JPM Stock Overview

Operates as a financial services company worldwide. More details

JPM fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	0/6
Past Performance	2/6
Financial Health	6/6
Dividends	4/6

Rewards

Trading at 21.7% below our estimate of its fair value

Earnings have grown 11.3% per year over the past 5 years

Risk Analysis

Earnings are forecast to decline by an average of 3.3% per year for the next 3 years

Shares are highly illiquid

My Notes

Capture your thoughts, links and company narrative

JPMorgan Chase & Co. Competitors

Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna

WSE:PKO

zł74.7b

Santander Bank Polska

WSE:SPL

zł46.8b

ING Bank Slaski

WSE:ING

zł31.4b

Bank Polska Kasa Opieki

WSE:PEO

zł36.2b

Price History & Performance

Summary of share price highs, lows and changes for JPMorgan Chase
Historical stock prices
Current Share Price	US$1,038.40
52 Week High	US$1,038.40
52 Week Low	US$805.20
Beta	1.1
1 Month Change	0%
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	28.20%

Recent updates

Shareholder Returns

	JPM	PL Banks	PL Market
7D	0%	-0.5%	0.09%
1Y	n/a	2.5%	-2.8%

Return vs Industry: Insufficient data to determine how JPM performed against the Polish Banks industry.

Return vs Market: Insufficient data to determine how JPM performed against the Polish Market.

Price Volatility

Is JPM's price volatile compared to industry and market?
JPM volatility
JPM Average Weekly Movement	n/a
Banks Industry Average Movement	4.6%
Market Average Movement	4.9%
10% most volatile stocks in PL Market	8.9%
10% least volatile stocks in PL Market	3.2%

Stable Share Price: JPM's share price has been volatile over the past 3 months compared to the Polish market.

Volatility Over Time: Insufficient data to determine JPM's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1799	316,043	Jamie Dimon	www.jpmorganchase.com

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. It offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking.

JPMorgan Chase & Co. Fundamentals Summary

How do JPMorgan Chase's earnings and revenue compare to its market cap?
JPM fundamental statistics
Market cap	zł2.79t
Earnings (TTM)	zł215.33b
Revenue (TTM)	zł670.55b

13.0x

P/E Ratio

2.1x

P/B Ratio

Is JPM overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
JPM income statement (TTM)
Revenue	US$162.15b
Cost of Revenue	US$0
Gross Profit	US$162.15b
Other Expenses	US$110.08b
Earnings	US$52.07b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

Jan 15, 2025

Earnings per share (EPS)	18.50
Gross Margin	100.00%
Net Profit Margin	32.11%
Debt/Equity Ratio	266.1%

How did JPM perform over the long term?

See historical performance and comparison

Dividends

2.1%

Current Dividend Yield

26%

Payout Ratio

Does JPM pay a reliable dividends?

See JPM dividend history and benchmarks

When do you need to buy JPM by to receive an upcoming dividend?
JPMorgan Chase dividend dates
Ex Dividend Date	Jan 06 2025
Dividend Pay Date	Jan 31 2025
Days until Ex dividend	3 days
Days until Dividend pay date	28 days

Does JPM pay a reliable dividends?

See JPM dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 17:43
End of Day Share Price	2024/11/22 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

JPMorgan Chase & Co. is covered by 61 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Biggar	Argus Research Company
David George	Baird
Jason Goldberg	Barclays