# JP Morgan Chase & Co. (JPM) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Banks. Price $358.64, market value $953.3 billion.

## Valuation
- **P/E (trailing): 15.4×** (5-yr avg 11.4×, 3-yr avg 12.5×). JP Morgan Chase & Co. trades at 15.4× trailing earnings, well above its own five-year average of 11.4×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 14.3×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 10.48**. A PEG of 10.48 means the P/E is high relative to expected earnings growth; the price already assumes a lot.
- **Price / sales: 5.2×**. Each dollar of revenue is priced at 5.2×.
- **Price / book: 2.7×**. The shares trade at 2.7× book value; book value is a meaningful part of the valuation.
- **Earnings yield: 6.5%**. The inverse of the P/E: 6.5% of the price is earned each year.

## Profitability
- **Net margin: 31.3%**. 31.3% of each dollar of sales reaches the bottom line.
- **Return on equity: 15.7%**. 15.7% on shareholders' equity is solid.
- **Return on assets: 1.3%**. Each dollar of assets produces 1.3% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 2.8%** (3-yr 12.3%/yr, 5-yr 8.7%/yr). Revenue grew 2.8% over the last year, against 8.7% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 1.4%** (3-yr 18.3%/yr, 5-yr 17.7%/yr). Earnings per share rose 1.4%, roughly in step with revenue.

## Financial health
- **Piotroski F-score: 3/9**. 3 of 9 checks pass: weak or deteriorating financials.

## Dividends
- **Dividend yield: 1.67%** ($6.00 per share, trailing). JP Morgan Chase & Co. yields 1.67%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 29%**. 29% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 15**. 15 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 9.0%/yr** (1-yr 20.7%). The dividend has grown 9.0% a year over five years.

## Price and momentum
- **Total return (1 yr): 20.3%** (YTD 12.9%, 3-mo 15.3%). The shares are up 20.3% over twelve months including dividends.
- **From 52-week high: -2.1%** (28.5% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 55**. An RSI of 55 is neutral.
- **Beta (1 yr): 0.79** (volatility 22%). Beta of 0.79 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=JPM · Page: https://foliofundamentals.com/stocks/jpm

Not investment advice.