Price graph
Price vs Rates, Inflation & Volume (long-term)
Quality Scorecard Transitional
Transitional-stage checklist (proxy metrics from yfinance). 10 of 12 criteria scored. Not financial advice.
Buy-Now Score
Comparative rank: 40% Quality + 30% Trajectory + 30% Valuation — higher = better buy now. Not financial advice.
Valuation
Analyst: 20 analysts. MarketGist fair = analyst consensus only (no DCF — financial, or no free-cash-flow data). Not financial advice.
Key Trends (6-yr)
Company Overview
Basic Information
Company Details
Business Description
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Key Metrics
Price & Valuation
Profitability
Financial Health
Trading & Analyst Info
52-Week Range
Analyst Recommendations
Fundamental Trends
Quarterly Verdict
Heuristic from the Quality Scorecard + quarter-over-quarter trends. Not financial advice.
Financial Statements
Income Statement (Annual)
| Item | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Tax Effect Of Unusual Items | $220.59M | $1.29B | $-447.27M | $119.23M |
| Tax Rate For Calcs | $0.21 | $0.22 | $0.20 | $0.18 |
| Total Unusual Items | $1.03B | $5.85B | $-2.28B | $648.00M |
| Total Unusual Items Excluding Goodwill | $1.03B | $5.85B | $-2.28B | $648.00M |
| Net Income From Continuing Operation Net Minority Interest | $57.05B | $58.47B | $49.55B | $37.68B |
| Reconciled Depreciation | $8.82B | $7.94B | $7.51B | $7.05B |
| Net Interest Income | $95.44B | $92.58B | $89.27B | $66.71B |
| Interest Expense | $97.90B | $101.35B | $81.32B | $26.10B |
| Interest Income | $193.34B | $193.93B | $170.59B | $92.81B |
| Normalized Income | $56.24B | $53.91B | $51.39B | $37.15B |
| Net Income From Continuing And Discontinued Operation | $57.05B | $58.47B | $49.55B | $37.68B |
| Diluted Average Shares | $2.78B | $2.88B | $2.94B | $2.97B |
| Basic Average Shares | $2.78B | $2.87B | $2.94B | $2.97B |
| Diluted EPS | $20.02 | $19.75 | $16.23 | $12.09 |
| Basic EPS | $20.05 | $19.79 | $16.25 | $12.10 |
Showing 15 of 37 rows
Balance Sheet (Annual)
| Item | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Treasury Shares Number | $1.41B | $1.31B | $1.23B | $1.17B |
| Preferred Shares Number | $391.85M | $391.85M | $391.85M | $391.85M |
| Ordinary Shares Number | $2.70B | $2.80B | $2.88B | $2.93B |
| Share Issued | $4.10B | $4.10B | $4.10B | $4.10B |
| Net Debt | $156.64B | N/A | N/A | N/A |
| Total Debt | $499.98B | $454.31B | $436.54B | $339.89B |
| Tangible Book Value | $277.94B | $260.15B | $236.09B | $204.07B |
| Invested Capital | $842.38B | $779.02B | $737.01B | $604.82B |
| Net Tangible Assets | $297.98B | $280.20B | $263.50B | $231.47B |
| Common Stock Equity | $342.39B | $324.71B | $300.47B | $264.93B |
| Preferred Stock Equity | $20.05B | $20.05B | $27.40B | $27.40B |
| Total Capitalization | $796.41B | $746.18B | $719.70B | $588.20B |
| Total Equity Gross Minority Interest | $362.44B | $344.76B | $327.88B | $292.33B |
| Stockholders Equity | $362.44B | $344.76B | $327.88B | $292.33B |
| Gains Losses Not Affecting Retained Earnings | $-4.29B | $-12.46B | $-10.44B | $-17.34B |
Showing 15 of 49 rows
Cash Flow Statement (Annual)
| Item | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $-147.78B | $-42.01B | $12.97B | $107.12B | N/A |
| Repurchase Of Capital Stock | $-34.59B | $-28.68B | $-9.82B | $-10.60B | N/A |
| Repayment Of Debt | $-108.10B | $-96.61B | $-64.88B | $-45.56B | N/A |
| Issuance Of Debt | $120.76B | $109.92B | $75.42B | $78.44B | N/A |
| Issuance Of Capital Stock | $3.00B | $2.50B | $0.00 | $0.00 | N/A |
| Interest Paid Supplemental Data | $96.44B | $99.64B | $77.11B | $23.14B | N/A |
| Income Tax Paid Supplemental Data | $5.31B | $11.71B | $9.91B | $4.36B | N/A |
| End Cash Position | $343.34B | $469.32B | $624.15B | $567.23B | N/A |
| Beginning Cash Position | $469.32B | $624.15B | $567.23B | $740.83B | N/A |
| Effect Of Exchange Rate Changes | $17.84B | $-12.87B | $1.87B | $-16.64B | N/A |
| Changes In Cash | $-143.81B | $-141.97B | $55.05B | $-156.96B | N/A |
| Financing Cash Flow | $269.53B | $63.45B | $-25.57B | $-126.26B | N/A |
| Cash Flow From Continuing Financing Activities | $269.53B | $63.45B | $-25.57B | $-126.26B | N/A |
| Net Other Financing Charges | $-3.04B | $74.00M | $7.51B | $2.44B | N/A |
| Cash Dividends Paid | $-16.62B | $-14.78B | $-13.46B | $-13.56B | N/A |
Showing 15 of 52 rows