JPMorgan Chase & Co. (JPM) Stock: Price, Forecast & Analyst Target
JPMorgan Chase & Co. (JPM) — MoonshotScore 33/100 (Weak band), calculated Oct 7, 2026. Price $329.58 (-0.51%), as of the Oct 7, 2026 trading session; market cap $883B. Expected results Oct 13, 2026.
Educational signal · not a buy or sell recommendation · How to read this
JPMorgan Chase & Co. · JPM · NYSE · Financial Services · Banks - Diversified
Research dated 2026-09-13: JPMorgan Chase combines consumer banking, cards and payments with corporate finance, markets, custody, asset management and private banking. Its breadth spreads earnings across distinct sources, while the durability of those earnings depends on interest income holding up as expenses remain elevated and cash-flow movements stay volatile.
Price as of Oct 7, 2026
Key Statistics
MoonshotScore v2 · JPMorgan Chase & Co. (JPM)
WeakWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A fragile balance sheet and an expensive valuation. Business Quality: Average; Financial Safety: Fragile; Valuation: Bubble; Growth Durability: Flat; Momentum: Rising.
Free cash flow yield is the main valuation drag relative to sector peers.
- quarterly revenue $82.46B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 7 of 8
- expected results Oct 13, 2026
Holding back: balance-sheet strain, a rich price
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 34 | Weak | |
| 33 | Weak | |
| 33 | Weak | |
| 33 | Weak | |
| 33 | Weak | |
| 33 | Weak |
The score was 33 in the stored Oct 6, 2026 snapshot and remains 33 in the current publication computed Oct 7, 2026 (0); the largest pillar moves were Momentum -2 and Financial Safety -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $329.58 | |
| Change on the day | -0.51% | |
| 52-week range | $279.10–$366.50 | |
| Market capitalisation | $883B | |
| Price / earnings (trailing) | 14.24 | |
| Shares traded on the day | 6.65M | |
| Beta (volatility vs the S&P 500) | 0.98 | |
| Dividends per share (last 12 months) | $6.15 | |
| Dividend yield (last 12 months) | 1.86% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
In terms of the full year 2026 outlook, we now expect NII ex-Markets to be about $96.5 billion, and total NII to be approximately $105.5 billion as a function of markets NII increasing to about $9 billion.
Jeremy Barnum · Statement from
Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for JPMorgan Chase & Co. (JPM): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 3, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 8, 2026, except a card that shows its own read date.
Watch the JPM film — every key number, told as a short cinematic story
~2 min · open the film
What is JPMorgan Chase & Co. (JPM), and what does it report?
Short answer · as of
JPMorgan Chase sells balance-sheet access, transaction infrastructure and financial expertise.
Research dated 2026-09-13.
JPMorgan Chase sells balance-sheet access, transaction infrastructure and financial expertise. Households and small businesses use deposits, cards, mortgages, payments and auto finance; corporations and institutions buy lending, advisory, capital-markets, trading, custody and treasury services; investors and wealthy clients pay for asset and wealth management.
Reported revenue therefore blends interest income with fees and markets-related activity rather than measuring demand for a uniform product. Consumer & Community Banking and the Commercial & Investment Bank carry comparable revenue weight, while Asset & Wealth Management adds a smaller, structurally different stream.
What do the latest results show for JPMorgan Chase & Co. (JPM)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $82.46B.
Research dated 2026-09-13.
The latest quarterly series shows a broad acceleration: revenue, gross profit, operating result, net income and diluted earnings per share all rose from the preceding period. Reported revenue and earnings also cleared expectations after the earlier period had fallen short, making the latest result a reversal rather than a continuation of the prior miss.
The longer annual record is less uniformly strong. Revenue advanced in the latest completed year while net income eased, so growth did not fully convert into higher profit. Management expects net interest income outside Markets to remain the dominant component, with Markets adding a meaningful contribution; that outlook identifies interest income as a key mechanism, not an explanation for every part of the latest earnings increase.
What do the reported financial results show?
Reported revenue, net income and earnings per share from the income statement.
- Latest quarter · revenue
- $82.46B Jun 30, 2026
- Latest quarter · net income
- $21.16B Jun 30, 2026
- Latest quarter · EPS
- $7.5700 (diluted) Jun 30, 2026
| Period end | Revenue | Net income | EPS |
|---|---|---|---|
| Jun 30, 2026 | $82.46B | $21.16B | $7.5700 (diluted) |
| Mar 31, 2026 | $73.66B | $16.49B | $5.9400 (diluted) |
| Dec 31, 2025 | $69.61B | $13.03B | $4.6300 (diluted) |
| Sep 30, 2025 | $71.90B | $14.39B | $5.0700 (diluted) |
Revenue and net income are in USD; EPS is USD per share. Statement EPS is labelled diluted or basic only when its source identifies that basis. Otherwise, its basis is unknown.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $57.35B Jul 14, 2026
- Latest report · revenue estimate
- $50.72B Jul 14, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 14, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 14, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 14, 2026 | $57.35B | $50.72B | $7.5900 | $5.5900 |
| Apr 14, 2026 | $49.84B | $49.18B | $5.9400 | $5.4700 |
| Jan 13, 2026 | $45.80B | $46.17B | $4.6300 | $4.8500 |
| Oct 14, 2025 | $46.43B | $45.47B | $5.0700 | $4.8500 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $82.46B | $21.16B | $7.57 (diluted) |
| Q1 FY2026 | $73.66B | $16.49B | $5.94 (diluted) |
| Q4 FY2025 | $69.61B | $13.03B | $4.63 (diluted) |
| Q3 FY2025 | $71.90B | $14.39B | $5.07 (diluted) |
What are the financial strengths and risks for JPMorgan Chase & Co. (JPM)?
Short answer · as of
What is holding it back is balance-sheet strain, a rich price.
Research dated 2026-09-13.
Cash and short-term investments have risen markedly, and the broader cash-and-investments total exceeds reported debt. That comparison is not the same as excess cash at an industrial company: JPMorgan Chase uses deposits, securities, funding and loans inside a balance-sheet-driven business, and total liabilities remain substantial.
Profitability is strong across the trailing period, but leverage is integral to the model and conventional liquidity ratios sit below parity. Operating cash flow has swung sharply between positive and negative readings and remained negative in the recent sequence, even as liquid assets increased. Pressure on lending economics, borrower performance, markets activity or fee-bearing client assets could therefore reach earnings through different franchises at once.
What does the cash-flow statement report?
Dated cash-flow statement entries, using the provider’s reported classification.
- Latest quarter · operating cash flow
- −$25.28B Jun 30, 2026
- Previous quarter · operating cash flow
- −$211.76B Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | −$25.28B | Not available |
| Mar 31, 2026 | −$211.76B | Not available |
| Dec 31, 2025 | $119.72B | Not available |
| Sep 30, 2025 | −$45.21B | Not available |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Statement entries keep the provider’s reported sign. These financial-company figures are not used here to estimate cash runway, surplus cash, or business value.
What should you watch next at JPMorgan Chase & Co. (JPM)?
Short answer · as of
The next earnings report is expected on Oct 13, 2026.
Research dated 2026-09-13.
The next earnings release should be read against management’s net-interest-income outlook: track the contribution outside Markets, the Markets component and whether the revenue mix still supports profit growth. The latest expectation beat was unusually wide relative to the recent history, so persistence matters more than another isolated surprise.
Expenses stepped up and then stayed elevated in the latest quarterly sequence. Watch whether revenue continues to outrun that cost base, whether operating profit retains its recent momentum, and whether Consumer & Community Banking and the Commercial & Investment Bank continue sharing the earnings load. Cash-flow swings deserve interpretation alongside changes in cash, investments and liabilities rather than as a standalone industrial-style free-cash-flow signal.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
In terms of the full year 2026 outlook, we now expect NII ex-Markets to be about $96.5 billion, and total NII to be approximately $105.5 billion as a function of markets NII increasing to about $9 billion.
Jeremy Barnum ·
How does JPMorgan Chase & Co. compare with its peers?
Short answer
JPMorgan Chase & Co.'s score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
JPMorgan Chase differs from a narrower retail bank because customer deposits and lending sit beside investment banking, market-making, payments, custody, treasury services and asset management. It also differs from a capital-markets specialist because consumer banking and cards provide another major earnings engine.
That breadth creates internal diversification, but it also makes headline revenue less revealing without the segment mix. Commercial & Investment Bank revenue slightly exceeds Consumer & Community Banking revenue, while Asset & Wealth Management contributes a smaller pool tied to managed assets and wealthy-client relationships.
| Company | Price | Market value | Score |
|---|---|---|---|
| $26.25 Oct 7, 2026 | $145B | 97 5-pillar Oct 7, 2026 | |
| $13.66 Oct 7, 2026 | $201B | 88 5-pillar Oct 7, 2026 | |
| $87.23 Oct 7, 2026 | $106B | 82 5-pillar Oct 7, 2026 | |
| $113.87 Oct 7, 2026 | $200B | 79 5-pillar Oct 7, 2026 | |
| $53.52 Oct 7, 2026 | $384B | 78 5-pillar Oct 7, 2026 | |
| $191.22 Oct 7, 2026 | $266B | 75 5-pillar Oct 7, 2026 | |
| $161.75 Oct 7, 2026 | $116B | 74 5-pillar Oct 7, 2026 | |
| $108.33 Oct 7, 2026 | $100B | 69 5-pillar Oct 7, 2026 | |
| $22.65 Oct 7, 2026 | $256B | 61 5-pillar Oct 7, 2026 | |
| $80.26 Oct 7, 2026 | $243B | 60 5-pillar Oct 7, 2026 | |
| $25.40 Oct 7, 2026 | $98.5B | 56 5-pillar Oct 7, 2026 | |
| $93.71 Oct 7, 2026 | $322B | 51 5-pillar Oct 7, 2026 | |
| JPMorgan Chase & Co. (JPM) — this page | $329.58 | $883B | 33 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $305.00 – $420.00
- Consensus target
- $373.18
- Median target
- $370.00
Consensus record · Captured .
Measured against a quoted price of $329.58 (as of Oct 7, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 30, 2026
- Transactions
- 35
- Identified insiders
- 15
- Purchases
- 0
- Sales
- 19
- Other transactions
- 16
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 71.3% Period end Jun 30, 2026
- Previous quarter · ownership
- 69.9% Prior to period end Jun 30, 2026
- Reporting holders
- 5,308 Period end Jun 30, 2026
- Previous quarter · holders
- 5,243 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 206,290,537 |
| Vanguard Capital Management LLC | 161,586,023 |
| State Street Corp | 125,209,293 |
| Bank Of America Corp /De/ | 69,666,753 |
| Morgan Stanley | 67,092,426 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about JPMorgan Chase & Co. (JPM)?
What Investors Ask About JPMorgan Chase & Co. (JPM) — Financial Services
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
How do Consumer & Community Banking and the Commercial & Investment Bank share JPMorgan Chase’s revenue base?
They are the company’s largest reported segment revenue contributors and are close in scale. Consumer banking brings deposits, cards, payments and lending, while the commercial and investment franchise adds corporate finance, markets, treasury and custody activity.
Why does Markets net interest income matter to JPMorgan Chase’s outlook?
Management expects interest income outside Markets to provide the larger base, with Markets supplying an additional contribution. The split shows that the outlook depends on lending and deposit economics as well as the balance-sheet activity attached to the markets franchise.
Why can JPMorgan Chase show negative operating cash flow while liquid assets rise?
Recent operating cash flow has been negative while cash and short-term investments increased. For this balance-sheet-driven bank, movements in funding, securities, loans and customer activity can dominate the cash-flow statement, so operating cash flow should be read with the balance sheet.
What does JPMorgan Chase’s award-heavy insider activity indicate?
Recent records show net selling with no purchases, alongside awards, gifts, in-kind transactions and exempt transactions. That establishes transaction direction and composition, but it does not establish insider motive.
What is the JPM stock price today?
The last price recorded on this page for JPMorgan Chase & Co. (JPM) is $329.58, as of the Oct 7, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the JPM price target?
The analyst consensus price target for JPMorgan Chase & Co. (JPM) is $373.18 (range $305.00 to $420.00, median $370.00), per FMP data captured Oct 7, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are JPM's next earnings?
The next earnings date listed on this page for JPMorgan Chase & Co. (JPM) is Oct 13, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (71 figures)
The 71 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Jeremy Barnum (Jul 14, 2026): In terms of the full year 2026 outlook, we now expect NII ex-Markets to be about $96.5 billion, and total NII to be approximately $105.5 billion as a function of markets NII increasing to about $9 billion. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | NEW York, NY | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "270 Park Avenue, New York, NY, 10017, US". |
FMP — 60 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $329.58 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-07T23:04:32.778Z. | |
px.change | Change on the day | -0.51% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $883B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-07. FMP quote timestamp: 2026-10-07T20:00:02.000Z. Captured from FMP at 2026-10-07T23:04:30.742Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$1.70 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $82.46B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $279.10–$366.50 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 14.24 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 6.65M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.98 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Jamie Dimon | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.founder | Founder named in the filing | Eugene Davy — Co-Founder & Head of Investment Banking of EMEA | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 320,560 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $127.24B, net result $48.33B; FY2022 revenue $153.82B, net result $37.68B; FY2023 revenue $236.27B, net result $49.55B; FY2024 revenue $270.79B, net result $58.47B; FY2025 revenue $279.75B, net result $57.05B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Consumer & Community Banking $76.03B · Commercial And Investment Bank $78.45B · Asset and Wealth Management Segment $24.07B · Segment Reporting, Reconciling Item, Corporate Nonsegment $7.03B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $82.46B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.net_result_k | Net income — period end 2026-06-30 | $21.16B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.eps | EPS — period end 2026-06-30 | $7.5700 (diluted) | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $73.66B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.net_result_k | Net income — period end 2026-03-31 | $16.49B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.eps | EPS — period end 2026-03-31 | $5.9400 (diluted) | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $69.61B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.net_result_k | Net income — period end 2025-12-31 | $13.03B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.eps | EPS — period end 2025-12-31 | $4.6300 (diluted) | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $71.90B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.net_result_k | Net income — period end 2025-09-30 | $14.39B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.eps | EPS — period end 2025-09-30 | $5.0700 (diluted) | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-14.revenue_actual | Revenue · reported — report date 2026-07-14 | $57.35B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-14.revenue_estimated | Revenue · estimate — report date 2026-07-14 | $50.72B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-14.eps_actual | EPS · reported — report date 2026-07-14 | $7.5900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-14.eps_estimated | EPS · estimate — report date 2026-07-14 | $5.5900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-14.revenue_actual | Revenue · reported — report date 2026-04-14 | $49.84B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-14.revenue_estimated | Revenue · estimate — report date 2026-04-14 | $49.18B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-14.eps_actual | EPS · reported — report date 2026-04-14 | $5.9400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-14.eps_estimated | EPS · estimate — report date 2026-04-14 | $5.4700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-13.revenue_actual | Revenue · reported — report date 2026-01-13 | $45.80B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-13.revenue_estimated | Revenue · estimate — report date 2026-01-13 | $46.17B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-13.eps_actual | EPS · reported — report date 2026-01-13 | $4.6300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-13.eps_estimated | EPS · estimate — report date 2026-01-13 | $4.8500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-14.revenue_actual | Revenue · reported — report date 2025-10-14 | $46.43B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-14.revenue_estimated | Revenue · estimate — report date 2025-10-14 | $45.47B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-14.eps_actual | EPS · reported — report date 2025-10-14 | $5.0700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-14.eps_estimated | EPS · estimate — report date 2025-10-14 | $4.8500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | −$25.28B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | −$211.76B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $119.72B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | −$45.21B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $305.00 – $420.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 7, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $373.18 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 7, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $370.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 7, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 35 transactions · 0 purchases, 19 sales, 16 other transactions · 15 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 30, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 71.3% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 69.9% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 5,308 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 5,243 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 206,290,537 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Capital Management LLC — shares in provider snapshot | 161,586,023 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | State Street Corp — shares in provider snapshot | 125,209,293 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Bank Of America Corp /De/ — shares in provider snapshot | 69,666,753 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Morgan Stanley — shares in provider snapshot | 67,092,426 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 13, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-07-17 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 7 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-06 |
COMPUTED — 4 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $6.15 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-06, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.86% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-14.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($57.35B) with the recorded estimate ($50.72B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-14.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($7.5900) with the recorded estimate ($5.5900) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 33 of 100 · Weak · pillars 58 / 17 / 14 / 56 / 66 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.valuation_driver | Recorded valuation score driver | Free cash flow yield is the main valuation drag relative to sector peers. | OURS | Stock Expert AI MoonshotScore v2 engine · stored factor contributions | |
ours.moonshot_change | MoonshotScore movement | 33 (stored snapshot Oct 6, 2026) → 33 (current publication computed Oct 7, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. Revenue and net income are in USD; EPS is USD per share. Statement EPS is labelled diluted or basic only when its source identifies that basis. Otherwise, its basis is unknown. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.net_result_k,fin.q_table.depth.2026-06-30.eps,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.net_result_k,fin.q_table.depth.2026-03-31.eps,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.net_result_k,fin.q_table.depth.2025-12-31.eps,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.net_result_k,fin.q_table.depth.2025-09-30.eps. - Earnings-history note. Source series as of 2026-07-14. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-14.revenue_actual,earn.history.depth.2026-07-14.revenue_estimated,earn.history.depth.2026-07-14.revenue_actual.comparison,earn.history.depth.2026-07-14.eps_actual.comparison,earn.history.depth.2026-07-14.eps_actual,earn.history.depth.2026-07-14.eps_estimated,earn.history.depth.2026-04-14.revenue_actual,earn.history.depth.2026-04-14.revenue_estimated,earn.history.depth.2026-04-14.eps_actual,earn.history.depth.2026-04-14.eps_estimated,earn.history.depth.2026-01-13.revenue_actual,earn.history.depth.2026-01-13.revenue_estimated,earn.history.depth.2026-01-13.eps_actual,earn.history.depth.2026-01-13.eps_estimated,earn.history.depth.2025-10-14.revenue_actual,earn.history.depth.2025-10-14.revenue_estimated,earn.history.depth.2025-10-14.eps_actual,earn.history.depth.2025-10-14.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Statement entries keep the provider’s reported sign. These financial-company figures are not used here to estimate cash runway, surplus cash, or business value. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m.
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- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Consumer & Community Banking: $76.03B; Commercial And Investment Bank: $78.45B; Asset and Wealth Management Segment: $24.07B; Segment Reporting, Reconciling Item, Corporate Nonsegment: $7.03B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Management outlook — dated call excerpts | Captured record · 1 entry
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-14 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-14 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $1.24T; Liquidity basis: cash and short-term investments; Total liabilities: $4.64T; Cash and short-term investments: $2.62T; Cash and investments: $4.14T; Long-term investments: $1.52T; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $4.14T; Cash and short-term investments: $2.62T; Long-term investments: $1.52T; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Trailing twelve-month ratio set | Quick ratio: 0.84; Current ratio: 0.84; Debt to equity: 3.3; Net margin: 21.9%; Gross margin: 62.6%; Operating margin: 28.2%; Return on assets: 1.3%; Return on equity: 17.8% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 0.22; Piotroski F-score: 4 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-13; EPS estimate: $5.84 per share; Revenue estimate: $50.56B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Sector / industry (provider taxonomy) | Financial Services / Banks - Diversified The company's SEC filings classify it under SIC 6021 — National Commercial Banks. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Insider transactions, last 180 days | Net shares: -237,796.5687; Window days: 180; Price low: $294.16; Clustered days: 2026-03-25; 2026-03-31; 2026-04-15; 2026-05-05; 2026-05-15; 2026-06-24; 2026-06-30; Price high: $361.41; Buy transactions: 0; Distinct insiders: 15; Sell transactions: 19; Other transactions: 40; Total transactions: 59; Other transaction types: G-Gift: 4, A-Award: 12, F-InKind: 8, M-Exempt: 16; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-09-10 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| What the sources do not tell us | Captured record · 3 entries
Each entry names a family of information the packet has no fact for.; The list is drawn from a fixed catalogue keyed to fact ids — it is not written per ticker and contains no generated text.; An absent family means our sources did not answer; it does not mean the company has nothing to report. | 2026-09-12 | COMPUTED | Derived from which sources answered this build |
Data provided for informational purposes only.
ETFs that hold JPM
Funds in our ETF coverage that list JPM among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| State Street Financial Select Sector SPDR ETF (XLF) | 11.80% | |
| FINU ETF | 10.74% | |
| VFH ETF | 9.05% | |
| RWW ETF | 8.42% | |
| MFMO ETF | 4.56% | |
| BNY Mellon Women's Opportunities ETF (BKWO) | 4.52% | |
| Dimensional - US Large Cap Value ETF (DFLV) | 4.30% | |
| GVLE ETF | 4.23% | |
| Columbia U.S. Equity Income ETF (EQIN) | 4.23% | |
| State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) | 4.01% |