Full history for every metric is available with a Kvantra account
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total net revenue | $bn | 120 | 122 | 128 | 155 | 169 | 182 | 203 | - |
| Operating profit | $bn | 72.6 | 85.3 | ||||||
| Net profit | $bn | 29.1 | 48.3 | 37.7 | 49.6 | 58.5 | 57.0 | 66.0 | 68.6 |
| EPS reported | $ | 20.02 | 23.84 | ||||||
| Operating cashflow per share | $ | -53.23 | -31.42 | ||||||
| Capex per share | $ | 0.00 | 0.00 | ||||||
| FCF per share | $ | -53.23 | -31.42 | ||||||
| Free cash flow | $bn | -148 | -84 | ||||||
| Net debt | $bn | -537 | -1,468 | ||||||
| Book value equity | $bn | 362 | 372 | ||||||
| Book value per share | $ | 130.3 | 138.8 | ||||||
| Number of shares | m | 2,781.5 | 2,683 | ||||||
| DPS (TTM paid) | $ | 5.55 | 6.15 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 16.09 | 14.35 | ||||||
| P/B LTM | x | 2.47 | 2.44 | ||||||
| P/S LTM | x | 4.92 | 4.47 | ||||||
| P/FCF LTM | x | -6.05 | -10.79 | ||||||
| EV/EBITDA LTM | x | 18.35 | -6.07 | ||||||
| EV/Sales LTM | x | 5.34 | -2.76 | ||||||
| Earnings Yield LTM | % | 6.22% | 6.97% | ||||||
| FCF Yield | % | -16.52% | -9.26% | ||||||
| Quality | |||||||||
| ROE | % | 15.74% | 17.91% | ||||||
| ROIC | % | 4.23% | 3.28% | ||||||
| Operating margin | % | 25.95% | 28.25% | ||||||
| Gross margin | % | 59.91% | 63.17% | ||||||
| FCF/Sales | % | -52.83% | -27.87% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +1.37% | +18.08% | ||||||
| Sales Growth YoY | % | +7.32% | +13.22% | ||||||
| Net Income Growth YoY | % | -2.43% | +13.70% | ||||||
| FCF Growth | % | - | - | ||||||
| Operating Profit Growth | % | -3.31% | +17.14% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | 1.86% | 1.80% | ||||||
| Dividend Growth | % | +20.65% | +10.81% | ||||||
| Payout Ratio | % | 29.86% | 20.33% | ||||||
| FCF/Debt | x | -0.16 | -0.07 | ||||||
| Net Debt/EBITDA | x | 7.36 | 9.85 | ||||||
| EBIT/Net interest | x | 0.74 | 0.86 | ||||||
| Net debt/market cap | % | -60.07% | -161.64% | ||||||
| Net debt/Equity | x | -1.48 | -3.94 | ||||||
| Gross debt/equity | x | 2.60 | 3.32 | ||||||
ETFs that hold JPMorgan Chase
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| Vanguard Morningstar Value ETF | VTV | 2 | 3.33% |
| Vanguard Dividend Appreciation ETF | VIG | 5 | 3.89% |
| Dimensional - US Core Equity 2 ETF | DFAC | 8 | 1.15% |
| iShares Russell 1000 Value ETF | IWD | 5 | 2.37% |
| Vanguard High Dividend Yield ETF | VYM | 2 | 3.75% |
| State Street Financial Select Sector SPDR ETF | XLF | 2 | 11.07% |
| iShares Core Dividend Growth ETF | DGRO | 6 | 2.68% |
| Dimensional - US Core Equity 1 ETF | DCOR | 6 | 1.66% |
| iShares U.S. Equity Factor Rotation Active ETF | DYNF | 5 | 3.09% |
| Schwab Fundamental U.S. Large Company ETF | FNDX | 7 | 1.58% |
Funds with JPMorgan Chase among their ten largest holdings, largest fund first.
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
JPMorgan Chase & Co. (JPM)
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| Vanguard Morningstar Value ETF | VTV | 2 | 3.33% |
| Vanguard Dividend Appreciation ETF | VIG | 5 | 3.89% |
| Dimensional - US Core Equity 2 ETF | DFAC | 8 | 1.15% |
| iShares Russell 1000 Value ETF | IWD | 5 | 2.37% |
| Vanguard High Dividend Yield ETF | VYM | 2 | 3.75% |
| State Street Financial Select Sector SPDR ETF | XLF | 2 | 11.07% |
| iShares Core Dividend Growth ETF | DGRO | 6 | 2.68% |
| Dimensional - US Core Equity 1 ETF | DCOR | 6 | 1.66% |
| iShares U.S. Equity Factor Rotation Active ETF | DYNF | 5 | 3.09% |
| Schwab Fundamental U.S. Large Company ETF | FNDX | 7 | 1.58% |
Funds with JPMorgan Chase among their ten largest holdings, largest fund first.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
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