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Company Profile: JPMorgan Chase & Co. (JPM)

JPM insider trades (13 months) →

$337.98 −0.76% vs. previous close · Market cap $897.54B

Today's multi-factor rank: 245 of 461 · see the ranking

Momentum
5.0/10
Value
5.2/10
Growth
5.1/10
Quality
4.2/10
Multifactor
4.9/10

Market and Valuation

Price & Market

Prev Close Price:$340.58
Open:$340.00
Day's Low:$335.89
Day's High:$340.75
Bid / Ask:-
Market Cap:897.54B
Enterprise Value:370.27B

52-Week Range

52-Week Low:$279.10
52-Week High:$366.50
Current position in 52-week range
52w Low-52w High
50-Day Avg:$343.07
200-Day Avg:$323.10

Volume

Volume Today:6,520,491
Avg Volume (3m):6,886,653
Avg Volume (10d):5,876,880
52-Week Change:+10.13%
vs S&P 500, 52 weeks:-
Beta:1.02

Valuation Multiples

P/E (trailing):14.17

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 3, 2026. The P/E is the price divided by that EPS.

P/E (forward):13.22
PEG Ratio:1.44
Price / Book:2.55
Price / Sales (TTM):4.71
EV / Revenue:1.94
EV / EBITDA:-

Dividends

Current yield:1.94%
Annual Dividend Rate:$6.60
Dividend Trailing:$6.15
Yield Trailing:1.81%
5-Year Avg Yield:2.25%
Payout Ratio:25.71%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):190.73B
Gross Profit:190.73B
EBITDA:-
Net Income (TTM):64.53B
Rev Growth (YoY):+10.20%
Earnings Growth (YoY):+9.90%
Quarterly earnings growth (YoY):+6.30%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$23.85

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 3, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$25.57
Revenue Per Share:$70.51
Cash Per Share:-
Book Value:$132.30
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:1.88T
Total Debt:1.33T
Net Debt (Debt - Cash):−555.22B (net cash)
Debt / Equity:-
Current Ratio:-
Quick Ratio:-

Cash Flows

Operating Cash Flow:-
Free Cash Flow (FCF):-
FCF Yield (FCF / Market Cap):-
Enterprise Value:370.27B
EV / Revenue:1.94
EV / EBITDA:-

Profitability

ROE (Return on Equity):18.01%
ROA (Return on Assets):1.37%
P/E (trailing):14.17
P/E (forward):13.22
Price / Book:2.55
PEG Ratio:1.44
52-Week Change:+10.13%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$23.85

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 3, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$25.57
P/E (forward):13.22
PEG Ratio:1.44

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$70.51
Cash Per Share:-
Book Value:$132.30

Cash Flows (TTM)

Free Cash Flow:-
Operating Cash Flow:-
EBITDA:-
Total Revenue (TTM):190.73B
Net Income (TTM):64.53B
Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter Period Actual EPS Estimated EPS Difference Surprise % Currency

Ownership Structure

Ownership Distribution

% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:2,655,600,000
Float (free shares):2,641,419,096
Short interest (shares):25,598,896
Short % of float:-
Short Ratio (days to cover):2.91
Short interest, prior month:-
Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization Report Date % Shares No. Shares Value (USD) Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund Report Date % Shares No. Shares Value (USD) Change %

Recent Insider Trades

Executive / Insider Title Date Action Shares

Options Chain

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

JPMorgan Chase & Co. (JPM) SEC filings: 10-K and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
8-K2026-04-24View filing ↗
8-K2026-02-05View filing ↗
8-K2025-05-22View filing ↗
10-K2025-02-14View filing ↗
8-K2025-01-15View filing ↗
8-K2024-10-17View filing ↗
SC 13G/A2024-07-03View filing ↗
8-K2024-06-28View filing ↗
SC 13G/A2023-11-08View filing ↗
8-K2023-05-22View filing ↗

Company and Executive Profile

JPMorgan 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.

General Information

Headquarters:United States
City:New York
Employees:322,964
Industry:Banks - Diversified
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. James DimonChairman & CEO698.09M
Mr. Douglas B. PetnoCEO of the Commercial & Investment Bank and Co-President5911.63M
Mr. Troy Larry RohrbaughCEO of Consumer & Community Banking and Co-President5511.61M
Mr. Jeremy BarnumExecutive VP & CFO528.40M
Ms. Mary Callahan ErdoesChief Executive Officer of Asset & Wealth Management and Executive VP5813.00M
Mr. Daniel Eduardo PintoVice Chairman626.62M
Mr. Todd Anthony Combs M.B.A.Head Strategic Investment Group of Security & Resiliency Initiative54147,717
Ms. Jennifer A. PiepszakChief Operating Officer547.86M

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JPMorgan Chase & Co. (JPM): Quantitative Analysis

JPMorgan Chase & Co. (JPM) — Financial Services — Banks - Diversified. JPM is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, JPM has returned +6.8% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

JPM ranks 245 of 461 on today's multifactor score, and 39 of the 58 Financial Services companies that score. Its strongest factor is value (Z 0.13, ranked 157 of 489); its weakest is quality (Z -0.50, ranked 387 of 468). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

FactorZ-ScoreRank
Multifactor-0.083245 of 461
Momentum-0.009227 of 494 ↓7
Value0.126157 of 489
Quality-0.495387 of 468
Growth0.046150 of 489

Market data

MetricValue
Price$337.98
Market Cap897.54B
P/E14.17
Revenue (last 12 months)190.73B
Price / book2.55
Book value per share$132.30
52-week range$279.10 – $366.50
Dividend yield1.94%
Beta1.02
Average volume6,886,653
Shares outstanding2.66B
Short interest (% of float)0.97% (as of Oct 15, 2026)

When does JPM report earnings? 12 of its last 12, before the open →

What are JPM insiders doing? 127 transactions filed with the SEC, of them 39 sells, the last one on Oct 14, 2026 →

JPM latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All JPM filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about JPMorgan Chase (JPM)

When does JPMorgan Chase report earnings?

JPMorgan Chase has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Oct 13, 2026). JPM earnings dates and times, quarter by quarter →

What is JPMorgan Chase's P/E ratio?

JPMorgan Chase's P/E (price over earnings per share for the last twelve months) is 14.2 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: JPMorgan Chase is above its sector median. Financial Services stocks, company by company →

Where does JPMorgan Chase rank on Quant500?

In the Nov 3, 2026 multi-factor ranking, JPMorgan Chase ranks 245 of 461, and 39 of the 58 Financial Services companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking → How it is calculated →

Have JPMorgan Chase insiders bought or sold shares?

SEC Form 4 shows no open-market purchase of JPMorgan Chase shares from August 2025 through Nov 3, 2026. The latest sale was on Sep 10, 2026, by an officer, for $882k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 39 sales by directors, officers and large shareholders. All JPM insider trades →

Does JPMorgan Chase pay a dividend?

Yes. Its dividend yield is 1.94% at the Nov 3, 2026 close (annual dividend of $6.60 per share). The latest recorded ex-dividend date is Oct 6, 2026.

What sector is JPMorgan Chase in, and which index?

JPMorgan Chase is classified in the Financial Services sector (industry: Banks - Diversified), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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S&P 500 market gravity