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JPM JPMorgan Chase & Co.

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+C
Exchange
CEO
James Dimon
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
CHASE MANHATTAN CORP /DE/, CHEMICAL BANKING CORP, J P MORGAN CHASE & CO
SEC CIK
IRS number
132624428

JPM stock data

(
)

Investment data

Data from SEC filings
Top 50 of 4177 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
$28.26B 236.73M
$24.72B 66.11M
$19.45B 599.57M
$16.95B 127.73M
$16.55B 74.41M
$12.92B 3.97M
$10.39B 5.93M
$6.96B 112.26M
Vanguard Total Intl Bond Etf
$6.72B 114.75M
$6.67B 68.13M
$5.98B 8.47M
$5.71B 16.01M
$5.31B 19.43M
$5.27B 48.29M
$5.25B 92.58M
$4.81B 13.7M
$4.51B 24.75M
$4.49B 72.35M
$4.46B 30.19M
$4.4B 18.77M
$4.27B 55.35M
$3.89B 23.71M
$3.85B 24.46M
$3.79B 15.97M
$3.78B 16.22M
$3.66B 53.35M
$3.63B 21.52M
$3.55B 64.82M
$3.51B 66.96M
$3.51B 2.09M
$3.41B 12.84M
$3.25B 30.35M
$3.11B 33.89M
$3.06B 100.8M
$2.87B 28.83M
$2.86B 23.82M
$2.85B 5.28M
$2.74B 13.78M
$2.71B 5.2M
$2.61B 36.17M
$2.61B 18.76M
$2.46B 41.87M
$2.44B 5.16M
$2.44B 11.7M
$2.43B 50.71M
$2.43B 20.71M
$2.38B 13.34M
$2.33B 15.31M
$2.29B 10.76M
$2.27B 10.56M
Holdings list only includes long positions. Only includes long positions.

Calendar

22 Feb 21
18 Apr 21
31 Dec 21
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 527.61B 527.61B 527.61B 527.61B 527.61B 527.61B
Cash burn (monthly) (positive/no burn) (positive/no burn) (positive/no burn) (positive/no burn) 9.35B 6.66B
Cash used (since last report) n/a n/a n/a n/a 33.71B 24.01B
Cash remaining n/a n/a n/a n/a 493.9B 503.6B
Runway (months of cash) n/a n/a n/a n/a 52.8 75.6

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
15 Apr 21 Erdoes Mary E. Common Stock Sell Dispose S No Yes 150.9003 19,188 2.9M 501,171
15 Apr 21 Lori A Beer Common Stock Sell Dispose S No Yes 150.8972 15,000 2.26M 29,787
15 Apr 21 Bacon Ashley Common Stock Sell Dispose S No Yes 150.9068 11,930 1.8M 157,574
15 Apr 21 Petno Douglas B Common Stock Sell Dispose S No Yes 150.8998 11,512 1.74M 373,531
15 Apr 21 Lake Marianne Common Stock Sell Dispose S No Yes 150.9044 13,047 1.97M 103,897

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

71.2% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 2936 2662 +10.3%
Opened positions 411 116 +254.3%
Closed positions 137 139 -1.4%
Increased positions 1219 1215 +0.3%
Reduced positions 1088 1077 +1.0%
13F shares
Current Prev Q Change
Total value 276.68B 202.08B +36.9%
Total shares 2.16B 2.1B +2.8%
Total puts 45.83M 43.74M +4.8%
Total calls 39.9M 35.41M +12.7%
Total put/call ratio 1.1 1.2 -7.0%
Largest owners
Shares Value Change
Vanguard 243.41M $30.93B +0.3%
BLK Blackrock 192.57M $24.47B -0.8%
STT State Street 135.36M $17.2B +0.2%
Capital World Investors 80.83M $10.27B +8.1%
Wellington Management 58.25M $7.4B +3.4%
BAC Bank Of America 52.21M $6.63B -10.6%
Geode Capital Management 44.52M $5.64B +1.4%
NTRS Northern Trust 41.18M $5.23B -3.0%
MS Morgan Stanley 39.21M $4.98B +5.5%
FMR 38.46M $4.89B +4.6%
Largest transactions
Shares Bought/sold Change
Norges Bank 27.56M +27.56M NEW
Capital Research Global Investors 37.71M +14.09M +59.7%
Sanders Capital 12.19M +9.57M +364.4%
BAC Bank Of America 52.21M -6.21M -10.6%
Capital World Investors 80.83M +6.06M +8.1%
TROW T. Rowe Price 30.29M +5.61M +22.7%
Susquehanna International 1.27M -5.38M -80.9%
RY Royal Bank Of Canada 23.78M +4.13M +21.0%
Citadel Advisors 148.6K -3.27M -95.7%
DB Deutsche Bank AG - Registered Shares 13.81M +2.97M +27.4%
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