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

Bank of America

CME Group

To combat rising inflation, the U.S. Federal Reserve has raised the Federal Funds Rate from a range of 0% to 0.25% in March 2022 to a range of 5.25% to 5.5% at the time of writing. Now, since this key rate has reached its highest level since 2001, it has consumers wondering have interest rates peaked?

Have Interest Rates Peaked? Why Bill Ackman Thinks Fed Rate Hikes Are Done

JPMorgan Chase & Co. (JPM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

JPMorgan Chase & Co. (JPM) Upgraded to Buy: What Does It Mean for the Stock?

JPMorgan Chase (NYSE: JPM ) is a global banking powerhouse, known for its financial strength and stability. It's a top Warren Buffett holding and a recent addition to NEAM's portfolio, indicating strong confidence in its resilience.

The One Bank Stock You Should Have in Your Portfolio

'40 Act private equity fund provides access to qualified individual and institutional investors NEW YORK , Oct. 10, 2023 /PRNewswire/ -- The Private Equity Group ("PEG") of J.P. Morgan Asset Management today announced the launch of JPMorgan Private Markets Fund ("JPMF"), a 1940 Act-registered, evergreen private equity fund.

J.P. Morgan launches Private Markets Fund expanding investor access to private equity investment opportunities

High rates, the buyout of FRC and decent consumer loan demand are expected to have aided JPMorgan's (JPM) Q3 earnings amid rising funding costs, higher provisions and weak IB, mortgage banking and markets performances.

High Rates to Aid JPMorgan (JPM) Q3 Earnings, IB to Hurt

Citigroup

Goldman Sachs

Morgan Stanley

Wells Fargo

The big U.S. banks are reportedly facing a slowdown in lending growth due to rising interest rates, and it is expected to hurt their profits. Net interest income, a key driver of earnings for banks, has been boosted by the Federal Reserve's benchmark rate hikes over the last 18 months.

Slowing Loan Growth Expected to Squeeze Big US Banks' Profits

A slate of big banks will report earnings before the market opens on Friday. The impact of inflation and interest rates will be watched closely, as will which banks can outperform their rivals on Wall Street.

Big banks earnings are coming Friday — here's what to expect

JPMorgan Chase & Co (NYSE:JPM) will report third-quarter earnings Friday morning when it will look to outduel its rivals at Citigroup Inc (NYSE:C) and Wells Fargo & Company (NYSE:WFC).  The bank is expected to post revenue of $39.64 billion and earnings of $3.87 per share, compared to revenue of $32.72 billion and earnings of $3.12 per share in the year-ago quarter.

JPMorgan poised to deliver another earnings surprise on Friday

JPMorgan Chase has handily outperformed its peers in the banking sector, with 10% to 30% outperformance on a year-to-date basis on the back of much stronger-than-expected earnings leverage. The bank's balance sheet positioning and asset sensitivity have allowed it to benefit from higher interest rates and maintain strong net interest margins. JPMorgan's operating leverage, loan growth, and fee-generating businesses have contributed to its profitability and efficiency ratios, further setting it apart from its competitors.

JPMorgan Chase: Stretching Out Its Lead In A Tough Bank Stock Environment

Major global deal-makers, including Morgan Stanley (MS), Goldman Sachs (GS) and JPMorgan (JPM), are seeing a reversal in M&A activities.

Global Deal-Making Rebound in Q3: Will It be Sustainable?

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Here's Why JPMorgan Chase & Co. (JPM) is a Strong Momentum Stock

SPDR S&P Regional Banking ETF

Financial Select Sector SPDR Fund

JPMorgan Chase & Co. Chief Executive Jamie Dimon acknowledged the tragedy of bloodshed in Israel and said bank employees remained safe over the weekend, as bank stocks fell more deeply into the red than the broad market on Monday.

JPMorgan's Jamie Dimon says bank employees safe over the weekend; bank stocks fall on heels of Israel-Hamas war

Enel Chile

EPR Properties

Pfizer

Starbucks

Vale S.A.

In the ever-evolving financial realm, dividend stocks to buy continue to hold a revered space in a savvy investor's portfolio. These dividend-yielding stalwarts offer a steady income source, along with a pathway to augment your portfolio's value over time, by redeploying dividend payouts into the underlying company.

7 Dividend Stocks Ready to Roar Into 2024

Ford Motor Company

General Motors

Stellantis N.V. 

The United Auto Workers strike against Ford, General Motors and Stellantis is entering its fourth wee, and Wall Street investors eye earnings from JPMorgan, Blackrock and PepsiCo.

JPMorgan earnings, inflation data and UAW strike top week ahead

JPMorgan Chase's financial performance remains strong, with a 40% increase in net profit compared to last year. The yield on JPMorgan's Series M preferred shares has increased to approximately 6% due to rising interest rates. The potential for a capital gain on JPMorgan's preferred shares exists if interest rates decrease in the future.

JPMorgan Chase: A 6% Yield On Preferred Shares With Potential Capital Gains

Navient

State Street

After more than a three-year hiatus, those who are part of the more than $1.7 trillion in outstanding student loan debt now need to resume payments that were halted. While some financial institutions do not have much exposure to the student loan market, others have been active in providing loans.

4 Top Banks Stocks As Student Loan Payments Resume

Profit updates from the U.S.'s largest banks are expected to fare better than their stock price weakness would suggest when third-quarter earnings season kicks off this coming Friday.

Bank earnings await after a weak quarter for stock prices, but the biggest names remain more favored

NatWest Group plc 

Banco Santander

The Basel Committee on Banking Supervision plans to implement disclosure requirements for banks related to their crypto exposure.

JPMorgan, Others Required to Reveal Crypto Holdings Per New Plan

SPDR S&P Bank ETF

You might have expected financial stocks to be among the worst performers in the S&P 500 this year, in light of three high-profile bank failures, the pressure from the decline in market values for banks' bond holdings and the competition for deposits as interest rates have risen. But the financial sector is down 2.8% this year with dividends reinvested.

Here's what to expect when banks report earnings, and how cheap their stocks are now

the JPMorgan Chase JPM next earnings date is projected to be 10/13 before market open, with earnings estimates of $3.59/share on $36.99 Billion of revenue

JPMorgan Chase Reports Before The Open On 10/13

Dividend payments are important to investors—especially with stock prices softening in the face of high interest rates. Many shareholders depend on the cash they get from dividend stocks for both income and just general portfolio buoyancy amid ongoing uncertainty.

3 Top Dividend Stocks to Buy in Q4 2023

Capital One

D.R. Horton

Coca-Cola

Occidental Petroleum

Sysco

Warren Buffett, the legendary investor and CEO of Berkshire Hathaway (NYSE: BRK-A , NYSE: BRK-B ), has a keen eye for value stocks that are poised for growth. In recent months, he has been selectively adding to positions in companies he believes are undervalued and have significant upside potential.

7 Stocks Warren Buffett Is Loading Up on Before They Soar

Amgen

Boeing

Salesforce

Chevron

Disney

Dow Inc

Intel

Johnson & Johnson

McDonald's

Microsoft

NIKE

Verizon

Walgreens

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation is also a consideration.”–Dow Jones & Co. The highest-yield 10 stocks are October's Dogs of the Dow: JNJ, AMGN, KO, GS, CVX, IBM, DOW, MMM, VZ, and WBA averaged a 4.99% annual yield. Thirty Dow stocks represent nine of eleven sectors. Dow Jones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated October net-gains ranged 17.91%-45.47%, topped by WBA 10/2/23.

October Dogs Of The Dow: 3 Buyable, 7 Watchable

JPMorgan CEO Jamie Dimon spoke with Bloomberg about how he thinks AI will impact the future of work. Dimon said that he thinks AI will eventually cut down the work week to three and a half days.

JPMorgan CEO Jamie Dimon says our children will probably only work 3.5 days a week thanks to AI

The US economy is in good shape but there are "storm clouds" on the horizon, Jamie Dimon says. The JPMorgan chief worries about the fallout from pandemic stimulus as well as geopolitical risks.

News for JPMorgan Chase & Co Stock (JPM)