Jpmorgan Chase (JPM-PL) Investment Advisory (2009 - 2018)
Jpmorgan Chase (JPM-PL) recorded quarterly Investment Advisory of $2.7 billion in Q2 2018, down 0.85% quarter-over-quarter from $2.7 billion in Q1 2018, and up 4.7% on a YoY basis from $2.6 billion in Q2 2017.
Jpmorgan Chase (JPM-PL) Investment Advisory (2009 - 2018) Analysis & Trends
Jpmorgan Chase's Investment Advisory history runs 10 years deep, the most recent figure standing at $2.7 billion for Q2 2018.
- In Q2 2018, Investment Advisory rose 4.7% year-over-year to $2.7 billion; the TTM figure through Jun 2018 stood at $10.3 billion (up 8.97% YoY), while the FY2017 annual figure was $9.5 billion, up 7.46% from the prior year.
- Investment Advisory was $2.7 billion for Q2 2018 at Jpmorgan Chase, down from $2.7 billion in the prior quarter.
- In the past five years, Investment Advisory ranged from a high of $2.7 billion in Q1 2018 to a low of $2.1 billion in Q1 2014.
- Historically, Investment Advisory has averaged $2.4 billion across 5 years, with a median of $2.4 billion in 2015.
- The sharpest annual moves came in 2014 and 2016: Investment Advisory gained 17.79% in 2014, then slipped 8.53% in 2016.
- A 5-year view of Investment Advisory shows it stood at $2.5 billion in 2014, then dropped by 4.64% to $2.4 billion in 2015, then slipped by 2.6% to $2.3 billion in 2016, then advanced by 10.63% to $2.6 billion in 2017, then climbed by 3.89% to $2.7 billion in 2018.
- The last three Investment Advisory figures came in at $2.7 billion (Q2 2018), $2.7 billion (Q1 2018), and $2.6 billion (Q4 2017), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Advisory (Qtr) |
|---|---|---|---|---|---|
| 1 | Canadian Imperial Bank Of Commerce | 1,329,940,501.22 Bn | 1,329,940,501.43 Bn | - | - |
| 2 | Hsbc Holdings | 37,228.00 Bn | 37,228.45 Bn | - | - |
| 3 | Royal Bank Of Canada | 2,913.28 Bn | 2,841.72 Bn | - | - |
| 4 | Toronto Dominion Bank | 959.65 Bn | 952.85 Bn | - | - |
| 5 | Bank Of Montreal | 416.15 Bn | 416.15 Bn | - | - |
| 6 | Bank Of America | 390.60 Bn | -216.10 Bn | 29.24 Bn | - |
| 7 | Barclays | 379.37 Bn | -269.24 Bn | - | - |
| 8 | Mitsubishi Ufj Financial | 271.88 Bn | -414.40 Bn | 3.81 Bn | - |
| 9 | Wells Fargo & Company | 252.38 Bn | 177.30 Bn | - | - |
| 10 | Jpmorgan Chase | - | - | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2018 | 2.67 Bn |
| Mar 31, 2018 | 2.69 Bn |
| Dec 31, 2017 | 2.57 Bn |
| Sep 30, 2017 | 2.41 Bn |
| Jun 30, 2017 | 2.55 Bn |
| Mar 31, 2017 | 2.42 Bn |
| Dec 31, 2016 | 2.32 Bn |
| Sep 30, 2016 | 2.20 Bn |
| Jun 30, 2016 | 2.21 Bn |
| Mar 31, 2016 | 2.13 Bn |
| Dec 31, 2015 | 2.39 Bn |
| Sep 30, 2015 | 2.33 Bn |
| Jun 30, 2015 | 2.42 Bn |
| Mar 31, 2015 | 2.27 Bn |
| Dec 31, 2014 | 2.50 Bn |
| Sep 30, 2014 | 2.31 Bn |
| Jun 30, 2014 | 2.26 Bn |
| Mar 31, 2014 | 2.10 Bn |
| Dec 31, 2013 | 2.31 Bn |
| Sep 30, 2013 | 1.96 Bn |