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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Monday's stock plunge started to stoke fears of a potential recession. Meanwhile, the Federal Reserve is eyeing a potential interest rate cut in September.

JPMorgan's Jamie Dimon thinks people overreact too much about market fluctuations

Low-income consumers may be pulling back, and high-income consumers may wind up spending their excess funds by the end of the year. However, J.P.

J.P. Morgan's Dimon: Credit Trends Are Normalizing, but No Signs of Near-Term Recession

JPMorgan Chase & Co. led major U.S. banks in total cash reserves, and their percentage increase from the previous quarter, by setting aside an additional $1.2 billion for potential losses on loans in the second quarter, as banks across the board eye an uncertain economic landscape.

JPMorgan Chase's $1.2B cash-reserve boost leads big banks as lenders brace for slowing economy

Banks have argued that covering the cost of scams will encourage more fraud and potentially cost billions of dollars.

JPMorgan, big banks facing probe over Zelle scams: report

Bank of America

Wells Fargo

The Consumer Financial Protection Bureau (CFPB) is investigating major U.S. banks for their handling of customer funds on the peer-to-peer payments platform Zelle, the Wall Street Journal reported on Wednesday.

U.S. consumer watchdog probes major US banks over Zelle scam, WSJ reports

Goldman Sachs

U.S. Bancorp

Warren Buffett (Trades, Portfolio)'s Berkshire Hathaway (BRK.A, Financial) (BRK.B, Financial) sold about 34 million shares of Bank of America Corp. (BAC, Financial) between July 17 and July 19, 19 million shares between July 22 and 24 and another 18.40 million shares between July 30 and Aug. 1, according to recent Form 4 filings.

Bank of America: Buffett's Selling Activity Could Be a Bad Sign

Truist Financial

JPMorgan,U.S. Bancorp and Truist Financial have been highlighted in this Industry Outlook article.

Zacks Industry Outlook JPMorgan,U.S. Bancorp and Truist Financial

Apollo Global Management

Ares Capital

Ares Management

Brookfield Asset Management

VanEck Vectors BDC Income ETF

Brookfield Corp

Blackstone Group

Blackstone Secured Lending Fund

Carlyle Group

Golub Capital BDC

Main Street Capital

Oaktree Specialty Lending

Blue Owl Capital

The BDC sector is now in a correction. It also faces numerous significant headwinds. We share our outlook on and approach to the sector moving forward.

Very Bad News For BDCs

High funding costs and weakening asset quality will hurt Zacks Major Regional Banks. Yet, interest rate cuts, modest loan demand, decent economic growth and business restructuring efforts are likely to aid industry players like JPMorgan (JPM), U.S. Bancorp (USB) and Truist (TFC).

3 Stocks From the Prospering Major Regional Banks Industry

Caterpillar

Kroger

Lockheed Martin

Nabors Industries

Palantir Technologies

Exxon Mobil

In just a few months Americans will elect the next president of the United States. As it stands today, Vice President Kamala Harris is polling slightly ahead of Former President Donald Trump with a slim 1% lead.

7 Stocks That Will Win Big If Trump Wins ‘Bigly'

Apple

Amazon

Home Depot

NVIDIA

Realty Income Corp

Tesla

The Federal Reserve is telegraphing a possible September rate cut that will supercharge the stock market. If inflation continues to fall, Fed Chair Jerome Powell noted that “a reduction in our policy rate could be on the table” when the committee next reconvenes in mid-September, leading to the formation of some good stocks for rate cuts.

Rate Cuts Incoming? These 7 Stocks Could Skyrocket

Chubb

The Bank of Japan raised interest rates last week, throwing a monkey wrench into the yen carry trade. Stocks and bonds are selling off as foreign-currency investors struggle to unwind their trades.

Why JPMorgan, Wells Fargo, and Chubb Stocks Dropped on Monday

Citigroup

Shares of Citigroup (C), JPMorgan (JPM), Bank of America (BAC), Wells Fargo (WFC), Goldman Sachs (GS) and other U.S. banks tumbled after a weak July jobs report.

U.S. Bank Stocks Fell Amid Concern of Economic Slowdown

JPMorgan Chase is expanding, with the aim of reaching more Americans in smaller cities and towns.  Chairman and CEO Jamie Dimon is embarking on his 14th annual bus tour on Monday, with his first stop in Iowa, where the bank plans to open 25 more branches by 2030.

JPMorgan Chase is opening more small-town branches in middle America

Bank stocks tumbled on Monday as last week's sell-off, prompted by a weak jobs report on Friday, extended into the new week amid concerns about the rising risk of a U.S. recession and a weakening consumer outlook.

Bank Stocks Slump as Fears About US Economy Intensify

Morgan Stanley

U.S. bank stocks slumped on Monday as fears of a recession sent investors fleeing from a sector closely tied to the health of the economy and toward safe-haven assets.

US banks tumble as weak economic data sparks recession fears

As JPMorgan Chase investors puzzle over who will eventually replace Jamie Dimon as CEO, two of the contenders say they are more focused on winning market share and developing the bank's future leaders.

JPMorgan CEO contenders cite intense competition during market revival

JPMorgan Chase could be headed for a dust-up with the Consumer Financial Protection Bureau.

JPMorgan Chase Evaluates Legal Options as CFPB Scrutinizes Zelle Payments

JPMorgan Chase says the Consumer Financial Protection Bureau could take action against the bank over its handling of Zelle payments. “The CFPB staff has informed the firm that it is authorized to pursue a resolution of the inquiries or file an enforcement action,” the banking giant said in a Friday (Aug. 2) financial statement.

JPMorgan Could Face CFPB Action Over Zelle

JPMorgan Chase said on Friday it is considering whether to sue a U.S. government consumer watchdog over inquiries into the Zelle payment app.

JPMorgan considers suing consumer watchdog over Zelle

NEW YORK--(BUSINESS WIRE)--JPMorgan Chase & Co. (NYSE: JPM) (“JPMorganChase” or the “Firm”) has filed its Quarterly Report on Form 10-Q for the quarter ended June 30, 2024 with the SEC. The report is available on the SEC's website at www.sec.gov and will be available on the Firm's Investor Relations website at www.jpmorganchase.com/ir under SEC Filings & Other Disclosures. JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.

JPMorganChase Files Form 10-Q for the Quarter Ended June 30, 2024

Rising unemployment and falling job growth point to a weakening economy. In response, the Fed may feel bigger interest rate cuts may be in order.

Why Bank Stocks Like Wells Fargo and JPMorgan Chase Are Tumbling Today

General Electric

Mastercard

We're entering the dog days of summer, and the stock market continues to be a rollercoaster ride for investors. After a strong rally in the year's first half, the waters got choppy in July as investors rotated capital out of technology stocks in favor of small-caps and value stocks.

3 Up-and-Coming Stocks That Could Make Your Summer Unforgettable

PayPal

SoFi Technologies

Investors continue to seek out top financial stocks to buy, as the macroeconomic winds appear to be shifting. Federal Reserve chairman Jerome Powell all but served up a rate cut in September on a golden platter on Wednesday at the highly-anticipated Q&A session following the July interest rate session.

3 Financial Stocks to Buy in August and Add on Dips

Automatic Data Processing

Coca-Cola

Investing in dividend stocks for passive income has long been a desired strategy for income-focused investors. These companies often have decades of experience returning cash to shareholders by distributing a portion of their profits.

News for JPMorgan Chase & Co Stock (JPM)