JPMorgan Chase & Co.

NYSE-JPM

Basic

Market Cap
—
EV
—
Shares Out
—
Revenue
$162.15B
Employees
316,043

Margins

Gross
—
EBITDA
—
Operating
—
Pre-Tax
42.57%
Net
33.16%
FCF
-79.89%

Returns (5Yr Avg)

ROA
1.18%
ROTA
14.81%
ROE
14.42%
ROCE
—
ROIC
1.75%

Valuation (TTM)

P/E
—
P/B
—
EV/Sales
—
EV/EBITDA
—
P/FCF
—
EV/Gross Profit
—

Valuation (NTM)

Price Target
—
P/E
—
PEG
—
EV/Sales
—
EV/EBITDA
—
P/FCF
—

Financial Health

Cash
—
Net Debt
-$494.85B
Debt/Equity
—
EBIT/Interest
—

Growth (CAGR)

Rev 3Yr
7.21%
Rev 5Yr
8.6%
Rev 10Yr
—
Dil EPS 3Yr
4.35%
Dil EPS 5Yr
12.14%
Dil EPS 10Yr
12.79%
Rev Fwd 2Yr
—
EBITDA Fwd 2Yr
—
EPS Fwd 2Yr
—
EPS LT Growth Est
—

Dividends

Yield
—
Payout
25.56%
DPS
$4.6
DPS Growth 3Yr
7.53%
DPS Growth 5Yr
6.87%
DPS Growth 10Yr
11.42%
DPS Growth Fwd 2Yr
—

Metric	Dec '14	Dec '15	Dec '16	Dec '17	Dec '18	Dec '19	Dec '20	Dec '21	Dec '22	Dec '23	LTM
Interest Income On Loans						84,040	64,523	57,864	92,807	170,588	193,751
Interest Income, Total						84,040	64,523	57,864	92,807	170,588	193,751
Interest On Deposits						26,795	9,960	5,553	26,097	81,321	100,467
Interest Expense, Total						26,795	9,960	5,553	26,097	81,321	100,467
Net Interest Income						57,245	54,563	52,311	66,710	89,267	93,284
Trust Income						16,908	18,177	14,405	14,096	15,220	17,004
Total Mortgage Banking Activities						2,036	3,091	2,170	1,250	1,176	1,288
Income From Trading Activities						14,018	18,021	16,304	19,912	24,460	23,317
Gain (Loss) on Sale of Assets	—	—	—			6	6	-7	-8	—	—
Gain (Loss) on Sale of Invest. & Securities						258	802	-345	-1,804	-3,412	7,384
Income (Loss) on Equity Invest.	—	—	—	—	—	—	—	-1,570	-1,491	-1,538	-1,538
Total Other Non Interest Income						25,248	25,291	38,374	30,022	29,817	32,218
Non Interest Income, Total						58,474	65,388	69,331	61,977	65,723	79,673
Revenues Before Provison For Loan Losses						115,719	119,951	121,642	128,687	154,990	172,957
Provision For Loan Losses						5,585	17,480	-9,256	6,389	9,320	10,809
Total Revenues						110,134	102,471	130,898	122,298	145,670	162,148
Total Revenues % Chg.						6.2%	-7%	27.7%	-6.6%	19.1%	13.9%
Salaries And Other Employee Benefits						31,899	32,537	35,638	38,842	43,348	47,373
Occupancy Expense	—	—	—	—	—	—	—	—	2,617	2,511	2,511
Selling General & Admin Expenses, Total						28,283	28,178	30,236	28,316	29,268	31,093
Total Other Non Interest Expense						4,847	4,826	5,462	6,357	8,085	8,947
Non Interest Expense, Total						65,029	65,541	71,336	76,132	83,212	89,924
EBT, Excl. Unusual Items						45,105	36,930	59,562	46,166	62,458	72,224
Total Merger & Related Restructuring Charges	—	—	—	—	—	—	—	—	—	-1,060	-1,454
Legal Settlements						-239	-1,115	—	—	—	757
Other Unusual Items	—		—	—	—	—	—	—	—	214	-2,495
EBT, Incl. Unusual Items						44,866	35,815	59,562	46,166	61,612	69,032
Income Tax Expense						8,435	6,684	11,228	8,490	12,060	15,259
Earnings From Continuing Operations						36,431	29,131	48,334	37,676	49,552	53,773
Net Income						36,431	29,131	48,334	37,676	49,552	53,773
Preferred Dividend and Other Adjustments						1,789	1,721	1,831	1,784	1,792	1,703
Net Income to Common Incl Extra Items						34,642	27,410	46,503	35,892	47,760	52,070
Net Income to Common Excl. Extra Items						34,642	27,410	46,503	35,892	47,760	52,070
Total Shares Outstanding						3,083.5	3,049.4	2,944.1	2,934.2	2,876.7	2,815.3
Weighted Avg. Shares Outstanding						3,221.5	3,082.4	3,021.5	2,965.8	2,938.6	2,893.3
Weighted Avg. Shares Outstanding Dil						3,230.4	3,087.4	3,026.6	2,970	2,943.1	2,898.3
EPS						10.8	8.9	15.4	12.1	16.3	18
EPS Diluted						10.7	8.9	15.4	12.1	16.2	18
Effective Tax Rate						18.8%	18.7%	18.9%	18.4%	19.6%	22.1%