JPMCAUTIOUS

JPM Return on Equity (ROE) Analysis

17.8%

Higher than 66% of Financial Services sector peers

Updated 24h ago·SEC filings & market data

Key Takeaway

JPMorgan Chase’s Return on Equity (ROE) of 16.5% means that for every dollar of shareholders’ equity, the company generated $0.165 in profit over the past year — a measure of how efficiently it uses investor capital.

Sector Performance

66th percentile

JPM

17.8%

Sector Median

13.4%

Sector Avg

17.9%

Prior Period

16.5%(Jun 2026)

↑ Improving

📊

Deep Analysis

This figure sits above the Financial Services sector median of 13.9%, placing JPMorgan in the 61st percentile among its peers, indicating above-average profitability relative to competitors. The trend data is not available: the year-over-year change is N/A, the quarter-over-quarter change is N/A, and the direction over the last eight quarters is also N/A, so no trend can be assessed. The combination of a solid current ROE above the sector median with an unknown trend suggests that the company’s profitability is currently strong but lacks a directional signal for improvement or deterioration, introducing moderate uncertainty. This performance level supports the overall NEUTRAL verdict because the metric shows no clear momentum to justify an upgrade or downgrade, leaving the stock’s investment case balanced.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about JPM?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

How does JPM's Return on Equity (ROE) compare to its sector?

JPM's Return on Equity (ROE) of 17.8% compares to a Financial Services sector median of 13.4%, placing it in the 66th percentile.

Who are JPM's closest peers by Return on Equity (ROE)?

The closest Financial Services peers by Return on Equity (ROE) include: PFG (13.4%), HDB (13.8%), SPGI (13.9%), AFL (12.4%), AIZ (14.9%).

📚

Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.