JPM · Jpmorgan Chase & Co
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| AUM | 5.1T | 2Q26 | — |
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| Average loans | 1.5T | 2Q26 | — |
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| AWM ROE | 48% | 2Q26 | — |
| Basel III common equity Tier 1 capital | 303B | 2Q26 | — |
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| Book value per share | $133.01 | 2Q26 | — |
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| Card Services net charge-off rate | 3.34% | 2Q26 | — |
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| Cash and marketable securities | 1.5T | 2Q26 | — |
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| CCB ROE | 34% | 2Q26 | — |
| CET1 Capital Ratios Adv. | 14.2% | 2Q26 | — |
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| CET1 Capital Ratios Std. | 14.1% | 2Q26 | — |
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| CIB ROE | 22% | 2Q26 | — |
| Firm supplementary leverage ratio | 5.5% | 2Q26 | — |
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| Global Investment Banking fees wallet share | 9.3% | 2Q26 | — |
| Managed overhead ratio non-GAAP | 47% | 2Q26 | — |
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| Reported overhead ratio | 48% | 2Q26 | — |
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| ROE | 24% | 2Q26 | — |
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| ROTCE | 29% | 2Q26 | — |
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| ROTCE ex. significant items non-GAAP | 23% | 2Q26 | — |
| Std. RWA | 2.1T | 2Q26 | — |
| Tangible book value per share non-GAAP | $113.35 | 2Q26 | — |
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| Total Loss-Absorbing Capacity | 590B | 2Q26 | — |
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| Active mobile customers | 7% | 1Q26 | — |
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| Common stock net repurchases | 8.1B | 1Q26 | — |
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| Long-term AUM net inflows | 54B | 1Q26 | — |
| Net payout LTM | 82% | 1Q26 | — |
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| Client asset net inflows | 553B | 2025 | — |
| Common dividend | 4.1B | 4Q25 | — |
| Debit and credit card sales volume | 7% | 4Q25 | — |
| Net new checking accounts | 1.7M | 2025 | — |
| New credit card accounts | 10.4M | 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Banks - Diversified — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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JPM
this stock
Jpmorgan Chase & Co
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$959.50B | +10.9% | +2.8% | 15.5 | 1.1% |
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BAC
Bank Of America Corp /De/
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$449.14B | +14.9% | +6.8% | 14.8 | 1.4% |
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HSBC
Hsbc Holdings PLC
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$350.67B | +30.0% | — | — | 0.2% |
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RY
Royal Bank Of Canada
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$294.71B | +21.8% | — | — | 0.5% |
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WFC
Wells Fargo & Company/Mn
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$264.30B | -7.8% | -1.6% | 12.7 | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JPM | -2.2% | +2.6% | +16.7% | +1.6% | +10.9% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -1.7% | -0.3% | +5.1% | -1.4% | -1.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.