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JPMorgan Chase & Co.

JPMNYSE

The largest U.S. bank by assets, JPM runs a universal banking model spanning consumer lending, investment banking, trading, commercial banking, and asset management. The earnings story is about NII leverage, credit cycle management, and regulatory capital discipline.

Coverage window

44 quarters from Q1 '15 to Q4 '25

Fiscal year = calendar year (Q1 = Jan–Mar)

JPM Stock Price

$294.60

$0.78 (0.26%)as of Apr 3, 2026, 1:46 AM

Mkt Cap

$794.55B

P/E Ratio

14.71

52-wk High

$337.25

52-wk Low

$202.16

Source: Yahoo Finance · End-of-day data · Hover or tap for detail

JPM's fiscal year matches the calendar year. Quarterly views follow standard calendar quarters. The annual summary table uses Q4 year-end values for point-in-time ratios (ROTCE, CET1, efficiency ratio).

Net Revenue

$46.8B

Q4 '25 (Dec 2025)

+9.3% vs Q4 '24

ROTCE

18%

Q4 '25

-3pp vs Q4 '24

CET1 Ratio

14.5%

Q4 '25

-1.2pp vs Q4 '24

NIM

2.52%

Q4 '25

-4bp vs Q4 '24

Efficiency Ratio

54.0%

Lower is better

+0.8pp vs Q4 '24

Revenue

NII dominance has grown with rates, but non-interest income still matters.

Net interest income now exceeds half of net revenue, a dramatic shift from the near-even split of the low-rate era. The segment view shows CCB and CIB as the revenue engines, with AWM and CB growing steadily.

Net revenue

Quarterly net revenue by NII vs non-interest, 2015–2025

$05B10B15B20B25B30B35B40B45B50B55BQ1 '152015Q1 '162016Q1 '172017Q1 '182018Q1 '192019Q1 '202020Q1 '212021Q1 '222022Q1 '232023Q1 '242024Q1 '252025

JPM SEC filings, quarterly earnings press releases

Profitability

Operating leverage has been the story — ROTCE consistently above targets.

JPM has delivered ROTCE well above its ~17% long-term target through scale advantages and disciplined expense management. The efficiency ratio, NIM trend, and provision cycle each tell part of the profitability story.

Net interest margin

NII / average interest-earning assets, quarterly 2015–2025

1.50%1.75%2.00%2.25%2.50%2.75%3.00%3.25%20152016201720182019202020212022202320242025

Source: JPM quarterly earnings press releases

The spread JPM earns between what it charges borrowers and what it pays depositors — expands when the Fed raises rates, compresses in low-rate environments.

Credit Quality

The credit cycle is the defining risk factor for bank earnings.

Provisions swung dramatically in 2020 as JPM front-loaded pandemic reserves under CECL, then reversed them in 2021. Net charge-offs, the allowance coverage ratio, and NPL trends show how actual credit losses have evolved versus management's forward estimates.

Net charge-off rate

Quarterly NCO rate, 2015–2025

0.00%0.25%0.50%0.75%1.00%1.25%20152016201720182019202020212022202320242025

Source: JPM quarterly earnings press releases

Annualized net write-offs divided by average loans — unlike provisions (forward-looking), NCOs represent actual realized losses on defaulted loans.

CIB Trading & Investment Banking

FICC drives trading revenue; IB advisory fees track the M&A cycle.

JPM's CIB is the largest Wall Street trading operation. FICC typically generates 2-3x equities revenue, with both peaking during volatility episodes. Investment banking fees are split between advisory (M&A) and underwriting (debt + equity capital markets).

Trading revenue

Quarterly FICC + Equities trading revenue, 2015–2025

$02B4B6B8B10BQ1 '152015Q1 '162016Q1 '172017Q1 '182018Q1 '192019Q1 '202020Q1 '212021Q1 '222022Q1 '232023Q1 '242024Q1 '252025

JPM quarterly earnings press releases

Revenue from market-making and principal trading — FICC typically runs 2-3x equities and both spike during volatility episodes.

Regulatory & Capital Quality

Capital ratios well above regulatory minimums — a fortress balance sheet.

JPM maintains CET1 well above its stress capital buffer requirement, giving it flexibility for buybacks, dividends, and opportunistic acquisitions. Tangible book value per share tracks intrinsic value growth — the key valuation anchor for bank stocks.

SLR (Supplementary Leverage Ratio)

5.8%

Min requirement: 5.0%

TBVPS

$107.56

Q1 '15: $50.14114.5% growth

GSIB Surcharge

4.0%

Highest among US banks

CET1 capital ratio

Common Equity Tier 1 ratio vs regulatory thresholds, 2015–2025

4.0%5.0%6.0%7.0%8.0%9.0%10.0%11.0%12.0%13.0%14.0%15.0%16.0%17.0%Basel III min 4.5%SCB req ~12.5%20152016201720182019202020212022202320242025

Source: JPM SEC filings, quarterly earnings press releases

Highest-quality regulatory capital (common equity minus deductions) divided by risk-weighted assets. JPM's effective requirement is ~12.5% after Basel III minimum, GSIB surcharge, and stress capital buffer.

Capital Returns

Buybacks paused during COVID, then resumed at scale with Fed approval.

Bank capital returns are regulated through the Fed's CCAR/stress testing process. JPM's return capacity is a function of earnings power and capital generation. The 2020 buyback pause and 2022 slowdown reflect regulatory constraints, not operating weakness.

Shareholder returns & shares outstanding

Dividends and buybacks alongside the diluted share count

Latest

Q4 '25 $12.8B

Shares 2.7B

$05B10B15B3.0B3.5BQ1 '15FY2015Q1 '16FY2016Q1 '17FY2017Q1 '18FY2018Q1 '19FY2019Q1 '20FY2020Q1 '21FY2021Q1 '22FY2022Q1 '23FY2023Q1 '24FY2024Q1 '25FY2025

Source: JPMorgan SEC filings & earnings press releases

Cash returned via dividends and buybacks — bank capital returns require Fed approval through annual stress testing (CCAR).

Balance Sheet

Deposits consistently exceed loans — a healthy funding position.

JPM's balance sheet ballooned during COVID as the Fed's QE flooded the system with deposits. The loan-to-deposit ratio, total asset composition, and capital structure all inform the bank's risk profile and earnings capacity.

Balance sheet — Assets

Total assets: loans vs other assets

Latest

Q4 '25 $4425B

Total Loans

$0$1.0T$2.0T$3.0T$4.0T$5.0TQ1 '15FY2015Q1 '16FY2016Q1 '17FY2017Q1 '18FY2018Q1 '19FY2019Q1 '20FY2020Q1 '21FY2021Q1 '22FY2022Q1 '23FY2023Q1 '24FY2024Q1 '25FY2025

Source: JPMorgan SEC filings & earnings press releases · Click to toggle · Hover, focus, or tap bars for detail · Swipe or use tabs to switch views

Annual Summary

FYNet RevenueNet IncomeROTCECET1Eff. RatioQ
2015$93.5B$24.4B12%11.6%62.3%4
2016$96.6B$24.7B15%12.2%60.7%4
2017$100.7B$24.4B10%12.1%60.9%4
2018$108.8B$32.5B15%12.0%59.8%4
2019$115.7B$36.4B18%12.4%56.9%4
2020$120.0B$29.1B22%13.1%54.7%4
2021$121.6B$48.3B18%13.1%61.1%4
2022$128.7B$37.7B20%13.2%55.1%4
2023$158.1B$49.6B14%15.0%63.5%4
2024$177.6B$58.5B21%15.7%53.2%4
2025$185.6B$57.0B18%14.5%54.0%4

Employment

The largest U.S. bank by headcount

JPMorgan Chase annual headcount

Full-time employees as reported in annual SEC filings

0100K200K300K400K20212022202320242025

Source: SEC filings (10-K) via Financial Modeling Prep

Methodology & Sources

Financial data sourced from JPMorgan Chase SEC filings (10-Q, 10-K) via EDGAR XBRL API and quarterly earnings press releases. Segment revenue and net income, CIB trading sub-lines, and regulatory ratios come from JPM's quarterly earnings supplements.

ROTCE, NIM, NCO rate, and NPL ratio are as reported by JPM management. CET1, Tier 1, Total Capital, and SLR ratios are standardized approach figures. TBVPS is calculated as (stockholders' equity − goodwill − intangibles) / diluted shares outstanding.

All dollar amounts in millions USD unless otherwise noted. Shares are diluted weighted-average. JPM's fiscal year matches the calendar year.