Company profile

Ticker
JPM, JPM+J, JPM+C
Exchange
CEO
James Dimon
Employees
Incorporated
Location
Fiscal year end
Sector
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 4178 long holdings
End of quarter 30 Jun 20
Value
 
#Shares
 
$26.97B 238.02M
$20.96B 67.98M
$16.25B 658.77M
$15.29B 75.15M
$11.77B 32.27M
$10.53B 3.82M
$8.48B 5.99M
Vanguard Total Intl Bond Etf
$7.43B 128.69M
$6.65B 72.22M
$6.01B 27.88M
$4.61B 15.64M
$4.39B 83.18M
$4.37B 14.79M
$4.17B 73.42M
$4.1B 32.26M
$3.8B 64.55M
$3.77B 16.61M
$3.65B 14.58M
$3.4B 20.66M
$3.27B 18.75M
$3.26B 23.18M
$3.21B 58.19M
$3.2B 13.31M
$2.97B 2.75M
$2.91B 122.58M
$2.81B 28.65M
$2.7B 15.38M
$2.69B 22.47M
$2.68B 21.84M
$2.62B 15.94M
$2.5B 51.67M
$2.47B 63.38M
$2.37B 5.21M
$2.35B 6.18M
$2.33B 25M
$2.3B 25.81M
$2.2B 2.24M
$2.17B 34.79M
$2.14B 11.45M
$2.11B 27.27M
$2.1B 47.08M
$1.91B 10.35M
$1.89B 37.43M
$1.85B 3.4M
$1.83B 5.04M
$1.81B 13.67M
$1.78B 20.38M
$1.76B 9.4M
$1.73B 32.89M
$1.7B 15.38M
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Aug 20
20 Sep 20
31 Dec 20

News

Quarter (USD) Jun 20 Mar 20 Sep 19 Jun 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
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.

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
15 Jul 20 Erdoes Mary E. Common Stock Sell Dispose S Yes 99.5242 24,554 2.44M 468,712
30 Jun 20 Burke Stephen B Common Stock Grant Aquire A No 94.06 491.707 46.25K 150,534.573
30 Jun 20 FLYNN Timothy Patrick Common Stock Grant Aquire A No 94.06 397.952 37.43K 53,669.421
30 Jun 20 Raymond Lee R Common Stock Grant Aquire A No 94.06 504.997 47.5K 259,580.935
30 Jun 20 Neal Michael A Common Stock Grant Aquire A No 94.06 345.524 32.5K 42,363.517
69.2% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 2658 2605 +2.0%
Opened positions 209 149 +40.3%
Closed positions 156 288 -45.8%
Increased positions 1318 1109 +18.8%
Reduced positions 925 1179 -21.5%
13F shares
Current Prev Q Change
Total value 198.75B 194.86B +2.0%
Total shares 2.11B 2.17B -2.7%
Total puts 46.68M 37.04M +26.0%
Total calls 34.16M 31.17M +9.6%
Total put/call ratio 1.4 1.2 +15.0%
Largest owners
Shares Value Change
Vanguard 232.02M $21.82B -5.3%
BLK BlackRock 197.49M $18.58B -3.4%
STT State Street 137.4M $12.92B -2.5%
Capital World Investors 72.85M $6.85B -20.0%
BAC Bank of America 64.78M $6.09B +1.3%
Wellington Management 45.83M $4.31B -19.0%
Geode Capital Management 43.88M $4.12B -2.7%
NTRS Northern Trust 43.01M $4.05B -1.5%
FMR 41.65M $3.92B -10.2%
MS Morgan Stanley 37.66M $3.54B -0.4%
Largest transactions
Shares Bought/sold Change
BRK.A Berkshire Hathaway 22.21M -35.51M -61.5%
Capital World Investors 72.85M -18.19M -20.0%
Vanguard 232.02M -12.87M -5.3%
N Price T Rowe Associates 23.59M -11.9M -33.5%
Wellington Management 45.83M -10.73M -19.0%
Susquehanna International 8.35M +8.02M +2402.3%
BLK BlackRock 197.49M -6.93M -3.4%
Capital International Investors 31.65M +6.68M +26.7%
D1 Capital Partners 6.17M +6.17M NEW
FMR 41.65M -4.75M -10.2%
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
8th grade Avg
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Removed: addressed, delayed, exit, perfectly, platform, point, submitted, updating