JPMorgan Chase Statistics

Total Valuation

JPM has a market cap or net worth of $668.92 billion. The enterprise value is $174.08 billion.

Market Cap	668.92B
Enterprise Value	174.08B

Important Dates

The next confirmed earnings date is Wednesday, January 15, 2025, before market open.

Earnings Date	Jan 15, 2025
Ex-Dividend Date	Oct 4, 2024

Share Statistics

JPM has 2.82 billion shares outstanding. The number of shares has decreased by -1.92% in one year.

Current Share Class	2.82B
Shares Outstanding	2.82B
Shares Change (YoY)	-1.92%
Shares Change (QoQ)	-1.00%
Owned by Insiders (%)	0.37%
Owned by Institutions (%)	73.17%
Float	2.80B

Valuation Ratios

The trailing PE ratio is 13.23 and the forward PE ratio is 14.14. JPM's PEG ratio is 8.46.

PE Ratio	13.23
Forward PE	14.14
PS Ratio	4.24
Forward PS	3.94
PB Ratio	2.06
P/TBV Ratio	2.49
P/FCF Ratio	n/a
P/OCF Ratio	n/a
PEG Ratio	8.46

Financial Ratio History

Enterprise Valuation

EV / Earnings	3.34
EV / Sales	1.07
EV / EBITDA	n/a
EV / EBIT	n/a
EV / FCF	n/a

Financial Position

Current Ratio	n/a
Quick Ratio	n/a
Debt / Equity	n/a
Debt / EBITDA	n/a
Debt / FCF	n/a
Interest Coverage	n/a

Financial Efficiency

Return on equity (ROE) is 16.22%.

Return on Equity (ROE)	16.22%
Return on Assets (ROA)	1.33%
Return on Capital (ROIC)	n/a
Revenue Per Employee	$523,183
Profits Per Employee	$168,008
Employee Count	309,926
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, JPM has paid $15.26 billion in taxes.

Income Tax	15.26B
Effective Tax Rate	22.10%

Stock Price Statistics

The stock price has increased by +41.05% in the last 52 weeks. The beta is 1.10, so JPM's price volatility has been higher than the market average.

Beta (5Y)	1.10
52-Week Price Change	+41.05%
50-Day Moving Average	235.68
200-Day Moving Average	210.82
Relative Strength Index (RSI)	47.40
Average Volume (20 Days)	9,175,449

Short Selling Information

The latest short interest is 30.70 million, so 1.09% of the outstanding shares have been sold short.

Short Interest	30.70M
Short Previous Month	26.26M
Short % of Shares Out	1.09%
Short % of Float	1.10%
Short Ratio (days to cover)	3.36

Income Statement

In the last 12 months, JPM had revenue of $162.15 billion and earned $52.07 billion in profits. Earnings per share was $17.96.

Revenue	162.15B
Gross Profit	162.15B
Operating Income	72.22B
Pretax Income	66.98B
Net Income	52.07B
EBITDA	n/a
EBIT	n/a
Earnings Per Share (EPS)	$17.96

Full Income Statement

Balance Sheet

The company has $1.42 trillion in cash and $929.20 billion in debt, giving a net cash position of $494.85 billion or $175.77 per share.

Cash & Cash Equivalents	1.42T
Total Debt	929.20B
Net Cash	494.85B
Net Cash Per Share	$175.77
Equity (Book Value)	345.84B
Book Value Per Share	115.15
Working Capital	-1,469.47B

Full Balance Sheet

Cash Flow

Operating Cash Flow	-129.54B
Capital Expenditures	n/a
Free Cash Flow	-129.54B
FCF Per Share	-$46.01

Full Cash Flow Statement

Margins

Gross Margin	n/a
Operating Margin	44.54%
Pretax Margin	42.57%
Profit Margin	33.16%
EBITDA Margin	n/a
EBIT Margin	n/a
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of $5.00, which amounts to a dividend yield of 2.10%.

Dividend Per Share	$5.00
Dividend Yield	2.10%
Dividend Growth (YoY)	13.58%
Years of Dividend Growth	9
Payout Ratio	27.83%
Buyback Yield	1.92%
Shareholder Yield	4.03%
Earnings Yield	7.78%
FCF Yield	-19.37%

Dividend Details

Analyst Forecast

The average price target for JPM is $232.29, which is -2.23% lower than the current price. The consensus rating is "Buy".

Price Target	$232.29
Price Target Difference	-2.23%
Analyst Consensus	Buy
Analyst Count	16
Revenue Growth Forecast (5Y)	n/a
EPS Growth Forecast (5Y)	3.86%

Stock Forecasts

Stock Splits

The last stock split was on June 12, 2000. It was a forward split with a ratio of 1.5:1.

Last Split Date	Jun 12, 2000
Split Type	Forward
Split Ratio	1.5:1

Scores

Altman Z-Score	n/a
Piotroski F-Score	2