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JPMNYSEAMJBNYSEJPM-PCNYSEJPM-PDNYSEJPM-PJNYSEJPM-PKNYSEJPM-PLNYSEJPM-PMNYSEVYLDNYSESEC filerUS GAAPNational Commercial BanksFiscal year ends December 31Reports in USD (US Dollar)
Partial analysis for banks
FY2025 · ended Dec 31, 2025
Normalization v8 · calculations ratios_v2 · data version 2 · report generated Oct 7, 2026. Source: SEC EDGAR XBRL company facts.
Select a figure to see its source filing and exact value.
| Ratio | FY2011 | FY2012 | FY2013 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Growth | |||||||||||||||
| Revenue growth | |||||||||||||||
| Net income growth | |||||||||||||||
| Diluted EPS growth | |||||||||||||||
| Revenue CAGR (3 yr) | |||||||||||||||
| Revenue CAGR (5 yr) | —not available | ||||||||||||||
| Profitability | |||||||||||||||
| Net margin | |||||||||||||||
| Balance sheet | |||||||||||||||
| Liabilities / assets | |||||||||||||||
| Working capital & shares | |||||||||||||||
| Diluted share count change | |||||||||||||||
Select a ratio to see its formula, the exact inputs and periods used, and their source filings. — means an input is missing or the ratio is not meaningful (e.g. a negative denominator).
Banks. Each metric below is shown only where SEC XBRL data supports it with a verified definition; otherwise the reason is stated. Latest fiscal year; ratio history is in the Ratios table above.
| Metric | Status | Value | Definition or reason |
|---|---|---|---|
| Efficiency ratioFinSavoir calculation | Available | FY2025 | non-interest expense / (net interest income + non-interest income), same period; GAAP amounts, not fully-taxable-equivalent (company-reported efficiency ratios may differ) |
| Provision / average loansFinSavoir calculation | Available | FY2025 | provision for credit losses (income statement, total) / average of net loans at the start and end of the 12 months; a 12-month period, so not annualized |
| Net interest marginFinSavoir calculation | Not available | — | Net interest income ÷ average interest-earning assets. Not available: average interest-earning assets are not tagged in SEC Company Facts (checked for all 17 banks FinLens covers), and FinLens will not substitute total assets. |
| Common equity Tier 1 capital ratioreported by the company | Not available | — | Not tagged (undimensioned) in SEC Company Facts for the latest fiscal year; many banks disclose capital ratios only in text or by legal entity. |
| Tier 1 risk-based capital ratioreported by the company | Not available | — | Not tagged (undimensioned) in SEC Company Facts for the latest fiscal year; many banks disclose capital ratios only in text or by legal entity. |
| Total risk-based capital ratioreported by the company | Not available | — | Not tagged (undimensioned) in SEC Company Facts for the latest fiscal year; many banks disclose capital ratios only in text or by legal entity. |
| Tier 1 leverage ratioreported by the company | Not available | — | Not tagged (undimensioned) in SEC Company Facts for the latest fiscal year; many banks disclose capital ratios only in text or by legal entity. |
| Line item | FY2011 | FY2012 | FY2013 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total net revenue | r (restated) | r (restated) | r (restated) | r (restated) | |||||||||||
| Net interest income | |||||||||||||||
| Non-interest income | r (restated) | r (restated) | r (restated) | r (restated) | r (restated) | ||||||||||
| Non-interest expense | r (restated) | r (restated) | |||||||||||||
| Provision for credit losses | |||||||||||||||
| Income before taxes | r (restated) | r (restated) | r (restated) | r (restated) | |||||||||||
| Income tax expense | r (restated) | r (restated) | r (restated) | r (restated) | |||||||||||
| Net income | |||||||||||||||
| Diluted EPS | r (restated) | ||||||||||||||
| Diluted weighted-average shares | r (restated) | r (restated) |
Select any figure for its source filing and exact value. d derived by FinSavoir (e.g. Q4 = fiscal year − nine months) · r restated in a later filing · s adjusted for a stock split · — not reported for that period · withheld = failed a data-quality check.
| Line item | FY2011 | FY2012 | FY2013 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & cash equivalents | |||||||||||||||
| Loans, net of allowance | —not reported for this period | —not reported for this period | —not reported for this period | —not reported for this period | |||||||||||
| Total assets | |||||||||||||||
| Deposits | |||||||||||||||
| Total liabilities | |||||||||||||||
| Shareholders' equity |
Select any figure for its source filing and exact value. d derived by FinSavoir (e.g. Q4 = fiscal year − nine months) · r restated in a later filing · s adjusted for a stock split · — not reported for that period · withheld = failed a data-quality check.
| Line item | FY2011 | FY2012 | FY2013 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Depreciation & amortization | r (restated) | r (restated) | |||||||||||||
| Dividends paid | |||||||||||||||
| Share repurchases | —not reported for this period | —not reported for this period | —not reported for this period | —not reported for this period |
Select any figure for its source filing and exact value. d derived by FinSavoir (e.g. Q4 = fiscal year − nine months) · r restated in a later filing · s adjusted for a stock split · — not reported for that period · withheld = failed a data-quality check.
Mechanical forecasts of reported revenue from JPMORGAN CHASE & CO's own SEC filings. Each was recorded in FinSavoir's prediction ledger when it was issued and is never edited; it will be scored when the company reports the period. They say nothing about business prospects beyond the past pattern of revenue.
Each forecast in the chart is listed below with a link to its ledger record.
| Target | Model | Forecast | 80% prediction interval | vs “same as last year” | Ledger record |
|---|---|---|---|---|---|
| FY20261 year ahead · ends Dec 31, 2026 | Same as last yearReference (benchmark) | $182.4B | Not shown: no evaluated error range | — | Record |
| Straight-line trend (legacy)Benchmark | $166.9B | Not shown: no evaluated error range | −8.5% | Record | |
| Damped trend (exponential smoothing)Challenger (not promoted) | $176.5B | Not shown: no evaluated error range | −3.2% | Record | |
| Average growth (drift)Challenger (not promoted) | $205.0B | Not shown: no evaluated error range | +12.3% | Record | |
| Damped recent growthChallenger (not promoted) | $183.7B | Not shown: no evaluated error range | +0.7% | Record | |
| FY20272 years ahead · ends Dec 31, 2027 | Same as last yearReference (benchmark) | $182.4B | Not shown: no evaluated error range | — | Record |
| Straight-line trend (legacy)Benchmark | $172.8B | Not shown: no evaluated error range | −5.3% | Record | |
| Damped trend (exponential smoothing)Challenger (not promoted) | $179.7B | Not shown: no evaluated error range | −1.5% | Record | |
| Average growth (drift)Challenger (not promoted) | $230.2B | Not shown: no evaluated error range | +26.2% | Record | |
| Damped recent growthChallenger (not promoted) | $185.0B | Not shown: no evaluated error range | +1.4% | Record |
naive_last_v1). Next year's revenue equals the latest year's.7e1d1483-e213-4596-abba-4cddabb44082 in the ledger. It will be compared with the revenue first reported for FY2026, and with any later restatement.Each forecast in the chart is listed below with a link to its ledger record.
| Target | Model | Forecast | 80% prediction interval | vs “same as last quarter” | Ledger record |
|---|---|---|---|---|---|
| Q4 FY20262 quarters ahead · ends Dec 31, 2026 | Same as last quarterReference (benchmark) | $57.3B | Not shown: no evaluated error range | — | Record |
| Same quarter last year × trailing growthChallenger (not promoted) | $52.0B | Not shown: no evaluated error range | −9.3% | Record | |
| Same quarter last yearChallenger (not promoted) | $45.8B | Not shown: no evaluated error range | −20.1% | Record | |
| Q1 FY20273 quarters ahead · ends Mar 31, 2027 | Same as last quarterReference (benchmark) | $57.3B | Not shown: no evaluated error range | — | Record |
| Same quarter last year × trailing growthChallenger (not promoted) | $56.6B | Not shown: no evaluated error range | −1.3% | Record | |
| Same quarter last yearChallenger (not promoted) | $49.8B | Not shown: no evaluated error range | −13.1% | Record | |
| Q2 FY20274 quarters ahead · ends Jun 30, 2027 | Same as last quarterReference (benchmark) | $57.3B | Not shown: no evaluated error range | — | Record |
| Same quarter last year × trailing growthChallenger (not promoted) | $65.1B | Not shown: no evaluated error range | +13.5% | Record | |
| Same quarter last yearChallenger (not promoted) | $57.3B | Not shown: no evaluated error range | 0.0% | Record |
naive_last_q_v1). Every future quarter equals the latest quarter.69ac34b4-9efa-41cb-8338-8907f0b0c153 in the ledger. It will be compared with the revenue first reported for Q4 FY2026, and with any later restatement.Every forecast FinSavoir issued for this company, newest first (the latest 22 of 22 are listed; each links to its full ledger record). A forecast is scored against the revenue first reported in the company's filing for that period, once that filing exists; a period ending is not enough. Superseded forecasts (replaced by a newer one for the same period and model) are kept unchanged and still scored.
| Issued | Target | Model | Forecast | Status | Actual (first reported) | Error | Filing | Record |
|---|---|---|---|---|---|---|---|---|
| Sep 29, 2026 | Q2 FY2027 | Same as last quarter | $57.3B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | Q2 FY2027 | Same quarter last year | $57.3B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | Q2 FY2027 | Same quarter last year × trailing growth | $65.1B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | Q1 FY2027 | Same as last quarter | $57.3B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | Q1 FY2027 | Same quarter last year | $49.8B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | Q1 FY2027 | Same quarter last year × trailing growth | $56.6B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | Q4 FY2026 | Same as last quarter | $57.3B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | Q4 FY2026 | Same quarter last year | $45.8B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | Q4 FY2026 | Same quarter last year × trailing growth | $52.0B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | Q3 FY2026 | Same as last quarter | $57.3B | Awaiting results filing | — | — | — | Record |
| Sep 29, 2026 | Q3 FY2026 | Same quarter last year | $46.4B | Awaiting results filing | — | — | — | Record |
| Sep 29, 2026 | Q3 FY2026 | Same quarter last year × trailing growth | $52.7B | Awaiting results filing | — | — | — | Record |
| Sep 29, 2026 | FY2027 | Same as last year | $182.4B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | FY2027 | Straight-line trend (legacy) | $172.8B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | FY2027 | Average growth (drift) | $230.2B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | FY2027 | Damped recent growth | $185.0B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | FY2027 | Damped trend (exponential smoothing) | $179.7B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | FY2026 | Same as last year | $182.4B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | FY2026 | Straight-line trend (legacy) | $166.9B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | FY2026 | Average growth (drift) | $205.0B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | FY2026 | Damped recent growth | $183.7B | Awaiting period end | — | — | — | Record |
| Sep 29, 2026 | FY2026 | Damped trend (exponential smoothing) | $176.5B | Awaiting period end | — | — | — | Record |
How the models were evaluated, and results across all companies →
Warning: Assets don't equal liabilities + equity · Total assets
Total assets differ from total liabilities & equity by more than 1%.
Affected period: FY2009
Annual figure restated; quarters not re-reported · Total net revenue · 3 periods
Annual figure restated; quarters not re-reported in 3 periods. Example: Revenue: the four quarters add up to the fiscal year as first reported (96,606,000,000); the annual figure was later restated to 97,367,000,000 and the quarters were not re-reported.
TTM Q4 FY2013, TTM Q4 FY2014, TTM Q4 FY2016
Restated in a later filing · Depreciation & amortization · 6 periods
Restated in a later filing in 6 periods. Example: Depreciation & amortization was restated from 3,143,000,000 to 3,265,000,000.
FY2008, FY2009, Q1 FY2010, FY2012, FY2013, Q1 FY2014
Restated in a later filing · Diluted EPS · 3 periods
Restated in a later filing in 3 periods. Example: Diluted EPS was restated from 4 to 4.
Q1 FY2012, FY2013, Q3 FY2014
Restated in a later filing · Diluted weighted-average shares · 5 periods
Restated in a later filing in 5 periods. Example: Diluted weighted-average shares was restated from 3,732,800,000 to 3,773,600,000.
FY2015, Q1 FY2016, Q2 FY2016, Q3 FY2016, FY2016
Restated in a later filing · Income before taxes · 11 periods
Restated in a later filing in 11 periods. Example: Income before taxes was restated from 25,914,000,000 to 26,675,000,000.
Q1 FY2012, FY2013, Q1 FY2014, Q2 FY2014, Q3 FY2014, FY2014, FY2019, Q1 FY2020, Q2 FY2020, Q3 FY2020, FY2020
Restated in a later filing · Income tax expense · 11 periods
Restated in a later filing in 11 periods. Example: Income tax expense was restated from 7,991,000,000 to 8,789,000,000.
Q1 FY2012, FY2013, Q1 FY2014, Q2 FY2014, Q3 FY2014, FY2014, FY2019, Q1 FY2020, Q2 FY2020, Q3 FY2020, FY2020
Restated in a later filing · Long-term debt incl. current portion
Long-term debt incl. current portion was restated from 247,669,000,000 to 270,653,000,000.
FY2010
Restated in a later filing · Net income
Net income was restated from 5,383,000,000 to 4,924,000,000.
Q1 FY2012
Restated in a later filing · Non-interest expense · 6 periods
Restated in a later filing in 6 periods. Example: Non-interest expense was restated from 55,771,000,000 to 56,672,000,000.
FY2016, Q1 FY2017, Q2 FY2017, Q3 FY2017, FY2017, Q2 FY2019
Restated in a later filing · Non-interest income · 14 periods
Restated in a later filing in 14 periods. Example: Non-interest income was restated from 53,287,000,000 to 54,048,000,000.
Q1 FY2012, FY2013, Q1 FY2014, Q2 FY2014, Q3 FY2014, FY2014, FY2016, Q1 FY2017, Q2 FY2017, Q3 FY2017, FY2017, Q2 FY2019, Q3 FY2020, FY2020
Restated in a later filing · Shareholders' equity
Shareholders' equity was restated from 165,365,000,000 to 160,845,000,000.
FY2009
Restated in a later filing · Total assets
Total assets was restated from 2,031,989,000,000 to 2,119,673,000,000.
FY2009
Restated in a later filing · Total liabilities
Total liabilities was restated from 1,866,624,000,000 to 1,958,828,000,000.
FY2009
Restated in a later filing · Total net revenue · 8 periods
Restated in a later filing in 8 periods. Example: Revenue was restated from 96,606,000,000 to 97,367,000,000.
Q1 FY2012, FY2013, FY2014, FY2016, Q1 FY2017, Q2 FY2017, Q3 FY2017, FY2017
Restated in a later filing · Underwriting income (loss) · 5 periods
Restated in a later filing in 5 periods. Example: Underwriting income (loss) was restated from 4,353,000,000 to 4,477,000,000.
FY2016, Q1 FY2017, Q2 FY2017, Q3 FY2017, FY2017
Latest annual report
10-K · fiscal year ended Dec 31, 2025 · filed Feb 13, 2026
| Return on equity |
|---|
| Return on assets |
|---|
| Effective tax rate |
|---|
| Loans / deposits | —not available | —not available | —not available | —not available |
|---|
| Equity / assets |
|---|