JPMorgan Financial Statements From 2010 to 2026

Stocks . USA . 
Stock . JPMorgan Chase Co
JPM Stock  USD 330.90  3.91  1.20%   
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
167.2 B
Profit Margin
0.347
Market Capitalization
899.1 B
Enterprise Value Revenue
6.5931
Revenue
167.2 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 8th of January 2026, Market Cap is likely to drop to about 7.7 B

JPMorgan Chase Total Revenue

326.98 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 122.4 B, Other Operating Expenses of 236.3 B or Operating Income of 90.7 B, as well as many indicators such as Price To Sales Ratio of 1.36, Dividend Yield of 0.0234 or PTB Ratio of 1.05. 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

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Common Stock Shares Outstanding2.5 B3.3 B3.2 B
Very volatile
Total Assets4.8 T4.6 T3 T
Slightly volatile
Short and Long Term Debt Total907 B863.8 B555 B
Slightly volatile
Total Current Liabilities3.9 T3.7 T2.1 T
Slightly volatile
Total Stockholder Equity416.3 B396.5 B262.4 B
Slightly volatile
Property Plant And Equipment Net38.9 B37.1 B21.4 B
Slightly volatile
Retained Earnings454.2 B432.6 B220.5 B
Slightly volatile
Cash566.7 B539.7 B409.1 B
Slightly volatile
Non Current Assets Total3.7 T3.5 T1.9 T
Slightly volatile
Other Assets2.6 T2.5 T1.4 T
Slightly volatile
Cash And Short Term Investments1 T995.9 B702.4 B
Slightly volatile
Net Receivables122.2 B116.4 B92.4 B
Slightly volatile
Short Term Investments479 B456.2 B292.6 B
Slightly volatile
Liabilities And Stockholders Equity4.8 T4.6 T3 T
Slightly volatile
Non Current Liabilities Total356.8 B496.3 B547.2 B
Slightly volatile
Total Liabilities4.4 T4.2 T2.7 T
Slightly volatile
Property Plant And Equipment Gross38.9 B37.1 B21.4 B
Slightly volatile
Total Current Assets1.2 T1.1 T729.4 B
Slightly volatile
Short Term Debt436.3 B415.5 B218.8 B
Slightly volatile
Common Stock Total Equity3.9 B4.7 B3.9 B
Slightly volatile
Other Liabilities6.7 B7 B189.5 B
Slightly volatile
Accounts Payable146 B137.8 B156.3 B
Slightly volatile
Long Term Debt239.9 B448.3 B267.8 B
Pretty Stable
Good Will46.5 B60.4 B47.6 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 B10.8 B9.3 B
Slightly volatile
Property Plant Equipment38.9 B37.1 B21.7 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 Total222.9 B308.5 B265.8 B
Slightly volatile
Capital Surpluse73.6 B81.8 B90 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

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Other Operating Expenses236.3 B225.1 B107.3 B
Slightly volatile
Operating Income90.7 B86.3 B44.4 B
Slightly volatile
EBIT90.7 B86.3 B44.4 B
Slightly volatile
EBITDA100.2 B95.5 B51 B
Slightly volatile
Total Operating Expenses101.1 B96.3 B67.2 B
Slightly volatile
Net Income70.6 B67.2 B34.3 B
Slightly volatile
Depreciation And Amortization9.6 B9.1 B6.5 B
Slightly volatile
Selling General Administrative62 B59.1 B36.1 B
Slightly volatile
Total Revenue327 B311.4 B152.2 B
Slightly volatile
Gross Profit191.7 B182.6 B111.7 B
Slightly volatile
Selling And Marketing Expenses6 B5.7 B3.3 B
Slightly volatile
Net Income Applicable To Common Shares68.7 B65.4 B33 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 Provision10.8 B19.1 B9.4 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

Trends
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

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio1.362.292.3302
Slightly volatile
Dividend Yield0.02340.02470.0296
Slightly volatile
PTB Ratio1.051.81.2956
Slightly volatile
Days Sales Outstanding116123192
Very volatile
Book Value Per Share11310878.3626
Slightly volatile
Stock Based Compensation To Revenue0.01860.01910.0214
Slightly volatile
Capex To Depreciation3.724.484.0061
Slightly volatile
PB Ratio1.051.81.2956
Slightly volatile
EV To Sales3.03.233.4462
Pretty Stable
Net Income Per Share19.2318.3110.4223
Slightly volatile
Sales General And Administrative To Revenue0.180.170.248
Slightly volatile
Capex To Revenue0.0960.160.168
Slightly volatile
Cash Per Share285271209
Slightly volatile
Payout Ratio0.520.290.3243
Slightly volatile
Capex To Operating Cash Flow0.720.850.7543
Pretty Stable
PE Ratio9.4210.610.6434
Slightly volatile
Earnings Yield0.06680.07640.096
Slightly volatile
Intangibles To Total Assets0.02790.01850.0208
Slightly volatile
Current Ratio0.180.270.318
Pretty Stable
Tangible Book Value Per Share92.1487.7561.8571
Slightly volatile
Receivables Turnover5.743.082.4289
Very volatile
Graham Number221211134
Slightly volatile
Shareholders Equity Per Share11310878.3626
Slightly volatile
Debt To Equity3.452.512.3663
Slightly volatile
Capex Per Share2.624.534.8036
Slightly volatile
Revenue Per Share89.0484.846.5494
Slightly volatile
Interest Debt Per Share280267179
Slightly volatile
Debt To Assets0.250.220.1997
Slightly volatile
Price Earnings Ratio9.4210.610.6434
Slightly volatile
Operating Cycle116123192
Very volatile
Price Book Value Ratio1.051.81.2956
Slightly volatile
Dividend Payout Ratio0.520.290.3243
Slightly volatile
Company Equity Multiplier14.9813.3512.0355
Very volatile
Long Term Debt To Capitalization0.420.480.5242
Slightly volatile
Total Debt To Capitalization0.810.790.702
Very volatile
Debt Equity Ratio3.452.512.3663
Slightly volatile
Quick Ratio0.180.270.318
Pretty Stable
Net Income Per E B T0.610.70.7628
Pretty Stable
Cash Ratio0.0960.130.1665
Very volatile
Days Of Sales Outstanding116123192
Very volatile
Free Cash Flow Operating Cash Flow Ratio1.641.561.6215
Slightly volatile
Price To Book Ratio1.051.81.2956
Slightly volatile
Fixed Asset Turnover8.769.667.2593
Very volatile
Capital Expenditure Coverage Ratio1.621.221.3477
Slightly volatile
Debt Ratio0.250.220.1997
Slightly volatile
Price Sales Ratio1.362.292.3302
Slightly volatile
Asset Turnover0.07470.07780.0543
Very volatile
Gross Profit Margin0.520.530.7511
Pretty Stable
Price Fair Value1.051.81.2956
Slightly volatile

JPMorgan Chase Valuation Data

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Market Cap7.7 B14.1 B14.4 B
Very volatile

JPMorgan Fundamental Market Drivers

Forward Price Earnings15.873
Cash And Short Term Investments866 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 Revenue311.4 B327 B
Cost Of Revenue128.8 B135.3 B
Stock Based Compensation To Revenue 0.02  0.02 
Sales General And Administrative To Revenue 0.17  0.18 
Capex To Revenue 0.16  0.10 
Revenue Per Share 84.80  89.04 
Ebit Per Revenue 0.25  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:
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Is Diversified Banks space 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
0.16
Dividend Share
5.55
Earnings Share
19.72
Revenue Per Share
59.684
Quarterly Revenue Growth
0.088
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.
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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.
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