JPMorgan Financial Statements From 2010 to 2026

JPM Stock  USD 322.40  12.24  3.95%   
JPMorgan Chase's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing JPMorgan Chase's valuation are provided below:
Gross Profit
168.2 B
Profit Margin
0.3391
Market Capitalization
876.8 B
Enterprise Value Revenue
6.9717
Revenue
168.2 B
There are over one hundred nineteen available fundamental trends for JPMorgan Chase, which can be analyzed over time and compared to other ratios. Self-guided Investors are advised to confirm JPMorgan Chase's regular fundamentals against the trend between 2010 and 2026 to make sure the company can sustain itself next year. As of the 9th of February 2026, Market Cap is likely to grow to about 849.2 B

JPMorgan Chase Total Revenue

294.36 Billion

Check JPMorgan Chase financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among JPMorgan Chase's main balance sheet or income statement drivers, such as Interest Expense of 102.8 B, Other Operating Expenses of 218.1 B or Operating Income of 76.2 B, as well as many indicators such as Price To Sales Ratio of 3.37, Dividend Yield of 0.0164 or PTB Ratio of 2.6. JPMorgan financial statements analysis is a perfect complement when working with JPMorgan Chase Valuation or Volatility modules.
  
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JPMorgan Chase Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Common Stock Shares Outstanding2.5 B2.8 B3.1 B
Very volatile
Total Assets4.6 T4.4 T2.9 T
Slightly volatile
Short and Long Term Debt Total374.7 B500 B502.2 B
Slightly volatile
Total Current Liabilities61.5 B64.8 B1.6 T
Slightly volatile
Total Stockholder Equity380.6 B362.4 B258.3 B
Slightly volatile
Property Plant And Equipment Net38.1 B36.2 B21.3 B
Slightly volatile
Retained Earnings436.9 B416.1 B218.6 B
Slightly volatile
Cash208.7 B343.3 B376.5 B
Slightly volatile
Non Current Assets Total3.6 T3.5 T1.9 T
Slightly volatile
Other Assets2.6 T2.5 T1.4 T
Slightly volatile
Cash And Short Term Investments893.1 B850.5 B731.7 B
Slightly volatile
Net Receivables64.7 B111.6 B101.6 B
Slightly volatile
Short Term Investments532.6 B507.2 B345.6 B
Slightly volatile
Liabilities And Stockholders Equity4.6 T4.4 T2.9 T
Slightly volatile
Non Current Liabilities Total4.2 TT997.3 B
Slightly volatile
Total Liabilities4.3 T4.1 T2.7 T
Slightly volatile
Property Plant And Equipment Gross38.9 B37.1 B21.4 B
Slightly volatile
Total Current AssetsT962.1 B771.1 B
Slightly volatile
Short Term Debt61.5 B64.8 B176.1 B
Slightly volatile
Common Stock Total Equity3.9 B4.7 B3.9 B
Slightly volatile
Other Liabilities6.7 BB189.5 B
Slightly volatile
Accounts Payable146 B137.8 B156.3 B
Slightly volatile
Long Term Debt249 B435.2 B267.5 B
Pretty Stable
Good Will46.9 B52.7 B47.1 B
Slightly volatile
Other Current Assets730.1 B948.7 B705.4 B
Very volatile
Preferred Stock Total Equity17 B31.5 B22.1 B
Slightly volatile
Intangible Assets8.7 B11.7 B9.3 B
Pretty Stable
Property Plant Equipment38.1 B36.2 B21.6 B
Slightly volatile
Net Tangible Assets203.4 B304.7 B206.3 B
Slightly volatile
Retained Earnings Total Equity179.9 B340.9 B195.9 B
Slightly volatile
Long Term Debt Total230.3 B435.2 B273.6 B
Pretty Stable
Capital Surpluse73.6 B91.1 B90.5 B
Slightly volatile
Long Term Investments844.2 B1.3 T812.4 B
Slightly volatile
Non Current Liabilities Other472.4 B573.6 B444.2 B
Slightly volatile
Short and Long Term Debt55.1 B58 B267.7 B
Slightly volatile
Earning Assets1.6 T1.7 T1.4 T
Slightly volatile
Net Invested Capital774.2 B895.9 B697.7 B
Slightly volatile
Capital Stock25.3 B21.7 B30 B
Slightly volatile

JPMorgan Chase Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Other Operating Expenses218.1 B207.8 B105.2 B
Slightly volatile
Operating Income76.2 B72.6 B42.8 B
Slightly volatile
EBIT90.7 B86.3 B44.4 B
Slightly volatile
EBITDA76.2 B72.6 B48.2 B
Slightly volatile
Total Operating Expenses100.4 B95.6 B67.1 B
Slightly volatile
Net Income59.9 B57 B33 B
Slightly volatile
Depreciation And Amortization9.6 B9.1 B6.5 B
Slightly volatile
Selling General Administrative57.2 B54.5 B35.6 B
Slightly volatile
Total Revenue294.4 B280.3 B148.5 B
Slightly volatile
Gross Profit176.6 B168.2 B110 B
Slightly volatile
Selling And Marketing Expenses5.8 B5.5 B3.3 B
Slightly volatile
Net Income Applicable To Common Shares58.5 B55.7 B31.8 B
Slightly volatile
Net Income From Continuing Ops34.8 B67.2 B34.7 B
Slightly volatile
Minority Interest31.9 B23.5 B35.7 B
Slightly volatile
Tax Provision11.4 B15.5 B9.2 B
Slightly volatile
Net Interest Income66.8 B106.5 B58.7 B
Slightly volatile
Interest Income234.2 B223 B95.6 B
Slightly volatile
Reconciled Depreciation8.4 B9.1 B7.2 B
Slightly volatile

JPMorgan Chase Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Begin Period Cash Flow753.7 B717.8 B345.4 B
Slightly volatile
Depreciation9.6 B9.1 B6.5 B
Slightly volatile
End Period Cash Flow566.7 B539.7 B329.8 B
Slightly volatile
Stock Based Compensation2.6 B3.6 B2.5 B
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio3.373.20522.5023
Slightly volatile
Dividend Yield0.01640.01720.0287
Slightly volatile
PTB Ratio2.62.47931.4268
Slightly volatile
Days Sales Outstanding122145212
Slightly volatile
Book Value Per Share13613081.0154
Slightly volatile
Stock Based Compensation To Revenue0.01860.01910.0214
Slightly volatile
Capex To Depreciation3.724.484.0061
Slightly volatile
PB Ratio2.62.47931.4268
Slightly volatile
EV To Sales3.03.7643.4776
Pretty Stable
Net Income Per Share21.4820.456810.681
Slightly volatile
Sales General And Administrative To Revenue0.180.19440.2495
Slightly volatile
Capex To Revenue0.0960.160.168
Slightly volatile
Cash Per Share320305230
Slightly volatile
Payout Ratio0.520.27130.3232
Slightly volatile
Capex To Operating Cash Flow0.720.850.7543
Pretty Stable
PE Ratio9.515.751210.9512
Slightly volatile
Earnings Yield0.06640.06350.0952
Slightly volatile
Intangibles To Total Assets0.02750.01460.0205
Slightly volatile
Current Ratio15.614.85332.1041
Slightly volatile
Tangible Book Value Per Share11210764.1608
Slightly volatile
Receivables Turnover2.392.51212.0907
Slightly volatile
Graham Number257245138
Slightly volatile
Shareholders Equity Per Share13613081.0154
Slightly volatile
Debt To Equity1.311.37952.1739
Slightly volatile
Capex Per Share2.624.534.8036
Slightly volatile
Revenue Per Share10610148.4464
Slightly volatile
Interest Debt Per Share225214172
Slightly volatile
Debt To Assets0.110.1130.1852
Slightly volatile
Price Earnings Ratio9.515.751210.9512
Slightly volatile
Operating Cycle122145212
Slightly volatile
Price Book Value Ratio2.62.47931.4268
Slightly volatile
Dividend Payout Ratio0.520.27130.3232
Slightly volatile
Company Equity Multiplier14.9412.208711.966
Very volatile
Long Term Debt To Capitalization0.420.54560.5281
Slightly volatile
Total Debt To Capitalization0.810.57970.6896
Slightly volatile
Debt Equity Ratio1.311.37952.1739
Slightly volatile
Quick Ratio15.614.85332.1041
Slightly volatile
Net Income Per E B T0.610.78580.7678
Pretty Stable
Cash Ratio5.575.30040.7937
Slightly volatile
Days Of Sales Outstanding122145212
Slightly volatile
Free Cash Flow Operating Cash Flow Ratio1.641.561.6215
Slightly volatile
Price To Book Ratio2.62.47931.4268
Slightly volatile
Fixed Asset Turnover8.757.73497.1455
Very volatile
Capital Expenditure Coverage Ratio1.621.221.3477
Slightly volatile
Debt Ratio0.110.1130.1852
Slightly volatile
Price Sales Ratio3.373.20522.5023
Slightly volatile
Asset Turnover0.07460.06340.0534
Very volatile
Gross Profit Margin0.520.60010.7552
Pretty Stable
Price Fair Value2.62.47931.4268
Slightly volatile

JPMorgan Chase Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Market Cap849.2 B808.7 B837.7 B
Slightly volatile
Enterprise Value844.2 B949.7 BT
Slightly volatile

JPMorgan Fundamental Market Drivers

Forward Price Earnings15.1286
Cash And Short Term Investments850.5 B

JPMorgan Upcoming Events

12th of April 2024
Upcoming Quarterly Report
View
12th of July 2024
Next Financial Report
View
31st of March 2024
Next Fiscal Quarter End
View
10th of January 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
View
31st of December 2023
Last Financial Announcement
View

About JPMorgan Chase Financial Statements

JPMorgan Chase investors utilize fundamental indicators, such as revenue or net income, to predict how JPMorgan Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Last ReportedProjected for Next Year
Current Deferred Revenue117.5 B123.4 B
Total Revenue280.3 B294.4 B
Cost Of Revenue112.1 B117.7 B
Stock Based Compensation To Revenue 0.02  0.02 
Sales General And Administrative To Revenue 0.19  0.18 
Capex To Revenue 0.16  0.10 
Revenue Per Share 100.53  105.56 
Ebit Per Revenue 0.26  0.16 

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When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:
Will Diversified Banks sector continue expanding? Could JPMorgan diversify its offerings? Factors like these will boost the valuation of JPMorgan Chase. Expected growth trajectory for JPMorgan significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every JPMorgan Chase data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth
(0.04)
Dividend Share
5.8
Earnings Share
20
Revenue Per Share
60.592
Quarterly Revenue Growth
0.025
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. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. 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.
Understanding that JPMorgan Chase's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether JPMorgan Chase represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Meanwhile, JPMorgan Chase's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.