JPMorgan Total Assets vs Investments Analysis
JPM Stock | USD 193.08 0.94 0.49% |
JPMorgan Chase financial indicator trend analysis is infinitely more than just investigating JPMorgan Chase recent accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether JPMorgan Chase is a good investment. Please check the relationship between JPMorgan Chase Total Assets and its Investments accounts. Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
Total Assets vs Investments
Total Assets vs Investments Correlation Analysis
The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of JPMorgan Chase Total Assets account and Investments. At this time, the significance of the direction appears to have almost no relationship.
The correlation between JPMorgan Chase's Total Assets and Investments is 0.13. Overlapping area represents the amount of variation of Total Assets that can explain the historical movement of Investments in the same time period over historical financial statements of JPMorgan Chase Co, assuming nothing else is changed. The correlation between historical values of JPMorgan Chase's Total Assets and Investments is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Total Assets of JPMorgan Chase Co are associated (or correlated) with its Investments. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Investments has no effect on the direction of Total Assets i.e., JPMorgan Chase's Total Assets and Investments go up and down completely randomly.
Correlation Coefficient | 0.13 |
Relationship Direction | Positive |
Relationship Strength | Insignificant |
Total Assets
Total assets refers to the total amount of JPMorgan Chase assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in JPMorgan Chase books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.Investments
Securities or assets acquired for generating income or appreciating in value, not used in daily operations.Most indicators from JPMorgan Chase's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into JPMorgan Chase current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. At this time, JPMorgan Chase's Selling General Administrative is very stable compared to the past year. As of the 25th of April 2024, Sales General And Administrative To Revenue is likely to grow to 0.36, while Issuance Of Capital Stock is likely to drop 0.00.
2021 | 2022 | 2023 | 2024 (projected) | Operating Income | 60.0B | 46.4B | 61.6B | 64.7B | Other Operating Expenses | 71.3B | 76.1B | 87.2B | 91.5B |
JPMorgan Chase fundamental ratios Correlations
Click cells to compare fundamentals
JPMorgan Chase Account Relationship Matchups
High Positive Relationship
High Negative Relationship
JPMorgan Chase fundamental ratios Accounts
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Common Stock Shares Outstanding | 3.2B | 3.1B | 3.0B | 3.0B | 2.9B | 2.5B | |
Total Assets | 2.7T | 3.4T | 3.7T | 3.7T | 3.9T | 4.1T | |
Short Long Term Debt Total | 408.0B | 426.5B | 469.2B | 466.7B | 436.5B | 257.2B | |
Total Current Liabilities | 251.3B | 277.8B | 316.3B | 344.2B | 44.7B | 42.5B | |
Total Stockholder Equity | 261.3B | 279.4B | 294.1B | 292.3B | 327.9B | 344.3B | |
Property Plant And Equipment Net | 25.8B | 27.1B | 27.1B | 27.7B | 30.2B | 31.7B | |
Net Debt | 144.4B | (101.2B) | (271.7B) | (100.5B) | (187.6B) | (178.2B) | |
Retained Earnings | 223.2B | 237.0B | 272.3B | 296.5B | 332.9B | 349.5B | |
Cash | 263.6B | 527.6B | 740.8B | 567.2B | 624.2B | 655.4B | |
Non Current Assets Total | 838.7B | 1.1T | 1.1T | 1.1T | 94.5B | 89.8B | |
Non Currrent Assets Other | (838.7B) | (1.1T) | (1.1T) | (1.1T) | (94.5B) | (99.3B) | |
Other Assets | 1.1T | 1.2T | 1.4T | 1.6T | 3.5T | 3.6T | |
Cash And Short Term Investments | 625.0B | 915.8B | 1.0T | 773.1B | 305.2B | 328.4B | |
Net Receivables | 122.6B | 170.1B | 159.7B | 196.1B | 107.4B | 80.3B | |
Liabilities And Stockholders Equity | 2.7T | 3.4T | 3.7T | 3.7T | 3.9T | 4.1T | |
Non Current Liabilities Total | 367.1B | 381.2B | 415.6B | 3.3T | 414.8B | 682.7B | |
Other Stockholder Equity | 5.5B | 210M | (17B) | (18.3B) | (26.1B) | (24.8B) | |
Total Liab | 2.4T | 3.1T | 3.4T | 3.4T | 3.5T | 3.7T | |
Property Plant And Equipment Gross | 14.9B | 25.8B | 27.1B | 27.7B | 30.2B | 31.7B | |
Total Current Assets | 747.6B | 1.1T | 1.2T | 969.2B | 305.2B | 314.6B | |
Short Term Debt | 40.9B | 45.2B | 53.6B | 44.0B | 44.7B | 33.9B | |
Other Current Liab | (251.3B) | (277.8B) | (316.3B) | (344.2B) | (162.0B) | (153.9B) | |
Accumulated Other Comprehensive Income | 1.6B | 8.0B | (84M) | (17.3B) | (10.4B) | (9.9B) | |
Accounts Payable | 210.4B | 232.6B | 262.8B | 300.1B | 162.0B | 190.2B | |
Long Term Debt | 137.1B | 187.8B | 301.0B | 190.6B | 391.8B | 232.0B | |
Good Will | 47.8B | 49.2B | 50.3B | 51.7B | 52.6B | 47.9B | |
Short Term Investments | 361.3B | 388.2B | 308.5B | 205.9B | 192.5B | 262.0B | |
Other Current Assets | 1.1T | 1.6T | 1.7T | 1.6T | 1.7T | 1.1T | |
Preferred Stock Total Equity | 27.0B | 30.1B | 34.8B | 27.4B | 31.5B | 17.0B | |
Treasury Stock | (60.5B) | (83.0B) | (88.2B) | (105.4B) | (94.9B) | (90.1B) | |
Intangible Assets | 5.5B | 4.2B | 6.4B | 9.2B | 11.7B | 12.1B | |
Property Plant Equipment | 25.8B | 27.1B | 27.1B | 27.7B | 31.9B | 33.5B | |
Inventory | (1.1T) | (1.6T) | (1.7T) | (1.6T) | (1.9T) | (1.8T) | |
Net Tangible Assets | 234.3B | 249.3B | 208.1B | 264.9B | 304.7B | 203.4B | |
Retained Earnings Total Equity | 223.2B | 237.0B | 272.3B | 296.5B | 340.9B | 179.9B | |
Long Term Debt Total | 137.1B | 187.8B | 301.0B | 190.6B | 171.5B | 217.0B | |
Capital Surpluse | 88.5B | 88.4B | 88.4B | 89.0B | 80.1B | 73.8B |
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Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. 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 0.083 | Dividend Share 4.25 | Earnings Share 16.56 | Revenue Per Share 51.302 | Quarterly Revenue Growth 0.11 |
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.