JPMORGAN CHASE & CO (JPM) Financial Ratio Screen
Track JPM screening changes
Get an email when this stock's published screening status or underlying ratios change.
MSCI new-inclusion financial-ratio snapshot
JPM financial screening at a glance
Calculation date: 2026-08-31. Financial period used: December 2025. The ratios are automated proxies inspired by published methodologies; they are not official index determinations.
Independent method comparison
What the available screens say
How MSCI, FTSE and S&P-style screens differThe request button opens your email application with a pre-filled message. HalalStockGuide receives no address or request unless you choose to send it.
Business activity evidence
Business exclusion flag
The supplied classification (Banks - Diversified) matches a prohibited-activity category.
Revenue segments: SEC filing extraction found 9 dimensioned facts; 9 have passed extraction review. No activity conclusion is made. Open the SEC annual filing.
Reviewed counting basis: 3 non-overlapping leaves cover 97.87% of the filing revenue total — calculation blocked. 0 included activities remain ambiguous. This is an assisted evidence review, not external Shariah approval.
View SEC-extracted business segments
- Commercial And Investment Bank — 43.0% of filing total · extraction accepted · activity: prohibited · hierarchy: leaf · counting: included · signal: conventional_finance
- Consumer Community Banking — 41.7% of filing total · extraction accepted · activity: prohibited · hierarchy: leaf · counting: included · signal: conventional_finance
- Assetand Wealth Management Segment — 13.2% of filing total · extraction accepted · activity: prohibited · hierarchy: leaf · counting: included
- Consumer Community Banking — 0.9% of filing total · extraction accepted · activity: prohibited · hierarchy: not_applicable · counting: excluded_overlap · signal: conventional_finance
- Consumer Community Banking — 0.4% of filing total · extraction accepted · activity: prohibited · hierarchy: not_applicable · counting: excluded_overlap · signal: conventional_finance
- Consumer Community Banking — 0.3% of filing total · extraction accepted · activity: prohibited · hierarchy: not_applicable · counting: excluded_overlap · signal: conventional_finance
- Consumer Community Banking — 0.3% of filing total · extraction accepted · activity: prohibited · hierarchy: not_applicable · counting: excluded_overlap · signal: conventional_finance
- Consumer Community Banking — 0.1% of filing total · extraction accepted · activity: prohibited · hierarchy: not_applicable · counting: excluded_overlap · signal: conventional_finance
- Consumer Community Banking — 0.0% of filing total · extraction accepted · activity: prohibited · hierarchy: not_applicable · counting: excluded_overlap · signal: conventional_finance
Profile description reviewed: JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Sources to verify: Secondary company profile and classification · Issuer website · SEC issuer filings
A sector label or company description can flag a risk but cannot establish a compliant-revenue percentage. Only sourced segment disclosures may support that calculation.
Published-ratio reproductions (not certifications)
The table shows implemented MSCI and FTSE/Yasaar-style asset-based models plus a provisional S&P-style leverage reconstruction where a complete 36-month denominator exists. These are independent calculations, not official index results or Shariah determinations. See formulas, sources and limitations.
Based on financial data from December 2025
| Standard | Debt Ratio | Cash Ratio | Receivables | Income | Status |
|---|---|---|---|---|---|
| MSCI | Excluded — Banks - Diversified | BUSINESS EXCLUSION FLAG* | |||
| FTSE | Excluded — Banks - Diversified | BUSINESS EXCLUSION FLAG* | |||
Financial Highlights
Profitability
| Gross Margin | 0.0% | |
| Operating Margin | 50.4% | |
| Net Margin | 34.9% | |
| Return on Equity (ROE) | 17.8% | |
| Return on Assets (ROA) | 1.4% |
Cash Flow & Balance Sheet
| Operating Cash Flow | -$147.8B |
| Free Cash Flow | -$147.8B |
| Total Debt | $500.0B |
| Total Assets | $4.4T |
Price & Trading
| Last Close | $351.55 |
| 50-Day MA | $343.94 |
| 200-Day MA | $316.07 |
| Avg Volume | 8.8M |
| Beta | 1.0 |
|
52-Week Range
$279.10
| |
Financial data provenance and verification
The displayed fields were imported from yfinance on 2026-08-24 for the financial period December 2025. This is a secondary data feed and can differ from amended or newly filed statements.
- Issuer website — use its investor-relations filings to verify the figures.
- SEC EDGAR filing search — primary filing source for US issuers.
- Field mapping, formulas and limitations.
Verification rule: check debt, cash, receivables, revenue and interest income against the latest primary filing before relying on an automated ratio.
About JPMORGAN CHASE & CO (JPM)
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Popular halal stock checks
Explore other frequently viewed automated stock screens and compare the available financial ratios.
Frequently Asked Questions
Is JPMORGAN CHASE & CO (JPM) halal to invest in?
The current automated result is Financial criteria not met or an activity exclusion was detected. It uses available public financial fields and simplified methodology proxies. It is not a fatwa or an official determination by AAOIFI, DJIM, MSCI, S&P, or FTSE.
What is JPMORGAN CHASE & CO's debt ratio?
JPMORGAN CHASE & CO's debt ratio is not available in the MSCI new-inclusion reproduction: total debt divided by total assets, against a 30% threshold. See the methodology page for the official source and limitations.
What are JPMORGAN CHASE & CO's key financial metrics?
JPMORGAN CHASE & CO has a market capitalization of USD 934565M in its listing currency, trailing P/E ratio of 15.1, and revenue of $181.8B. Return on equity stands at 17.8%.
How often is the screening data updated?
Calculation date: 2026-08-31. Financial period: December 2025. These dates are shown separately because regenerating this page does not refresh the underlying data.
Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.