KPIs & Operating Metrics(New)
Active Customers CountAlloawance For Loan Losses By Segment Ending BalanceAlloawance For Loan Losses By Segment Ending Balance AnnualAllowance For Credit LossAllowance For Credit Loss AnnualAllowance For Credit Loss To Total Loans %Allowance For Credit Loss To Total Loans Annual %Allowance For Loan LossesAllowance For Loan Losses AnnualAllowance For Loan Losses To Total Loans %Allowance For Loan Losses To Total Loans Annual %Alowance For Credit Losses To Allowance For Loan Losses %Assets Under Management TotalAuc By RegionAverage Assets By SegmentAverage BalanceAverage Balance AnnualAverage Equity By SegmentAverage Equity By Segment AnnualAverage Loans By Client Segment Commercial BankingBreakdown Of AssetsCapital Adequacy Ratio %Capital Adequacy Ratio Annual %Cet 1 CapitalCet 1 Capital AnnualCet 1 Capital Ratio Advanced %Cet 1 Capital Ratio Advanced Annual %Cet 1 Capital Ratio Standardized %Cet 1 Capital Ratio Standardized Annual %Client Assets TotalConsumer & Business Banking DataConsumer & Business Banking Data %Debit And Credit Card Sales VolumeDepositsDeposits AnnualDeposits By SegmentEmployee StatisticsExpenses Breakdown Non Interest ExpensesInterest Income BreakdownInterest Income Breakdown AnnualLeverage Ratio %Leverage Ratio Annual %Loan By Type AnnualLoansLoans AnnualLoans Breakdown By CategoryLoans To Deposit Ratio %Loans To Deposit Ratio Annual %Net Income By SegmentNet Income By Segment AnnualNet Margin By Segment %Net Margin By Segment Annual %Net Yield On Interest Earning Assets %Net Yield On Interest Earnings Assets Annual %Non Accrual LoansNon Accrual Loans AnnualNon Accrual Loans To Total Loans %Non Accrual Loans To Total Loans Annual %Non Interest Expenses As % Of RevenueNo. Of Employees By Segment (Headcount)Number Of BranchesReturn On Average Assets %Return On Average Assets Annual %Return On Average Equity %Return On Common Equity Annual %Revenue Breakdown Non Interest IncomeRevenue By Business VerticalRevenue By Business Vertical %Revenue By Business Vertical AnnualRevenue By Business Vertical Annual %Revenue By Product Commercial BankingRevenue By RegionRevenue By Region %Revenue By Region AnnualRevenue By Region Annual %Revenue By SegmentRevenue By Segment %Revenue By Segment AnnualRevenue By Segment Annual %Revenue Per Employee By SegmentRisk Weighted AssetsRisk Weighted Assets AnnualRoe By Segment %Supplementary Leverage Ratio %Supplementary Leverage Ratio Annual %Tier 1 CapitalTier 1 Capital AnnualTier 1 Capital Ratio Advanced %Tier 1 Capital Ratio Advanced Annual %Tier 1 Capital Ratio Standardized %Tier 1 Capital Ratio Standardized Annual %Total Assets By Segment AnnualTotal AucTotal Interest IncomeTotal Interest Income AnnualTotal LoansTotal Mortgage Origination VolumeWealth Management Client Advisors Count Financial Advisors
Balance Sheet
Accounts PayablesAssetsCash & Current InvestmentsCash Due from BankCommon EquityFed Funds SoldGoodwillGoodwill & IntangiblesIntangiblesInterest DepositsLiabilities and Shareholders EquityLoans - GrossLoans - Loss AllowanceLoans - NetMinority InterestNon-Current DebtNotes PayablesOther Non-Current AssetsOther Non-Current LiabilitiesPayablesPreferred SharesProperty, Plant & Equipment (Net)Receivables - AccuredRetained EarningsSecuritiesSecurities - Held-to-maturitySecurities - TradableSecurities BorrowedSecurities BoughtShareholder's EquityShort term DebtShort-term InvestmentsTotal DebtTotal LiabilitiesTotal Non-Current LiabilitiesTreasury Shares
Cash Flow Statement
AcquisitionsAmortizatization of IntangiblesCash from Financing ActivitiesCash from Investing ActivitiesCash from OperationsChange in Accured ExpensesChange in Acquisitions & DivestmentsChange in CashChange in Interest ReceivablesChange in Net LoansDeferred TaxesDepreciation & Amortization (CF)Depreciation and DepletionDividends Paid - CommonExchange Rate EffectFree Cash FlowGains from Investment SecuritiesLong-Term Debt RepaymentsNet Cash FlowNet IncomeOther financing activitiesShare-based CompensationShort-Term Debt issuances
Growth Metrics
EBIT Margin (QoQ)EBIT Margin Growth (1y)EBIT Margin Growth (3y)EBIT Margin Growth (5y)EBITDA Margin (QoQ)EBITDA Margin Growth (1y)EBITDA Margin Growth (3y)EBITDA Margin Growth (5y)EBT Margin (QoQ)EBT Margin Growth (1y)EBT Margin Growth (3y)EBT Margin Growth (5y)Enterprise Value (QoQ)Enterprise Value Growth (1y)Enterprise Value Growth (3y)Enterprise Value Growth (5y)FCF Margin (QoQ)FCF Margin Growth (1y)FCF Margin Growth (3y)FCF Margin Growth (5y)FCF Payout Ratio (QoQ)FCF Payout Ratio Growth (1y)FCF Payout Ratio Growth (3y)FCF Payout Ratio Growth (5y)Interest Coverage Ratio (QoQ)Interest Coverage Ratio Growth (1y)Interest Coverage Ratio Growth (3y)Interest Coverage Ratio Growth (5y)Net Margin (QoQ)Net Margin Growth (1y)Net Margin Growth (3y)Net Margin Growth (5y)Operating Margin (QoQ)Operating Margin Growth (1y)Return on Assets (QoQ)Return on Assets Growth (1y)Return on Assets Growth (3y)Return on Assets Growth (5y)Return on Equity (QoQ)Return on Equity Growth (1y)Return on Equity Growth (3y)Return on Equity Growth (5y)Return on Invested Capital (QoQ)Return on Invested Capital Growth (1y)Return on Invested Capital Growth (3y)Return on Invested Capital Growth (5y)Return on Sales (QoQ)Return on Sales Growth (1y)Return on Sales Growth (3y)Return on Sales Growth (5y)
Income Statement
Amortization - IntangiblesAsset ManagementCard IncomeConsolidated Net IncomeEBITEBITDAEBTEPS (Basic)EPS (Weighted Average and Diluted)Financial Services FeesIncome from Continuing OperationsIncome towards Parent CompanyInterest Expense - DebtInterest Expense - DepositsInterest Expense - Fed FundsInterest ExpensesInterest Income - Debt SecuritiesInterest Income - DepositsInterest Income - Fed FundsInterest Income - NetInterest Income - TotalInterest Income - Trading Account AssetsInterest income - InvestmentsInterest income - LoansInvestment AdvisoryInvestment Banking IncomeInvestment Gain (Loss)Mortgage BankingNet Income towards Common StockholdersNon-Interest IncomeOperating ExpensesOperating IncomeOther Non-Interest IncomeOther Operating ExpensesOther interest incomePreferred Dividend PaymentsPrincipal TransactionsProfit After TaxProvisionsResearch & DevelopmentRevenueService ChargesShares OutstandingShares Outstanding (Diluted Average)Shares Outstanding (Weighted Average)Tax ProvisionsTax RateTrading IncomeWages, Salaries and Other
Others
Ratios
Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioInterest Coverage RatioInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned
Jpmorgan Chase (JPM) Tax Rate (2016 - 2025)
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Jpmorgan Chase (JPM) has 17 years of Tax Rate data on record, last reported at 24.1% in Q4 2025.
- For Q4 2025, Tax Rate rose 470.0% year-over-year to 24.1%; the TTM value through Dec 2025 reached 21.42%, up 385.0%, while the annual FY2025 figure was 21.42%, 71.0% down from the prior year.
- Tax Rate reached 24.1% in Q4 2025 per JPM's latest filing, up from 23.21% in the prior quarter.
- Across five years, Tax Rate topped out at 24.1% in Q4 2025 and bottomed at 2.6% in Q1 2024.
- Average Tax Rate over 5 years is 19.12%, with a median of 19.4% recorded in 2024.
- Peak YoY movement for Tax Rate: plummeted -1835bps in 2024, then skyrocketed 1785bps in 2025.
- A 5-year view of Tax Rate shows it stood at 17.84% in 2021, then decreased by -6bps to 16.84% in 2022, then increased by 27bps to 21.41% in 2023, then dropped by -9bps to 19.4% in 2024, then increased by 24bps to 24.1% in 2025.
- Per Business Quant database, its latest 3 readings for Tax Rate were 24.1% in Q4 2025, 23.21% in Q3 2025, and 18.03% in Q2 2025.
Peer Comparison
Historic Data
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