JPMorgan Chase is one of the largest banks in the world.
It makes money through three main businesses: (1) retail banking — checking/savings accounts, mortgages, credit cards, and auto loans sold to everyday consumers through ~5,000 U.S. branches; (2) commercial and investment banking — advising corporations and governments on deals, underwriting stocks and bonds, trading securities, and providing corporate lending; and (3) asset and wealth management — managing investments for institutions and wealthy individuals.
Customers range from ordinary consumers to large corporations, governments, and institutional investors across 66 countries.
Employees320,079IPOMar 5, 1969SIC6021HQ270 Park Avenue, New York, NY, USA, 10017
to
Financials
Profitability
Metric
Current
Margins
Gross Margin
—
Operating Margin
—
EBITDA Margin
—
Net Margin
33.4%
OCF Margin
−55.3%
FCF Margin
−55.3%
Returns on Capital
ROE
17.9%
ROA
1.4%
ROIC
—
ROCE
0.0%
ROC (Greenblatt)
0.0%
3Y ROIIC
0.0%
Consistency
Years Profitable / 10Y
10
Valuation
Metric
Current
Earnings Multiples
P/E (TTM)
14.56
Forward P/E
13.55
P/E ex-NRI
15.48
Shiller P/E (CAPE)
22.81
Cash Flow Multiples
P/FCF
—
P/OCF
—
P/Owner Earnings
—
FCF Yield
−11.92%
Enterprise Value Multiples
EV / EBIT
—
EV / Forward EBIT
11.33
EV / EBITDA
—
EV / Forward EBITDA
—
EV / Revenue
7.03
EV / Forward Revenue
6.53
Asset / Sales
P/S
4.76
P/B
2.55
P/Tangible Book
3.12
Growth-Adjusted
PEG
1.63
Capital Returns
Metric
Current
Dividends
Dividend Yield (TTM)
1.78%
Forward Dividend Yield
1.78%
3Y Dividend Growth
13.2%
Payout Ratio
0.27
5Y Yield on Cost
2.73%
Buybacks & Dilution
3Y Buyback Ratio
2.80%
5Y Share Change
−9.9%
Combined
Shareholder Yield
−4.62%
Balance Sheet
Metric
Current
Leverage
Debt / Equity
1.98
Gross Debt / EBITDA
—
Cash / Debt
0.42
Equity / Assets
0.08
Coverage
Interest Coverage
—
Short-Term Liquidity
Current Ratio
0.00
Quick Ratio
0.00
Cash Ratio
0.00
Composite Scores
Piotroski F-Score
3
Altman Z-Score
—
Split History
Date
Split
2000-06-12
1.5:1
1998-06-15
2:1
1984-04-16
1.5:1
1982-04-16
1.5:1
Ex-date
Amount
Pay date
2026-07-06
$1.5
2026-07-31
2026-04-06
$1.5
2026-04-30
2026-01-06
$1.5
2026-01-31
2025-10-06
$1.5
2025-10-31
2025-07-03
$1.4
2025-07-31
2025-04-04
$1.4
2025-04-30
2025-01-06
$1.25
2025-01-31
2024-10-04
$1.25
2024-10-31
2024-07-05
$1.15
2024-07-31
2024-04-04
$1.15
2024-04-30
10 of 164
View allDate
Transcript
Type
2026-07-14
Q2 2026 JPMorgan Chase & Co Earnings Call Transcript
Earnings Call
2026-06-09
JPMorgan Chase & Co at Morgan Stanley US Financials Conference Transcript
Conference Presentations
2026-05-27
JPMorgan Chase & Co at Bernstein Strategic Decisions Conference Transcript
Conference Presentations
2026-05-19
JPMorgan Chase & Co Annual Shareholders Meeting Transcript
Shareholders and Annual Meetings
2026-04-14
Q1 2026 JPMorgan Chase & Co Earnings Call Transcript
Earnings Call
2026-02-23
JPMorgan Chase & Co Company Update Call Transcript
Corporate Presentation
2026-01-13
Q4 2025 JPMorgan Chase & Co Earnings Call Transcript
Earnings Call
2025-10-14
Q3 2025 JPMorgan Chase & Co Earnings Call Transcript
Earnings Call
2025-07-15
Q2 2025 JPMorgan Chase & Co Earnings Call Transcript
Earnings Call
2025-04-11
Q1 2025 JPMorgan Chase & Co Earnings Call Transcript
Earnings Call
10 of 96
5-Step DuPont Analysis
ROE %
17.79%
×
×
Net Margin %
33.40%
×
×
Operating Margin %
—
Operating Income
—
÷
Revenue
$194.81B
×
Tax Burden
0.7755
Net Income
$65.07B
÷
Pretax Income
$83.90B
×
Interest Burden
—
Pretax Income
$83.90B
÷
Operating Income
—
×
Asset Turnover
0.04
÷
Revenue
$194.81B
÷
Average Total Assets
$4.78T
Begin Total Assets
$4.55T
End Total Assets
$5.02T
×
Equity Multiplier
13.08
÷
Avg Total Assets
$4.78T
÷
Avg Stockholders Equity
$365.76B
Begin Equity
$356.92B
End Equity
$374.60B
Top institutional holders
Q2 2026| Holder | Shares | % Owned | Chg. shares | |
|---|---|---|---|---|
| BlackRock, Inc. | 206.3M | 7.65% | -1.9M | $67.53B |
| VANGUARD CAPITAL MANAGEMENT LLC | 161.6M | 5.99% | -3.7M | $52.89B |
| STATE STREET CORP | 125.2M | 4.64% | +932.6K | $40.98B |
| BANK OF AMERICA CORP /DE/ | 69.7M | 2.58% | +4.0M | $22.80B |
| MORGAN STANLEY | 67.1M | 2.49% | -1.5M | $21.96B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 65.8M | 2.44% | +238.7K | $21.54B |
| GEODE CAPITAL MANAGEMENT, LLC | 61.7M | 2.29% | -843.0K | $20.13B |
| NORGES BANK | 36.1M | 1.34% | new | $11.82B |
| NORTHERN TRUST CORP | 30.7M | 1.14% | -543.8K | $10.04B |
| Capital Research Global Investors | 27.7M | 1.03% | +332.9K | $9.08B |
10 of 5,179
View allTop insider holdings
as reported| Insider | Shares held | % Owned | |
|---|---|---|---|
| Pinto Daniel EOfficer | 715.0K | 0.0265% | $242.90M |
| Erdoes Mary E.Officer | 632.4K | 0.0234% | $214.84M |
| BACON ASHLEYOfficer | 248.8K | 0.0092% | $84.52M |
| HOBSON MELLODY LDirector | 154.4K | 0.0057% | $52.44M |
| Lake MarianneOfficer | 150.1K | 0.0056% | $51.00M |
| Rohrbaugh Troy LOfficer | 143.9K | 0.0053% | $48.88M |
| Friedman StaceyOfficer | 102.7K | 0.0038% | $34.90M |
| DIMON JAMESOfficer | — | — | — |
| Petno Douglas BOfficer | — | — | — |
| BURKE STEPHEN BDirector | — | — | — |
10 of 24· 3 withheld
View allRecent insider activity
through Oct 14, 2026| Insider | Action | Shares | Date | |
|---|---|---|---|---|
| BURKE STEPHEN BDirector | Gift | -30.0K | $0 | Oct 14, 2026 |
| Rometty Virginia MDirector | Grant/Award (Rule 16b-3(d)) | +121 | $40.0K | Sep 30, 2026 |
| NOVAKOVIC PHEBE NDirector | Grant/Award (Rule 16b-3(d)) | +121 | $40.0K | Sep 30, 2026 |
| HOBSON MELLODY LDirector | Grant/Award (Rule 16b-3(d)) | +136 | $45.0K | Sep 30, 2026 |
| BURKE STEPHEN BDirector | Grant/Award (Rule 16b-3(d)) | +170 | $56.2K | Sep 30, 2026 |
| Leopold RobinOfficer | Open-Market or Private Sale | -2.5K | $882.0K | Sep 10, 2026 |
| Leopold RobinOfficer | Open-Market or Private Sale | -2.5K | $903.5K | Aug 11, 2026 |
| Friedman StaceyOfficer | Gift | -166 | $0 | Jul 27, 2026 |
| Petno Douglas BOfficer | Gift | -864 | $0 | Jul 24, 2026 |
| Rometty Virginia MDirector | Grant/Award (Rule 16b-3(d)) | +122 | $40.0K | Jun 30, 2026 |
10 of 3,143
View all