JPMorgan Stock Financials

JPM
 Stock
  

USD 131.37  3.79  2.80%   

JPMorgan Chase Net Income Per Employee is relatively stable at the moment as compared to the past year. The company's current value of Net Income Per Employee is estimated at 192,417. Average Equity is expected to hike to about 292.4 B this year, although the value of Average Assets will most likely fall to nearly 3513.2 B.
  
With this module, you can analyze JPMorgan financials for your investing period. You should be able to track the changes in JPMorgan Chase individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.

JPMorgan Most Recent Estimates

Quarterly Earnings Growth YOY
(0.17) 
EPS Estimate Next Quarter
2.89
Diluted Eps
11.99
EPS Estimate Current Year
11.69
EPS Estimate Next Year
12.86
EPS Estimate Current Quarter
2.88
Understanding current and past JPMorgan Chase Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of JPMorgan Chase's financial statements are interrelated, with each one affecting the others. For example, an increase in JPMorgan Chase's assets may result in an increase in income on the income statement.

Revenues

115.85 Billion

The financial analysis of JPMorgan Chase is a critical element in measuring its lifeblood. The essential information of the day-to-day investment outlook for JPMorgan Chase includes many different criteria found on its balance sheet. For example, investors should never minimize JPMorgan Chase's ability to pay suppliers or employees on time, making sure interest payments are not accumulating or correctly timing where and how to re-invest extra cash. Any individual investor needs to monitor JPMorgan Chase's cash flow, debt, and profitability to effectively and accurately make more informed decisions on whether to invest in JPMorgan Chase.

JPMorgan Chase Cash

Chance Of Financial Distress
Less than 10
JPMorgan Chase Co has less than 10 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for JPMorgan Chase stock is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in JPMorgan Chase's official financial statements usually reflect JPMorgan Chase's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of JPMorgan Chase. For example, before you start analyzing numbers published by JPMorgan accountants, it's critical to develop an understanding of what JPMorgan Chase's liquidity, profitability, and earnings quality are in the context of the Banks space in which it operates.
Please note, the presentation of JPMorgan Chase's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, JPMorgan Chase's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in JPMorgan Chase's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of JPMorgan Chase Co. Please utilize our Beneish M Score to check the likelihood of JPMorgan Chase's management to manipulate its earnings.

JPMorgan Chase Company Summary

JPMorgan Chase competes with East West. 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 288474 people.
Foreign Associates
Specialization
Financial Services, Banks-Diversified
InstrumentUSA Stock View All
ExchangeNew York Stock Exchange
CIK Number0000019617
ISINUS46625H1005
RegionNorth America
Business Address383 Madison Avenue,
SectorBanks
IndustryFinancials
BenchmarkNYSE Composite
Websitewww.jpmorganchase.com
Phone212 270 6000
CurrencyUSD - US Dollar
You should never invest in JPMorgan Chase without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of JPMorgan Stock, because this is throwing your money away. Analyzing the key information contained in JPMorgan Chase's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

JPMorgan Chase Key Financial Ratios

Generally speaking, JPMorgan Chase's financial ratios allow both analysts and investors to convert raw data from JPMorgan Chase's financial statements into concise, actionable information that can be used to evaluate the performance of JPMorgan Chase over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that JPMorgan Chase reports annually and quarterly.

JPMorgan Chase Key Balance Sheet Accounts

201720182019202020212022 (projected)
Long Term Debt249.54 B257.82 B280.7 B285.14 B300.64 B317.82 B
Total Assets2,533.6 B2,622.53 B2,687.38 B3,386.07 B3,743.57 B3,077.22 B
Cash and Equivalents430.12 B278.79 B263.63 B527.61 B740.83 B799.32 B
Total Debt494.8 B533.63 B516.09 B542.1 B548.94 B511.61 B
Deposit Liabilities1,443.98 B1,470.67 B1,562.43 B2,144.26 B2,462.3 B2,188.88 B
Shareholders Equity255.69 B256.51 B261.33 B279.35 B294.13 B255.01 B
Investments1,852.43 B2,080.23 B2,271.73 B2,686.11 B2,634.9 B2,593.31 B
Total Liabilities2,277.91 B2,366.02 B2,426.05 B3,106.72 B3,449.44 B2,822.21 B

JPMorgan Chase Key Income Statement Accounts

An income statement is very similar to a cash flow statement, but instead of showing net revenue minus expenses, it only includes earnings before interest and taxes (EBIT). This number does not have all of the same line items that are on a cash flow statement, but it leaves out non-cash expenses like depreciation and amortization. For example, if you bought $100 worth of goods from Walmart (WMT) using your debit card that has an interest rate of 20%, then paid off the balance at the end of the month with a credit card that charges 30% interest, you would have an income statement showing EBIT of $80 because your expenses are lower than the amount that went into your pocket. The other reason investors look at the income statement is to determine what JPMorgan Chase's earnings per share (EPS) will be in order to see if they want to buy more shares or not. For example, if a company earned $20 million in the last quarter and has 100,000 shares outstanding, its EPS is 20 cents. If you find that this number beats analysts' forecasts or is higher than it was from the same period last year, then you might want to buy more of this stock even though its price per share may not have changed.
201720182019202020212022 (projected)
Consolidated Income24.44 B32.47 B36.43 B29.13 B48.33 B41.76 B
Gross Profit100.7 B108.78 B115.72 B119.95 B121.65 B124.6 B
Net Income24.44 B32.47 B36.43 B29.13 B48.33 B52.15 B
Operating Expenses59.52 B63.15 B65.27 B66.66 B71.34 B74.05 B
Operating Income41.19 B45.63 B50.45 B53.3 B50.31 B50.55 B
Revenues113.9 B131.41 B142.42 B129.5 B127.2 B115.85 B
Income Tax Expense11.46 B8.29 B8.44 B6.68 B11.23 B10.92 B

JPMorgan Chase Key Cash Accounts

Cash flow analysis captures how much money flows into and out of JPMorgan Chase. It measures of how well JPMorgan is doing because it can show the actual money that comes into and out of the company from sales instead of measuring expenses against revenue to determine earnings. You have to read the cash flow statement in three sections. The first section shows how much money JPMorgan Chase brought in, usually known as net revenue or sales. This is different from earnings because it does not include expenses when determining net revenue for use on this part of the cash flow statement. Next, are operating activities, which show how much money JPMorgan had leftover after paying for its expenses. This number can be calculated in two ways: by subtracting the total of all operating expenses from net revenue or by adding up changes to cash and other assets or liabilities on this part of the statement. The third section is about investing activities, which shows what JPMorgan Chase has done with the money that it received from the sale of assets or what it spent to acquire new ones. This section can be broken down into two parts: investing in existing businesses (in other words, buying more stock) and investing in non-business activities like paying off debt or making acquisitions.
201720182019202020212022 (projected)
Depreciation Amortization and Accretion6.18 B7.79 B8.37 B8.61 B7.93 B7.9 B
Net Cash Flow or Change in Cash and Cash Equivalents40.15 B(152.51 B)(15.16 B)263.98 B213.22 B230.06 B
Issuance Purchase of Equity Shares(15.41 B)(19.98 B)(24 B)(6.52 B)(18.41 B)(18.89 B)
Issuance Repayment of Debt Securities(17.01 B)37.24 B(35.74 B)9.6 B14.45 B15.59 B
Payment of Dividends and Other Cash Distributions(8.99 B)(10.11 B)(12.34 B)(12.69 B)(12.86 B)(13.87 B)
Net Cash Flow from Financing14.64 B34.16 B32.99 B596.64 B275.99 B297.78 B
Net Cash Flow from Investing(10.28 B)(197.99 B)(54.01 B)(261.91 B)(129.34 B)(139.56 B)
Net Cash Flow Investment Acquisitions and Disposals28.81 B(194.43 B)(47.02 B)(254.57 B)(118.3 B)(127.64 B)
Net Cash Flow from Operations(2.5 B)14.19 B6.05 B(79.91 B)78.08 B84.25 B
Effect of Exchange Rate Changes on Cash8.09 B(2.86 B)(182 M)9.15 B(11.51 B)(11.81 B)

JPMorgan Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining JPMorgan Chase's current stock value. Our valuation model uses many indicators to compare JPMorgan Chase value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across JPMorgan Chase competition to find correlations between indicators driving JPMorgan Chase's intrinsic value. More Info.
JPMorgan Chase Co is rated second overall in debt to equity category among related companies. It is currently regarded as number one stock in total asset category among related companies fabricating about  440,419,647,059  of Total Asset per Debt to Equity. Total Assets Per Share is expected to hike to 1,372 this year, although the value of Total Assets will most likely fall to nearly 3077.2 B.. Comparative valuation analysis is a catch-all model that can be used if you cannot value JPMorgan Chase by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for JPMorgan Chase's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the JPMorgan Chase's earnings, one of the primary drivers of an investment's value.

JPMorgan Chase Systematic Risk

JPMorgan Chase's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. JPMorgan Chase volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on JPMorgan Chase correlated with the market. If Beta is less than 0 JPMorgan Chase generally moves in the opposite direction as compared to the market. If JPMorgan Chase Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one JPMorgan Chase is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of JPMorgan Chase is generally in the same direction as the market. If Beta > 1 JPMorgan Chase moves generally in the same direction as, but more than the movement of the benchmark.
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About JPMorgan Chase Financials

What exactly are JPMorgan Chase Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include JPMorgan Chase's income statement, its balance sheet, and the statement of cash flows. Potential JPMorgan Chase investors and stakeholders use financial statements 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. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as JPMorgan Chase is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of JPMorgan has grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.

JPMorgan Chase Thematic Clasifications

JPMorgan Chase Co is part of several thematic ideas from Blockchain to Momentum. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic Ideas
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JPMorgan Chase December 5, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of JPMorgan Chase help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of JPMorgan Chase Co. We use our internally-developed statistical techniques to arrive at the intrinsic value of JPMorgan Chase Co based on widely used predictive technical indicators. In general, we focus on analyzing JPMorgan Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build JPMorgan Chase's daily price indicators and compare them against related drivers.
Downside Deviation1.62
Information Ratio0.0964
Maximum Drawdown7.57
Value At Risk(2.15)
Potential Upside4.2
Please see Risk vs Return Analysis. You can also try Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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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 YOY
(0.17) 
Market Capitalization
396.5 B
Return On Assets
0.0098
Return On Equity
0.13
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 JPMorgan Chase value 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.