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

(
)

Investment data

Data from SEC filings
Top 50 of 3917 long holdings
End of quarter 31 Mar 20
Value
 
#Shares
 
$26.96B 269.92M
SPDR S&P 500 Etf Trust
$18.3B 71M
$12.22B 77.49M
$8.41B 404.94M
$8.03B 31.59M
$7.7B 6.63M
$7.69B 3.94M
Vanguard Total Intl Bond Etf
$7.11B 126.46M
$5.91B 57.57M
$5.33B 27.42M
$4.36B 17.49M
$3.59B 75.19M
$3.47B 64.62M
$3.37B 60.43M
$3.32B 13.74M
$3.03B 23.07M
$3B 12.48M
$2.99B 29.95M
$2.95B 21.45M
$2.78B 14.91M
$2.7B 127.16M
$2.69B 50.1M
$2.6B 58.67M
$2.47B 22.41M
$2.47B 49.02M
$2.41B 17.36M
$2.38B 30.92M
$2.36B 14.15M
$2.21B 36.69M
$2.19B 63.85M
$2.17B 22.71M
$2.07B 45.55M
$2.04B 28.2M
$1.96B 13.43M
$1.93B 23.97M
$1.89B 13.12M
$1.88B 14.09M
$1.88B 7.13M
$1.82B 10.99M
$1.79B 19.98M
$1.77B 54.38M
$1.73B 4.61M
$1.71B 22.44M
$1.69B 8.93M
$1.68B 49.51M
$1.59B 13.24M
$1.55B 3.54M
$1.53B 54.12M
$1.52B 5.35M
$1.5B 20.56M
Holdings list only includes long positions. Only includes long positions.

Calendar

7 May 20
4 Jul 20
31 Dec 20

News

Company financial data Financial data

Quarter (USD) Mar 20 Dec 19 Sep 19 Jun 19
Revenue 28.25B 28.33B 29.34B 28.83B
Net income 2.87B 8.52B 9.08B 9.65B
Diluted EPS 0.78 2.57 2.68 2.82
Net profit margin 10.14% 30.07% 30.95% 33.48%
Net change in cash 103.9B 7.03B -11.44B -34.57B
Cash on hand 367.53B 263.63B 256.6B 268.04B
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 10b5-1 $Price #Shares $Value #Remaining
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
30 Jun 20 Hobson Mellody L Common Stock Grant Aquire A No 94.06 425.261 40K 11,375.246
71.0% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 2597 2712 -4.2%
Opened positions 151 370 -59.2%
Closed positions 266 107 +148.6%
Increased positions 1182 984 +20.1%
Reduced positions 1092 1103 -1.0%
13F shares
Current Prev Q Change
Total value 194.57B 321.13B -39.4%
Total shares 2.16B 2.26B -4.2%
Total puts 37.04M 34.27M +8.1%
Total calls 31.17M 30.11M +3.5%
Total put/call ratio 1.2 1.1 +4.4%
Largest owners
Shares Value Change
Vanguard 244.9M $22.05B -0.8%
BLK BlackRock 204.42M $18.4B -2.1%
STT State Street 140.89M $12.68B -2.6%
Capital World Investors 91.03M $8.2B +9.9%
BAC Bank of America 63.95M $5.76B +13.7%
BRK.A Berkshire Hathaway 57.71M $5.2B -3.0%
Wellington Management 56.56M $5.09B -6.1%
FMR 46.4M $4.18B -16.4%
Geode Capital Management 45.08M $4.05B +1.5%
NTRS Northern Trust 43.67M $3.93B -1.2%
Largest transactions
Shares Bought/sold Change
Norges Bank 0 -28.04M EXIT
Capital Research Global Investors 12.71M -14.95M -54.0%
N Price T Rowe Associates 35.49M -13.5M -27.6%
FMR 46.4M -9.11M -16.4%
Capital World Investors 91.03M +8.19M +9.9%
BAC Bank of America 63.95M +7.69M +13.7%
GS The Goldman Sachs Group, Inc. 14.95M -5.05M -25.2%
Amundi Pioneer Asset Management 2.77M -5.04M -64.5%
Advisor 4.83M +4.83M NEW
Jennison Associates 2.49M -4.45M -64.1%
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
8th grade Bad
New words: AAA, accommodate, accomplished, Aid, aircraft, amid, Apparel, appetite, arithmetic, automatic, automatically, automobile, avoid, bear, Beverage, bifurcation, Boston, bps, Brazilian, Bureau, calibrate, calibrated, care, categorize, CCT, CECL, center, challenging, characteristic, child, cleaning, climate, collaboration, comply, contra, CPFF, Culture, cyberattack, cybersecurity, deed, deepen, diligently, disaster, disease, distancing, diverted, domestic, downturn, drew, Drug, duration, dynamic, earlier, email, emphasizing, encouraging, engineering, EOP, evolving, Exploration, exterior, extreme, feedback, Fitch, flooding, food, forgo, forgone, FRBB, FRBNY, free, Gaming, gathering, GDP, geography, graduated, greatest, grew, half, hardest, harm, health, hit, human, humanitarian, IA, IBOR, inadequate, inappropriate, increasingly, indirectly, infrastructure, inquiry, insight, insolvency, inspection, intensified, interaction, interagency, interior, interpolation, interruption, invoked, join, jurisdiction, land, leave, Leisure, lengthening, lieu, Lodging, mandated, manifest, meaningfully, medical, medium, metric, misused, MMLF, MMMF, NAV, navigate, necessitate, neutralize, noncriticized, nonessential, nonlinear, notification, Oilfield, online, operationally, opted, outbreak, overarching, overcollateralization, pandemic, Paycheck, payout, payroll, PCD, PDCF, percent, permissible, phased, philanthropic, phishing, played, population, portoflio, posed, possession, PPP, preemptive, premium, pressure, prioritization, priority, proficiency, prolonged, prudently, random, rapid, rapidly, ready, realigned, realignment, reconfirmed, recover, Recreation, refund, refunded, refunding, regular, regularly, rehabilitation, remedied, repay, repossession, research, resiliency, resumed, role, sample, satisfaction, SBA, SCB, seating, SIBOR, smaller, SMCCF, smooth, solid, specialty, SPV, staggered, static, strain, subcategory, subdivided, subset, sudden, suite, superseded, supplemented, sustainability, sustained, tactical, tailored, team, telephone, temporarily, terrorism, thematic, therefrom, threat, treated, true, turn, twenty, Unanticipated, unbilled, uncertain, uniform, uninterrupted, Union, unmodified, unpredictable, unrecognized, unwilling, upfront, upside, variation, vulnerability, vulnerable, waiving, warehousing, warning, warrant, weak, weather, week, wholly, widened, widening, wider, widespread, withholding, workforce, worsening
Removed: accretable, ACH, bright, cap, capitalization, characterized, Circuit, Code, ComCo, commence, commencing, commonly, concentrated, connectivity, consistency, construct, continuity, converting, cooperating, declined, decreasing, deferral, delivering, depreciated, discontinued, disposition, earliest, EBF, ecosystem, EE, elimination, emergence, enter, essentially, facilitate, factored, foreseeable, forgiven, Foundation, front, grow, hardship, HELOAN, illustrate, impose, India, Ireland, isolated, Korea, leasing, licensed, mechanism, merger, migration, nonbank, noncancelable, overdraft, overseen, owed, paragraph, partial, pledge, preceding, preliminarily, reached, refine, relocated, remained, remeasurement, removal, renewal, reset, resolve, retrospective, satisfy, semiannually, setting, shock, solar, staffing, standalone, stayed, stemming, Supreme, surviving, Taiwan, undiscounted, upper, USA, utility, vacated, violate, wind