Company profile

James Dimon
Incorporated in
Fiscal year end
Industry (SEC)
Former names
Chase Manhattan Corp, Chemical Banking Corp, J P Morgan Chase & Co
IRS number

JPM stock data


Investment data

Data from SEC filings
Top 50 of 4174 holdings by value
End of quarter 30 Sep 19
Shares Held
or Principal Amt 
$23.97B 234.45M
SPDR S&P 500 Etf Trust (FUND)
$22.82B 76.89M
$12.71B 508.5M
$12.52B 90.07M
$8.39B 6.87M
$7.03B 4.05M
$6.99B 31.2M
Vanguard Total Intl Bond Etf (FUND)
$6.34B 107.72M
$5.51B 58.43M
$4.21B 25.16M
$3.95B 23.25M
$3.77B 13.89M
$3.76B 31.7M
$3.62B 124.13M
$3.54B 15.24M
$3.45B 63.3M
$3.36B 15.48M
$3.35B 72.03M
$3.23B 89.9M
$3.21B 52.52M
$3.11B 36.89M
$3.1B 68.74M
$3.04B 50.3M
$2.97B 22.98M
$2.92B 55.22M
$2.83B 12.16M
$2.55B 39.36M
$2.48B 19.94M
$2.46B 19M
$2.39B 13.31M
$2.37B 14.03M
$2.25B 44.56M
$2.18B 12.25M
$2.16B 19.38M
$2.14B 40.5M
$2.08B 20.06M
$2.03B 29.42M
$1.96B 13.19M
$1.91B 22.44M
$1.87B 8.7M
$1.86B 43.54M
$1.85B 6.92M
$1.82B 9.94M
$1.81B 4.4M
$1.81B 35.62M
$1.79B 31.36M
$1.75B 10.83M
$1.74B 15.55M
$1.72B 42.31M
$1.67B 11.92M
Holdings list only includes long positions. Only includes long positions.


4 Nov 19
23 Jan 20
31 Dec 20


Company financial data Financial data

Quarter (USD) Sep 19 Jun 19 Mar 19 Dec 18
Net income 9.08B 9.65B 9.18B 7.07B
Diluted EPS 2.68 2.82 2.65 2
Net change in cash -11.44B -34.57B 23.81B -140.3B
Cash on hand 256.6B 268.04B 302.6B 278.79B
Annual (USD) Dec 18 Dec 17 Dec 16 Dec 15
Revenue 109.03B 100.71B 96.57B 93.54B
Net income 32.47B 24.44B 24.73B 24.44B
Diluted EPS 9 6.31 6.19 6
Net profit margin 29.78% 24.27% 25.61% 26.13%
Net change in cash -152.51B 40.15B 29.47B
Cash on hand 278.79B 431.3B 391.15B 361.68B

Financial data from company earnings reports

74.3% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 2486 2504 -0.7%
Opened positions 99 140 -29.3%
Closed positions 117 97 +20.6%
Increased positions 1037 1076 -3.6%
Reduced positions 1073 1011 +6.1%
13F shares
Current Prev Q Change
Total value 271.95B 257.44B +5.6%
Total shares 2.33B 2.36B -1.5%
Total puts 41.88M 34.6M +21.0%
Total calls 30.38M 26.01M +16.8%
Total put/call ratio 1.4 1.3 +3.6%
Largest owners
Shares Value Change
Vanguard 250.47M $29.48B -0.8%
BLK BlackRock 211.27M $24.86B -2.4%
STT State Street 146.35M $17.22B -2.1%
Capital World Investors 81.31M $9.57B +4.1%
BRK.A Berkshire Hathaway 59.51M $7B 0.0%
Wellington Management 57.9M $6.81B +0.8%
FMR 55.31M $6.51B -10.4%
BAC Bank of America 54.55M $6.41B -5.9%
NTRS Northern Trust 44.61M $5.25B -2.8%
Geode Capital Management 43.82M $5.15B +1.1%
Largest transactions
Shares Bought/sold Change
JPM JPMorgan Chase & Co. 38.2M +8.36M +28.0%
Boston Partners 10.21M +7.67M +301.6%
FMR 55.31M -6.4M -10.4%
N Price T Rowe Associates 43.15M +5.59M +14.9%
BLK BlackRock 211.27M -5.18M -2.4%
Creative Planning 3.92M -3.85M -49.5%
Dodge & Cox 21.32M -3.67M -14.7%
BAC Bank of America 54.55M -3.42M -5.9%
STT State Street 146.35M -3.18M -2.1%
Capital International Investors 26.34M +3.18M +13.8%
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