JPMorgan Financial Statements From 2010 to 2023

JPM Stock  USD 156.84  0.76  0.49%   
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
0.3598
Market Capitalization
453.4 B
Revenue
142.4 B
Earnings Share
16.77
There are over eighty-four 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 2023 to make sure the company can sustain itself next year. At this time, JPMorgan Chase's Earnings Before Interest Taxes and Depreciation Amortization EBITDA is very stable as compared to the past year. As of the 4th of December 2023, Average Equity is likely to grow to about 296.3 B, while Revenue Per Employee is likely to drop about 474.7 K.

JPMorgan Chase Revenues

129.58 Billion

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 Consolidated Income of 36.6 B, Earning Before Interest and Taxes EBIT of 44.2 B or Gross Profit of 129.6 B, as well as many exotic indicators such as Calculated Tax Rate of 23.82, PPandE Turnover of 7.1 or Cash and Equivalents Turnover of 0.24. 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
Accumulated Retained Earnings Deficit264.7 B296.5 B181.3 B
Slightly volatile
Trade and Non Trade Receivables109.4 B125.2 B75.6 B
Slightly volatile
Property Plant and Equipment Net25.6 B27.7 B18.9 B
Slightly volatile
Trade and Non Trade Payables281.9 B300.1 B216.3 B
Slightly volatile
Total Liabilities3.3 T3.4 T2.5 T
Slightly volatile
Investments2.7 T2.7 T2.1 T
Slightly volatile
Goodwill and Intangible Assets62.8 B60.9 B53.4 B
Slightly volatile
Shareholders Equity USD300.6 B292.3 B249.8 B
Slightly volatile
Shareholders Equity Attributable to Parent300.6 B292.3 B249.8 B
Slightly volatile
Deposit Liabilities2.2 T2.3 T1.6 T
Slightly volatile
Total Debt USD508.4 B542.5 B533.8 B
Slightly volatile
Total Debt508.4 B542.5 B533.8 B
Slightly volatile
Cash and Equivalents USD540.8 B567.2 B392.5 B
Slightly volatile
Cash and Equivalents540.8 B567.2 B392.5 B
Slightly volatile
Total Assets3.6 T3.7 T2.8 T
Slightly volatile
Accumulated Other Comprehensive Income(17.8 B)(17.3 B)(898.7 M)
Slightly volatile
Long Term Debt317.1 B297.4 B280.2 B
Pretty Stable

JPMorgan Chase Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Income Tax Expense9.5 B8.5 B8.6 B
Slightly volatile
Weighted Average Shares DilutedBB3.5 B
Slightly volatile
Weighted Average SharesBB3.5 B
Slightly volatile
Selling General and Administrative Expense69.2 B69.8 B56.2 B
Slightly volatile
Revenues USD129.6 B128.7 B107.1 B
Slightly volatile
Revenues129.6 B128.7 B107.1 B
Slightly volatile
Operating Income51.9 B52.6 B41.2 B
Slightly volatile
Operating Expenses77.7 B76.1 B65.8 B
Slightly volatile
Net Income to Non Controlling Interests1.9 B1.8 B1.7 B
Slightly volatile
Net Income Common Stock USD34.7 B35.9 B26.7 B
Slightly volatile
Net Income Common Stock34.7 B35.9 B26.7 B
Slightly volatile
Net Income34.7 B35.9 B26.7 B
Slightly volatile
Gross Profit129.6 B128.7 B107.1 B
Slightly volatile
Earning Before Interest and Taxes USD44.2 B44.4 B35.4 B
Slightly volatile
Earning Before Interest and Taxes EBIT44.2 B44.4 B35.4 B
Slightly volatile
Consolidated Income36.6 B37.7 B28.4 B
Slightly volatile

JPMorgan Chase Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Share Based Compensation2.3 B2.3 B2.5 B
Slightly volatile
Effect of Exchange Rate Changes on Cash (17.1 B)(16.6 B)(2.2 B)
Slightly volatile
Net Cash Flow from Operations115.6 B107.1 B38.9 B
Pretty Stable
Net Cash Flow Investment Acquisitions and Disposals(135.8 B)(125.9 B)(107 B)
Pretty Stable
Net Cash Flow from Investing(148.7 B)(137.8 B)(111.3 B)
Pretty Stable
Net Cash Flow from Financing(129.6 B)(126.3 B)72.8 B
Very volatile
Issuance Repayment of Debt Securities 34.9 B32.4 B6.6 B
Very volatile
Net Cash Flow Business Acquisitions and Disposals78.7 M79.2 M86.7 M
Slightly volatile
Net Cash Flow or Change in Cash and Cash Equivalents(178.2 B)(173.6 B)(1.7 B)
Very volatile
Depreciation Amortization and Accretion7.5 B7.1 B6.4 B
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Tangible Assets Book Value per Share1.1 K1.2 K807
Slightly volatile
Sales per Share41.0943.39331.3417
Slightly volatile
Return on Sales0.370.3450.3291
Slightly volatile
Return on Invested Capital0.01350.0120.0121
Slightly volatile
Return on Average Equity0.130.1250.1079
Slightly volatile
Return on Average Assets0.01030.0090.0096
Slightly volatile
Price to Sales Ratio3.383.092.8716
Slightly volatile
Price to Earnings Ratio12.9111.08311.735
Slightly volatile
Price to Book Value1.431.3461.2038
Slightly volatile
Payout Ratio0.350.3310.2902
Slightly volatile
Profit Margin0.290.2790.2474
Slightly volatile
Gross Margin0.890.90.9853
Slightly volatile
Free Cash Flow per Share38.9736.11811.5324
Pretty Stable
Enterprise Value over EBITDA7.876.30811.6072
Slightly volatile
Enterprise Value over EBIT9.017.013.5718
Slightly volatile
Earnings per Basic Share USD11.0912.17.9482
Slightly volatile
Earnings per Diluted Share11.0712.097.9177
Slightly volatile
Earnings per Basic Share11.0912.17.9482
Slightly volatile
EBITDA Margin0.440.40.3889
Slightly volatile
Dividends per Basic Common Share3.514.02.3229
Slightly volatile
Dividend Yield0.030.0230.0251
Pretty Stable
Debt to Equity Ratio11.8711.5410.2282
Slightly volatile
Book Value per Share95.1398.56873.1483
Slightly volatile
Asset Turnover0.03410.0340.0387
Slightly volatile
Total Assets Per Share9971.2 K820
Slightly volatile
Cash Flow Per Share39.3936.506312.6535
Pretty Stable
Calculated Tax Rate23.8218.390224.386
Slightly volatile
PPandE Turnover7.15.64897.1248
Slightly volatile
Cash and Equivalents Turnover0.240.23670.4861
Slightly volatile
Revenue to Assets0.04810.04220.0449
Slightly volatile

JPMorgan Chase Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Tangible Asset Value3.5 T3.6 T2.7 T
Slightly volatile
Market Capitalization394.1 B393.3 B305.9 B
Slightly volatile
Invested Capital Average3.6 T3.7 T2.9 T
Slightly volatile
Invested Capital3.5 T3.6 T2.9 T
Slightly volatile
Free Cash Flow115.6 B107.1 B38.9 B
Pretty Stable
Enterprise Value354.8 B324.4 B452.5 B
Slightly volatile
Average Equity296.3 B288.1 B245.6 B
Slightly volatile
Earnings before Tax44.2 B44.4 B35.4 B
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization USD51.7 B51.4 B41.7 B
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization EBITDA51.7 B51.4 B41.7 B
Slightly volatile
Average Assets3.6 T3.8 T2.8 T
Slightly volatile
Revenue Per Employee474.7 K527 K469 K
Slightly volatile
Net Income Per Employee112.4 K128.3 K107 K
Slightly volatile

JPMorgan Fundamental Market Drivers

Forward Price Earnings10.2987
Cash And Short Term Investments773.1 B

JPMorgan Upcoming Events

12th of January 2024
Upcoming Quarterly Report
View
12th of April 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
12th of January 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
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 2023
Revenues128.7 B129.6 B
Revenue to Assets 0.042227  0.0481 
Revenue Per Employee527 K474.7 K

JPMorgan Chase Investors Sentiment

The influence of JPMorgan Chase'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 JPMorgan. 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 market does not have solid backing from leading economists and market statisticians.
Investor biases related to JPMorgan Chase's public news can be used to forecast risks associated with an investment in JPMorgan. The trend in average sentiment can be used to explain how an investor holding JPMorgan can time the market purely based on public headlines and social activities around JPMorgan Chase Co. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
JPMorgan Chase's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for JPMorgan Chase's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average JPMorgan Chase's news discussions. The higher the estimated score, the more favorable is the investor's outlook on JPMorgan Chase.

JPMorgan Chase Implied Volatility

    
  18.67  
JPMorgan Chase's implied volatility exposes the market's sentiment of JPMorgan Chase Co stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JPMorgan Chase'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 JPMorgan Chase stock will not fluctuate a lot when JPMorgan Chase'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 JPMorgan Chase 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, JPMorgan Chase's short interest history, or implied volatility extrapolated from JPMorgan Chase options trading.

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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:
Check out the analysis of JPMorgan Chase Correlation against competitors.
You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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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
0.388
Dividend Share
4.05
Earnings Share
16.77
Revenue Per Share
48.271
Quarterly Revenue Growth
0.231
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.