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	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25	Q4 '24	Q3 '24	Q2 '24	Q1 '24	Q4 '23
Revenue	$49.84B	-	$46.43B	$44.91B	$45.31B	-	$42.65B	$50.20B	$41.93B	-
Cost of Revenue	-	-	-	-	-	-	-	-	-	-
Gross Profit	-	-	-	-	-	-	-	-	-	-
R&D	-	-	-	-	-	-	-	-	-	-
SG&A	-	-	-	-	-	-	-	-	-	-
Total Operating Expenses	-	-	-	-	-	-	-	-	-	-
D&A	-	-	-	-	-	-	-	-	-	-
Operating Income	$20.48B	-	$18.74B	$18.28B	$18.41B	-	$16.98B	$23.43B	$17.29B	-
Interest Expense	-	-	-	-	-	-	-	-	$24.36B	-
Income Tax	$3.98B	-	$4.35B	$3.30B	$3.77B	-	$4.08B	$5.29B	$3.87B	-
Net Income	$16.49B	-	$14.39B	$14.99B	$14.64B	-	$12.90B	$18.15B	$13.42B	-
EPS - Basic	$5.95	-	$5.08	$5.25	$5.08	-	$4.38	$6.13	$4.45	-
EPS - Diluted	$5.94	-	$5.07	$5.24	$5.07	-	$4.37	$6.12	$4.44	-

Balance Sheet

Line item	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25	Q4 '24	Q3 '24	Q2 '24	Q1 '24	Q4 '23
Cash & Equivalents	$312.14B	$343.34B	$303.44B	$420.33B	$425.90B	$469.32B	$434.26B	$530.82B	$562.12B	$624.15B
Accounts Receivable	-	-	-	-	-	-	-	-	-	-
Inventory	-	-	-	-	-	-	-	-	-	-
Accounts Payable	-	-	-	-	-	-	-	-	-	-
Current Assets	-	-	-	-	-	-	-	-	-	-
Total Assets	$4900.48B	$4424.90B	$4560.20B	$4552.48B	$4357.86B	$4002.81B	$4210.05B	$4143.00B	$4090.73B	$3875.39B
Current Liabilities	-	-	-	-	-	-	-	-	-	-
Long-term Debt	-	-	-	-	-	-	-	-	-	-
Total Liabilities	$4536.44B	$4062.46B	$4199.99B	$4195.56B	$4006.44B	$3658.06B	$3864.21B	$3802.45B	$3754.09B	$3547.51B
Stockholders' Equity	$364.04B	$362.44B	$360.21B	$356.92B	$351.42B	$344.76B	$345.84B	$340.55B	$336.64B	$327.88B
Retained Earnings	$428.21B	$416.06B	$407.40B	$397.42B	$386.62B	$376.17B	$365.97B	$356.92B	$342.41B	$332.90B

Cash Flow

Line item	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25	Q4 '24	Q3 '24	Q2 '24	Q1 '24	Q4 '23
Operating Cash Flow	($211.76B)	-	-	-	($251.84B)	-	-	-	($154.16B)	-
Investing Cash Flow	($217.77B)	-	-	-	($118.08B)	-	-	-	($43.38B)	-
Financing Cash Flow	$400.68B	-	-	-	$318.06B	-	-	-	$141.17B	-
CapEx	-	-	-	-	-	-	-	-	-	-
Free Cash Flow	-	-	-	-	-	-	-	-	-	-

Ratios

Metric	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25	Q4 '24	Q3 '24	Q2 '24	Q1 '24	Q4 '23
Profitability
Gross margin	-	-	-	-	-	-	-	-	-	-
Operating margin	41.1%	-	40.4%	40.7%	40.6%	-	39.8%	46.7%	41.2%	-
EBITDA margin	-	-	-	-	-	-	-	-	-	-
Net margin	33.1%	-	31.0%	33.4%	32.3%	-	30.2%	36.2%	32.0%	-
Free cash flow margin	-	-	-	-	-	-	-	-	-	-
FCF / Net income	-	-	-	-	-	-	-	-	-	-
R&D / Revenue	-	-	-	-	-	-	-	-	-	-
SG&A / Revenue	-	-	-	-	-	-	-	-	-	-
Effective tax rate	19.5%	-	23.2%	18.0%	20.5%	-	24.0%	22.6%	22.4%	-
Return on assets	0.3%	-	0.3%	0.3%	0.3%	-	0.3%	0.4%	0.3%	-
Return on equity	4.5%	-	4.0%	4.2%	4.2%	-	3.7%	5.3%	4.0%	-
Return on invested capital	-	-	-	-	-	-	-	-	-	-
Liquidity
Current ratio	-	-	-	-	-	-	-	-	-	-
Quick ratio	-	-	-	-	-	-	-	-	-	-
Cash ratio	-	-	-	-	-	-	-	-	-	-
Leverage
Debt / Equity	-	-	-	-	-	-	-	-	-	-
Debt / Assets	-	-	-	-	-	-	-	-	-	-
Debt / EBITDA	-	-	-	-	-	-	-	-	-	-
Interest coverage	-	-	-	-	-	-	-	-	0.7x	-
Equity multiplier	13.46	12.21	12.66	12.75	12.40	11.61	12.17	12.17	12.15	11.82
Liabilities / Assets	0.93	0.92	0.92	0.92	0.92	0.91	0.92	0.92	0.92	0.92
Efficiency
Asset turnover	0.01	-	0.01	0.01	0.01	-	0.01	0.01	0.01	-
Inventory turnover	-	-	-	-	-	-	-	-	-	-
Days sales outstanding	-	-	-	-	-	-	-	-	-	-
Days inventory outstanding	-	-	-	-	-	-	-	-	-	-
Days payable outstanding	-	-	-	-	-	-	-	-	-	-
Cash conversion cycle	-	-	-	-	-	-	-	-	-	-
Valuation
P / E	49.5x	-	62.2x	55.3x	48.4x	-	48.3x	33.0x	45.1x	-
P / B	2.2x	-	2.4x	2.3x	2.0x	-	1.7x	1.7x	1.7x	-
P / S	16.1x	-	18.8x	18.0x	15.3x	-	14.2x	11.7x	13.9x	-
EV / EBITDA	-	-	-	-	-	-	-	-	-	-
Growth
Revenue growth (YoY)	10.0%	-	8.8%	-10.5%	8.1%	-	7.0%	21.5%	9.3%	-
Revenue CAGR (3y)	9.1%	-	12.4%	13.5%	13.8%	-	12.9%	18.1%	9.1%	-
Revenue CAGR (5y)	9.1%	-	9.8%	6.4%	9.9%	-	7.8%	11.7%	7.6%	-
Gross profit growth (YoY)	-	-	-	-	-	-	-	-	-	-
Operating income growth (YoY)	11.3%	-	10.4%	-22.0%	6.4%	-	1.5%	33.3%	8.3%	-
Net income growth (YoY)	12.6%	-	11.6%	-17.4%	9.1%	-	-1.9%	25.4%	6.3%	-
EPS growth (YoY)	17.2%	-	16.0%	-14.4%	14.2%	-	0.9%	28.8%	8.3%	-
EPS CAGR (3y)	13.2%	-	17.6%	23.8%	24.5%	-	5.3%	17.4%	-0.4%	-
EPS CAGR (5y)	5.7%	-	11.7%	30.6%	45.4%	-	10.3%	16.8%	10.9%	-
FCF growth (YoY)	-	-	-	-	-	-	-	-	-	-
FCF CAGR (5y)	-	-	-	-	-	-	-	-	-	-
Book value growth (YoY)	3.6%	5.1%	4.2%	4.8%	4.4%	5.1%	9.0%	9.0%	11.1%	12.2%

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%

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