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JPMORGAN CHASE & CO (JPM)

As-reported financials and recent SEC filings for JPMORGAN CHASE & CO, latest fiscal period FY2025. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co. is a financial services firm based in the United States with global operations. It provides investment banking, consumer and small business financial services, commercial banking, financial transaction processing, and asset management. The company serves millions of customers primarily in the U.S. as well as corporate, institutional, and government clients worldwide.

Snapshot

Revenue
$182.45B
Revenue growth (YoY)
2.8%
Net income
$57.05B
Diluted EPS
$20.02
Gross margin
Operating margin
Net margin
31.3%
FCF margin
ROE
15.7%
P/E (TTM)
15.3×
Market cap
Debt / equity

Fundamentals are from SEC filings. P/E and market cap are derived from recent market prices, refreshed on a rolling basis (typically within the past week).

What changed at Jpmorgan Chase

  • Revenue grew 2.8% to $182.4B in FY2025, slower than the 12.3% the year before.
  • Most recent quarter Q1 FY2026: revenue $49.8B, up 10.0% from Q1 FY2025.
  • Net income fell 2.4% to $57.0B in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Jpmorgan Chase’s fundamentals sit among the 76 banks. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Net margin31.3%
81st percentile of 76
Revenue growth (YoY)+2.8%
11th percentile of 76
ROE15.7%
93rd percentile of 76
P/E (TTM)15.3×
80th percentile of 75
Short interest2.63d
11th percentile of 75

Jpmorgan Chase’s return on equity of 15.7% ranks in the 93rd percentile of the 76 banks reporting it. Jpmorgan Chase’s revenue growth of +2.8% ranks in the 11th percentile of the 76 banks reporting it.

No open-market insider buys in the last 90 days; 9 insider sales totaling $13.7M. For context, about 16% of companies in the universe saw any open-market insider buying in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 7 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F (latest Q1 2026).

Conviction investors
7
+6 quant / multi-strat
Initiated / added
9
0 new, 9 added
Reduced / exited
4
3 trimmed, 1 exited
Combined position
$4.73B
reported long value
InvestorAs ofPosition valueSharesChange
D. E. ShawquantQ1 2026$1.02B3.5MAdded
Two Sigma InvestmentsquantQ1 2026$973.9M3.3MAdded
Viking Global InvestorsQ1 2026$795.4M2.7MAdded
Citadel AdvisorsquantQ1 2026$715.4M2.4MAdded
AQR Capital ManagementquantQ1 2026$473.3M1.6MAdded
Millennium ManagementquantQ1 2026$360.9M1.2MReduced
Renaissance TechnologiesquantQ1 2026$202.5M688.4KAdded
Markel GroupQ1 2026$74.3M252.6KHeld
Dodge & CoxQ1 2026$34.8M118.5KReduced
Soros Fund ManagementQ1 2026$34.8M118.4KAdded
Gotham Asset ManagementQ1 2026$33.6M114.1KAdded
Giverny CapitalQ1 2026$15.4M52.3KAdded
Harris Associates (Oakmark)Q1 2026$1.7M5.8KReduced

No longer held by: Point72 Asset Management (as of Q1 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
open-market
Bought (90d)
open-market value
Sells (90d)
9
$13.7M
Signal
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-06-22
Friedman StaceyGeneral CounselSell5.5K$330.73$1.8M
2026-05-20
Friedman StaceyGeneral CounselSell5.5K$300.27$1.6M
2026-05-15
Erdoes Mary E.CEO Asset & Wealth ManagementSell6.6K$298.36$2.0M
2026-05-15
Lake MarianneCEO CCBSell6.4K$298.36$1.9M
2026-05-15
Petno Douglas BCo-CEO CIBSell5.7K$300.05$1.7M
2026-05-15
Beer Lori AChief Information OfficerSell3.2K$300.05$950K
2026-05-05
Piepszak JenniferChief Operating OfficerSell4.9K$309.42$1.5M
2026-05-05
BACON ASHLEYChief Risk OfficerSell4.1K$309.42$1.3M
2026-05-05
Barnum JeremyChief Financial OfficerSell3.0K$309.41$935K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
29.5M
settled 2026-07-15
Change vs prior
+9.7%
vs previous settlement
Days to cover
2.63
at avg daily volume
Avg daily volume
11.2M
FINRA reported
SettlementShares shortChangeDays to cover
2026-07-1529.5M+9.7%2.63
2026-06-3026.9M-10.7%2.38
2026-06-1530.1M+5.1%3.55
2026-05-2928.6M+5.7%3.14
2026-05-1527.1M+7.7%3.35
2026-04-3025.1M-6.9%3.18
2026-04-1527.0M+3.6%3.15
2026-03-3126.1M+8.8%2.28

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Bank fundamentals

Regulatory detail for JPMorgan Chase Bank, National Association (Columbus, OH), the insured-bank subsidiary, from its FDIC Call Report as of Q1 2026. This is what actually moves bank stocks: deposit franchise, capital, and credit quality that a standard income statement can’t show.

Total deposits
$2788.0B
FDIC insured-bank
Uninsured deposits
46.2%
share of deposits
CET1 ratio
15.08%
regulatory capital
Net interest margin
2.92%
trailing
Efficiency ratio
54.7%
lower is better
Noncurrent loans
0.85%
of gross loans

Source: FDIC BankFind (Call Report), public domain. Bank-subsidiary figures, filed quarterly ~30 days after quarter-end.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$182.45B$177.56B$158.10B$128.69B$121.65B
Gross profit
Operating income
Net income$57.05B$58.47B$49.55B$37.68B$48.33B
Diluted EPS$20.02$19.75$16.23$12.09$15.36

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$343.34B$469.32B$624.15B$567.23B$740.83B
Current assets
Total assets$4.42T$4.00T$3.88T$3.67T$3.74T
Current liabilities
Long-term debt
Total liabilities$4.06T$3.66T$3.55T$3.37T$3.45T
Total equity$362.44B$344.76B$327.88B$292.33B$294.13B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$-147.78B$-42.01B$12.97B$107.12B$78.08B
Capital expenditure
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2026$49.84B10.0%$16.49B$5.94
Q4 FY2025$45.80B7.1%$13.03B$4.75
Q3 FY2025$46.43B8.8%$14.39B$5.07
Q2 FY2025$44.91B-10.5%$14.99B$5.24
Q1 FY2025$45.31B8.1%$14.64B$5.07
Q4 FY2024$42.77B10.9%$14.01B$4.93
Q3 FY2024$42.65B7.0%$12.90B$4.37
Q2 FY2024$50.20B21.5%$18.15B$6.12

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorFinancials
SIC industryNational Commercial Banks
Fiscal year endDecember 31
Latest fiscal periodFY2025
SEC filings since2025
SEC CIK19617

Recent SEC filings

10-K2026-02-13
View on EDGAR →
10-Q2026-05-01
View on EDGAR →
10-Q2025-11-04
View on EDGAR →
10-Q2025-08-05
View on EDGAR →
8-K2026-07-23
View on EDGAR →
8-K2026-07-23
View on EDGAR →
8-K2026-07-14
View on EDGAR →
8-K2026-07-14
View on EDGAR →

Largest bank peers

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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.