JPMorgan Chase & Co. (JPM)

From the record

JPMorgan Chase & Co.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

JPMorgan Chase & Co.'s 10 filed years say what it did: revenue went from $97 billion in fiscal 2016 to $182 billion in fiscal 2025, up 7.3% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, JPMorgan Chase & Co.'s diluted share count shrank about 2.2% a year, and dividends and buybacks returned about 64% of its net income over 3 years (its filed statements). Its officers and directors filed 43 sales (43 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-10-15 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, JPMorgan Chase & Co. earned about 16 cents of profit for every dollar of shareholders' money. Leverage: it owed about 92 cents per dollar of assets, and net share issuance: its share count shrank 3.4% over the year (the filed statements).

From the record

JPMorgan Chase & Co.'s standing among 79 graded names in its industry family: revenue of $182 billion in fiscal 2025 ranks in the top 1% by size; a net margin of 31.3% ranks in the top 13%; revenue growth of 12.3% a year over the last 3 filed years ranks in the bottom 21% (its annual reports).

From the record

JPMorgan Chase & Co.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Dimon, James (Chairman & CEO, as filed), filing under that title since 2006-01-20, 20.8 years (top 2% of its family); the 23 officers and directors filing in the last fifteen months have been on the record a median of 8.6 years (top 26%); 11 officer or director changes were reported on Form 8-K since 2023-11-13, against the 23 people in charge now (bottom 17%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

JPMorgan Chase & Co.'s room to grow, from the newest filed statements (fiscal 2025): cash of $343 billion against no long-term debt tagged leaves 7.8% of its assets as net cash, top 16% of its family; cash from operations less capital spending is -81% of revenue (bottom 2%) (its annual report).

From the record

JPMorgan Chase & Co.'s growth drivers, from the filed years to fiscal 2025: revenue grew 12.3% a year over the last three filed years against 7.3% over all 10, speeding up (top 46% of its family); the newest year grew 2.8% (bottom 44%) (its annual reports). JPMorgan Chase & Co. reported 3 lines of business in fiscal 2025: Commercial and Investment Bank at $78 billion, Consumer Community Banking at $76 billion, Asset and Wealth Management at $24 billion. 3 of 3 grew in the latest filed year, and the largest line is 44% of revenue (its annual report).

From the record

JPMorgan Chase & Co.'s newest year against its own record: revenue of $182 billion in fiscal 2025 came in 12.5% below the $209 billion its prior three years' pace pointed to (top 35% of its family); net income of $57 billion against a prior three-year average of $49 billion (bottom 44%); a net margin of 31.3% against 31.2% before (top 40%) (its annual reports).