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JPMorgan Chase & Co.
JPMFinancialsGenerated Aug 19, 2026, 11:15 PM UTC
JPM (JPMorgan Chase & Co.) analytical snapshot. Revenue grew +2.8% YoY to $182.45B. 5-year revenue CAGR +8.4%; 10y CAGR +7.4%. Net margin at 31.27% (expanding ▲). Market cap $949.66B at $357.26 per share. Trailing P/E 17.85, P/S 5.21, P/B 2.54. Graham number $251.95 (trades above intrinsic). Risk: Moderate. Macro: Risk-on · Supportive. Composite analytical score 7 (data confidence 73%). Descriptive analytics from public filings — not investment advice.
Free SEC analysis
— computed from SEC filings, free to readFilings & Ownership
Recent insider Form 4s: 0 buy vs 0 sell transactions. ~10,000+ recent 13F-HR filings reference JPMorgan Chase & Co.; broad institutional reporting. Recent filers include RBC cees Trustee LTD, MM Capital LLC, LANSDOWNE PARTNERS LIMITED PARTNERSHIP.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference JPMorgan Chase & Co.; broad institutional reporting.
- Recent filers include RBC cees Trustee LTD, MM Capital LLC, LANSDOWNE PARTNERS LIMITED PARTNERSHIP.
- 4 recent 13D activist/beneficial-ownership filings — potential catalyst.
- 16 recent 13G passive institutional ownership notices.
| Filer | Form | Filed |
|---|---|---|
| RBC cees Trustee LTD | 13F-HR | Nov 12, 2009 |
| MM Capital LLC | 13F-HR | Feb 16, 2010 |
| LANSDOWNE PARTNERS LIMITED PARTNERSHIP | 13F-HR | Aug 14, 2012 |
| CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 13F-HR | May 16, 2005 |
| MM Capital LLC | 13F-HR | Feb 14, 2011 |
SEC Filing Deep-Analysis
2 risk signal(s) detected from XBRL filing diff analysis. 2 risk signal(s) detected versus 0 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- NEW: Going concern doubt in latest filing: The term "going concern" "substantial doubt" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 1 filing(s).
- Material weakness in internal controls: The term "material weakness" "internal control" appears in 5 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
- Endogenous analysis: 2 risk signal(s) detected versus 0 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- 2 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 1 new risk-language term(s) detected in filing text: Going concern doubt.
- Ongoing high-severity risk language: Material weakness in internal controls.
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | $177.56B | $182.45B | $4.89B | +2.8% |
| Net income | $58.47B | $57.05B | $-1.42B | -2.4% |
| Operating cash flow | $-42.01B | $-147.78B | $-105.77B | -251.8% |
| Total assets | $4.00T | $4.42T | $422.09B | +10.5% |
| Total liabilities | $3.66T | $4.06T | $404.41B | +11.1% |
| Long-term debt | $256.77B | $249.02B | $-7.75B | -3.0% |
| Cash & equivalents | $469.32B | $343.34B | $-125.98B | -26.8% |
| Stockholders equity | $344.76B | $362.44B | $17.68B | +5.1% |
| Interest expense | $26.10B | $81.32B | $55.22B | +211.6% |
| Type | Concepts |
|---|---|
| Added | DefinedBenefitPlanRecognizedNetGainLossDueToSettlements1, SecuritiesLoanedNotSubjectToMasterNettingArrangement |
| Removed | AccountsPayableAndOtherAccruedLiabilities, AmortizationOfIntangibleAssets, BusinessCombinationBargainPurchaseGainRecognizedAmount, BusinessCombinationStepAcquisitionEquityInterestInAcquireeRemeasurementGainOrLoss, CommonStockSharesOutstanding, ContractWithCustomerRefundLiabilityCurrent, CurrentFederalTaxExpenseBenefit, CurrentForeignTaxExpenseBenefit, CurrentIncomeTaxExpenseBenefit, CurrentStateAndLocalTaxExpenseBenefit |
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Going concern doubt | high | 1 | 0 | NEW |
| Material weakness in internal controls | high | 5 | 2 | Ongoing |
| Impairment charge | medium | 5 | 7 | Ongoing |
| Restructuring | medium | 5 | 2 | Ongoing |
| Off-balance sheet arrangements | medium | 5 | 8 | Ongoing |
| Related party transactions | low | 5 | 5 | Ongoing |
Fundamentals
Revenue grew +2.8% YoY to $182.45B. 5-year revenue CAGR +8.4%; 10y CAGR +7.4%. Net margin at 31.27% (expanding ▲).
- Revenue grew +2.8% YoY to $182.45B.
- 5-year revenue CAGR +8.4%; 10y CAGR +7.4%.
- Net margin at 31.27% (expanding ▲).
- Return on equity 15.74%, ROA 1.29%, ROIC 0.00%.
- Gross margin 0.00%, operating margin 0.00%.
- Net income down ▼ +2.4% YoY.
- Debt/equity 0.72, current ratio —, net debt -$8.86B.
- Asset turnover 0.04 — capital efficiency.
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2024 | $177.56B | +12.3% | 0.00 | 0.00 | 32.93 | — | 16.96 |
| 2025 | $182.45B | +2.8% | 0.00 | 0.00 | 31.27 | — | 15.74 |
| Quarter end | Revenue | YoY | QoQ | Net margin |
|---|---|---|---|---|
| Mar 31, 2013 | $25.12B | -3.6% | — | 25.99% |
| Jun 30, 2013 | $25.21B | +13.7% | +0.4% | 25.77% |
| Sep 30, 2013 | $23.12B | -8.1% | -8.3% | -1.64% |
| Mar 31, 2014 | $22.99B | -8.5% | -0.5% | 22.92% |
| Jun 30, 2014 | $24.45B | -3.0% | +6.4% | 24.45% |
| Sep 30, 2014 | $24.25B | +4.9% | -0.9% | 22.95% |
Pro analysis — preview
— score, signals & key metrics shown; full reasoning lockedValuation
Market cap $949.66B at $357.26 per share. Trailing P/E 17.85, P/S 5.21, P/B 2.54. Graham number $251.95 (trades above intrinsic).
- Market cap $949.66B at $357.26 per share.
Price & Technicals
Price $357.26 — uptrend (above 200-DMA); 1-month momentum positive. RSI(14) 59.80.
- Price $357.26 — uptrend (above 200-DMA); 1-month momentum positive.
Macro & Rates
Risk-on · Supportive. Real GDP growth 1.50% (quarterly, as of Apr 1, 2026). CPI inflation +3.3% YoY. Fed funds rate 3.63%, 10Y Treasury 4.71%.
- Market regime: Risk-on · Supportive.
Risk Scorecard
Composite risk Moderate. Leverage debt/equity 0.72 (moderate). Earnings stability: net-margin stdev 7.68pp over 19y.
- Composite risk: Moderate.
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Macro exposure
Rate-sensitive · High sensitivityMacro regime: Risk-on · Supportive. JPMorgan Chase & Co. is a rate-sensitive name (high macro sensitivity) — a supportive backdrop, though defensives lag risk-on tapes.
Analytical read
deterministic previewPrice $357.26 — uptrend (above 200-DMA); 1-month momentum positive..
Peer comparison
Rate-sensitive groupHow JPM stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.
| Company | Score | Macro |
|---|---|---|
| Allstate Corp. ALL | 30 | Neutral |
| Visa Inc. V | 24 | Neutral |
| CME Group Inc. CME | 23 | Neutral |
| Capital One Financial COF | 21 | Neutral |
| Charles Schwab Corp. SCHW | 19 | Neutral |
| American Express Co. AXP | 16 | Neutral |
| Simon Property Group SPG | 15 | Neutral |
| Digital Realty Trust DLR | 13 | Neutral |
| Mastercard Inc. MA | 11 | Neutral |
| U.S. Bancorp USB | 10 | Neutral |
| Travelers Cos. TRV | 10 | Neutral |
| Chubb Ltd. CB | 7 | Neutral |
| MetLife Inc. MET | 7 | Neutral |
| JPMorgan Chase & Co. JPM● you | 7 | Neutral |
| Welltower Inc. WELL | 6 | Neutral |
| Dominion Energy D | 4 | Neutral |
| Bank of America Corp. BAC | 3 | Neutral |
| Moody's Corp. MCO | 2 | Neutral |
| PNC Financial Services PNC | 2 | Neutral |
| Wells Fargo & Co. WFC | 1 | Neutral |
| BlackRock Inc. BLK | 1 | Neutral |
| American Tower Corp. AMT | 0 | Neutral |
| American Electric Power AEP | 0 | Neutral |
| Bank of New York Mellon BK | 0 | Neutral |
| Marsh & McLennan MMC | 0 | Neutral |
| Truist Financial TFC | -1 | Neutral |
| American Water Works AWK | -2 | Neutral |
| Equinix Inc. EQIX | -4 | Neutral |
| Goldman Sachs Group GS | -4 | Neutral |
| Prologis Inc. PLD | -5 | Neutral |
| Xcel Energy XEL | -5 | Neutral |
| Public Storage PSA | -5 | Neutral |
| Citigroup Inc. C | -5 | Neutral |
| Realty Income Corp. O | -6 | Neutral |
| Equity Residential EQR | -10 | Neutral |
| NextEra Energy NEE | -13 | Neutral |
| Duke Energy Corp. DUK | -14 | Neutral |
| Southern Company SO | -14 | Neutral |
| Exelon Corp. EXC | -14 | Neutral |
| Morgan Stanley MS | -14 | Neutral |
| S&P Global SPGI | -19 | Neutral |
| Crown Castle Inc. CCI | -21 | Neutral |
| American International Group AIG | -23 | Neutral |