FFilingSight

JPMorgan Chase & Co.

JPMFinancials

Generated Jul 4, 2026, 03:17 PM UTC

Buy

Buy on JPM (JPMorgan Chase & Co.). Composite score 29 (confidence 76%). Revenue grew +22.9% YoY to $158.10B. 5-year revenue CAGR +6.4%; 10y CAGR +5.8%. Net margin at 31.34% (expanding ▲). Market cap $896.22B at $334.47 per share. Trailing P/E 20.61, P/S 5.67, P/B 2.46. Graham number $222.74 (trades above intrinsic). Risk: Moderate. Macro: Risk-on · Supportive.

Market cap
$896.22B
2.68B shares
Price
$334.47
NYQ
P/E (ttm)
20.61
Revenue (FY)
$158.10B
YoY +22.9%
Net margin
31.34%
▲ 7.06pp
Free cash flow
—
Risk level
Moderate

Free SEC analysis

— computed from SEC filings, free to read
Free previewFundamentals Analyst

Fundamentals

Fundamentals Analyst
score 60Bullish
60% conf

Revenue grew +22.9% YoY to $158.10B. 5-year revenue CAGR +6.4%; 10y CAGR +5.8%. Net margin at 31.34% (expanding ▲).

  • Revenue grew +22.9% YoY to $158.10B.
  • 5-year revenue CAGR +6.4%; 10y CAGR +5.8%.
  • Net margin at 31.34% (expanding ▲).
  • Return on equity 15.11%, ROA 1.28%, ROIC 0.00%.
  • Gross margin 0.00%, operating margin 0.00%.
  • Net income up ▲ +31.5% YoY.
  • Debt/equity 0.74, current ratio —, net debt -$8.86B.
  • Asset turnover 0.03 — capital efficiency.
Revenue (FY)
$158.10B
YoY +22.9%
Net margin
31.34%
▲ 7.06pp
ROE
15.11%
ROA 1.28%
ROIC
0.00%
EPS (diluted)
$16.23
FY2025
Free cash flow
—
Debt / equity
0.74
Cash $278.79B
Current ratio
—
Equity $364.04B
Annual fundamentals — up to 10 years (SEC 10-K, US-GAAP)
FYRevenueRev YoYGross%Op%Net%FCFROE%
2016$95.11B—0.000.0022.86—9.38
2017$93.54B-1.6%0.000.0026.13—9.87
2018$96.57B+3.2%0.000.0025.61—9.73
2019$100.70B+4.3%0.000.0024.27—9.56
2020$108.78B+8.0%0.000.0029.85—12.66
2021$115.72B+6.4%0.000.0031.48—13.94
2022$119.95B+3.7%0.000.0024.29—10.43
2023$121.65B+1.4%0.000.0039.73—16.43
2024$128.69B+5.8%0.000.0029.28—12.89
2025$158.10B+22.9%0.000.0031.34—15.11
Quarterly revenue trend (last 6 quarters, SEC 10-Q)
Quarter endRevenueYoYQoQNet margin
Sep 30, 2013$23.12B-68.5%—54.70%
Mar 31, 2014$22.99B-8.5%-0.5%22.94%
Jun 30, 2014$47.45B-5.7%+106.4%23.73%
Jun 30, 2014$24.45B-51.4%-48.5%46.04%
Sep 30, 2014$71.69B-2.4%+193.2%23.48%
Sep 30, 2014$24.25B-67.0%-66.2%69.42%
Revenue (annual, SEC 10-K)
2016: 95,112
2017: 93,543
2018: 96,569
2019: 100,705
2020: 108,783
2021: 115,720
2022: 119,951
2023: 121,649
2024: 128,695
2025: 158,104
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Profitability trends (%)
0.09.919.929.839.7201620182020202220242025
GrossOperatingNet
Sources:SEC EDGAR — Company Facts (XBRL)
Free previewRegulatory Analyst

Filings & Ownership

Regulatory Analyst
score 25Bullish
80% conf

Recent insider Form 4s: 0 buy vs 0 sell transactions. ~10,000+ recent 13F-HR filings reference JPMorgan Chase & Co.; broad institutional reporting. Recent filers include RBC cees Trustee LTD, MM Capital LLC, LANSDOWNE PARTNERS LIMITED PARTNERSHIP.

  • Recent insider Form 4s: 0 buy vs 0 sell transactions.
  • ~10,000+ recent 13F-HR filings reference JPMorgan Chase & Co.; broad institutional reporting.
  • Recent filers include RBC cees Trustee LTD, MM Capital LLC, LANSDOWNE PARTNERS LIMITED PARTNERSHIP.
  • 3 recent 13D activist/beneficial-ownership filings — potential catalyst.
  • 17 recent 13G passive institutional ownership notices.
Latest 10-K
—
Latest 10-Q
—
8-K (recent)
0
Insider net
—
0B/0S
13F filers
10k+
Activist 13D
3
Recent 13F institutional filers (SEC EDGAR full-text)
FilerFormFiled
RBC cees Trustee LTD13F-HRNov 12, 2009
MM Capital LLC13F-HRFeb 16, 2010
LANSDOWNE PARTNERS LIMITED PARTNERSHIP13F-HRAug 14, 2012
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD13F-HRMay 16, 2005
MM Capital LLC13F-HRFeb 14, 2011
Sources:SEC EDGAR — Company FilingsSEC EDGAR — Full-Text Search

Unlock the rest

  • Valuation
    Market cap $896.22B at $334.47 per share.
    Pro
  • Price & Technicals
    Price $334.47 — uptrend (above 200-DMA); 1-month momentum positive.
    Pro
  • Macro & Rates
    Market regime: Risk-on · Supportive.
    Pro
  • Risk Scorecard
    Composite risk: Moderate.
    Pro

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Macro exposure

Rate-sensitive · High sensitivity
Neutral

Macro regime: Risk-on · Supportive. JPMorgan Chase & Co. is a rate-sensitive name (high macro sensitivity) — a supportive backdrop, though defensives lag risk-on tapes.

Macro regime
Risk-on · Supportive
Yield curve
Normal
VIX
16.59
Fed funds
3.63%
CPI YoY
+4.2%

Advisor read

deterministic preview
Buy

Revenue grew **+22.9%** YoY to $158.10B..

Conviction
65%
Risk
Moderate
Macro
Neutral
Sizing tilt
Trim
Sizing trimmed ~10% — macro neutral — regime: Risk-on · Supportive.
Run full personalized advisor

Peer comparison

Rate-sensitive group

How JPM stacks up against tracked peers with similar macro sensitivity — by rating, score and regime verdict.

CompanyRatingScoreMacro
JPMorgan Chase & Co. JPM● youBuy29Neutral
Visa Inc. VBuy19Neutral