JP Morgan Financial Statements From 2010 to 2020

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JPM -- USA Stock  

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JP Morgan financial statements provide useful quartarly and yearly information to potential investors in JP Morgan Chase about the current and past financial position of the company, as well as its overall management performance and changes in basic fundamentals over time. There are over eighty-six available fundamental measures for JP Morgan which can be analyzed over time and compared to other ratios. Please make sure you to confirm all of JP Morgan latest fundamentals over time between 2010 and 2020 to make sure the company is sustainable this quarter and beyond. JP Morgan Invested Capital Average is considerably stable at the moment as compared to the past year. The company's current value of Invested Capital Average is estimated at about 3.08 Trillion. Tangible Asset Value is projected to rise to about 2748.3 B this year, although the value of Revenue Per Employee will most likely fall to nearly 484.9 K.

Search Fundamental Trends

 
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Check JP Morgan financial statements over time to gain insight into the future company performance. Apply historical fundamental analysis to find patterns among financial statement drivers such as Consolidated Income of 32.4 B, Earning Before Interest and Taxes EBIT of 39.4 B or Gross Profit of 119 B, as well as many exotic indicators such as Calculated Tax Rate of 24.79, PPandE Turnover of 8.16 or Cash and Equivalents Turnover of 0.61. This can be a perfect complement to check JP Morgan Valuation or Volatility. It can also complement various JP Morgan Technical models. Please see the analysis of JP Morgan Correlation with competitors.

  JP Morgan Revenues

JP Morgan Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets2806.4 B2687.4 B2467 B
Increasing
Slightly volatile
Cash and Equivalents299.3 B263.6 B300.1 B
Increasing
Slightly volatile
Investments2220.6 B2144.9 B1921.5 B
Increasing
Slightly volatile
Deposit Liabilities1557.8 B1562.4 B1327.3 B
Increasing
Slightly volatile
Property Plant and Equipment Net22.3 B25.8 B15.9 B
Increasing
Slightly volatile
Trade and Non Trade Receivables75.6 B72.9 B64.9 B
Increasing
Slightly volatile
Trade and Non Trade Payables221.1 B210.4 B195.3 B
Increasing
Slightly volatile
Goodwill and Intangible Assets58.1 B53.3 B52.4 B
Increasing
Slightly volatile
Total Liabilities2540.1 B2426 B2236.4 B
Increasing
Slightly volatile
Shareholders Equity266.3 B261.3 B230.7 B
Increasing
Slightly volatile
Accumulated Retained Earnings Deficit195.6 B223.2 B145.9 B
Increasing
Slightly volatile
Accumulated Other Comprehensive Income1.7 B1.6 B817.8 M
Decreasing
Stable
Total Debt500.3 B516.1 B532.6 B
Decreasing
Slightly volatile
Shareholders Equity USD266.3 B261.3 B230.7 B
Increasing
Slightly volatile
Cash and Equivalents USD299.3 B263.6 B300.1 B
Increasing
Slightly volatile
Total Debt USD500.3 B516.1 B532.6 B
Decreasing
Slightly volatile
Long Term Debt305.3 B280.7 B275.2 B
Decreasing
Stable

JP Morgan Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Revenues119 B115.6 B102 B
Increasing
Slightly volatile
Selling General and Administrative Expense61.2 B60.4 B52.3 B
Increasing
Slightly volatile
Operating Expenses70.1 B65.5 B62.4 B
Increasing
Slightly volatile
Income Tax ExpenseB8.1 B8.2 B
Increasing
Slightly volatile
Consolidated Income32.4 B36.4 B24.2 B
Increasing
Slightly volatile
Net Income to Non Controlling Interests1.7 B1.8 B1.8 B
Decreasing
Stable
Net Income30.4 B34.6 B22.4 B
Increasing
Slightly volatile
Net Income Common Stock30.4 B34.6 B22.4 B
Increasing
Slightly volatile
Weighted Average Shares3.3 B3.2 B3.6 B
Decreasing
Slightly volatile
Weighted Average Shares Diluted3.3 B3.2 B3.7 B
Decreasing
Slightly volatile
Earning Before Interest and Taxes EBIT39.4 B42.8 B30.6 B
Increasing
Slightly volatile
Revenues USD119 B115.6 B102 B
Increasing
Slightly volatile
Net Income Common Stock USD30.4 B34.6 B22.4 B
Increasing
Slightly volatile
Earning Before Interest and Taxes USD39.4 B42.8 B30.6 B
Increasing
Slightly volatile
Gross Profit119 B115.6 B102 B
Increasing
Slightly volatile
Operating Income48.9 B50.1 B39.6 B
Increasing
Slightly volatile

JP Morgan Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Net Cash Flow Business Acquisitions and Disposals109.2 M101.2 M75.6 M
Increasing
Slightly volatile
Net Cash Flow Investment Acquisitions and Disposals(52.8 B)(49 B)(74.9 B)
Increasing
Very volatile
Net Cash Flow from Financing35.6 B33 B19.7 B
Increasing
Very volatile
Issuance Repayment of Debt Securities (38.6 B)(35.7 B)(17.1 B)
Increasing
Very volatile
Issuance Purchase of Equity Shares(24.6 B)(24 B)(10.3 B)
Decreasing
Slightly volatile
Payment of Dividends and Other Cash Distributions (12.7 B)(12.3 B)(7.8 B)
Decreasing
Slightly volatile
Net Cash Flow from Investing(58.3 B)(54 B)(76.5 B)
Increasing
Very volatile
Net Cash Flow from Operations6.2 BB45.4 B
Decreasing
Slightly volatile
Effect of Exchange Rate Changes on Cash (186.8 M)(182 M)253.7 M
Increasing
Very volatile
Net Cash Flow or Change in Cash and Cash Equivalents(16.4 B)(15.2 B)(11.1 B)
Decreasing
Stable
Share Based Compensation2.5 B2.3 B2.6 B
Decreasing
Slightly volatile
Depreciation Amortization and Accretion7.7 B8.4 B5.9 B
Increasing
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Earnings per Basic Share9.0310.756.2874
Increasing
Slightly volatile
Earnings per Diluted Share9.010.726.2536
Increasing
Slightly volatile
Earnings per Basic Share USD9.0310.756.2874
Increasing
Slightly volatile
Dividends per Basic Common Share2.633.31.7606
Increasing
Slightly volatile
Return on Average Equity0.120.1320.0966
Increasing
Slightly volatile
Return on Average Assets0.01180.0130.0091
Increasing
Slightly volatile
Return on Invested Capital0.01480.01610.0117
Increasing
Slightly volatile
Gross Margin0.890.90.9813
Decreasing
Slightly volatile
Profit Margin0.280.30.2197
Increasing
Slightly volatile
EBITDA Margin0.440.4420.36
Increasing
Slightly volatile
Return on Sales0.360.370.3016
Increasing
Slightly volatile
Asset Turnover0.03750.03780.0405
Decreasing
Slightly volatile
Payout Ratio0.310.3070.2744
Increasing
Slightly volatile
Enterprise Value over EBITDA15.0815.13515.7818
Decreasing
Slightly volatile
Enterprise Value over EBIT18.1318.019.1933
Decreasing
Slightly volatile
Price to Earnings Ratio13.9512.96712.5942
Increasing
Stable
Sales per Share34.7435.89228.1724
Increasing
Slightly volatile
Price to Sales Ratio3.53.8842.6829
Increasing
Slightly volatile
Price to Book Value1.521.6731.1504
Increasing
Slightly volatile
Debt to Equity Ratio9.089.2839.7747
Decreasing
Slightly volatile
Dividend Yield0.02470.0240.0227
Increasing
Slightly volatile
Free Cash Flow per Share1.921.87711.9801
Decreasing
Slightly volatile
Book Value per Share77.9481.12163.9165
Increasing
Slightly volatile
Tangible Assets Book Value per Share802818667
Increasing
Slightly volatile
Total Assets Per Share747871691
Increasing
Slightly volatile
Cash Flow Per Share2.011.96049.359
Decreasing
Slightly volatile
Calculated Tax Rate24.7918.215326.1281
Decreasing
Slightly volatile
PPandE Turnover8.166.99067.7801
Decreasing
Stable
Cash and Equivalents Turnover0.610.52510.5832
Decreasing
Slightly volatile
Revenue to Assets0.05490.0530.0474
Increasing
Stable

JP Morgan Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Earnings per Basic Share9.0310.756.2874
Increasing
Slightly volatile
Earnings per Diluted Share9.010.726.2536
Increasing
Slightly volatile
Earnings before Tax39.4 B42.8 B30.6 B
Increasing
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization EBITDA47.1 B51.1 B36.6 B
Increasing
Slightly volatile
Earnings per Basic Share USD9.0310.756.2874
Increasing
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization USD47.1 B51.1 B36.6 B
Increasing
Slightly volatile
Dividends per Basic Common Share2.633.31.7606
Increasing
Slightly volatile
Market Capitalization375.5 B437.2 B270.1 B
Increasing
Slightly volatile
Enterprise Value628.9 B773.8 B513.5 B
Decreasing
Very volatile
Invested Capital3035.1 B2886.5 B2654.9 B
Increasing
Slightly volatile
Average Equity265.4 B262.2 B228.6 B
Increasing
Slightly volatile
Average Assets2830.4 B2729.2 B2473.9 B
Increasing
Slightly volatile
Invested Capital Average3084.2 B2964.1 B2675.9 B
Increasing
Slightly volatile
Tangible Asset Value2748.3 B2634 B2414.7 B
Increasing
Slightly volatile
Return on Average Equity0.120.1320.0966
Increasing
Slightly volatile
Return on Average Assets0.01180.0130.0091
Increasing
Slightly volatile
Free Cash Flow6.2 BB45.4 B
Decreasing
Slightly volatile
Return on Invested Capital0.01480.01610.0117
Increasing
Slightly volatile
Gross Margin0.890.90.9813
Decreasing
Slightly volatile
Profit Margin0.280.30.2197
Increasing
Slightly volatile
EBITDA Margin0.440.4420.36
Increasing
Slightly volatile
Return on Sales0.360.370.3016
Increasing
Slightly volatile
Asset Turnover0.03750.03780.0405
Decreasing
Slightly volatile
Payout Ratio0.310.3070.2744
Increasing
Slightly volatile
Enterprise Value over EBITDA15.0815.13515.7818
Decreasing
Slightly volatile
Enterprise Value over EBIT18.1318.019.1933
Decreasing
Slightly volatile
Price to Earnings Ratio13.9512.96712.5942
Increasing
Stable
Sales per Share34.7435.89228.1724
Increasing
Slightly volatile
Price to Sales Ratio3.53.8842.6829
Increasing
Slightly volatile
Price to Book Value1.521.6731.1504
Increasing
Slightly volatile
Debt to Equity Ratio9.089.2839.7747
Decreasing
Slightly volatile
Dividend Yield0.02470.0240.0227
Increasing
Slightly volatile
Free Cash Flow per Share1.921.87711.9801
Decreasing
Slightly volatile
Book Value per Share77.9481.12163.9165
Increasing
Slightly volatile
Tangible Assets Book Value per Share802818667
Increasing
Slightly volatile
Total Assets Per Share747871691
Increasing
Slightly volatile
Cash Flow Per Share2.011.96049.359
Decreasing
Slightly volatile
Revenue Per Employee484.9 K554.2 K461.3 K
Increasing
Slightly volatile
Net Income Per Employee115.3 K141.8 K98.2 K
Increasing
Slightly volatile
Calculated Tax Rate24.7918.215326.1281
Decreasing
Slightly volatile
PPandE Turnover8.166.99067.7801
Decreasing
Stable
Cash and Equivalents Turnover0.610.52510.5832
Decreasing
Slightly volatile
Revenue to Assets0.05490.0530.0474
Increasing
Stable

JP Morgan Fundamental Market Drivers

Short Percent Of Float0.78%
Forward Price Earnings10.48
Shares Short Prior Month24.81M
Average Daily Volume Last 10 Day21.05M
Average Daily Volume In Three Month24.68M
Date Short Interest15th of June 2020
Fifty Day Average98.38
Two Hundred Day Average108.88

JP Morgan Upcoming Events

Upcoming Quarterly Report14th of July 2020
Next Earnings Report20th of October 2020
Next Fiscal Quarter End30th of June 2020
Next Fiscal Year End12th of January 2021
Last Quarter Report31st of March 2020
Last Earning Announcement30th of June 2019

About JP Morgan Financial Statement Charts

There are typically three primary documents that fall into the category of financial statements. These documents include JP Morgan income statement, its balance sheet, and the statement of cash flows. JP Morgan investors use historical funamental indicators, such as JP Morgan's revenue or net income, to determine how well the company is positioned to perform in the future. Although JP Morgan investors may use each financial statement separately, they are all related. The changes in JP Morgan's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on JP Morgan's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on JP Morgan Financial Statements. Understanding these patterns can help to make the right decision on long term investment in JP Morgan. Please read more on our technical analysis and fundamental analysis pages.
 2017 2018 2019 2020 (projected)
Cash and Equivalents431.3 B278.79 B263.63 B299.34 B
Total Assets2,533.6 B2,622.53 B2,687.38 B2,806.45 B

Current Sentiment - JPM

JP Morgan Chase Investor Sentiment

Predominant part of Macroaxis users are currently bullish on JP Morgan Chase. What is your judgment towards investing in JP Morgan Chase? Are you bullish or bearish?
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Bearish
98% Bullish
2% Bearish
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Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page