JPM · Jpmorgan Chase & Co
Price & Indicators
Up next
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 Strong 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 |
|---|---|---|---|
| AUM | 5.1T | 2Q26 | — |
|
|
|||
| Average loans | 1.5T | 2Q26 | — |
|
|
|||
| AWM ROE | 48% | 2Q26 | — |
| Basel III common equity Tier 1 capital | 303B | 2Q26 | — |
|
|
|||
| Book value per share | $133.01 | 2Q26 | — |
|
|
|||
| Card Services net charge-off rate | 3.34% | 2Q26 | — |
|
|
|||
| Cash and marketable securities | 1.5T | 2Q26 | — |
|
|
|||
| CCB ROE | 34% | 2Q26 | — |
| CET1 Capital Ratios Adv. | 14.2% | 2Q26 | — |
|
|
|||
| CET1 Capital Ratios Std. | 14.1% | 2Q26 | — |
|
|
|||
| CIB ROE | 22% | 2Q26 | — |
| Firm supplementary leverage ratio | 5.5% | 2Q26 | — |
|
|
|||
| Global Investment Banking fees wallet share | 9.3% | 2Q26 | — |
| Managed overhead ratio non-GAAP | 47% | 2Q26 | — |
|
|
|||
| Reported overhead ratio | 48% | 2Q26 | — |
|
|
|||
| ROE | 24% | 2Q26 | — |
|
|
|||
| ROTCE | 29% | 2Q26 | — |
|
|
|||
| ROTCE ex. significant items non-GAAP | 23% | 2Q26 | — |
| Std. RWA | 2.1T | 2Q26 | — |
| Tangible book value per share non-GAAP | $113.35 | 2Q26 | — |
|
|
|||
| Total Loss-Absorbing Capacity | 590B | 2Q26 | — |
|
|
|||
| Active mobile customers | 7% | 1Q26 | — |
|
|
|||
| Common stock net repurchases | 8.1B | 1Q26 | — |
|
|
|||
| Long-term AUM net inflows | 54B | 1Q26 | — |
| Net payout LTM | 82% | 1Q26 | — |
|
|
|||
| 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 |
|---|---|---|---|---|---|
|
JPM
this stock
Jpmorgan Chase & Co
|
$964.50B | +12.6% | +2.8% | 15.5 | 1.1% |
|
BAC
Bank Of America Corp /De/
|
$450.96B | +17.3% | +6.8% | 14.9 | 1.4% |
|
HSBC
Hsbc Holdings PLC
|
$355.87B | +31.9% | — | — | 0.2% |
|
RY
Royal Bank Of Canada
|
$300.95B | +27.0% | — | — | 0.5% |
|
WFC
Wells Fargo & Company/Mn
|
$268.59B | -4.7% | -1.6% | 12.9 | 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 | +1.5% | +6.4% | +21.9% | +3.1% | +12.6% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +1.1% | +1.9% | +8.1% | -0.8% | -1.2% |
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.