JPMORGAN CHASE & CO

Company Overview

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Financial Performance

Comprehensive financial statements, metrics, and performance analysis

Financial Performance Overview

12 mos ending Dec 31, 201212 mos ending Dec 31, 201312 mos ending Dec 31, 201412 mos ending Dec 31, 201512 mos ending Dec 31, 201612 mos ending Dec 31, 201712 mos ending Dec 31, 201812 mos ending Dec 31, 201912 mos ending Dec 31, 202012 mos ending Dec 31, 202112 mos ending Dec 31, 202212 mos ending Dec 31, 202312 mos ending Dec 31, 20243 mos ending Mar 31, 20243 mos ending Mar 31, 2025CAGR %YoY %Revenue (+)
$97031.00
96606.00
94205.00
93543.00
95668.00
99624.00
109029.00
115627.00
119543.00
121649.00
128695.00
158104.00
177556.00
41934.00
45310.00
5.16%8.05%Net Interest Income (+)
$44910.00
43319.00
43634.00
43510.00
46083.00
50097.00
55059.00
57245.00
54563.00
52311.00
66710.00
89267.00
92583.00
23082.00
23273.00
6.21%0.83%Interest Expense (-)
$11153.00
9677.00
7897.00
7463.00
9818.00
14275.00
22383.00
26795.00
9960.00
5553.00
26097.00
81321.00
24356.00
Non Interest Income (+)
$52121.00
53287.00
50571.00
50033.00
49585.00
49527.00
53970.00
58382.00
64980.00
69338.00
61985.00
68837.00
84973.00
18852.00
22037.00
4.16%16.89%Selling, General & Administrative (-)
$2577.00
2500.00
2550.00
2708.00
2897.00
2900.00
3290.00
3579.00
2476.00
3036.00
3911.00
4591.00
4974.00
1160.00
1304.00
5.63%12.41%Marketing Expenses (-)
$2577.00
2500.00
2550.00
2708.00
2897.00
2900.00
3290.00
3579.00
2476.00
3036.00
3911.00
4591.00
4974.00
1160.00
1304.00
5.63%12.41%Depreciation & Amortization (-)
$957.00
637.00
Operating Expenses (-)
$64729.00
70467.00
61274.00
59014.00
55771.00
58434.00
63394.00
65497.00
66656.00
71343.00
76140.00
87172.00
91797.00
22757.00
23597.00
2.95%3.69%Operating Income/Loss (+)
$32302.00
26139.00
32931.00
34529.00
39897.00
41190.00
45635.00
50130.00
52887.00
50306.00
52555.00
70932.00
85759.00
19177.00
21713.00
8.48%13.22%Provision for Loan Loss (-)
$3385.00
225.00
3139.00
3827.00
5361.00
5290.00
4871.00
5585.00
17480.00
-9256.00
6389.00
9320.00
10678.00
1884.00
3305.00
10.05%75.42%Non-operating Income/Expense (+)
$2110.00
667.00
77.00
202.00
141.00
-66.00
Earnings before Tax (+)
$28917.00
25914.00
29792.00
30702.00
34536.00
35900.00
40764.00
44545.00
35407.00
59562.00
46166.00
61612.00
75081.00
17293.00
18408.00
8.28%6.45%Tax Expense (-)
$7633.00
7991.00
8030.00
6260.00
9803.00
11459.00
8290.00
8114.00
6276.00
11228.00
8490.00
12060.00
16610.00
3874.00
3765.00
6.69%-2.81%Income/Loss (Continuing Operations) (+)
$21284.00
17923.00
21762.00
24442.00
24733.00
24441.00
32474.00
36431.00
29131.00
48334.00
37676.00
49552.00
58471.00
13419.00
14643.00
8.79%9.12%Net Income/Loss (+)
$21284.00
17923.00
21762.00
24442.00
24733.00
24441.00
32474.00
36431.00
29131.00
48334.00
37676.00
49552.00
58471.00
13419.00
14643.00
8.79%9.12%Net Income/Loss (Common) (+)
$19877.00
16593.00
20093.00
22406.00
22583.00
22567.00
30709.00
34642.00
27410.00
46503.00
35892.00
47760.00
56868.00
12942.00
14317.00
9.15%10.62%EPS (Basic)
$5.22
4.39
5.34
6.05
6.24
6.35
9.04
10.75
8.89
15.39
12.10
16.25
19.79
4.45
5.08
11.75%14.16%EPS (Diluted)
$5.20
4.35
5.29
6.00
6.19
6.31
9.00
10.72
8.88
15.36
12.09
16.23
19.75
4.44
5.07
11.76%14.19%Weighted Avg Shares (Basic)
3809.40
3782.40
3763.50
3700.40
3618.50
3551.60
3396.40
3221.50
3082.40
3021.50
2965.80
2938.60
2873.90
2908.30
2819.40
-2.32%-3.06%Weighted Avg Shares (Diluted)
3822.20
3814.90
3797.50
3732.80
3649.80
3576.80
3414.00
3230.40
3087.40
3026.60
2970.00
2943.10
2879.00
2912.80
2824.30
-2.33%-3.04%Cash
$471833.00
603938.00
728111.00
573080.00
619602.00
628543.00
600381.00
512788.00
823893.00
1002532.00
882826.00
900303.00
764318.00
892675.00
429506.00
4.10%-51.89%Receivables
$60933.00
65160.00
70079.00
46605.00
52330.00
67729.00
73200.00
72861.00
90503.00
102570.00
125189.00
107363.00
101223.00
129823.00
117845.00
4.32%-9.23%Securities & Long-term Investments
$1659671.00
1571900.00
1497579.00
1465018.00
1548274.00
1654007.00
1758646.00
1895746.00
2238285.00
2373206.00
2386251.00
2613881.00
2862293.00
2810689.00
3108839.00
4.65%10.61%Property, Plant & Equipment (Net)
$14519.00
14891.00
15133.00
14362.00
14131.00
14159.00
14934.00
25813.00
27109.00
27070.00
27734.00
30157.00
32223.00
30279.00
32811.00
6.87%8.36%Goodwill & Intangibles
$50410.00
49699.00
48839.00
48340.00
48150.00
54392.00
54349.00
53341.00
53428.00
56691.00
60859.00
64381.00
64560.00
64374.00
2.08%Other Assets
$101775.00
110101.00
213385.00
204293.00
208485.00
114770.00
121022.00
126830.00
152853.00
181498.00
182884.00
159308.00
178197.00
162887.00
668855.00
4.78%310.63%Assets (Total)
$2359141.00
2415689.00
2573126.00
2351698.00
2490972.00
2533600.00
2622532.00
2687379.00
3386071.00
3743567.00
3665743.00
3875393.00
4002814.00
4090727.00
4357856.00
4.50%6.53%Deposits
$1193593.00
1287765.00
1363427.00
1279715.00
1375179.00
1443982.00
1470666.00
1562431.00
2144257.00
2462303.00
2340179.00
2400688.00
2406032.00
2428409.00
2495877.00
6.02%2.78%Accounts Payable
$195240.00
194491.00
206954.00
177638.00
190543.00
189383.00
196710.00
210407.00
232599.00
262755.00
300141.00
290307.00
280672.00
301469.00
293538.00
3.07%-2.63%Debt (Current)
$82003.00
85842.00
96566.00
36667.00
34443.00
51802.00
69276.00
40920.00
45208.00
53594.00
44027.00
44712.00
52893.00
46268.00
64980.00
-3.59%40.44%Securities (Liabilities)
$195109.00
187361.00
205177.00
168776.00
175706.00
149744.00
165014.00
137118.00
187759.00
369783.00
393199.00
419983.00
517041.00
582072.00
744817.00
8.46%27.96%Debt (Non-current)
$331027.00
353731.00
373402.00
325318.00
329688.00
335882.00
351307.00
332418.00
326893.00
354599.00
339892.00
436537.00
454311.00
442140.00
472204.00
2.67%6.80%Other Liabilities
$158100.00
95321.00
95535.00
116011.00
131223.00
107114.00
113044.00
142755.00
170001.00
Liabilities (Total)
$2155072.00
2204511.00
2341061.00
2104125.00
2236782.00
2277907.00
2366017.00
2426049.00
3106717.00
3449440.00
3373411.00
3547515.00
3658056.00
3754090.00
4006436.00
4.51%6.72%Treasury Stock
$12002.00
14847.00
17856.00
21691.00
28854.00
42595.00
60494.00
83049.00
88184.00
105415.00
107336.00
116217.00
134018.00
118046.00
140458.00
22.27%18.99%Retained Earnings
$104223.00
115756.00
130315.00
146420.00
162440.00
177676.00
199202.00
223211.00
236990.00
272268.00
296456.00
332901.00
376166.00
342414.00
386616.00
11.29%12.91%AOCI
$4102.00
1199.00
2189.00
192.00
-1175.00
-119.00
-1507.00
1569.00
7986.00
-84.00
-17341.00
-10443.00
-12456.00
-11639.00
-9111.00
21.72%Shareholder's Equity
$204069.00
211178.00
232065.00
247573.00
254190.00
255693.00
256515.00
261330.00
279354.00
294127.00
292332.00
327878.00
344758.00
336637.00
351420.00
4.47%4.39%Liabilities & Equity
$2359141.00
2415689.00
2573126.00
2351698.00
2490972.00
2533600.00
2622532.00
2687379.00
3386071.00
3743567.00
3665743.00
3875393.00
4002814.00
4090727.00
4357856.00
4.50%6.53%Net Income/Loss
$21284.00
17923.00
21762.00
24442.00
24733.00
24441.00
32474.00
36431.00
29131.00
48334.00
37676.00
49552.00
58471.00
13419.00
14643.00
8.79%9.12%Depreciation & Amortization
$5147.00
5306.00
4759.00
4940.00
5478.00
6179.00
7791.00
8368.00
8614.00
7932.00
7051.00
7512.00
7938.00
2004.00
2030.00
3.68%1.30%Increase/Decrease in Working Capital
$24554.00
-3415.00
71239.00
7102.00
80195.00
143932.00
129135.00
132158.00
311408.00
311963.00
116481.00
171413.00
326458.00
219178.00
338056.00
24.06%54.24%Share-based Compensation
$2545.00
2219.00
2190.00
Adjustments to Reconcile Net Income
$3795.00
90030.00
14831.00
49024.00
-4537.00
-26942.00
-18287.00
-30385.00
-109041.00
29750.00
69443.00
-36578.00
-100483.00
-167577.00
-266482.00
-59.02%Net Cash (Operating)
$25079.00
107953.00
36593.00
73466.00
20196.00
-2501.00
14187.00
6046.00
-79910.00
78084.00
107119.00
12974.00
-42012.00
-154158.00
-251839.00
-63.36%Capital Expenditure
$-88.00
149.00
-843.00
9920.00
2362.00
Net Cash (Investing)
$-119825.00
-150501.00
-165636.00
106980.00
-114949.00
-10283.00
-197993.00
-54013.00
-261912.00
-129344.00
-137819.00
67643.00
-163403.00
-43379.00
-118076.00
-172.20%Increase/Decrease in Debt
$92909.00
48442.00
122733.00
-173557.00
122003.00
40015.00
63968.00
65263.00
612362.00
308215.00
-104538.00
-9792.00
104336.00
143726.00
333520.00
0.97%132.05%Increase/Decrease in Equity
$1234.00
3873.00
8847.00
5893.00
-14152.00
-18287.00
-19001.00
-2017.00
-11058.00
-3162.00
-9824.00
-16330.00
-332.00
-4528.00
-1263.86%Interest Expenses
$11161.00
9573.00
8194.00
7220.00
9508.00
14153.00
21152.00
29918.00
13077.00
5142.00
23143.00
77114.00
99642.00
22864.00
23587.00
20.01%3.16%Dividends Paid
$5194.00
6056.00
6990.00
7873.00
8476.00
8993.00
10109.00
12343.00
12690.00
12858.00
13562.00
13463.00
14783.00
3493.00
3823.00
9.11%9.45%Net Cash (Financing)
$87707.00
28324.00
118228.00
-187511.00
98271.00
14642.00
34158.00
32987.00
596645.00
275993.00
-126257.00
-25571.00
63447.00
141168.00
318059.00
-2.66%125.31%Cash Taxes Paid
$2050.00
3502.00
1392.00
9423.00
2405.00
4325.00
3542.00
5624.00
7661.00
18737.00
4355.00
9908.00
11715.00
1585.00
1651.00
15.63%4.16%Effect of Exchange Rate
$1160.00
272.00
-1125.00
-276.00
-135.00
96.00
-2863.00
-182.00
9155.00
-11508.00
-16643.00
1871.00
-12866.00
-5666.00
8442.00
248.99%Increase/Decrease in Cash
$-5879.00
-13952.00
-11940.00
-7341.00
3383.00
1954.00
-152511.00
-15162.00
263978.00
213225.00
-173600.00
56917.00
-154834.00
-62035.00
-43414.00
30.02%Cash (Beginning)
$59602.00
53723.00
39771.00
27831.00
20490.00
23873.00
431304.00
278793.00
263631.00
527609.00
740834.00
567234.00
624151.00
624151.00
469317.00
21.62%-24.81%Cash (Ending)
$53723.00
39771.00
27831.00
20490.00
23873.00
25827.00
278793.00
263631.00
527609.00
740834.00
567234.00
624151.00
469317.00
562116.00
425903.00
19.80%-24.23%NOPAT
$30012.03
22606.59
31392.33
23931.42
37118.67
36227.69
41669.76
43800.87
41443.86
34480.75
47597.30
59525.22
72377.90
17419.32
19765.58
7.61%13.47%Operating Margin %
33.29%
27.06%
34.96%
36.91%
41.70%
41.35%
41.86%
43.35%
44.24%
41.35%
40.84%
44.86%
48.30%
45.73%
47.92%
NOPAT Margin %
30.93%
23.40%
33.32%
25.58%
38.80%
36.36%
38.22%
37.88%
34.67%
28.34%
36.98%
37.65%
40.76%
41.54%
43.62%
Net Margin %
21.94%
18.55%
23.10%
26.13%
25.85%
24.53%
29.78%
31.51%
24.37%
39.73%
29.28%
31.34%
32.93%
32.00%
32.32%
Tax Rate %
7.09%
13.51%
4.67%
30.69%
6.96%
12.05%
8.69%
12.63%
21.64%
31.46%
9.43%
16.08%
15.60%
9.17%
8.97%
ROA
1.27%
0.94%
1.22%
1.02%
1.49%
1.43%
1.59%
1.63%
1.22%
0.92%
1.30%
1.54%
1.81%
0.43%
0.45%
ROE
14.71%
10.70%
13.53%
9.67%
14.60%
14.17%
16.24%
16.76%
14.84%
11.72%
16.28%
18.15%
20.99%
5.17%
5.62%
Equity Multiplier
11.56
11.44
11.09
9.50
9.80
9.91
10.22
10.28
12.12
12.73
12.54
11.82
11.61
12.15
12.40
Debt/Equity Ratio
7.87
8.18
7.90
6.63
6.84
7.16
7.37
7.41
9.01
9.76
9.32
8.79
8.45
8.66
8.63
Dividend Payout Ratio %
17.31%
26.79%
22.27%
32.90%
22.83%
24.82%
24.26%
28.18%
30.62%
37.29%
28.49%
22.62%
20.42%
20.05%
19.34%
Total Payout
$3960.00
2183.00
-1857.00
1980.00
8476.00
23145.00
28396.00
31344.00
14707.00
23916.00
16724.00
23287.00
31113.00
3825.00
8351.00
18.74%118.33%Payout Ratio %
13.19%
9.66%
-5.92%
8.27%
22.83%
63.89%
68.15%
71.56%
35.49%
69.36%
35.14%
39.12%
42.99%
21.96%
42.25%