JP Morgan Chase & Co.

Dividend Per Share TTM ($)	4.25
Forward Annual Dividend Yield	2.52%
Ex Dividend Date (MM/DD/YYYY)	4/4/2024
Dividend Pay Date (MM/DD/YYYY)	4/30/2024
Dividend Yield (TTM)	1.72%
Forward Annual Dividend Rate ($)	4.60
Dividend Payout Ratio	19.58
Dividend Per Share 5 Year CAGR	0.00%

Analyst Estimates

EPS Estimate Current Year ($)	15.78
EPS Estimate Next Year ($)	16.02
EPS Estimate Next Quarter ($)	3.94
EPS Estimate Current Quarter ($)	4.09
Current Target Price ($)	197.5
Next 5 Year Growth Rate (%)	5.0
1 week Ago Target Price ($)	194.17
2 week Ago Target Price ($)	192.71
3 week Ago Target Price ($)	191.46

Financial Health

Cash Flow Per Share TTM ($)	4.50
Current Ratio	0.00
Quick Ratio	0.00
Debt to Equity Ratio (Last Quarter)	1.45
Long term debt per share (Last Quarter)	136.03
F Score	4.0

Technicals

RSI (14 Day)	29.80
14 Day SMA ($)	193.04
14 Day EMA ($)	189.81
Money Flow Index	89.67
Average True Range	3.62
50 Day SMA ($)	187.91
200 Day SMA ($)	162.50
ADX	31.97
MACD	0.59

Growth

Free Cash Flow QoQ Growth	0.00%
Free Cash Flow YoY Growth	0.00%
Revenue YoY Growth	0.00%
EPS QoQ Growth	0.00%
Revenue QoQ Growth	0.00%
EPS YoY Growth	0.00%

Profitability

Return on Assets TTM (%)	1.27
Profit Margin TTM (%)	-3.9
Return on Equity TTM (%)	16.89
Return on Capital TTM (%)	-0.65
Interest Coverage Ratio	0.00
Gross Margin TTM (%)

Peers

Stock	Dividend	Market Cap (B)	PE	Price ($)
BAC	0.0173	405 B	13	48.51
BCS
C	0.0307	132 B	6.5	66.36
DB	0.0143	30 B	13.5	15.66
HSBC
KEY	0.0295	24 B	9.5	26.41
PNC	0.0238	88 B	16.2	209.7
UBS	0.009	70 B	8.8	20.61
USB	0.0308	88 B	11.4	59.58
WFC	0.0178	216 B	12.7	57.33

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Financials

Income Statement

Balance Sheet

Cash Flow

JPM Income Statement

Annual

	Dec-14	Dec-15	Dec-16	Dec-17	Dec-18	Dec-19	Dec-20	Dec-21	Dec-22	Dec-23
AccruedPreferredStockDividends	1,125 M	1,515 M	1,647 M	1,663 M	1,551 M	1,587 M	1,583 M	-46,503 M	-35,892 M	-47,760 M
Amortization of intangibles	-80 M	-160 M	-72 M						145 M	315 M
Basic EPS from continuing operations	5.34	6.05	6.24	6.35	9.04	10.75	8.89	15.39	12.1	16.25
Basic EPS total	5.34	6.05	6.24	6.35	9.04	10.75	8.89	15.39	12.1	16.25
Basic weighted shares outstanding	3,764 M	3,700 M	3,619 M	3,552 M	3,396 M	3,222 M	3,082 M	3,022 M	2,966 M	2,939 M
CreditLossesProvision	3,139 M	3,827 M	5,361 M	5,290 M	4,871 M	5,585 M	17,480 M	9,256 M	6,389 M	9,320 M
Diluted EPS total	5.29	6.0	6.19	6.31	9.0	10.72	8.88	15.36	12.09	16.23
Diluted normalized net income/share	5.29	6.0	6.19	6.31	9.0	10.72	8.88	15.36	12.09	16.23
Diluted weighted shares outstanding	3,798 M	3,733 M	3,650 M	3,577 M	3,414 M	3,230 M	3,087 M	3,027 M	2,970 M	2,943 M
Dividends paid per share	1.58	1.72	1.88	2.12	2.72	3.4	3.6	3.8	4.0	4.1
FeesAndCommissions	6,097 M	6,126 M	4,920 M	-66 M	-395 M	258 M	802 M	-345 M	-2,380 M	-3,180 M
GainOnSaleOfBusiness										2,775 M
GeneralAndAdministrativeExpense	1,037 M	1,227 M	1,296 M	1,492 M	1,239 M	457 M	717 M		860 M	4,203 M
ImpairmentOfCapitalAssets	2 M
Income before tax	30,699 M	30,702 M	34,536 M	35,900 M	40,764 M	44,545 M	35,815 M	59,562 M	46,166 M	61,612 M
Income restructuring and M&A										-339 M
Income taxes	8,954 M	6,260 M	9,803 M	11,459 M	8,290 M	8,114 M	6,684 M	11,228 M	8,490 M	12,060 M
InsuranceAndClaims	1,037 M	1,227 M	1,296 M	1,492 M	1,239 M	457 M	717 M		860 M	4,203 M
Interest expense	7,897 M	7,463 M	9,818 M	14,275 M	21,041 M	26,795 M	9,960 M	5,553 M	26,097 M	81,321 M
InterestExpenseForDeposit	1,633 M	1,252 M	1,356 M	2,857 M	5,973 M	8,957 M	2,357 M	531 M	10,082 M	40,016 M
InterestExpenseForLongTermDebt	4,409 M	4,435 M	5,564 M	6,753 M	7,978 M	8,807 M	5,764 M	4,282 M	8,075 M	15,803 M
InterestExpenseForLongTermDebtAndCapitalSecurities	4,409 M	4,435 M	5,564 M	6,753 M	7,978 M	8,807 M	5,764 M	4,282 M	8,075 M	15,803 M
InterestExpenseForShortTermDebt	604 M	609 M	1,089 M	1,611 M	3,066 M	4,630 M	1,058 M	274 M	3,721 M	13,259 M
InterestIncome	51,531 M	50,973 M	55,901 M	64,372 M	76,100 M	84,040 M	64,523 M	57,864 M	92,807 M	170,588 M
InterestIncomeAfterProvisionForLoanLoss	40,495 M	39,683 M	40,722 M	44,807 M	50,188 M	51,660 M	37,083 M	43,055 M	60,321 M	79,947 M
InterestIncomeFromDeposits	1,157 M	1,250 M	1,863 M	4,238 M	5,907 M	3,887 M	749 M	512 M	9,039 M	21,797 M
InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell	1,642 M	1,592 M	2,265 M	2,327 M	3,819 M	6,146 M	2,436 M	958 M	4,632 M	15,079 M
InterestIncomeFromInvestmentSecurities	51,531 M	50,973 M	55,901 M	64,372 M	76,100 M	84,040 M	64,523 M	57,864 M	92,807 M	170,588 M
InterestIncomeFromLeases	1,699 M	2,081 M	2,724 M	3,613 M	4,540 M	5,455 M	5,539 M	4,914 M	3,654 M	2,843 M
InterestIncomeFromLoans	51,749 M	108,962 M	80,996 M	44,807 M	50,188 M	51,855 M	43,758 M	61,567 M	60,321 M	83,384 M
InterestIncomeFromLoansAndLease	53,448 M	111,043 M	83,720 M	48,420 M	54,728 M	57,310 M	49,297 M	66,481 M	63,975 M	86,227 M
InterestIncomeFromSecurities	51,531 M	50,973 M	55,901 M	64,372 M	76,100 M	84,040 M	64,523 M	57,864 M	92,807 M	170,588 M
InvestmentBankingProfit	6,542 M	6,751 M	6,448 M	7,412 M	7,550 M	7,501 M	9,486 M	13,216 M	6,686 M	6,519 M
MarketingExpense	2,550 M	2,708 M	2,897 M	2,900 M	3,290 M	3,351 M	2,476 M	3,036 M	3,911 M	4,591 M
MinorityInterests	231,727 M	247,573 M
Net income from total operations	21,745 M	24,442 M	24,733 M	24,441 M	32,474 M	36,431 M	29,131 M	48,334 M	37,676 M	49,552 M
NetIncomeCommonStockholders	20,077 M	22,406 M	22,834 M	22,567 M	30,709 M	34,642 M	27,410 M	46,503 M	35,892 M	47,760 M
NetIncomeContinuousOperations	21,745 M	24,442 M	24,733 M	24,441 M	32,474 M	36,431 M	29,131 M	48,334 M	37,676 M	49,552 M
NetInterestIncome	43,634 M	43,510 M	46,083 M	50,097 M	55,059 M	57,245 M	54,563 M	52,311 M	66,710 M	89,267 M
NetOccupancyExpense	3,909 M	3,768 M	3,638 M	3,723 M	3,952 M	4,322 M	4,449 M	4,516 M	4,696 M	4,590 M
NonInterestExpense	61,274 M	59,014 M	55,771 M	59,515 M	63,394 M	65,269 M	66,656 M	71,343 M	76,140 M	87,172 M
NonInterestIncome	51,478 M	50,033 M	49,585 M	50,608 M	53,970 M	58,154 M	65,388 M	69,338 M	61,985 M	68,837 M
NonRecurringOperationExpense				-35 M	72 M	239 M	1,115 M	426 M	266 M	1,436 M
Normalized income	21,826 M	21,560 M	24,067 M	24,902 M	32,490 M	22,307 M	2,389 M			24,091 M
OccupancyAndEquipment	3,909 M	3,768 M	3,638 M	3,723 M	3,952 M	4,322 M	4,449 M	4,516 M	4,696 M	4,590 M
Other special charges	1,872 M	1,604 M	1,619 M	1,602 M	214 M	-13,123 M	-27,020 M	-16,475 M	-19,660 M	-22,904 M
OtherCustomerServices	6,020 M	5,924 M	4,779 M	4,433 M
OtherGandA	1,037 M	1,227 M	1,296 M	1,492 M	1,239 M	457 M	717 M		860 M	4,203 M
OtherInterestExpense	7,897 M	7,463 M	9,818 M	14,275 M	21,041 M	26,795 M	9,960 M	5,553 M	26,097 M	81,321 M
OtherInterestIncome	95,112 M	93,543 M	95,668 M	100,705 M	109,029 M	115,399 M	119,951 M	121,649 M	128,695 M	158,104 M
OtherNonInterestExpense	16,950 M	15,786 M	12,602 M	13,794 M	14,533 M	14,908 M	16,279 M	15,410 M	15,723 M	21,291 M
OtherNonInterestIncome	28,308 M	26,748 M	26,651 M	31,915 M	34,756 M	36,377 M	37,079 M	40,163 M	37,767 M	41,038 M
OtherunderPreferredStockDividend	1,125 M	1,515 M	1,647 M	1,663 M	1,551 M	1,587 M	1,583 M	-46,503 M	-35,892 M	-47,760 M
PreferredStockDividends	1,125 M	1,515 M	1,647 M	1,663 M	1,551 M	1,587 M	1,583 M	-46,503 M	-35,892 M	-47,760 M
ProfessionalExpenseAndContractServicesExpense	7,705 M	7,002 M	6,655 M	7,890 M	8,502 M	8,533 M	8,464 M	9,814 M	10,174 M	10,235 M
Revenue per share	1,020 M	940 M	1,128 M	1,700 M	1,200 M	1,100 M	1,200 M	1,300 M	1,545 M	1,915 M
SalariesAndWages	30,160 M	29,750 M	29,979 M	31,208 M	33,117 M	34,155 M	34,988 M	38,567 M	41,636 M	46,465 M
SecuritiesActivities	77 M	202 M	141 M	-66 M	-395 M	258 M	802 M	-345 M	-2,380 M	-3,180 M
Selling Gen & administrative expense	32,710 M	32,458 M	32,876 M	34,108 M	36,407 M	37,506 M	37,464 M	41,603 M	45,547 M	51,056 M
SellingAndMarketingExpense	2,550 M	2,708 M	2,897 M	2,900 M	3,290 M	3,351 M	2,476 M	3,036 M	3,911 M	4,591 M
ServiceChargeOnDepositorAccounts	2,884 M	4,546 M	4,660 M	1,886 M	1,778 M	1,639 M	1,325 M	1,298 M	1,535 M	1,590 M
Special income/charges	-16,950 M	-15,786 M	-12,602 M	-13,794 M	-14,533 M	-14,908 M	-16,279 M	-15,410 M	-15,723 M	-21,291 M
Total common shares outstanding	3,728 M	3,670 M	3,572 M	3,432 M	3,274 M	3,074 M	3,052 M	2,953 M	2,943 M	2,880 M
Total net income	21,745 M	24,442 M	24,733 M	24,441 M	32,474 M	36,431 M	29,131 M	48,334 M	37,676 M	49,552 M
Total ordinary shares	2,880 M	2,880 M	2,880 M	2,880 M	2,880 M	2,880 M	2,880 M	2,880 M	2,880 M	2,880 M
Total revenues	95,112 M	93,543 M	95,668 M	100,705 M	109,029 M	115,399 M	119,951 M	121,649 M	128,695 M	158,104 M
TotalRevenue	95,112 M	93,543 M	95,668 M	100,705 M	109,029 M	115,399 M	119,951 M	121,649 M	128,695 M	158,104 M
TradingGainLoss	-10,531 M	-10,408 M	-11,566 M	-11,347 M	-12,059 M	-14,018 M	-18,021 M	-16,304 M	-19,912 M	-24,460 M
TrustFeesbyCommissions	2,270 M	2,304 M	2,151 M	2,239 M	2,505 M	2,439 M	2,959 M	3,046 M	2,831 M	2,820 M

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JP Morgan Chase & Co.

Sector: Financial Services

Industry: Banks - Global

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Valuation

Price per Sales TTM ($)

Price per Book TTM ($)

PE Ratio (TTM)

Book Value per Share ($)

5 Year PE Range

Returns

7 Day Return

1 Month Return

3 Month Return

1 Year Return

3 Year Return

5 Year Return

YTD Return

Risk

Custom Beta One Year

Custom Beta Three Years

Beneish M Score

Altman Z Score

Ranks

MarketXLS Value Score

MarketXLS Quality Score

MarketXLS Technical Score

MarketXLS Rank

Dividends

Dividend Per Share TTM ($)

Forward Annual Dividend Yield

Ex Dividend Date (MM/DD/YYYY)

Dividend Pay Date (MM/DD/YYYY)

Dividend Yield (TTM)

Forward Annual Dividend Rate ($)

Dividend Payout Ratio

Dividend Per Share 5 Year CAGR

Analyst Estimates

EPS Estimate Current Year ($)

EPS Estimate Next Year ($)

EPS Estimate Next Quarter ($)

EPS Estimate Current Quarter ($)

Current Target Price ($)

Next 5 Year Growth Rate (%)

1 week Ago Target Price ($)

2 week Ago Target Price ($)

3 week Ago Target Price ($)

Financial Health

Cash Flow Per Share TTM ($)

Current Ratio

Quick Ratio

Debt to Equity Ratio (Last Quarter)

Long term debt per share (Last Quarter)

F Score

Technicals

RSI (14 Day)

14 Day SMA ($)

14 Day EMA ($)

Money Flow Index

Average True Range

50 Day SMA ($)

200 Day SMA ($)

ADX

MACD

Growth

Free Cash Flow QoQ Growth

Free Cash Flow YoY Growth

Revenue YoY Growth

EPS QoQ Growth

Revenue QoQ Growth

EPS YoY Growth

Profitability

Return on Assets TTM (%)

Profit Margin TTM (%)

Return on Equity TTM (%)

Return on Capital TTM (%)

Interest Coverage Ratio

Gross Margin TTM (%)

Peers

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