JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Company profile

Ticker

JPM, JPM+J, JPM+K, JPM+L, JPM+M, JPM+C

Exchange

NYSE

Website

www.jpmorganchase.com

CEO

James Dimon

Incorporated

Delaware

Location

New York

Fiscal year end

Dec 31

Sector

Finance and Insurance > Commercial Banking

Industry (SIC)

National Commercial Banks

Citigroup • Wells Fargo & Co. • U.S. Bancorp. • PNC Financial Services • Capital One Financial • Shinhan Financial • HSBC USA • Regions Financial • Keycorp • Santander Holdings USA ...

Former names

CHASE MANHATTAN CORP /DE/, CHEMICAL BANKING CORP, J P MORGAN CHASE & CO

SEC CIK

0000019617

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Paymentech, LLC • J.P. Morgan International Finance Limited • J.P. Morgan Bank Luxembourg S.A. • JPMorgan Securities Japan Co., Ltd. • J.P. Morgan Capital Holdings Limited • J.P. Morgan Securities PLC • J.P. Morgan AG • JPMorgan Chase Holdings LLC • J.P. Morgan Services India Private Limited • JPMorgan Asset Management Holdings Inc. ...

IRS number

132624428

JPM stock data

1M 1Y 5Y

News

From Benzinga Pro

How MoneyLion Turned Into A 'Destination For All Things Money'

19 Aug 22

Benzinga is hosting a two-day event at New York City’s Pier Sixty, Dec. 7-8, 2022.

Twitter Asks Elon Musk: Who Did You Chat With About Buyout? The List May Be Longer Than We Thought

19 Aug 22

As Elon Musk and Twitter Inc. (NYSE: TWTR) prepare for a legal showdown on Oct. 17, the Tesla Inc.

If Crypto Is 'Too Big To Fail,' Secure Infrastructure Is Needed, Prime Trust Exec Says

18 Aug 22

Benzinga, a media and data provider bridging the gap between retail and institutional investors, is bringing back its annual Global Fintech Awards event to New York City on Dec. 8, 2022.

Benzinga Before The Bell: Tesla Model Y Delivery Wait Time Shortened In China, Mark Zuckerberg's Sister Emphasizes On Evolution Of Web3, Amazon Succumbs To TikTok Fever And Other Top Financial Stories Thursday, August 18

18 Aug 22

JPMorgan Sees Ethereum Merge Spelling $650M Revenue Opportunity For This Crypto Exchange

18 Aug 22

Press releases

From Benzinga Pro

RapidRatings, Illinois State Black Chamber of Commerce, and JPMorgan Chase Team to Strengthen Diverse Businesses Across Chicago

18 Aug 22

RapidRatings, the Illinois State Black Chamber of Commerce (ILBCC), and JPMorgan Chase announced the launch of the Financial Health Pilot Project – an initiative to help strengthen diverse businesses in the Chicagoland

JPMorgan Chase Declares Preferred Stock Dividends

15 Aug 22

JPMorgan Chase & Co. (NYSE:JPM) ("JPMorgan Chase" or the "Firm") has declared dividends on the outstanding shares of the Firm's Series V, X, & II preferred stock. Information can be found on the Firm's Investor

J.P. Morgan Asset Management Announces Liquidation of Two Exchange-Traded Funds

12 Aug 22

Funds are expected to liquidate in September 2022 NEW YORK, Aug. 12, 2022 /PRNewswire/ -- J.P. Morgan Asset Management today announced the upcoming liquidation and dissolution of two exchange-traded funds: JPMorgan U.S.

J.P. Morgan Completes Acquisition of Global Shares

11 Aug 22

Techstars and J.P. Morgan Launch Founder Catalyst Program in Oakland

10 Aug 22

Analyst ratings and price targets

Last 3 months

Average target

$138.92

Low target

$120.00

High target

$162.00

Keefe, Bruyette & Woods

Investment data

Data from SEC filings

Top 50 of 4716 long holdings End of quarter 30 Jun 22	Value	#Shares
JAGG Jpmorgan MKT Exp Enh Eqty	$32.02B	651.98M
Ishares S&P 100 Etf	$24.86B	246.3M
MSFT Microsoft Corp	$23.38B	91.03M
SPY SPDR S&P 500 Etf Trust	$21.81B	57.81M
AAPL Apple Inc	$17.31B	126.6M
GOOG Alphabet Inc	$15.94B	7.3M
AMZN Amazon Com Inc	$11.34B	106.76M
UNH Unitedhealth Group Inc	$10.4B	20.25M
Vanguard Total Intl Bond Etf	$9.57B	193.18M
ABBV Abbvie Inc	$8.59B	56.11M
BMY Bristol-myers Squibb Co	$7.53B	97.76M
IBB Ishares Morningstar Value Etf	$6.75B	72.91M
STT Materials Select Sector SPDR	$6.72B	98.79M
Vanguard Long-term Bond Etf	$5.61B	74.31M
JNJ Johnson & Johnson	$5.4B	30.41M
MA Mastercard Incorporated	$5.34B	16.94M
TSLA Tesla Inc	$5.19B	7.71M
LLY Lilly Eli & Co	$5.02B	15.5M
NEE Nextera Energy Inc	$5B	64.51M
KO Coca Cola Co	$4.96B	78.9M
COP Conocophillips	$4.91B	54.65M
MCD Mcdonalds Corp	$4.85B	19.64M
Vanguard S&P 500 Etf	$4.8B	20.52M
DE Deere & Co	$4.17B	13.92M
BAC BK of America Corp	$4.16B	133.49M
TXN Texas Instrs Inc	$3.95B	25.7M
UPS United Parcel Service Inc	$3.7B	20.27M
Vanguard Short-term Treasury Index Fund	$3.59B	59M
ADI Analog Devices Inc	$3.57B	24.45M
PLD Prologis Inc.	$3.5B	29.75M
NXPI NXP Semiconductors N V	$3.49B	23.59M
XOM Exxon Mobil Corp	$3.48B	40.61M
WFC Wells Fargo Co New	$3.39B	86.63M
META Meta Platforms Inc	$3.36B	20.86M
REGN Regeneron Pharmaceuticals	$3.36B	5.68M
TSM Taiwan Semiconductor MFG LTD	$3.27B	39.97M
MS Morgan Stanley	$3.23B	42.49M
PG Procter and Gamble Co	$3.21B	22.33M
ETN Eaton Corp PLC	$3.2B	25.4M
RTX Raytheon Technologies Corp	$3.18B	33.14M
IBB Ishares Us Treasury Bond Etf	$3.13B	110.17M
PGR Progressive Corp	$3.12B	26.88M
CMCSA Comcast Corp New	$3.12B	79.39M
NSC Norfolk Southn Corp	$3.1B	13.65M
NVDA Nvidia Corporation	$3.01B	19.87M
LOW Lowes Cos Inc	$2.98B	17.06M
CVX Chevron Corp New	$2.95B	20.39M
TFC Truist Finl Corp	$2.93B	61.79M
AMD Advanced Micro Devices Inc	$2.82B	36.83M
TMO Thermo Fisher Scientific Inc	$2.79B	5.14M

JPMorgan Chase & Co. holdings history Holdings history

Holdings list only includes long positions. Only includes long positions.

Calendar

3 Aug 22

20 Aug 22

31 Dec 22

Financial summary

Financial statements Chart JPM financial data

Quarter (USD)	Jun 22	Mar 22	Dec 21	Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21	Dec 20	Dec 19	Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	669.26B	669.26B	669.26B	669.26B	669.26B	669.26B
Cash burn (monthly)	28.42B	3.01B	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	47.87B	5.07B	n/a	n/a	n/a	n/a
Cash remaining	621.39B	664.19B	n/a	n/a	n/a	n/a
Runway (months of cash)	21.9	220.4	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Recent insider trades

JPM insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
12 Aug 22	JPMorgan Chase & Co.	Common Stock	Buy	Acquire P	Yes	No	3.05	1,639,344	5M	51,594,927
11 Aug 22	JPMorgan Chase & Co.	Common Stock	Buy	Acquire P	Yes	No	3.28	3,329	10.92K	49,955,583
30 Jun 22	Neal Michael A	Common Stock	Grant	Acquire A	No	No	112.61	288.607	32.5K	49,794.439
30 Jun 22	Hobson Mellody L	Common Stock	Grant	Acquire A	No	No	112.61	288.607	32.5K	18,924.723
30 Jun 22	Burke Stephen B	Common Stock	Grant	Acquire A	No	No	112.61	410.71	46.25K	163,925.282

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Institutional ownership, Q2 2022

JPM institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	3189	3307	-3.6%
Opened positions	143	149	-4.0%
Closed positions	261	223	+17.0%
Increased positions	1686	1662	+1.4%
Reduced positions	1072	1195	-10.3%

13F shares	Current	Prev Q	Change
Total value	278.99B	272.17B	+2.5%
Total shares	2.05B	2B	+2.8%
Total puts	36.06M	38.67M	-6.8%
Total calls	27.66M	27.45M	+0.8%
Total put/call ratio	1.3	1.4	-7.5%

Largest owners	Shares	Value	Change
Vanguard	269.62M	$30.36B	+1.0%
BLK Blackrock	197.57M	$22.25B	-2.0%
STT State Street	130.13M	$14.65B	-7.6%
JPM JPMorgan Chase & Co.	67.14M	$1.58B	+2312.9%
BAC Bank Of America	56.64M	$6.38B	+4.3%
MS Morgan Stanley	50.83M	$5.61B	+28.7%
Geode Capital Management	49.18M	$5.53B	+1.4%
Wellington Management	44.29M	$4.99B	+2.6%
Capital World Investors	39.26M	$4.42B	-13.1%
FMR	37.98M	$4.28B	-8.0%

Largest transactions	Shares	Bought/sold	Change
JPM JPMorgan Chase & Co.	67.14M	+64.35M	+2312.9%
LGEN Legal & General	0	-20.31M	EXIT
Capital Research Global Investors	20.53M	-16.08M	-43.9%
MS Morgan Stanley	50.83M	+11.34M	+28.7%
Parametric Portfolio Associates	0	-11.05M	EXIT
STT State Street	130.13M	-10.63M	-7.6%
Brighton Jones	7.91M	+7.88M	+23206.1%
CIBC Private Wealth	10.53M	+6.9M	+190.3%
TROW T. Rowe Price	31.67M	+5.98M	+23.3%
Capital World Investors	39.26M	-5.9M	-13.1%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	8th grade Avg

New words: Alex, amid, decided, Gorsky, grow, Johnson, macro, migration, permission, prorated, rejected, renegotiation, tighter, wrongfully

Removed: acquire, began, claiming, focused, onset, pace, participate, rolling, unsuccessful

From filing 10-Q 2022 Q2

Financial reports

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