Revenue segments as reported by the company.

Net interest income

Noninterest income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Provision for credit losses

Noninterest expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

JPMorgan Chase & Co

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase & Co. The bank was known as Chase Manhattan Bank until it merged with J.P. Morgan & Co. in 2000. Chase Manhattan Bank was formed by the merger of the Chase National Bank and The Manhattan Company in 1955. The bank has been headquartered in Columbus, Ohio since its merger with Bank One Corporation in 2004. The bank acquired the deposits and most assets of Washington Mutual.

Chase Manhattan Bank

Bank One Corporation was the sixth-largest bank in the United States. It traded on the New York Stock Exchange under the stock symbol ONE. The company merged with JPMorgan Chase & Co. on July 1, 2004. The company had its headquarters in the Bank One Plaza (now the Chase Tower) in the Chicago Loop in Chicago, Illinois, now the headquarters of Chase's retail banking division.

Bank One Corp

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm offers a range of investment banking products and services in all capital markets, including advising on corporate strategy and structure, capital raising in equity and debt markets, risk management, market making in cash securities and derivative instruments, and brokerage and research. It operates through the following business segments: Consumer and Community Banking (CCB), Corporate and Investment Bank (CIB), Commercial Banking (CB), Asset and Wealth Management (AWM), and Corporate. The CCB segment serves consumers and businesses through personal service at bank branches and through automated teller machines, online, mobile, and telephone banking. The CIB segment offers a suite of investment banking, market-making, prime brokerage, lending, and treasury and securities products and services to a global client base of corporations, investors, financial institutions, merchants, governments, and municipal entities. The CB segment provides comprehensive financial solutions, including lending, wholesale payments, investment banking and asset management products for middle market banking, corporate client banking, and commercial real estate banking. The AWM segment provides investment and wealth management services. The Corporate segment consists of treasury, chief investment office, and other corporate. The company was founded in 1968 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

JPMorgan Chase reports robust earnings, eyes growth amid challenges

JPMorgan Chase delivered strong financial performance in Q4 2022 and full-year 2022, driven by diversified revenue streams and prudent risk management practices.
While facing challenges related to regulatory changes and expense management, the firm remains focused on achieving its ROTCE target and optimizing operational efficiency.
Opportunities for growth include leveraging stability in consumer and small business segments, strategic acquisitions, and ongoing initiatives to enhance profitability.
Overall, JPMorgan's solid performance, strong capital position, and commitment to delivering shareholder value position the firm well for future success.

JPMorgan Chase posts robust Q1 earnings, eyes growth amid challenges

JPMorgan Chase's Q1 performance reflects strong financial health, prudent capital management, and strategic focus on growth opportunities amidst macroeconomic uncertainties and regulatory challenges. The company's emphasis on preparing for higher rates and exploring new strategies positions it well for future growth.

JPMorgan Chase posts robust Q2 earnings amidst market challenges

JPMorgan Chase delivered strong financial performance in Q2 2023, driven by robust net income, revenue, and business segment results.
While facing challenges in certain market segments and regulatory changes, the company is proactively addressing concerns and exploring opportunities for growth.
With a focus on financial strength, strategic planning, and proactive risk management, JPMorgan Chase is well-positioned to navigate uncertainties and capitalize on opportunities.
Anticipated adjustments in business strategies and pricing reflect a forward-looking approach to optimize performance and adapt to evolving market conditions.

JPMorgan Chase posts strong Q3 earnings amidst regulatory uncertainties

JPMorgan Chase delivered robust financial performance in Q3, driven by revenue growth and strong net income. While facing challenges from rising expenses and regulatory uncertainties, the bank remains optimistic about market stability and growth opportunities.

JPMorgan Chase posts robust earnings, eyes growth amid market challenges

JPMorgan Chase delivered strong financial performance in Q4 2023 and full-year 2023, driven by key segments like Investment Banking and Commercial Banking.
While facing challenges such as rising expenses and market uncertainties, the company remains focused on managing costs and capitalizing on growth opportunities.
Strategic initiatives in private credit markets, cautious buybacks, and a focus on credit quality position JPMorgan for continued success in a dynamic financial landscape.
The outlook for 2024 includes a balanced approach to navigating market conditions, regulatory changes, and potential rate cuts, aiming for sustained profitability.

JPMorgan Chase posts solid Q1 earnings amidst market challenges

JPMorgan Chase's Q1 2024 earnings reflect a mix of strengths and challenges across its business segments. The bank remains cautious about interest rate scenarios and regulatory impacts while focusing on optimizing returns and strategic investments. Opportunities exist in Investment Banking growth, fee wallet expansion, and Wholesale Payments business resilience.

JPMorgan Chase reports stellar Q2 earnings amidst regulatory challenges

JPMorgan Chase's Q2 performance reflects strong financial health and operational excellence across its diverse business segments, driving significant net income and EPS.
While the firm faces challenges related to regulatory changes and cost management, its solid revenue growth and dividend increase signal confidence in future prospects.
By leveraging its strengths in Investment Banking, Consumer & Community Banking, and Asset Management, JPMorgan Chase can capitalize on opportunities for growth and value creation.
Navigating the evolving financial landscape and addressing key concerns will be crucial for the firm to maintain its competitive edge and deliver sustainable shareholder returns.

JPMorgan Chase posts robust Q3 earnings amidst margin challenges

JPMorgan Chase delivered strong Q3 results with notable revenue and earnings across its business segments.
While facing challenges such as expense management and potential margin compression, the bank remains well-positioned.
Opportunities lie in capital deployment, growth strategies, and enhancing deposit margins to drive future performance.
Overall, JPMorgan's performance reflects resilience, market leadership, and a focus on long-term growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Bank of America

Goldman Sachs

Here is a rundown of some of the Friday announcements from U.S. banks that were subject to this week's stress tests.

Bank of America, JPMorgan, Goldman Raise Investor Payouts Post-Stress Tests

Citigroup

Morgan Stanley

JPMorgan said it was raising its quarterly dividend 8.7% to $1.25 per share and that it authorized a new $30 billion share repurchase program. Morgan Stanley said it was boosting its dividend 8.8% to 92.5 cents per share and authorized a $20 billion repurchase plan.

JPMorgan and Morgan Stanley boost buybacks and dividends, while Citigroup and BofA take smaller steps

Wells Fargo

Big banks plan to pay out more to shareholders after passing regulators' annual stress test results earlier this week.

Big Banks Boost Dividends After Passing Stress Tests

U.S. banking giants announced plans to raise their third-quarter dividends on Friday after proving that they have enough capital to withstand severe economic and market turmoil in the Federal Reserve's annual health check.

Top U.S. banks hike dividends after sailing through Fed's stress test

NEW YORK--(BUSINESS WIRE)--JPMorgan Chase & Co. (NYSE: JPM) (“JPMorgan Chase” or the “Firm”) announced today that it has released the results of its company-run 2024 Dodd-Frank Act Stress Test for JPMorgan Chase & Co. and JPMorgan Chase Bank, National Association. Information can be found on the Firm's website at www.jpmorganchase.com under Investor Relations, Events & Presentations, 2024 Dodd-Frank Act Stress Test Results. JPMorgan Chase & Co. (NYSE: JPM) is a leading financial.

JPMorgan Chase Announces 2024 Dodd-Frank Act Stress Test Results

NEW YORK--(BUSINESS WIRE)--JPMorgan Chase & Co. (NYSE: JPM) (“JPMorgan Chase” or the “Firm”) has announced updated information relating to its third quarter dividend, common share repurchase program and regulatory capital requirements. Information can be found on the Firm's Investor Relations website at jpmorganchase.com/ir/news. JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorgan Chase.

JPMorgan Chase Regulatory Capital Update

JPMorgan Chase's 4.2% preferred shares have performed in line with the iShares Preferred and Income Securities ETF so far in 2024. Going back to June 2021, the series MM preferred shares have underperformed the bank's common stock by 50%, creating a potential buying opportunity. The series MM shares offer a 10.55% annual return to my year-end 2026 price target of $21.7/share.

JPMorgan: Preferred Shares May Outperform In A Falling Rate Environment

Several major global banks, including JPMorgan (JPM), Goldman Sachs (GS) and BNP Paribas SA (BNPQY), agree to pay $46 million (in total) to settle the interest-rate swap case.

JPMorgan (JPM) & Others to Pay $46M to End Rate Swaps Trial

Ares Capital

Alphabet

iShares Core High Dividend ETF

The Dividend Income Accelerator Portfolio combines dividend income and dividend growth in addition to providing investors with a lowered risk level. I have added shares of Ares Capital, Alphabet, PepsiCo and JPMorgan, ensuring broader diversification and portfolio optimization in terms of risk-and-reward. After the companies' incorporations, the portfolio's Weighted Average Dividend Yield stands at 4.56% and its 5-Year Weighted Average Dividend Growth Rate at 7.28%.

4 Strategic Picks For The Dividend Income Accelerator Portfolio

Ten large banks including Bank of America , Goldman Sachs and JPMorgan Chase will pay $46 million to settle a long-running antitrust lawsuit accusing them of conspiring to rig the now $465.9 trillion market for interest rate swaps.

Ten big banks settle US interest rate swaps rigging litigation

Fifth Third Bancorp

This year, all 31 banks, including JPMorgan, Goldman, Morgan Stanley, Citigroup and Fifth Third Bancorp, have cleared the stress test. The payouts are likely to be conservative due to lingering headwinds.

Banks Clear 2024 Stress Test: Will Payouts be Bigger This Time?

Oppenheimer analysts cautioned investors not to “burn too many brain cells on deciphering the Fed's logic” as analysts gave the annual exercise mixed reviews on Thursday.

Analysts praise banks and puzzle over Fed after stress tests

Big U.S. banks had enough capital to weather a potentially severe economic downturn but some of their risky businesses could hypothetically take a major hit this year, according to results of the Federal Reserve's annual stress test.

US banks weather Fed's annual stress test, but risks rise

JPMorgan Chase said late Wednesday that the Federal Reserve overestimated a key measure of income for the giant bank's recent stress test, and that its losses under the exam should actually be higher than what the regulator found. The bank took the unusual step of issuing a press release minutes before midnight ET to disclose its response to the Fed's findings.

JPMorgan Chase says its stress test losses should be higher than what the Fed disclosed

A bearish Thursday is lining up, with some blaming AI play Micron Technology, whose expectations didn't meet lofty Wall Street hopes, which follows some Nvidia wobbles earlier in the week.

This pioneering JPMorgan portfolio manager says it's a lot easier these days to find market losers

NEW YORK--(BUSINESS WIRE)--JPMorgan Chase & Co. (NYSE: JPM) (“JPMorgan Chase” or the “Firm”) has reviewed the Federal Reserve's 2024 stress test results and specifically the Federal Reserve's projections for Other Comprehensive Income (“OCI”). Based on the Firm's own assessment, the benefit in OCI appears to be too large. Should the Firm's analysis be correct, the resulting stress losses would be modestly higher than those disclosed by the Federal Reserve. As of March 31, 2024, the Firm rep.

JPMorgan Chase Comments on the Federal Reserve's 2024 Stress Test Results

Big U.S. banks survived a hypothetical 40% drop in commercial real estate values as a part of the U.S. Federal Reserve's annual health test, easing fears about the banking sector as landlords struggle in a higher-for-longer interest rate world.

Big US banks withstand Fed's commercial real estate shock scenario

The biggest U.S. banks would have enough capital to withstand severe economic and market turmoil, the Federal Reserve's annual "stress test" exercise showed on Wednesday, but firms faced steeper hypothetical losses this year due to riskier portfolios.

US banks suffer steeper losses, but retain large cushions in annual Fed health check

American Express

Truist Financial

The Federal Reserve said Wednesday that the biggest banks operating in the U.S. would be able to withstand a severe recession scenario. Each of the 31 banks in this year's regulatory exercise cleared the hurdle of being able to absorb losses while maintaining more than the minimum required capital levels, the Fed said in a statement.

Federal Reserve says all 31 banks in annual stress test withstood a severe hypothetical downturn

U.S. lenders have sufficient capital to withstand an economic catastrophe, the central bank determined.

Big Banks Can Withstand Disaster Scenario as Balance Sheets Grow ‘Riskier,' Fed Says

WASHINGTON—Big U.S. banks passed their latest annual stress test, with the Federal Reserve finding they would be able to continue lending to households and businesses in a severe recession, even while suffering steeper losses than last year's tests.

Biggest Banks Can Withstand Severe Downturn, $685 Billion in Losses, Fed Says

JPMorgan Chase faces mixed signals with concerns about profitability uncertainty and overvaluation. There are certainly positive factors here, including its strong net interest income growth and optimistic outlook. However, I see limited upside potential in the next year due to uncertainties related to rates, operating expenses, and capital return programs.

JPMorgan Chase Will Keep Looking For Direction

JPMorgan's stock (NYSE: JPM) has gained approximately 17% YTD, as compared to the 14% rise in the S&P500 over the same period. Notably, JPMorgan's peer Citigroup (NYSE: C) is up 20% YTD.

JPMorgan Stock Gained 17% YTD, What's Next?

Citizens Financial Group

The 2024 stress test results are due this Wednesday. So, banks - JPMorgan (JPM), Goldman (GS), Morgan Stanley (MS), Bank of America (BAC) and Citizens Financial Group (CFG) - are in the spotlight.

Large Banks to be Conservative About Shareholder Payouts

In the most recent trading session, JPMorgan Chase & Co. (JPM) closed at $198.88, indicating a +1.31% shift from the previous trading day.

News for JPMorgan Chase & Co Stock (JPM)