| Market cap | $391.32B |
|---|---|
| Enterprise value | $572.96B |
| Revenue | $161.689B |
|---|---|
| EBITDA | $70.805B |
| Income | $48.509B |
| Revenue Q/Q | 9.35% |
| Revenue Y/Y | 18.60% |
| P/E | 11.87 |
|---|---|
| Forward P/E | 14.82 |
| EV/Sales | 3.54 |
| EV/EBITDA | 8.09 |
| EV/EBIT | 9.38 |
| PEG | 1.38 |
| Price/Sales | 2.42 |
| P/FCF | N/A |
| Price/Book | 1.19 |
| Book/Share | 165.06 |
| Cash/Share | N/A |
| FCF yield | -7.65% |
| Volume | 8.870M / 12.978M |
|---|---|
| Relative vol. | 0.68 × |
| EPS | 16.59 |
|---|---|
| EPS Q/Q | -16.58% |
| Est. EPS Q/Q | -6.01% |
| Profit margin | 30.21% |
|---|---|
| Oper. margin | 44.45% |
| Gross margin | 100.00% |
| EBIT margin | 37.79% |
| EBITDA margin | 43.79% |
| Ret. on assets | 1.23% |
|---|---|
| Ret. on equity | 14.99% |
| ROIC | 1.59% |
| ROCE | 1.49% |
| Debt/Equity | 10.82 |
|---|---|
| Net debt/EBITDA | 8.14 |
| Current ratio | 0.55 |
| Quick ratio | N/A |
| Volatility | 1.82% |
|---|---|
| Beta | 0.67 |
| RSI | 50.75 |
|---|
| Insider ownership | 0.93% |
|---|---|
| Inst. ownership | 71.74% |
| Shares outst. | 2.872B |
|---|---|
| Shares float | 0.000 0.00% |
| Short % of float | 0.65% |
| Short ratio | 1.37 |
| Dividend | $4.25 |
|---|---|
| Dividend yield | 2.18% |
| Payout ratio | 25.62% |
| Payment date | 31 Jul 2024 |
| Ex-dividend date | 5 Jul 2024 |
| Earnings date | 12 Jul 2024 |
Wednesday, 19 June 2024
|
|
| UK Inflation Falls to 2% Goal for First Time in Three Years | |
Tuesday, 18 June 2024
|
|
| Luxury Sneaker Maker Golden Goose Postpones Planned IPO | |
Friday, 14 June 2024
|
|
| JPMorgan Chase Declares Preferred Stock Dividends | |
Thursday, 13 June 2024
|
|
| Milei’s Reforms Near Passage in Shadow of Argentina Protests | |
Wednesday, 12 June 2024
|
|
| The Best City to Live in the World in 2024 | |
| JPMorgan Chase & Co. Surged Following Solid Financial Results And Positive Guidance | |
Tuesday, 11 June 2024
|
|
| JPMorgan Risk Swap Ends Up at a Familiar Place: Rival Banks | |
| Mexico’s Peso Sinks as Sheinbaum Embraces Judicial Reform | |
Monday, 10 June 2024
|
|
| JPMorgan Warns of a Shock to Stock Market’s Calm From CPI, Fed | |
Saturday, 8 June 2024
|
|
| The Top Country Pegged to USD | |
Friday, 7 June 2024
|
|
| RBI Keeps Rates on Hold as New Modi Administration Awaited | |
Monday, 3 June 2024
|
|
| Ardent Health to Seek $400 Million or More in Second Try at IPO | |
| Exclusive-JPMorgan payments chief Georgakopoulos to leave, according to memo | |
Thursday, 30 May 2024
|
|
| Saudi Arabia Set to Launch $10 Billion Aramco Offer Sunday | |
Wednesday, 29 May 2024
|
|
| India Inflows Set to Cool Following China’s Bond Index Playbook | |
Monday, 27 May 2024
|
|
| Indian Bonds Best Asia Bet for JPMorgan Asset Before Inclusion | |
Thursday, 23 May 2024
|
|
| JPMorgan to pay $100 million over CFTC trade reporting violations | |
| Orsted receives $650 million tax equity financing from J.P. Morgan | |
Tuesday, 21 May 2024
|
|
| Exclusive-Conservative investor pulls JPMorgan resolution, cites changes addressing 'politicized finance' | |
Monday, 20 May 2024
|
|
| JPMorgan’s Kolanovic Is Last Prominent Bear as Mike Wilson Folds | |
| JPMorgan Chase Declares Common Stock Dividend | |
| Dimon’s Comments Are a Rarity; JPMorgan Will Limit Buybacks at Higher Prices | |
| JPMorgan Stock Rises After Dow Jones Banking Giant Hikes Net Interest Income Forecast | |
| JPMorgan raises 2024 interest income forecast to $91 billion | |
| Factbox-JPMorgan leaders shaping its strategy as succession comes into focus | |
Sunday, 19 May 2024
|
|
| JPMorgan Reshuffled Its Top Ranks This Year. Investors Will Hear From Jamie Dimon’s Possible Successors. | |
Friday, 17 May 2024
|
|
| Goldman Sachs looks to expand private equity credit lines as dealmaking picks up | |
Thursday, 16 May 2024
|
|
| JPMorgan Chase to Present at the Morgan Stanley U.S. Financials and Payments Conference | |
| JPMorgan investors weigh CEO Dimon's strategy, succession after record year | |
Wednesday, 15 May 2024
|
|
| Peloton Taps JPMorgan for $850 Million Loan Sale to Tackle Debt | |
| Mid-Q2 2024 Investor Conference and Events Highlights Update | |
| JPMorgan CEO Dimon favors full engagement with China, Sky News reports | |
| Insider |
Trans.
Transaction
|
Total value |
|---|---|---|
| Ashley Bacon Chief Risk Officer | Sale 10 Jun 2024 | $1,014,860 |
| Lori A Beer Chief Information Officer | Sale 20 May 2024 | $1,062,991 |
| Stacey Friedman General Counsel | Sale 20 May 2024 | $885,870 |
| Marianne Lake CEO CCB | Sale 14 May 2024 | $2,347,035 |
| Robin Leopold Head of Human Resources | Sale 10 May 2024 | $596,580 |
| Ashley Bacon Chief Risk Officer | Sale 8 May 2024 | $984,853 |
| Mary E. Erdoes CEO Asset and Wealth Management | Sale 8 May 2024 | $3,078,226 |
| Jennifer Piepszak Co-CEO CIB | Sale 8 May 2024 | $1,710,211 |
| Elena A Korablina Corporate Controller | Sale 6 May 2024 | $4,167,374 |
| James Dimon Chairman and CEO | Sale 15 Apr 2024 | $32,824,928 |
| Daniel E Pinto President and COO | Option 25 Mar 2024 | $19,911,773 |
Powered by
Robintrack.
Price target
Current $197.00
Average $118.35
Low $80
High $144
Dividends
| Ex-dividend date | 5 Jul 2024 | Frequency | Quarterly | Annual dividend | +1.25% |
|---|---|---|---|---|---|
| Next dividend | 31 Jul 2024 | Dividend yield | 2.18% | Growth period | 5 years |
| Last dividend date | Yield 3 years | 2.51% | Growth 3 years | +4.00% | |
| Last dividend | Yield 5 years | 2.54% | Growth 5 years | +10.31% |
| Insider | Age | Since | Compensation |
|---|---|---|---|
| James Dimon (64) Chairman of the Board and Chief Executive Officer since 2018 | 64 | 2018 | $31,612,600 |
| Gordon Smith (61) Co-President and Co-Chief Operating Officer since 2018 | 61 | 2018 | $22,209,100 |
| Daniel Pinto (57) Co-President and Co-Chief Operating Officer since 2018 | 57 | 2018 | $22,035,400 |
| Mary Erdoes (52) Chief Executive Officer - Asset and Wealth Management since 2009 | 52 | 2009 | $20,754,300 |
| Marianne Lake (50) Chief Executive Officer - Consumer Lending since 2019 | 50 | 2019 | $15,198,200 |
| Gordon A. Smith (63) Sr. Advisor | 63 | $9,454,000 | |
| Mary Callahan Erdoes (54) Chief Exec. Officer of Asset and Wealth Management | 54 | $8,855,000 | |
| Daniel Eduardo Pinto (58) Pres and COO | 58 | $8,286,408 | |
| Jennifer Piepszak (51) Chief Financial Officer since 2019 | 51 | 2019 | $7,746,530 |
| James Dimon (65) Chairman and CEO | 65 | $6,642,709 | |
| Jennifer A. Piepszak (50) Co-Head of Consumer and Community Banking | 50 | $5,255,000 | |
| Lee Raymond (80) Lead Independent Director since 2011 | 80 | 2011 | $447,500 |
| Linda Bammann (64) Independent Director since 2013 | 64 | 2013 | $405,000 |
| Stephen Burke (61) Independent Director since 2004 | 61 | 2004 | $404,506 |
| Timothy Flynn (63) Independent Director since 2012 | 63 | 2012 | $402,500 |
| Mellody Hobson (51) Independent Director since 2018 | 51 | 2018 | $400,000 |
| Michael Neal (67) Independent Director since 2014 | 67 | 2014 | $380,000 |
| James Crown (66) Independent Director since 2004 | 66 | 2004 | $380,000 |
| Todd Combs (49) Independent Director since 2016 | 49 | 2016 | $370,810 |
| Virginia Rometty | 2020 | ||
| Robin Leopold (55) Head - Human Resources since 2018 | 55 | 2018 | |
| Stacey Friedman (51) General Counsel since 2016 | 51 | 2016 | |
| Ashley Bacon (50) Chief Risk Officer since 2013 | 50 | 2013 | |
| Lori Beer (52) Chief Information Officer since 2017 | 52 | 2017 | |
| Peter Scher (58) Chairman of the Mid-Atlantic Region and Head of Corporate Responsibility since 2017 | 58 | 2017 | |
| Douglas Petno (54) Chief Executive Officer - Commercial Banking since 2012 | 54 | 2012 | |
| Stacey Friedman (52) Exec. VP and Gen. Counsel | 52 | ||
| Mikael Grubb | |||
| Lori Ann Beer (53) Global Chief Information Officer | 53 | ||
| Elena A. Korablina (47) Corp. Controller and Principal Accounting Officer | 47 | ||
| Jeremy Barnum (48) Chief Financial Officer | 48 | ||
| Reginald Chambers J.D. | |||
| John Horner |
JPMorgan Chase & Co. is an American multinational financial services firm headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States and the worlds largest bank by market capitalization.
- Finance > Diversified Banks
- JPMorgan Chase & Co., 383 Madison Avenue, New York 10179, United States
- 212 270 6000
- Investor relations
Dividends
| Ex-dividend date | 5 Jul 2024 | Frequency | Quarterly | Annual dividend | +1.25% |
|---|---|---|---|---|---|
| Next dividend | 31 Jul 2024 | Dividend yield | 2.18% | Growth period | 5 years |
| Last dividend date | Yield 3 years | 2.51% | Growth 3 years | +4.00% | |
| Last dividend | Yield 5 years | 2.54% | Growth 5 years | +10.31% |
Quarterly EPS estimates
Profit margin
Debt to assets
Cash flow
Balance sheet
XSLX
| (in millions USD) | 31 Mar 2024 | 31 Dec 2023 | |||
|---|---|---|---|---|---|
| Current assets | |||||
| Cash | $562,116 | $624,151 | |||
| Short term investments | |||||
| Net receivables | $129,823 | $107,363 | |||
| Inventory | |||||
| Total current assets | |||||
| Long term investments | |||||
| Property, plant & equipment | $30,279 | $30,157 | |||
| Goodwill & intangible assets | $64,374 | $64,381 | |||
| Total noncurrent assets | |||||
| Total investments | $3,141,248 | $2,890,033 | |||
| Total assets | $4,090,727 | $3,875,393 | |||
| Current liabilities | |||||
| Accounts payable | $301,469 | $290,307 | |||
| Deferred revenue | |||||
| Short long term debt | |||||
| Total current liabilities | |||||
| Long term debt | |||||
| Total noncurrent liabilities | |||||
| Total debt | $767,810 | $653,072 | |||
| Total liabilities | $3,754,090 | $3,547,515 | |||
| Stockholders' equity | |||||
| Retained earnings | $342,414 | $332,901 | |||
| Other stockholder equity | -$11,639 | -$10,443 | |||
| Total stockholder equity | $336,637 | $327,878 | |||
| (in millions USD) | 2023 | 2022 | ||
|---|---|---|---|---|
| Current assets | ||||
| Cash | $624,151 | $567,234 | ||
| Short term investments | ||||
| Net receivables | $107,363 | $125,189 | ||
| Inventory | ||||
| Total current assets | ||||
| Long term investments | ||||
| Property, plant & equipment | $30,157 | $27,734 | ||
| Goodwill & intangible assets | $64,381 | $60,859 | ||
| Total noncurrent assets | ||||
| Total investments | $2,890,033 | $2,701,843 | ||
| Total assets | $3,875,393 | $3,665,743 | ||
| Current liabilities | ||||
| Accounts payable | $290,307 | $300,141 | ||
| Deferred revenue | ||||
| Short long term debt | ||||
| Total current liabilities | ||||
| Long term debt | ||||
| Total noncurrent liabilities | ||||
| Total debt | $653,072 | $542,505 | ||
| Total liabilities | $3,547,515 | $3,373,411 | ||
| Stockholders' equity | ||||
| Retained earnings | $332,901 | $296,456 | ||
| Other stockholder equity | -$10,443 | -$17,341 | ||
| Total stockholder equity | $327,878 | $292,332 | ||
Income statement
| (in millions USD) | 31 Mar 2024 | 31 Dec 2023 | |||
|---|---|---|---|---|---|
| Revenue | |||||
| Total revenue | $41,934 | $38,574 | |||
| Cost of revenue | |||||
| Gross profit | $41,934 | $38,574 | |||
| Operating activities | |||||
| Research & development | |||||
| Selling, general & administrative | $20,458 | $19,368 | |||
| Total operating expenses | $22,757 | $24,486 | |||
| Operating income | $19,177 | $14,088 | |||
| Income from continuing operations | |||||
| EBIT | $16,816 | $10,890 | |||
| Income tax expense | $3,874 | $2,019 | |||
| Interest expense | |||||
| Net income | |||||
| Net income | $12,942 | $8,871 | |||
| Income (for common shares) | $12,942 | $8,871 | |||
| (in millions USD) | 2023 | 2022 | ||
|---|---|---|---|---|
| Revenue | ||||
| Total revenue | $158,104 | $128,695 | ||
| Cost of revenue | ||||
| Gross profit | $158,104 | $128,695 | ||
| Operating activities | ||||
| Research & development | ||||
| Selling, general & administrative | $75,127 | $69,775 | ||
| Total operating expenses | $87,172 | $76,140 | ||
| Operating income | $70,932 | $52,555 | ||
| Income from continuing operations | ||||
| EBIT | $59,820 | $44,382 | ||
| Income tax expense | $12,060 | $8,490 | ||
| Interest expense | ||||
| Net income | ||||
| Net income | $47,760 | $35,892 | ||
| Income (for common shares) | $47,760 | $35,892 | ||
Cash flows
| (in millions USD) | 31 Mar 2024 | 31 Dec 2023 | |||
|---|---|---|---|---|---|
| Net income | $12,942 | $8,871 | |||
| Operating activities | |||||
| Depreciation | $2,004 | $3,337 | |||
| Business acquisitions & disposals | |||||
| Stock-based compensation | |||||
| Total cash flows from operations | -$154,158 | $60,231 | |||
| Investing activities | |||||
| Capital expenditures | |||||
| Investments | -$42,416 | $83,939 | |||
| Total cash flows from investing | -$43,379 | $79,882 | |||
| Financing activities | |||||
| Dividends paid | -$3,493 | -$3,426 | |||
| Sale and purchase of stock | -$2,832 | -$2,275 | |||
| Net borrowings | $118,717 | -$39,009 | |||
| Total cash flows from financing | $141,168 | -$35,897 | |||
| Effect of exchange rate | -$5,666 | $8,566 | |||
| Change in cash and equivalents | -$62,035 | $112,782 | |||
| (in millions USD) | 2023 | 2022 | ||
|---|---|---|---|---|
| Net income | $47,760 | $35,892 | ||
| Operating activities | ||||
| Depreciation | $7,512 | $7,051 | ||
| Business acquisitions & disposals | -$9,920 | |||
| Stock-based compensation | ||||
| Total cash flows from operations | $12,974 | $107,119 | ||
| Investing activities | ||||
| Capital expenditures | ||||
| Investments | $94,303 | -$125,887 | ||
| Total cash flows from investing | $67,643 | -$137,819 | ||
| Financing activities | ||||
| Dividends paid | -$13,463 | -$13,562 | ||
| Sale and purchase of stock | -$9,824 | -$3,162 | ||
| Net borrowings | $22,404 | $32,357 | ||
| Total cash flows from financing | -$25,571 | -$126,257 | ||
| Effect of exchange rate | $1,871 | -$16,643 | ||
| Change in cash and equivalents | $56,917 | -$173,600 | ||
Recent institutional transactions
| Quarter | Shareholder | Change |
Shares owned
Shares
|
Value (in thousands USD) |
|---|---|---|---|---|
| 2024 Q1 | Whalerock Point Partners |
-99.90%
|
49,220 | $9,858,819 |
| 2024 Q1 | Fmr |
+13.43%
|
55,364,821 | $11,089,573,773 |
| 2024 Q1 | Blackrock |
+2.28%
|
196,122,719 | $39,283,380,689 |
| 2024 Q1 | Royal Bank Of Canada |
+12.69%
|
26,135,488 | $5,234,939,000 |
| 2024 Q1 | Franklin Resources Inc |
+16.03%
|
14,649,979 | $2,934,390,791 |
| 2024 Q1 | Envestnet Asset Management Inc |
+39.49%
|
7,129,128 | $1,427,964,315 |
| 2024 Q1 | Voya Investment Management |
-43.95%
|
2,547,666 | $510,297,500 |
| 2024 Q1 | Morgan Stanley |
+2.91%
|
66,729,367 | $13,365,892,773 |
| 2024 Q1 | Menora Mivtachim Holdings Ltd |
Opened
|
1,673,669 | $335,235,901 |
| 2024 Q1 | Ubs Ag |
+9.37%
|
17,595,944 | $3,524,467,584 |
Institutional shareholders
| Shareholder | Stake |
Shares owned
Shares
|
Value (in thousands USD) |
|---|---|---|---|
| Blackrock | 6.83% | 196,122,719 | |
| State Street Corp | 4.38% | 125,849,413 | |
| Morgan Stanley | 2.35% | 67,564,956 | |
| Fmr | 1.93% | 55,364,822 | |
| Bank Of America Corp de/ | 1.78% | 51,021,749 | |
| Wellington Management Group LL.P. | 1.36% | 38,975,497 | |
| Price T Rowe Associates Inc md/ | 1.10% | 31,484,069 | |
| Royal Bank Of Canada | 0.91% | 26,150,046 | |
| Wells Fargo & Company/mn | 0.87% | 24,962,924 | |
| Ameriprise Financial Inc | 0.82% | 23,613,272 |
Sign up