Jpmorgan Chase (JPM) Investment Advisory (2009 - 2018)

Jpmorgan Chase (JPM) posted quarterly Investment Advisory of $2.7 billion for Q2 2018, up 4.7% year-over-year from $2.6 billion in Q2 2017, and down 0.85% on a QoQ basis from $2.7 billion in Q1 2018.

Jpmorgan Chase (JPM) Investment Advisory (2009 - 2018) Analysis & Trends

Jpmorgan Chase (JPM) has reported Investment Advisory for 10 consecutive years, with $2.7 billion the latest figure, recorded in 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 came in at $2.7 billion for Q2 2018 at Jpmorgan Chase, down from $2.7 billion in the prior quarter.
  • The five-year high for Investment Advisory was $2.7 billion in Q1 2018, with the low at $2.1 billion in Q1 2014.
  • Average Investment Advisory over 5 years is $2.4 billion, with a median of $2.4 billion recorded in 2015.
  • Across the five-year window, Investment Advisory grew 17.79% in 2014 and fell 8.53% in 2016, its largest moves.
  • Year by year, Investment Advisory stood at $2.5 billion in 2014, then retreated by 4.64% to $2.4 billion in 2015, then fell by 2.6% to $2.3 billion in 2016, then increased by 10.63% to $2.6 billion in 2017, then rose by 3.89% to $2.7 billion in 2018.
  • According to Business Quant data, Investment Advisory over the past three periods registered $2.7 billion, $2.7 billion, and $2.6 billion for Q2 2018, Q1 2018, and Q4 2017 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Advisory (Qtr)
1 Hsbc Holdings 1,641.64 Bn 1,642.09 Bn - -
2 Bank Of America 423.61 Bn -183.09 Bn 29.24 Bn -
3 Wells Fargo & Company 264.70 Bn 189.62 Bn - -
4 Citigroup 256.70 Bn -1,928.30 Bn 19.85 Bn -
5 UBS Group AG 156.73 Bn 156.73 Bn - -
6 Bank of New York Mellon 100.92 Bn 44.00 Bn - -
7 Jpmorgan Chase 93.06 Bn 120.14 Bn - -
8 Sumitomo Mitsui Financial 92.45 Bn 93.39 Bn - -
9 Bank of N.T. Butterfield & Son 2.40 Bn -454.67 Mn 152.73 Mn -
10 Jpmorgan Chase - - - -

Historic Data

Download Data
DateValue
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