JPMorgan Financial Statements From 2010 to 2025

JPM Stock   34.30  0.23  0.68%   
JPMorgan Chase financial statements provide useful quarterly and yearly information to potential JPMorgan Chase Co investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on JPMorgan Chase financial statements helps investors assess JPMorgan Chase's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting JPMorgan Chase's valuation are summarized below:
Gross Profit
166.8 B
Profit Margin
0.3506
Market Capitalization
T
Enterprise Value Revenue
5.4925
Revenue
166.8 B
We have found sixty-one available fundamental trends for JPMorgan Chase, which can be analyzed and compared to other ratios and to its competitors. Self-guided Investors are advised to confirm JPMorgan Chase's regular fundamentals against the trend between 2010 and 2025 to make sure the company can sustain itself next year.

JPMorgan Chase Total Revenue

145.65 Billion

Check JPMorgan Chase financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among JPMorgan Chase's main balance sheet or income statement drivers, such as Tax Provision of 11.2 B, Net Interest Income of 73.5 B or Interest Income of 116.5 B, as well as many indicators such as . JPMorgan financial statements analysis is a perfect complement when working with JPMorgan Chase Valuation or Volatility modules.
  
This module can also supplement various JPMorgan Chase Technical models . Check out the analysis of JPMorgan Chase Correlation against competitors.

JPMorgan Chase Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets3.8 TTT
Slightly volatile
Other Current Liabilities114.3 B145.9 B108.2 B
Slightly volatile
Total Current Liabilities2.9 T3.5 T2.5 T
Slightly volatile
Total Stockholder Equity323.1 B344.8 B277 B
Slightly volatile
Net Tangible Assets217.2 B243.8 B194.9 B
Slightly volatile
Net Debt56.5 B61.9 B69.7 B
Slightly volatile
Retained Earnings304.4 B376.2 B239.7 B
Slightly volatile
Accounts Payable145.5 B153.2 B1.4 T
Slightly volatile
Cash545.5 B469.3 B390.5 B
Slightly volatile
Other Assets1.3 T1.5 T1.2 T
Slightly volatile
Long Term Debt370.9 B389.8 B311.7 B
Slightly volatile
Net Receivables110 B101.2 B86.6 B
Slightly volatile
Good Will55.3 B52.6 B49.2 B
Slightly volatile
Common Stock Shares Outstanding2.4 B2.8 B3.1 B
Slightly volatile
Short Term Investments317.8 B396.7 B261.5 B
Slightly volatile
Inventory147.5 M141.3 M198.5 M
Slightly volatile
Other Current Assets273.8 B335.9 B237.9 B
Slightly volatile
Total Liabilities3.4 T3.7 T2.8 T
Slightly volatile
Net Invested Capital720.7 B779 B622.6 B
Slightly volatile
Long Term Investments999.5 B1.2 T753.2 B
Slightly volatile
Short and Long Term Debt41.4 B64.5 B59.9 B
Slightly volatile
Total Current Assets1.6 T1.8 T1.3 T
Slightly volatile
Capital Stock25.3 B24.2 B30.5 B
Very volatile
Intangible Assets8.8 B12 B7.5 B
Slightly volatile
Common Stock3.3 B3.7 BB
Slightly volatile
Property Plant Equipment48.1 B46 B40.2 B
Slightly volatile
Property Plant And Equipment Net31.2 B32.2 B27.1 B
Slightly volatile
Other Liabilities6.3 B8.9 BB
Slightly volatile
Property Plant And Equipment Gross33 B32.2 B28.5 B
Slightly volatile

JPMorgan Chase Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Tax Provision11.2 B16.6 B9.3 B
Slightly volatile
Net Interest Income73.5 B92.6 B61.4 B
Slightly volatile
Interest Income116.5 B193.9 B92.3 B
Slightly volatile
Interest Expense106.4 B101.3 B34.9 B
Slightly volatile
Selling General Administrative48.1 B56.3 B40.3 B
Slightly volatile
Total Revenue145.7 B177.4 B121.5 B
Slightly volatile
Other Operating Expenses5.8 BB5.6 B
Slightly volatile
Net Income From Continuing Ops45.9 B58.5 B37.4 B
Slightly volatile
Reconciled Depreciation6.3 B7.9 B7.7 B
Slightly volatile
Income Before Tax57.1 B75.1 B46.6 B
Slightly volatile
Net Income Applicable To Common Shares38.5 B41.3 B33.5 B
Slightly volatile
Net Income45.9 B58.5 B37.4 B
Slightly volatile
Income Tax Expense9.5 B9.8 B8.6 B
Slightly volatile

JPMorgan Chase Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Begin Period Cash Flow551.7 B624.2 B469.5 B
Slightly volatile
Depreciation6.1 B7.9 B7.6 B
Slightly volatile
Net Income45 B58.5 B37 B
Slightly volatile
End Period Cash Flow526.4 B469.3 B381.7 B
Slightly volatile

JPMorgan Fundamental Market Drivers

Forward Price Earnings13.3511
Forward Annual Dividend Rate0.64

About JPMorgan Chase Financial Statements

JPMorgan Chase investors utilize fundamental indicators, such as revenue or net income, to predict how JPMorgan Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Last ReportedProjected for Next Year
Total Revenue177.4 B145.7 B

Pair Trading with JPMorgan Chase

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if JPMorgan Chase position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in JPMorgan Chase will appreciate offsetting losses from the drop in the long position's value.

Moving against JPMorgan Stock

  0.56FFH-PF Fairfax FinancialPairCorr
The ability to find closely correlated positions to JPMorgan Chase could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace JPMorgan Chase when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back JPMorgan Chase - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling JPMorgan Chase Co to buy it.
The correlation of JPMorgan Chase is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as JPMorgan Chase moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if JPMorgan Chase moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for JPMorgan Chase can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:
Check out the analysis of JPMorgan Chase Correlation against competitors.
You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.