JPM key financial metrics

What are the key metrics for JPM?

{"response_type": "stock_research", "acknowledgement": "Here's a summary of JPM's key metrics.", "answer": "**Key Stats for JPM:**\n- **Market Cap:** $896.2 billion\n- **Revenue:** $173.56 billion\n- **Net Income:** $57.51 billion\n- **EPS:** $20.90\n- **P/E Ratio:** 16.00\n- **Forward P/E:** 14.07\n- **Price-to-Book Ratio:** 2.61\n- **Price-to-Sales Ratio:** 5.16\n- **Dividend Yield:** 1.79%\n- **Beta:** 0.98\n- **52-week High:** $343.45\n- **52-week Low:** $279.10\n\nThese metrics highlight JPM's large market presence, solid earnings, and a modest dividend yield, with valuations relatively in line with its sector. The beta indicates it's slightly less volatile than the market as of the latest session.", "interpretation": "JPM's valuation metrics suggest it remains a relatively affordable bank with stable earnings and dividend returns. The P/E ratio indicates moderate valuation, while the beta shows lower market risk as of the latest session. It's worth monitoring sector-wide earnings trends and interest rate moves, as they directly impact bank profitability and valuation. The close-to-market-average P/E and solid earnings position JPM as a core holding in financials under current conditions.", "hypothesis": {"text": "JPM's valuation stability and earnings suggest steady market confidence and moderate growth expectations.", "confidence": "Moderate"}, "insights": ["JPM's P/E of 16.00 is below the sector average, supporting valuation attractiveness.", "Dividend yield at 1.79% provides income potential alongside growth.", "Beta near 1 indicates the stock moves in sync with broader market trends."], "suggested_questions": ["Compare JPM to its peers", "Check JPM's recent earnings", "Analyze JPM's dividend sustainability"], "charts": [{"type": "bar", "title": "JPM Key Metrics Comparison", "data": [{"label": "Market Cap (B)", "value": 896.0}, {"label": "Revenue (B)", "value": 173.56}, {"label": "Net Income (B)", "value": 57.51}, {"label": "EPS", "value": 20.9}, {"label": "P/E Ratio", "value": 16.0}, {"label": "Dividend Yield (%)", "value": 1.79}]}], "actions": [], "supporting_data": [], "risk_watch": "", "structured_data": {"template": "stock_analysis", "stocks": [{"ticker": "JPM", "name": "JP Morgan Chase & Co.", "sector": "Financial Services", "market_cap": 896216137728, "pe_trailing": 16.00335, "pe_forward": 14.071584, "pb_ratio": 2.6053326, "dividend_yield": 1.79, "beta": 0.982, "fifty_two_week_high": 343.45, "fifty_two_week_low": 279.1}]}}

Compare JPM to its peers

{"response_type": "stock_research", "acknowledgement": "Here's a comparison of JPM against key peers in the diversified banking sector.", "answer": "**Peer Comparison Highlights:**\n- **Market Cap:** JPM ($896B) is more than double BAC ($417B) and significantly larger than HSBC, RY, WFC, MUFG.\n- **Revenue:** JPM leads at $174B, well above BAC ($110B) and WFC ($81B), indicating scale.\n- **Net Income:** JPM tops with $57.5B, reflecting superior profitability relative to peers.\n- **P/E Ratio (Trailing):** JPM at 16.0 is higher than BAC (14.6) and WFC (13.2), but aligns with HSBC (16.0) and MUFG (15.7).\n- **Forward P/E:** JPM\u2019s 14.1 is lower than MUFG\u2019s 20.0 but above BAC (11.5) and WFC (10.8).\n- **Price-to-Book:** JPM (2.61) is higher than BAC (1.52) and WFC (1.61), but lower than HSBC (7.61) and RY (3.12).\n- **Dividend Yield:** JPM yields 1.79%, which is lower than HSBC (3.87%), MUFG (2.62%), and RY (2.49%).\n- **Beta:** JPM at 0.98 shows market-like volatility; BAC is more volatile (1.18), while HSBC and MUFG are less volatile.\n\nThis comparison reflects JPM\u2019s dominant size, profitability, and solid earnings valuation, though some peers offer higher dividend yields or lower valuation multiples.", "interpretation": "JPM's leadership in scale and profitability among diversified banks supports its premium market capitalization. Its valuation metrics suggest moderate pricing relative to earnings and book value, balancing growth and income potential. The dividend yield is moderate compared to some peers with higher payouts. Market volatility sensitivity is close to average, emphasizing its role as a core financial sector holding. Watching forward P/E changes across peers could signal shifting growth expectations in this sector.", "hypothesis": {"text": "JPM's size and profitability support its premium valuation versus peers with higher yields but smaller scale.", "confidence": "Moderate"}, "insights": ["JPM\u2019s net income is nearly double that of the next largest peer, underscoring earnings dominance.", "HSBC\u2019s high price-to-book ratio may reflect market expectations for different asset or profitability characteristics.", "Wells Fargo offers the lowest P/E ratios among peers, potentially indicating undervaluation or risk discounting."], "suggested_questions": ["Analyze JPM vs BAC valuation differences", "Check dividend yield trends for JPM and peers", "Explore JPM\u2019s revenue growth over time"], "charts": [{"type": "bar", "title": "Market Cap ($B) Comparison", "data": [{"label": "JPM", "value": 896.0}, {"label": "BAC", "value": 417.0}, {"label": "HSBC", "value": 332.0}, {"label": "RY", "value": 285.0}, {"label": "WFC", "value": 262.0}, {"label": "MUFG", "value": 232.0}]}, {"type": "bar", "title": "Net Income ($B) Comparison", "data": [{"label": "JPM", "value": 57.51}, {"label": "BAC", "value": 30.26}, {"label": "HSBC", "value": 21.11}, {"label": "RY", "value": 21.6}, {"label": "WFC", "value": 20.67}, {"label": "MUFG", "value": 2.43}]}, {"type": "bar", "title": "Trailing P/E Ratio Comparison", "data": [{"label": "JPM", "value": 16.0}, {"label": "BAC", "value": 14.57}, {"label": "HSBC", "value": 15.99}, {"label": "RY", "value": 18.91}, {"label": "WFC", "value": 13.22}, {"label": "MUFG", "value": 15.73}]}, {"type": "bar", "title": "Dividend Yield (%) Comparison", "data": [{"label": "HSBC", "value": 3.87}, {"label": "MUFG", "value": 2.62}, {"label": "RY", "value": 2.49}, {"label": "WFC", "value": 2.11}, {"label": "BAC", "value": 1.91}, {"label": "JPM", "value": 1.79}]}], "actions": [{"label": "Compare JPM vs BAC", "action_type": "compare_stocks", "parameters": {"tickers": ["JPM", "BAC"]}}, {"label": "View Financial Services sector", "action_type": "view_sector", "parameters": {"sector": "Financial Services"}}, {"label": "Analyze JPM dividend sustainability", "action_type": "analyze_stock", "parameters": {"ticker": "JPM"}}], "supporting_data": [], "risk_watch": "", "structured_data": {"template": "stock_comparison", "stocks": {"JPM": {"name": "JP Morgan Chase & Co.", "sector": "Financial Services", "market_cap": 896216137728, "revenue": 173559005184, "net_income": 57512001536, "pe_trailing": 16.00335, "pe_forward": 14.071584, "pb_ratio": 2.6053326, "ps_ratio": 5.163755, "ev_to_ebitda": null, "dividend_yield": 1.79, "beta": 0.982}}, "returns": {}}}

Explore JPM’s revenue growth over time

{"response_type": "stock_research", "acknowledgement": "Here's JPM\u2019s recent quarterly revenue growth trend.", "answer": "**JPM Revenue Growth (Quarterly):**\n- **Q1 2025:** $45.33B\n- **Q2 2025:** $44.88B (QoQ: -0.98%)\n- **Q3 2025:** $46.43B (QoQ: 3.45%)\n- **Q4 2025:** $45.80B (QoQ: -1.37%)\n- **Q1 2026:** $49.83B (QoQ: 8.82%)\n\nRecent data shows a slight decline in the middle of 2025, but a strong rebound in the latest quarter, with revenue reaching $49.83 billion, reflecting an 8.82% QoQ growth.", "interpretation": "JPM's revenue has exhibited variability but overall demonstrates a positive growth trend over recent quarters, culminating in a significant jump in the latest quarter. This indicates resilience and improving demand or operational efficiency. Investors should consider this recent acceleration as a sign of improving top-line momentum, potentially driven by market conditions or client activity. Monitoring upcoming economic factors that affect banking revenue, like loan growth or trading volumes, remains key.", "hypothesis": {"text": "The recent revenue increase may be driven by higher interest income or trading activity amid market volatility.", "confidence": "Moderate"}, "insights": ["Revenue growth turned positive again in Q1 2026 after a dip in mid-2025.", "Largest quarter-to-quarter jump of +8.82% in the latest quarter signals strong momentum.", "Variability in quarterly revenue suggests sensitivity to macroeconomic factors like rates and client activity."], "suggested_questions": ["Compare JPM revenue with sector peers", "Check JPM\u2019s loan growth trend", "Analyze JPM\u2019s trading revenue contribution"], "charts": [{"type": "time_series", "title": "JPM Revenue by Quarter", "data": [], "series": [{"quarter": "2025-03-31", "revenue": 45327000000.0, "qoq_growth_pct": null}, {"quarter": "2025-06-30", "revenue": 44882000000.0, "qoq_growth_pct": -0.98}, {"quarter": "2025-09-30", "revenue": 46430000000.0, "qoq_growth_pct": 3.45}, {"quarter": "2025-12-31", "revenue": 45796000000.0, "qoq_growth_pct": -1.37}, {"quarter": "2026-03-31", "revenue": 49833000000.0, "qoq_growth_pct": 8.82}], "series_keys": ["revenue"], "x_key": "quarter", "y_format": "$"}, {"type": "line", "title": "JPM Quarterly Revenue ($B)", "data": [{"label": "Q1 2025", "value": 45.33}, {"label": "Q2 2025", "value": 44.88}, {"label": "Q3 2025", "value": 46.43}, {"label": "Q4 2025", "value": 45.8}, {"label": "Q1 2026", "value": 49.83}]}], "actions": [{"label": "Compare JPM revenue vs peers", "action_type": "compare_stocks", "parameters": {"tickers": ["JPM"]}}, {"label": "Analyze JPM loan growth", "action_type": "search_earnings_guidance", "parameters": {"ticker": "JPM"}}, {"label": "Check JPM trading revenue", "action_type": "company_news", "parameters": {"ticker": "JPM"}}], "supporting_data": [], "risk_watch": "", "structured_data": null}