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Stock JPMorgan Chase & Co. JPM

JPMorgan Chase & Co. — Investlytic score 3/5 on the five criteria.

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60/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 3/5 criteria met. Data as of 03/10/2026.

  • ✅ Price trend passed
  • ✅ Growth passed
  • ❌ Debt failed
  • ✅ P/E passed
  • ❌ Correction failed

Price trend

Overall trend (8 years): the price has been multiplied by at least 1.5.

Price change 2018 → 2019: 42.80%

Price change 2019 → 2020: -8.85%

Price change 2020 → 2021: 24.62%

Price change 2021 → 2022: -15.31%

Price change 2022 → 2023: 26.85%

Price change 2023 → 2024: 40.92%

Price change 2024 → 2025: 34.42%

Price change 2025 → 2026: 3.40%

Price change 2026 (year to date): 2.37%

Financial growth

Revenue CAGR (8 years): 11.59%

Earnings CAGR (8 years): 8.38%

Growth status: positive trend (>1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 2.60

Debt/equity > 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 14.31

P/E < 25.0 (maximum threshold).

Correction (6 months)

Current correction: 8.76% from the high over 6 months.

Insufficient correction (< 10.0%).

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Criteria of the Investlytic model

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Price trend

Price & trend

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⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
JPMorgan Chase & Co.14.52.60+6.1 %🔒
Visa Inc.33.20.66+11.5 %–
Mastercard Incorporated35.72.46+12.6 %–
Bank of America Corporation11.51.21+2.7 %–
HSBC Holdings plc10.82.81+3.6 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by JPMorgan Chase & Co. over the latest fiscal years.

Revenue
280 bn USD
fiscal year 2025
Net income
57.0 bn USD
fiscal year 2025
Net margin
20.4 %
fiscal year 2025
Average annual growth
+16.6 %
Revenue growth over 5 years
Average annual growth
+10.7 %
Revenue growth over 10 years
Market cap
889 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
2020130 bn29.1 bn22.4 %n/a
2021127 bn48.3 bn38.0 %-2.0 %
2022154 bn37.7 bn24.5 %+20.9 %
2023236 bn49.6 bn21.0 %+53.6 %
2024271 bn58.5 bn21.6 %+14.6 %
2025280 bn57.0 bn20.4 %+3.3 %

Amounts converted to USD. Source: published annual accounts, collected on 06/11/2026.

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Accounts and financial health

Balance sheet and cash flow published by JPMorgan Chase & Co. over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
fragile accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
n/a
not applicable to banks and insurance
Piotroski Score
5 / 9
4 to 6: average accounts
DCF Value
710.87 USD
DCF above share price · share price 336.88 USD, gap +111.0 %
Net Debt / EBITDA
9.85 x
high debt
Fiscal year20212022202320242025
Cash and investments1,362 bn1,124 bn1,228 bn1,368 bn1,480 bn
Total Debt549 bn543 bn653 bn751 bn942 bn
Net Debt-192 bn-24.7 bn28.9 bn282 bn599 bn
Equity294 bn292 bn328 bn345 bn362 bn
Total assets3,744 bn3,666 bn3,875 bn4,003 bn4,425 bn
Operating cash flow78.1 bn107 bn13.0 bn-42.0 bn-148 bn
Investments (capex)00000
Free cash-flow78.1 bn107 bn13.0 bn-42.0 bn-148 bn
Share buybacks18.4 bn10.6 bn9.8 bn28.7 bn34.6 bn
Dividends paid12.9 bn13.6 bn13.5 bn14.8 bn16.6 bn

Amounts in USD, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)14.01 x
Price / book value2.41 x
Return on Equity (ROE)17.9 %
Return on Invested Capital (ROIC)3.3 %
Net margin21.9 %
Debt / equity3.32 x
Current ratio0.83 x
Interest coverage0.86 x
Free cash-flow yield-9.5 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 09/11/2026.

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Valuation and competitors

JPMorgan Chase & Co. compared with its sector on the same exchange and with its main competitors.

Company P/E
14.4
21.3 % below the sector
Sector median P/E
18.3
financial services, NYSE
Sector over 10 years
18.3
10-year median, range 15.0 to 24.9

Direct competitors

CompanyMarket cap (USD)P/ENet margin
JPMorgan Chase & Co.896 bn14.520.4 %
Bank of America Corporation BAC346 bn11.515.9 %
Citigroup Inc. C206 bn12.08.5 %
Wells Fargo & Company WFC250 bn12.117.3 %
HSBC Holdings plc HSBC293 bn10.816.6 %
The Goldman Sachs Group, Inc. GS260 bn12.913.7 %
Morgan Stanley MS291 bn14.914.7 %
Mitsubishi UFJ Financial Group, Inc. MUFG247 bn13.815.0 %
Mizuho Financial Group, Inc. MFG119 bn13.810.3 %
Sector median (NYSE)18.3

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on . Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering JPMorgan Chase & Co. publish: ratings, price targets and earnings forecasts.

Majority rating
buy
61 analysts
Average price target
373.36 USD
from 312.00 USD to 425.00 USD, 36 targets over 12 months
Gap with the share price
+10.8 %
price 337.04 USD on 30/10/2026

Breakdown of ratings

strong buy 1buy 31hold 27sell 2strong sell 0

Analysts' average target 373.36 USD, DCF value 710.87 USD, share price 337.04 USD.

Average target over the last 3 months: 381.50 USD (8 targets).

Analyst forecasts

Fiscal yearRevenueNet incomeExpected EPS (range)P/E on this EPSAnalysts
2026208 bn68.5 bn24.71 (23.95 / 25.33)13.611
2027217 bn72.2 bn25.57 (25.04 / 26.86)13.214
2028228 bn70.0 bn27.44 (24.88 / 29.58)12.310

Amounts in USD, the reporting currency.

Track record against expectations: reported EPS above consensus 10 times over the last 12 releases.

Rating changes (12 months)

DateFirmBeforeAfter
15/10/2026CitigroupNeutralNeutral
14/10/2026BairdNeutralNeutral
14/10/2026Truist SecuritiesHoldHold
14/10/2026BarclaysOverweightOverweight
14/10/2026RBC CapitalOutperformOutperform

Source: ratings and forecasts published by analysts, collected on 07/11/2026. An analyst rating or target is not a guarantee.

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Dividends and earnings

JPMorgan Chase & Co.: dividend history, last distributions, stock splits and earnings releases.

Frequency
quarterly
Last dividend
1.65 USD
ex-dividend on 06/10/2026
Last 12 months
6.15 USD
number of payments: 4
Yield
1.9 %
on the last known price
Years of increases
16
consecutive
Years of payments
30
uninterrupted
01.543.084.616.152007 : 1.44 USD2008 : 1.52 USD20082009 : 0.530 USD2010 : 0.200 USD20102011 : 0.800 USD2012 : 1.15 USD20122013 : 1.36 USD2014 : 1.56 USD20142015 : 1.68 USD2016 : 1.84 USD20162017 : 2.04 USD2018 : 2.48 USD20182019 : 3.30 USD2020 : 3.60 USD20202021 : 3.70 USD2022 : 4.00 USD20222023 : 4.05 USD2024 : 4.60 USD20242025 : 5.55 USD2026 : 6.15 USD2026

Annual dividend per share (USD), adjusted for splits. Light bar: current year, incomplete. Red bar: lower than the previous year.

Latest ex-dividend dates

Ex-dividendAmountPayment
06/10/20261.65 USD31/10/2026
06/07/20261.50 USD31/07/2026
06/04/20261.50 USD30/04/2026
06/01/20261.50 USD31/01/2026
06/10/20251.50 USD31/10/2025
03/07/20251.40 USD31/07/2025
04/04/20251.40 USD30/04/2025
06/01/20251.25 USD31/01/2025

Earnings releases

DatePublished EPSExpected EPSSurprise
13/10/20265.755.93-3.0 %
14/07/20267.705.59+37.7 %
14/04/20265.945.47+8.6 %
13/01/20264.634.85-4.5 %
14/10/20255.074.85+4.5 %
15/07/20254.964.48+10.7 %

Stock splits

DateOperation
12/06/2000split: 3 shares for 2
15/06/1998split: 2 shares for 1
16/04/1984split: 3 shares for 2
16/04/1982split: 3 shares for 2

Factual data: ex-dividend history and earnings calendar, as of 05/11/2026. A past dividend does not guarantee the next one.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in JPMorgan Chase & Co.

Free float
99.6 %
share of freely traded shares
Institutions
71.3 %
5,313 declared holders, 2026Q2
Large funds tracked
38
hold the stock as of 2026Q2
Executives (insiders)
0 / 2
0 purchases, 2 sales in 130 days
US elected officials
30
15 purchases, 15 sales in 12 months

Indices: S&P 500 (since 30/06/1975), Dow Jones (since 06/05/1991).

Large funds tracked

FundSharesValue (USD)Weight in the fundChangeQuarter
Vanguard Group266 m85.6 bn1.2 %-0.1 %2025Q4
State Street250 m82.0 bn1.2 %+101.5 %2026Q2
BlackRock206 m67.5 bn1.0 %-0.9 %2026Q2
Bank of America69.7 m22.8 bn1.5 %+6.1 %2026Q2
Morgan Stanley67.1 m22.0 bn1.2 %-2.1 %2026Q2
Geode Capital Management61.7 m20.1 bn1.1 %-1.3 %2026Q2
Norges Bank36.1 m11.8 bn1.2 %+2.1 %2026Q2
Northern Trust30.7 m10.0 bn1.2 %-1.7 %2026Q2

Latest insider transactions

DatePersonSideAmount
10/09/2026Leopold Robinsale882,026 USD
11/08/2026Leopold Robinsale903,518 USD

Elected officials' disclosures

DateOfficialSideAmount
04/09/2026Sheldon Whitehousesale$15,001 - $50,000
04/09/2026Sheldon Whitehousesale$15,001 - $50,000
20/08/2026Scott Franklinsale$1,001 - $15,000
20/08/2026Scott Franklinsale$1,001 - $15,000
20/08/2026Scott Franklinsale$1,001 - $15,000

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 08/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
NYSE
IPO: 17/03/1980
ISIN code
US46625H1005
Workforce
318,477
full-time employees
Chief executive
James Dimon
Next earnings
14/01/2027

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about JPMorgan Chase & Co.

What is the JPMorgan Chase & Co. share price?

Latest recorded price: 334.49 USD on 06/11/2026, for a market cap of 889 bn USD.

What is the revenue of JPMorgan Chase & Co.?

280 bn USD for fiscal year 2025, with net income of 57.0 bn USD (net margin 20.4 %).

Does JPMorgan Chase & Co. pay a dividend?

Yes. Latest dividend: 1.65 USD per share, ex-dividend on 06/10/2026. Over 12 months: 6.15 USD. Yield on the latest known price: 1.9 %.

When does JPMorgan Chase & Co. report its next earnings?

The next release is expected on 14/01/2027. EPS expected by analysts: 5.90.

What do analysts say about JPMorgan Chase & Co.?

Out of 61 analysts: 32 buy or strong buy, 27 hold, 2 sell or strong sell. Average price target: 373.36 USD, i.e. +10.8 % from the share price.

What is the P/E ratio of JPMorgan Chase & Co.?

Trailing 12-month P/E of 14.4, against 18.3 for the sector median on the same exchange (10-year median: 18.3).

Is JPMorgan Chase & Co. stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN US46625H1005).

How many employees does JPMorgan Chase & Co. have?

318,477 full-time employees according to the latest published profile.

Who runs JPMorgan Chase & Co.?

James Dimon is the company's chief executive.

Which large funds own JPMorgan Chase & Co.?

As of 2026Q2, among the large funds tracked: Vanguard Group, State Street, BlackRock, Bank of America, Morgan Stanley.

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