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JPMorgan Chase & Co. (JPM)

(Real Time Quote from BATS)

$180.81 USD

180.81
12,589,540

-2.08 (-1.14%)

Updated Apr 16, 2024 03:45 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.15%
2Buy18.00%
3Hold9.44%
4Sell5.10%
5Strong Sell2.53%
S&P50011.08%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

C Value B Growth A Momentum B VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 28% (71 out of 251)

Industry: Banks - Major Regional

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Better trading starts here.

Balance Sheet

Research for JPM

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for JPMorgan Chase & Co falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 1,440,910 1,336,625 333,576 1,327,019 923,891
Receivables 1,408,649 1,241,110 NA NA NA
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 0 0 0 0 0
Total Current Assets 2,849,559 2,577,735 NA NA NA
Net Property & Equipment 30,157 27,734 27,070 27,109 25,813
Investments & Advances 771,988 816,531 878,303 750,634 537,997
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 64,381 60,859 56,691 53,428 53,341
Deposits & Other Assets 159,308 182,884 181,498 152,853 126,830
Total Assets 3,875,393 3,665,743 NA NA NA
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 261,247 246,640 247,934 260,417 224,595
Accounts Payable 2,690,995 2,640,320 NA NA NA
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 180,428 177,976 164,693 170,181 119,277
Total Current Liabilities 3,132,670 3,064,936 NA NA NA
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 391,825 295,865 301,005 281,685 291,498
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 0 0 0 0 0
Minority Interest (Liabilities) 23,020 12,610 10,750 17,578 17,841
Total Liabilities 3,547,515 3,373,411 NA NA NA
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 27,404 27,404 34,838 30,063 26,993
Common Stock (Par) 4,105 4,105 4,105 4,105 4,105
Capital Surplus 90,128 89,044 88,415 88,394 88,522
Retained Earnings 332,901 296,456 272,268 236,990 223,211
Other Equity -10,443 -17,341 -84 7,986 1,548
Treasury Stock 116,217 107,336 105,415 88,184 83,049
Total Shareholder's Equity 327,878 292,332 294,127 279,354 261,330
Total Liabilities & Shareholder's Equity 3,875,393 3,665,743 NA NA NA
Total Common Equity 300,474 264,928 259,289 249,291 234,337
Shares Outstanding 2,876.66 2,933.21 2,955.20 3,048.20 3,136.40
Book Value Per Share 104.45 90.32 87.74 81.78 74.72

Fiscal Year End for JPMorgan Chase & Co falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents 1,647,084 1,440,910 1,463,421 1,457,747 1,442,003
Receivables 1,417,088 1,408,649 NA NA NA
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 0 0 0 0
Total Current Assets 3,064,172 2,849,559 NA NA NA
Net Property & Equipment 30,279 30,157 29,677 29,493 28,266
Investments & Advances 769,015 771,988 773,659 775,766 805,992
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles 64,374 64,381 64,910 64,238 62,090
Deposits & Other Assets 162,887 159,308 150,801 151,346 181,795
Total Assets 4,090,727 3,875,393 NA NA NA
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable 371,938 261,247 314,220 307,294 288,637
Accounts Payable 2,729,878 2,690,995 NA NA NA
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 0
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities 228,327 180,428 207,457 178,809 189,864
Total Current Liabilities 3,330,143 3,132,670 NA NA NA
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 0 0 0 0
Convertible Debt NA 0 0 0 0
Long-Term Debt 395,872 391,825 362,793 364,078 295,489
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 0 0 0
Minority Interest (Liabilities) 28,075 23,020 24,896 19,647 14,903
Total Liabilities 3,754,090 3,547,515 NA NA NA
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock 29,900 27,404 27,404 27,404 27,404
Common Stock (Par) 4,105 4,105 4,105 4,105 4,105
Capital Surplus 89,903 90,128 89,899 89,578 89,155
Retained Earnings 342,414 332,901 327,044 317,359 306,208
Other Equity -11,639 -10,443 -17,104 -14,290 -14,418
Treasury Stock 118,046 116,217 113,977 111,640 109,372
Total Shareholder's Equity 336,637 327,878 317,371 312,516 303,082
Total Liabilities & Shareholder's Equity 4,090,727 3,875,393 NA NA NA
Total Common Equity 306,737 300,474 289,967 285,112 275,678
Shares Outstanding 2,872.09 2,876.66 2,891.00 2,906.00 2,922.20
Book Value Per Share 106.80 104.45 100.30 98.11 94.34