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JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
JPMorgan Chase & Co is a global financial services firm offering consumer and commercial banking, investment banking and markets, asset and wealth management, and payments. Long-term growth may be supported by scale in markets and investment banking, expansion of wealth and payments, and technology-driven efficiency, while diversified revenue and strong capital appear to provide resilience.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | 72595.00M | 75081.00M | 61612.00M | 46166.00M | 59562.00M |
| Net income | 57048.00M | 58471.00M | 49552.00M | 37676.00M | 48334.00M |
| Selling general administrative | 54487.00M | 51357.00M | 46465.00M | 19532.00M | 19755.00M |
| Selling and marketing expenses | 5531.00M | 4974.00M | 4591.00M | 3911.00M | 3036.00M |
| Gross profit | 167607.00M | 158785.00M | 145670.00M | 122306.00M | 130898.00M |
| Reconciled depreciation | 8821.00M | 7938.00M | 7512.00M | 7051.00M | 7932.00M |
| Ebit | 72595.00M | 75081.00M | 61612.00M | 37331.00M | 59562.00M |
| Ebitda | 81416.00M | 83019.00M | 69124.00M | 44382.00M | 67494.00M |
| Depreciation and amortization | 8821.00M | 7938.00M | 7512.00M | 7051.00M | 7932.00M |
| Operating income | 72595.00M | 75081.00M | 61612.00M | 46432.00M | 59988.00M |
| Other operating expenses | 207150.00M | 195708.00M | 174661.00M | 76140.00M | 71336.00M |
| Interest expense | 97898.00M | 101350.00M | 81321.00M | 26097.00M | 5553.00M |
| Tax provision | 15547.00M | 16610.00M | 12060.00M | 8490.00M | 11228.00M |
| Interest income | 193341.00M | 193933.00M | 170588.00M | 92807.00M | 57864.00M |
| Net interest income | 95443.00M | 92583.00M | 89267.00M | 66710.00M | 52311.00M |
| Income tax expense | 15547.00M | 16610.00M | 12060.00M | 8490.00M | 11228.00M |
| Total revenue | 279745.00M | 270789.00M | 236273.00M | 122306.00M | 130898.00M |
| Total operating expenses | 95012.00M | 83704.00M | 84058.00M | 76140.00M | 71336.00M |
| Cost of revenue | 112138.00M | 112004.00M | 90603.00M | 10174.00M | 9814.00M |
| Total other income expense net | - | -9552.00M | -8931.00M | -266.00M | -426.00M |
| Net income from continuing ops | 57048.00M | 58471.00M | 49552.00M | 37676.00M | 48334.00M |
| Net income applicable to common shares | 55681.00M | 56868.00M | 47760.00M | 35892.00M | 46503.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 4424900.00M | 4002814.00M | 3875393.00M | 3665743.00M | 3743567.00M |
| Intangible assets | 11727.00M | 11995.00M | 11747.00M | 9197.00M | 6376.00M |
| Earning assets | - | - | - | - | 1516495.00M |
| Other current assets | - | - | 824984.00M | 185369.00M | 1541316.00M |
| Total liab | 4062462.00M | 3658056.00M | 3547515.00M | 3373411.00M | 3449440.00M |
| Total stockholder equity | 362438.00M | 344758.00M | 327878.00M | 292332.00M | 294127.00M |
| Other current liab | 2889475.00M | 2559254.00M | 2540269.00M | -344168.00M | -316349.00M |
| Common stock | 4105.00M | 4105.00M | 4105.00M | 4105.00M | 4105.00M |
| Capital stock | 24150.00M | 24155.00M | 31509.00M | 31509.00M | 38943.00M |
| Retained earnings | 416055.00M | 376166.00M | 332901.00M | 296456.00M | 272268.00M |
| Other liab | - | - | - | 7782.00M | 2261.00M |
| Good will | 52731.00M | 52565.00M | 52634.00M | 51662.00M | 50315.00M |
| Other assets | - | 2142086.00M | 2617738.00M | 1593909.00M | 1402070.00M |
| Cash | 343338.00M | 469317.00M | 624151.00M | 567234.00M | 740834.00M |
| Total current liabilities | 64776.00M | 3073717.00M | 2963476.00M | 344168.00M | 316349.00M |
| Net debt | 156644.00M | 281829.00M | 28921.00M | -100507.00M | -271658.00M |
| Short term debt | 64776.00M | 361310.00M | 261247.00M | 44027.00M | 53594.00M |
| Short long term debt | 66012.00M | 64475.00M | 44712.00M | 44027.00M | 53594.00M |
| Short long term debt total | 499982.00M | 751146.00M | 653072.00M | 466727.00M | 469176.00M |
| Other stockholder equity | -73477.00M | -43107.00M | -26089.00M | -18292.00M | -17000.00M |
| Property plant equipment | 36244.00M | 32223.00M | 30157.00M | 27734.00M | 27070.00M |
| Total current assets | 962135.00M | 1983491.00M | 923999.00M | 969160.00M | 1209010.00M |
| Long term investments | 1406543.00M | 1172872.00M | 973946.00M | 1014081.00M | 1048726.00M |
| Net tangible assets | 290054.00M | 272207.00M | 238919.00M | 264928.00M | 208092.00M |
| Short term investments | 507198.00M | 1193405.00M | 192485.00M | 205857.00M | 308525.00M |
| Net receivables | 111599.00M | 320769.00M | 107363.00M | 196069.00M | 159651.00M |
| Long term debt | 433970.00M | 389836.00M | 391825.00M | 190586.00M | 301005.00M |
| Inventory | - | - | -1856346.00M | 157.00M | 551.00M |
| Accounts payable | 186658.00M | 153153.00M | 161960.00M | 300141.00M | 262755.00M |
| Accumulated other comprehensive income | -4290.00M | -12456.00M | -10443.00M | -17341.00M | -84.00M |
| Common stock total equity | 4104.93M | 4104.93M | 4104.93M | 4105.00M | 4105.00M |
| Preferred stock total equity | 20045.00M | 20050.00M | 27404.00M | 27404.00M | 34838.00M |
| Retained earnings total equity | - | - | - | 296456.00M | 272268.00M |
| Treasury stock | - | - | - | - | -105415.00M |
| Non currrent assets other | 1894399.00M | 1121144.00M | 1185722.00M | -1102674.00M | -1132487.00M |
| Non current assets total | 3462765.00M | 2019323.00M | 2951394.00M | 1102674.00M | 1132487.00M |
| Long term debt total | 435206.00M | 342781.00M | 317345.00M | 190586.00M | 301005.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | -80704.00M | -163403.00M | 67643.00M | 3081.00M | -26503.00M |
| Change to liabilities | - | - | - | 89987.00M | -25663.00M |
| Total cashflows from investing activities | -265565.00M | -163403.00M | 67643.00M | -137819.00M | -129344.00M |
| Net borrowings | 22083.00M | 20749.00M | 8603.00M | 32357.00M | 14451.00M |
| Total cash from financing activities | 269533.00M | 63447.00M | -25571.00M | -126257.00M | 275993.00M |
| Change to operating activities | - | - | - | 28491.00M | -80570.00M |
| Net income | 57048.00M | 58471.00M | 49552.00M | 37676.00M | 48334.00M |
| Change in cash | -125979.00M | -154834.00M | 56917.00M | -173600.00M | 213225.00M |
| Begin period cash flow | 469317.00M | 624151.00M | 567234.00M | 740834.00M | 527609.00M |
| End period cash flow | 343338.00M | 469317.00M | 624151.00M | 567234.00M | 740834.00M |
| Total cash from operating activities | -147782.00M | -42012.00M | 12974.00M | 107119.00M | 78084.00M |
| Issuance of capital stock | 3000.00M | 2500.00M | 0.00M | 0.00M | 7350.00M |
| Depreciation | 8821.00M | 7938.00M | 7512.00M | 7051.00M | 7932.00M |
| Other cashflows from investing activities | -184861.00M | -46107.00M | -18031.00M | -140900.00M | -102841.00M |
| Dividends paid | 16625.00M | 14783.00M | 13463.00M | -13562.00M | -12858.00M |
| Change to inventory | - | - | 32970.00M | -55656.00M | -11745.00M |
| Change to account receivables | -11514.00M | 5735.00M | 19928.00M | -22970.00M | -12401.00M |
| Sale purchase of stock | -34591.00M | -28680.00M | -9824.00M | -10596.00M | -20983.00M |
| Other cashflows from financing activities | 150753.00M | 83661.00M | -10887.00M | -56543.00M | -5731.00M |
| Change to netincome | - | - | - | 29706.00M | -14083.00M |
| Capital expenditures | 0.00M | 0.00M | 1291.00M | 0.00M | 0.00M |
| Change receivables | - | - | - | -22970.00M | -12401.00M |
| Cash flows other operating | - | - | - | -34331.00M | 73965.00M |
| Cash and cash equivalents changes | - | - | - | -156957.00M | 224733.00M |
| Change in working capital | -218801.00M | -114220.00M | -56168.00M | -22970.00M | -12401.00M |
| Stock based compensation | - | - | 3117.00M | 2794.00M | 2929.00M |
| Other non cash items | -461.00M | 3795.00M | 16612.00M | 85306.00M | 27542.00M |
| Free cash flow | -147782.00M | -42012.00M | 12974.00M | 107119.00M | 78084.00M |
Sector: Financial Services Industry: Banks - Diversified
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
|---|---|---|---|---|---|---|---|
| JPM JPMorgan Chase & Co |
-2.85 0.84% |
334.49 | 15.10 | 14.01 | 5.03 | 2.63 | 5.76 |
| IDCBF Industrial and Commercial Bank of China |
- -% |
1.00 | 6.53 | 6.02 | 0.67 | 0.56 | 5.72 |
| IDCBY Industrial and Commercial Bank of China |
0.10 0.52% |
20.26 | 6.49 | 6.00 | 0.65 | 0.55 | 5.72 |
| ACGBY Agricultural Bank of China PK |
0.12 0.55% |
21.89 | 6.92 | 6.73 | 0.67 | 0.60 | 6.34 |
| BAC Bank of America Corp |
-0.26 0.52% |
49.50 | 13.44 | 12.15 | 3.49 | 1.38 | 6.81 |
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
270 Park Avenue, New York, NY, United States, 10017
212 270 6000
320560
| Name | Title | Year Born |
|---|---|---|
| Mr. James Dimon | Chairman & CEO | 1956 |
| Mr. Daniel Eduardo Pinto | Pres & COO | 1963 |
| Mr. Jeremy Barnum | Chief Financial Officer | 1973 |
| Ms. Mary Callahan Erdoes | Chief Exec. Officer of Asset & Wealth Management | 1967 |
| Ms. Jennifer A. Piepszak | Co-Chief Exec. Officer of Consumer & Community Banking | 1971 |
| Mr. Reginald Chambers J.D. | CFO & Head of Strategy for Commercial Banking | NA |
| Ms. Elena A. Korablina | MD, Corp. Controller & Principal Accounting Officer | 1974 |
| Ms. Lori Ann Beer | Global Chief Information Officer | 1968 |
| Mr. Mikael Grubb | Head of Investor Relations | NA |
| Ms. Stacey Friedman | Exec. VP & Gen. Counsel | 1969 |
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