JP Morgan Stock Financials

JPM
 Stock
  

USD 116.33  0.57  0.49%   

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.
  
With this module, you can analyze JP Morgan financials for your investing period. You should be able to track the changes in JP Morgan individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.

JP Morgan Most Recent Estimates

Quarterly Earnings Growth YOY
-0.27
EPS Estimate Next Quarter
2.96
Diluted Eps
12.47
EPS Estimate Current Year
11.2
EPS Estimate Next Year
12.57
EPS Estimate Current Quarter
2.91
Earnings Share
12.47

Revenues

124.22 Billion

Understanding current and past JP Morgan Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of JP Morgan's financial statements are interrelated, with each one affecting the others. For example, an increase in JP Morgan's assets may result in an increase in income on the income statement.
The fundamental analysis of JP Morgan is a critical element in measuring its lifeblood. The essential information of the day-to-day investment outlook for JP Morgan includes many different criteria found on its balance sheet. For example, investors should never minimize JP Morgan's ability to pay suppliers or employees on time, making sure interest payments are not accumulating or correctly timing where and how to re-invest extra cash. Any individual investor needs to monitor JP Morgan's cash flow, debt, and profitability to effectively and accurately make more informed decisions on whether to invest in JP Morgan.

JP Morgan Chase Cash

Chance Of Financial Distress
Less than 48
JP Morgan Chase has less than 48 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for JP Morgan stock is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in JP Morgan's official financial statements usually reflect JP Morgan's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of JP Morgan Chase. For example, before you start analyzing numbers published by JP Morgan accountants, it's critical to develop an understanding of what JP Morgan's liquidity, profitability, and earnings quality are in the context of the Financial Services space in which it operates.
Please note, the presentation of JP Morgan's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, JP Morgan's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in JP Morgan's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of JP Morgan Chase. Please utilize our Beneish M Score to check the likelihood of JP Morgan's management to manipulate its earnings.

JP Morgan Company Summary

JP Morgan competes with Starbucks Corp, Johnson Johnson, Verizon Communications, and Microsoft Corp. 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.
Specialization
Financial Services, Banks - Diversified
InstrumentUSA Stock View All
ExchangeNew York Stock Exchange
CIK Number0000019617
ISINUS46625H1005
CUSIP16161A108
RegionNorth America
LocationNew York; U.S.A
Business Address383 Madison Avenue,
SectorFinancial Services
IndustryBanks—Diversified
BenchmarkDOW
Websitewww.jpmorganchase.com
Phone212 270 6000
Related EntityJPM-PB
CurrencyUSD - US Dollar
You should never invest in JP Morgan without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of JP Morgan Stock, because this is throwing your money away. Analyzing the key information contained in JP Morgan's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

JP Morgan Key Financial Ratios

Generally speaking, JP Morgan's financial ratios allow both analysts and investors to convert raw data from JP Morgan's financial statements into concise, actionable information that can be used to evaluate the performance of JP Morgan over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that JP Morgan Chase reports annually and quarterly.

JP Morgan Key Balance Sheet Accounts

201720182019202020212022 (projected)
Long Term Debt249.54 B257.82 B280.7 B285.14 B300.64 B317.82 B
Total Assets2,533.6 B2,622.53 B2,687.38 B3,384.76 B3,743.57 B3,519.11 B
Cash and Equivalents431.3 B278.79 B263.63 B527.61 B740.83 B609.96 B
Total Debt494.8 B533.63 B516.09 B542.1 B548.94 B511.84 B
Deposit Liabilities1,443.98 B1,470.67 B1,562.43 B2,144.26 B2,462.3 B2,175.48 B
Shareholders Equity255.69 B256.51 B261.33 B279.35 B294.13 B295.82 B
Investments1,852.43 B2,080.23 B2,271.73 B2,686.11 B2,634.9 B2,579.42 B
Total Liabilities2,277.91 B2,366.02 B2,426.05 B3,105.4 B3,449.44 B3,223.29 B

JP Morgan Key Income Statement Accounts

An income statement is very similar to a cash flow statement, but instead of showing net revenue minus expenses, it only includes earnings before interest and taxes (EBIT). This number does not have all of the same line items that are on a cash flow statement, but it leaves out non-cash expenses like depreciation and amortization. For example, if you bought $100 worth of goods from Walmart (WMT) using your debit card that has an interest rate of 20%, then paid off the balance at the end of the month with a credit card that charges 30% interest, you would have an income statement showing EBIT of $80 because your expenses are lower than the amount that went into your pocket. The other reason investors look at the income statement is to determine what JP Morgan's earnings per share (EPS) will be in order to see if they want to buy more shares or not. For example, if a company earned $20 million in the last quarter and has 100,000 shares outstanding, its EPS is 20 cents. If you find that this number beats analysts' forecasts or is higher than it was from the same period last year, then you might want to buy more of this stock even though its price per share may not have changed.
201720182019202020212022 (projected)
Consolidated Income24.44 B32.47 B36.43 B29.13 B48.33 B41.22 B
Gross Profit100.7 B108.78 B115.72 B119.95 B121.65 B124.22 B
Net Income22.57 B30.71 B34.64 B27.41 B46.5 B39.29 B
Operating Expenses59.52 B63.15 B65.27 B66.66 B71.34 B74.44 B
Operating Income41.19 B45.63 B50.45 B53.3 B50.31 B49.78 B
Revenues100.7 B108.78 B115.72 B119.95 B121.65 B124.22 B
Income Tax Expense11.46 B8.29 B8.44 B6.68 B11.23 B10.93 B

JP Morgan Key Cash Accounts

Cash flow analysis captures how much money flows into and out of JP Morgan Chase. It measures of how well JP Morgan is doing because it can show the actual money that comes into and out of the company from sales instead of measuring expenses against revenue to determine earnings. You have to read the cash flow statement in three sections. The first section shows how much money JP Morgan brought in, usually known as net revenue or sales. This is different from earnings because it does not include expenses when determining net revenue for use on this part of the cash flow statement. Next, are operating activities, which show how much money JP Morgan had leftover after paying for its expenses. This number can be calculated in two ways: by subtracting the total of all operating expenses from net revenue or by adding up changes to cash and other assets or liabilities on this part of the statement. The third section is about investing activities, which shows what JP Morgan has done with the money that it received from the sale of assets or what it spent to acquire new ones. This section can be broken down into two parts: investing in existing businesses (in other words, buying more stock) and investing in non-business activities like paying off debt or making acquisitions.
201720182019202020212022 (projected)
Depreciation Amortization and Accretion6.18 B7.79 B8.37 B8.61 B7.93 B7.84 B
Net Cash Flow or Change in Cash and Cash Equivalents40.15 B(152.51 B)(15.16 B)263.98 B213.22 B230.06 B
Issuance Purchase of Equity Shares(15.41 B)(19.98 B)(24 B)(6.52 B)(18.41 B)(18.89 B)
Issuance Repayment of Debt Securities(17.01 B)37.24 B(35.74 B)9.6 B14.45 B15.59 B
Payment of Dividends and Other Cash Distributions(8.99 B)(10.11 B)(12.34 B)(12.69 B)(12.86 B)(13.87 B)
Net Cash Flow from Financing14.64 B34.16 B32.99 B596.64 B275.99 B297.78 B
Net Cash Flow from Investing28.25 B(199.42 B)(52.06 B)(261.91 B)(129.34 B)(139.56 B)
Net Cash Flow Investment Acquisitions and Disposals28.81 B(194.43 B)(47.02 B)(254.57 B)(118.3 B)(127.64 B)
Net Cash Flow from Operations(10.83 B)15.61 B4.09 B(79.91 B)78.08 B84.25 B
Effect of Exchange Rate Changes on Cash8.09 B(2.86 B)(182 M)9.15 B(11.51 B)(11.81 B)

JP Morgan Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining JP Morgan's current stock value. Our valuation model uses many indicators to compare JP Morgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across JP Morgan competition to find correlations between indicators driving JP Morgan's intrinsic value. More Info.
JP Morgan Chase is currently regarded as number one stock in shares owned by institutions category among related companies. It is currently regarded as number one stock in cash per share category among related companies fabricating about  7.44  of Cash per Share per Shares Owned by Institutions. Free Cash Flow is expected to hike to about 84.2 B this year. Comparative valuation analysis is a catch-all model that can be used if you cannot value JP Morgan by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for JP Morgan's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the JP Morgan's earnings, one of the primary drivers of an investment's value.

JP Morgan Chase Systematic Risk

JP Morgan's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. JP Morgan volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-five with a total number of output elements of thirty-six. The Beta measures systematic risk based on how returns on JP Morgan Chase correlated with the market. If Beta is less than 0 JP Morgan generally moves in the opposite direction as compared to the market. If JP Morgan Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one JP Morgan Chase is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of JP Morgan is generally in the same direction as the market. If Beta > 1 JP Morgan moves generally in the same direction as, but more than the movement of the benchmark.
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About JP Morgan Financials

What exactly are JP Morgan Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include JP Morgan's income statement, its balance sheet, and the statement of cash flows. Potential JP Morgan investors and stakeholders use financial statements 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. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as JP Morgan is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of JP Morgan grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.

JP Morgan Thematic Clasifications

JP Morgan Chase is part of several thematic ideas from Top FinTech to Baby Boomer Prospects. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic Ideas
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JP Morgan August 8, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of JP Morgan help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of JP Morgan Chase. We use our internally-developed statistical techniques to arrive at the intrinsic value of JP Morgan Chase based on widely used predictive technical indicators. In general, we focus on analyzing JP Morgan Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build JP Morgan's daily price indicators and compare them against related drivers.
Information Ratio(0.028822)
Maximum Drawdown10.79
Value At Risk(2.51)
Potential Upside3.31
Please see Risk vs Return Analysis. 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 Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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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
-0.27
Market Capitalization
339.5 B
Quarterly Revenue Growth YOY
-0.096
Return On Assets
0.0104
Return On Equity
0.14
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.