JPM Stock Financial Analysis - JPMorgan Chase & Co. (WBAG) Stock

JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
€ 245,80 ↑3.05 (1.26%)
2025-07-10
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Overview
JPMorgan Chase & Co., headquartered in the United States, stands as a global leader in the financial services industry, offering a broad array of investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. As one of the largest and most respected banks worldwide, it maintains a strong presence with significant operations in over 100 countries. Key strategic projects of JPMorgan Chase & Co. include expanding its digital banking capabilities, enhancing cybersecurity measures across its platforms, and increasing its investments in sustainable and green finance initiatives to address climate change. These priorities underscore the firm's commitment to integrating innovative technologies and responsible practices within its expansive service offerings.
Quality, Value, Momentum Scores

This card shows the Quality, Value, and Momentum scores for the company

Quality

The QualityScore is a proprietary scoring model that identifies high quality companies, based on cash generating efficiencies.

Value

Proprietary scoring model that ranks companies based on their relative valuation. Scores range from 0 to 100, with 100 being the most undervalued.

Momentum

Proprietary scoring model that ranks companies on their six-month momentum.

Fund Sentiment

The Fund Sentiment (fka Ownership) score is a proprietary quantitative model that ranks companies based on levels of ownership accumulation.

QVM

The QVM Score is a proprietary scoring model that combines Quality, Value, and Momentum into a single metric that ranks companies from 0 to 100.

Income Statement: Revenue, Operating Income, Net Income
  • The revenue for JPMorgan Chase & Co. as of 30 June 2025 is 163,748.00 MM.
  • The operating income for JPMorgan Chase & Co. as of 30 June 2025 is 72,556.00 MM.
  • The net income for JPMorgan Chase & Co. as of 30 June 2025 is 56,533.00 MM.
Period End (TTM) Revenue (MM) Operating Income (MM) Net Income (MM)
2025-06-30 163,748.00 72,556.00 56,533.00
2025-03-31 168,714.00 76,739.00 59,695.00
2024-12-31 166,775.00 76,495.00 58,471.00
2024-09-30 162,148.00 73,344.00 53,773.00
2024-06-30 160,995.00 73,327.00 54,026.00
2024-03-31 149,662.00 65,713.00 50,349.00
2023-12-31 145,670.00 63,894.00 49,552.00
2023-09-30 142,411.00 61,733.00 51,253.00
2023-06-30 135,200.00 56,483.00 47,839.00
2023-03-31 129,118.00 52,127.00 42,016.00
2022-12-31 122,306.00 46,432.00 37,676.00
2022-09-30 120,585.00 45,962.00 37,067.00
2022-06-30 120,580.00 48,101.00 39,017.00
2022-03-31 123,730.00 52,445.00 42,316.00
2021-12-31 130,898.00 59,562.00 48,334.00
2021-09-30 131,584.00 62,646.00 50,071.00
2021-06-30 129,054.00 60,752.00 47,827.00
2021-03-31 118,892.00 51,248.00 40,566.00
2020-12-31 102,471.00 36,930.00 29,131.00
2020-09-30 98,104.00 32,284.00 25,515.00
2020-06-30
Income Statement: EPS
Period End (TTM) Earnings Per Share Basic Earnings Per Share Diluted
2025-06-30
2025-03-31 20.42 20.39
2024-12-31 19.79 19.75
2024-09-30 18.00 17.96
2024-06-30 17.94 17.92
2024-03-31 16.59 16.57
2023-12-31 16.25 16.23
2023-09-30 16.77 16.76
2023-06-30 15.56 15.55
2023-03-31 13.58 13.56
2022-12-31 12.10 12.09
2022-09-30 11.86 11.84
2022-06-30 12.49 12.46
2022-03-31 13.51 13.48
2021-12-31 15.39 15.36
2021-09-30 15.84 15.81
2021-06-30 15.02 14.99
2021-03-31 12.62 12.59
2020-12-31 8.89 8.88
2020-09-30 7.68 7.67
2020-06-30 7.48 7.47
Cash Flow: Operations, Investing, Financing
  • The cash from operating activities for JPMorgan Chase & Co. as of 30 June 2025 is -148,615.00 MM.
  • The cash from investing activities for JPMorgan Chase & Co. as of 30 June 2025 is -316,921.00 MM.
  • The cash from financing activities for JPMorgan Chase & Co. as of 30 June 2025 is 335,904.00 MM.
Period End (TTM) Cash From Operating Activities (MM) Cash From Investing Activities (MM) Cash From Financing Activities (MM)
2025-06-30 -148,615.00 -316,921.00 335,904.00
2025-03-31 -139,693.00 -238,100.00 240,338.00
2024-12-31 -42,012.00 -163,403.00 63,447.00
2024-09-30 -129,539.00 -101,141.00 143,255.00
2024-06-30 -10,339.00 -75,526.00 128,193.00
2024-03-31 -29,943.00 470.00 51,040.00
2023-12-31 12,974.00 67,643.00 -25,571.00
2023-09-30 53,965.00 -63,769.00 -132,018.00
2023-06-30 -9,358.00 -6,457.00 -160,585.00
2023-03-31 37,795.00 -41,417.00 -194,472.00
2022-12-31 107,119.00 -137,819.00 -126,257.00
2022-09-30 90,992.00 -186,447.00 14,065.00
2022-06-30 132,527.00 -288,244.00 143,995.00
2022-03-31 80,039.00 -217,343.00 189,854.00
2021-12-31 78,084.00 -129,344.00 275,993.00
2021-09-30 -35,063.00 -92,892.00 403,973.00
2021-06-30 -73,082.00 -45,344.00 326,177.00
2021-03-31 -3,693.00 -110,688.00 453,251.00
2020-12-31 -79,910.00 -261,912.00 596,645.00
2020-09-30 30,953.00 -213,764.00 407,668.00
2020-06-30
Valuation Metrics : PE, PriceToBook, PriceToTBV
P/Book
The current closing price divided by the book value per share.
P/TBV
The current price divided by the tangible book value per share.
Period End (TTM) p/e P/Book P/TBV
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
Valuation Metrics : EBitToEv, EBit3YrAvgToEv
Period End (TTM) EBIT/EV EBIT (3y)/EV
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
Management Effectiveness
  • The roa for JPMorgan Chase & Co. as of 30 June 2025 is 0.01.
  • The roe for JPMorgan Chase & Co. as of 30 June 2025 is 0.17.
  • The roic for JPMorgan Chase & Co. as of 30 June 2025 is 0.04.
  • The croic for JPMorgan Chase & Co. as of 30 June 2025 is -0.09.
  • The ocroic for JPMorgan Chase & Co. as of 30 June 2025 is -0.10.
Period End (TTM) ROA ROE ROIC CROIC OCROIC
2025-06-30 0.01 0.17 0.04 -0.09 -0.10
2025-03-31 0.01 0.18 0.05 -0.13 -0.04
2024-12-31 0.01 0.18 0.04 -0.06 -0.10
2024-09-30 0.01 0.17 0.04 0.01 -0.03
2024-06-30 0.01 0.17 0.04 0.01 -0.02
2024-03-31 0.01 0.17 0.04 0.05 0.01
2023-12-31 0.01 0.18 0.05 -0.12 0.05
2023-09-30 0.01 0.17 0.04 -0.16 -0.01
2023-06-30 0.01 0.17 0.05 -0.17 -0.01
2023-03-31 0.01 0.15 0.04 -0.22 0.04
2022-12-31 0.01 0.13 0.04 -0.12 0.10
2022-09-30 0.01 0.13 0.04 -0.12 0.10
2022-06-30 0.01 0.14 0.04 -0.04 0.14
2022-03-31 0.01 0.15 0.05 0.05 0.09
2021-12-31 0.01 0.17 0.05 0.22 -0.04
2021-09-30 0.02 0.18 0.05 0.28 -0.08
2021-06-30 0.01 0.18 0.08 0.35 -0.12
2021-03-31 0.01 0.16 0.04 0.33 -0.00
2020-12-31 0.01 0.11 0.03 0.28 -0.08
2020-09-30 0.01 0.10 0.03 0.25 0.03
2020-06-30 0.01 0.10 0.04 0.37 0.10
Gross Margins
  • The gross margin for JPMorgan Chase & Co. as of 30 June 2025 is 1.00.
  • The net margin for JPMorgan Chase & Co. as of 30 June 2025 is 0.35.
  • The operating margin for JPMorgan Chase & Co. as of 30 June 2025 is 0.45.
Gross Margin
The Gross Margin is the ratio of revenue left after substracting the Cost of Goods Sold. It is calculated as 1.0 - (Revenue - COGS ) / Revenue.
Net Margin
The Net Margin (aka Profit Margin) is the ratio of revenue left after substracting the Net Income. It is calculated as Net Income / Revenue.
Operating Margin
The Operaing Margin is the ratio of revenue left after substracting the Operating Income. It is calculated as Operating Income / Revenue.
Period End (TTM) Gross Margin Net Margin Operating Margin
2025-06-30 1.00 0.35 0.45
2025-03-31 1.00 0.35 0.46
2024-12-31 1.00 0.34 0.44
2024-09-30 1.00 0.34 0.43
2024-06-30 1.00 0.34 0.42
2024-03-31 1.00 0.34 0.43
2023-12-31 1.00 0.36 0.44
2023-09-30 1.00 0.35 0.42
2023-06-30 1.00 0.35 0.42
2023-03-31 1.00 0.33 0.41
2022-12-31 1.00 0.31 0.38
2022-09-30 1.00 0.31 0.38
2022-06-30 1.00 0.32 0.40
2022-03-31 1.00 0.34 0.42
2021-12-31 1.00 0.37 0.46
2021-09-30 1.00 0.38 0.48
2021-06-30 1.00 0.37 0.47
2021-03-31 1.00 0.34 0.43
2020-12-31 1.00 0.28 0.36
2020-09-30 1.00 0.26 0.33
2020-06-30 1.00 0.26 0.32
Identifiers and Descriptors
Central Index Key (CIK)19617
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