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JPM — Side-by-Side Financial Comparison | EDGAR Terminal

Research workspace / Peer comparison

Put performance in perspective.

Comparable periods. Industry-aware metrics. A clear path from every number to its SEC evidence.

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BasisAlignmentPeriod ends inFinancial lensBenchmark

Curated peer groups 12 starting points

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Groups are research starting points. Current SEC identity and data availability are checked on loading.

Metrics & research settings

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Reporting buckets use calendar end dates, not fiscal-year labels. The filing cutoff applies to each original input, including comparative revisions.

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JPM

Position 1

JPMORGAN CHASE & CO

Focus company

Use Focus & peers to see a benchmark that excludes this company, its exact sample, and sensitivity to each peer.

Issuers with periods0 / 0

Metric coverage0 / 0

Reporting-end spread—

Selected-issuer median ROE—

Common financialsAnnual flow values; balance-sheet values at period end.Mixed or unresolved industries: shared financial measures only.

01 / Financial comparison

The numbers, in context.

Choose a value to inspect its evidence. Differences are against the selected-issuer median.

USD · SEC XBRL

Metric / coverage	Peer medianIncludes selected issuers
Total assetsScale · 0/0 reported values · 0 eligibleAt least two comparable issuers are required.	—Comparison paused
EquityScale · 0/0 reported values · 0 eligibleAt least two comparable issuers are required.	—Comparison paused
Net incomeScale · 0/0 reported values · 0 eligibleAt least two comparable issuers are required.	—Comparison paused
Return on average equityProfitability · 0/0 reported values · 0 eligibleAt least two comparable issuers are required.	—Comparison paused
Return on average assetsProfitability · 0/0 reported values · 0 eligibleAt least two comparable issuers are required.	—Comparison paused
Equity / assetsCapital · 0/0 reported values · 0 eligibleAt least two comparable issuers are required.	—Comparison paused

Ranks show largest to smallest values, including ties. They do not identify the best company or imply a risk score. Benchmarks require two issuers, reporting ends within 45 days, and duration differences within 14 days.

Coverage, comparability, and methodology

Data is drawn from SEC company facts in USD. Unsupported custom tags, other reporting currencies, failed fetches, and missing periods remain visibly distinct from numeric zero. SEC data can be incomplete for foreign issuers. A company's fiscal year may differ from the calendar year shown in a reporting-end bucket.

Returns use average beginning and ending balances. Quarter income is annualized for ROE, ROA, and provision rates. Percent changes require a positive year-earlier base; ratio changes use percentage points or multiples. CAGR requires positive endpoints about three years apart. These are accounting comparisons, not valuation or investment rankings.

Bank income is net interest before provision plus noninterest income; both inputs are required. Loan ratios use reported net loans. Cash definitions can vary by issuer. Reported debt ratios require both current and noncurrent components and may omit debt categories outside the selected standard tags. Free cash flow is operating cash flow less reported PP&E purchases.

A common end bucket does not guarantee identical business models or reporting durations. The selected-issuer median includes compatible available values. The other-peer benchmark excludes the focus company and requires two other issuers. The Comparability desk shows source-level coverage. Statistics pause for date spreads greater than 45 days or duration differences greater than 14 days. Original source tags and dates remain reviewable.

“Latest” uses the most recently filed compatible observation, which may revise prior results. The filing cutoff limits observations to filings available by that date. SEC data is cached for up to five minutes; changing a saved setup can retrieve updated observations. Saved evidence retains its captured values until removed.