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JPMorgan Chase & Co. (JPM) Financials

JPMorgan Chase & Co. logo
$265.55 +0.67 (+0.25%)
As of 05/20/2025 03:58 PM Eastern
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Annual Income Statements for JPMorgan Chase & Co.

Annual Income Statements for JPMorgan Chase & Co.

This table shows JPMorgan Chase & Co.'s income and expenses over time, based on annual financial data. All values are USD millions unless otherwise specified.

Metric 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Period end date 12/31/2024 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016 12/31/2015
Net Income / (Loss) Attributable to Common Shareholders		 58,471 49,552 37,676 48,334 29,131 36,431 30,709 22,567 24,733 24,442
Consolidated Net Income / (Loss)		 58,471 49,552 37,676 48,334 29,131 36,431 32,474 24,441 24,733 24,442
Net Income / (Loss) Continuing Operations		 58,471 49,552 37,676 48,334 29,131 36,431 32,474 24,441 24,733 24,442
Total Pre-Tax Income 		75,081 61,612 46,166 59,562 35,815 44,866 40,764 35,900 34,536 30,702
Total Revenue		 177,556 158,104 128,695 121,649 119,951 115,720 108,783 100,705 96,569 93,543
Net Interest Income / (Expense)		 92,583 89,267 66,710 52,311 54,563 57,245 55,059 50,097 46,083 43,510
Total Interest Income		 193,933 170,588 92,807 57,864 64,523 84,040 76,100 63,971 55,901 50,973
Investment Securities Interest Income		 193,933 170,588 92,807 57,864 64,523 84,040 76,100 63,971 55,901 50,973
Total Interest Expense		 101,350 81,321 26,097 5,553 9,960 26,795 21,041 13,874 9,818 7,463
Total Non-Interest Income		 84,973 68,837 61,985 69,338 65,388 58,475 53,724 50,608 50,486 50,033
Other Service Charges		 52,297 41,038 37,767 40,163 18,902 19,790 17,717 14,012 16,843 17,163
Net Realized & Unrealized Capital Gains on Investments		 -1,021 -3,180 -2,380 -345 802 258 -395 -66 141 202
Investment Banking Income		 8,910 6,519 6,686 13,216 9,486 7,501 7,550 7,412 6,572 6,751
Other Non-Interest Income		 24,787 24,460 19,912 16,304 18,021 14,018 12,059 11,347 11,566 10,408
Provision for Credit Losses		 10,678 9,320 6,389 -9,256 17,480 5,585 4,871 5,290 5,361 3,827
Total Non-Interest Expense		 91,797 87,172 76,140 71,343 66,656 65,269 63,148 59,515 56,672 59,014
Salaries and Employee Benefits		 51,357 46,465 41,636 38,567 34,988 34,155 33,117 31,208 30,203 29,750
Net Occupancy & Equipment Expense		 14,857 13,836 14,054 14,457 14,787 14,143 12,754 11,438 10,491 9,961
Marketing Expense		 4,974 4,591 3,911 3,036 2,476 3,351 3,044 2,900 2,897 2,708
Other Operating Expenses		 20,609 22,280 16,539 15,283 14,405 13,620 14,233 13,969 13,081 16,595
Income Tax Expense		 16,610 12,060 8,490 11,228 6,684 8,435 8,290 11,459 9,803 6,260
Basic Earnings per Share		 $19.79 $16.25 $12.10 $15.39 $8.89 $10.75 $9.04 $6.35 $6.24 $6.05
Weighted Average Basic Shares Outstanding		 2.87B 2.94B 2.97B 3.02B 3.08B 3.22B 3.40B 3.55B 3.66B 3.74B
Diluted Earnings per Share		 $19.75 $16.23 $12.09 $15.36 $8.88 $10.72 $9.00 $6.31 $6.19 $6.00
Weighted Average Diluted Shares Outstanding		 2.88B 2.94B 2.97B 3.03B 3.09B 3.23B 3.41B 3.58B 3.69B 3.77B
Weighted Average Basic & Diluted Shares Outstanding		 2.80B 2.88B 2.94B 2.95B 3.05B 3.07B 3.40B 3.55B 3.66B 3.70B
Cash Dividends to Common per Share		 $4.80 $4.10 $4.00 $3.80 $3.60 $3.40 $2.72 $2.12 $1.88 $1.72

Quarterly Income Statements for JPMorgan Chase & Co.

This table shows JPMorgan Chase & Co.'s income and expenses over time, based on quarterly financial data. All values are USD millions unless otherwise specified.

Metric Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022
Period end date 3/31/2025 12/31/2024 9/30/2024 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023 12/31/2022 9/30/2022
Net Income / (Loss) Attributable to Common Shareholders		 14,643 14,005 12,898 18,149 13,419 9,307 13,151 14,472 12,622 11,008 9,737
Consolidated Net Income / (Loss)		 14,643 14,005 12,898 18,149 13,419 9,307 13,151 14,472 12,622 11,008 9,737
Net Income / (Loss) Continuing Operations		 14,643 14,005 12,898 18,149 13,419 9,307 13,151 14,472 12,622 11,008 9,737
Total Pre-Tax Income 		18,408 17,375 16,978 23,435 17,293 11,326 16,733 17,586 15,967 13,237 12,001
Total Revenue		 45,310 42,768 42,654 50,200 41,934 38,574 39,874 41,307 38,349 34,547 32,716
Net Interest Income / (Expense)		 23,273 23,350 23,405 22,746 23,082 24,051 22,726 21,779 20,711 20,192 17,518
Total Interest Income		 46,853 47,566 50,416 48,513 47,438 47,384 44,556 41,644 37,004 33,054 25,611
Investment Securities Interest Income		 46,853 47,566 50,416 48,513 47,438 47,384 44,556 41,644 37,004 33,054 25,611
Total Interest Expense		 23,580 24,216 27,011 25,767 24,356 23,333 21,830 19,865 16,293 12,862 8,093
Total Non-Interest Income		 22,037 19,418 19,249 27,454 18,852 14,523 17,148 19,528 17,638 14,355 15,198
Other Service Charges		 12,282 11,894 11,046 18,883 10,474 9,906 9,885 12,005 9,242 9,377 9,100
Net Realized & Unrealized Capital Gains on Investments		 -37 -92 -16 -547 -366 -743 -669 -900 -868 -874 -959
Investment Banking Income		 2,178 2,421 2,231 2,304 1,954 1,635 1,722 1,513 1,649 1,418 1,674
Other Non-Interest Income		 7,614 5,195 5,988 6,814 6,790 3,725 6,210 6,910 7,615 4,434 5,383
Provision for Credit Losses		 3,305 2,631 3,111 3,052 1,884 2,762 1,384 2,899 2,275 2,288 1,537
Total Non-Interest Expense		 23,597 22,762 22,565 23,713 22,757 24,486 21,757 20,822 20,107 19,022 19,178
Salaries and Employee Benefits		 14,093 12,469 12,817 12,953 13,118 11,847 11,726 11,216 11,676 10,009 10,539
Net Occupancy & Equipment Expense		 3,880 3,825 3,705 3,695 3,632 3,617 3,583 3,337 3,299 3,527 3,528
Marketing Expense		 1,304 1,335 1,258 1,221 1,160 1,298 1,126 1,122 1,045 1,093 1,017
Other Operating Expenses		 4,320 5,133 4,785 5,844 4,847 7,724 5,322 5,147 4,087 4,393 4,094
Income Tax Expense		 3,765 3,370 4,080 5,286 3,874 2,019 3,582 3,114 3,345 2,229 2,264
Basic Earnings per Share		 $5.08 $4.83 $4.38 $6.13 $4.45 $3.05 $4.33 $4.76 $4.11 $3.56 $3.13
Weighted Average Basic Shares Outstanding		 2.82B 2.87B 2.86B 2.89B 2.91B 2.94B 2.93B 2.94B 2.97B 2.97B 2.96B
Diluted Earnings per Share		 $5.07 $4.82 $4.37 $6.12 $4.44 $3.05 $4.33 $4.75 $4.10 $3.58 $3.12
Weighted Average Diluted Shares Outstanding		 2.82B 2.88B 2.87B 2.89B 2.91B 2.94B 2.93B 2.95B 2.97B 2.97B 2.97B
Weighted Average Basic & Diluted Shares Outstanding		 2.78B 2.80B 2.82B 2.85B 2.87B 2.88B 2.89B 2.91B 2.92B 2.94B 2.93B
Cash Dividends to Common per Share		 $1.40 - $1.25 $1.15 $1.15 - $1.05 $1.00 $1.00 - $1.00

Annual Cash Flow Statements for JPMorgan Chase & Co.

This table details how cash moves in and out of JPMorgan Chase & Co.'s business through operations, investing, and financing, using annual figures. All values are USD millions unless otherwise specified.

Metric 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Period end date 12/31/2024 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016 12/31/2015
Net Change in Cash & Equivalents		 -154,834 56,917 -173,600 213,225 263,978 -15,162 -152,511 40,150 29,471 -7,341
Net Cash From Operating Activities		 -42,012 12,974 107,119 78,084 -79,910 4,092 15,614 -10,827 21,884 73,466
Net Cash From Continuing Operating Activities		 -42,012 12,974 107,119 78,084 -79,910 4,092 15,614 -10,827 21,884 73,466
Net Income / (Loss) Continuing Operations		 58,471 49,552 37,676 48,334 29,131 36,431 32,474 24,441 24,733 24,442
Consolidated Net Income / (Loss)		 58,471 49,552 37,676 48,334 29,131 36,431 32,474 24,441 24,733 24,442
Provision For Loan Losses		 10,678 9,320 6,389 -9,256 17,480 5,585 4,871 5,290 5,361 3,827
Depreciation Expense		 7,938 7,512 7,051 7,932 8,614 8,368 7,791 6,179 5,478 4,940
Non-Cash Adjustments to Reconcile Net Income		 -4,879 2,758 23,317 -4,827 10,177 7,625 -5,886 10,893 3,712 -750
Changes in Operating Assets and Liabilities, net		 -114,220 -56,168 32,686 35,901 -145,312 -53,917 -23,636 -57,630 -17,400 41,007
Net Cash From Investing Activities		 -163,403 67,643 -137,819 -129,344 -261,912 -52,059 -199,420 28,249 -89,202 106,980
Net Cash From Continuing Investing Activities		 -163,403 67,643 -137,819 -129,344 -261,912 -52,059 -199,420 28,249 -89,202 106,980
Purchase of Investment Securities		 -361,929 -146,300 -171,866 -371,585 -416,886 -260,611 -109,445 -169,871 -126,927 -182,267
Sale and/or Maturity of Investments		 300,408 262,546 217,293 299,565 252,352 187,899 116,239 166,672 136,189 286,057
Net Increase in Fed Funds Sold		 -18,706 39,740 -54,278 34,473 -47,115 72,396 -123,201 31,448 -17,468 3,190
Other Investing Activities, net		 -83,176 -88,343 -128,968 -91,797 -50,263 -51,743 -83,013 - -80,996 -
Net Cash From Financing Activities		 63,447 -25,571 -126,257 275,993 596,645 32,987 34,158 14,642 98,271 -187,511
Net Cash From Continuing Financing Activities		 63,447 -25,571 -126,257 275,993 596,645 32,987 34,158 14,642 98,271 -187,511
Net Change in Deposits		 3,299 -32,196 -136,895 293,764 602,765 101,002 26,728 57,022 97,336 -88,678
Issuance of Debt		 117,354 75,417 78,442 90,182 83,124 61,085 90,138 72,811 83,070 21,783
Issuance of Preferred Equity		 2,500 0.00 0.00 7,350 4,500 5,000 1,696 1,258 0.00 5,893
Repayment of Debt		 -96,605 -66,814 -54,540 -54,932 -105,055 -98,171 -76,313 -83,079 -71,410 -67,247
Repurchase of Preferred Equity		 -9,850 0.00 -7,434 -2,575 -1,430 -4,075 -1,696 -1,258 0.00 0.00
Repurchase of Common Equity		 -18,830 -9,824 -3,162 -18,408 -6,517 -24,001 -19,983 -15,410 -9,082 -5,616
Payment of Dividends		 -14,783 -13,463 -13,562 -12,858 -12,690 -12,343 -10,109 -8,993 -8,476 -7,873
Other Financing Activities, Net		 80,362 21,309 10,894 -26,530 31,948 4,490 23,697 -7,709 6,833 -45,773
Effect of Exchange Rate Changes		 -12,866 1,871 -16,643 -11,508 9,155 -182 -2,863 8,086 -1,482 -276
Cash Interest Paid		 99,642 77,114 23,143 5,142 13,077 29,918 21,152 14,153 9,508 7,220
Cash Income Taxes Paid		 11,715 9,908 4,355 18,737 8,140 6,224 3,542 4,325 2,405 9,423

Quarterly Cash Flow Statements for JPMorgan Chase & Co.

This table details how cash moves in and out of JPMorgan Chase & Co.'s business through operations, investing, and financing, using quarterly figures. All values are USD millions unless otherwise specified.

Metric Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022
Period end date 3/31/2025 12/31/2024 9/30/2024 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023 12/31/2022 9/30/2022
Net Change in Cash & Equivalents		 -43,414 35,057 -96,559 -31,297 -62,035 112,782 16,246 -50,877 -21,234 -76,953 -25,073
Net Cash From Operating Activities		 -251,839 147,758 -74,081 38,469 -154,158 60,231 45,119 18,865 -111,241 101,222 -18,204
Net Cash From Continuing Operating Activities		 -251,839 147,758 -74,081 38,469 -154,158 60,231 45,119 18,865 -111,241 101,222 -18,204
Net Income / (Loss) Continuing Operations		 14,643 14,005 12,898 18,149 13,419 9,307 13,151 14,472 12,622 11,008 9,737
Consolidated Net Income / (Loss)		 14,643 14,005 12,898 18,149 13,419 9,307 13,151 14,472 12,622 11,008 9,737
Provision For Loan Losses		 3,305 2,631 3,111 3,052 1,884 2,762 1,384 2,899 2,275 2,288 1,537
Depreciation Expense		 2,030 1,965 1,967 2,002 2,004 3,337 2,019 507 1,649 1,671 1,771
Non-Cash Adjustments to Reconcile Net Income		 -2,294 7,866 -2,776 -8,107 -1,862 5,027 -1,103 -1,601 435 4,086 4,438
Changes in Operating Assets and Liabilities, net		 -269,523 121,291 -89,281 23,373 -169,603 39,798 29,668 2,588 -128,222 82,169 -35,687
Net Cash From Investing Activities		 -118,076 17,620 -43,405 -94,239 -43,379 79,882 -17,790 -18,243 23,794 -51,530 39,522
Net Cash From Continuing Investing Activities		 -118,076 17,620 -43,405 -94,239 -43,379 79,882 -17,790 -18,243 23,794 -51,530 39,522
Purchase of Investment Securities		 -57,320 -125,355 -86,259 -72,608 -77,707 -37,481 -30,906 -41,221 -36,692 -59,830 -13,593
Sale and/or Maturity of Investments		 89,857 77,458 69,123 66,004 87,823 71,771 64,142 62,573 64,060 54,654 61,372
Net Increase in Fed Funds Sold		 -134,479 95,696 2,160 -62,191 -54,371 73,841 -24,285 -8,499 -1,317 -13,537 20,092
Other Investing Activities, net		 -16,134 -30,179 -28,429 -25,444 876 -28,249 -26,741 -31,096 -2,257 -32,817 -28,349
Net Cash From Financing Activities		 318,059 -115,705 10,746 27,238 141,168 -35,897 -4,316 -49,915 64,557 -142,344 -32,883
Net Cash From Continuing Financing Activities		 318,059 -115,705 10,746 27,238 141,168 -35,897 -4,316 -49,915 64,557 -142,344 -32,883
Net Change in Deposits		 85,029 -18,967 29,478 -32,221 25,009 10,887 -15,301 -61,465 33,683 -92,559 -50,177
Issuance of Debt		 40,744 33,050 27,897 25,577 30,830 31,297 24,763 10,607 8,750 9,498 17,449
Issuance of Preferred Equity		 3,000 - - - 2,500 - - - 0.00 - -
Repayment of Debt		 -28,457 -29,225 -20,670 -25,457 -21,253 -18,057 -13,619 -17,091 -18,047 -12,257 -16,292
Repurchase of Preferred Equity		 -3,000 -1,600 -2,250 - - - - - - -5,434 -
Repurchase of Common Equity		 -7,528 -4,301 -6,361 -5,336 -2,832 -2,275 -2,382 -2,477 -2,690 - -
Payment of Dividends		 -3,823 -3,858 -3,655 -3,777 -3,493 -3,426 -3,386 -3,277 -3,374 -3,376 -3,412
Other Financing Activities, Net		 232,094 -90,804 -13,693 74,452 110,407 -54,323 5,609 23,788 46,235 -38,216 19,549
Effect of Exchange Rate Changes		 8,442 -14,616 10,181 -2,765 -5,666 8,566 -6,767 -1,584 1,656 15,699 -13,508
Cash Interest Paid		 23,587 24,848 26,268 25,662 22,864 21,339 20,525 19,963 15,287 12,068 6,618
Cash Income Taxes Paid		 1,651 2,845 1,260 6,025 1,585 4,367 75 4,084 1,382 4,129 -2,874

Annual Balance Sheets for JPMorgan Chase & Co.

This table presents JPMorgan Chase & Co.'s assets and liabilities at the end of each period, using annual balance sheet data. All values are USD millions unless otherwise specified.

Metric 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Period end date 12/31/2024 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016 12/31/2015
Total Assets		 4,002,814 3,875,393 3,665,743 3,743,567 3,384,757 2,687,379 2,622,532 2,533,600 2,490,972 2,351,698
Cash and Due from Banks		 23,372 29,066 27,697 26,438 24,874 21,704 22,324 25,898 23,873 20,490
Federal Funds Sold		 295,001 276,152 315,592 261,698 296,284 249,157 321,588 198,422 229,967 212,575
Interest Bearing Deposits at Other Banks		 445,945 595,085 539,537 714,396 502,735 241,927 256,469 405,406 365,762 340,015
Trading Account Securities		 1,538,650 1,312,595 1,270,330 1,311,878 1,253,760 860,144 787,537 736,914 757,598 733,387
Loans and Leases, Net of Allowance		 1,323,643 1,301,286 1,115,921 1,061,328 984,525 984,497 971,109 917,093 880,989 823,744
Loans and Leases		 1,347,988 1,323,706 1,135,647 1,077,714 1,012,853 997,620 984,554 930,697 894,765 837,299
Allowance for Loan and Lease Losses		 24,345 22,420 19,726 16,386 28,328 13,123 13,445 13,604 13,776 13,555
Accrued Investment Income		 101,223 107,363 125,189 102,570 90,503 72,861 73,200 67,729 52,330 46,605
Intangible Assets		 64,560 64,381 60,859 56,691 53,428 53,341 54,349 54,392 54,246 1,015
Other Assets		 178,197 159,308 182,884 181,498 151,539 177,935 121,022 113,587 112,076 112,180
Total Liabilities & Shareholders' Equity		 4,002,814 3,875,393 3,665,743 3,743,567 3,384,757 2,687,379 2,622,532 2,533,600 2,490,972 2,351,698
Total Liabilities		 3,658,056 3,547,515 3,373,411 3,449,440 3,105,403 2,426,049 2,366,017 2,277,907 2,236,782 2,104,125
Non-Interest Bearing Deposits		 2,406,032 2,400,688 2,340,179 2,462,303 2,144,257 1,562,431 1,470,666 1,443,982 1,375,179 1,279,715
Federal Funds Purchased and Securities Sold		 296,835 216,535 202,613 194,340 215,209 183,675 182,320 158,916 165,666 152,678
Short-Term Debt		 52,893 44,712 44,027 53,594 45,208 40,920 69,276 51,802 34,443 36,667
Other Short-Term Payables		 280,672 290,307 300,141 262,755 231,285 210,407 196,710 - 190,543 177,638
Long-Term Debt		 401,418 391,825 295,865 301,005 281,685 291,498 282,031 284,080 295,245 288,651
Other Long-Term Liabilities		 220,206 203,448 190,586 175,443 187,759 137,118 165,014 339,127 175,706 168,776
Commitments & Contingencies		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total Equity & Noncontrolling Interests		 344,758 327,878 292,332 294,127 279,354 261,330 256,515 255,693 254,190 247,573
Total Preferred & Common Equity		 344,758 327,878 292,332 294,127 279,354 261,330 256,515 255,693 254,190 247,573
Total Common Equity		 344,758 327,878 292,332 294,127 279,354 261,330 256,515 255,693 254,190 247,573
Common Stock		 95,016 94,233 93,149 92,520 92,499 92,606 93,246 94,663 95,711 96,584
Retained Earnings		 376,166 332,901 296,456 272,268 236,990 223,211 199,202 177,676 162,440 146,420
Treasury Stock		 -134,018 -116,217 -107,336 -105,415 -88,184 -83,049 -60,494 -42,595 -28,854 -21,691
Accumulated Other Comprehensive Income / (Loss)		 -12,456 -10,443 -17,341 -84 7,986 1,569 -1,507 -119 -1,175 192
Other Equity Adjustments		 20,050 27,404 27,404 34,838 30,063 26,993 26,068 26,068 26,068 26,068

Quarterly Balance Sheets for JPMorgan Chase & Co.

This table presents JPMorgan Chase & Co.'s assets and liabilities at the end of each period, using quarterly balance sheet data. All values are USD millions unless otherwise specified.

Metric Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022
Period end date 3/31/2025 12/31/2024 9/30/2024 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023 12/31/2022 9/30/2022
Total Assets		 4,357,856 4,002,814 4,210,048 4,143,003 4,090,727 3,875,393 3,898,333 3,868,240 3,744,305 3,665,743 3,773,884
Cash and Due from Banks		 22,066 23,372 22,896 27,265 22,750 29,066 24,921 26,064 25,098 27,697 24,654
Federal Funds Sold		 429,506 295,001 390,821 392,763 330,559 276,152 350,059 325,628 317,111 315,592 301,878
Interest Bearing Deposits at Other Banks		 403,837 445,945 411,364 503,554 539,366 595,085 486,448 469,059 520,902 539,537 619,533
Trading Account Securities		 1,778,352 1,538,650 1,674,425 1,522,942 1,523,424 1,312,595 1,375,652 1,412,762 1,384,884 1,270,330 1,317,949
Loans and Leases, Net of Allowance		 1,330,487 1,323,643 1,316,062 1,297,709 1,287,265 1,301,286 1,288,113 1,278,089 1,108,843 1,115,921 1,094,448
Loans and Leases		 1,355,695 1,347,988 1,340,011 1,320,700 1,309,616 1,323,706 1,310,059 1,300,069 1,128,896 1,135,647 1,112,633
Allowance for Loan and Lease Losses		 25,208 24,345 23,949 22,991 22,351 22,420 21,946 21,980 20,053 19,726 18,185
Accrued Investment Income		 117,845 101,223 122,565 135,692 129,823 107,363 127,752 111,561 115,316 125,189 143,905
Premises and Equipment, Net		 32,811 - - - - - 29,677 29,493 28,266 - 27,199
Goodwill		 64,525 - - - - - - - - - -
Other Assets		 178,427 178,197 175,935 167,971 162,887 159,308 150,801 151,346 181,795 182,884 183,512
Total Liabilities & Shareholders' Equity		 4,357,856 4,002,814 4,210,048 4,143,003 4,090,727 3,875,393 3,898,333 3,868,240 3,744,305 3,665,743 3,773,884
Total Liabilities		 4,006,436 3,658,056 3,864,212 3,802,451 3,754,090 3,547,515 3,580,962 3,555,724 3,441,223 3,373,411 3,485,866
Non-Interest Bearing Deposits		 2,495,877 2,406,032 2,430,772 2,396,530 2,428,409 2,400,688 2,379,526 2,398,962 2,377,253 2,340,179 2,408,615
Federal Funds Purchased and Securities Sold		 533,046 296,835 389,337 400,832 325,670 216,535 268,750 266,272 246,396 202,613 239,939
Short-Term Debt		 472,204 52,893 50,638 47,308 46,268 44,712 45,470 41,022 42,241 44,027 47,866
Other Long-Term Liabilities		 505,743 220,206 268,952 267,940 256,402 203,448 232,353 198,456 204,767 190,586 201,957
Commitments & Contingencies		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total Equity & Noncontrolling Interests		 351,420 344,758 345,836 340,552 336,637 327,878 317,371 312,516 303,082 292,332 288,018
Total Preferred & Common Equity		 351,420 344,758 345,836 340,552 336,637 327,878 317,371 312,516 303,082 292,332 288,018
Preferred Stock		 20,045 - - - - - - - - - -
Total Common Equity		 331,375 344,758 345,836 340,552 336,637 327,878 317,371 312,516 303,082 292,332 288,018
Common Stock		 94,328 95,016 94,743 94,433 94,008 94,233 94,004 93,683 93,260 93,149 92,970
Retained Earnings		 386,616 376,166 365,966 356,924 342,414 332,901 327,044 317,359 306,208 296,456 288,776
Treasury Stock		 -140,458 -134,018 -129,739 -123,367 -118,046 -116,217 -113,977 -111,640 -109,372 -107,336 -107,432
Accumulated Other Comprehensive Income / (Loss)		 -9,111 -12,456 -6,784 -11,338 -11,639 -10,443 -17,104 -14,290 -14,418 -17,341 -19,134

Annual Metrics And Ratios for JPMorgan Chase & Co.

This table displays calculated financial ratios and metrics derived from JPMorgan Chase & Co.'s official financial filings.

Metric 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Period end date 12/31/2024 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016 12/31/2015
Growth Metrics		 - - - - - - - - - -
Revenue Growth		 12.30% 22.85% 5.79% 1.42% 3.66% 6.38% 8.02% 4.28% 3.23% -1.65%
EBITDA Growth		 20.10% 29.89% -21.15% 51.91% -16.54% 9.64% 15.39% 5.16% 12.27% 0.52%
EBIT Growth		 21.86% 33.46% -22.49% 66.30% -20.17% 10.06% 13.55% 3.95% 12.49% 0.01%
NOPAT Growth		 18.00% 31.52% -22.05% 65.92% -20.04% 12.19% 32.87% -1.18% 1.19% 12.40%
Net Income Growth		 18.00% 31.52% -22.05% 65.92% -20.04% 12.19% 32.87% -1.18% 1.19% 12.40%
EPS Growth		 21.69% 34.24% -21.29% 72.97% -17.16% 19.11% 42.63% 1.94% 3.17% 13.42%
Operating Cash Flow Growth		 -423.82% -87.89% 37.18% 197.71% -2,052.83% -73.79% 244.21% -149.47% -70.21% 100.77%
Free Cash Flow Firm Growth		 128.82% -252.53% 825.33% -64.80% -67.07% 211.24% -3.09% 21.81% -75.55% 412.04%
Invested Capital Growth		 4.53% 20.91% -2.54% 7.01% 2.11% -2.32% 2.75% 1.32% 1.92% -5.26%
Revenue Q/Q Growth		 2.42% 2.61% 4.29% -0.06% 0.65% 2.39% 1.31% 0.18% 1.46% 0.14%
EBITDA Q/Q Growth		 5.97% -0.35% 0.60% -3.87% 10.65% 4.13% 2.17% -0.56% 3.84% 2.76%
EBIT Q/Q Growth		 8.76% -3.01% 1.27% -4.06% 13.61% 4.78% 1.46% -1.17% 3.94% 2.92%
NOPAT Q/Q Growth		 8.74% -3.32% 1.64% -3.47% 14.17% 4.16% 9.56% -9.26% 5.52% 2.10%
Net Income Q/Q Growth		 8.74% -3.32% 1.64% -3.47% 14.17% 4.16% 9.56% -9.26% 5.52% 2.10%
EPS Q/Q Growth		 9.84% -3.16% 2.03% -2.91% 16.08% 5.62% 11.39% -9.08% 6.54% 2.21%
Operating Cash Flow Q/Q Growth		 67.57% -75.96% 17.72% 322.70% -358.17% 105.32% -40.67% -162.88% 958.87% -14.62%
Free Cash Flow Firm Q/Q Growth		 187.49% -61.96% 2.98% 69.61% -61.27% 166.11% -55.97% -36.79% 62.54% 85.64%
Invested Capital Q/Q Growth		 -0.94% 5.34% 1.42% 1.54% 2.36% -2.62% 2.38% -1.56% -2.77% -2.15%
Profitability Metrics		 - - - - - - - - - -
EBITDA Margin		 46.76% 43.72% 41.35% 55.48% 37.04% 46.00% 44.63% 41.78% 41.44% 38.10%
EBIT Margin		 42.29% 38.97% 35.87% 48.96% 29.86% 38.77% 37.47% 35.65% 35.76% 32.82%
Profit (Net Income) Margin		 32.93% 31.34% 29.28% 39.73% 24.29% 31.48% 29.85% 24.27% 25.61% 26.13%
Tax Burden Percent		 77.88% 80.43% 81.61% 81.15% 81.34% 81.20% 79.66% 68.08% 71.62% 79.61%
Interest Burden Percent		 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%
Effective Tax Rate		 22.12% 19.57% 18.39% 18.85% 18.66% 18.80% 20.34% 31.92% 28.38% 20.39%
Return on Invested Capital (ROIC)		 7.48% 7.10% 5.88% 7.70% 4.86% 6.06% 5.42% 4.16% 4.28% 4.15%
ROIC Less NNEP Spread (ROIC-NNEP)		 7.48% 7.10% 5.88% 7.70% 4.86% 6.06% 5.42% 4.16% 4.28% 4.15%
Return on Net Nonoperating Assets (RNNOA)		 9.91% 8.88% 6.97% 9.15% 5.92% 8.01% 7.27% 5.43% 5.58% 6.05%
Return on Equity (ROE)		 17.39% 15.98% 12.85% 16.86% 10.78% 14.07% 12.68% 9.59% 9.86% 10.20%
Cash Return on Invested Capital (CROIC)		 3.05% -11.83% 8.46% 0.93% 2.77% 8.41% 2.71% 2.85% 2.38% 9.55%
Operating Return on Assets (OROA)		 1.91% 1.63% 1.25% 1.67% 1.18% 1.69% 1.58% 1.43% 1.43% 1.25%
Return on Assets (ROA)		 1.48% 1.31% 1.02% 1.36% 0.96% 1.37% 1.26% 0.97% 1.02% 0.99%
Return on Common Equity (ROCE)		 17.39% 15.98% 12.85% 16.86% 10.78% 14.07% 12.68% 9.59% 9.86% 10.20%
Return on Equity Simple (ROE_SIMPLE)		 16.96% 15.11% 12.89% 16.43% 10.43% 13.94% 12.66% 9.56% 9.73% 9.87%
Net Operating Profit after Tax (NOPAT)		 58,471 49,552 37,676 48,334 29,131 36,431 32,474 24,441 24,733 24,442
NOPAT Margin		 32.93% 31.34% 29.28% 39.73% 24.29% 31.48% 29.85% 24.27% 25.61% 26.13%
Net Nonoperating Expense Percent (NNEP)		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
SG&A Expenses to Revenue		 40.09% 41.04% 46.31% 46.08% 43.56% 44.63% 44.97% 45.23% 45.14% 45.35%
Operating Expenses to Revenue		 51.70% 55.14% 59.16% 58.65% 55.57% 56.40% 58.05% 59.10% 58.69% 63.09%
Earnings before Interest and Taxes (EBIT)		 75,081 61,612 46,166 59,562 35,815 44,866 40,764 35,900 34,536 30,702
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)		 83,019 69,124 53,217 67,494 44,429 53,234 48,555 42,079 40,014 35,642
Valuation Ratios		 - - - - - - - - - -
Price to Book Value (P/BV)		 1.95 1.46 1.27 1.47 1.25 1.46 1.07 1.20 0.98 0.77
Price to Tangible Book Value (P/TBV)		 2.40 1.81 1.60 1.82 1.55 1.83 1.36 1.52 1.25 0.96
Price to Revenue (P/Rev)		 3.78 3.02 2.88 3.56 2.91 3.29 2.52 3.04 2.58 2.04
Price to Earnings (P/E)		 11.48 9.64 9.85 8.96 12.00 10.45 8.93 13.57 10.08 7.80
Dividend Yield		 1.93% 2.45% 3.16% 2.53% 3.14% 2.72% 3.01% 2.31% 2.64% 3.25%
Earnings Yield		 8.71% 10.37% 10.15% 11.17% 8.33% 9.57% 11.20% 7.37% 9.93% 12.83%
Enterprise Value to Invested Capital (EV/IC)		 0.45 0.02 0.00 0.00 0.00 0.34 0.04 0.02 0.00 0.00
Enterprise Value to Revenue (EV/Rev)		 2.04 0.09 0.00 0.00 0.00 1.73 0.23 0.12 0.00 0.00
Enterprise Value to EBITDA (EV/EBITDA)		 4.35 0.20 0.00 0.00 0.00 3.76 0.52 0.30 0.00 0.00
Enterprise Value to EBIT (EV/EBIT)		 4.81 0.23 0.00 0.00 0.00 4.47 0.61 0.35 0.00 0.00
Enterprise Value to NOPAT (EV/NOPAT)		 6.18 0.28 0.00 0.00 0.00 5.50 0.77 0.51 0.00 0.00
Enterprise Value to Operating Cash Flow (EV/OCF)		 0.00 1.08 0.00 0.00 0.00 48.96 1.60 0.00 0.00 0.00
Enterprise Value to Free Cash Flow (EV/FCFF)		 15.17 0.00 0.00 0.00 0.00 3.97 1.54 0.74 0.00 0.00
Leverage & Solvency		 - - - - - - - - - -
Debt to Equity		 1.32 1.33 1.16 1.21 1.17 1.27 1.37 1.31 1.30 1.31
Long-Term Debt to Equity		 1.16 1.20 1.01 1.02 1.01 1.12 1.10 1.11 1.16 1.17
Financial Leverage		 1.32 1.25 1.18 1.19 1.22 1.32 1.34 1.31 1.31 1.46
Leverage Ratio		 11.71 12.16 12.63 12.43 11.23 10.25 10.07 9.85 9.65 10.27
Compound Leverage Factor		 11.71 12.16 12.63 12.43 11.23 10.25 10.07 9.85 9.65 10.27
Debt to Total Capital		 56.86% 57.11% 53.76% 54.66% 53.92% 55.99% 57.80% 56.78% 56.47% 56.79%
Short-Term Debt to Total Capital		 6.62% 5.85% 6.96% 8.26% 7.46% 6.89% 11.40% 8.76% 5.90% 6.40%
Long-Term Debt to Total Capital		 50.24% 51.26% 46.80% 46.40% 46.46% 49.09% 46.40% 48.02% 50.57% 50.39%
Preferred Equity to Total Capital		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Noncontrolling Interests to Total Capital		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Common Equity to Total Capital		 43.15% 42.89% 46.24% 45.34% 46.08% 44.01% 42.20% 43.22% 43.53% 43.21%
Debt to EBITDA		 5.47 6.32 6.39 5.25 7.36 6.24 7.24 7.98 8.24 9.13
Net Debt to EBITDA		 -3.73 -6.71 -10.20 -9.60 -11.19 -3.39 -5.13 -6.98 -7.25 -6.95
Long-Term Debt to EBITDA		 4.84 5.67 5.56 4.46 6.34 5.48 5.81 6.75 7.38 8.10
Debt to NOPAT		 7.77 8.81 9.02 7.34 11.22 9.12 10.82 13.74 13.33 13.31
Net Debt to NOPAT		 -5.30 -9.36 -14.41 -13.41 -17.06 -4.95 -7.67 -12.02 -11.72 -10.14
Long-Term Debt to NOPAT		 6.87 7.91 7.85 6.23 9.67 8.00 8.68 11.62 11.94 11.81
Noncontrolling Interest Sharing Ratio		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Liquidity Ratios		 - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - -
Free Cash Flow to Firm (FCFF)		 23,817 -82,639 54,178 5,855 16,632 50,505 16,227 16,744 13,746 56,223
Operating Cash Flow to CapEx		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Free Cash Flow to Firm to Interest Expense		 0.24 -1.02 2.08 1.05 1.67 1.88 0.77 1.21 1.40 7.53
Operating Cash Flow to Interest Expense		 -0.41 0.16 4.10 14.06 -8.02 0.15 0.74 -0.78 2.23 9.84
Operating Cash Flow Less CapEx to Interest Expense		 -0.41 0.16 4.10 14.06 -8.02 0.15 0.74 -0.78 2.23 9.84
Efficiency Ratios		 - - - - - - - - - -
Asset Turnover		 0.05 0.04 0.03 0.03 0.04 0.04 0.04 0.04 0.04 0.04
Fixed Asset Turnover		 0.00 0.00 0.00 4.49 4.53 5.68 7.48 7.12 6.78 6.34
Capital & Investment Metrics		 - - - - - - - - - -
Invested Capital		 799,069 764,415 632,224 648,726 606,247 593,748 607,822 591,575 583,878 572,891
Invested Capital Turnover		 0.23 0.23 0.20 0.19 0.20 0.19 0.18 0.17 0.17 0.16
Increase / (Decrease) in Invested Capital		 34,654 132,191 -16,502 42,479 12,499 -14,074 16,247 7,697 10,987 -31,781
Enterprise Value (EV)		 361,391 14,058 -171,802 -215,054 -147,483 200,341 25,034 12,447 -40,722 -57,215
Market Capitalization		 671,398 477,824 371,132 432,879 349,517 380,711 274,108 306,291 249,192 190,547
Book Value per Share		 $122.46 $113.41 $99.66 $99.53 $91.65 $83.32 $77.14 $73.69 $71.04 $67.25
Tangible Book Value per Share		 $99.53 $91.14 $78.91 $80.34 $74.12 $66.31 $60.79 $58.02 $55.88 $54.12
Total Capital		 799,069 764,415 632,224 648,726 606,247 593,748 607,822 591,575 583,878 572,891
Total Debt		 454,311 436,537 339,892 354,599 326,893 332,418 351,307 335,882 329,688 325,318
Total Long-Term Debt		 401,418 391,825 295,865 301,005 281,685 291,498 282,031 284,080 295,245 288,651
Net Debt		 -310,007 -463,766 -542,934 -647,933 -497,000 -180,370 -249,074 -293,844 -289,914 -247,762
Capital Expenditures (CapEx)		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Net Nonoperating Expense (NNE)		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Net Nonoperating Obligations (NNO)		 454,311 436,537 339,892 354,599 326,893 332,418 351,307 335,882 329,688 325,318
Total Depreciation and Amortization (D&A)		 7,938 7,512 7,051 7,932 8,614 8,368 7,791 6,179 5,478 4,940
Earnings Adjustments		 - - - - - - - - - -
Adjusted Basic Earnings per Share		 $19.79 $16.25 $12.10 $15.39 $8.89 $10.75 $9.04 $6.35 $6.24 $6.05
Adjusted Weighted Average Basic Shares Outstanding		 2.87B 2.94B 2.97B 3.02B 3.08B 3.22B 3.40B 3.55B 3.62B 3.70B
Adjusted Diluted Earnings per Share		 $19.75 $16.23 $12.09 $15.36 $8.88 $10.72 $9.00 $6.31 $6.19 $6.00
Adjusted Weighted Average Diluted Shares Outstanding		 2.88B 2.94B 2.97B 3.03B 3.09B 3.23B 3.41B 3.58B 3.65B 3.73B
Adjusted Basic & Diluted Earnings per Share		 $0.00 $0.00 $0.00 $0.00 $0.00 $10.75 $0.00 $0.00 $0.00 $0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding		 2.80B 2.88B 2.94B 2.95B 3.05B 3.07B 3.27B 3.43B 3.57B 3.67B
Normalized Net Operating Profit after Tax (NOPAT)		 58,471 49,552 37,676 48,334 29,131 36,431 32,474 24,441 24,733 24,442
Normalized NOPAT Margin		 32.93% 31.34% 29.28% 39.73% 24.29% 31.48% 29.85% 24.27% 25.61% 26.13%
Pre Tax Income Margin		 42.29% 38.97% 35.87% 48.96% 29.86% 38.77% 37.47% 35.65% 35.76% 32.82%
Debt Service Ratios		 - - - - - - - - - -
EBIT to Interest Expense		 0.74 0.76 1.77 10.73 3.60 1.67 1.94 2.59 3.52 4.11
NOPAT to Interest Expense		 0.58 0.61 1.44 8.70 2.92 1.36 1.54 1.76 2.52 3.28
EBIT Less CapEx to Interest Expense		 0.74 0.76 1.77 10.73 3.60 1.67 1.94 2.59 3.52 4.11
NOPAT Less CapEx to Interest Expense		 0.58 0.61 1.44 8.70 2.92 1.36 1.54 1.76 2.52 3.28
Payout Ratios		 - - - - - - - - - -
Dividend Payout Ratio		 25.28% 27.17% 36.00% 26.60% 43.56% 33.88% 31.13% 36.79% 34.27% 32.21%
Augmented Payout Ratio		 57.49% 47.00% 44.39% 64.69% 65.93% 99.76% 92.66% 99.84% 70.99% 55.19%

Quarterly Metrics And Ratios for JPMorgan Chase & Co.

This table displays calculated financial ratios and metrics derived from JPMorgan Chase & Co.'s official financial filings.

Metric Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022
Period end date 3/31/2025 12/31/2024 9/30/2024 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023 12/31/2022 9/30/2022
Growth Metrics		 - - - - - - - - - - -
Revenue Growth		 8.05% 10.87% 6.97% 21.53% 9.35% 11.66% 21.88% 34.48% 24.85% 18.08% 10.35%
EBITDA Growth		 5.91% 31.90% 1.03% 40.59% 9.54% -1.64% 36.16% 42.98% 48.25% 2.19% -14.13%
EBIT Growth		 6.45% 53.41% 1.46% 33.26% 8.30% -14.44% 39.43% 61.86% 58.67% 4.58% -14.95%
NOPAT Growth		 9.12% 50.48% -1.92% 25.41% 6.31% -15.45% 35.06% 67.33% 52.40% 5.86% -16.69%
Net Income Growth		 9.12% 50.48% -1.92% 25.41% 6.31% -15.45% 35.06% 67.33% 52.40% 5.86% -16.69%
EPS Growth		 14.19% 58.03% 0.92% 28.84% 8.29% -14.80% 38.78% 72.10% 55.89% 7.19% -16.58%
Operating Cash Flow Growth		 -63.36% 145.32% -264.19% 103.92% -38.58% -40.50% 347.85% -71.42% -165.38% 18.95% -178.02%
Free Cash Flow Firm Growth		 75.75% 83.20% 23.59% 34.45% -1,559.41% -546.69% -452.57% -346.69% 164.05% 185.75% 172.37%
Invested Capital Growth		 5.76% 4.53% 11.16% 8.96% 21.53% 20.91% 16.41% 13.41% 0.64% -2.54% -2.43%
Revenue Q/Q Growth		 5.94% 0.27% -15.03% 19.71% 8.71% -3.26% -3.47% 7.71% 11.01% 5.60% 6.51%
EBITDA Q/Q Growth		 5.68% 2.09% -25.52% 31.82% 31.60% -21.81% 3.64% 2.71% 18.16% 8.25% 8.84%
EBIT Q/Q Growth		 5.95% 2.34% -27.55% 35.52% 52.68% -32.31% -4.85% 10.14% 20.62% 10.30% 10.46%
NOPAT Q/Q Growth		 4.56% 8.58% -28.93% 35.25% 44.18% -29.23% -9.13% 14.66% 14.66% 13.05% 12.58%
Net Income Q/Q Growth		 4.56% 8.58% -28.93% 35.25% 44.18% -29.23% -9.13% 14.66% 14.66% 13.05% 12.58%
EPS Q/Q Growth		 5.19% 10.30% -28.59% 37.84% 45.57% -29.56% -8.84% 15.85% 14.53% 14.74% 13.04%
Operating Cash Flow Q/Q Growth		 -270.44% 299.45% -292.57% 124.95% -355.94% 33.49% 139.17% 116.96% -209.90% 656.04% -127.57%
Free Cash Flow Firm Q/Q Growth		 -46.27% 69.68% -47.65% 62.97% -1.35% -37.88% -26.66% -924.55% -68.98% 8.83% -11.38%
Invested Capital Q/Q Growth		 3.07% -0.94% 3.16% 0.40% 1.88% 5.34% 1.12% 11.99% 1.36% 1.42% -1.49%
Profitability Metrics		 - - - - - - - - - - -
EBITDA Margin		 45.11% 45.22% 44.42% 50.67% 46.02% 38.01% 47.03% 43.80% 45.94% 43.15% 42.10%
EBIT Margin		 40.63% 40.63% 39.80% 46.68% 41.24% 29.36% 41.96% 42.57% 41.64% 38.32% 36.68%
Profit (Net Income) Margin		 32.32% 32.75% 30.24% 36.15% 32.00% 24.13% 32.98% 35.04% 32.91% 31.86% 29.76%
Tax Burden Percent		 79.55% 80.60% 75.97% 77.44% 77.60% 82.17% 78.59% 82.29% 79.05% 83.16% 81.13%
Interest Burden Percent		 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%
Effective Tax Rate		 20.45% 19.40% 24.03% 22.56% 22.40% 17.83% 21.41% 17.71% 20.95% 16.84% 18.87%
Return on Invested Capital (ROIC)		 7.30% 7.44% 6.84% 8.23% 7.29% 5.46% 7.53% 7.62% 7.02% 6.40% 5.82%
ROIC Less NNEP Spread (ROIC-NNEP)		 7.30% 7.44% 6.84% 8.23% 7.29% 5.46% 7.53% 7.62% 7.02% 6.40% 5.82%
Return on Net Nonoperating Assets (RNNOA)		 9.70% 9.85% 8.97% 10.66% 8.89% 6.84% 9.25% 9.57% 8.21% 7.58% 6.89%
Return on Equity (ROE)		 17.00% 17.29% 15.81% 18.89% 16.18% 12.30% 16.79% 17.20% 15.24% 13.98% 12.71%
Cash Return on Invested Capital (CROIC)		 1.85% 3.05% -3.55% -1.37% -12.34% -11.83% -7.56% -5.48% 5.94% 8.46% 8.34%
Operating Return on Assets (OROA)		 1.74% 1.83% 1.70% 1.99% 1.70% 1.23% 1.69% 1.62% 1.47% 1.33% 1.20%
Return on Assets (ROA)		 1.38% 1.48% 1.29% 1.54% 1.32% 1.01% 1.32% 1.34% 1.17% 1.11% 0.98%
Return on Common Equity (ROCE)		 16.50% 17.29% 15.81% 18.89% 16.18% 12.30% 16.79% 17.20% 15.24% 13.98% 12.71%
Return on Equity Simple (ROE_SIMPLE)		 16.99% 0.00% 15.55% 15.86% 14.96% 0.00% 16.15% 15.31% 13.86% 0.00% 12.87%
Net Operating Profit after Tax (NOPAT)		 14,643 14,005 12,898 18,149 13,419 9,307 13,151 14,472 12,622 11,008 9,737
NOPAT Margin		 32.32% 32.75% 30.24% 36.15% 32.00% 24.13% 32.98% 35.04% 32.91% 31.86% 29.76%
Net Nonoperating Expense Percent (NNEP)		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
SG&A Expenses to Revenue		 42.54% 41.22% 41.68% 35.60% 42.71% 43.45% 41.22% 37.95% 41.77% 42.35% 46.11%
Operating Expenses to Revenue		 52.08% 53.22% 52.90% 47.24% 54.27% 63.48% 54.56% 50.41% 52.43% 55.06% 58.62%
Earnings before Interest and Taxes (EBIT)		 18,408 17,375 16,978 23,435 17,293 11,326 16,733 17,586 15,967 13,237 12,001
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)		 20,438 19,340 18,945 25,437 19,297 14,663 18,752 18,093 17,616 14,908 13,772
Valuation Ratios		 - - - - - - - - - - -
Price to Book Value (P/BV)		 2.06 1.95 1.72 1.70 1.70 1.46 1.29 1.32 1.22 1.27 1.01
Price to Tangible Book Value (P/TBV)		 2.55 2.40 2.12 2.09 2.10 1.81 1.62 1.66 1.53 1.60 1.28
Price to Revenue (P/Rev)		 3.77 3.78 3.44 3.39 3.54 3.02 2.65 2.80 2.70 2.88 2.35
Price to Earnings (P/E)		 11.42 11.48 11.09 10.69 11.37 9.64 7.97 8.61 8.78 9.85 7.63
Dividend Yield		 1.97% 1.93% 2.10% 2.11% 2.07% 2.45% 2.84% 2.84% 3.19% 3.16% 4.05%
Earnings Yield		 8.76% 8.71% 9.02% 9.35% 8.79% 10.37% 12.54% 11.62% 11.40% 10.15% 13.10%
Enterprise Value to Invested Capital (EV/IC)		 0.39 0.45 0.29 0.12 0.16 0.02 0.00 0.00 0.00 0.00 0.00
Enterprise Value to Revenue (EV/Rev)		 1.76 2.04 1.34 0.56 0.75 0.09 0.00 0.00 0.00 0.00 0.00
Enterprise Value to EBITDA (EV/EBITDA)		 3.78 4.35 2.96 1.22 1.72 0.20 0.00 0.00 0.00 0.00 0.00
Enterprise Value to EBIT (EV/EBIT)		 4.18 4.81 3.36 1.39 1.94 0.23 0.00 0.00 0.00 0.00 0.00
Enterprise Value to NOPAT (EV/NOPAT)		 5.34 6.18 4.31 1.77 2.42 0.28 0.00 0.00 0.00 0.00 0.00
Enterprise Value to Operating Cash Flow (EV/OCF)		 0.00 0.00 0.00 0.00 0.00 1.08 0.00 0.00 0.00 0.00 0.00
Enterprise Value to Free Cash Flow (EV/FCFF)		 21.45 15.17 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Leverage & Solvency		 - - - - - - - - - - -
Debt to Equity		 1.34 1.32 1.33 1.30 1.31 1.33 1.29 1.30 1.11 1.16 1.16
Long-Term Debt to Equity		 0.00 1.16 1.19 1.16 1.18 1.20 1.14 1.17 0.97 1.01 1.00
Financial Leverage		 1.33 1.32 1.31 1.30 1.22 1.25 1.23 1.26 1.17 1.18 1.18
Leverage Ratio		 12.28 11.71 12.23 12.27 12.25 12.16 12.67 12.88 13.07 12.63 13.03
Compound Leverage Factor		 12.28 11.71 12.23 12.27 12.25 12.16 12.67 12.88 13.07 12.63 13.03
Debt to Total Capital		 57.33% 56.86% 57.13% 56.44% 56.77% 57.11% 56.26% 56.45% 52.70% 53.76% 53.80%
Short-Term Debt to Total Capital		 57.33% 6.62% 6.28% 6.05% 5.94% 5.85% 6.27% 5.72% 6.59% 6.96% 7.68%
Long-Term Debt to Total Capital		 0.00% 50.24% 50.85% 50.39% 50.83% 51.26% 50.00% 50.73% 46.11% 46.80% 46.12%
Preferred Equity to Total Capital		 2.43% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Noncontrolling Interests to Total Capital		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Common Equity to Total Capital		 40.23% 43.15% 42.87% 43.56% 43.23% 42.89% 43.74% 43.55% 47.30% 46.24% 46.20%
Debt to EBITDA		 5.61 5.47 5.88 5.65 6.24 6.32 5.89 6.29 5.73 6.39 6.34
Net Debt to EBITDA		 -4.55 -3.73 -4.65 -6.17 -6.36 -6.71 -6.53 -6.46 -8.91 -10.20 -11.55
Long-Term Debt to EBITDA		 0.00 4.84 5.24 5.04 5.59 5.67 5.23 5.65 5.01 5.56 5.43
Debt to NOPAT		 7.91 7.77 8.57 8.17 8.78 8.81 7.97 8.47 8.04 9.02 9.05
Net Debt to NOPAT		 -6.42 -5.30 -6.77 -8.93 -8.95 -9.36 -8.84 -8.69 -12.50 -14.41 -16.48
Long-Term Debt to NOPAT		 0.00 6.87 7.63 7.29 7.86 7.91 7.08 7.61 7.03 7.85 7.76
Noncontrolling Interest Sharing Ratio		 2.91% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Liquidity Ratios		 - - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - - -
Free Cash Flow to Firm (FCFF)		 -30,204 -20,649 -68,099 -46,123 -124,546 -122,884 -89,126 -70,367 8,534 27,510 25,279
Operating Cash Flow to CapEx		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Free Cash Flow to Firm to Interest Expense		 -1.28 -0.85 -2.52 -1.79 -5.11 -5.27 -4.08 -3.54 0.52 2.14 3.12
Operating Cash Flow to Interest Expense		 -10.68 6.10 -2.74 1.49 -6.33 2.58 2.07 0.95 -6.83 7.87 -2.25
Operating Cash Flow Less CapEx to Interest Expense		 -10.68 6.10 -2.74 1.49 -6.33 2.58 2.07 0.95 -6.83 7.87 -2.25
Efficiency Ratios		 - - - - - - - - - - -
Asset Turnover		 0.04 0.05 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.03 0.03
Fixed Asset Turnover		 0.00 0.00 0.00 0.00 0.00 0.00 5.42 5.22 4.94 0.00 4.55
Capital & Investment Metrics		 - - - - - - - - - - -
Invested Capital		 823,624 799,069 806,631 781,888 778,777 764,415 725,634 717,616 640,812 632,224 623,357
Invested Capital Turnover		 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.22 0.21 0.20 0.20
Increase / (Decrease) in Invested Capital		 44,847 34,654 80,997 64,272 137,965 132,191 102,277 84,839 4,088 -16,502 -15,542
Enterprise Value (EV)		 318,526 361,391 231,991 95,377 122,003 14,058 -44,569 -3,889 -156,688 -171,802 -320,895
Market Capitalization		 681,686 671,398 596,277 577,623 572,538 477,824 408,596 411,762 368,693 371,132 289,831
Book Value per Share		 $118.51 $122.46 $121.55 $118.59 $115.75 $113.41 $109.21 $106.94 $102.97 $99.66 $98.21
Tangible Book Value per Share		 $95.44 $99.53 $98.90 $96.12 $93.62 $91.14 $86.87 $84.96 $81.88 $78.91 $77.48
Total Capital		 823,624 799,069 806,631 781,888 778,777 764,415 725,634 717,616 640,812 632,224 623,357
Total Debt		 472,204 454,311 460,795 441,336 442,140 436,537 408,263 405,100 337,730 339,892 335,339
Total Long-Term Debt		 0.00 401,418 410,157 394,028 395,872 391,825 362,793 364,078 295,489 295,865 287,473
Net Debt		 -383,205 -310,007 -364,286 -482,246 -450,535 -463,766 -453,165 -415,651 -525,381 -542,934 -610,726
Capital Expenditures (CapEx)		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Net Nonoperating Expense (NNE)		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Net Nonoperating Obligations (NNO)		 472,204 454,311 460,795 441,336 442,140 436,537 408,263 405,100 337,730 339,892 335,339
Total Depreciation and Amortization (D&A)		 2,030 1,965 1,967 2,002 2,004 3,337 2,019 507 1,649 1,671 1,771
Earnings Adjustments		 - - - - - - - - - - -
Adjusted Basic Earnings per Share		 $5.08 $4.83 $4.38 $6.13 $4.45 $3.05 $4.33 $4.76 $4.11 $3.56 $3.13
Adjusted Weighted Average Basic Shares Outstanding		 2.82B 2.87B 2.86B 2.89B 2.91B 2.94B 2.93B 2.94B 2.97B 2.97B 2.96B
Adjusted Diluted Earnings per Share		 $5.07 $4.82 $4.37 $6.12 $4.44 $3.05 $4.33 $4.75 $4.10 $3.58 $3.12
Adjusted Weighted Average Diluted Shares Outstanding		 2.82B 2.88B 2.87B 2.89B 2.91B 2.94B 2.93B 2.95B 2.97B 2.97B 2.97B
Adjusted Basic & Diluted Earnings per Share		 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding		 2.78B 2.80B 2.82B 2.85B 2.87B 2.88B 2.89B 2.91B 2.92B 2.94B 2.93B
Normalized Net Operating Profit after Tax (NOPAT)		 14,643 14,005 12,898 18,149 13,419 9,307 13,151 14,472 12,622 11,008 9,737
Normalized NOPAT Margin		 32.32% 32.75% 30.24% 36.15% 32.00% 24.13% 32.98% 35.04% 32.91% 31.86% 29.76%
Pre Tax Income Margin		 40.63% 40.63% 39.80% 46.68% 41.24% 29.36% 41.96% 42.57% 41.64% 38.32% 36.68%
Debt Service Ratios		 - - - - - - - - - - -
EBIT to Interest Expense		 0.78 0.72 0.63 0.91 0.71 0.49 0.77 0.89 0.98 1.03 1.48
NOPAT to Interest Expense		 0.62 0.58 0.48 0.70 0.55 0.40 0.60 0.73 0.77 0.86 1.20
EBIT Less CapEx to Interest Expense		 0.78 0.72 0.63 0.91 0.71 0.49 0.77 0.89 0.98 1.03 1.48
NOPAT Less CapEx to Interest Expense		 0.62 0.58 0.48 0.70 0.55 0.40 0.60 0.73 0.77 0.86 1.20
Payout Ratios		 - - - - - - - - - - -
Dividend Payout Ratio		 25.32% 25.28% 26.69% 26.07% 26.98% 27.17% 26.17% 28.09% 32.14% 36.00% 36.61%
Augmented Payout Ratio		 64.73% 57.49% 57.94% 49.80% 46.77% 47.00% 40.90% 38.89% 40.23% 44.39% 50.87%

Frequently Asked Questions About JPMorgan Chase & Co.'s Financials

When does JPMorgan Chase & Co.'s fiscal year end?

According to the most recent income statement we have on file, JPMorgan Chase & Co.'s financial year ends in December. Their financial year 2024 ended on December 31, 2024.

How has JPMorgan Chase & Co.'s net income changed over the last 9 years?

JPMorgan Chase & Co.'s net income appears to be on an upward trend, with a most recent value of $58.47 billion in 2024, rising from $24.44 billion in 2015. The previous period was $49.55 billion in 2023. View JPMorgan Chase & Co.'s forecast to see where analysts expect JPMorgan Chase & Co. to go next.

How has JPMorgan Chase & Co. revenue changed over the last 9 years?

Over the last 9 years, JPMorgan Chase & Co.'s total revenue changed from $93.54 billion in 2015 to $177.56 billion in 2024, a change of 89.8%.

How much debt does JPMorgan Chase & Co. have?

JPMorgan Chase & Co.'s total liabilities were at $3.66 trillion at the end of 2024, a 3.1% increase from 2023, and a 73.9% increase since 2015.

How much cash does JPMorgan Chase & Co. have?

In the past 9 years, JPMorgan Chase & Co.'s cash and equivalents has ranged from $20.49 billion in 2015 to $29.07 billion in 2023, and is currently $23.37 billion as of their latest financial filing in 2024.

How has JPMorgan Chase & Co.'s book value per share changed over the last 9 years?

Over the last 9 years, JPMorgan Chase & Co.'s book value per share changed from 67.25 in 2015 to 122.46 in 2024, a change of 82.1%.


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This page (NYSE:JPM) was last updated on 5/21/2025 by MarketBeat.com Staff
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