Revenue segments as reported by the company.

Net interest income

Noninterest income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Provision for credit losses

Noninterest expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

JPMorgan Chase & Co

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase & Co. The bank was known as Chase Manhattan Bank until it merged with J.P. Morgan & Co. in 2000. Chase Manhattan Bank was formed by the merger of the Chase National Bank and The Manhattan Company in 1955. The bank has been headquartered in Columbus, Ohio since its merger with Bank One Corporation in 2004. The bank acquired the deposits and most assets of Washington Mutual.

Chase Manhattan Bank

Bank One Corporation was the sixth-largest bank in the United States. It traded on the New York Stock Exchange under the stock symbol ONE. The company merged with JPMorgan Chase & Co. on July 1, 2004. The company had its headquarters in the Bank One Plaza (now the Chase Tower) in the Chicago Loop in Chicago, Illinois, now the headquarters of Chase's retail banking division.

Bank One Corp

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm offers a range of investment banking products and services in all capital markets, including advising on corporate strategy and structure, capital raising in equity and debt markets, risk management, market making in cash securities and derivative instruments, and brokerage and research. It operates through the following business segments: Consumer and Community Banking (CCB), Corporate and Investment Bank (CIB), Commercial Banking (CB), Asset and Wealth Management (AWM), and Corporate. The CCB segment serves consumers and businesses through personal service at bank branches and through automated teller machines, online, mobile, and telephone banking. The CIB segment offers a suite of investment banking, market-making, prime brokerage, lending, and treasury and securities products and services to a global client base of corporations, investors, financial institutions, merchants, governments, and municipal entities. The CB segment provides comprehensive financial solutions, including lending, wholesale payments, investment banking and asset management products for middle market banking, corporate client banking, and commercial real estate banking. The AWM segment provides investment and wealth management services. The Corporate segment consists of treasury, chief investment office, and other corporate. The company was founded in 1968 and is headquartered in New York, NY.

Earnings data Q1 2021

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Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

JPMorgan Chase reports robust earnings, eyes growth amid challenges

JPMorgan Chase delivered strong financial performance in Q4 2022 and full-year 2022, driven by diversified revenue streams and prudent risk management practices.
While facing challenges related to regulatory changes and expense management, the firm remains focused on achieving its ROTCE target and optimizing operational efficiency.
Opportunities for growth include leveraging stability in consumer and small business segments, strategic acquisitions, and ongoing initiatives to enhance profitability.
Overall, JPMorgan's solid performance, strong capital position, and commitment to delivering shareholder value position the firm well for future success.

JPMorgan Chase posts robust Q1 earnings, eyes growth amid challenges

JPMorgan Chase's Q1 performance reflects strong financial health, prudent capital management, and strategic focus on growth opportunities amidst macroeconomic uncertainties and regulatory challenges. The company's emphasis on preparing for higher rates and exploring new strategies positions it well for future growth.

JPMorgan Chase posts robust Q2 earnings amidst market challenges

JPMorgan Chase delivered strong financial performance in Q2 2023, driven by robust net income, revenue, and business segment results.
While facing challenges in certain market segments and regulatory changes, the company is proactively addressing concerns and exploring opportunities for growth.
With a focus on financial strength, strategic planning, and proactive risk management, JPMorgan Chase is well-positioned to navigate uncertainties and capitalize on opportunities.
Anticipated adjustments in business strategies and pricing reflect a forward-looking approach to optimize performance and adapt to evolving market conditions.

JPMorgan Chase posts strong Q3 earnings amidst regulatory uncertainties

JPMorgan Chase delivered robust financial performance in Q3, driven by revenue growth and strong net income. While facing challenges from rising expenses and regulatory uncertainties, the bank remains optimistic about market stability and growth opportunities.

JPMorgan Chase posts robust earnings, eyes growth amid market challenges

JPMorgan Chase delivered strong financial performance in Q4 2023 and full-year 2023, driven by key segments like Investment Banking and Commercial Banking.
While facing challenges such as rising expenses and market uncertainties, the company remains focused on managing costs and capitalizing on growth opportunities.
Strategic initiatives in private credit markets, cautious buybacks, and a focus on credit quality position JPMorgan for continued success in a dynamic financial landscape.
The outlook for 2024 includes a balanced approach to navigating market conditions, regulatory changes, and potential rate cuts, aiming for sustained profitability.

JPMorgan Chase posts solid Q1 earnings amidst market challenges

JPMorgan Chase's Q1 2024 earnings reflect a mix of strengths and challenges across its business segments. The bank remains cautious about interest rate scenarios and regulatory impacts while focusing on optimizing returns and strategic investments. Opportunities exist in Investment Banking growth, fee wallet expansion, and Wholesale Payments business resilience.

JPMorgan Chase reports stellar Q2 earnings amidst regulatory challenges

JPMorgan Chase's Q2 performance reflects strong financial health and operational excellence across its diverse business segments, driving significant net income and EPS.
While the firm faces challenges related to regulatory changes and cost management, its solid revenue growth and dividend increase signal confidence in future prospects.
By leveraging its strengths in Investment Banking, Consumer & Community Banking, and Asset Management, JPMorgan Chase can capitalize on opportunities for growth and value creation.
Navigating the evolving financial landscape and addressing key concerns will be crucial for the firm to maintain its competitive edge and deliver sustainable shareholder returns.

JPMorgan Chase posts robust Q3 earnings amidst margin challenges

JPMorgan Chase delivered strong Q3 results with notable revenue and earnings across its business segments.
While facing challenges such as expense management and potential margin compression, the bank remains well-positioned.
Opportunities lie in capital deployment, growth strategies, and enhancing deposit margins to drive future performance.
Overall, JPMorgan's performance reflects resilience, market leadership, and a focus on long-term growth.

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Intel

Microsoft

NIKE

Tesla

The major indexes are trading near record highs after the Fed's rate cut fueled a rebound from a shaky start to September. Looking ahead at specific companies, October brings a major product launch from one of the Magnificent Seven and earnings reports from key companies in the tech, banking, and apparel industries.

Five Stocks to Watch in October—and What to Watch For

Morgan Stanley analyst Betsy Graseck cuts JPMorgan to equal-weight from overweight due to the stock's outperformance.

JPMorgan Chase has less potential upside than Bank of America, Citi or Goldman, according to one analyst

Questions hang over who will succeed JPMorgan Chase CEO Jamie Dimon and when, but analysts and investors say one thing is almost certain: the bank's stock will slump when the powerful bank chief eventually departs.

Focus: JPMorgan's 'Jamie premium' to be tested as CEO succession looms

Adams Diversified Equity Fund

ArrowMark Financial

ConocoPhillips

Calamos Strategic Total Return Fund

Chevron

EOG Resources

Eaton Vance Enhanced Equity Income Fund

Eaton Vance Tax-Managed Diversified Equity Income Fund

abrdn Life Sciences Investors 

India Fund Inc

New Linde PLC

Eli Lilly

Marathon Oil

Adams Natural Resources Fund Inc

LMP Capital and Income Fund

Liberty All Star Equity Fund

XAI Octagon Floating Rate & Alternative Income Term Trust

For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer "excess" discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.

5 Best CEFs This Month For 9% Plus Yield (September 2024)

JPMorgan disclosed that the Consumer Financial Protection Bureau could punish the lender for its role in Zelle, the giant peer-to-peer digital payments network. In response, JPMorgan issued a thinly veiled threat: "The firm is evaluating next steps, including litigation.

Why JPMorgan Chase is prepared to sue the U.S. government over Zelle scams

JPMorgan Chase now has a yield of roughly 2.40%, but the stock is trading near all-time highs. Other banks have higher payout ratios and yields than JPMorgan.

JPMorgan Chase Just Hiked Its Payout by 9%. Is This a Great Dividend Stock?

NEW YORK , Sept. 26, 2024 /PRNewswire/ -- J.P.

J.P. Morgan Asset Management Launches New Active ETF: JPMorgan Dividend Leaders ETF (JDIV)

24/7 Wall St. Insights Does JPMorgan Chase & Co.

Are 5,000 JPMorgan Branches Too Many?

Wells Fargo

Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>

Q3 Earnings Season: A Look Ahead

The new workforce development project, sponsored by JPMorganChase, promotes equal access to career opportunities for overlooked communities. WASHINGTON and WILMINGTON, Del.

New Delaware Equitable Hiring Initiative to Fight Labor Shortages and Connect Wilmington's "Hidden Workers" to Quality Jobs

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does JPMorgan Chase & Co. (JPM) have what it takes?

Why JPMorgan Chase & Co. (JPM) is a Great Dividend Stock Right Now

JPM plans to increase its corporate banking team by roughly 10% to focus on emerging economies and expand its client base by offering comprehensive solutions.

JPMorgan to Increase Headcount in Corporate Banking Across Asia

Does JPM's leadership position in several businesses, the largest branch network in the U.S., and solid prospects make it the best pick now? Let's find out.

Is JPMorgan the Best Investment Bet Among Big Bank Stocks Right Now?

Bank of America

Goldman Sachs

When interest rate-cutting cycles hit the stock market, investors typically assume that they will positively affect most stocks, but that's just not the case. Some could benefit, such as consumer discretionary names and others in the energy sector, considering that consumer and business activity tends to rise after cuts.

Rate Cut Shockwaves: Which Bank Stocks Will Rise or Fall?

A year after Jamie Dimon named geopolitics the world's biggest risk, JPMorgan Chase's CEO sounded the alarm again. "Geopolitics is getting worse, they are not getting better," Dimon said in an interview with CNBC-TV18.

JPMorgan CEO Jamie Dimon warns 'geopolitics is getting worse'

JPMorgan , the largest bank in the U.S., is bullish on India and Japan within Asia but is also keen to allocate resources towards Southeast Asia, which is benefiting from the "China Plus One" strategy, a top official at the bank said.

JPMorgan bullish on India and Japan, top Asia official says

JPMorgan Chase & Co. (JPM) concluded the recent trading session at $211.44, signifying a +0.17% move from its prior day's close.

JPMorgan Chase & Co. (JPM) Ascends But Remains Behind Market: Some Facts to Note

Alphabet

Owens Corning

US stocks have surged over the past two days following the Federal Reserve's decision to lower its benchmark interest rate by 50 basis points. This marks the Fed's first rate cut in four years and signals a more accommodative monetary policy ahead, with an additional 50-basis point cut projected by year-end.

Top 3 rate-sensitive stocks to watch in 2025 amid Fed rate cuts

JPMorgan Chase is reportedly testing a credit card product in the United Kingdom. The bank has been working on the product for over a year and senior executives are now testing it within their mobile apps, Bloomberg reported Friday (Sept.

Report: JPMorgan Chase Trials UK Credit Card on Mobile App

Citigroup

U.S. banks, including C, WFC, JPM, HTBI and FFWM, rally as the Fed cuts rates, raising hopes of lower deposit costs and improving loan demand and asset quality.

U.S. Bank Stocks Rally After Fed Cuts Interest Rates by 50Bps

Alerian MLP ETF

Ares Capital

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

VanEck Vectors BDC Income ETF

Enbridge

Enterprise Products Partners

Energy Transfer LP Unit

SPDR Gold Trust

Mid-America Apartment Communities

NextEra Energy

Realty Income Corp

Schwab US Dividend Equity ETF

iShares 0-3 Month Treasury Bond ETF

SPDR Portfolio S&P 500 High Dividend ETF

AT&T

Vanguard Real Estate ETF

W. P. Carey

Utilities Select Sector SPDR Fund

The Federal Reserve's 50-basis-point rate cut seems like a big tailwind for dividend stocks. However, the rate cut also brings several warnings to the dividend stock space. We discuss what these are and how we are positioning our portfolio to navigate rate cuts.

An Important Warning For Dividend Investors After The Fed's Big Rate Cut

JPMorgan Chase announced on Thursday leadership changes in a push to strengthen its healthcare and technology investment banking, according to an internal memo seen by Reuters.

JPMorgan names heads for healthcare, tech investment banking

JPMorgan seeks to expand in Africa as it believes that the African markets have huge growth potential in asset management, payments, and commercial and investment banking.

JPM Seeks Africa Expansion, CEO Dimon to Visit Continent Next Month

Lower interest rates tend to be a boon for equities. Falling rates also steepen the yield curve, which benefits banks.

News for JPMorgan Chase & Co Stock (JPM)