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| 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 |