Revenue segments as reported by the company.

Net interest income

Noninterest income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Provision for credit losses

Noninterest expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

JPMorgan Chase & Co

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase & Co. The bank was known as Chase Manhattan Bank until it merged with J.P. Morgan & Co. in 2000. Chase Manhattan Bank was formed by the merger of the Chase National Bank and The Manhattan Company in 1955. The bank has been headquartered in Columbus, Ohio since its merger with Bank One Corporation in 2004. The bank acquired the deposits and most assets of Washington Mutual.

Chase Manhattan Bank

Bank One Corporation was the sixth-largest bank in the United States. It traded on the New York Stock Exchange under the stock symbol ONE. The company merged with JPMorgan Chase & Co. on July 1, 2004. The company had its headquarters in the Bank One Plaza (now the Chase Tower) in the Chicago Loop in Chicago, Illinois, now the headquarters of Chase's retail banking division.

Bank One Corp

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm offers a range of investment banking products and services in all capital markets, including advising on corporate strategy and structure, capital raising in equity and debt markets, risk management, market making in cash securities and derivative instruments, and brokerage and research. It operates through the following business segments: Consumer and Community Banking (CCB), Corporate and Investment Bank (CIB), Commercial Banking (CB), Asset and Wealth Management (AWM), and Corporate. The CCB segment serves consumers and businesses through personal service at bank branches and through automated teller machines, online, mobile, and telephone banking. The CIB segment offers a suite of investment banking, market-making, prime brokerage, lending, and treasury and securities products and services to a global client base of corporations, investors, financial institutions, merchants, governments, and municipal entities. The CB segment provides comprehensive financial solutions, including lending, wholesale payments, investment banking and asset management products for middle market banking, corporate client banking, and commercial real estate banking. The AWM segment provides investment and wealth management services. The Corporate segment consists of treasury, chief investment office, and other corporate. The company was founded in 1968 and is headquartered in New York, NY.

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JPMorgan Chase reports robust earnings, eyes growth amid challenges

JPMorgan Chase delivered strong financial performance in Q4 2022 and full-year 2022, driven by diversified revenue streams and prudent risk management practices.
While facing challenges related to regulatory changes and expense management, the firm remains focused on achieving its ROTCE target and optimizing operational efficiency.
Opportunities for growth include leveraging stability in consumer and small business segments, strategic acquisitions, and ongoing initiatives to enhance profitability.
Overall, JPMorgan's solid performance, strong capital position, and commitment to delivering shareholder value position the firm well for future success.

JPMorgan Chase posts robust Q1 earnings, eyes growth amid challenges

JPMorgan Chase's Q1 performance reflects strong financial health, prudent capital management, and strategic focus on growth opportunities amidst macroeconomic uncertainties and regulatory challenges. The company's emphasis on preparing for higher rates and exploring new strategies positions it well for future growth.

JPMorgan Chase posts robust Q2 earnings amidst market challenges

JPMorgan Chase delivered strong financial performance in Q2 2023, driven by robust net income, revenue, and business segment results.
While facing challenges in certain market segments and regulatory changes, the company is proactively addressing concerns and exploring opportunities for growth.
With a focus on financial strength, strategic planning, and proactive risk management, JPMorgan Chase is well-positioned to navigate uncertainties and capitalize on opportunities.
Anticipated adjustments in business strategies and pricing reflect a forward-looking approach to optimize performance and adapt to evolving market conditions.

JPMorgan Chase posts strong Q3 earnings amidst regulatory uncertainties

JPMorgan Chase delivered robust financial performance in Q3, driven by revenue growth and strong net income. While facing challenges from rising expenses and regulatory uncertainties, the bank remains optimistic about market stability and growth opportunities.

JPMorgan Chase posts robust earnings, eyes growth amid market challenges

JPMorgan Chase delivered strong financial performance in Q4 2023 and full-year 2023, driven by key segments like Investment Banking and Commercial Banking.
While facing challenges such as rising expenses and market uncertainties, the company remains focused on managing costs and capitalizing on growth opportunities.
Strategic initiatives in private credit markets, cautious buybacks, and a focus on credit quality position JPMorgan for continued success in a dynamic financial landscape.
The outlook for 2024 includes a balanced approach to navigating market conditions, regulatory changes, and potential rate cuts, aiming for sustained profitability.

JPMorgan Chase posts solid Q1 earnings amidst market challenges

JPMorgan Chase's Q1 2024 earnings reflect a mix of strengths and challenges across its business segments. The bank remains cautious about interest rate scenarios and regulatory impacts while focusing on optimizing returns and strategic investments. Opportunities exist in Investment Banking growth, fee wallet expansion, and Wholesale Payments business resilience.

JPMorgan Chase reports stellar Q2 earnings amidst regulatory challenges

JPMorgan Chase's Q2 performance reflects strong financial health and operational excellence across its diverse business segments, driving significant net income and EPS.
While the firm faces challenges related to regulatory changes and cost management, its solid revenue growth and dividend increase signal confidence in future prospects.
By leveraging its strengths in Investment Banking, Consumer & Community Banking, and Asset Management, JPMorgan Chase can capitalize on opportunities for growth and value creation.
Navigating the evolving financial landscape and addressing key concerns will be crucial for the firm to maintain its competitive edge and deliver sustainable shareholder returns.

JPMorgan Chase posts robust Q3 earnings amidst margin challenges

JPMorgan Chase delivered strong Q3 results with notable revenue and earnings across its business segments.
While facing challenges such as expense management and potential margin compression, the bank remains well-positioned.
Opportunities lie in capital deployment, growth strategies, and enhancing deposit margins to drive future performance.
Overall, JPMorgan's performance reflects resilience, market leadership, and a focus on long-term growth.

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Book value per share

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Cash from investing

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Cash from financing

Change in stock

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Free cash flow

Bank of America

Citigroup

Goldman Sachs

Morgan Stanley

Wells Fargo

IIF CEO Tim Adams said an improving economy will help bank lending and fee income to pick up, while a buoyant markets will boost trading revenue.

U.S. banks are poised for 'record level' earnings in 2021, says IIF

The heads of major U.S. retail banks faced renewed criticism Thursday from Democratic lawmakers who said financial institutions should not have charged Americans billions of dollars in overdraft and other fees during the pandemic.

Wall Street bank CEOs face fee criticism in second round with Congress

In a hearing Wednesday, Senators asked the CEOs of Bank of America, Chase and Wells Fargo about when they plan to restart mortgage foreclosures.

Bank of America and Chase could restart mortgage foreclosures as early as July, but Wells Fargo is waiting until 2022

FRANKFURT, Germany--(BUSINESS WIRE)--Undeterred by supply chain challenges thrown up by COVID-19, German businesses are doubling down on globalization, embracing technology as a means to adapt, and planning for ownership transitions in the medium term, according to J.P. Morgan's inaugural Germany Business Leaders Outlook survey released today. J.P. Morgan surveyed 238 senior executives of German mid-cap companies and found that nearly 60% believe the global and German economies are heading in a

German Business Leaders Remain Optimistic on Growth and Economy Despite Pandemic, Inaugural J.P. Morgan Survey Finds

Arbor Realty Trust

Babcock & Wilcox Enterprises

Capital One

First Horizon National

Lument Finance Trust

Oxford Square Capital

Pebblebrook Hotel Trust

Regions Financial

Sunstone Hotel Investors

As May 2021 comes to a close, we look back at the new preferred stocks and ETDs introduced during the month, offering annual yields ranging from 4.375 % to 8.75%. Here is a comparison against highest quality preferred stocks in our coverage universe, as ranked by our internal “CDx3 Compliance Score” metric:

New Preferred Stock IPOs, May 2021

JPMorgan Chase is bending over backwards to show that a pair of bankers racing to succeed Jamie Dimon are happy with the arrangement — but not everybody on Wall Street is buying it. Marianne Lake and Jennifer Piepszak — who last week were named co-heads of the mega-bank's consumer lending and community banking businesses, effectively.

JPMorgan bankers thrown into awkward race to succeed Jamie Dimon

It's time the nation's biggest banks like Citigroup and Goldman Sachs create a Quantum Task Force to promote quantum and post-quantum solutions to cyberattack not just for themselves but throughout the financial system.

Getting The Big Banks To Confront The Quantum Challenge

The highly-anticipated Senate hearing Wednesday showed that Democrats have worries about broad economic trends that go beyond the scope of what big banks CEOs really wanted to talk about.

Capitol Report: Wall Street CEOs struggle to respond as Senate Democrats voice frustrations about U.S. economic trends

JPMorgan netted nearly $29 billion in profit last year.

Sen. Warren Grills Billionaire JPMorgan CEO For Collecting $1.5 Billion In Overdraft Fees During Pandemic

Nordstrom

General Electric

SPDR S&P 500 ETF Trust

Mark Hillman (Trades, Portfolio)'s Hillman Capital Management sold shares of the following stocks during the first quarter of 2021, which ended on March 31.

Hillman Capital Exits Nordstrom, Goldman Sachs

WASHINGTON (Reuters) -U.S. bank profits rose 29.1% during the first quarter of 2021 from the previous quarter as banks adjusted expectations for future credit losses downward, a bank regulator said on Wednesday.

U.S. bank profits rose 29% as outlook for future credit losses adjusted downward

Wall Street bank chiefs touted the role their institutions have played in getting the pandemic-hit U.S. economy back on track and in promoting diversity and racial justice as they appeared before Congress on Wednesday.

Wall Street CEOs tout COVID assistance, diversity efforts before U.S. Senate

Wall Street CEOs to testify before Senate Banking Committee — live blog

The CEOs of some of America's largest banks will testify before the Senate Banking Committee on Wednesday, and the House Financial Services Committee Thursday, where they are expected to be challenged on a drop in lending over the past year, efforts to increase diversity and fight systemic racism and defend themselves against accusations of "woke capitalism,"

Capitol Report: Big Bank CEOs to be grilled by Congress on drop in loans, diversity and ‘woke capitalism'

Crown Castle International

Iron Mountain

Kimberly-Clark

PepsiCo

AT&T

Target

Dividend stocks are safe bets no matter the conditions of the market. Here are seven picks that should be part of anyone's portfolio.

7 of the Highest-Yielding Dividend Stocks for Your Portfolio

Apple

Accenture Plc

Amgen

Best Buy

HCA Healthcare

Lennar

Nucor

Omnicom Group

Excess free cash flow can often be used to generate long-term value for companies. Here are 10 FCF stocks that could be poised for growth.

10 Free Cash Flow Gushers for Dividends, Buybacks and More

J.P. Morgan Chase & Co. rose 0.6% in midday trading Monday, to outperform its peer group but underperform the broader stock market, after Standard & Poor's revised up its outlook on the banking giant's credit rating to "positive" from "stable." The credit rating agency also affirmed A- long-term rating for the holding company and the A+ long-term rating for the operating company.

J.P. Morgan Chase rating outlook bumped up to 'positive'

Big U.S. banks are prepared for credit-card balances to start ticking up again this year as pandemic restrictions ease and stimulus checks stop arriving, setting up the industry for a bump in one of its most profitable businesses. Lenders, including Capital One, Citigroup and JPMorgan, have been sending out more promotions to enroll new customers and encourage borrowers to spend, said Andrew Davidson of marketing-tracker Mintel Comperemedia.

Big banks look for post-pandemic rebound of credit card revenue

JPMorgan (JPM) announces the creation of a business unit, Morgan Health, to improve the quality and equity of employer-sponsored healthcare.

JPMorgan (JPM) Forms a Business Unit to Improve Healthcare

Jeremy Barnum is not the hard-charging, power-hungry type that people often associate with those in the top echelons of Wall Street.

JPMorgan's new CFO described as pensive Excel expert with a knack for mentoring

Alpha Bank, one of Greece's four largest lenders, said on Friday it had hired JPMorgan and Goldman Sachs as advisers on a plan to boost capital by about 800 million euros ($978.16 million) to fund its growth plan.

Alpha Bank hires JPMorgan, Goldman on plan to boost capital by 800 million euros

JPMorgan Chase & Co (NYSE: JPM) launched Morgan Health on Thursday, an initiative focusing on improving the quality, efficiency and equity of employer-sponsored health care. Morgan Health will be led by Dan Mendelson, who will report to Peter Scher, vice chairman of JPMorgan Chase and a member of the bank's operating committee.

JPMorgan Chase Launches Morgan Health: What Investors Need To Know

NEW YORK--(BUSINESS WIRE)--Jamie Dimon, Chairman and Chief Executive Officer of JPMorgan Chase & Co., will present at the Morgan Stanley US Financials Conference on Monday, June 14, 2021, at 11:00 a.m. (Eastern). The conference will be held virtually. A live audio webcast will be available on the day of the conference at www.jpmorganchase.com under Investor Relations, Events & Presentations. JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of

JPMorgan Chase to Present at the Morgan Stanley US Financials Conference

Following the collapse of its joint health venture with Amazon and Berkshire Hathaway earlier this year, JPMorgan Chase said Thursday (May 20) it would launch its own healthcare company. The new business unit, Morgan Health, aims to provide better medical care for the banking giant's 165,000 employees and their loved ones.

JPMorgan Chase Launches In-House Healthcare Company, Morgan Health

About two-thirds of U.S. banks are either already taking measures to limit the growth in their balance sheets or would take steps to cap them if they continue growing, a Federal Reserve survey of bank finance officers showed on Thursday.

News for JPMorgan Chase & Co Stock (JPM)