JPMorgan Financial Statements From 2010 to 2024

JPM Stock  USD 192.66  2.36  1.24%   
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
0.3394
Market Capitalization
548.1 B
Revenue
146 B
Earnings Share
16.23
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.
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 Short Term Coverage Ratios of 0.22, Price Earnings Ratio of 9.63 or Price To Sales Ratio of 1.8. 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 B3.1 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
Dividends Paid14.1 B13.5 B9.1 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 Earnings Ratio9.6310.480611.0253
Pretty Stable
Price To Sales Ratio1.83.35162.7358
Slightly volatile
Dividend Yield0.05010.02590.0337
Pretty Stable
Price Book Value Ratio1.031.58391.222
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
Cash Per Share281267206
Slightly volatile
Total Debt To Capitalization0.70.57110.6456
Slightly volatile
Interest Coverage0.720.75763.1488
Very 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 Ratio1.031.58391.222
Slightly volatile
Current Ratio7.176.82633.6778
Slightly volatile
Fixed Asset Turnover4.485.13825.6643
Slightly volatile
Debt Ratio0.110.11260.1551
Slightly volatile
Price Sales Ratio1.83.35162.7358
Slightly volatile
Receivables Turnover1.371.44331.0035
Pretty Stable
Asset Turnover0.04980.040.0403
Pretty Stable
Price Fair Value1.031.58391.222
Slightly volatile

JPMorgan Fundamental Market Drivers

Forward Price Earnings11.7925
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 2024
Current Deferred Revenue91.9 B81.7 B
Total Revenue155 B162.7 B
Cost Of Revenue9.2 B18.1 B
Ebit Per Revenue 0.40  0.72 

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
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:

Complementary Tools for JPMorgan Stock analysis

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.
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Equity Valuation
Check real value of public entities based on technical and fundamental data
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
(0.15)
Dividend Share
4.1
Earnings Share
16.23
Revenue Per Share
49.687
Quarterly Revenue Growth
0.111
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.