JPMorgan is a leading global financial services firm with operations in 66 countries and over 318,000 employees as of year-end 2025. Under the JPMorgan brands, the bank holding company boasts a $4.9 trillion balance sheet and $2.68 trillion in deposits, as of March 2026.
It is a $886B financial services company. Revenue grew 13.5% over the last year, and it keeps 33¢ of every dollar of sales as profit. It trades at 13.6× earnings — in the most expensive third of its own history.
- Website
- jpmorganchase.com
- Location
- New York, NY
- Employees
- 320 560
- Sector
- Financial Services
- Founded
- 1895
- Next earnings
- Oct 13, 2026 · tomorrow
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong profitability; Valuation, Health, Quality and Moat lag behind.
Valuation35
- P/E vs own history74th pct · 5/25
- FCF yield-18.3% · 0/25
- P/S2.9x · 20/25
- EV/EBITDAn/a · 10/25
Growth51
- Revenue CAGR10.7% · 20/25
- Net income CAGR4.2% · 6/25
- EPS CAGR ~5Y16.8% · 20/25
- Fwd implied growth0.2% · 5/25
Profitability82
- ROIC13.4% · 12/25
- ROE17.8% · 20/25
- Net margin32.6% · 25/25
- Operating margin41.2% · 25/25
Health25
- Altman Zn/a · 0/25
- Current ration/a · 0/25
- Interest coverageno interest expense · 25/25
- Net cash / debtn/a · 0/25
Quality37
- Piotroski F2/9 · 5/25
- Beneish M-2.26 · 20/25
- FCF conversionn/a · 0/25
- Margin stabilityσ 8.1% · 12/25
Moat31
- ROIC >12% years4/10 yrs · 6/25
- Median gross marginn/a · 0/25
- FCF-positive yearsn/a · 0/25
- Worst-year net marginworst 24.4% · 25/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- 2025AcquisitionCharlie Javice, founder of the college financial aid startup Frank, was convicted on all counts of…
- FY2024FinancialBest year on record$58.5B net income
- 2023IPOFlorida Attorney General James Uthmeier subsequently opened an investigation into whether JPMorgan improperly…
- May 1, 2023AcquisitionAcquired First RepublicFDIC-brokered rescue of the failed regional bank
- FY2018FinancialRevenue crossed $100B$109B for the year
- FY2016FinancialProfitable every year on record10 consecutive profitable years in our data
- FY2016FinancialRevenue already above $50B$95.7B in first reported year
- Sep 25, 2008AcquisitionTook over Washington Mutualthe largest bank failure in US history
- Mar 17, 2008AcquisitionRescued Bear Stearnsemergency weekend takeover as the crisis unfolded
- Dec 31, 2000MilestoneChase + J.P. Morgan merge~$31B deal creates JPMorgan Chase
- 2000AcquisitionUK-based Robert Fleming & Co. was purchased by the new Chase Manhattan Bank for $7.7 billion
- 1999AcquisitionIt acquired San Francisco–based Hambrecht & Quist for $1.35 billion
- 1998AcquisitionBank One Corporation was formed with the 1998 merger of Banc One of Columbus, Ohio and First Chicago NBD
- 1895FoundedJ.P. Morgan & Co.the house of Morgan — banker to an industrializing America
- 1895MilestoneThe House of Morgan was born out of the partnership of Drexel, Morgan & Co
- 1851AcquisitionThe bank was separated from its parent and grew organically and through a series of mergers, most…
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- Strongly profitable — 32.6% net margin
- Revenue growing 13.5% year over year
Watch-outs
- Negative free cash flow (-$162.5B)
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+13.5% YoY
- Profitable — makes more than it spends$65.1B TTM
- Profit growing — earnings are higher than last year+17.4% YoY
- Generates cash — cash left after running and investing-$163B TTM
- Debt under control — could handle its obligationsno data
- Established company — not a micro-cap — lower blow-up risk$886B market cap
- Not printing shares — share count not ballooning — you keep your slice-9.9% shares over ~5y
- Proven track record — years of profitability behind it10/10 profitable years
- Financially stable — balance sheet not near distresshealth score 25/100
- Pays a dividend — returns cash to shareholdersyield 1.96%
- Valuation not extreme — price not wildly above earningsP/E 13.6
Peer comparisonJPMorgan Chase & Co. vs 6 largest financial services peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| JPM this company | $886.2B | 13.6 | +13.5% | 32.6% | Strained |
| BRK.A Berkshire Hathaway Inc. | $1.1T | 11.6 | +3.9% | 22.3% | Mixed |
| BRK.B Berkshire Hathaway | $1.1T | 11.6 | +0.0% | 18.0% | Strong |
| V VISA Inc. | $723.9B | 31.9 | +14.4% | 50.8% | Solid |
| MA Mastercard Incorporated | $516.4B | 31.7 | +16.0% | 46.3% | Mixed |
| BAC Bank of America Corporation | $380.4B | 11.3 | +15.9% | 27.8% | Mixed |
| MS Morgan Stanley | $299.6B | 14.8 | +18.0% | 25.8% | Strained |
Head-to-head: JPM vs BRK.A · JPM vs BRK.B · JPM vs V
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2016–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/JPM
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of JPM on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $333.37 · market cap $886B.