Company profile

Ticker
JPM
Exchange
CEO
James Dimon
Employees
Incorporated in
Location
Fiscal year end
Sector
Industry (SEC)
Former names
Chase Manhattan Corp, Chemical Banking Corp, J P Morgan Chase & Co
SEC CIK
IRS number
132624428

JPM stock data

(
)
FINRA relative short interest over last month (20 trading days) ?

Investment data

Data from SEC filings
Top 50 of 3985 long holdings
End of quarter 31 Dec 19
Value
 
#Shares
 
$24.14B 221.72M
SPDR S&P 500 Etf Trust
$23.83B 74.05M
$13.69B 511.03M
$13.15B 83.4M
$9.07B 6.78M
$8.84B 30.1M
$7.27B 3.94M
Vanguard Total Intl Bond Etf
$6.55B 115.84M
$5.81B 62.04M
$5.13B 24.17M
$4.84B 16.46M
$4.29B 121.71M
$4.11B 70.82M
$4.1B 22.63M
$3.99B 13.38M
$3.9B 32.38M
$3.78B 29.46M
$3.67B 56.22M
$3.61B 24.78M
$3.46B 62.57M
$3.3B 51.49M
$3.21B 14.7M
$3.16B 13.06M
$3.15B 34.68M
$3.07B 49.94M
$2.89B 64.16M
$2.73B 13.32M
$2.71B 13.98M
$2.52B 21.18M
$2.46B 38.68M
$2.45B 18.64M
$2.38B 19.06M
$2.35B 13.26M
$2.31B 42.85M
$2.3B 14.17M
$2.29B 21.18M
$2.23B 39.66M
$2.2B 11.11M
$2.1B 41.1M
$2.1B 45.82M
$2.06B 25.85M
$2.03B 51.73M
$2.02B 31.86M
$2.01B 12.6M
$1.94B 28.62M
$1.84B 10.79M
$1.84B 12.28M
$1.84B 7.7M
$1.81B 40.06M
$1.79B 3.69M
Holdings list only includes long positions. Only includes long positions.

Calendar

25 Feb 20
9 Apr 20
31 Dec 20

News

Company financial data Financial data

Quarter (USD) Dec 19 Sep 19 Jun 19 Mar 19
Net income 8.52B 9.08B 9.65B 9.18B
Diluted EPS 2.57 2.68 2.82 2.65
Net change in cash 7.03B -11.44B -34.57B 23.81B
Cash on hand 263.63B 256.6B 268.04B 302.6B
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
Revenue 115.63B 109.03B 100.71B 96.57B
Net income 36.43B 32.47B 24.44B 24.73B
Diluted EPS 10.72 9 6.31 6.19
Net profit margin 31.51% 29.78% 24.27% 25.61%
Net change in cash -15.16B -152.51B 40.15B 29.47B
Cash on hand 263.63B 278.79B 431.3B 391.15B

Financial data from company earnings reports

Date Owner Security Transaction Code $Price #Shares $Value #Remaining
31 Mar 20 FLYNN Timothy Patrick Common Stock Grant Aquire A 90.03 402.644 36.25K 52,840.478
31 Mar 20 Burke Stephen B Common Stock Grant Aquire A 90.03 569.255 51.25K 148,868.205
31 Mar 20 Raymond Lee R Common Stock Grant Aquire A 90.03 583.139 52.5K 256,513.927
31 Mar 20 Jackson Laban Common Stock Grant Aquire A 90.03 499.833 45K 192,996.215
31 Mar 20 Hobson Mellody L Common Stock Grant Aquire A 90.03 499.833 45K 10,877.914
73.5% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 2688 2445 +9.9%
Opened positions 352 103 +241.7%
Closed positions 109 120 -9.2%
Increased positions 979 1040 -5.9%
Reduced positions 1103 1027 +7.4%
13F shares
Current Prev Q Change
Total value 321.05B 266.8B +20.3%
Total shares 2.26B 2.25B +0.5%
Total puts 34.27M 31.32M +9.4%
Total calls 30.11M 24.54M +22.7%
Total put/call ratio 1.1 1.3 -10.8%
Largest owners
Shares Value Change
Vanguard 246.81M $34.41B -1.5%
BLK BlackRock 208.73M $29.1B -1.2%
STT State Street 144.64M $20.16B -1.2%
Capital World Investors 82.85M $11.55B +1.9%
Wellington Management 60.25M $8.4B +4.0%
BRK.A Berkshire Hathaway 59.51M $8.3B 0.0%
BAC Bank of America 56.26M $7.84B +3.4%
FMR 55.51M $7.74B +0.4%
N Price T Rowe Associates 48.99M $6.83B +13.6%
Geode Capital Management 44.41M $6.18B +1.4%
Largest transactions
Shares Bought/sold Change
Norges Bank 28.04M +28.04M NEW
Dodge & Cox 14.07M -7.25M -34.0%
N Price T Rowe Associates 48.99M +5.86M +13.6%
Barrow Hanley Mewhinney & Strauss 5.15M -4.41M -46.2%
Vanguard 246.81M -3.67M -1.5%
Ensign Peak Advisors 3.49M +3.49M NEW
Johanson Financial Advisors 3.22M +3.19M +13859.0%
PUK Prudential 2.57M -3.06M -54.4%
BEN Franklin Resources 15.31M -2.94M -16.1%
Healthcare Of Ontario Pension Plan Trust Fund 2.7M +2.7M NEW
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
8th grade Bad
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