JPMORGAN CHASE & CO (JPM) Factsheet
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JPMORGAN CHASE & CO (JPM) Stock Analysis
Analysis from 10-Q filed 2026-11-03. Data as of Q3 2026.
Overall Grade: F (Concerning)
Grade F (Concerning). ROIC N/A. D/E 1.4x. Source: 10-Q filed 2026-11-03.
| Metric | Value | Context |
|---|---|---|
| ROIC | N/A | Below expectations |
| Debt/Equity | 1.4x | Moderate leverage |
N/A ROIC, N/A FCF margin, 1.4x D/E. From 10-Q filed 2026-11-03.
Explore JPMORGAN CHASE & CO: Earnings History | Overview
Programmatic access: Available via MCP at mcp.metricduck.com. Tools for JPM: get_company_overview, get_filing_index (lens: debt_stress, management_outlook, risk_trajectory), get_filing_section, get_metric_history, compare_companies, screen_filing_signals.
Profitability: JPMORGAN CHASE & CO earns N/A ROIC
ROIC TTM N/A. Source: 10-Q filed 2026-11-03.
| Metric | JPM | Rating | Context |
|---|---|---|---|
| Return on Invested Capital (ROIC) | N/A | Red flag | Below cost of capital |
| Return on Equity (ROE) | 18.0% | Good | Efficient use of shareholder equity |
Cash Flow Analysis for JPMORGAN CHASE & CO
OCF/Net income -1.3x. Positive FCF in NaN/8 trailing quarters. Source: 10-Q filed 2026-11-03.
| Metric | JPM | Rating | Context |
|---|---|---|---|
| OCF/Net Income | -1.3x | Warning | Potential accrual concerns |
| FCF Consistency (8Q) | N/A | Warning | Variable cash flow |
Balance Sheet: JPMORGAN CHASE & CO at 1.4x leverage, 5.4x interest coverage
Debt/Equity 1.4x. Total debt $531.5B, cash & investments $326.3B. Interest coverage 5.4x. Source: 10-Q filed 2026-11-03.
| Metric | JPM | Rating | Context |
|---|---|---|---|
| Debt to Equity | 1.4x | Adequate | Moderate leverage |
| Net Cash Position | $-205.2B | Warning | Net debt position |
| Interest Coverage | 5.4x | Good | Comfortable debt service |
Valuation: JPMORGAN CHASE & CO trades at 14.1x earnings
P/E 14.1x. EV/Sales 5.5x. Dividend yield 1.9%. Source: 10-Q filed 2026-11-03.
| Metric | JPM | Rating | Context |
|---|---|---|---|
| P/E Ratio | 14.1x | Adequate | Reasonable valuation |
| EV/Sales | 5.5x | Adequate | Growth premium priced in |
| Dividend Yield | 1.9% | Adequate | Growth focus over income |
Capital Allocation: JPMORGAN CHASE & CO returns 4.6% shareholder yield, reducing shares 2.4% YoY
Total shareholder yield 4.6% (div 1.9% + buyback 2.7%). Share count -2.4% YoY. Capital returned $41.9B TTM. Source: 10-Q filed 2026-11-03.
| Metric | JPM | Rating | Context |
|---|---|---|---|
| Total Shareholder Yield | 4.6% | Good | Dividend + buyback yield combined |
| Buyback Yield | 2.7% | Adequate | Active share repurchases |
| Share Count Change (YoY) | -2.4% | Good | Net share reduction (accretive) |
| Total Capital Returned (TTM) | $41.9B | Good | Dividends + buybacks returned to shareholders |
Sector Rankings
| Metric | Value | Percentile | vs Median |
|---|---|---|---|
| Return on Equity (ROE) | 18.0% | Top 25% | 1.7x above |
| P/E Ratio | 14.1x | N/A | - |
Financial Scorecard
| Metric | JPM | Rating | Sector Context |
|---|---|---|---|
| Debt to Equity Ratio | 142.7% | Adequate | Elevated but manageable |
| P/E Ratio (Price-to-Earnings) | 14.1x | Adequate | Attractively valued |
Frequently Asked Questions
Q: What is JPMORGAN CHASE & CO's Return on Invested Capital (ROIC)?
JPMORGAN CHASE & CO (JPM) has a trailing twelve-month Return on Invested Capital (ROIC) of N/A. Source: 10-Q filed 2026-11-03.
Q: What is JPMORGAN CHASE & CO's Free Cash Flow Margin?
JPMORGAN CHASE & CO (JPM) has a free cash flow margin of N/A, Source: 10-Q filed 2026-11-03.
Q: What is JPMORGAN CHASE & CO's P/E ratio and how does it compare to peers?
JPMORGAN CHASE & CO (JPM) trades at a P/E ratio of 14.1x, which is above the sector median of N/A. EV/Sales 5.5x. Source: 10-Q filed 2026-11-03.
Q: Does JPMORGAN CHASE & CO pay a dividend?
JPMORGAN CHASE & CO (JPM) currently pays a dividend yield of 1.9%. Total shareholder yield (dividend + buybacks) 4.6%. Source: 10-Q filed 2026-11-03.
Q: How much debt does JPMORGAN CHASE & CO have?
JPMORGAN CHASE & CO (JPM) has a debt-to-equity ratio of 1.4x with total debt of $531.5 billion. Interest coverage 5.4x. Net debt $205.2 billion. Source: 10-Q filed 2026-11-03.
Q: What is JPMORGAN CHASE & CO's revenue and earnings growth?
JPMORGAN CHASE & CO (JPM) grew revenue by 13.2% year-over-year. EPS +18.0% YoY. Source: 10-Q filed 2026-11-03.
Q: Is JPMORGAN CHASE & CO buying back stock?
JPMORGAN CHASE & CO (JPM) repurchased $24.5 billion of stock over the trailing twelve months. This represents a buyback yield of 2.7%. Share count -2.4% YoY. Source: 10-Q filed 2026-11-03.
Q: How does JPMORGAN CHASE & CO compare to competitors in Financials?
Compared to other companies in Financials, JPMORGAN CHASE & CO (JPM) shows: These rankings are based on MetricDuck's analysis of all Financials companies with available SEC filings.
Q: What warning signs should I watch for with JPMORGAN CHASE & CO?
No quantitative warning flags fired for JPMORGAN CHASE & CO (JPM) on margin trend, FCF trend, ROIC trend, or leverage thresholds. Source: 10-Q filed 2026-11-03.
Data Source: Data sourced from 10-Q filed 2026-11-03. TTM metrics as of Q3 2026.
Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.
Scope: This analysis covers SEC filing fundamentals — profitability, cash flow, balance sheet, and valuation metrics. For analyst estimates and price targets, consult sell-side research.
This analysis is for informational purposes only and does not constitute investment advice.
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