JP Morgan Historical Balance Sheet

JPM -  USA Stock  

USD 157.68  0.41  0.26%

Trend analysis of JP Morgan Chase balance sheet accounts such as Total Assets of 3244.7 B or Cash and Equivalents of 461.3 B provides information on JP Morgan's total assets, liabilities, and equity, which is the actual value of JP Morgan Chase to its prevalent stockholders. By breaking down trends over time using JP Morgan balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year. Financial Statement Analysis is much more than just reviewing and breaking down JP Morgan Chase prevalent accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether JP Morgan Chase is a good buy for the upcoming year.
Please see Risk vs Return Analysis.

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About JP Morgan Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of JP Morgan Chase at a specified time, usually calculated after every quarter, six months, or one year. JP Morgan Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of JP Morgan and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which JP Morgan currently owns. An asset can also be divided into two categories, current and non-current.

JP Morgan Balance Sheet Chart

JP Morgan Balance Sheet is one of the main financial statements that report all assets, liabilities, and shareholders' equity for the current year. It provides a basis for different types of computing rates of return, such as return on equity (ROE) or return on asset (ROA), as well as shows how JP Morgan Chase uses and utilizes its capital. It also shows what exactly a company owns and owes.
JP Morgan Trade and Non Trade Payables is relatively stable at the moment as compared to the past year. The company's current value of Trade and Non Trade Payables is estimated at 235.72 Billion

Total Assets

Total assets refers to the total amount of JP Morgan 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 JP Morgan 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. Sum of the carrying amounts as of the balance sheet date of all assets that are recognized. Major components are Cash and Equivalents; Investments; Goodwill and Intangible Assets; Property Plant and Equipment Net; [TaxAssets] and Trade and Non Trade Receivables.

Shareholders Equity

A principal component of the balance sheet; in addition to Total Liabilities and Total Assets; that represents the total of all stockholders' equity (deficit) items; net of receivables from officers; directors; owners; and affiliates of the entity which are attributable to the parent.

Total Liabilities

Deferred Income Tax is recorded on JP Morgan Chase balance sheet and a result of income already earned and recognized for accounting, but not tax, purposes. Also, differences between tax laws and accounting methods can result in a temporary difference in the amount of income tax payable by a company. This difference is recorded on JP Morgan books as deferred income tax. Sum of the carrying amounts as of the balance sheet date of all liabilities that are recognized. Principal components are Total Debt; [DeferredRev]; Trade and Non Trade Payables; Deposit Liabilities; and Tax Liabilities.
Most accounts from JP Morgan balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into JP Morgan Chase current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Please see Risk vs Return Analysis.JP Morgan Trade and Non Trade Payables is relatively stable at the moment as compared to the past year. The company's current value of Trade and Non Trade Payables is estimated at 235.72 Billion
 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 balance sheet Correlations

JP Morgan Account Relationship Matchups

JP Morgan balance sheet Accounts

201620172018201920202021 (projected)
Long Term Debt254.77 B249.54 B257.82 B280.7 B285.14 B308.35 B
Accumulated Other Comprehensive Income(1.18 B)(119 M)(1.51 B)1.57 B7.99 B8.62 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
Cash and Equivalents USD389.63 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
Total Debt USD495.35 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
Shareholders Equity USD254.19 B255.69 B256.51 B261.33 B279.35 B281.83 B
Goodwill and Intangible Assets54.25 B54.39 B54.35 B53.34 B53.43 B58.19 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
Trade and Non Trade Payables190.54 B189.38 B196.71 B210.41 B231.28 B235.72 B
Property Plant and Equipment Net14.13 B14.16 B14.93 B25.81 B27.11 B23.87 B
Trade and Non Trade Receivables52.33 B67.73 B73.2 B72.86 B90.5 B86.11 B
Accumulated Retained Earnings Deficit162.44 B177.68 B199.2 B223.21 B236.99 B212.01 B

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?
98% Bullish
2% Bearish

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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 Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

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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.