JPM · Jpmorgan Chase & Co - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · JPM

1Y 3Y 5Y Max

Annual Quarterly

Income Statement

Line item	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$182.45B	$177.56B	$158.10B	$128.69B	$121.65B	$119.54B
Cost of Revenue	-	-	-	-	-	-
Gross Profit	-	-	-	-	-	-
R&D	-	-	-	-	-	-
SG&A	-	-	-	-	-	-
Total Operating Expenses	-	-	-	-	-	-
D&A	-	-	-	-	-	-
Operating Income	$72.59B	$75.08B	$61.61B	$46.17B	$59.56B	$35.41B
Interest Expense	-	-	$81.32B	$26.10B	$5.55B	$9.96B
Income Tax	$15.55B	$16.61B	$12.06B	$8.49B	$11.23B	$6.28B
Net Income	$57.05B	$58.47B	$49.55B	$37.68B	$48.33B	$29.13B
EPS - Basic	$20.05	$19.79	$16.25	$12.10	$15.39	$8.89
EPS - Diluted	$20.02	$19.75	$16.23	$12.09	$15.36	$8.88

Balance Sheet

Line item	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Cash & Equivalents	$343.34B	$469.32B	$624.15B	$567.23B	$740.83B	$527.61B
Accounts Receivable	-	-	-	-	-	-
Inventory	-	-	-	-	-	-
Accounts Payable	-	-	-	-	-	-
Current Assets	-	-	-	-	-	-
Total Assets	$4424.90B	$4002.81B	$3875.39B	$3665.74B	$3743.57B	$3386.07B
Current Liabilities	-	-	-	-	-	-
Long-term Debt	-	-	-	-	-	-
Total Liabilities	$4062.46B	$3658.06B	$3547.51B	$3373.41B	$3449.44B	$3106.72B
Stockholders' Equity	$362.44B	$344.76B	$327.88B	$292.33B	$294.13B	$279.35B
Retained Earnings	$416.06B	$376.17B	$332.90B	$296.46B	$272.27B	$236.99B

Cash Flow

Line item	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Operating Cash Flow	($147.78B)	($42.01B)	$12.97B	$107.12B	$78.08B	($79.91B)
Investing Cash Flow	($265.56B)	($163.40B)	$67.64B	($137.82B)	($129.34B)	($261.91B)
Financing Cash Flow	$269.53B	$63.45B	($25.57B)	($126.26B)	$275.99B	$596.64B
CapEx	-	-	-	-	-	-
Free Cash Flow	-	-	-	-	-	-

Ratios

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Profitability
Gross margin	-	-	-	-	-	-
Operating margin	39.8%	42.3%	39.0%	35.9%	49.0%	29.6%
EBITDA margin	-	-	-	-	-	-
Net margin	31.3%	32.9%	31.3%	29.3%	39.7%	24.4%
Free cash flow margin	-	-	-	-	-	-
FCF / Net income	-	-	-	-	-	-
R&D / Revenue	-	-	-	-	-	-
SG&A / Revenue	-	-	-	-	-	-
Effective tax rate	21.4%	22.1%	19.6%	18.4%	18.9%	17.7%
Return on assets	1.3%	1.5%	1.3%	1.0%	1.3%	0.9%
Return on equity	15.7%	17.0%	15.1%	12.9%	16.4%	10.4%
Return on invested capital	-	-	-	-	-	-
Liquidity
Current ratio	-	-	-	-	-	-
Quick ratio	-	-	-	-	-	-
Cash ratio	-	-	-	-	-	-
Leverage
Debt / Equity	-	-	-	-	-	-
Debt / Assets	-	-	-	-	-	-
Debt / EBITDA	-	-	-	-	-	-
Interest coverage	-	-	0.8x	1.8x	10.7x	3.6x
Equity multiplier	12.21	11.61	11.82	12.54	12.73	12.12
Liabilities / Assets	0.92	0.91	0.92	0.92	0.92	0.92
Efficiency
Asset turnover	0.04	0.04	0.04	0.04	0.03	0.04
Inventory turnover	-	-	-	-	-	-
Days sales outstanding	-	-	-	-	-	-
Days inventory outstanding	-	-	-	-	-	-
Days payable outstanding	-	-	-	-	-	-
Cash conversion cycle	-	-	-	-	-	-
Valuation
P / E	16.1x	12.1x	10.5x	11.1x	10.3x	14.3x
P / B	2.5x	2.0x	1.5x	1.4x	1.6x	1.4x
P / S	4.9x	3.9x	3.2x	3.1x	3.9x	3.3x
EV / EBITDA	-	-	-	-	-	-
Growth
Revenue growth (YoY)	2.8%	12.3%	22.9%	5.8%	1.8%	3.4%
Revenue CAGR (3y)	12.3%	13.4%	9.8%	3.6%	3.7%	6.3%
Revenue CAGR (5y)	8.8%	9.0%	7.7%	5.3%	4.9%	4.2%
Gross profit growth (YoY)	-	-	-	-	-	-
Operating income growth (YoY)	-3.3%	21.9%	33.5%	-22.5%	68.2%	-1.4%
Net income growth (YoY)	-2.4%	18.0%	31.5%	-22.1%	65.9%	-20.0%
EPS growth (YoY)	1.4%	21.7%	34.2%	-21.3%	73.0%	-17.2%
EPS CAGR (3y)	18.3%	8.7%	22.3%	4.1%	19.5%	12.1%
EPS CAGR (5y)	17.7%	13.0%	12.5%	13.9%	19.9%	8.2%
FCF growth (YoY)	-	-	-	-	-	-
FCF CAGR (5y)	-	-	-	-	-	-
Book value growth (YoY)	5.1%	5.1%	12.2%	-0.6%	5.3%	6.9%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$178.56B total

Commercial And Investment Bank$78.45B · 43.9%

Consumer Community Banking$76.03B · 42.6%

Assetand Wealth Management Segment$24.07B · 13.5%

Geographic

$225.21B total

North America$139.69B · 62.0%

Total International$42.76B · 19.0%

EMEA$24.48B · 10.9%

Asia Pacific$14.06B · 6.2%

Latin America$4.21B · 1.9%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

2/9

Weak

✓Net income positive
✗Operating cash flow positive
✗ROA improved YoY
✗Cash flow > net income
-Long-term debt decreased
-Current ratio improved
✓No share dilution
-Gross margin improved
✗Asset turnover improved

Peer comparison

Same SIC group: National Commercial Banks

Company	Revenue (last FY)	Net margin	ROE
HBAN	-	-	-
UMBF	-	-	9.1%
ZION	$662.00M	135.8%	12.5%
SFNC	$5.63M	-7060.1%	-11.6%
BAC	$113.10B	27.0%	10.1%

Comparing JPMORGAN CHASE & CO against the 5 most active filers in the same SIC group.

Dividends

$5.90/share trailing 12 months · +16.8% YoY

Ex-date	Per share
Apr 6, 2026	$1.5000
Jan 6, 2026	$1.5000
Oct 6, 2025	$1.5000
Jul 3, 2025	$1.4000
Apr 4, 2025	$1.4000
Jan 6, 2025	$1.2500
Oct 4, 2024	$1.2500
Jul 5, 2024	$1.1500
Apr 4, 2024	$1.1500
Jan 4, 2024	$1.0500
Oct 5, 2023	$1.0500
Jul 5, 2023	$1.0000
Apr 5, 2023	$1.0000
Jan 5, 2023	$1.0000
Oct 5, 2022	$1.0000
Jul 5, 2022	$1.0000
Apr 5, 2022	$1.0000
Jan 5, 2022	$1.0000
Oct 5, 2021	$1.0000
Jul 2, 2021	$0.9000
Apr 5, 2021	$0.9000
Jan 5, 2021	$0.9000
Oct 5, 2020	$0.9000
Jul 2, 2020	$0.9000