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15.45%Return on Equity
VS
Market
Sector
Industry
History
$ 300.89Close
$ 210.28 - $ 316.06 52-Week Range
Ticker Information
Ticker
JPMCompany Name
JPMORGAN CHASE & COSector
Financial ServicesIndustry
Banks - DiversifiedExchange
NYSEJPMORGAN CHASE & CO - Return on Equity Chart Analysis (TTM)
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JPM - ROE Historical data
| Date | Shareholders Equity | Net Income Common Stock | Return on Equity |
|---|---|---|---|
| 6/30/2025 | $ 356.92B | $ 55.15B | 15.45% |
| 3/31/2025 | $ 351.42B | $ 58.24B | 16.57% |
| 12/31/2024 | $ 344.76B | $ 56.87B | 16.5% |
| 9/30/2024 | $ 345.84B | $ 52.07B | 15.06% |
| 6/30/2024 | $ 340.55B | $ 52.22B | 15.33% |
| 3/31/2024 | $ 336.64B | $ 48.51B | 14.41% |
| 12/31/2023 | $ 327.88B | $ 47.76B | 14.57% |
| 9/30/2023 | $ 317.37B | $ 49.49B | 15.59% |
| 6/30/2023 | $ 312.52B | $ 46.06B | 14.74% |
| 3/31/2023 | $ 303.08B | $ 40.24B | 13.28% |
Key Performance Insights, Last 5 Years
- JPMORGAN CHASE & CO's latest trailing twelve months (TTM) ROE stands at 8.78%.
- Over the past 5 years, JPMORGAN CHASE & CO's average ROE has been 14.21%.
- The median ROE for JPMORGAN CHASE & CO during this period was 14.65%
- JPMORGAN CHASE & CO reached its highest ROE over the past 5 years at 16.64%.
- The lowest ROE recorded by JPMORGAN CHASE & CO in the same timeframe 8.78%
JPMORGAN CHASE & CO's ROE vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROE Benchmarks
Similar metrics to ROE:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Assets - [Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.
- Shareholders Equity - [Balance Sheet] A principal component of the balance sheet; in addition to [Liabilities] and [Assets]; that represents the total of all stockholders' equity (deficit) after all liabilities have been deducted.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
Definition of Return on Equity
[Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].Net Inc. Cmn. / Equity
(=) ROE ROE for JPMORGAN CHASE & CO is calculated as follows: Net Inc. Cmn. [ $ 23.8B ] / Equity [ $ 271.11B ]
(=) ROE [ 8.78% ] JPM - Return on Equity, Last 5 years
8.78%
Minimum
Sep 30, 2020
16.64%
Maximum
Sep 30, 2021
14.21%
Average
14.65%
Median
ROE Benchmark AnalysisMarket
The chart above depicts the distribution of ROE for companies in the Total Stock Market. The average ROE of the companies is 1.63% with a standard deviation of 22.52%.
The following table provides additional summary stats:
ROE in the Market:
| filtered constituents | 3.13K |
|---|---|
| min | -66.24% |
| max | 73.25% |
| average | 1.63% |
| median | 6.52% |
| std | 22.52% |