mktcap_usd=370304
ConsensRecom=2.07
earning_yield=9.59%
growth=4.79%
dilution=-3.62%
div_ratio=23.72%
sh_payout_ratio=59.68%
margin=29.22%
cfmargin=-1.15
ratiopaid=1.37
sratiopaid=90.59%
ratioConsens=1.23
Description
JPMorgan Chase & Co. is a financial holding company engaged in investment banking, financial services and asset management. It operates in four segments, as well as a Corporate segment. The Company's segments are Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking and Asset Management. The Consumer & Community Banking segment offers services to consumers and businesses through bank branches, automatic teller machines, online, mobile and telephone banking. The Corporate & Investment Bank segment, comprising Banking and Markets and Investor Services, offers investment banking, market-making, prime brokerage, and treasury and securities products and services to corporations, investors, financial institutions, and government and municipal entities. The Commercial Banking segment provides financial solutions, including lending, treasury services, investment banking and asset management. The Asset Management segment comprises investment and wealth management.
Income and Cashflow Statements USD
| EndDate | 2016-12-31 | 2017-12-31 | 2018-12-31 | 2019-12-31 | 2020-12-31 | 2021-12-31 | 2022-12-31 | mean | std |
|---|---|---|---|---|---|---|---|---|---|
| sourceDate | 2019-02-26 | 2020-02-25 | 2021-02-23 | 2022-02-22 | 2022-02-22 | 2022-02-22 | 2023-02-21 | NaN | NaN |
| period | 12M | 12M | 12M | 12M | 12M | 12M | 12M | NaN | NaN |
| rev | 96569 | 100705 | 108783 | 115720 | 119951 | 121649 | 128695 | 113153 | 11659 |
| revgrowth | NaN | 4.19% | 7.72% | 6.18% | 3.59% | 1.41% | 5.63% | 4.79% | 2.21% |
| earn | 24733 | 24441 | 32474 | 36431 | 29131 | 48334 | 37676 | 33317 | 8415 |
| earnx | 24733 | 26341 | 32474 | 36431 | 29131 | 48334 | 37676 | 33589 | 8106 |
| margin | 25.61% | 24.27% | 29.85% | 31.48% | 24.29% | 39.73% | 29.28% | 29.22% | 5.45% |
| xmargin | 25.61% | 26.16% | 29.85% | 31.48% | 24.29% | 39.73% | 29.28% | 29.49% | 5.20% |
| earningyld | 7.91% | 6.19% | 9.83% | 8.16% | 7.49% | 10.18% | 9.34% | 8.44% | 1.42% |
| cfop | 21884 | -10827 | 15614 | 4092 | -79910 | 78084 | 107119 | 19437 | 60786 |
| cfinv | -89202 | 28249 | -199420 | -52059 | -261912 | -129344 | -137819 | -120215 | 95213 |
| cffin | 98271 | 14642 | 34158 | 32987 | 596645 | 275993 | -126257 | 132348 | 237210 |
| cfopmargin | 22.66% | -10.75% | 14.35% | 3.54% | -66.62% | 64.19% | 83.23% | 15.80% | 49.31% |
| cfinvmargin | -92.37% | 28.05% | -1.83 | -44.99% | -2.18 | -1.06 | -1.07 | -1.03 | 82.09% |
| cffinmargin | 1.02 | 14.54% | 31.40% | 28.51% | 4.97 | 2.27 | -98.11% | 1.15 | 1.95 |
| shares | 3657 | 3545 | 3383 | 3201 | 3060 | 2999 | 2943 | 3256 | 278 |
| fx | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 0 |
| price | 85.5 | 111 | 97.6 | 139 | 127 | 158 | 137 | 122 | 25.6 |
| dilution | NaN | -3.12% | -4.66% | -5.53% | -4.53% | -1.99% | -1.89% | -3.62% | 1.51% |
| dividend | 8476 | 8993 | 10109 | 12343 | 12690 | 12858 | 13562 | 11290 | 2053 |
| sharebb | NaN | 11037 | 16854 | 21563 | 18882 | 8599 | 8284 | 14203 | 5649 |
| ltdebtbb | NaN | 11165 | 2049 | 19168 | -4699 | -33443 | 16233 | 1746 | 19401 |
| mgtbb | NaN | 45837 | 63170 | 86061 | 623518 | 264007 | -88178 | 165736 | 250973 |
| divyld | 2.71% | 2.28% | 3.06% | 2.77% | 3.26% | 2.71% | 3.36% | 2.88% | 0.38% |
| sharebbyld | NaN | 3.12% | 4.66% | 5.53% | 4.53% | 1.99% | 1.89% | 3.62% | 1.51% |
| mgtyld | NaN | 11.62% | 19.13% | 19.28% | 1.60 | 55.58% | -21.86% | 40.69% | 63.60% |
Balance Sheet
| EndDate | 2016-12-31 | 2017-12-31 | 2018-12-31 | 2019-12-31 | 2020-12-31 | 2021-12-31 | 2022-12-31 | mean | std |
|---|---|---|---|---|---|---|---|---|---|
| sourceDate | 2019-02-26 | 2020-02-25 | 2021-02-23 | 2022-02-22 | 2022-02-22 | 2022-02-22 | 2023-02-21 | NaN | NaN |
| mktcap | 312537 | 394544 | 330285 | 446278 | 388796 | 474963 | 403328 | 392962 | 57866 |
| mktcapgrowth | NaN | 23.30% | -17.78% | 30.10% | -13.79% | 20.02% | -16.35% | 4.25% | 22.43% |
| totAsset | 2490972 | 2533600 | 2622532 | 2687379 | 3384757 | 3743567 | 3665743 | 3018364 | 556572 |
| assetgrowth | NaN | 1.70% | 3.45% | 2.44% | 23.07% | 10.08% | -2.10% | 6.44% | 9.06% |
| curAsset | None | None | None | None | None | None | None | NaN | NaN |
| curAssetPct | NaN | NaN | NaN | NaN | NaN | NaN | NaN | NaN | NaN |
| totLiab | 2236782 | 2277907 | 2366017 | 2426049 | 3105403 | 3449440 | 3373411 | 2747858 | 538948 |
| totLiabPct | 89.80% | 89.91% | 90.22% | 90.28% | 91.75% | 92.14% | 92.03% | 90.87% | 1.05% |
| curLiab | None | None | None | None | None | None | None | NaN | NaN |
| curLiabPct | NaN | NaN | NaN | NaN | NaN | NaN | NaN | NaN | NaN |
| ltDebt | 295245 | 284080 | 282031 | 262863 | 267562 | 301005 | 284772 | 282508 | 13672 |
| ltDebtPct | 11.85% | 11.21% | 10.75% | 9.78% | 7.90% | 8.04% | 7.77% | 9.62% | 1.72% |
| Equity | 254190 | 255693 | 256515 | 261330 | 279354 | 294127 | 292332 | 270506 | 17693 |
| EquityPct | 10.20% | 10.09% | 9.78% | 9.72% | 8.25% | 7.86% | 7.97% | 9.13% | 1.05% |
| PB | 1.23 | 1.54 | 1.29 | 1.71 | 1.39 | 1.61 | 1.38 | 1.45 | 17.59% |
Beta
len=92.0
mean=8.64%
sd=24.37%
alpha=-0.41%
beta=1.14
r_sq=61.37%
lastdate=2023-03-17
firstdate=2016-05-31
logret1y=-8.02%
Financial Snapshot
CompanyName=JPMorgan Chase & Co
ID=1
Name=Ordinary Shares
Ticker=JPM
ISIN=None
RIC=JPM
DisplayRIC=JPM.N
InstrumentPI=265360
QuotePI=1002379
InstrumentPermID=8590935416
QuotePermID=55838323481
Exchange=New York Stock Exchange
ExchangeCode=NYSE
ExchangeCountry=USA
CoStatus=Active
CoType=Equity Issue
LastModified=2023-02-27
LatestAvailableAnnual=2022-12-31
LatestAvailableInterim=2022-12-31
Employees=293723
SharesOut=2.943e+09
TotalFloat=2.906e+09
ReportingCurrency=USD
MostRecentExchange=1.0
Industry=Banks (NEC)
IndustryCode=5510101010
NPRICE=126
NHIG=144
NLOW=101
PDATE=2023-03-17
VOL10DAVG=26.4
EV=388686
MKTCAP=370304
AREV=92807
AEBITD=65777
ANIAC=35892
AEPSXCLXOR=12.1
AREVPS=43.3
ABVPS=99.6
ACSHPS=184
ACFSHR=14.5
ADIVSHR=4.00
AGROSMGN=-100000
AROEPCT=13.7
APR2REV=2.88
APEEXCLXOR=10.4
APRICE2BK=1.39
ConsRecom=2.07
TargetPrice=155
ProjLTGrowthRate=-99.50%
ProjPE=9.73
ProjSales=141130
ProjSalesQ=36219
ProjEPS=12.9
ProjEPSQ=3.47
ProjProfit=38316
ProjDPS=4.15
quoteccy=USD
quotefx=100.00%
exchgccy=USD
exchgfx=100.00%
tick=None
exchg=None
Valuation
ticker=JPM
exchg=AMEX
RIC=JPM
CompanyName=JPMorgan Chase & Co
ExchangeCode=NYSE
Industry=Banks (NEC)
IndustryCode=5510101010
sector=55 Financials
region=us
ccy=USD
fx=100.00%
mktcap_usd=370304
float_usd=365620
ConsensRecom=2.07
earning_yield=9.59%
growth=4.79%
dilution=-3.62%
margin=29.22%
searning_yield=7.93%
sgrowth=2.77%
smargin=24.17%
sdilution=-2.24%
projearning_yield=9.79%
earning_excl_yield=9.17%
div_ratio=23.72%
bb_ratio=35.96%
sh_payout_ratio=59.68%
PS=2.90
price=126
ratio=1.37
sratio=90.59%
sratiopaid=90.59%
ratioConsens=1.23
turnover=3.80%
cfmargin=-1.15
rdmargin=0
scfmargin=-2.95
quoteccy=USD
quotefx=100.00%
ratiopaid=1.37
dt=2023-03-17
assetgrowth=6.43%
dlnfx=0