JP Morgan Fundamentals

JPM
 Stock
  

USD 122.13  1.99  1.66%   

JP Morgan Chase fundamentals help investors to digest information that contributes to JP Morgan's financial success or failures. It also enables traders to predict the movement of JP Morgan Stock. The fundamental analysis module provides a way to measure JP Morgan's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to JP Morgan stock.
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JP Morgan Selling General and Administrative Expense is relatively stable at the moment as compared to the past year. The company's current value of Selling General and Administrative Expense is estimated at 66.07 Billion. Weighted Average Shares is expected to hike to about 3.1 B this year, although the value of Earning Before Interest and Taxes EBIT will most likely fall to nearly 50.2 B.

JP Morgan Number of Employees Analysis

JP Morgan's Number of Employees shows the total number of permanent full time and part time employees working for a given company and processed through its payroll.
Number of Employees 
 = 
Full Time 
+  
Part Time 
More About Number of Employees | All Equity Analysis

Current JP Morgan Number of Employees

    
  278.49 K  
Most of JP Morgan's fundamental indicators, such as Number of Employees, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, JP Morgan Chase is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Employee typically refers to an individual working under a contract of employment, whether oral or written, express or implied, and has recognized his or her rights and duties. Most officers of corporations are included as employees and contractors are generally excluded.
Compare to competition

Based on the recorded statements, JP Morgan Chase is currently employing 278.49 K people. This is much higher than that of the Financial Services sector and significantly higher than that of the Banks—Diversified industry. The number of employees for all United States stocks is much lower than that of the firm.

JP Morgan Chase Fundamental Drivers 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 return on asset category among related companies. It is currently regarded as number one stock in profit margin category among related companies fabricating about  31.12  of Profit Margin per Return On Asset. JP Morgan Profit Margin is relatively stable at the moment as compared to the past year. The company's current value of Profit Margin is estimated at 0.34. 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 Short Ratio Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses JP Morgan's direct or indirect competition against its Short Ratio to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of JP Morgan could also be used in its relative valuation, which is a method of valuing JP Morgan by comparing valuation metrics of similar companies.
JP Morgan is currently under evaluation in short ratio category among related companies.

JP Morgan Current Valuation Drivers

We derive many important indicators used in calculating different scores of JP Morgan from analyzing JP Morgan's financial statements. These drivers represent accounts that assess JP Morgan's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of JP Morgan's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee96.78 K126.8 K141.76 K113.77 K178.34 K192.42 K
Revenue Per Employee451.01 K513.12 K554.21 K505.77 K469.34 K442.26 K
Average Assets2,551.53 B2,609.39 B2,729.15 B3,245.84 B3,718.68 B3,499.45 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA40.2 B46.79 B51.45 B42.71 B65.66 B58.05 B
Earnings Before Interest Taxes and Depreciation Amortization USD40.2 B46.79 B51.45 B42.71 B65.66 B58.05 B
Earnings before Tax34.03 B39 B43.08 B34.09 B57.73 B50.21 B
Average Equity257.11 B257.28 B262.18 B269.05 B287.82 B290.61 B
Enterprise Value425.19 B421.9 B773.76 B457.42 B311.88 B356.23 B
Free Cash Flow(10.83 B)15.61 B4.09 B(79.91 B)78.08 B84.25 B
Invested Capital2,542.7 B2,823.02 B2,886.5 B3,345.82 B3,494.98 B3,444.48 B
Invested Capital Average2,559.81 B2,695.02 B2,964.1 B3,295.82 B3,530.87 B3,469.23 B
Market Capitalization371.05 B324.63 B437.23 B387.34 B467.97 B419.31 B
Tangible Asset Value2,479.21 B2,568.18 B2,634.04 B3,331.33 B3,686.88 B3,459 B

JP Morgan ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, JP Morgan's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to JP Morgan's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

JP Morgan Institutional Holders

Institutional Holdings refers to the ownership stake in JP Morgan that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of JP Morgan's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing JP Morgan's value.
Security TypeSharesValue
Vanguard Group IncCommon Shares269.6 M30.4 B
Blackrock IncCommon Shares197.6 M22.2 B
Bank Of America CorpCommon Shares56.6 M6.4 B
Geode Capital Management LlcCommon Shares49.2 M5.5 B
Fmr LlcCommon Shares38 M4.3 B
Northern Trust CorpCommon Shares34.8 M3.9 B
Massachusetts Financial Services CoCommon Shares32.9 M3.7 B

JP Morgan Fundamentals

About JP Morgan Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze JP Morgan Chase's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JP Morgan using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JP Morgan Chase based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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 278494 people.

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Our tools can tell you how much better you can do entering a position in JP Morgan without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Please see JP Morgan Piotroski F Score and JP Morgan Altman Z Score 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 Transaction History module to view history of all your transactions and understand their impact on performance.

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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
-0.27
Market Capitalization
358.2 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.