B)
Increasing
Slightly volatile
Net Cash Flow from Investing(241.9 B)(235.7 B)(132.5 B)
Decreasing
Stable
Net Cash Flow from Operations(73.8 B)(71.9 B)18.5 B
Decreasing
Slightly volatile
Effect of Exchange Rate Changes on Cash 11.4 B10.5 B2.5 B
Increasing
Slightly volatile
Net Cash Flow or Change in Cash and Cash Equivalents327.5 B303.6 B63.2 B
Increasing
Slightly volatile
Share Based Compensation2.3 B2.3 B2.5 B
Decreasing
Slightly volatile
Depreciation Amortization and Accretion8.8 B9.9 B6.6 B
Increasing
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Earnings per Basic Share9.2510.226.9783
Increasing
Slightly volatile
Earnings per Diluted Share9.2210.216.9474
Increasing
Slightly volatile
Earnings per Basic Share USD9.2510.226.9783
Increasing
Slightly volatile
Dividends per Basic Common Share3.334.142.1597
Increasing
Slightly volatile
Return on Average Equity0.120.120.1019
Increasing
Slightly volatile
Return on Average Assets0.01020.00920.0092
Increasing
Slightly volatile
Return on Invested Capital0.01280.01150.0116
Increasing
Slightly volatile
Gross Margin0.890.90.9842
Decreasing
Slightly volatile
Profit Margin0.270.260.23
Increasing
Slightly volatile
EBITDA Margin0.40.410.3714
Increasing
Slightly volatile
Return on Sales0.350.320.3104
Increasing
Slightly volatile
Asset Turnover0.03440.03330.0393
Decreasing
Slightly volatile
Payout Ratio0.420.470.3035
Increasing
Slightly volatile
Enterprise Value over EBITDA10.49.7312.5446
Decreasing
Slightly volatile
Enterprise Value over EBIT12.9112.615.0389
Decreasing
Slightly volatile
Price to Earnings Ratio15.6316.4412.3084
Increasing
Slightly volatile
Sales per Share40.1444.630.5742
Increasing
Slightly volatile
Price to Sales Ratio3.593.772.7999
Increasing
Slightly volatile
Price to Book Value1.511.61.1789
Increasing
Slightly volatile
Debt to Equity Ratio9.410.09.9244
Decreasing
Slightly volatile
Dividend Yield0.03080.03220.0252
Increasing
Slightly volatile
Free Cash Flow per Share(23.95)(23.33)3.7901
Decreasing
Slightly volatile
Book Value per Share93.8210470.6199
Increasing
Slightly volatile
Tangible Assets Book Value per Share1.1 K1.2 K768
Increasing
Slightly volatile
Total Assets Per Share831999753
Increasing
Slightly volatile
Cash Flow Per Share(30.93)(30.14)1.0509
Decreasing
Slightly volatile
Calculated Tax Rate25.4820.3825.0928
Decreasing
Slightly volatile
PPandE Turnover7.285.617.3229
Decreasing
Slightly volatile
Cash and Equivalents Turnover0.530.380.5411
Decreasing
Slightly volatile
Revenue to Assets0.04970.0440.046
Decreasing
Stable

JP Morgan Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Earnings before Tax38.8 B38.7 B32.4 B
Increasing
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization EBITDA47.6 B48.6 B39 B
Increasing
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization USD47.6 B48.6 B39 B
Increasing
Slightly volatile
Market Capitalization397.7 B445.4 B291.4 B
Increasing
Slightly volatile
Enterprise Value549.3 B526 B485.8 B
Increasing
Stable
Invested Capital3588.3 B3847.7 B2850 B
Increasing
Slightly volatile
Average Equity299.2 B309.4 B242 B
Increasing
Slightly volatile
Average Assets3445.8 B3732.7 B2693.3 B
Increasing
Slightly volatile
Invested Capital Average3562.4 B3790.2 B2851.1 B
Increasing
Slightly volatile
Tangible Asset Value3473.3 B3831 B2668 B
Increasing
Slightly volatile
Free Cash Flow(73.8 B)(71.9 B)18.5 B
Decreasing
Slightly volatile
Revenue Per Employee434.6 K455.2 K460.4 K
Increasing
Stable
Net Income Per Employee95.2 K102.4 K98.2 K
Increasing
Slightly volatile

JP Morgan Fundamental Market Drivers

Short Percent Of Float0.50%
Forward Price Earnings12.24
Shares Short Prior Month14.47M
Average Daily Volume Last 10 Day20.98M
Average Daily Volume In Three Month12.54M
Date Short Interest31st of December 2021
Fifty Day Average160.38
Two Hundred Day Average159.53

JP Morgan Upcoming Events

Upcoming Quarterly Report13th of April 2022
Next Earnings Report12th of July 2022
Next Fiscal Quarter End31st of March 2022
Next Fiscal Year End13th of January 2023
Last Quarter Report31st of December 2021
Last Earning Announcement31st of March 2021

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 2022
Revenues137.5 B131.5 B
Revenue to Assets 0.044  0.0497 
Revenue Per Employee455.2 K434.6 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 271025 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.

JP Morgan Implied Volatility

    
  51.79  
JP Morgan's implied volatility exposes the market's sentiment of JP Morgan Chase stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JP Morgan'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 JP Morgan stock will not fluctuate a lot when JP Morgan'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 JP Morgan 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, JP Morgan's short interest history, or implied volatility extrapolated from JP Morgan options trading.

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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

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Is JP Morgan'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 JP Morgan. If investors know JP Morgan 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 JP Morgan listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
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'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 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.