JPMorgan Balance Sheet Analysis

JPM Stock

USD 181.25 1.17 0.65%

Most accounts from JPMorgan Chase's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into JPMorgan Chase current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out JPMorgan Chase Valuation and JPMorgan Chase Correlation analysis.

At this time, JPMorgan Chase's Cash And Short Term Investments are very stable compared to the past year. As of the 18th of April 2024, Liabilities And Stockholders Equity is likely to grow to about 4.1 T, while Short and Long Term Debt Total is likely to drop about 257.2 B.

Net Receivables Accounts Payable

	2021	2022	2023	2024 (projected)
Short and Long Term Debt Total	469.2B	466.7B	436.5B	257.2B
Total Assets	3.7T	3.7T	3.9T	4.1T

Short Long Term Debt Total Total Assets

JPMorgan Chase balance sheet Correlations

	Common Stock Shares Outstanding	Total Assets	Short Long Term Debt Total	Total Current Liabilities	Total Stockholder Equity	Property Plant And Equipment Net	Net Debt	Retained Earnings	Cash	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Cash And Short Term Investments	Net Receivables	Non Current Liabilities Total	Other Stockholder Equity	Total Liab	Property Plant And Equipment Gross	Total Current Assets	Short Term Debt	Other Current Liab	Common Stock	Common Stock Total Equity	Other Liab	Accounts Payable	Long Term Debt
Common Stock Shares Outstanding		0.4	0.86	0.16	0.51	0.18	0.31	0.11	0.19	0.11	-0.51	0.29	0.6	0.71	0.38	0.59	0.39	0.17	0.13	0.48	-0.74	0.9	0.87	0.47	-0.55	0.5
Total Assets	0.4		0.63	0.38	0.96	0.94	-0.55	0.93	0.87	0.4	-0.3	0.6	0.49	0.6	0.09	-0.46	1.0	0.94	0.49	0.34	-0.72	0.73	0.77	-0.52	-0.15	0.28
Short Long Term Debt Total	0.86	0.63		0.5	0.69	0.45	-0.02	0.41	0.48	0.47	-0.68	0.2	0.77	0.87	0.28	0.19	0.63	0.45	0.48	0.58	-0.9	0.94	0.91	0.11	-0.27	0.38
Total Current Liabilities	0.16	0.38	0.5		0.28	0.42	-0.26	0.3	0.41	0.98	-0.76	-0.5	0.73	0.66	-0.19	-0.25	0.39	0.42	0.97	0.54	-0.7	0.3	0.26	-0.35	0.51	-0.01
Total Stockholder Equity	0.51	0.96	0.69	0.28		0.87	-0.45	0.9	0.83	0.31	-0.26	0.65	0.47	0.56	0.13	-0.34	0.95	0.87	0.38	0.28	-0.71	0.81	0.84	-0.39	-0.32	0.18
Property Plant And Equipment Net	0.18	0.94	0.45	0.42	0.87		-0.58	0.94	0.8	0.45	-0.25	0.49	0.37	0.47	-0.05	-0.65	0.94	1.0	0.52	0.21	-0.61	0.56	0.61	-0.75	-0.01	0.17
Net Debt	0.31	-0.55	-0.02	-0.26	-0.45	-0.58		-0.65	-0.85	-0.3	-0.06	-0.23	-0.22	-0.03	0.21	0.7	-0.56	-0.59	-0.42	0.12	0.16	0.0	-0.05	0.67	-0.27	0.18
Retained Earnings	0.11	0.93	0.41	0.3	0.9	0.94	-0.65		0.84	0.34	-0.1	0.59	0.26	0.35	-0.01	-0.71	0.93	0.94	0.4	0.14	-0.5	0.51	0.57	-0.71	-0.05	0.02
Cash	0.19	0.87	0.48	0.41	0.83	0.8	-0.85	0.84		0.43	-0.22	0.43	0.52	0.44	-0.04	-0.51	0.88	0.8	0.55	0.2	-0.59	0.51	0.55	-0.53	0.01	0.06
Non Current Assets Total	0.11	0.4	0.47	0.98	0.31	0.45	-0.3	0.34	0.43		-0.77	-0.49	0.74	0.64	-0.22	-0.33	0.41	0.46	0.97	0.46	-0.68	0.28	0.24	-0.42	0.53	-0.08
Non Currrent Assets Other	-0.51	-0.3	-0.68	-0.76	-0.26	-0.25	-0.06	-0.1	-0.22	-0.77		0.36	-0.91	-0.86	-0.27	-0.13	-0.31	-0.25	-0.69	-0.43	0.81	-0.51	-0.43	0.03	-0.37	-0.12
Other Assets	0.29	0.6	0.2	-0.5	0.65	0.49	-0.23	0.59	0.43	-0.49	0.36		-0.18	0.03	0.33	-0.15	0.59	0.49	-0.4	-0.1	-0.1	0.46	0.53	-0.13	-0.59	0.31
Cash And Short Term Investments	0.6	0.49	0.77	0.73	0.47	0.37	-0.22	0.26	0.52	0.74	-0.91	-0.18		0.84	0.16	0.11	0.49	0.38	0.74	0.43	-0.88	0.64	0.58	-0.05	0.17	0.13
Net Receivables	0.71	0.6	0.87	0.66	0.56	0.47	-0.03	0.35	0.44	0.64	-0.86	0.03	0.84		0.39	0.11	0.6	0.47	0.62	0.59	-0.94	0.79	0.74	-0.02	0.11	0.36
Non Current Liabilities Total	0.38	0.09	0.28	-0.19	0.13	-0.05	0.21	-0.01	-0.04	-0.22	-0.27	0.33	0.16	0.39		0.3	0.09	-0.05	-0.32	-0.18	-0.27	0.3	0.27	0.25	0.06	0.09
Other Stockholder Equity	0.59	-0.46	0.19	-0.25	-0.34	-0.65	0.7	-0.71	-0.51	-0.33	-0.13	-0.15	0.11	0.11	0.3		-0.47	-0.65	-0.34	0.14	-0.04	0.19	0.13	0.94	-0.43	0.33
Total Liab	0.39	1.0	0.63	0.39	0.95	0.94	-0.56	0.93	0.88	0.41	-0.31	0.59	0.49	0.6	0.09	-0.47		0.94	0.5	0.34	-0.72	0.72	0.76	-0.53	-0.13	0.29
Property Plant And Equipment Gross	0.17	0.94	0.45	0.42	0.87	1.0	-0.59	0.94	0.8	0.46	-0.25	0.49	0.38	0.47	-0.05	-0.65	0.94		0.53	0.21	-0.61	0.56	0.6	-0.75	-0.01	0.17
Total Current Assets	0.13	0.49	0.48	0.97	0.38	0.52	-0.42	0.4	0.55	0.97	-0.69	-0.4	0.74	0.62	-0.32	-0.34	0.5	0.53		0.52	-0.69	0.32	0.29	-0.43	0.44	0.02
Short Term Debt	0.48	0.34	0.58	0.54	0.28	0.21	0.12	0.14	0.2	0.46	-0.43	-0.1	0.43	0.59	-0.18	0.14	0.34	0.21	0.52		-0.54	0.5	0.49	0.17	-0.1	0.45
Other Current Liab	-0.74	-0.72	-0.9	-0.7	-0.71	-0.61	0.16	-0.5	-0.59	-0.68	0.81	-0.1	-0.88	-0.94	-0.27	-0.04	-0.72	-0.61	-0.69	-0.54		-0.85	-0.82	0.12	0.0	-0.33
Common Stock	0.9	0.73	0.94	0.3	0.81	0.56	0.0	0.51	0.51	0.28	-0.51	0.46	0.64	0.79	0.3	0.19	0.72	0.56	0.32	0.5	-0.85		0.99	0.08	-0.48	0.46
Common Stock Total Equity	0.87	0.77	0.91	0.26	0.84	0.61	-0.05	0.57	0.55	0.24	-0.43	0.53	0.58	0.74	0.27	0.13	0.76	0.6	0.29	0.49	-0.82	0.99		0.03	-0.51	0.48
Other Liab	0.47	-0.52	0.11	-0.35	-0.39	-0.75	0.67	-0.71	-0.53	-0.42	0.03	-0.13	-0.05	-0.02	0.25	0.94	-0.53	-0.75	-0.43	0.17	0.12	0.08	0.03		-0.42	0.22
Accounts Payable	-0.55	-0.15	-0.27	0.51	-0.32	-0.01	-0.27	-0.05	0.01	0.53	-0.37	-0.59	0.17	0.11	0.06	-0.43	-0.13	-0.01	0.44	-0.1	0.0	-0.48	-0.51	-0.42		-0.35
Long Term Debt	0.5	0.28	0.38	-0.01	0.18	0.17	0.18	0.02	0.06	-0.08	-0.12	0.31	0.13	0.36	0.09	0.33	0.29	0.17	0.02	0.45	-0.33	0.46	0.48	0.22	-0.35

Click cells to compare fundamentals

JPMorgan Chase Account Relationship Matchups

JPMorgan Chase balance sheet Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	2.7T	3.4T	3.7T	3.7T	3.9T	4.1T
Net Debt	144.4B	(101.2B)	(271.7B)	(100.5B)	(187.6B)	(178.2B)
Retained Earnings	223.2B	237.0B	272.3B	296.5B	332.9B	349.5B
Cash	263.6B	527.6B	740.8B	567.2B	624.2B	655.4B
Other Assets	1.1T	1.2T	1.4T	1.6T	3.5T	3.6T
Net Receivables	122.6B	170.1B	159.7B	196.1B	107.4B	80.3B
Total Liab	2.4T	3.1T	3.4T	3.4T	3.5T	3.7T
Total Current Assets	747.6B	1.1T	1.2T	969.2B	305.2B	314.6B
Short Term Debt	40.9B	45.2B	53.6B	44.0B	44.7B	33.9B
Other Current Liab	(251.3B)	(277.8B)	(316.3B)	(344.2B)	(162.0B)	(153.9B)
Accounts Payable	210.4B	232.6B	262.8B	300.1B	162.0B	190.2B
Long Term Debt	137.1B	187.8B	301.0B	190.6B	391.8B	232.0B
Good Will	47.8B	49.2B	50.3B	51.7B	52.6B	47.9B
Other Current Assets	1.1T	1.6T	1.7T	1.6T	1.7T	1.1T
Treasury Stock	(60.5B)	(83.0B)	(88.2B)	(105.4B)	(94.9B)	(90.1B)
Intangible Assets	5.5B	4.2B	6.4B	9.2B	11.7B	12.1B
Inventory	(1.1T)	(1.6T)	(1.7T)	(1.6T)	(1.9T)	(1.8T)
Net Tangible Assets	234.3B	249.3B	208.1B	264.9B	304.7B	203.4B
Long Term Debt Total	137.1B	187.8B	301.0B	190.6B	171.5B	217.0B
Capital Surpluse	88.5B	88.4B	88.4B	89.0B	80.1B	73.8B

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When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:

How To Invest In JPMorgan

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Is JPMorgan Stock a good investment?

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What is JPMorgan Chase's Net Worth?

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Check out JPMorgan Chase Valuation and JPMorgan Chase Correlation analysis.

You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.

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When running JPMorgan Chase's price analysis, check to measure JPMorgan Chase's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.

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Is JPMorgan Chase's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JPMorgan Chase. If investors know JPMorgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JPMorgan Chase listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.083

Dividend Share

4.25

Earnings Share

16.56

Revenue Per Share

51.302

Quarterly Revenue Growth

0.11

The market value of JPMorgan Chase is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Chase's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Chase's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Chase's market value can be influenced by many factors that don't directly affect JPMorgan Chase's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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JPMorgan Balance Sheet Analysis

JPMorgan Chase balance sheet Correlations

JPMorgan Chase Account Relationship Matchups

High Positive Relationship

High Negative Relationship

JPMorgan Chase balance sheet Accounts

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COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Total Liab	+ 1.0	Total Assets
Property Plant And Equipment Gross	+ 1.0	Property Plant And Equipment Net
Common Stock Total Equity	+ 0.99	Common Stock
Non Current Assets Total	+ 0.98	Total Current Liabilities
Total Current Assets	+ 0.97	Total Current Liabilities
Total Current Assets	+ 0.97	Non Current Assets Total

Other Current Liab	- 0.94	Net Receivables
Cash And Short Term Investments	- 0.91	Non Currrent Assets Other
Other Current Liab	- 0.9	Short Long Term Debt Total
Other Current Liab	- 0.88	Cash And Short Term Investments
Net Receivables	- 0.86	Non Currrent Assets Other
Common Stock	- 0.85	Other Current Liab