JPMorgan Historical Balance Sheet

JPM Stock

USD 130.31 1.56 1.21%

Trend analysis of JPMorgan Chase Co balance sheet accounts such as Cash and Equivalents of 540.8 B or Total Debt of 508.4 B provides information on JPMorgan Chase's total assets, liabilities, and equity, which is the actual value of JPMorgan Chase to its prevalent stockholders. By breaking down trends over time using JPMorgan Chase 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 JPMorgan 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 JPMorgan Chase is a good buy for the upcoming year.

Check out Risk vs Return Analysis. To learn how to invest in JPMorgan Stock please use our How to Invest in JPMorgan Chase guide.

Total Liabilities Total Assets

About JPMorgan Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of JPMorgan Chase at a specified time, usually calculated after every quarter, six months, or one year. JPMorgan Chase Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of JPMorgan Chase 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 JPMorgan currently owns. An asset can also be divided into two categories, current and non-current.

JPMorgan Chase Balance Sheet Chart

JPMorgan Chase 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 JPMorgan Chase uses and utilizes its capital. It also shows what exactly a company owns and owes.

JPMorgan Chase Long Term Debt is very stable at the moment as compared to the past year. JPMorgan Chase reported last year Long Term Debt of 297.38 Billion. As of 1st of April 2023, Shareholders Equity is likely to grow to about 300.6 B, while Total Assets are likely to drop about 3551.8 B.

Total Assets Shareholders Equity Total Liabilities

Add Fundamental

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. 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 JPMorgan Chase Co 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 JPMorgan Chase 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 JPMorgan Chase's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts 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 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. Check out Risk vs Return Analysis. To learn how to invest in JPMorgan Stock please use our How to Invest in JPMorgan Chase guide.JPMorgan Chase Long Term Debt is very stable at the moment as compared to the past year. JPMorgan Chase reported last year Long Term Debt of 297.38 Billion. As of 1st of April 2023, Shareholders Equity is likely to grow to about 300.6 B, while Total Assets are likely to drop about 3551.8 B.

	2020	2021	2022	2023 (projected)
Cash and Equivalents	527.61 B	740.83 B	567.23 B	540.82 B
Total Assets	3,384.76 B	3,743.57 B	3,665.74 B	3,551.83 B

Cash and Equivalents Total Assets

JPMorgan Chase balance sheet Correlations

	Long Term Debt	Total Assets	Cash and Equivalents	Total Debt	Deposit Liabilities	Shareholders Equity	Goodwill and Intangible Assets	Investments	Total Liabilities	Trade and Non Trade Payables	Property Plant and Equipment Net	Trade and Non Trade Receivables
Long Term Debt		0.46	0.08	0.45	0.41	0.16	0.4	0.57	0.48	0.56	0.49	0.49
Total Assets	0.46		0.82	0.0	1.0	0.87	0.82	0.95	1.0	0.94	0.9	0.94
Cash and Equivalents	0.08	0.82		-0.2	0.84	0.8	0.57	0.62	0.82	0.7	0.64	0.7
Total Debt	0.45	0.0	-0.2		-0.06	-0.44	-0.22	0.08	0.03	0.1	-0.01	0.12
Deposit Liabilities	0.41	1.0	0.84	-0.06		0.89	0.8	0.94	0.99	0.91	0.91	0.92
Shareholders Equity	0.16	0.87	0.8	-0.44	0.89		0.82	0.79	0.85	0.75	0.8	0.76
Goodwill and Intangible Assets	0.4	0.82	0.57	-0.22	0.8	0.82		0.79	0.81	0.85	0.7	0.85
Investments	0.57	0.95	0.62	0.08	0.94	0.79	0.79		0.95	0.9	0.95	0.91
Total Liabilities	0.48	1.0	0.82	0.03	0.99	0.85	0.81	0.95		0.94	0.9	0.95
Trade and Non Trade Payables	0.56	0.94	0.7	0.1	0.91	0.75	0.85	0.9	0.94		0.85	0.98
Property Plant and Equipment Net	0.49	0.9	0.64	-0.01	0.91	0.8	0.7	0.95	0.9	0.85		0.85
Trade and Non Trade Receivables	0.49	0.94	0.7	0.12	0.92	0.76	0.85	0.91	0.95	0.98	0.85

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JPMorgan Chase Account Relationship Matchups

JPMorgan Chase balance sheet Accounts

	2018	2019	2020	2021	2022	2023 (projected)
Long Term Debt	257.82 B	280.7 B	285.14 B	300.64 B	297.38 B	317.07 B
Accumulated Other Comprehensive Income	(1.51 B)	1.57 B	7.99 B	(84 M)	(17.34 B)	(17.8 B)
Total Assets	2,622.53 B	2,687.38 B	3,384.76 B	3,743.57 B	3,665.74 B	3,551.83 B
Cash and Equivalents	278.79 B	263.63 B	527.61 B	740.83 B	567.23 B	540.82 B
Cash and Equivalents USD	278.79 B	263.63 B	527.61 B	740.83 B	567.23 B	540.82 B
Total Debt	533.63 B	516.09 B	542.1 B	548.94 B	542.5 B	508.4 B
Total Debt USD	533.63 B	516.09 B	542.1 B	548.94 B	542.5 B	508.4 B
Deposit Liabilities	1,470.67 B	1,562.43 B	2,144.26 B	2,462.3 B	2,340.18 B	2,175.02 B
Shareholders Equity	256.51 B	261.33 B	279.35 B	294.13 B	292.33 B	300.6 B
Shareholders Equity USD	256.51 B	261.33 B	279.35 B	294.13 B	292.33 B	300.6 B
Goodwill and Intangible Assets	54.35 B	53.34 B	53.43 B	56.69 B	60.86 B	62.8 B
Investments	2,080.23 B	2,271.73 B	2,686.11 B	2,634.9 B	2,701.84 B	2,657.39 B
Total Liabilities	2,366.02 B	2,426.05 B	3,105.4 B	3,449.44 B	3,373.41 B	3,251.23 B
Trade and Non Trade Payables	196.71 B	210.41 B	231.28 B	262.75 B	300.14 B	281.94 B
Property Plant and Equipment Net	14.93 B	25.81 B	27.11 B	27.07 B	27.73 B	25.64 B
Trade and Non Trade Receivables	73.2 B	72.86 B	90.5 B	102.57 B	125.19 B	109.42 B
Accumulated Retained Earnings Deficit	199.2 B	223.21 B	236.99 B	272.27 B	296.46 B	264.69 B

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When running JPMorgan Chase price analysis, check to measure JPMorgan Chase'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 JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.

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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

0.074

Dividend Share

Earnings Share

12.24

Revenue Per Share

41.239

Quarterly Revenue Growth

0.056

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.

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JPMorgan Historical Balance Sheet

About JPMorgan Balance Sheet Analysis

JPMorgan Chase Balance Sheet Chart

Total Assets

Shareholders Equity

Total Liabilities

JPMorgan Chase balance sheet Correlations

JPMorgan Chase Account Relationship Matchups

High Positive Relationship

High Negative Relationship

JPMorgan Chase balance sheet Accounts

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Deposit Liabilities	+ 1.0	Total Assets
Total Liabilities	+ 1.0	Total Assets
Total Liabilities	+ 0.99	Deposit Liabilities
Trade and Non Trade Receivables	+ 0.98	Trade and Non Trade Payables
Investments	+ 0.95	Total Assets
Total Liabilities	+ 0.95	Investments

Shareholders Equity	- 0.44	Total Debt
Goodwill and Intangible Assets	- 0.22	Total Debt
Total Debt	- 0.2	Cash and Equivalents
Deposit Liabilities	- 0.06	Total Debt
Property Plant and Equipment Net	- 0.01	Total Debt
Total Debt	- 0.0	Total Assets