JPM
JPMorgan Chase & Co (JPM)
What's happening
- JPM is down 1.00% today, trading at $358.48. — Live quote
- Volume today (152,320) is well below its 3-month average of 8,302,170. (Finnhub fundamentals)
- Last quarter's EPS beat estimates: $6.14 actual vs. $5.91 estimated (+4.0%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-09-01 (30 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Market cap | $895.02B | $809.04B | $878.63B | $810.10B | $687.27B |
| P/E | 13.35 | 13.37 | 15.44 | 13.35 | 11.63 |
| Price/Book | 2.39 | 2.22 | 2.44 | 2.27 | 1.96 |
| ROE | 17.89% | 16.62% | 15.80% | 17.00% | 16.82% |
| ROA | 1.34% | 1.23% | 1.25% | 1.33% | 1.36% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Curated operating peers; median includes the selected company. Reported industry: Banking.
| Company | P/E | Revenue growth | Profit margin | Dividend yield | 52-week return |
|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | 14.8 | 74.0% | 33.3% | 2.7% | +19.2% |
| BACBank of America Corp | 13.1 | 71.4% | 30.2% | 3.2% | +24.5% |
| WFCWells Fargo & Co | 11.9 | 52.4% | 22.2% | 2.3% | +9.0% |
| CCitigroup Inc | 13.0 | 74.9% | 17.4% | 4.7% | +42.3% |
| GSGoldman Sachs Group Inc | 14.3 | 22.9% | 15.5% | 3.2% | +38.6% |
| MSMorgan Stanley | 16.9 | 17.4% | 15.7% | 4.3% | +44.3% |
| Group median | 13.7 | 61.9% | 19.8% | 3.2% | +31.6% |
Source: Finnhub fundamentals. Peer membership is curated by business similarity and is not an investment recommendation.
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 74.0% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 33.3%. Finnhub fundamentals ↗
- Trailing 52-week price return is +19.2%. Finnhub market metrics ↗
Potential concerns
- Latest SEC filing is Form 4, filed 2026-08-11; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on JPM
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Net income | $21.16B | $16.49B | $14.39B | $14.99B | $14.64B | $12.90B | $18.15B | $13.42B |
| EPS (diluted) | $7.70 | $5.94 | $5.07 | $5.24 | $5.07 | $4.37 | $6.12 | $4.44 |
| EPS (basic) | $7.71 | $5.95 | $5.08 | $5.25 | $5.08 | $4.38 | $6.13 | $4.45 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $5,015.07B | $4,900.48B | $4,424.90B | $4,560.20B | $4,552.48B | $4,357.86B | $4,002.81B | $4,210.05B |
| Total liabilities | $4,640.47B | $4,536.44B | $4,062.46B | $4,199.99B | $4,195.56B | $4,006.44B | $3,658.06B | $3,864.21B |
| Stockholders' equity | $374.60B | $364.04B | $362.44B | $360.21B | $356.92B | $351.42B | $344.76B | $345.84B |
| Cash & equivalents | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | — | — | — | — | — |
| Goodwill | $52.71B | $52.71B | $52.73B | $52.72B | $52.75B | $52.62B | $52.56B | $52.71B |
| Intangible assets | — | — | $1.30B | $1.40B | $1.50B | $1.60B | $1.70B | $1.80B |
| Short-term debt | $72.43B | $68.05B | $64.78B | $69.36B | $65.29B | $64.98B | $52.89B | $50.64B |
| Long-term debt | — | — | — | — | — | — | — | — |
| Common stock & paid-in capital | $4.11B | $4.11B | $4.11B | $4.11B | $4.11B | $4.11B | $4.11B | $4.11B |
| Retained earnings | $445.02B | $428.21B | $416.06B | $407.40B | $397.42B | $386.62B | $376.17B | $365.97B |
| Accumulated other comprehensive income (loss) | -$7.69B | -$6.69B | -$4.29B | -$5.88B | -$7.24B | -$9.11B | -$12.46B | -$6.78B |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | -$25.28B | -$211.76B | $119.72B | -$45.21B | $29.55B | -$251.84B | $147.76B | -$74.08B |
| Investing cash flow | $6.39B | -$217.77B | $46.88B | -$21.31B | -$173.06B | -$118.08B | $17.62B | -$43.41B |
| Financing cash flow | $18.80B | $400.68B | -$123.56B | -$47.77B | $122.80B | $318.06B | -$115.70B | $10.75B |
| Depreciation & amortization | $2.32B | $2.36B | $2.31B | $2.27B | $2.21B | $2.03B | $1.97B | $1.97B |
| Share-based compensation | $1.17B | $1.17B | $2.56B | $910.0M | $959.0M | $1.05B | $2.57B | $849.0M |
| Deferred income taxes | $4.0M | $123.0M | $1.46B | $4.57B | -$942.0M | $524.0M | $2.25B | $1.37B |
| Purchases of investments | $71.03B | $101.04B | $51.65B | $85.00B | $118.41B | $53.72B | $119.65B | $86.83B |
| Sales/maturities of investments | $68.20B | $42.64B | $23.99B | $31.81B | $29.65B | $55.85B | $20.23B | $23.18B |
| Other investing activities | $2.87B | $3.07B | $3.27B | $4.69B | $2.73B | $1.97B | $3.35B | -$1.90B |
| Dividends paid | $4.34B | $4.37B | $4.42B | $4.18B | $4.21B | $3.82B | $3.86B | $3.65B |
| Share repurchases | $6.79B | $8.32B | $8.26B | $8.29B | $7.51B | $7.53B | $4.30B | $6.36B |
| Other financing activities | -$269.0M | -$1.33B | -$142.0M | -$439.0M | -$155.0M | -$1.68B | $117.0M | -$510.0M |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Revenue | $182.45B | $177.56B | $158.10B | $128.69B | $121.65B |
| Net income | $57.05B | $58.47B | $49.55B | $37.68B | $48.33B |
| EPS (diluted) | $20.02 | $19.75 | $16.23 | $12.09 | $15.36 |
| EPS (basic) | $20.05 | $19.79 | $16.25 | $12.10 | $15.39 |
| Net margin | $31 | $33 | $31 | $29 | $40 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Total assets | $4,424.90B | $4,002.81B | $3,875.39B | $3,665.74B | $3,743.57B |
| Total liabilities | $4,062.46B | $3,658.06B | $3,547.51B | $3,373.41B | $3,449.44B |
| Stockholders' equity | $362.44B | $344.76B | $327.88B | $292.33B | $294.13B |
| Cash & equivalents | — | — | — | — | — |
| Property, plant & equipment | — | — | — | $27.73B | $27.07B |
| Goodwill | $52.73B | $52.56B | $52.63B | $51.66B | $50.31B |
| Intangible assets | $1.30B | $1.70B | $2.00B | $707.0M | — |
| Short-term debt | $64.78B | $52.89B | $44.71B | $44.03B | $53.59B |
| Long-term debt | — | — | — | — | — |
| Common stock & paid-in capital | $4.11B | $4.11B | $4.11B | $4.11B | $4.11B |
| Retained earnings | $416.06B | $376.17B | $332.90B | $296.46B | $272.27B |
| Accumulated other comprehensive income (loss) | -$4.29B | -$12.46B | -$10.44B | -$17.34B | -$84.0M |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Operating cash flow | -$147.78B | -$42.01B | $12.97B | $107.12B | $78.08B |
| Investing cash flow | -$265.56B | -$163.40B | $67.64B | -$137.82B | -$129.34B |
| Financing cash flow | $269.53B | $63.45B | -$25.57B | -$126.26B | $275.99B |
| Depreciation & amortization | $8.82B | $7.94B | $7.51B | $7.05B | $7.93B |
| Share-based compensation | $3.61B | $3.50B | $3.12B | $2.79B | $2.93B |
| Deferred income taxes | $5.61B | $2.00B | -$4.53B | -$2.74B | $3.75B |
| Purchases of investments | $308.77B | $352.71B | $115.50B | $126.26B | $248.78B |
| Sales/maturities of investments | $141.29B | $104.62B | $108.43B | $84.62B | $162.75B |
| Other investing activities | $12.66B | $2.15B | $16.74B | $11.93B | $11.04B |
| Dividends paid | $16.62B | $14.78B | $13.46B | $13.56B | $12.86B |
| Share repurchases | $31.59B | $18.83B | $9.82B | $3.16B | $18.41B |
| Other financing activities | -$2.42B | -$1.47B | -$1.52B | $234.0M | -$1.48B |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding JPM as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Source: Business Quant SEC Form 13F · report period 2026-06-30 · 31 filers
| Filer | Shares | Value | % Out | Qtr Change | Filed |
|---|---|---|---|---|---|
| BlackRock, Inc. | 206,290,537 | $67.53B | 7.67% | -0.9% | 2026-08-07 |
| VANGUARD CAPITAL MANAGEMENT LLC | 161,586,023 | $52.89B | 6.01% | -2.2% | 2026-06-30 |
| State Street Corp | 125,209,293 | $40.98B | 4.65% | +0.8% | 2026-08-07 |
| Bank Of America Corp /De/ | 69,666,753 | $22.80B | 2.59% | +6.1% | 2026-08-14 |
| Morgan Stanley | 67,092,426 | $21.96B | 2.49% | -2.1% | 2026-08-11 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 65,819,503 | $21.54B | 2.45% | +0.4% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 61,707,794 | $20.13B | 2.29% | -1.3% | 2026-08-12 |
| NORGES BANK | 36,122,327 | $11.82B | 1.34% | +0.0% | 2026-08-12 |
| Northern Trust Corp | 30,677,237 | $10.04B | 1.14% | -1.7% | 2026-08-12 |
| Capital Research Global Investors | 27,746,323 | $9.08B | 1.03% | +1.2% | 2026-08-07 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 27,686,080 | $9.1M | 1.03% | +0.7% | 2026-08-14 |
| FMR LLC | 26,296,276 | $8.61B | 0.98% | -16.3% | 2026-08-13 |
| Goldman Sachs Group Inc | 25,300,855 | $8.28B | 0.94% | +7.9% | 2026-08-14 |
| Wells Fargo & Company/Mn | 23,350,060 | $7.64B | 0.87% | +1.5% | 2026-08-14 |
| Royal Bank Of Canada | 22,764,634 | $7.45B | 0.85% | -4.7% | 2026-08-13 |
| Bank of New York Mellon Corp | 21,642,804 | $7.08B | 0.80% | +2.6% | 2026-08-06 |
| DIMENSIONAL FUND ADVISORS LP | 19,418,112 | $6.36B | 0.72% | +2.4% | 2026-08-11 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19,187,267 | $6.28B | 0.71% | +0.5% | 2026-08-14 |
| Sixth Street Partners Management Company, L.P. | 19,187,267 | $6.28B | 0.71% | +0.0% | 2026-08-13 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18,833,413 | $6.16B | 0.70% | +0.7% | 2026-08-13 |
| UBS Group AG | 18,807,767 | $6.16B | 0.70% | -1.6% | 2026-08-13 |
| Legal & General Group Plc | 17,895,549 | $5.86B | 0.67% | -5.0% | 2026-08-14 |
| Fisher Asset Management, LLC | 17,427,412 | $5.70B | 0.65% | +2.4% | 2026-08-04 |
| Ameriprise Financial Inc | 17,323,113 | $5.68B | 0.64% | +1.3% | 2026-08-14 |
| Franklin Resources Inc | 15,005,188 | $4.91B | 0.56% | -0.1% | 2026-08-04 |
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-04-15 to 2026-08-11
Recent transactions
- Insiders have net sold 68,568 shares over the last 182 days, across 0 purchases and 13 sales.
- Most recent: Leopold Robin (Head of Human Resources) — Open market sale of 2,500 shares on 2026-08-11.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Leopold Robin | Head of Human Resources | Open market sale | 2026-08-11 | 2,500 |
| Friedman Stacey | General Counsel | Gift | 2026-07-27 | 166 |
| Petno Douglas B | Co-President; CEO CIB | Gift | 2026-07-24 | 864 |
| Rometty Virginia M | Director | Grant / award | 2026-06-30 | 122 |
| NOVAKOVIC PHEBE N | Director | Grant / award | 2026-06-30 | 122 |
| HOBSON MELLODY L | Director | Grant / award | 2026-06-30 | 137 |
| BURKE STEPHEN B | Director | Grant / award | 2026-06-30 | 172 |
| JPMORGAN CHASE & CO | Reporting person | Other acquisition/disposition | 2026-06-02 | 7,178 |
| Erdoes Mary E. | CEO Asset & Wealth Management | Open market sale | 2026-05-15 | 6,648 |
| Lake Marianne | CEO CCB | Open market sale | 2026-05-15 | 6,427 |
| Beer Lori A | Chief Information Officer | Open market sale | 2026-05-15 | 3,165 |
| Barnum Jeremy | Chief Financial Officer | Open market sale | 2026-05-05 | 3,022 |
| BACON ASHLEY | Chief Risk Officer | Open market sale | 2026-05-05 | 4,070 |
| Piepszak Jennifer | Chief Operating Officer | Open market sale | 2026-05-05 | 4,919 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-11 | Leopold Robin | Head of Human Resources | Open market sale | 2,500 | $361.41 |
| 2026-07-27 | Friedman Stacey | General Counsel | Gift | 166 | $0.00 |
| 2026-07-24 | Petno Douglas B | Co-President; CEO CIB | Gift | 864 | $0.00 |
| 2026-06-30 | Rometty Virginia M | Director | Grant / award | 122 | $327.33 |
| 2026-06-30 | NOVAKOVIC PHEBE N | Director | Grant / award | 122 | $327.33 |
| 2026-06-30 | HOBSON MELLODY L | Director | Grant / award | 137 | $327.33 |
| 2026-06-30 | BURKE STEPHEN B | Director | Grant / award | 172 | $327.33 |
| 2026-06-22 | Friedman Stacey | General Counsel | Open market sale | 5,467 | $330.73 |
| 2026-06-02 | JPMORGAN CHASE & CO | Reporting person | Other acquisition/disposition | 7,178 | — |
| 2026-06-02 | JPMORGAN CHASE & CO | Reporting person | Other acquisition/disposition | 7,178 | — |
| 2026-05-20 | Friedman Stacey | General Counsel | Open market sale | 5,468 | $300.27 |
| 2026-05-15 | Erdoes Mary E. | CEO Asset & Wealth Management | Open market sale | 6,648 | $298.36 |
| 2026-05-15 | Lake Marianne | CEO CCB | Open market sale | 6,427 | $298.36 |
| 2026-05-15 | Petno Douglas B | Co-CEO CIB | Open market sale | 5,659 | $300.05 |
| 2026-05-15 | Beer Lori A | Chief Information Officer | Open market sale | 3,165 | $300.05 |
| 2026-05-14 | Petno Douglas B | Co-CEO CIB | Gift | 135,027 | $0.00 |
| 2026-05-14 | Petno Douglas B | Co-CEO CIB | Gift | 135,027 | $0.00 |
| 2026-05-05 | Barnum Jeremy | Chief Financial Officer | Open market sale | 3,022 | $309.41 |
| 2026-05-05 | BACON ASHLEY | Chief Risk Officer | Open market sale | 4,070 | $309.42 |
| 2026-05-05 | Piepszak Jennifer | Chief Operating Officer | Open market sale | 4,919 | $309.42 |
| 2026-04-15 | Piepszak Jennifer | Chief Operating Officer | Open market sale | 9,136 | $306.56 |
| 2026-04-15 | Petno Douglas B | Co-CEO CIB | Open market sale | 5,660 | $306.58 |
| 2026-04-15 | Lake Marianne | CEO CCB | Open market sale | 6,427 | $306.57 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-04 23:14 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-08-11 | 4 | 2026-08-11 | View on SEC.gov → |
| 2026-08-06 | 10-Q | 2026-06-30 | View on SEC.gov → |
| 2026-07-28 | 4 | 2026-07-27 | View on SEC.gov → |
| 2026-07-28 | 4 | 2026-07-24 | View on SEC.gov → |
| 2026-07-23 | 8-K | 2026-07-23 | View on SEC.gov → |
| 2026-07-23 | 8-K | 2026-07-21 | View on SEC.gov → |
| 2026-07-14 | 8-K | 2026-07-14 | View on SEC.gov → |
| 2026-07-14 | 8-K | 2026-07-14 | View on SEC.gov → |
| 2026-07-08 | 4 | 2026-06-25 | View on SEC.gov → |
| 2026-07-01 | 4 | 2026-06-30 | View on SEC.gov → |
| 2026-07-01 | 4 | 2026-06-30 | View on SEC.gov → |
| 2026-07-01 | 4 | 2026-06-30 | View on SEC.gov → |
Recent news
Headlines about JPM. Links open the publisher — we don’t host full articles.
-
JPMorgan Chase & Co. (NYSE:JPM) Shares Down 1.1% - Should You Sell?
MarketBeat · 2026-09-04 -
Jpmorgan Chase & Co's Short Position In H-Shares Of China Pacific Insurance Decreases To 1.78% On Aug 31 From 2.28%, HKEX Filing Says
tradingview.com · 2026-09-04 -
SoFi Technologies Teams Up With Payward: Will SoFiUSD Gain Traction?
Yahoo · 2026-09-04 -
JPMorgan Falls Even as 162,000 Jobs Revive Higher Rates
Yahoo · 2026-09-04 -
Which dow jones stocks are moving on Friday?
ChartMill · 2026-09-04 -
Cheniere Energy Partners (NYSE:CQP) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says
MarketBeat · 2026-09-04 -
Anthropic Follows SpaceX's Playbook With a $15 Billion Revolver
Yahoo · 2026-09-04 -
Anthropic Makes Stunning $15 Billion Move Before IPO
Yahoo · 2026-09-04
No headlines in this category right now — try “All”.