JPM
stock Financial Services Banks - DiversifiedOverall Mixed · 51%
- Fundamentals Fair
- Trajectory Steady
- Leadership Normal
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
What the indicators say
Bullish 5 of 5 trend signals bullishRSI 71 — overbought: momentum is stretched and may be due for a pullback.
A mechanical reading of the chart’s indicators — not investment advice.
Key statsas of Jun 16
- Open
- $324.30
- +1.53%
- Close
- $331.14
- +3.68%
- Current
- $331.14
- Prev close
- $319.40
- Today
- 7.92M
- 3-mo avg
- 8.96M
Earningscalendar synced from Yahoo 34d ago
- Most recent
- Apr 1498 days ago
- Next expected
- Jul 147 days ago
Recent earnings dates
- Apr 14 98 days ago
- Jan 13 189 days ago
- Oct 14, 2025 280 days ago
- Jul 15, 2025 371 days ago
Past earnings dates come from JPM’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Fundamentalssynced from SEC 53d ago
Across the nine graded ratios (FY2025 balance-sheet figures, P/E on TTM through Mar 2026 earnings, against the latest price), JPM’s fundamentals read as fair overall.
At 15.9x, the price is a reasonable multiple of the company's annual profit.
Share price divided by earnings per share: what you pay for each $1 of yearly profit. Roughly 15 to 25 is typical, above 40 is richly priced, and negative means the company is losing money.
A 1.8% yield is modest: a small income on top of whatever the share price does.
The yearly dividend as a percent of the share price: the cash income each share pays out. Around 2 to 6% is healthy; above roughly 8% often signals the payout may be cut.
A 31.3% margin is strong; the company keeps a healthy slice of every revenue dollar.
The share of revenue left as profit once every cost is paid. Above 15% is strong; below 5% leaves little cushion against a bad year.
A 15.7% return on equity is strong; the company compounds owners' capital well.
Profit earned on each dollar of shareholder equity: how well the company compounds its owners' capital. Above 15% is strong.
A 1.3% return on assets is low; the asset base is generating little profit.
Profit earned on each dollar of assets: how efficiently the whole asset base is used. Above 8% is strong.
At 11.21, the company leans heavily on borrowing, which adds risk if results weaken.
Total liabilities divided by shareholder equity: how heavily the company leans on borrowing. Below 1 is conservative; above 2 is highly leveraged.
This company does not report a current-assets breakdown, so the ratio cannot be computed.
Current assets divided by current liabilities: whether short-term resources cover short-term bills. Above 1.5 is comfortable; below 1 is tight.
Revenue grew 2.8% from the prior year: steady, modest expansion.
Change in annual revenue from the prior fiscal year: whether the top line is expanding. Above 10% is strong growth; below 0 means revenue is shrinking.
Net income fell 2.4% from the prior year; profit is shrinking.
Change in annual net income from the prior fiscal year: whether profit is expanding. Above 10% is strong; below 0 means profit is falling.
Financialssynced from SEC 53d ago
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $121.6B | $128.7B | $158.1B | $177.6B | $182.4B |
| Net income | $48.3B | $37.7B | $49.6B | $58.5B | $57.0B |
| Diluted EPS | $15.36 | $12.09 | $16.23 | $19.75 | $20.02 |
| Dividend / share | $3.80 | $4.00 | $4.10 | $4.80 | $5.80 |
| Total assets | $3.7T | $3.7T | $3.9T | $4.0T | $4.4T |
| Total liabilities | $3.4T | $3.4T | $3.5T | $3.7T | $4.1T |
| Shareholder equity | $294.1B | $292.3B | $327.9B | $344.8B | $362.4B |
| Q2-2024 | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | Q1-2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Net income | $18.1B | $12.9B | $14.0B | $14.6B | $15.0B | $14.4B | $13.0B | $16.5B |
| Diluted EPS | $6.12 | $4.37 | $4.82 | $5.07 | $5.24 | $5.07 | $4.64 | $5.94 |
| Dividend / share | $1.15 | $1.25 | $1.25 | $1.40 | $1.40 | $1.50 | $1.50 | $1.50 |
Leadershipsynced from SEC 59d ago
- Dimon James Chairman & CEO · Director
- Erdoes Mary E. CEO Asset & Wealth Management
- Lake Marianne CEO CCB
- Petno Douglas B Co-CEO CIB
- Rohrbaugh Troy L Co-CEO CIB
- Barnum Jeremy Chief Financial Officer
- Piepszak Jennifer Chief Operating Officer
- Bacon Ashley Chief Risk Officer
- Beer Lori A Chief Information Officer
- Friedman Stacey General Counsel
- Leopold Robin Head of Human Resources
- Burke Stephen B Director
- Hobson Mellody L Director
- Novakovic Phebe N Director
- Rometty Virginia M Director
Officers and board are drawn from JPM’s recent SEC ownership filings (Forms 3, 4 and 5).
Recent leadership changes
Notable recent eventspast year
- Mar 6 New 6-month low (-13% off peak)
- Jan 22 Officer or director change reported in an 8-K
- Dec 8, 2025 Officer or director change reported in an 8-K
Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
Dividendssynced from Yahoo 34d ago
- 2025 total
- $5.55
- 2026 so far
- $3.002 payments
- 2026 projected
- $6.00+8.1% vs 2025
Projection scales JPM’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
Payment history
- Apr 6 $1.50
- Jan 6 $1.50
- Oct 6, 2025 $1.50
- Jul 3, 2025 $1.40
- Apr 4, 2025 $1.40
- Jan 6, 2025 $1.25
- Oct 4, 2024 $1.25
- Jul 5, 2024 $1.15
- Apr 4, 2024 $1.15
- Jan 4, 2024 $1.05
- Oct 5, 2023 $1.05
- Jul 5, 2023 $1.00
- Apr 5, 2023 $1.00
- Jan 5, 2023 $1.00
- Oct 5, 2022 $1.00
- Jul 5, 2022 $1.00
- Apr 5, 2022 $1.00
- Jan 5, 2022 $1.00
- Oct 5, 2021 $1.00
- Jul 2, 2021 $0.90
Recent SEC filingssynced from SEC 53d ago
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- DEF 14A Proxy statement
- 8-K Current report
- 10-K Annual report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report