JP Morgan Financial Statements From 2010 to 2022

JPM
 Stock
  

USD 115.82  0.56  0.48%   

JP Morgan financial statements provide useful quarterly and yearly information to potential JP Morgan Chase investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on JP Morgan financial statements helps investors assess JP Morgan's valuation, profitability, and current liquidity needs.
There are over eighty-four available fundamental measures for JP Morgan, which can be analyzed over time and compared to other ratios. Please make sure you confirm all of JP Morgan latest fundamentals over time between 2010 and 2022 to make sure the company is sustainable this quarter and beyond.
JP Morgan Net Income Per Employee is relatively stable at the moment as compared to the past year. The company's current value of Net Income Per Employee is estimated at 192,417. Average Equity is expected to hike to about 290.6 B this year, although the value of Average Assets will most likely fall to nearly 3499.5 B.
  
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Check JP Morgan financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among JP Morgan main balance sheet or income statement drivers, such as Consolidated Income of 41.2 B, Earning Before Interest and Taxes EBIT of 50.2 B or Gross Profit of 124.2 B, as well as many exotic indicators such as Calculated Tax Rate of 24.35, PPandE Turnover of 6.67 or Cash and Equivalents Turnover of 0.21. JP Morgan financial statements analysis is a perfect complement when working with JP Morgan Valuation or Volatility modules. It can also supplement various JP Morgan Technical models. Please see the analysis of JP Morgan Correlation against competitors.

JP Morgan Revenues

124.22 Billion

Share

JP Morgan Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets3519.1 B3743.6 B2708.6 B
Increasing
Slightly volatile
Cash and Equivalents610 B740.8 B379.7 B
Increasing
Slightly volatile
Investments2579.4 B2634.9 B2086.9 B
Increasing
Slightly volatile
Deposit Liabilities2175.5 B2462.3 B1539.6 B
Increasing
Slightly volatile
Property Plant and Equipment Net24.6 B27.1 B18.1 B
Increasing
Slightly volatile
Trade and Non Trade Receivables94.2 B102.6 B70.7 B
Increasing
Slightly volatile
Trade and Non Trade Payables257.1 B262.8 B209.1 B
Increasing
Slightly volatile
Goodwill and Intangible Assets60.1 B56.7 B52.8 B
Increasing
Slightly volatile
Total Liabilities3223.3 B3449.4 B2465.7 B
Increasing
Slightly volatile
Shareholders Equity295.8 B294.1 B243 B
Increasing
Slightly volatile
Accumulated Retained Earnings Deficit241 B272.3 B168.1 B
Increasing
Slightly volatile
Accumulated Other Comprehensive Income(86.2 M)(84 M)1.2 B
Decreasing
Very volatile
Total Debt511.8 B548.9 B529.2 B
Decreasing
Stable
Shareholders Equity USD295.8 B294.1 B243 B
Increasing
Slightly volatile
Cash and Equivalents USD610 B740.8 B379.7 B
Increasing
Slightly volatile
Total Debt USD511.8 B548.9 B529.2 B
Decreasing
Stable
Long Term Debt317.8 B300.6 B278.9 B
Increasing
Very volatile

JP Morgan Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Revenues124.2 B121.6 B105 B
Increasing
Slightly volatile
Selling General and Administrative Expense66.1 B65.9 B54.7 B
Increasing
Slightly volatile
Operating Expenses74.4 B71.3 B64.5 B
Increasing
Slightly volatile
Income Tax Expense10.9 B11.2 B8.8 B
Increasing
Slightly volatile
Consolidated Income41.2 B48.3 B27.7 B
Increasing
Slightly volatile
Net Income to Non Controlling Interests1.9 B1.8 B1.7 B
Increasing
Slightly volatile
Net Income39.3 B46.5 B26 B
Increasing
Slightly volatile
Net Income Common Stock39.3 B46.5 B26 B
Increasing
Slightly volatile
Weighted Average Shares3.1 BB3.5 B
Decreasing
Slightly volatile
Weighted Average Shares Diluted3.1 BB3.6 B
Decreasing
Slightly volatile
Earning Before Interest and Taxes EBIT50.2 B57.7 B34.8 B
Increasing
Slightly volatile
Revenues USD124.2 B121.6 B105 B
Increasing
Slightly volatile
Net Income Common Stock USD39.3 B46.5 B26 B
Increasing
Slightly volatile
Earning Before Interest and Taxes USD50.2 B57.7 B34.8 B
Increasing
Slightly volatile
Gross Profit124.2 B121.6 B105 B
Increasing
Slightly volatile
Operating Income49.8 B50.3 B40.5 B
Increasing
Slightly volatile

JP Morgan Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Net Cash Flow Business Acquisitions and Disposals81.7 M79.2 M89 M
Decreasing
Slightly volatile
Net Cash Flow Investment Acquisitions and Disposals(127.6 B)(118.3 B)(113.2 B)
Increasing
Very volatile
Net Cash Flow from Financing297.8 B276 B124 B
Increasing
Slightly volatile
Issuance Repayment of Debt Securities 15.6 B14.5 B(13.6 B)
Increasing
Slightly volatile
Net Cash Flow from Investing(139.6 B)(129.3 B)(116.4 B)
Decreasing
Very volatile
Net Cash Flow from Operations84.2 B78.1 B42.2 B
Decreasing
Slightly volatile
Effect of Exchange Rate Changes on Cash (11.8 B)(11.5 B)(944.3 M)
Decreasing
Stable
Net Cash Flow or Change in Cash and Cash Equivalents230.1 B213.2 B48.8 B
Increasing
Slightly volatile
Share Based Compensation2.3 B2.3 B2.5 B
Decreasing
Slightly volatile
Depreciation Amortization and Accretion7.8 B7.9 B6.4 B
Increasing
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Earnings per Basic Share12.4315.397.6205
Increasing
Slightly volatile
Earnings per Diluted Share12.3815.367.5872
Increasing
Slightly volatile
Earnings per Basic Share USD12.4315.397.6205
Increasing
Slightly volatile
Dividends per Basic Common Share3.183.72.1149
Increasing
Slightly volatile
Return on Average Equity0.140.1620.1069
Increasing
Slightly volatile
Return on Average Assets0.01240.0130.0096
Increasing
Slightly volatile
Return on Invested Capital0.01550.0160.0123
Increasing
Slightly volatile
Gross Margin0.890.90.9842
Decreasing
Slightly volatile
Profit Margin0.340.3820.2446
Increasing
Slightly volatile
EBITDA Margin0.510.540.39
Increasing
Slightly volatile
Return on Sales0.440.4750.3297
Increasing
Slightly volatile
Asset Turnover0.03390.0330.0392
Decreasing
Slightly volatile
Payout Ratio0.290.240.2761
Increasing
Slightly volatile
Enterprise Value over EBITDA7.484.7511.9216
Decreasing
Slightly volatile
Enterprise Value over EBIT5.135.013.7794
Decreasing
Slightly volatile
Price to Earnings Ratio12.310.28911.579
Increasing
Slightly volatile
Sales per Share38.4640.26130.1296
Increasing
Slightly volatile
Price to Sales Ratio3.733.9332.8218
Increasing
Slightly volatile
Price to Book Value1.531.5911.1798
Increasing
Slightly volatile
Debt to Equity Ratio10.3811.72810.1329
Decreasing
Stable
Dividend Yield0.02590.0230.0241
Increasing
Very volatile
Free Cash Flow per Share27.8925.84311.5598
Decreasing
Stable
Book Value per Share91.7897.34569.9342
Increasing
Slightly volatile
Tangible Assets Book Value per Share1.1 K1.2 K767
Increasing
Slightly volatile
Total Assets Per Share1.4 K1.3 K816
Increasing
Slightly volatile
Cash Flow Per Share28.6226.52189.9902
Decreasing
Very volatile
Calculated Tax Rate24.3518.850924.8882
Decreasing
Slightly volatile
PPandE Turnover6.674.69567.2054
Decreasing
Slightly volatile
Cash and Equivalents Turnover0.210.20060.5026
Decreasing
Slightly volatile
Revenue to Assets0.04390.0340.0448
Decreasing
Slightly volatile

JP Morgan Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Earnings before Tax50.2 B57.7 B34.8 B
Increasing
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization EBITDA58.1 B65.7 B41.1 B
Increasing
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization USD58.1 B65.7 B41.1 B
Increasing
Slightly volatile
Market Capitalization419.3 B468 B294.8 B
Increasing
Slightly volatile
Enterprise Value356.2 B311.9 B454.4 B
Decreasing
Stable
Invested Capital3444.5 B3495 B2811.8 B
Increasing
Slightly volatile
Average Equity290.6 B287.8 B239.7 B
Increasing
Slightly volatile
Average Assets3499.5 B3718.7 B2696.3 B
Increasing
Slightly volatile
Invested Capital Average3469.2 B3530.9 B2824 B
Increasing
Slightly volatile
Tangible Asset Value3459 B3686.9 B2655.8 B
Increasing
Slightly volatile
Free Cash Flow84.2 B78.1 B42.2 B
Decreasing
Slightly volatile
Revenue Per Employee442.3 K469.3 K462.1 K
Increasing
Slightly volatile
Net Income Per Employee192.4 K178.3 K111.5 K
Increasing
Slightly volatile

JP Morgan Fundamental Market Drivers

Forward Price Earnings9.34
Short Percent Of Float0.66%
Average Daily Volume Last 10 Day15.16M
Shares Short Prior Month15.83M
Average Daily Volume In Three Month14.19M
Date Short Interest29th of April 2022
Fifty Day Average123.41
Two Hundred Day Average147.40

JP Morgan Upcoming Events

Upcoming Quarterly Report13th of April 2022
Next Financial Report12th of July 2022
Next Fiscal Quarter End31st of March 2022
Next Fiscal Year End13th of January 2023
Last Quarter Report31st of December 2021
Last Financial Announcement31st of March 2021

About JP Morgan Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include JP Morgan income statement, its balance sheet, and the statement of cash flows. JP Morgan investors use historical funamental indicators, such as JP Morgan's revenue or net income, to determine how well the company is positioned to perform in the future. Although JP Morgan investors may use each financial statement separately, they are all related. The changes in JP Morgan's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on JP Morgan's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on JP Morgan Financial Statements. Understanding these patterns can help to make the right decision on long term investment in JP Morgan. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Revenues121.6 B124.2 B
Revenue to Assets 0.033979  0.0439 
Revenue Per Employee469.3 K442.3 K
JPMorgan Chase Co. operates as a financial services company worldwide. JPMorgan Chase Co. was founded in 1799 and is headquartered in New York, New York. JP Morgan operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 273948 people.

JP Morgan Investors Sentiment

The influence of JP Morgan's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in JP Morgan. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

JP Morgan Implied Volatility

    
  36.54  
JP Morgan's implied volatility exposes the market's sentiment of JP Morgan Chase stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JP Morgan's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that JP Morgan stock will not fluctuate a lot when JP Morgan's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards JP Morgan in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, JP Morgan's short interest history, or implied volatility extrapolated from JP Morgan options trading.

Current Sentiment - JPM

JP Morgan Chase Investor Sentiment

Predominant part of Macroaxis users are currently bullish on JP Morgan Chase. What is your judgment towards investing in JP Morgan Chase? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish

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Please see the analysis of JP Morgan Correlation against competitors. Note that the JP Morgan Chase information on this page should be used as a complementary analysis to other JP Morgan's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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When running JP Morgan Chase price analysis, check to measure JP Morgan's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JP Morgan is operating at the current time. Most of JP Morgan's value examination focuses on studying past and present price action to predict the probability of JP Morgan's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JP Morgan's price. Additionally, you may evaluate how the addition of JP Morgan to your portfolios can decrease your overall portfolio volatility.
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Is JP Morgan's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JP Morgan. If investors know JP Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JP Morgan listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
-0.42
Market Capitalization
341.8 B
Quarterly Revenue Growth YOY
-0.2
Return On Assets
0.0111
Return On Equity
0.15
The market value of JP Morgan Chase is measured differently than its book value, which is the value of JP Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of JP Morgan's value that differs from its market value or its book value, called intrinsic value, which is JP Morgan's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JP Morgan's market value can be influenced by many factors that don't directly affect JP Morgan's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JP Morgan's value and its price as these two are different measures arrived at by different means. Investors typically determine JP Morgan value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JP Morgan's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.