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Also traded in: Argentina, Austria, Belgium, Brazil, Chile, Germany, Japan, Mexico, Romania, Switzerland, UK

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

vs
industry
vs
history
Cash-to-Debt 1.34
JPM's Cash-to-Debt is ranked lower than
58% of the 1639 Companies
in the Global Banks - Global industry.

( Industry Median: 2.05 vs. JPM: 1.34 )
Ranked among companies with meaningful Cash-to-Debt only.
JPM' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.14  Med: 0.54 Max: 1.45
Current: 1.34
0.14
1.45
Equity-to-Asset 0.10
JPM's Equity-to-Asset is ranked lower than
53% of the 1624 Companies
in the Global Banks - Global industry.

( Industry Median: 0.10 vs. JPM: 0.10 )
Ranked among companies with meaningful Equity-to-Asset only.
JPM' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.05  Med: 0.07 Max: 0.11
Current: 0.1
0.05
0.11
Debt-to-Equity 1.34
JPM's Debt-to-Equity is ranked lower than
77% of the 1247 Companies
in the Global Banks - Global industry.

( Industry Median: 0.63 vs. JPM: 1.34 )
Ranked among companies with meaningful Debt-to-Equity only.
JPM' s Debt-to-Equity Range Over the Past 10 Years
Min: 1.16  Med: 1.69 Max: 4.57
Current: 1.34
1.16
4.57
Debt-to-EBITDA 8.41
JPM's Debt-to-EBITDA is ranked lower than
66% of the 1255 Companies
in the Global Banks - Global industry.

( Industry Median: 5.03 vs. JPM: 8.41 )
Ranked among companies with meaningful Debt-to-EBITDA only.
JPM' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 8.24  Med: 10.47 Max: 42.98
Current: 8.41
8.24
42.98
Interest Coverage 2.79
JPM's Interest Coverage is ranked higher than
68% of the 1562 Companies
in the Global Banks - Global industry.

( Industry Median: 1.72 vs. JPM: 2.79 )
Ranked among companies with meaningful Interest Coverage only.
JPM' s Interest Coverage Range Over the Past 10 Years
Min: 0.08  Med: 2.3 Max: 4.11
Current: 2.79
0.08
4.11
Beneish M-Score: -2.50
WACC vs ROIC
6.14%
16.84%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating Margin % 36.75
JPM's Operating Margin % is ranked higher than
60% of the 1650 Companies
in the Global Banks - Global industry.

( Industry Median: 32.07 vs. JPM: 36.75 )
Ranked among companies with meaningful Operating Margin % only.
JPM' s Operating Margin % Range Over the Past 10 Years
Min: 4.12  Med: 28.66 Max: 36.75
Current: 36.75
4.12
36.75
Net Margin % 27.25
JPM's Net Margin % is ranked higher than
63% of the 1650 Companies
in the Global Banks - Global industry.

( Industry Median: 22.99 vs. JPM: 27.25 )
Ranked among companies with meaningful Net Margin % only.
JPM' s Net Margin % Range Over the Past 10 Years
Min: 8.33  Med: 20.53 Max: 27.25
Current: 27.25
8.33
27.25
ROE % 10.12
JPM's ROE % is ranked higher than
60% of the 1653 Companies
in the Global Banks - Global industry.

( Industry Median: 8.60 vs. JPM: 10.12 )
Ranked among companies with meaningful ROE % only.
JPM' s ROE % Range Over the Past 10 Years
Min: 3.27  Med: 9.27 Max: 12.86
Current: 10.12
3.27
12.86
ROA % 1.06
JPM's ROA % is ranked higher than
62% of the 1657 Companies
in the Global Banks - Global industry.

( Industry Median: 0.90 vs. JPM: 1.06 )
Ranked among companies with meaningful ROA % only.
JPM' s ROA % Range Over the Past 10 Years
Min: 0.3  Med: 0.87 Max: 1.06
Current: 1.06
0.3
1.06
3-Year Revenue Growth Rate 0.90
JPM's 3-Year Revenue Growth Rate is ranked lower than
67% of the 1479 Companies
in the Global Banks - Global industry.

( Industry Median: 4.20 vs. JPM: 0.90 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
JPM' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -7.9  Med: 0.9 Max: 18.1
Current: 0.9
-7.9
18.1
3-Year EBITDA Growth Rate 9.40
JPM's 3-Year EBITDA Growth Rate is ranked higher than
59% of the 1396 Companies
in the Global Banks - Global industry.

( Industry Median: 5.90 vs. JPM: 9.40 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
JPM' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -23.9  Med: 4.25 Max: 58.6
Current: 9.4
-23.9
58.6
3-Year EPS without NRI Growth Rate 12.60
JPM's 3-Year EPS without NRI Growth Rate is ranked higher than
67% of the 1354 Companies
in the Global Banks - Global industry.

( Industry Median: 6.60 vs. JPM: 12.60 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
JPM' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -41.7  Med: 8.7 Max: 238.2
Current: 12.6
-41.7
238.2
GuruFocus has detected 3 Warning Signs with JPMorgan Chase & Co $JPM.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» JPM's 30-Y Financials

Financials (Next Earnings Date: 2018-01-12)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q4 2016

JPM Guru Trades in Q4 2016

Daniel Loeb 5,250,000 sh (New)
Caxton Associates 15,000 sh (New)
Stanley Druckenmiller 327,500 sh (New)
Ray Dalio 121,400 sh (New)
Paul Tudor Jones 153,921 sh (+253.86%)
Pioneer Investments 6,058,624 sh (+107.20%)
Joel Greenblatt 28,832 sh (+78.74%)
Murray Stahl 7,938 sh (+38.66%)
Charles Brandes 327,431 sh (+1.97%)
Ken Fisher 13,945,830 sh (+0.37%)
PRIMECAP Management 23,550,782 sh (+0.37%)
First Eagle Investment 30,300 sh (unchged)
John Rogers 81,873 sh (unchged)
Tom Gayner 183,000 sh (unchged)
Steven Cohen 676,900 sh (unchged)
Eric Mindich 1,300,000 sh (unchged)
David Carlson 1,200,000 sh (unchged)
Bernard Horn 82,500 sh (unchged)
Keeley Asset Management Corp Sold Out
Mairs and Power 283,039 sh (-0.42%)
Chris Davis 16,810,992 sh (-0.84%)
Manning & Napier Advisors, Inc 311,060 sh (-1.91%)
Mario Gabelli 929,902 sh (-2.54%)
Glenn Greenberg 2,560,143 sh (-5.15%)
John Buckingham 118,662 sh (-6.22%)
NWQ Managers 1,792,698 sh (-6.37%)
Richard Snow 975,403 sh (-6.63%)
Dodge & Cox 26,626,679 sh (-6.64%)
T Rowe Price Equity Income Fund 9,140,000 sh (-7.30%)
Richard Pzena 4,358,837 sh (-11.92%)
Diamond Hill Capital 4,235,330 sh (-12.20%)
Barrow, Hanley, Mewhinney & Strauss 21,999,551 sh (-14.15%)
Bill Nygren 5,115,000 sh (-16.35%)
Ken Heebner 795,000 sh (-20.10%)
David Dreman 28,636 sh (-23.91%)
Jeremy Grantham 1,214,765 sh (-25.30%)
HOTCHKIS & WILEY 4,628,705 sh (-25.41%)
Ruane Cunniff 509,309 sh (-49.55%)
» More
Q1 2017

JPM Guru Trades in Q1 2017

Julian Robertson 174,800 sh (New)
Andreas Halvorsen 3,695,553 sh (New)
Spiros Segalas 3,109,288 sh (New)
Joel Greenblatt 39,501 sh (+37.00%)
Caxton Associates 20,000 sh (+33.33%)
Pioneer Investments 7,402,919 sh (+22.19%)
David Dreman 33,164 sh (+15.81%)
Manning & Napier Advisors, Inc 326,677 sh (+5.02%)
John Rogers 82,905 sh (+1.26%)
Mairs and Power 283,169 sh (+0.05%)
First Eagle Investment 30,300 sh (unchged)
Tom Gayner 183,000 sh (unchged)
Murray Stahl 7,938 sh (unchged)
David Carlson 1,200,000 sh (unchged)
Stanley Druckenmiller Sold Out
Ken Fisher 13,889,188 sh (-0.41%)
PRIMECAP Management 23,388,282 sh (-0.69%)
Dodge & Cox 26,367,890 sh (-0.97%)
Mario Gabelli 907,887 sh (-2.37%)
Diamond Hill Capital 4,132,185 sh (-2.44%)
T Rowe Price Equity Income Fund 8,870,000 sh (-2.95%)
John Buckingham 115,157 sh (-2.95%)
Richard Pzena 4,169,609 sh (-4.34%)
NWQ Managers 1,703,922 sh (-4.95%)
HOTCHKIS & WILEY 4,382,844 sh (-5.31%)
Richard Snow 922,908 sh (-5.38%)
Barrow, Hanley, Mewhinney & Strauss 20,439,595 sh (-7.09%)
Bill Nygren 4,715,000 sh (-7.82%)
Chris Davis 15,274,029 sh (-9.14%)
Bernard Horn 74,600 sh (-9.58%)
Jeremy Grantham 887,299 sh (-26.96%)
Ken Heebner 570,000 sh (-28.30%)
Daniel Loeb 3,750,000 sh (-28.57%)
Charles Brandes 226,112 sh (-30.94%)
Glenn Greenberg 1,692,041 sh (-33.91%)
Paul Tudor Jones 14,821 sh (-90.37%)
Ray Dalio 5,944 sh (-95.10%)
Ruane Cunniff 8,694 sh (-98.29%)
» More
Q2 2017

JPM Guru Trades in Q2 2017

Louis Moore Bacon 50,000 sh (New)
Steven Cohen 281,821 sh (New)
Manning & Napier Advisors, Inc 389,834 sh (+19.33%)
Diamond Hill Capital 4,668,366 sh (+12.98%)
David Dreman 36,789 sh (+10.93%)
Paul Tudor Jones 15,986 sh (+7.86%)
Joel Greenblatt 41,789 sh (+5.79%)
John Buckingham 118,523 sh (+2.92%)
Murray Stahl 8,160 sh (+2.80%)
PRIMECAP Management 23,635,793 sh (+1.06%)
Spiros Segalas 3,531,572 sh (+13.58%)
Tom Gayner 183,000 sh (unchged)
David Carlson 1,200,000 sh (unchged)
First Eagle Investment 30,300 sh (unchged)
Julian Robertson 174,800 sh (unchged)
Bill Nygren 4,715,000 sh (unchged)
Bernard Horn 74,600 sh (unchged)
Ray Dalio Sold Out
Daniel Loeb Sold Out
Andreas Halvorsen Sold Out
John Rogers 82,890 sh (-0.02%)
T Rowe Price Equity Income Fund 8,858,800 sh (-0.13%)
Charles Brandes 225,749 sh (-0.16%)
Richard Pzena 4,154,377 sh (-0.37%)
Glenn Greenberg 1,677,185 sh (-0.88%)
Mario Gabelli 899,612 sh (-0.91%)
Dodge & Cox 26,105,040 sh (-1.00%)
Mairs and Power 279,693 sh (-1.23%)
Richard Snow 897,499 sh (-2.75%)
Jeremy Grantham 857,461 sh (-3.36%)
Barrow, Hanley, Mewhinney & Strauss 19,751,247 sh (-3.37%)
NWQ Managers 1,620,398 sh (-4.90%)
HOTCHKIS & WILEY 4,164,944 sh (-4.97%)
Pioneer Investments 6,964,302 sh (-5.92%)
Chris Davis 13,507,258 sh (-11.57%)
Ruane Cunniff 6,713 sh (-22.79%)
Ken Fisher 6,957,114 sh (-49.91%)
Ken Heebner 225,000 sh (-60.53%)
Caxton Associates 5,900 sh (-70.50%)
» More
2017

JPM Guru Trades in 2017

Spiros Segalas 4,866,684 sh (+37.81%)
» More
» Details

Insider Trades

Latest Guru Trades with JPM

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
T Rowe Price Equity Income Fund 2017-09-30 Reduce -6.65%0.25%$88.42 - $95.51 $ 97.846%8,270,000
Dodge & Cox 2017-06-30 Reduce -1.00%0.02%$82.15 - $91.15 $ 97.8413%26,105,040
Barrow, Hanley, Mewhinney & Strauss 2017-06-30 Reduce -3.37%0.09%$82.15 - $91.15 $ 97.8413%19,751,247
Chris Davis 2017-06-30 Reduce -11.57%0.67%$82.15 - $91.15 $ 97.8413%13,507,258
T Rowe Price Equity Income Fund 2017-06-30 Reduce -0.13%$82.15 - $91.15 $ 97.8413%8,858,800
Ken Fisher 2017-06-30 Reduce -49.91%1.01%$82.15 - $91.15 $ 97.8413%6,957,114
HOTCHKIS & WILEY 2017-06-30 Reduce -4.97%0.08%$82.15 - $91.15 $ 97.8413%4,164,944
Richard Pzena 2017-06-30 Reduce -0.37%0.01%$82.15 - $91.15 $ 97.8413%4,154,377
Glenn Greenberg 2017-06-30 Reduce -0.88%0.06%$82.15 - $91.15 $ 97.8413%1,677,185
NWQ Managers 2017-06-30 Reduce -4.90%0.1%$82.15 - $91.15 $ 97.8413%1,620,398
Mario Gabelli 2017-06-30 Reduce -0.91%$82.15 - $91.15 $ 97.8413%899,612
Charles Brandes 2017-06-30 Reduce -0.16%$82.15 - $91.15 $ 97.8413%225,749
Ken Heebner 2017-06-30 Reduce -60.53%1.34%$82.15 - $91.15 $ 97.8413%225,000
John Rogers 2017-06-30 Reduce -0.02%$82.15 - $91.15 $ 97.8413%82,890
Joel Greenblatt 2017-06-30 Add 5.79%$82.15 - $91.15 $ 97.8413%41,789
David Dreman 2017-06-30 Add 10.93%0.18%$82.15 - $91.4 $ 97.8413%36,789
Ruane Cunniff 2017-06-30 Reduce -22.79%$82.15 - $91.15 $ 97.8413%6,713
Dodge & Cox 2017-03-31 Reduce -0.97%0.02%$83.3 - $93.6 $ 97.8411%26,367,890
Barrow, Hanley, Mewhinney & Strauss 2017-03-31 Reduce -7.09%0.2%$83.3 - $93.6 $ 97.8411%20,439,595
Chris Davis 2017-03-31 Reduce -9.14%0.58%$83.3 - $93.6 $ 97.8411%15,274,029
Ken Fisher 2017-03-31 Reduce -0.41%0.01%$83.3 - $93.6 $ 97.8411%13,889,188
T Rowe Price Equity Income Fund 2017-03-31 Reduce -2.95%0.11%$83.3 - $93.6 $ 97.8411%8,870,000
Bill Nygren 2017-03-31 Reduce -7.82%0.23%$83.3 - $93.6 $ 97.8411%4,715,000
HOTCHKIS & WILEY 2017-03-31 Reduce -5.31%0.09%$83.3 - $93.6 $ 97.8411%4,382,844
Richard Pzena 2017-03-31 Reduce -4.34%0.09%$83.3 - $93.6 $ 97.8411%4,169,609
NWQ Managers 2017-03-31 Reduce -4.95%0.1%$83.3 - $93.6 $ 97.8411%1,703,922
Glenn Greenberg 2017-03-31 Reduce -33.91%3.57%$83.3 - $93.6 $ 97.8411%1,692,041
Mario Gabelli 2017-03-31 Reduce -2.37%0.01%$83.3 - $93.6 $ 97.8411%907,887
Ken Heebner 2017-03-31 Reduce -28.30%0.86%$83.3 - $93.6 $ 97.8411%570,000
Charles Brandes 2017-03-31 Reduce -30.94%0.13%$83.3 - $93.6 $ 97.8411%226,112
Julian Robertson 2017-03-31 New Buy2.9%$83.3 - $93.6 $ 97.8411%174,800
John Rogers 2017-03-31 Add 1.26%$83.3 - $93.6 $ 97.8411%82,905
Joel Greenblatt 2017-03-31 Add 37.00%0.01%$83.3 - $93.6 $ 97.8411%39,501
David Dreman 2017-03-31 Add 15.81%0.23%$83.3 - $93.6 $ 97.8411%33,164
Ruane Cunniff 2017-03-31 Reduce -98.29%0.4%$83.3 - $93.6 $ 97.8411%8,694
Dodge & Cox 2016-12-31 Reduce -6.64%0.12%$66.51 - $87.13 $ 97.8428%26,626,679
Barrow, Hanley, Mewhinney & Strauss 2016-12-31 Reduce -14.15%0.37%$66.51 - $87.13 $ 97.8428%21,999,551
Chris Davis 2016-12-31 Reduce -0.84%0.04%$66.51 - $87.13 $ 97.8428%16,810,992
Ken Fisher 2016-12-31 Add 0.37%0.01%$66.51 - $87.13 $ 97.8428%13,945,830
T Rowe Price Equity Income Fund 2016-12-31 Reduce -7.30%0.23%$66.51 - $87.13 $ 97.8428%9,140,000
Bill Nygren 2016-12-31 Reduce -16.35%0.48%$66.51 - $87.13 $ 97.8428%5,115,000
HOTCHKIS & WILEY 2016-12-31 Reduce -25.41%0.44%$66.51 - $87.13 $ 97.8428%4,628,705
Richard Pzena 2016-12-31 Reduce -11.92%0.24%$66.51 - $87.13 $ 97.8428%4,358,837
Glenn Greenberg 2016-12-31 Reduce -5.15%0.45%$66.51 - $87.13 $ 97.8428%2,560,143
NWQ Managers 2016-12-31 Reduce -6.37%0.12%$66.51 - $87.13 $ 97.8428%1,792,698
Mario Gabelli 2016-12-31 Reduce -2.54%0.01%$66.51 - $87.13 $ 97.8428%929,902
Ken Heebner 2016-12-31 Reduce -20.10%0.63%$66.51 - $87.13 $ 97.8428%795,000
Ruane Cunniff 2016-12-31 Reduce -49.55%0.31%$66.51 - $87.13 $ 97.8428%509,309
Charles Brandes 2016-12-31 Add 1.97%0.01%$66.51 - $87.13 $ 97.8428%327,431
Joel Greenblatt 2016-12-31 Add 78.74%0.01%$66.51 - $87.13 $ 97.8428%28,832
David Dreman 2016-12-31 Reduce -23.91%0.36%$66.51 - $87.13 $ 97.8428%28,636
Keeley Asset Management Corp 2016-12-31 Sold Out 0.03%$66.51 - $87.13 $ 97.8428%0
Premium More recent guru trades are included for Premium Members only!!
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» Interactive Charts

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Preferred stocks of JPMorgan Chase & Co

SymbolPriceYieldDescription
JPMPRA25.445.365.45% Non-Cum Pfd Series P
JPMPRD25.264.08Deposit Shs Repr 1/400th Non-Cum Pfd Shs Ser-O
JPMPRB26.974.66Deposit Shs Repr 1/400th 6.7 % Non-Cum Perp Pfd Shs Ser-T
JPMPRE26.734.42Deposit Shs Repr 1/400th Non-Cum 6.30 % Pfd Shs Series -W-
JPMPRF26.855.70Deposit Shs Repr 1/400th 6 1/8% Non-Cum Pfd Shs Series
JPMPRG27.095.63Non-Cum Pfd Shs Series -AA-
JPMPRH27.135.67Deposit Shs Repr 1/40th 6.15 % Non-Cum Pfd Shs Series -BB-

Business Description

Industry: Banks » Banks - Global    NAICS: 522110    SIC: 6021
Compare:SHSE:601398, NYSE:BAC, NYSE:WFC, SHSE:601939, NYSE:C, LSE:HSBA, SHSE:601288, SHSE:601988, TSX:RY, XMCE:SAN, TSX:TD, ASX:CBA, TSE:8306, ASX:WBC, TSX:BNS, XAMS:INGA, ASX:ANZ, ASX:NAB, SHSE:601328, XSWX:UBSG » details
Traded in other countries:JPM.Argentina, JPM.Austria, JPMC.Belgium, JPMC34.Brazil, JPM.Chile, CMC.Germany, 8634.Japan, JPM.Mexico, JPM.Romania, JPM.Switzerland, 0Q1F.UK,
Headquarter Location:USA
JPMorgan Chase & Co is a financial services firm and a banking institution. It is engaged in investment banking, commercial banking, treasury and securities services, asset management, retail financial services, and credit card businesses.

JPMorgan Chase is one of the largest financial institutions in the United States, with more than $2 trillion in assets and operations in dozens of countries. The company is organized into several business segments: investment banking, commercial banking, treasury and securities services, asset management, retail financial services, and credit card businesses. JPMorgan Chase is a major player in the derivatives markets.

Guru Investment Theses on JPMorgan Chase & Co

Mario Gabelli Comments on JPMorgan Chase & Co. - May 10, 2017

JPMorgan Chase & Co. (1.3%) (JPM – $87.84 – NYSE) (NYSE:JPM) is one of the oldest financial institutions in the U.S. The firm, with assets of over $2.5 trillion, provides services to millions of consumers, small businesses, and many of the world’s largest corporate, institutional, and government clients. The bank is divided into several reporting segments, including investment banking, commercial banking, financial transaction processing, asset management, and private equity. CEO Jamie Dimon is well regarded among corporate leaders, and he has positioned the company for future growth, despite the recent challenges related to the financial crisis, increased regulations, and low interest rates.

From Mario Gabelli (Trades, Portfolio)'s Gabelli Equity Income Fund 2017 first quarter shareholder commentary.

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Mario Gabelli Comments on JPMorgan Chase & Co. - Nov 02, 2016

JPMorgan Chase & Co. (NYSE:JPM) (1.0%) (JPM $66.59 – NYSE) is one of the oldest financial institutions in the U.S. The firm, with assets of over $2.4 trillion, provides services to millions of consumers, small businesses, and many of the world’s largest corporate, institutional, and government clients. The bank is divided into several reporting segments, including investment banking, commercial banking, financial transaction processing, asset management, and private equity. CEO Jamie Dimon is well regarded among corporate leaders, and he has positioned the company for future growth, despite the recent challenges related to the financial crisis, increased regulations, and low interest rates.

From Mario Gabelli (Trades, Portfolio)'s Equity Income Fund 3rd quarter 2016 commentary.

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Gabelli Funds Comments on JPMorgan Chase & Co. - Aug 04, 2016

JPMorgan Chase & Co. (NYSE:JPM) (2.8%) (JPM – $59.22 – NYSE) is one of the oldest financial institutions in the U.S. The firm, with assets of over $2.4 trillion, provides services to millions of consumers, small businesses, and many of the world’s largest corporate, institutional, and government clients. The bank is divided into several reporting segments, including investment banking, commercial banking, financial transaction processing, asset management, and private equity. CEO Jamie Dimon is well regarded among corporate leaders, and he has positioned the company for future growth, despite the recent challenges related to the financial crisis, increased regulations, and low interest rates.



From the Gabelli Dividend Growth Fund second quarter 2016 commentary.



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GAMCO Global Growth Fund Comments on JPMorgan Chase & Co. - Feb 22, 2016

JPMorgan Chase & Co. (NYSE:JPM) (2.1%) (JPM – $66.03 – NYSE) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional, and government clients under its J.P. Morgan and Chase brands.



From the GAMCO Global Growth Fund fourth quarter 2015 commentary.



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Mario Gabelli Comments on JPMorgan Chase & Co. - Feb 05, 2016

JPMorgan Chase & Co. (0.8%) (JPM – $66.03 – NYSE) (NYSE:JPM) is one of the oldest financial institutions in the U.S. The firm, with assets of over $2.4 trillion, provides services to millions of consumers, small businesses, and many of the world’s largest corporate, institutional, and government clients. The bank is divided into several reporting segments, including investment banking, commercial banking, financial transaction processing, asset management, and private equity. CEO Jamie Dimon is well regarded among corporate leaders, and he has positioned the company for future growth, despite the recent challenges related to the financial crisis, increased regulations, and low interest rates.

From Mario Gabelli (Trades, Portfolio)'s GAMCO Equity Income Fund fourth quarter 2015 commentary.

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Ratios

vs
industry
vs
history
PE Ratio 14.09
JPM's PE Ratio is ranked higher than
53% of the 1528 Companies
in the Global Banks - Global industry.

( Industry Median: 14.62 vs. JPM: 14.09 )
Ranked among companies with meaningful PE Ratio only.
JPM' s PE Ratio Range Over the Past 10 Years
Min: 6.07  Med: 11.36 Max: 53.9
Current: 14.09
6.07
53.9
Forward PE Ratio 12.69
JPM's Forward PE Ratio is ranked higher than
67% of the 372 Companies
in the Global Banks - Global industry.

( Industry Median: 14.77 vs. JPM: 12.69 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 14.09
JPM's PE Ratio without NRI is ranked higher than
54% of the 1531 Companies
in the Global Banks - Global industry.

( Industry Median: 14.75 vs. JPM: 14.09 )
Ranked among companies with meaningful PE Ratio without NRI only.
JPM' s PE Ratio without NRI Range Over the Past 10 Years
Min: 6.07  Med: 11.42 Max: 161.7
Current: 14.09
6.07
161.7
PB Ratio 1.45
JPM's PB Ratio is ranked lower than
64% of the 1636 Companies
in the Global Banks - Global industry.

( Industry Median: 1.22 vs. JPM: 1.45 )
Ranked among companies with meaningful PB Ratio only.
JPM' s PB Ratio Range Over the Past 10 Years
Min: 0.43  Med: 1.05 Max: 1.54
Current: 1.45
0.43
1.54
PS Ratio 3.61
JPM's PS Ratio is ranked lower than
51% of the 1598 Companies
in the Global Banks - Global industry.

( Industry Median: 3.44 vs. JPM: 3.61 )
Ranked among companies with meaningful PS Ratio only.
JPM' s PS Ratio Range Over the Past 10 Years
Min: 0.76  Med: 2.13 Max: 3.61
Current: 3.61
0.76
3.61
Price-to-Free-Cash-Flow 11.71
JPM's Price-to-Free-Cash-Flow is ranked higher than
51% of the 890 Companies
in the Global Banks - Global industry.

( Industry Median: 11.78 vs. JPM: 11.71 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
JPM' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 0.75  Med: 3.25 Max: 275.65
Current: 11.71
0.75
275.65
Price-to-Operating-Cash-Flow 11.71
JPM's Price-to-Operating-Cash-Flow is ranked lower than
54% of the 957 Companies
in the Global Banks - Global industry.

( Industry Median: 10.35 vs. JPM: 11.71 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
JPM' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 0.75  Med: 3.25 Max: 275.65
Current: 11.71
0.75
275.65
EV-to-EBIT 7.25
JPM's EV-to-EBIT is ranked higher than
71% of the 1255 Companies
in the Global Banks - Global industry.

( Industry Median: 12.71 vs. JPM: 7.25 )
Ranked among companies with meaningful EV-to-EBIT only.
JPM' s EV-to-EBIT Range Over the Past 10 Years
Min: 2.6  Med: 11.2 Max: 204.4
Current: 7.25
2.6
204.4
EV-to-EBITDA 6.46
JPM's EV-to-EBITDA is ranked higher than
73% of the 1254 Companies
in the Global Banks - Global industry.

( Industry Median: 11.38 vs. JPM: 6.46 )
Ranked among companies with meaningful EV-to-EBITDA only.
JPM' s EV-to-EBITDA Range Over the Past 10 Years
Min: 2.3  Med: 9.5 Max: 72.6
Current: 6.46
2.3
72.6
EV-to-Revenue 2.66
JPM's EV-to-Revenue is ranked higher than
68% of the 1293 Companies
in the Global Banks - Global industry.

( Industry Median: 4.22 vs. JPM: 2.66 )
Ranked among companies with meaningful EV-to-Revenue only.
JPM' s EV-to-Revenue Range Over the Past 10 Years
Min: 0.8  Med: 3.1 Max: 8.5
Current: 2.66
0.8
8.5
PEG Ratio 2.68
JPM's PEG Ratio is ranked lower than
69% of the 831 Companies
in the Global Banks - Global industry.

( Industry Median: 1.52 vs. JPM: 2.68 )
Ranked among companies with meaningful PEG Ratio only.
JPM' s PEG Ratio Range Over the Past 10 Years
Min: 0.27  Med: 1.14 Max: 19.21
Current: 2.68
0.27
19.21
Shiller PE Ratio 20.74
JPM's Shiller PE Ratio is ranked higher than
54% of the 508 Companies
in the Global Banks - Global industry.

( Industry Median: 21.19 vs. JPM: 20.74 )
Ranked among companies with meaningful Shiller PE Ratio only.
JPM' s Shiller PE Ratio Range Over the Past 10 Years
Min: 9.4  Med: 15.7 Max: 1489.33
Current: 20.74
9.4
1489.33

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 2.10
JPM's Dividend Yield % is ranked lower than
52% of the 2337 Companies
in the Global Banks - Global industry.

( Industry Median: 2.62 vs. JPM: 2.10 )
Ranked among companies with meaningful Dividend Yield % only.
JPM' s Dividend Yield % Range Over the Past 10 Years
Min: 0.42  Med: 2.59 Max: 7.64
Current: 2.1
0.42
7.64
Dividend Payout Ratio 0.29
JPM's Dividend Payout Ratio is ranked higher than
88% of the 1387 Companies
in the Global Banks - Global industry.

( Industry Median: 0.32 vs. JPM: 0.29 )
Ranked among companies with meaningful Dividend Payout Ratio only.
JPM' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.05  Med: 0.29 Max: 1.88
Current: 0.29
0.05
1.88
3-Year Dividend Growth Rate 9.30
JPM's 3-Year Dividend Growth Rate is ranked higher than
60% of the 820 Companies
in the Global Banks - Global industry.

( Industry Median: 6.50 vs. JPM: 9.30 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
JPM' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -48.7  Med: 9.3 Max: 93.1
Current: 9.3
-48.7
93.1
Forward Dividend Yield % 2.34
JPM's Forward Dividend Yield % is ranked lower than
59% of the 2240 Companies
in the Global Banks - Global industry.

( Industry Median: 2.79 vs. JPM: 2.34 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 3.90
JPM's 5-Year Yield-on-Cost % is ranked higher than
98% of the 2723 Companies
in the Global Banks - Global industry.

( Industry Median: 3.29 vs. JPM: 3.90 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
JPM' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.78  Med: 4.81 Max: 14.2
Current: 3.9
0.78
14.2
3-Year Average Share Buyback Ratio 1.80
JPM's 3-Year Average Share Buyback Ratio is ranked higher than
90% of the 1129 Companies
in the Global Banks - Global industry.

( Industry Median: -2.20 vs. JPM: 1.80 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
JPM' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -28.9  Med: -4.4 Max: 1.8
Current: 1.8
-28.9
1.8

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 1.90
JPM's Price-to-Tangible-Book is ranked lower than
73% of the 1630 Companies
in the Global Banks - Global industry.

( Industry Median: 1.30 vs. JPM: 1.90 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
JPM' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.44  Med: 1.66 Max: 3.52
Current: 1.9
0.44
3.52
Price-to-Intrinsic-Value-Projected-FCF 0.53
JPM's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
79% of the 857 Companies
in the Global Banks - Global industry.

( Industry Median: 0.85 vs. JPM: 0.53 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
JPM' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.27  Med: 1.17 Max: 10.33
Current: 0.53
0.27
10.33
Price-to-Intrinsic-Value-DCF (Earnings Based) 0.93
JPM's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked lower than
54% of the 154 Companies
in the Global Banks - Global industry.

( Industry Median: 0.86 vs. JPM: 0.93 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
JPM' s Price-to-Intrinsic-Value-DCF (Earnings Based) Range Over the Past 10 Years
Min: 0.41  Med: 0.53 Max: 0.92
Current: 0.93
0.41
0.92
Price-to-Median-PS-Value 1.69
JPM's Price-to-Median-PS-Value is ranked lower than
83% of the 1469 Companies
in the Global Banks - Global industry.

( Industry Median: 1.16 vs. JPM: 1.69 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
JPM' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.14  Med: 0.99 Max: 1.73
Current: 1.69
0.14
1.73
Price-to-Peter-Lynch-Fair-Value 2.48
JPM's Price-to-Peter-Lynch-Fair-Value is ranked lower than
82% of the 439 Companies
in the Global Banks - Global industry.

( Industry Median: 1.24 vs. JPM: 2.48 )
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
JPM' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.3  Med: 0.87 Max: 7.04
Current: 2.48
0.3
7.04
Price-to-Graham-Number 1.09
JPM's Price-to-Graham-Number is ranked lower than
60% of the 1429 Companies
in the Global Banks - Global industry.

( Industry Median: 0.95 vs. JPM: 1.09 )
Ranked among companies with meaningful Price-to-Graham-Number only.
JPM' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.29  Med: 1.07 Max: 3.15
Current: 1.09
0.29
3.15
Earnings Yield (Greenblatt) % 13.84
JPM's Earnings Yield (Greenblatt) % is ranked higher than
78% of the 1657 Companies
in the Global Banks - Global industry.

( Industry Median: 5.51 vs. JPM: 13.84 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
JPM' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 0.5  Med: 8.9 Max: 38.3
Current: 13.84
0.5
38.3
Forward Rate of Return (Yacktman) % 18.83
JPM's Forward Rate of Return (Yacktman) % is ranked higher than
69% of the 981 Companies
in the Global Banks - Global industry.

( Industry Median: 11.33 vs. JPM: 18.83 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
JPM' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -60.1  Med: 19.5 Max: 66.9
Current: 18.83
-60.1
66.9

More Statistics

Revenue (TTM) (Mil) $98,847.00
EPS (TTM) $ 6.94
Beta1.27
Short Percentage of Float0.83%
52-Week Range $66.74 - 97.95
Shares Outstanding (Mil)3,469.70

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 101,388 107,716 113,487
EPS ($) 6.79 7.62 8.91
EPS without NRI ($) 6.79 7.62 8.91
EPS Growth Rate
(Future 3Y To 5Y Estimate)
11.20%
Dividends per Share ($) 2.12 2.49 3.05

Piotroski F-Score Details

Piotroski F-Score: ----
Positive ROAN
Positive CFROAN
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

Personalized Checklist

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