JP Morgan 07387EBD8 Bond

JPM -  USA Stock  

USD 150.64  0.29  0.19%

JP Morgan's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. JP Morgan's financial risk is the risk to JP Morgan stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Please see the analysis of JP Morgan Fundamentals Over Time.

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JP Morgan Long Term Debt is relatively stable at the moment as compared to the past year. The company's current value of Long Term Debt is estimated at 308.35 Billion. Issuance Repayment of Debt Securities is expected to hike to about 10.4 B this year, although the value of Total Debt will most likely fall to nearly 510.8 B.

JP Morgan Current Financial Burden

JP Morgan's liquidity is one of the most fundamental aspects of both its future profitability and its ability to meet different types of ongoing financial obligations. JP Morgan's cash, liquid assets, total liabilities, and shareholder equity can be utilized to evaluate how much leverage the company is using to sustain its current operations. For traders, higher-leverage indicators usually imply a higher risk to shareholders. In addition, it helps JP Morgan Stock's retail investors understand whether an upcoming fall or rise in the market will negatively affect JP Morgan's stakeholders.

Asset vs Debt

Equity vs Debt

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Given the importance of JP Morgan's capital structure, the first step in the capital decision process is for the management of JP Morgan to decide how much external capital it will need to raise to operate in a sustainable way. Once the amount of financing is determined, management needs to examine the financial markets to determine the terms in which the company can boost capital. This move is crucial to the process because the market environment may reduce the ability of JP Morgan Chase to issue bonds at a reasonable cost.
Popular Name
JP Morgan JP Morgan 09152023  
Strong
 
Macroaxis Rating
CUSIP Number07387EBD8
SpecializationBanks - Diversified
Equity ISIN CodeUS46625H1005
Bond Issue ISIN CodeUS07387EBD85
S&P Rating
A
Maturity Date09/15/2023
Issuance Date09/05/2003
Coupon6.0 %
Reference Treasury Coupon2.25 %
Is Bond ConvertibleNo
Is Bond Callable Yes
Next Call Date03/15/2015
View All JP Morgan Outstanding Bonds

JP Morgan Chase Outstanding Bond Obligations

Issue DateMaturityCoupon
BANC ONE CORP07/25/199507/15/20257.75
BANC ONE CORP10/29/199610/15/20267.625
BANC ONE CORP04/29/199704/29/20278.0
JP Morgan 0901203008/30/200009/01/20308.75
JP Morgan 0715202307/17/200307/15/20235.25
JP Morgan 0715202307/24/200307/15/20235.15
JP Morgan 0715202307/31/200307/15/20235.57
JP Morgan 0915202309/05/200309/15/20236.0
JP Morgan 0915202309/11/200309/15/20236.05
JP Morgan 0915202309/18/200309/15/20235.85
JP Morgan 0915202309/25/200309/15/20235.8
JP Morgan 1015202310/02/200310/15/20235.77
JP Morgan 1015202310/09/200310/15/20235.7
JP Morgan 1015202310/30/200310/15/20235.75
JP Morgan 1115202311/06/200311/15/20235.65
JP Morgan 1115202311/14/200311/15/20235.65
JP Morgan 1115202311/20/200311/15/20235.6
JP Morgan 0215202402/05/200402/15/20245.75
JP Morgan 0215202402/12/200402/15/20245.62
JP Morgan 0215202402/20/200402/15/20245.62
JP Morgan 0215202402/26/200402/15/20245.55
JP Morgan 0315202403/04/200403/15/20245.55
JP Morgan 0315202403/11/200403/15/20245.4
JP Morgan 0315202403/18/200403/15/20245.26
JP Morgan 0315202403/25/200403/15/20245.25
JP Morgan 0415202904/01/200404/15/20295.3
JP Morgan 0415202904/08/200404/15/20295.45
JP Morgan 0415202904/15/200404/15/20295.8
JP Morgan 0415202904/22/200404/15/20295.75
JP Morgan 0415202904/29/200404/15/20295.77
JP Morgan 0515202905/13/200405/15/20296.05
JP Morgan 0615202906/24/200406/15/20296.3
JP Morgan 0715202907/01/200407/15/20296.125
JP Morgan 0715202907/09/200407/15/20296.15
JP Morgan 0715202907/22/200407/15/20296.0
JP Morgan 0715202907/29/200407/15/20295.9
JP Morgan 0815202908/05/200408/15/20296.0
JP Morgan 0815202908/12/200408/15/20296.0
JP Morgan 0815202908/19/200408/15/20295.85
JP Morgan 0815202908/26/200408/15/20295.85
JP Morgan 0915202909/02/200409/15/20295.8
JP Morgan 0827203008/27/200408/27/20305.85
JP Morgan 0915202909/16/200409/15/20295.7
JP Morgan 0915202909/23/200409/15/20295.6
JP Morgan 0915202909/30/200409/15/20295.48
JP Morgan 1015202910/07/200410/15/20295.43
JP Morgan 1015202910/15/200410/15/20295.57
JP Morgan 1015202910/21/200410/15/20295.55
JP Morgan 1015202910/28/200410/15/20295.52
JP Morgan 1115202911/04/200411/15/20295.35
JP Morgan 1115202911/12/200411/15/20295.5
JP Morgan 1115202911/18/200411/15/20295.6
JP Morgan 1115202911/26/200411/15/20295.6
JP Morgan 1215202912/09/200412/15/20295.73
JP Morgan 1215202912/16/200412/15/20295.6
JP Morgan 1215202912/23/200412/15/20295.5
JP Morgan 1215202912/30/200412/15/20295.55
JP Morgan 0115203001/13/200501/15/20305.6
JP Morgan 0115203001/21/200501/15/20305.6
JP Morgan 0115203001/27/200501/15/20305.5
JP Morgan 0215203002/03/200502/15/20305.425
JP Morgan 0215203002/10/200502/15/20305.45
JP Morgan 0215203002/17/200502/15/20305.35
JP Morgan 0215203002/25/200502/15/20305.375
JP Morgan 0315203003/03/200503/15/20305.58
JP Morgan 0315203003/10/200503/15/20305.625
JP Morgan 0315203003/17/200503/15/20305.5
JP Morgan 0315203003/24/200503/15/20305.7
JP Morgan 0315203003/31/200503/15/20305.725
JP Morgan 0415203004/07/200504/15/20305.78
JP Morgan 0415203004/14/200504/15/20305.6
JP Morgan 0415203004/21/200504/15/20305.65
JP Morgan 0415203004/28/200504/15/20305.47
JP Morgan 0224203102/24/200602/24/20316.0
JP Morgan 0331202603/31/200603/31/20266.0
JP Morgan 0515203705/23/200705/15/20376.0
JP Morgan 0328202303/28/200303/28/20235.5
JP Morgan 0616202306/16/200306/16/20235.1
JPMORGAN CHASE 6405/22/200805/15/20386.4
JPMORGAN CHASE 5510/21/201010/15/20405.5
JPMORGAN CHASE 5607/21/201107/15/20415.6
JPMORGAN CHASE 43508/10/201108/15/20214.35
JPMORGAN CHASE 4501/23/201201/24/20224.5
JPMORGAN CHASE 32509/24/201209/23/20223.25
JPMORGAN CHASE 3201/25/201301/25/20233.2
JPMORGAN CHASE 337505/01/201305/01/20233.375
JPMORGAN CHASE 562508/21/201308/16/20435.625
JPMORGAN CHASE 387501/28/201402/01/20243.875
JPMORGAN CHASE 48501/28/201402/01/20444.85
JPMORGAN CHASE 362505/13/201405/13/20243.625
JPMORGAN CHASE 387509/10/201409/10/20243.875
JP Morgan 1115202811/18/200311/15/20285.75
JP Morgan 1115203311/25/200311/15/20335.75
JP Morgan 1215202812/10/200312/15/20286.0
JP Morgan 0501202904/30/200405/01/20296.0
JP Morgan 0615202906/02/200406/15/20296.15
JP Morgan 0615202406/09/200406/15/20246.1
JP Morgan 0615202906/16/200406/15/20296.25
JP Morgan 0215203002/02/200502/15/20305.4
JP Morgan 0215203002/03/200502/15/20305.45
JP Morgan 0215202502/16/200502/15/20255.25
JP Morgan 0315203002/24/200503/15/20305.45
JP Morgan 0315203003/02/200503/15/20305.55
JP Morgan 0315203003/09/200503/15/20305.55
JP Morgan 0315203003/16/200503/15/20305.55
JP Morgan 0415203003/23/200504/15/20305.75
JP Morgan 0415203003/30/200504/15/20305.75
JP Morgan 0515202504/29/200505/15/20255.5
JP Morgan 0515203005/04/200505/15/20305.5
JP Morgan 0815202508/03/200508/15/20255.35
JP Morgan 1015202509/21/200510/15/20255.3
JP Morgan 1115202511/02/200511/15/20255.6
JP Morgan 1115203011/09/200511/15/20305.9
JP Morgan 1216203011/23/200512/16/20306.0
JP Morgan 0815203608/18/200608/15/20366.2
JP Morgan 0915203608/25/200609/15/20366.1
JP Morgan 0915203608/25/200609/15/20366.1
JP Morgan 0915202609/20/200609/15/20266.0
JP Morgan 1015203609/27/200610/15/20366.1
JP Morgan 1115203610/27/200611/15/20366.05
JP Morgan 1115203611/08/200611/15/20366.0
JP Morgan 1115203611/15/200611/15/20366.0
JP Morgan 1115203611/16/200611/15/20366.0
JP Morgan 1215203611/24/200612/15/20366.0
JP Morgan 1215202112/13/200612/15/20215.5
JP Morgan 1215203612/13/200612/15/20365.75
JP Morgan 1215203612/20/200612/15/20365.8
JP Morgan 1215202112/20/200612/15/20215.6
JP Morgan 0115203712/27/200601/15/20375.8
JP Morgan 0115202212/27/200601/15/20225.6
JP Morgan 0215203701/26/200702/15/20376.0
JP Morgan 0215202201/31/200702/15/20225.75
JP Morgan 0215203702/07/200702/15/20376.0
JP Morgan 0215202202/07/200702/15/20225.9
JP Morgan 0215202202/14/200702/15/20225.8
JP Morgan 0215203702/14/200702/15/20375.95
JP Morgan 0215203702/23/200702/15/20376.0
JP Morgan 0215202202/21/200702/15/20225.8
JP Morgan 0215202202/28/200702/15/20225.7
JP Morgan 0215203702/28/200702/15/20375.9
JP Morgan 0315203703/07/200703/15/20375.85
JP Morgan 0315202203/07/200703/15/20225.65
JP Morgan 0315203703/14/200703/15/20375.8
JP Morgan 0315202203/14/200703/15/20225.6
JP Morgan 0315203703/21/200703/15/20375.8
JP Morgan 0315202203/21/200703/15/20225.6
JP Morgan 0315203703/28/200703/15/20375.8
JP Morgan 0315202203/28/200703/15/20225.6
JP Morgan 0515203704/30/200705/15/20375.9
JP Morgan 0515203705/09/200705/15/20376.0
JP Morgan 0615203705/25/200706/15/20376.0
JP Morgan 0615202205/30/200706/15/20225.8
JP Morgan 0615202206/06/200706/15/20225.9
JP Morgan 0615203706/15/200706/15/20376.15
JP Morgan 0615202206/13/200706/15/20225.95
JP Morgan 0615202206/20/200706/15/20226.1
JP Morgan 0615203706/21/200706/15/20376.35
JP Morgan 0715202206/27/200707/15/20226.1
JP Morgan 0715203706/27/200707/15/20376.35
JP Morgan 0815203707/27/200708/15/20376.35
JP Morgan 0815203707/27/200708/15/20376.3
JP Morgan 0815202208/01/200708/15/20226.05
JP Morgan 0815203708/08/200708/15/20376.35
JP Morgan 0815202208/08/200708/15/20226.05
JP Morgan 0815203708/15/200708/15/20376.35
JP Morgan 0815202208/15/200708/15/20226.05
JP Morgan 0915203708/22/200709/15/20376.4
JP Morgan 0915202208/22/200709/15/20226.1
JP Morgan 0915203708/29/200709/15/20376.4
JP Morgan 0915202208/29/200709/15/20226.1
JP Morgan 0915203709/05/200709/15/20376.25
JP Morgan 0915202209/05/200709/15/20225.95
JP Morgan 0915202209/12/200709/15/20226.0
JP Morgan 0915203709/12/200709/15/20376.25
JP Morgan 1015203709/21/200710/15/20376.1
JP Morgan 1015202209/26/200710/15/20225.85
JP Morgan 1015203709/26/200710/15/20376.15
JP Morgan 1115203710/26/200711/15/20376.15
JP Morgan 1116203710/26/200711/16/20376.05
JP Morgan 1115202210/31/200711/15/20225.75
JP Morgan 1116203711/07/200711/16/20376.05
JP Morgan 1115202211/07/200711/15/20225.75
JP Morgan 1115203711/15/200711/15/20376.15
JP Morgan 1115203711/16/200711/15/20376.25
JP Morgan 1215203711/21/200712/15/20376.25
JP Morgan 0921203709/21/201209/21/20374.0
JP Morgan 0924202709/24/201209/24/20273.5
JP Morgan 1222203112/22/201112/22/20315.0
JP Morgan 0202202702/02/201202/02/20274.6
JP Morgan Chase12/22/201101/06/20425.4
JP Morgan 0125203801/25/201301/25/20384.0
JP Morgan 0208203802/08/201302/08/20384.0
JP Morgan 0829203408/29/201408/29/20344.0
NBD BK N11/03/199411/01/20248.25
JPMORGAN CHASE 412512/09/201412/15/20264.125
JPMORGAN CHASE 312501/23/201501/23/20253.125
JPMORGAN CHASE 49505/29/201506/01/20454.95

Understaning JP Morgan Use of Financial Leverage

JP Morgan financial leverage ratio helps in determining the effect of debt on the overall profitability of the company. It measures JP Morgan's total debt position, including all of outstanding debt obligations, and compares it with the equity. In simple terms, the high financial leverage means the cost of production, together with running the business day-to-day, is high, whereas, lower financial leverage implies lower fixed cost investment in the business and generally considered by investors to be a good sign. So if creditors own a majority of JP Morgan assets, the company is considered highly leveraged. Understanding the composition and structure of overall JP Morgan debt and outstanding corporate bonds gives a good idea of how risky the capital structure of a business and if it is worth investing in it.
Please read more on our technical analysis page.
Last ReportedProjected for 2021
Long Term Debt285.1 B308.3 B
Total Debt542.1 B510.8 B
Issuance Repayment of Debt Securities9.6 B10.4 B
Debt to Equity Ratio 11.12  10.03 
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.

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.

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 Fundamentals Over Time. 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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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.
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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.