Business Description
JPMorgan Chase & Co
NAICS : 522110
SIC : 6021
ISIN : US46625H1005
Total Employee Number:
320,079Compare
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Traded in other countries / regions
JPM.USA0Q1F.UKJPMC34.BrazilJPM.CanadaJPM.ArgentinaJPM.MexicoCMC.GermanyJPM.Peru1JPM.ItalyJPM.AustriaJPM.ChileJPM_KZ.KazakhstanJPM.PolandJPMCO.ColombiaJPM.SwitzerlandCMC.Bulgaria IPO Date
2023-03-09Description
JPMorgan is a leading global financial services firm with operations in 66 countries and over 318,000 employees as of year-end 2025. Under the JPMorgan brands, the bank holding company boasts a $4.9 trillion balance sheet and $2.68 trillion in deposits, as of March 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over 5,000 US branches, and manages over $7.1 trillion in client assets within its wealth and asset management franchise.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.6 | |||||
Equity-to-Asset | 0.07 | |||||
Debt-to-Equity | 1.42 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 3/9 | |||||
Beneish M-Score | -2.13 | |||||
WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 15 | |||||
3-Year EPS without NRI Growth Rate | 18.3 | |||||
3-Year Book Growth Rate | 12 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 8.7 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 5.13 |
Momentum Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
9-Day RSI | 1.4 | |||||
14-Day RSI | 10.01 | |||||
12-1 Month Momentum % | 7.9 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Payout Ratio | 0.28 | |||||
3-Year Dividend Growth Rate | 13.2 | |||||
3-Year Average Share Buyback Ratio | 2.8 | |||||
Shareholder Yield % | 0.65 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 31.51 | |||||
FCF Margin % | -58.4 | |||||
OCF Margin % | -58.4 | |||||
ROE % | 16.41 | |||||
ROA % | 1.29 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 8 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 15.76 | |||||
Forward PE Ratio | 13.56 | |||||
PE Ratio without NRI | 15.83 | |||||
Shiller PE Ratio | 22.1 | |||||
PEG Ratio | 1.67 | |||||
PS Ratio | 4.85 | |||||
PB Ratio | 2.56 | |||||
Price-to-Tangible-Book | 3.15 | |||||
EV-to-Forward-EBIT | 11.33 | |||||
EV-to-Revenue | 5.92 | |||||
EV-to-Forward-Revenue | 5.49 | |||||
EV-to-FCF | -10.27 | |||||
Price-to-GF-Value | 1.18 | |||||
Price-to-DCF (Earnings Based) | 0.77 | |||||
Price-to-Median-PS-Value | 1.38 | |||||
Price-to-Peter-Lynch-Fair-Value | 1.54 | |||||
Price-to-Graham-Number | 1.49 | |||||
FCF Yield % | -12.22 | |||||
Forward Rate of Return (Yacktman) % | 5.93 |
JPMorgan Chase & Co Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
JPMorgan Chase & Co Stock Events
| Event | Date | Price (€) | ||
|---|---|---|---|---|
| Third quarter earnings conference call for 2026 | 2026-10-13 08:30 | In 108 days | ||
| Third quarter earnings results for 2026 | 2026-10-13 06:45 | In 108 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-14 08:30 | In 17 days | ||
| Second quarter earnings results for 2026 | 2026-07-14 06:45 | In 17 days | ||
| USD 1.500000 Cash Dividend | 2026-07-06 | In 8 days | ||
| Guidance call for 2026 | 2026-06-09 09:00 | 261.00 (+0.00%) | ||
| Bernstein Strategic Decisions Conference | 2026-05-27 09:00 | 261.00 (+0.00%) | ||
| General meeting for 2026 | 2026-05-19 10:00 | 261.00 (+0.00%) | ||
| First quarter earnings conference call for 2026 | 2026-04-14 08:30 | 261.00 (+0.00%) | ||
| First quarter earnings results for 2026 | 2026-04-14 | 261.00 (+0.00%) |
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