
JPMorgan Chase & Co.
JPM-PLNYSEFinancial ServicesBanks - Diversified
Latest quote
$18.08
+$0.07 · +0.39%
JPM-PL company overview
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AI-powered factor overview
GoAI score
Hold
Wait — insufficient conviction to act
Valuation
55
Fair Value
Momentum
39
Weakening
Sentiment
61
Bullish
Risk resilience
80
Low Risk
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Company profile
Company websiteJPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
- Industry
- Banks - Diversified
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Jamie Dimon
- Listed since
- May 14, 2021
- Employees
- 320,079
Market position
- Volume
- 324.05K
- 1.76× average
- Average volume
- 184.43K
- Average daily volume
- Market cap
- 910.85B USD
- Beta
- 0.98
- Market reference 1
Financials
Financial snapshot
Latest / TTMValuation & yield
- P/E (TTM)
- 15.32×
- P/B (TTM)
- 2.65×
- P/S (TTM)
- 3.21×
- Dividend yield
- 1.68%
Profitability & efficiency
- Gross margin
- 62.60%
- Operating margin
- 28.19%
- Net margin
- 21.86%
Financial health
- Debt / equity
- 3.3×
- Altman Z-score
- 0.52
- Piotroski F-score
- 6 of 9
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 279.75B USD | 270.79B USD | 236.27B USD | 153.82B USD | 127.24B USD |
| Cost of goods sold | 112.14B USD | 112B USD | 90.6B USD | 32.43B USD | −3.67B USD |
| Gross profit | 167.61B USD | 158.79B USD | 145.67B USD | 121.39B USD | 130.91B USD |
| Selling, general, and administrative | 60.02B USD | 56.33B USD | 51.06B USD | 45.55B USD | 41.6B USD |
| Operating expenses | 95.01B USD | 83.7B USD | 84.06B USD | 75.23B USD | 71.34B USD |
| Interest income | 193.34B USD | 193.93B USD | 170.59B USD | 92.81B USD | 57.86B USD |
| Interest expense | 97.9B USD | 101.35B USD | 81.32B USD | 26.1B USD | 5.55B USD |
| Depreciation and amortization | 8.82B USD | 7.94B USD | 7.51B USD | 7.05B USD | 7.93B USD |
| Operating income | 72.6B USD | 75.08B USD | 61.61B USD | 46.17B USD | 59.56B USD |
| Net income | 57.05B USD | 58.47B USD | 49.55B USD | 37.68B USD | 48.33B USD |
Company facts updated Aug 25, 2026.
Earnings
- EPS beat rate
- 83%
- 5 beats, 1 miss, 0 met estimates
- Average EPS surprise
- +13.18%
- 6 comparable reports
- Latest EPS result
- 7.7
- Estimate 5.59 · Beat by 37.75%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
Corporate actions
Annual dividends per share
Cash distributions grouped by calendar year; partial years are marked.
$1.1563
2025 complete year0.0% since 2022
2026 partial: $0.8672
$1.1563
2,022
$1.1563
2,023
$1.1563
2,024
$1.1563
2,025
$0.8672
2,026*
* Partial calendar year in the available dividend history.
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
Dividend | Aug 3, 2026 | $0.2891Quarterly | Aug 3, 2026 | Sep 1, 2026 |
Dividend | May 4, 2026 | $0.2891Quarterly | May 4, 2026 | Jun 1, 2026 |
Dividend | Jan 30, 2026 | $0.2891Quarterly | Jan 30, 2026 | Mar 2, 2026 |
Dividend | Nov 3, 2025 | $0.2891Quarterly | Nov 3, 2025 | Dec 1, 2025 |
Dividend | Aug 4, 2025 | $0.2891Quarterly | Aug 4, 2025 | Sep 2, 2025 |
Dividend | May 2, 2025 | $0.2891Quarterly | May 2, 2025 | Jun 2, 2025 |
Ex-dividend Aug 3, 2026
$0.2891
Quarterly
Record Aug 3, 2026 · Payment Sep 1, 2026
Ex-dividend May 4, 2026
$0.2891
Quarterly
Record May 4, 2026 · Payment Jun 1, 2026
Ex-dividend Jan 30, 2026
$0.2891
Quarterly
Record Jan 30, 2026 · Payment Mar 2, 2026
Ex-dividend Nov 3, 2025
$0.2891
Quarterly
Record Nov 3, 2025 · Payment Dec 1, 2025
Ex-dividend Aug 4, 2025
$0.2891
Quarterly
Record Aug 4, 2025 · Payment Sep 2, 2025
Ex-dividend May 2, 2025
$0.2891
Quarterly
Record May 2, 2025 · Payment Jun 2, 2025
JPM-PL peers
ETFs holding JPM-PL
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Preferred and Income Securities ETFPFF82.18M0.63%13.04B USD0.45%$30.51+0.16%
Invesco Preferred ETFPGX48.86M1.32%3.76B USD0.50%$10.61+0.65%
First Trust Preferred Securities and Income ETFFPE14.15M0.23%6.28B USD0.83%$17.660.00%
Invesco Financial Preferred ETFPGF13.61M2.10%658.76M USD0.55%$13.41+0.40%
State Street SPDR ICE Preferred Securities ETFPSK5.73M0.85%673.56M USD0.45%$29.75+0.54%
PIMCO Preferred And Capital Securities Active Exchange-Traded FundPRFD728.6K0.31%236.61M USD0.88%$50.6507+0.26%
Innovator S&P Inv. Grade Preferred ETFEPRF428.31K0.64%67.43M USD0.47%$16.61+0.36%
Fidelity Preferred Securities & Income ETFFPFD418.48K0.53%80.75M USD0.59%$21.235+0.07%
iShares Preferred and Income Securities ETFPFF- Market value
- 82.18M
- Weight
- 0.63%
- AUM
- 13.04B USD
- Expense ratio
- 0.45%
- Price / 1D
- $30.51+0.16%
Invesco Preferred ETFPGX- Market value
- 48.86M
- Weight
- 1.32%
- AUM
- 3.76B USD
- Expense ratio
- 0.50%
- Price / 1D
- $10.61+0.65%
First Trust Preferred Securities and Income ETFFPE- Market value
- 14.15M
- Weight
- 0.23%
- AUM
- 6.28B USD
- Expense ratio
- 0.83%
- Price / 1D
- $17.660.00%
Invesco Financial Preferred ETFPGF- Market value
- 13.61M
- Weight
- 2.10%
- AUM
- 658.76M USD
- Expense ratio
- 0.55%
- Price / 1D
- $13.41+0.40%
State Street SPDR ICE Preferred Securities ETFPSK- Market value
- 5.73M
- Weight
- 0.85%
- AUM
- 673.56M USD
- Expense ratio
- 0.45%
- Price / 1D
- $29.75+0.54%
PIMCO Preferred And Capital Securities Active Exchange-Traded FundPRFD- Market value
- 728.6K
- Weight
- 0.31%
- AUM
- 236.61M USD
- Expense ratio
- 0.88%
- Price / 1D
- $50.6507+0.26%
Innovator S&P Inv. Grade Preferred ETFEPRF- Market value
- 428.31K
- Weight
- 0.64%
- AUM
- 67.43M USD
- Expense ratio
- 0.47%
- Price / 1D
- $16.61+0.36%
Fidelity Preferred Securities & Income ETFFPFD- Market value
- 418.48K
- Weight
- 0.53%
- AUM
- 80.75M USD
- Expense ratio
- 0.59%
- Price / 1D
- $21.235+0.07%
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