JPMORGAN CHASE & CO (JPM) Spending and interest coverage
- R&D / revenue · 12 months: Value (m); Formula and calculation Research and development expense / revenue. Period ending 2026-06-30..
- Stock-based compensation / revenue · 12 months: Value (m); Formula and calculation Share-based compensation / revenue. Period ending 2026-06-30..
- Interest coverage · 12 months: Value (m); Formula and calculation Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified..
Spending and interest coverage
Overview →Financial period ending 2026-06-30; current quote (m). Amounts retain their stated periods and units.
| Metric | Value | Formula and calculation |
|---|---|---|
| R&D / revenue · 12 months | (m) | Research and development expense / revenue. Period ending 2026-06-30. Calculation unavailable: missing inputs remain (m). |
| Stock-based compensation / revenue · 12 months | (m) | Share-based compensation / revenue. Period ending 2026-06-30. Calculation unavailable: missing inputs remain (m). |
| Interest coverage · 12 months | (m) | Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified. Calculation unavailable: missing inputs remain (m). |
Calculation inputs
| Input | Amount with unit | Raw financial data |
|---|---|---|
| Research and development spending | (m) | |
| Revenue | (m) | |
| Stock-based compensation | 3.94B USD | Share-based Payment Arrangement, Noncash Expense |
| Operating income | (m) | |
| Interest expense · reported / estimated | (m) | Interest Expense · Estimated expense assumptions |
Latest interest expense basis: (m). Estimated values carry *; expand each history row’s basis for its dated balances and rate assumptions.
Calculated history
Changes compare with the next older row (previous quarter), unless explicitly labeled otherwise. Rolling 12-month growth compares two successive quarter-end rolling totals; it is not year-over-year growth.
| Period ending | Research and development spending (USD) | Revenue (USD) | Stock-based compensation (USD) | Operating income (USD) | Interest expense · reported / estimated (USD) | R&D / revenue | SBC / revenue | Interest coverage | Interest expense basis |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | (m) | (m) | $3.94B | (m) | (m) | (m) | (m) | (m) | (m) |
| 2026-03-31 | (m) | (m) | $3.73B | (m) | (m) | (m) | (m) | (m) | (m) |
| 2025-12-31 | (m) | $182.45B | $3.61B | (m) | (m) | (m) | 1.98% | (m) | (m) |
| 2025-09-30 | (m) | (m) | $3.69B | (m) | (m) | (m) | (m) | (m) | (m) |
| 2025-06-30 | (m) | (m) | $3.63B | (m) | (m) | (m) | (m) | (m) | (m) |
| 2025-03-31 | (m) | (m) | $3.62B | (m) | (m) | (m) | (m) | (m) | (m) |
| 2024-12-31 | (m) | $177.56B | $3.50B | (m) | (m) | (m) | 1.97% | (m) | (m) |
| 2024-09-30 | (m) | (m) | $3.36B | (m) | (m) | (m) | (m) | (m) | (m) |
| 2024-06-30 | (m) | (m) | $3.29B | (m) | (m) | (m) | (m) | (m) | (m) |
| 2024-03-31 | (m) | (m) | $3.19B | (m) | $89.38B | (m) | (m) | (m) | Reported |
| 2023-12-31 | (m) | $158.10B | $3.12B | (m) | $81.32B | (m) | 1.97% | (m) | Reported |
| 2023-09-30 | (m) | (m) | $2.97B | (m) | $70.85B | (m) | (m) | (m) | Reported |
| 2023-06-30 | (m) | (m) | $2.87B | (m) | $57.11B | (m) | (m) | (m) | Reported |
| 2023-03-31 | (m) | (m) | $2.86B | (m) | $40.77B | (m) | (m) | (m) | Reported |
| 2022-12-31 | (m) | $128.69B | $2.79B | (m) | $26.10B | (m) | 2.17% | (m) | Reported |
| 2022-09-30 | (m) | (m) | $2.97B | (m) | $14.65B | (m) | (m) | (m) | Reported |
| 2022-06-30 | (m) | (m) | $2.91B | (m) | $7.96B | (m) | (m) | (m) | Reported |
| 2022-03-31 | (m) | (m) | $2.83B | (m) | $5.79B | (m) | (m) | (m) | Reported |
| 2021-12-31 | (m) | $121.65B | $2.93B | (m) | $5.55B | (m) | 2.41% | (m) | Reported |
| 2021-09-30 | (m) | (m) | $2.75B | (m) | $5.43B | (m) | (m) | (m) | Reported |
| 2021-06-30 | (m) | (m) | $2.65B | (m) | $5.71B | (m) | (m) | (m) | Reported |
| 2021-03-31 | (m) | (m) | $2.71B | (m) | $6.62B | (m) | (m) | (m) | Reported |
| 2020-12-31 | (m) | $119.54B | $2.45B | (m) | $9.96B | (m) | 2.05% | (m) | Reported |
| 2020-09-30 | (m) | (m) | $2.44B | (m) | $14.43B | (m) | (m) | (m) | Reported |
| 2020-06-30 | (m) | (m) | $2.48B | (m) | $19.64B | (m) | (m) | (m) | Reported |
| 2020-03-31 | (m) | (m) | $2.25B | (m) | $24.58B | (m) | (m) | (m) | Reported |
| 2019-12-31 | (m) | $115.63B | $2.26B | (m) | $26.80B | (m) | 1.95% | (m) | Reported |
| 2019-09-30 | (m) | (m) | $2.30B | (m) | $28.62B | (m) | (m) | (m) | Reported |
| 2019-06-30 | (m) | (m) | $2.26B | (m) | $27.26B | (m) | (m) | (m) | Reported |
| 2019-03-31 | (m) | (m) | $2.27B | (m) | $25.44B | (m) | (m) | (m) | Reported |
| 2018-12-31 | (m) | $109.03B | $2.32B | (m) | $22.38B | (m) | 2.13% | (m) | Reported |
| 2018-09-30 | (m) | (m) | $2.26B | (m) | $19.66B | (m) | (m) | (m) | Reported |
| 2018-06-30 | (m) | (m) | $2.23B | (m) | $17.62B | (m) | (m) | (m) | Reported |
| 2018-03-31 | (m) | (m) | $2.17B | (m) | $15.68B | (m) | (m) | (m) | Reported |
| 2017-12-31 | (m) | $99.62B | $2.07B | (m) | $14.28B | (m) | 2.08% | (m) | Reported |
| 2017-09-30 | (m) | (m) | $2.00B | (m) | $13.02B | (m) | (m) | (m) | Reported |
| 2017-06-30 | (m) | (m) | $1.99B | (m) | $11.60B | (m) | (m) | (m) | Reported |
| 2017-03-31 | (m) | (m) | $2.02B | (m) | $10.62B | (m) | (m) | (m) | Reported |
| 2016-12-31 | (m) | $95.67B | $1.94B | (m) | $9.82B | (m) | 2.03% | (m) | Reported |
| 2016-09-30 | (m) | (m) | $2.01B | (m) | $9.04B | (m) | (m) | (m) | Reported |
| 2016-06-30 | (m) | (m) | $1.99B | (m) | $8.38B | (m) | (m) | (m) | Reported |
| 2016-03-31 | (m) | (m) | $1.94B | (m) | $7.75B | (m) | (m) | (m) | Reported |
| 2015-12-31 | (m) | $93.54B | $1.99B | (m) | $7.46B | (m) | 2.12% | (m) | Reported |
| 2015-09-30 | (m) | (m) | $2.05B | (m) | $7.42B | (m) | (m) | (m) | Reported |
| 2015-06-30 | (m) | (m) | $2.12B | (m) | $7.43B | (m) | (m) | (m) | Reported |
| 2015-03-31 | (m) | (m) | $2.14B | (m) | $7.66B | (m) | (m) | (m) | Reported |
| 2014-12-31 | (m) | $94.20B | $2.19B | (m) | $7.90B | (m) | 2.32% | (m) | Reported |
| 2014-09-30 | (m) | $94.85B | $2.17B | (m) | $8.59B | (m) | 2.28% | (m) | Reported |
| 2014-06-30 | (m) | $93.72B | $2.13B | (m) | $9.07B | (m) | 2.28% | (m) | Reported |
| 2014-03-31 | (m) | $94.48B | $2.20B | (m) | $9.37B | (m) | 2.32% | (m) | Reported |
| 2013-12-31 | (m) | $96.61B | $2.22B | (m) | $9.68B | (m) | 2.30% | (m) | Reported |
| 2013-09-30 | (m) | $97.10B | $2.26B | (m) | $9.83B | (m) | 2.32% | (m) | Reported |
| 2013-06-30 | (m) | $99.13B | $2.33B | (m) | $10.10B | (m) | 2.35% | (m) | Reported |
| 2013-03-31 | (m) | $96.10B | $2.35B | (m) | $10.61B | (m) | 2.45% | (m) | Reported |
| 2012-12-31 | (m) | $97.03B | $2.54B | (m) | $11.15B | (m) | 2.62% | (m) | Reported |
| 2012-09-30 | (m) | $94.85B | $2.60B | (m) | $11.56B | (m) | 2.74% | (m) | Reported |
| 2012-06-30 | (m) | $93.47B | $2.56B | (m) | $12.25B | (m) | 2.74% | (m) | Reported |
| 2012-03-31 | (m) | $98.72B | $2.68B | (m) | $13.10B | (m) | 2.71% | (m) | Reported |
| 2011-12-31 | (m) | $97.23B | $2.67B | (m) | $13.60B | (m) | 2.75% | (m) | Reported |
| 2011-09-30 | (m) | $101.86B | $2.82B | (m) | $14.19B | (m) | 2.77% | (m) | Reported |
| 2011-06-30 | (m) | $101.92B | $3.03B | (m) | $13.95B | (m) | 2.98% | (m) | Reported |
| 2011-03-31 | (m) | $100.24B | $3.14B | (m) | $13.19B | (m) | 3.13% | (m) | Reported |
| 2010-12-31 | (m) | $102.69B | $3.25B | (m) | $12.78B | (m) | 3.17% | (m) | Reported |
| 2010-09-30 | (m) | $99.76B | $3.45B | (m) | $12.51B | (m) | 3.46% | (m) | Reported |
| 2010-06-30 | (m) | $102.56B | $3.46B | (m) | $12.93B | (m) | 3.37% | (m) | Reported |
| 2010-03-31 | (m) | $103.08B | $3.51B | (m) | $13.77B | (m) | 3.40% | (m) | Reported |
| 2009-12-31 | (m) | $100.43B | $3.35B | (m) | $15.20B | (m) | 3.34% | (m) | Reported |
| 2009-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-12-31 | (m) | $67.25B | $2.64B | (m) | $34.24B | (m) | 3.92% | (m) | Reported |
| 2008-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2007-12-31 | (m) | $71.37B | $2.02B | (m) | $44.98B | (m) | 2.84% | (m) | Reported |
(m) means missing inputs. Historical market-based ratios use the saved close on or immediately before period ending and that period’s reported shares; current quotes are not substituted. Five-year projections repeat historical CAGR, not analyst forecasts.