JP Morgan Stock Financials

JPM -  USA Stock  

USD 151.45  0.20  0.13%

Understanding current and past JP Morgan Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of JP Morgan's financial statements are interrelated, with each one affecting the others. For example, an increase in JP Morgan's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of JP Morgan's financials over time to get the whole picture. 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.
We strongly advise to harness JP Morgan Chase fundamental analysis to see if markets are at this moment mispricing the company. Strictly speaking, you can make use of it to find out if JP Morgan Chase is indeed mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to interpolate data for thirty-three available financial indicators for JP Morgan, which can be compared to its peers in the sector. To make sure the equity is not overpriced, please check out all JP Morgan Chase financials, including its cash and equivalents, beta, and the relationship between the price to sales and cash flow from operations . Given that JP Morgan Chase has a number of shares shorted of 23 M, we strongly advise you to confirm JP Morgan latest market performance to make sure the company can sustain itself this quarter and beyond. Use JP Morgan to protect your portfolios against small market fluctuations. The stock experiences a normal downward trend and little activity. Check odds of JP Morgan to be traded at $149.94 in 90 days.

Search Fundamentals 

 
Refresh
With this module, you can analyze JP Morgan financials for your investing period. You should be able to track the changes in JP Morgan individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 50
JP Morgan Chase has    50 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for JP Morgan 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 JP Morgan's official financial statements usually reflect JP Morgan'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 JP Morgan Chase. For example, before you start analyzing numbers published by JP Morgan accountants, it's critical to develop an understanding of what JP Morgan's liquidity, profitability, and earnings quality are in the context of the Financial Services space in which it operates.
Please note, the presentation of JP Morgan'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, JP Morgan's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in JP Morgan's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of JP Morgan Chase. Please utilize our Beneish M Score to check the likelihood of JP Morgan's management to manipulate its earnings.

JP Morgan Company Summary

JP Morgan competes with Credit Suisse, B of A, Barclays Plc, Bank Of Montreal, and Bank of Nova Scotia. 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.
Specialization
Financial Services, Banks - Diversified
InstrumentUSA Stock View All
ExchangeNew York Stock Exchange
CIK Number0000019617
ISINUS46625H1005
CUSIP16161A108
RegionNorth America
LocationNew York; U.S.A
Business Address383 Madison Avenue,
SectorFinancial Services
IndustryBanks—Diversified
BenchmarkDOW
Websitewww.jpmorganchase.com
Phone212 270 6000
Related EntityJPM
CurrencyUSD - US Dollar

JP Morgan Key Financial Ratios

Generally speaking, JP Morgan's financial ratios allow both analysts and investors to convert raw data from JP Morgan's financial statements into concise, actionable information that can be used to evaluate the performance of JP Morgan 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 JP Morgan Chase reports annually and quarterly.

JP Morgan Key Balance Sheet Accounts

201620172018201920202021 (projected)
Long Term Debt254.77 B249.54 B257.82 B280.7 B285.14 B308.35 B
Total Assets2,490.97 B2,533.6 B2,622.53 B2,687.38 B3,384.76 B3,244.68 B
Cash and Equivalents389.63 B431.3 B278.79 B263.63 B527.61 B461.33 B
Total Debt495.35 B494.8 B533.63 B516.09 B542.1 B510.84 B
Deposit Liabilities1,375.18 B1,443.98 B1,470.67 B1,562.43 B2,144.26 B1,927.46 B
Shareholders Equity254.19 B255.69 B256.51 B261.33 B279.35 B281.83 B
Investments1,868.55 B1,852.43 B2,080.23 B2,271.73 B2,534.57 B2,476.1 B
Total Liabilities2,236.78 B2,277.91 B2,366.02 B2,426.05 B3,105.4 B2,962.85 B

JP Morgan Key Income Statement Accounts

201620172018201920202021 (projected)
Consolidated Income24.73 B24.44 B32.47 B36.43 B29.13 B29.49 B
Gross Profit96.57 B100.7 B108.78 B115.4 B119.54 B122.07 B
Net Income22.83 B22.57 B30.71 B34.64 B27.41 B27.62 B
Operating Expenses56.67 B59.52 B63.15 B65.27 B66.66 B71.44 B
Operating Income39.9 B41.19 B45.63 B50.13 B52.89 B50.63 B
Revenues96.57 B100.7 B108.78 B115.4 B119.54 B122.07 B
Income Tax Expense9.8 B11.46 B8.29 B8.11 B6.28 B8.08 B

JP Morgan Key Cash Accounts

201620172018201920202021 (projected)
Depreciation Amortization and Accretion5.48 B6.18 B7.79 B8.37 B8.61 B8.04 B
Net Cash Flow or Change in Cash and Cash Equivalents29.47 B40.15 B(152.51 B)(15.16 B)263.98 B284.82 B
Issuance Purchase of Equity Shares(9.08 B)(15.41 B)(19.98 B)(24 B)(6.52 B)(7.03 B)
Issuance Repayment of Debt Securities24.67 B(17.01 B)37.24 B(35.74 B)9.6 B10.35 B
Payment of Dividends and Other Cash Distributions(8.48 B)(8.99 B)(10.11 B)(12.34 B)(12.69 B)(13.02 B)
Net Cash Flow from Financing98.27 B14.64 B34.16 B32.99 B596.64 B643.75 B
Net Cash Flow from Investing(89.2 B)28.25 B(199.42 B)(52.06 B)(261.91 B)(268.8 B)
Net Cash Flow Investment Acquisitions and Disposals(86.38 B)28.81 B(194.43 B)(47.02 B)(254.57 B)(261.27 B)
Net Cash Flow from Operations21.88 B(10.83 B)15.61 B4.09 B(79.91 B)(82.01 B)
Effect of Exchange Rate Changes on Cash(1.48 B)8.09 B(2.86 B)(182 M)9.15 B9.88 B

JP Morgan Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining JP Morgan's current stock value. Our valuation model uses many indicators to compare JP Morgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across JP Morgan competition to find correlations between indicators driving JP Morgan's intrinsic value. More Info.
JP Morgan Chase is considered the number one company in revenue category among related companies. It is rated second overall in price to sales category among related companies . The ratio of Revenue to Price to Sales for JP Morgan Chase is about  30,774,025,974 . JP Morgan Revenues is relatively stable at the moment as compared to the past year. The company's current value of Revenues is estimated at 122.07 Billion

JP Morgan Chase Systematic Risk

JP Morgan's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. JP Morgan 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.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on JP Morgan Chase correlated with the market. If Beta is less than 0 JP Morgan generally moves in the opposite direction as compared to the market. If JP Morgan Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one JP Morgan Chase is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of JP Morgan is generally in the same direction as the market. If Beta > 1 JP Morgan moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About JP Morgan Financials

What exactly are JP Morgan 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 JP Morgan's income statement, its balance sheet, and the statement of cash flows. Potential JP Morgan investors and stakeholders use financial statements 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. Please read more on our technical analysis and fundamental analysis pages.
 2018 2019 2020 2021 (projected)
Cash and Equivalents278.79 B263.63 B527.61 B461.33 B
Total Assets2,622.53 B2,687.38 B3,384.76 B3,244.68 B

JP Morgan Thematic Clasifications

JP Morgan Chase is part of several thematic ideas from Baby Boomer Prospects to Top FinTech. 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
Baby Boomer Prospects Idea
Baby Boomer ProspectsView
Top FinTech Idea
Top FinTechView
Blockchain Idea
BlockchainView
Momentum Idea
MomentumView
Macroaxis Picks Idea
Macroaxis PicksView

JP Morgan July 27, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of JP Morgan help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of JP Morgan Chase. We use our internally-developed statistical techniques to arrive at the intrinsic value of JP Morgan Chase based on widely used predictive technical indicators. In general, we focus on analyzing JP Morgan Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build JP Morgan's daily price indicators and compare them against related drivers.
Downside Deviation1.36
Information Ratio(0.019815)
Maximum Drawdown6.45
Value At Risk(2.28)
Potential Upside2.01
Please see Risk vs Return Analysis. 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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

Complementary Tools for JP Morgan Stock analysis

When running JP Morgan Chase price analysis, check to measure JP Morgan'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 JP Morgan is operating at the current time. Most of JP Morgan's value examination focuses on studying past and present price action to predict the probability of JP Morgan's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JP Morgan's price. Additionally, you may evaluate how the addition of JP Morgan to your portfolios can decrease your overall portfolio volatility.
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
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.