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JPM Jpmorgan Chase & Co

NYSE, CIK 0000019617, fiscal year ends 12/31. Last price 331.58 on 2026-10-23, market value 881.4 billion dollars.

Machine-readable: JPM.json, JPM.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

PhilosophyScoreStatusCurrent inputs as ofHistory usedPriceVerificationRules
Graham Defensive n/a not scored (financial) — — — — method
Magic Formula n/a not scored — — — — method
Momentum 71 ok 2026-10-23 — 2026-10-23 — method
Insider 0 no open-market transactions in window 2026-10-23 — — — method
Buffett Quality n/a not scored (financial) — — — — method
Lynch GARP n/a not scored (financial) — — — — method
Graham Enterprising n/a not scored (financial) — — — — method
Piotroski F-Score n/a not scored (financial) — — — — method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

InputValueUnitPeriod / dateSource
Traded price331.58USD per traded unit (share or ADS)2026-10-23Yahoo Finance
SEC shares outstanding2,658,186,195underlying shares2026-06-30SEC cover page 10-Q 0001628280-26-054343 (2,658,186,195 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/19617/000162828026054343/jpm-20260630.htm 0001628280-26-054343
Depositary ratio1.0underlying shares per traded unit domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares881,401,378,538USD2026-10-23
shares at 2026-06-30
331.58 (price 2026-10-23) / 1 x 2,658,186,195 (shares at 2026-06-30) = 881,401,378,538

Graham Defensive

not scored (financial). How this is scored.

not scored (financial).

Magic Formula

not scored. How this is scored.

not scored.

Momentum

71 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
12-1 month return16.2 % (percentile 62.5)31.2 / 50
6 month return7.4 % (percentile 59.3)11.9 / 20
Price / 52-week high0.91313.7 / 15
Volatility penalty (60d annualised)15.5 %14.6 / 15
Inputs, 1 numbers with their sources
InputValuePeriodSourceCheck
Adjusted close series (14 months)331.582026-10-23Yahoo Finance / Alpaca Market Data daily historynot cross-checked

Insider

0 of 100. no open-market transactions in window. How this is scored. Form 4 data loaded through 2026-10-23

Test or factorValueThresholdPoints
Open-market buy value / market cap (percentile among buyers)0.0 bp0.0 / 35
Distinct buyers00.0 / 25
Buyer seniority0.00.0 / 20
Recency (half-life 30d)0.00.0 / 10
Sales penalty (excludes 10b5-1 plan sales)0.0 bp-0.0 / 0
Inputs, 2 numbers with their sources
InputValuePeriodSourceCheck
excluded 2026-09-10 S10b5-1 planrulenot cross-checked
excluded 2026-08-11 S10b5-1 planrulenot cross-checked

Buffett Quality

not scored (financial). How this is scored.

not scored (financial).

Lynch GARP

not scored (financial). How this is scored.

not scored (financial).

Graham Enterprising

not scored (financial). How this is scored.

not scored (financial).

Piotroski F-Score

not scored (financial). How this is scored.

not scored (financial).

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FYEndedRevenue, $MNet income, $MEPS dilutedDividendFiling
20132013-12-3197,36717,8864.34paid0000019617-16-000902
20142014-12-3195,11221,7455.29paid0000019617-17-000314
20152015-12-3193,54324,4426.0paid0000019617-18-000057
20162016-12-3196,56924,7336.19paid0000019617-19-000054
20172017-12-31100,70524,4416.31paid0000019617-20-000257
20182018-12-31108,78332,4749.0paid0000019617-21-000236
20192019-12-31115,72036,43110.72paid0000019617-22-000272
20202020-12-31119,95129,1318.88paid0000019617-23-000231
20212021-12-31121,64948,33415.36paid0000019617-24-000225
20222022-12-31128,69537,67612.09paid0000019617-25-000270
20232023-12-31158,10449,55216.23paid0001628280-26-008131
20242024-12-31177,55658,47119.75paid0001628280-26-008131
20252025-12-31182,44757,04820.02paid0001628280-26-008131

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

DateInsiderRoleTypeSharesPriceValue
2026-09-10Leopold Robinofficersale plan2,500352.81882,025
2026-08-11Leopold Robinofficersale plan2,500361.41903,525
2026-06-22Friedman Staceyofficersale5,467330.731,808,101
2026-05-20Friedman Staceyofficersale5,468300.271,641,876
2026-05-15Beer Lori Aofficersale3,165300.05949,658
2026-05-15Petno Douglas BCEOsale5,659300.051,697,983
2026-05-15Lake MarianneCEOsale6,427298.361,917,560
2026-05-15Erdoes Mary E.CEOsale6,648298.361,983,497
2026-05-05Piepszak JenniferCOOsale4,919309.421,522,037
2026-05-05Bacon Ashleyofficersale4,070309.421,259,339
2026-05-05Barnum JeremyCFOsale3,022309.41935,037
2026-04-15Dimon JamesCEOsale130,488306.5640,002,401
2026-04-15Bacon Ashleyofficersale7,558306.552,316,905
2026-04-15Barnum JeremyCFOsale5,611306.551,720,052
2026-04-15Beer Lori Aofficersale3,166306.59970,664
2026-04-15Erdoes Mary E.CEOsale12,345306.573,784,607
2026-04-15Lake MarianneCEOsale6,427306.571,970,325
2026-04-15Petno Douglas BCEOsale5,660306.581,735,243
2026-04-15Piepszak JenniferCOOsale9,136306.562,800,732