JPMorgan Short Long Term Debt vs Common Stock Analysis

JPM Stock

30.65 1.08 3.40%

JPMorgan Chase financial indicator trend analysis is infinitely more than just investigating JPMorgan Chase recent accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether JPMorgan Chase is a good investment. Please check the relationship between JPMorgan Chase Short Long Term Debt and its Common Stock accounts. Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

Short Long Term Debt vs Common Stock

Short Long Term Debt vs Common Stock Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of JPMorgan Chase Short Long Term Debt account and Common Stock. At this time, the significance of the direction appears to have fragmental relationship.

The correlation between JPMorgan Chase's Short Long Term Debt and Common Stock is 0.54. Overlapping area represents the amount of variation of Short Long Term Debt that can explain the historical movement of Common Stock in the same time period over historical financial statements of JPMorgan Chase Co, assuming nothing else is changed. The correlation between historical values of JPMorgan Chase's Short Long Term Debt and Common Stock is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Short Long Term Debt of JPMorgan Chase Co are associated (or correlated) with its Common Stock. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Common Stock has no effect on the direction of Short Long Term Debt i.e., JPMorgan Chase's Short Long Term Debt and Common Stock go up and down completely randomly.

Correlation Coefficient

0.54

Relationship Direction	Positive
Relationship Strength	Weak

View All Relationships

Short Long Term Debt

The total of a company's short-term and long-term borrowings.

Common Stock

Most indicators from JPMorgan Chase's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into JPMorgan Chase current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

As of the 19th of December 2024, Tax Provision is likely to drop to about 10 B. In addition to that, Selling General Administrative is likely to drop to about 45.8 B

	2021	2022	2023	2024 (projected)
Net Interest Income	52.3B	66.7B	89.3B	68.8B
Tax Provision	11.2B	8.5B	12.1B	10.0B

Net Interest Income Tax Provision

JPMorgan Chase fundamental ratios Correlations

	Total Assets	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Net Tangible Assets	Net Debt	Retained Earnings	Accounts Payable	Cash	Other Assets	Long Term Debt	Net Receivables	Good Will	Common Stock Shares Outstanding	Short Term Investments	Inventory	Other Current Assets	Other Stockholder Equity	Total Liab	Net Invested Capital	Long Term Investments	Short Long Term Debt	Total Current Assets	Capital Stock	Intangible Assets	Common Stock
Total Assets		0.72	0.99	0.95	0.93	-0.78	0.96	-0.13	0.97	0.91	0.78	0.92	0.9	-0.84	0.01	-0.97	0.94	-0.57	1.0	0.82	0.98	-0.8	0.98	0.88	0.47	-0.56
Other Current Liab	0.72		0.77	0.76	0.81	-0.49	0.76	-0.34	0.67	0.84	0.77	0.59	0.67	-0.45	-0.62	-0.72	0.77	-0.76	0.71	0.85	0.6	-0.27	0.81	0.51	0.86	-0.45
Total Current Liabilities	0.99	0.77		0.95	0.96	-0.74	0.97	-0.15	0.96	0.95	0.8	0.89	0.86	-0.77	-0.03	-0.95	0.96	-0.58	0.99	0.83	0.96	-0.76	0.99	0.86	0.55	-0.52
Total Stockholder Equity	0.95	0.76	0.95		0.99	-0.89	0.97	-0.42	0.88	0.97	0.81	0.86	0.95	-0.88	-0.13	-0.89	0.96	-0.69	0.95	0.88	0.9	-0.78	0.94	0.85	0.63	-0.74
Net Tangible Assets	0.93	0.81	0.96	0.99		-0.83	0.98	-0.4	0.86	0.99	0.84	0.85	0.9	-0.79	-0.17	-0.86	0.98	-0.7	0.93	0.89	0.88	-0.75	0.94	0.8	0.7	-0.66
Net Debt	-0.78	-0.49	-0.74	-0.89	-0.83		-0.81	0.62	-0.67	-0.79	-0.68	-0.74	-0.94	0.96	0.07	0.7	-0.77	0.63	-0.77	-0.75	-0.75	0.8	-0.7	-0.74	-0.47	0.93
Retained Earnings	0.96	0.76	0.97	0.97	0.98	-0.81		-0.28	0.88	0.98	0.89	0.93	0.91	-0.82	-0.12	-0.87	0.99	-0.72	0.95	0.91	0.93	-0.81	0.93	0.79	0.66	-0.61
Accounts Payable	-0.13	-0.34	-0.15	-0.42	-0.4	0.62	-0.28		0.02	-0.38	-0.27	-0.05	-0.44	0.41	0.47	0.07	-0.27	0.5	-0.11	-0.39	-0.01	0.15	-0.14	-0.15	-0.57	0.8
Cash	0.97	0.67	0.96	0.88	0.86	-0.67	0.88	0.02		0.84	0.66	0.85	0.81	-0.75	0.08	-0.97	0.87	-0.43	0.98	0.7	0.95	-0.71	0.96	0.93	0.36	-0.44
Other Assets	0.91	0.84	0.95	0.97	0.99	-0.79	0.98	-0.38	0.84		0.87	0.85	0.88	-0.76	-0.24	-0.83	0.99	-0.75	0.91	0.92	0.85	-0.72	0.92	0.76	0.76	-0.62
Long Term Debt	0.78	0.77	0.8	0.81	0.84	-0.68	0.89	-0.27	0.66	0.87		0.89	0.83	-0.7	-0.38	-0.67	0.87	-0.91	0.78	0.98	0.76	-0.68	0.74	0.45	0.78	-0.54
Net Receivables	0.92	0.59	0.89	0.86	0.85	-0.74	0.93	-0.05	0.85	0.85	0.89		0.88	-0.84	0.01	-0.81	0.91	-0.68	0.92	0.86	0.94	-0.88	0.83	0.7	0.48	-0.51
Good Will	0.9	0.67	0.86	0.95	0.9	-0.94	0.91	-0.44	0.81	0.88	0.83	0.88		-0.96	-0.18	-0.85	0.87	-0.75	0.9	0.89	0.87	-0.79	0.84	0.77	0.57	-0.84
Common Stock Shares Outstanding	-0.84	-0.45	-0.77	-0.88	-0.79	0.96	-0.82	0.41	-0.75	-0.76	-0.7	-0.84	-0.96		0.0	0.77	-0.77	0.62	-0.83	-0.75	-0.83	0.84	-0.73	-0.78	-0.37	0.85
Short Term Investments	0.01	-0.62	-0.03	-0.13	-0.17	0.07	-0.12	0.47	0.08	-0.24	-0.38	0.01	-0.18	0.0		0.0	-0.12	0.69	0.01	-0.46	0.15	-0.37	-0.08	0.19	-0.75	0.29
Inventory	-0.97	-0.72	-0.95	-0.89	-0.86	0.7	-0.87	0.07	-0.97	-0.83	-0.67	-0.81	-0.85	0.77	0.0		-0.84	0.47	-0.97	-0.73	-0.94	0.67	-0.97	-0.88	-0.38	0.52
Other Current Assets	0.94	0.77	0.96	0.96	0.98	-0.77	0.99	-0.27	0.87	0.99	0.87	0.91	0.87	-0.77	-0.12	-0.84		-0.7	0.94	0.9	0.9	-0.79	0.92	0.78	0.68	-0.56
Other Stockholder Equity	-0.57	-0.76	-0.58	-0.69	-0.7	0.63	-0.72	0.5	-0.43	-0.75	-0.91	-0.68	-0.75	0.62	0.69	0.47	-0.7		-0.57	-0.93	-0.5	0.41	-0.55	-0.28	-0.89	0.64
Total Liab	1.0	0.71	0.99	0.95	0.93	-0.77	0.95	-0.11	0.98	0.91	0.78	0.92	0.9	-0.83	0.01	-0.97	0.94	-0.57		0.82	0.98	-0.8	0.98	0.88	0.46	-0.55
Net Invested Capital	0.82	0.85	0.83	0.88	0.89	-0.75	0.91	-0.39	0.7	0.92	0.98	0.86	0.89	-0.75	-0.46	-0.73	0.9	-0.93	0.82		0.77	-0.63	0.8	0.54	0.83	-0.65
Long Term Investments	0.98	0.6	0.96	0.9	0.88	-0.75	0.93	-0.01	0.95	0.85	0.76	0.94	0.87	-0.83	0.15	-0.94	0.9	-0.5	0.98	0.77		-0.87	0.93	0.85	0.35	-0.49
Short Long Term Debt	-0.8	-0.27	-0.76	-0.78	-0.75	0.8	-0.81	0.15	-0.71	-0.72	-0.68	-0.88	-0.79	0.84	-0.37	0.67	-0.79	0.41	-0.8	-0.63	-0.87		-0.68	-0.68	-0.21	0.54
Total Current Assets	0.98	0.81	0.99	0.94	0.94	-0.7	0.93	-0.14	0.96	0.92	0.74	0.83	0.84	-0.73	-0.08	-0.97	0.92	-0.55	0.98	0.8	0.93	-0.68		0.87	0.53	-0.51
Capital Stock	0.88	0.51	0.86	0.85	0.8	-0.74	0.79	-0.15	0.93	0.76	0.45	0.7	0.77	-0.78	0.19	-0.88	0.78	-0.28	0.88	0.54	0.85	-0.68	0.87		0.24	-0.55
Intangible Assets	0.47	0.86	0.55	0.63	0.7	-0.47	0.66	-0.57	0.36	0.76	0.78	0.48	0.57	-0.37	-0.75	-0.38	0.68	-0.89	0.46	0.83	0.35	-0.21	0.53	0.24		-0.49
Common Stock	-0.56	-0.45	-0.52	-0.74	-0.66	0.93	-0.61	0.8	-0.44	-0.62	-0.54	-0.51	-0.84	0.85	0.29	0.52	-0.56	0.64	-0.55	-0.65	-0.49	0.54	-0.51	-0.55	-0.49

Click cells to compare fundamentals

JPMorgan Chase Account Relationship Matchups

JPMorgan Chase fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	2.7T	3.4T	3.7T	3.7T	3.9T	3.7T
Other Current Liab	75.6B	99.6B	114.6B	126.8B	145.9B	114.3B
Total Current Liabilities	2.1T	2.8T	3.1T	3.1T	3.5T	2.9T
Total Stockholder Equity	261.3B	279.4B	294.1B	292.3B	327.9B	313.8B
Net Tangible Assets	185.7B	199.1B	208.1B	212.0B	243.8B	217.2B
Retained Earnings	223.2B	237.0B	272.3B	296.5B	332.9B	286.2B
Accounts Payable	1.6T	2.2T	2.5T	2.4T	162.0B	153.9B
Cash	263.6B	527.6B	740.8B	567.2B	624.2B	550.4B
Other Assets	1.1T	1.1T	1.3T	1.3T	1.5T	1.3T
Long Term Debt	291.5B	281.7B	301.0B	422.7B	391.8B	361.3B
Good Will	47.8B	49.2B	50.3B	51.7B	52.6B	54.8B
Common Stock Shares Outstanding	3.1B	3.0B	2.9B	2.9B	2.9B	2.4B
Short Term Investments	350.7B	356.0B	290.3B	205.9B	192.5B	216.8B
Inventory	253M	152M	134M	157M	141.3M	147.5M
Other Current Assets	232.3B	235.6B	277.3B	292.0B	335.9B	273.8B
Other Stockholder Equity	1.5B	8.0B	(84M)	(17.3B)	(15.6B)	(14.8B)
Total Liab	2.4T	3.1T	3.4T	3.4T	3.5T	3.3T
Net Invested Capital	566.8B	576.2B	613.9B	731.7B	737.0B	698.0B
Long Term Investments	697.8B	930.3B	984.8B	1.0T	973.9B	951.0B
Short Long Term Debt	40.9B	45.2B	53.6B	44.0B	44.7B	39.7B
Total Current Assets	1.1T	1.5T	1.7T	1.6T	1.8T	1.6T
Capital Stock	31.1B	34.2B	38.9B	31.5B	36.2B	36.2B
Intangible Assets	5.5B	4.2B	6.4B	9.2B	11.7B	8.0B
Property Plant Equipment	49.4B	48.3B	44.6B	40.0B	46.0B	48.1B

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 together with JPMorgan Stock

0.73	NVDA	NVIDIA CDR	Pair Corr
0.75	AMZN	Amazon CDR	Pair Corr

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 Correlation Correlation 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:

How To Invest In JPMorgan

Details

Is JPMorgan Stock a good investment?

Details

What is JPMorgan Chase's Net Worth?

Details

Largest Diversified Banks Companies

View

Largest Banks - Diversified Companies

View

Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

JPMorgan Short Long Term Debt vs Common Stock Analysis

Short Long Term Debt vs Common Stock

Short Long Term Debt vs Common Stock Correlation Analysis

Correlation Coefficient

Short Long Term Debt

Common Stock

JPMorgan Chase fundamental ratios Correlations

JPMorgan Chase Account Relationship Matchups

High Positive Relationship

High Negative Relationship

JPMorgan Chase fundamental ratios Accounts

Pair Trading with JPMorgan Chase

Moving together with JPMorgan Stock

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Total Liab	+ 1.0	Total Assets
Total Current Liabilities	+ 0.99	Total Assets
Total Liab	+ 0.99	Total Current Liabilities
Total Current Assets	+ 0.99	Total Current Liabilities
Net Tangible Assets	+ 0.99	Total Stockholder Equity
Other Assets	+ 0.99	Net Tangible Assets

Total Current Assets	- 0.97	Inventory
Total Liab	- 0.97	Inventory
Inventory	- 0.97	Cash
Inventory	- 0.97	Total Assets
Common Stock Shares Outstanding	- 0.96	Good Will
Inventory	- 0.95	Total Current Liabilities