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What is JPM's Pretax Margin?

  JPMorgan Chase & Co ( JPM ) |
1990 - 2021 (32 years)

Pretax Margin is 
11.4B (1Y +32.6% )

JPM Stock Price & Pretax Margin

Pretax Margin for JPM competitors.
Note: Stonk = Stock. Both words are used interchangeably. 🙂

Historical (All-Time) Stats for Pretax Margin

chevron_right 2021 14.3B +234x
( +18.6% / year avg)
chevron_left 1990 60.7M
vertical_align_top Peak 14.3B +370x
vertical_align_bottom Bottom 38.5M
arrow_drop_up # Up Years 24 24 of 32
years up.
arrow_drop_down # Down Years 8
Up Years = Positive (0%+) YoY change
Down Years = Zero or Negative (0% or less) YoY change

Key Points (Stonk Price Comparison)

  • JPM's stock price has rallied +34,612% from $0.3 in 1990 , or +1.47x faster than it's pretax margin over the same period.
  • If JPM grows it's stock at the same rate as it's pretax margin (+18.6%/year) , it's stock price will grow +550% and hit $564.21 over the next 10 years.
  • JPM's stock price has gone up 19 of the 24 years (+79%) it's pretax margin were also up.
5-Year Change 🚀
+38.8%$129.1BNet Revenue (Sales)
+41.4%$52.5BSelling, General, and Administrative (SG&A)
+6.83%$3.0BSelling & Marketing Expenses (S&M)
-36.4%$5.5BInterest Expense/Income, Net
+60.6%$8.3BDepreciation & Amortization (D&A)
+68.2%2.19Operating Margin
+133%$70.8BPretax Income (Earnings)
+68.2%2.19Pretax Income (Earnings) Margin
+65.1%$13.6BProvision For Income Taxes
+159%$57.2BNet Income (Earnings)
+86.6%1.77Net Profit Margin
+231%18.04Earnings Per Share (EPS)
+233%18.0Earnings Per Share (EPS) Diluted
-16.3%$12.3BShares Outstanding
-16.7%$12.3BShares Outstanding (Diluted)
+87.9%$2.8TCash and Cash Equivalents
+28.4%$1.5TShort Term Investments
+61.8%$4.4TCash And Short-Term Investments
-45.2%$560.6BTotal Current Assets
+89.7%$107.7BPP&E
+4.09%$197.0BGoodwill
-19.0%$21.4BIntangible Assets
+1.26%$218.4BGoodwill and Intangible Assets
+1,267%$14.0TOther Assets
+52.2%$14.8TTotal Assets
+61.1%$1.1TAccounts Payables
+214%$219.9BShort-term Debt
-81.9%$1.4TTotal Current Liabilities
+41.1%$1.6TLong-term Debt
-3.9%$1.1TTotal Non-Current Liabilities
+56.8%$13.6TTotal Liabilities
0%$16.4BCommon Stock
+65.7%$992.6BRetained Earnings
+33.1%$4.2BAccumulated Other Comprehensive Income Loss
+12.2%$1.1TTotal Shareholders Equity
+52.2%$14.8TTotal Liabilities & Stockholders Equity
+51.0%$1.9TTotal Debt
+250%-$983.0BNet Debt
+10.2%$4.0BDeferred Income Tax
+4,257%-$12910.5BChange in Working Capital
+118%-$97.3BAccounts Receivables
-87.7%-$799.6BOther Working Capital
+105%-$175.5BNet Cash Provided by Operating Activities
-221.0%$95.2BPurchase of Investments
-98.1%-$2.6BNet Cash used for Investing Activities
-103.9%$2.6BDebt Repayment
+64.1%-$12.8BDividends Paid
-102.0%-$4.2BNet Cash Used Provided by Financing Activities
-8,153.7%$733.9BNet Change in Cash
+3,804%$2.8TCash at End of Period
+2,474%$2.1TCash at Beginning of Period
+105%-$175.5BOperating Cash Flow
+105%-$175.5BFree Cash Flow
  • JPM Historical Pretax Margin Table
    in million
    Year Pretax Margin YoY % Change Stock Price YoY % Change (Stock Price)
    4/1/2021 14,299 89.3% 102.47 6.3%
    4/1/2020 7,554 -13.6% 96.37 -5.2%
    4/1/2019 8,744 18.0% 101.66 1.8%
    4/1/2018 7,409 10.0% 99.82 33.1%
    4/1/2017 6,733 14.9% 74.99 30.0%
    4/1/2016 5,859 1.9% 57.71 2.0%
    4/1/2015 5,749 4.0% 56.57 21.6%
    4/1/2014 5,527 -10.1% 46.53 4.6%
    4/1/2013 6,150 24.4% 44.47 69.5%
    4/1/2012 4,944 -1.5% 26.24 -21.1%
    4/1/2011 5,019 26.9% 33.26 10.3%
    4/1/2010 3,954 72.8% 30.17 7.8%
    4/1/2009 2,287 16.2% 27.98 -11.3%
    4/1/2008 1,968 -53.5% 31.56 -14.3%
    4/1/2007 4,229 34.1% 36.82 25.2%
    4/1/2006 3,153 69.3% 29.41 23.7%
    4/1/2005 1,862 59.8% 23.78 0.6%
    4/1/2004 1,165 4.4% 23.64 16.3%
    4/1/2003 1,116 43.8% 20.32 -3.3%
    4/1/2002 776 83.4% 21.0 -24.2%
    4/1/2001 423 -70.4% 27.69 1.7%
    4/1/2000 1,431 5.2% 27.24 -10.9%
    4/1/1999 1,361 55.3% 30.57 31.9%
    4/1/1998 876 -4.4% 23.17 54.0%
    4/1/1997 917 15.3% 15.05 47.8%
    4/1/1996 795 76.3% 10.18 70.2%
    4/1/1995 451 37.5% 5.98 38.2%
    4/1/1994 328 -4.9% 4.33 11.6%
    4/1/1993 344 27.1% 3.88 20.5%
    4/1/1992 271 605.2% 3.22 95.7%
    4/1/1991 38 -36.6% 1.65 14.8%
    4/1/1990 60 - 1.43 -

  • About
    Industry: Banks Diversified
    Sector: Financial Services
    Country: US
    IPO Date: 3/5/1969
    Stonk Exchange: NYSE
    • JPMorgan Chase & Co
    • is a financial holding company.
    • The company is headquartered in New York City, New York and currently employs 257,444 full-time employees.
    • The firm is engaged in investment banking, financial services.
    • The company operates in four segments, as well as a Corporate segment.
    • Its segments are Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking and Asset Management.
    • The Consumer & Community Banking segment offers services to consumers and businesses through bank branches, automatic teller machines (ATMs), online, mobile and telephone banking.
    • The Corporate & Investment Bank segment, comprising Banking and Markets & Investor Services, offers investment banking, market-making, prime brokerage, and treasury and securities products and services to corporations, investors, financial institutions, and government and municipal entities.
    • The Commercial Banking segment provides financial solutions, including lending, treasury services, investment banking and asset management.
    • The Asset Management segment comprises investment and wealth management.
  • Pretax margin = (EBT (Earnings Before Taxes))/(Revenue)


    For more detailed definitions, please see Investopedia.
    Year Pretax Margin YoY % Change Stock Price YoY % Change (Stock Price) income tax expense net revenue net income
    4/1/2021 14299999999.89 89.3% 102.47 6.3% 13588.00 129064.00 57200.00
    4/1/2020 7554699999.94 -13.6% 96.37 -5.2% 6918.00 117632.00 27228.00
    4/1/2019 8744249999.93 18.0% 101.66 1.8% 7844.00 113405.00 34977.00
    4/1/2018 7409999999.90 10.0% 99.82 33.1% 10537.00 107073.00 29640.00
    4/1/2017 6733999999.91 14.9% 74.99 30.0% 9389.00 98847.00 26936.00
    4/1/2016 5859999999.90 1.9% 57.71 2.0% 9788.00 95177.00 23440.00
    4/1/2015 5749249999.92 4.0% 56.57 21.6% 7741.00 93170.00 23939.00
    4/1/2014 5527249999.91 -10.1% 46.53 4.6% 8920.00 94849.00 22109.00
    4/1/2013 6150999999.91 24.4% 44.47 69.5% 7027.00 97103.00 24604.00
    4/1/2012 4944749999.92 -1.5% 26.24 -21.1% 7595.00 95509.00 19779.00
    4/1/2011 5019749999.91 26.9% 33.26 10.3% 8935.00 101861.00 20079.00
    4/1/2010 3954249999.94 72.8% 30.17 7.8% 5906.00 99760.00 15817.00
    4/1/2009 2287999999.97 16.2% 27.98 -11.3% 3098.00 94496.00 9152.00
    4/1/2008 1968499999.99 -53.5% 31.56 -14.3% 944.00 67410.00 7874.00
    4/1/2007 4229999999.89 34.1% 36.82 25.2% 7557.00 70042.00 16920.00
    4/1/2006 3153999999.90 69.3% 29.41 23.7% 6225.00 59254.00 12616.00
    4/1/2005 1862749999.94 59.8% 23.78 0.6% 3252.00 53805.00 7451.00
    4/1/2004 1165999999.95 4.4% 23.64 16.3% 1832.00 38149.00 4664.00
    4/1/2003 1116999999.93 43.8% 20.32 -3.3% 2264.00 32683.00 4468.00
    4/1/2002 776833333.28 83.4% 21.0 -24.2% 1602.00 29492.00 3107.33
    4/1/2001 423499999.97 -70.4% 27.69 1.7% 847.00 29050.00 1694.00
    4/1/2000 1431749999.90 5.2% 27.24 -10.9% 3006.00 32934.00 5727.00
    4/1/1999 1361499999.87 55.3% 30.57 31.9% 2929.00 22217.00 5446.00
    4/1/1998 876799999.88 -4.4% 23.17 54.0% 2038.40 17570.40 3507.20
    4/1/1997 917499999.87 15.3% 15.05 47.8% 2200.00 16637.00 3670.00
    4/1/1996 795666666.53 76.3% 10.18 70.2% 1116.00 15885.33 3182.67
    4/1/1995 451249999.86 37.5% 5.98 38.2% 1160.00 8455.00 1805.00
    4/1/1994 328199999.89 -4.9% 4.33 11.6% 921.60 8378.40 1312.80
    4/1/1993 344999999.93 27.1% 3.88 20.5% 602.67 8610.67 1676.00
    4/1/1992 271499999.97 605.2% 3.22 95.7% 243.00 7624.00 1086.00
    4/1/1991 38499999.99 -36.6% 1.65 14.8% 136.00 6959.00 154.00
    4/1/1990 60687499.98 1.43 53.25 3506.60 291.20