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[JPM] JPMorgan Chase & Co. - Shareholder Equity / Assets
Data updated 2023-Oct-29 (Sunday)Note: Detailed Statistics for Shareholder Equity / Assets in Balance Sheet for JPMorgan Chase & Co. [NYSE:JPM] with frequency distribution chart that analyze trends & history . Total Shareholder Equity / Total Assets is expressed as a %. View Balance Sheet for broader context
Share
Quarterly Shareholder Equity / Assets values for JPMorgan Chase & Co. are rounded to enhance readability
| 2023-Sep | 2023-Jun | 2023-Mar | 2022-Dec | 2022-Sep | 2022-Jun | |
|---|---|---|---|---|---|---|
| Shareholder Equity / Assets | 8.1% | 8.1% | 8.1% | 8.0% | 7.6% | 7.5% |
| Sequential Quarter Growth | +0.7% | -0.1% | +1.5% | +4.5% | +2.4% | +3.0% |
| Quarter-on Quarter Growth | +6.7% | +8.5% | +11.9% | +1.4% | -1.2% | -4.1% |
Annual Shareholder Equity / Assets values for JPMorgan Chase & Co. are rounded to enhance readability
| 2022-Dec | 2022-Jan | 2021-Jan | 2020-Jan | 2019-Jan | 2018-Jan | |
|---|---|---|---|---|---|---|
| Shareholder Equity / Assets | 8.0% | 8.0% | 7.9% | 8.3% | 9.7% | 9.8% |
| Year-on-Year Growth | 0.0% | +1.4% | -4.7% | -15.1% | -0.6% | -4.1% |
| 2-yr CAGR | +0.7% | -1.7% | -10.1% | -8.2% | -2.4% | -3.6% |
| 3-yr CAGR | -1.1% | -6.4% | -7.0% | -6.8% | -2.6% | +2.7% |
| 4-yr CAGR | -4.8% | -5.0% | -6.3% | -5.9% | +1.9% | +2.9% |
| 5-yr CAGR | -4.0% | -4.8% | -5.7% | -1.8% | +2.1% | +2.5% |
Frequency distribution of quarterly Shareholder Equity / Assets values from 2015-Dec-31 grouped into buckets. Latest Shareholder Equity / Assets value is 8.14 as of 2023-Sep-30
Subsequent stock performance post earnings date till next announcement for JPMorgan Chase & Co. mapped with quarterly Shareholder Equity / Assets values reported at that time. Most recent value denoted with star
Select frequency and calculation type for Shareholder Equity / Assets above for vertical axis in scatter chart. Additionally choose type of performance for horizontal axis
Bayesian (Conditional Probability) analysis for JPMorgan Chase & Co. with subsequent post-earnings performance given Shareholder Equity / Assets values. Analysis uses quarterly data and subsequent absolute performance. Most recent quarter is denoted with a star and corresponding partial performance is excluded from calculations
| Underperform (absolute perf.) | Outperform (absolute perf.) | |
|---|---|---|
| Shareholder Equity / Assets - Low | 65% | 35% |
| Shareholder Equity / Assets - Medium | 52% | 48% |
| Shareholder Equity / Assets - High | 42% | 58% |
| Shareholder Equity / Assets (Sequential growth %) - Low | 42% | 58% |
| Shareholder Equity / Assets (Sequential growth %) - Medium | 52% | 48% |
| Shareholder Equity / Assets (Sequential growth %) - High | 62% | 38% |
| Shareholder Equity / Assets (QoQ growth %) - Low | 57% | 43% |
| Shareholder Equity / Assets (QoQ growth %) - Medium | 57% | 43% |
| Shareholder Equity / Assets (QoQ growth %) - High | 57% | 43% |
Related to JPMorgan Chase & Co.
Information for JPMorgan Chase & Co.
Current Detail : Recent daily/monthly performance & benchmark comparison
Historical Detail : Historical performance & related information using Time Machine
Financial Statements : Analyze Income Statement, Balance Sheet & Cashflow Statement and also compare with peers Currently Viewing
Bayesian Statement Classifier : Investigate historical financial statements to make probabalistic predictions using Artificial Intelligence
Anomaly Detection : Investigate unusual recent performance & technicals with historical context using AI
Historical Seasonality : Seasonal performance by calendar months
Dividend History : History of Dividend Yield
Technical History : Popular Technical indicator trends (RSI, MACD etc.)
Metric Deciles : Contextualizing recent performance & technical levels into historical decile buckets
Dollar Cost Averaging : Dollar Cost Average (DCA) over time in your portfolio
Moving Averages : Key Simple & Exponential Moving Averages
Historical Analogues : Insights from closest historical matches to recent performance using Artificial Intelligence
Chart Pattern Matching : Insights from similar historical charts to recent chart using Artificial Intelligence
News Stories : News stories on 2024-Nov-22 on Google
SEC Reports : Quarterly reports around 2024-Nov-22 on SEC Edgar
Compare JPMorgan Chase & Co. with other assets
Market Performance : Recent performance across covered assets
Historical Performance : Prior & Subsequent performance across assets on a historical date
Market Technicals : Technical indicator levels across covered assets
Market Seasonality : Seasonal performance by calendar months across covered assets
Pair Correlations : Performance Correlations with other assets
Beta : Volatility relative to the broad market
Performance Comparison : Visually compare/benchmark performance with other assets over time
Side-by-Side Comparison : Contrast with other assets over time in a side-by-side presentation
Sector : Financials sector performance which includes JPMorgan Chase & Co.
Industry : Banking industry performance which includes JPMorgan Chase & Co.