JPMorgan Chase Statistics

Total Valuation

JPM has a market cap or net worth of $735.32 billion. The enterprise value is $150.13 billion.

Market Cap	735.32B
Enterprise Value	150.13B

Important Dates

The last earnings date was Wednesday, January 15, 2025, before market open.

Earnings Date	Jan 15, 2025
Ex-Dividend Date	Jan 6, 2025

Share Statistics

JPM has 2.80 billion shares outstanding. The number of shares has decreased by -2.18% in one year.

Current Share Class	2.80B
Shares Outstanding	2.80B
Shares Change (YoY)	-2.18%
Shares Change (QoQ)	-0.82%
Owned by Insiders (%)	0.38%
Owned by Institutions (%)	73.85%
Float	2.78B

Valuation Ratios

The trailing PE ratio is 13.31 and the forward PE ratio is 14.46. JPM's PEG ratio is 5.51.

PE Ratio	13.31
Forward PE	14.46
PS Ratio	4.53
Forward PS	4.32
PB Ratio	2.27
P/TBV Ratio	2.73
P/FCF Ratio	n/a
P/OCF Ratio	n/a
PEG Ratio	5.51

Financial Ratio History

Enterprise Valuation

EV / Earnings	2.64
EV / Sales	0.90
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 17.39%.

Return on Equity (ROE)	17.39%
Return on Assets (ROA)	1.48%
Return on Capital (ROIC)	n/a
Revenue Per Employee	$538,445
Profits Per Employee	$183,489
Employee Count	309,926
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, JPM has paid $16.61 billion in taxes.

Income Tax	16.61B
Effective Tax Rate	22.12%

Stock Price Statistics

The stock price has increased by +54.33% in the last 52 weeks. The beta is 1.11, so JPM's price volatility has been higher than the market average.

Beta (5Y)	1.11
52-Week Price Change	+54.33%
50-Day Moving Average	243.96
200-Day Moving Average	215.73
Relative Strength Index (RSI)	74.34
Average Volume (20 Days)	10,853,725

Short Selling Information

The latest short interest is 29.52 million, so 1.06% of the outstanding shares have been sold short.

Short Interest	29.52M
Short Previous Month	30.70M
Short % of Shares Out	1.06%
Short % of Float	1.06%
Short Ratio (days to cover)	3.42

Income Statement

In the last 12 months, JPM had revenue of $166.88 billion and earned $56.87 billion in profits. Earnings per share was $19.75.

Revenue	166.88B
Gross Profit	166.88B
Operating Income	76.55B
Pretax Income	66.98B
Net Income	56.87B
EBITDA	n/a
EBIT	n/a
Earnings Per Share (EPS)	$19.75

Full Income Statement

Balance Sheet

The company has $1.40 trillion in cash and $818.13 billion in debt, giving a net cash position of $583.97 billion or $208.74 per share.

Cash & Cash Equivalents	1.40T
Total Debt	818.13B
Net Cash	583.97B
Net Cash Per Share	$208.74
Equity (Book Value)	344.76B
Book Value Per Share	116.07
Working Capital	-1,509.66B

Full Balance Sheet

Cash Flow

Operating Cash Flow	n/a
Capital Expenditures	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Full Cash Flow Statement

Margins

Gross Margin	n/a
Operating Margin	45.87%
Pretax Margin	44.99%
Profit Margin	35.04%
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 1.90%.

Dividend Per Share	$5.00
Dividend Yield	1.90%
Dividend Growth (YoY)	17.07%
Years of Dividend Growth	10
Payout Ratio	25.32%
Buyback Yield	2.18%
Shareholder Yield	4.08%
Earnings Yield	7.75%
FCF Yield	n/a

Dividend Details

Analyst Forecast

The average price target for JPM is $250.53, which is -4.68% lower than the current price. The consensus rating is "Buy".

Price Target	$250.53
Price Target Difference	-4.68%
Analyst Consensus	Buy
Analyst Count	17
Revenue Growth Forecast (5Y)	n/a
EPS Growth Forecast (5Y)	0.62%

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