JPMorgan Chase & Co. (JPM)

JPMorgan Chase Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Quarter Ended	Current	2023-12-31	2023-09-30	2023-06-30	2023-03-31	2022-12-31	2022-09-30	2022-06-30	2022-03-31	2021-12-31	2021-09-30	2021-06-30	2021-03-31	2020-12-31	2020-09-30	2020-06-30	2020-03-31	2019-12-31	2019-09-30	2019-06-30	2019-03-31	2018-12-31	2018-09-30	2018-06-30	2018-03-31	2017-12-31	2017-09-30	2017-06-30	2017-03-31	2016-12-31	2016-09-30	2016-06-30	2016-03-31	2015-12-31	2015-09-30	2015-06-30	2015-03-31	2014-12-31	2014-09-30	2014-06-30	2014-03-31	+73 Quarters
Market Capitalization	552,628	491,761	421,440	425,018	383,549	393,343	306,454	330,741	402,527	467,966	489,131	470,840	464,531	387,335	293,393	286,603	276,750	437,226	376,312	362,676	331,451	324,627	379,242	354,778	377,412	371,052	336,096	324,726	313,761	308,768	240,522	227,225	217,353	243,065	225,471	251,463	225,861	233,936	226,580	218,075	229,898	Upgrade
Market Cap Growth	-	25.02%	37.52%	28.50%	-4.71%	-15.95%	-37.35%	-29.75%	-13.35%	20.82%	66.72%	64.28%	67.85%	-11.41%	-22.03%	-20.98%	-16.50%	34.69%	-0.77%	2.23%	-12.18%	-12.51%	12.84%	9.25%	20.29%	20.17%	39.74%	42.91%	44.36%	27.03%	6.68%	-9.64%	-3.77%	3.90%	-0.49%	15.31%	-1.76%	6.41%	16.45%	9.29%	26.56%	Upgrade
Enterprise Value	581,549	520,682	587,084	601,267	421,675	368,614	237,545	230,834	222,678	276,071	333,040	362,720	391,883	401,828	363,478	393,538	493,676	689,688	712,846	645,080	613,722	579,461	476,512	461,923	478,807	434,546	390,234	387,302	365,424	414,487	337,578	360,815	327,891	360,556	348,111	368,450	258,533	286,674	346,215	381,650	415,776	Upgrade
PE Ratio	11.82	10.30	8.52	9.23	9.53	10.96	8.70	8.89	9.94	10.06	10.13	10.22	11.96	14.13	12.33	12.25	9.77	12.62	11.34	11.15	10.62	10.57	13.62	13.56	15.20	16.44	13.42	13.21	13.20	13.52	11.06	10.24	9.77	10.73	10.26	12.06	10.94	11.65	11.06	14.82	15.08	Upgrade
PS Ratio	3.50	3.11	2.74	2.89	2.81	3.06	2.48	2.75	3.35	3.85	4.02	3.88	3.75	3.23	2.46	2.40	2.41	3.78	3.33	3.27	3.01	2.98	3.53	3.36	3.64	3.69	3.34	3.26	3.19	3.20	2.53	2.44	2.34	2.60	2.41	2.64	2.35	2.46	2.35	2.30	2.41	Upgrade
PB Ratio	1.69	1.50	1.33	1.36	1.26	1.35	1.06	1.16	1.41	1.59	1.69	1.64	1.66	1.39	1.08	1.08	1.06	1.67	1.42	1.38	1.28	1.27	1.47	1.38	1.47	1.45	1.30	1.26	1.23	1.22	0.95	0.90	0.87	0.98	0.92	1.04	0.96	1.01	0.98	0.96	1.05	Upgrade
P/FCF Ratio	42.60	37.90	7.81	-45.42	10.15	3.67	3.37	2.50	5.03	5.99	-13.95	-6.44	-125.79	-4.85	9.48	4.65	-7.88	106.85	-4.90	-4.55	-10.99	20.79	14.41	43.08	-16.14	-34.27	19.52	12.34	15.15	14.11	-94.40	12.36	5.84	3.31	2.62	4.30	6.14	6.39	242.85	7.33	2.24	Upgrade
P/OCF Ratio	42.60	37.90	7.81	-45.42	10.15	3.67	3.37	2.50	5.03	5.99	-13.95	-6.44	-125.79	-4.85	9.48	4.65	-7.88	106.85	-4.90	-4.55	-10.99	20.79	14.41	43.08	-16.14	-34.27	19.52	12.34	15.15	14.11	-94.40	12.36	5.84	3.31	2.62	4.30	6.14	6.39	242.85	7.33	2.24	Upgrade
Debt / Equity Ratio	1.99	1.99	2.13	2.15	1.93	1.86	2.00	1.99	2.01	1.87	2.08	2.09	2.27	1.94	2.06	2.27	2.24	1.97	2.24	2.09	2.25	2.08	1.99	1.99	2.01	1.94	1.98	1.98	2.00	1.95	2.02	1.98	1.95	1.93	2.12	2.24	2.38	2.44	2.42	2.57	2.66	Upgrade
Return on Capital (ROIC)	5.78%	5.84%	5.57%	5.35%	5.09%	4.51%	4.49%	4.54%	4.81%	4.68%	4.68%	4.83%	5.31%	5.14%	4.96%	4.77%	5.22%	4.57%	4.68%	4.34%	4.55%	4.18%	4.02%	3.82%	3.64%	3.89%	3.81%	3.72%	3.72%	3.50%	3.64%	3.69%	3.73%	3.43%	3.16%	3.03%	2.94%	2.93%	2.06%	2.09%	Upgrade
Dividend Yield	2.40%	2.40%	2.80%	2.80%	3.10%	3.00%	3.80%	3.50%	2.80%	2.30%	2.20%	2.30%	2.40%	2.80%	3.70%	3.70%	3.80%	2.40%	2.70%	2.60%	2.70%	2.50%	2.00%	2.10%	1.90%	1.90%	2.10%	2.10%	2.10%	2.10%	2.70%	2.10%	2.20%	2.50%	2.70%	2.40%	2.60%	2.50%	2.60%	2.60%	2.40%	Upgrade
Payout Ratio	28.34%	34.40%	23.10%	21.00%	24.30%	28.00%	31.90%	36.10%	37.90%	29.90%	24.10%	23.70%	20.00%	23.70%	30.70%	64.70%	113.90%	34.90%	29.70%	28.30%	30.20%	40.00%	23.80%	24.20%	23.50%	51.40%	28.20%	27.30%	28.90%	27.70%	30.00%	28.20%	32.40%	33.10%	25.90%	25.60%	27.40%	33.30%	29.20%	25.90%	29.50%	Upgrade
Buyback Yield / Dilution	0.91%	1.61%	1.12%	0.61%	0.28%	0.47%	1.32%	2.49%	3.18%	3.37%	2.52%	1.27%	0.70%	1.98%	3.88%	5.48%	6.27%	5.97%	5.51%	5.10%	4.92%	4.80%	4.64%	4.57%	4.16%	3.57%	3.00%	2.89%	2.87%	5.72%	1.50%	1.00%	0.53%	-2.73%	1.67%	1.81%	1.73%	0.84%	-0.58%	0.05%	0.61%	Upgrade
Total Shareholder Return	3.30%	4.01%	3.92%	3.41%	3.38%	3.47%	5.12%	5.99%	5.98%	5.67%	4.72%	3.57%	3.10%	4.78%	7.58%	9.18%	10.07%	8.37%	8.21%	7.70%	7.62%	7.30%	6.64%	6.67%	6.06%	5.47%	5.10%	4.99%	4.97%	7.82%	4.20%	3.10%	2.73%	-0.23%	4.37%	4.21%	4.33%	3.34%	2.02%	2.65%	3.01%	Upgrade

Source: Financials are provided by Nasdaq Data Link and sourced from the audited annual (10-K) and quarterly (10-Q) reports submitted to the Securities and Exchange Commission (SEC).