JPM JPMorgan Chase & Co.
JPMorgan Chase & Co. is a financial holding company. It provides financial and investment banking services. The firm offers a range of investment banking products and services in all capital markets, including advising on corporate strategy and structure, capital raising in equity and debt markets, risk management, market making in cash securities and derivative instruments, and brokerage and research. It operates through the following segments: Consumer and Community Banking, Corporate and Investment Bank, Commercial Banking and Asset and Wealth Management. The Consumer and Community Banking segment serves consumers and businesses through personal service at bank branches and through automated teller machine, online, mobile, and telephone banking. The Corporate and Investment Bank segment offers a suite of investment banking, market-making, prime brokerage, and treasury and securities products and services to a global client base of corporations, investors, financial institutions, government and municipal entities. The Commercial Banking segment delivers services to U.S. and its multinational clients, including corporations, municipalities, financial institutions, and non profit entities. It also provides financing to real estate investors and owners as well as financial solutions, including lending, treasury services, investment banking, and asset management. The Asset and Wealth Management segment provides asset and wealth management services. The company was founded in 1968 and is headquartered in New York, NY.
Company profile
Ticker
JPM
Exchange
Website
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
Corporate docs
IRS number
132624428
Investment data
| Top 50 of 3985 long holdings End of quarter 31 Dec 19 |
Value |
#Shares |
|---|---|---|
| $24.14B | 221.72M | |
|
SPDR S&P 500 Etf Trust
|
$23.83B | 74.05M |
| $13.69B | 511.03M | |
| $13.15B | 83.4M | |
| $9.07B | 6.78M | |
| $8.84B | 30.1M | |
| $7.27B | 3.94M | |
|
Vanguard Total Intl Bond Etf
|
$6.55B | 115.84M |
| $5.81B | 62.04M | |
| $5.13B | 24.17M | |
| $4.84B | 16.46M | |
| $4.29B | 121.71M | |
| $4.11B | 70.82M | |
| $4.1B | 22.63M | |
| $3.99B | 13.38M | |
| $3.9B | 32.38M | |
| $3.78B | 29.46M | |
| $3.67B | 56.22M | |
| $3.61B | 24.78M | |
| $3.46B | 62.57M | |
| $3.3B | 51.49M | |
| $3.21B | 14.7M | |
| $3.16B | 13.06M | |
| $3.15B | 34.68M | |
| $3.07B | 49.94M | |
| $2.89B | 64.16M | |
| $2.73B | 13.32M | |
| $2.71B | 13.98M | |
| $2.52B | 21.18M | |
| $2.46B | 38.68M | |
| $2.45B | 18.64M | |
| $2.38B | 19.06M | |
| $2.35B | 13.26M | |
| $2.31B | 42.85M | |
| $2.3B | 14.17M | |
| $2.29B | 21.18M | |
| $2.23B | 39.66M | |
| $2.2B | 11.11M | |
| $2.1B | 41.1M | |
| $2.1B | 45.82M | |
| $2.06B | 25.85M | |
| $2.03B | 51.73M | |
| $2.02B | 31.86M | |
| $2.01B | 12.6M | |
| $1.94B | 28.62M | |
| $1.84B | 10.79M | |
| $1.84B | 12.28M | |
| $1.84B | 7.7M | |
| $1.81B | 40.06M | |
| $1.79B | 3.69M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
25 Feb 20
9 Apr 20
31 Dec 20
News
Company financial data Financial data
| Quarter (USD) | Dec 19 | Sep 19 | Jun 19 | Mar 19 | |
|---|---|---|---|---|---|
| Net income | 8.52B | 9.08B | 9.65B | 9.18B | |
| Diluted EPS | 2.57 | 2.68 | 2.82 | 2.65 | |
| Net change in cash | 7.03B | -11.44B | -34.57B | 23.81B | |
| Cash on hand | 263.63B | 256.6B | 268.04B | 302.6B |
| 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
Recent insider trades
| Date | Owner | Security | Transaction | Code | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|
| 31 Mar 20 | FLYNN Timothy Patrick | Common Stock | Grant | Aquire A | 90.03 | 402.644 | 36.25K | 52,840.478 |
| 31 Mar 20 | Burke Stephen B | Common Stock | Grant | Aquire A | 90.03 | 569.255 | 51.25K | 148,868.205 |
| 31 Mar 20 | Raymond Lee R | Common Stock | Grant | Aquire A | 90.03 | 583.139 | 52.5K | 256,513.927 |
| 31 Mar 20 | Jackson Laban | Common Stock | Grant | Aquire A | 90.03 | 499.833 | 45K | 192,996.215 |
| 31 Mar 20 | Hobson Mellody L | Common Stock | Grant | Aquire A | 90.03 | 499.833 | 45K | 10,877.914 |
Institutional ownership Q4 2019
73.5% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 2688 |
| Opened positions | 352 |
| Closed positions | 109 |
| Increased positions | 979 |
| Reduced positions | 1103 |
13F shares |
Current |
|---|---|
| Total value | 321.05B |
| Total shares | 2.26B |
| Total puts | 34.27M |
| Total calls | 30.11M |
| Total put/call ratio | 1.1 |
Largest owners |
Shares | Value |
|---|---|---|
| Vanguard | 246.81M | $34.41B |
| BLK BlackRock | 208.73M | $29.1B |
| STT State Street | 144.64M | $20.16B |
| Capital World Investors | 82.85M | $11.55B |
| Wellington Management | 60.25M | $8.4B |
| BRK.A Berkshire Hathaway | 59.51M | $8.3B |
| BAC Bank of America | 56.26M | $7.84B |
| FMR | 55.51M | $7.74B |
| N Price T Rowe Associates | 48.99M | $6.83B |
| Geode Capital Management | 44.41M | $6.18B |
Content analysis
?
| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
8th grade Bad
|
|
New words:
accuracy, Australia, broadcast, CCOR, chartered, China, clearinghouse, dispersed, empowered, English, enrichment, extinguishment, FF, FGN, FRE, FRN, FTC, FTP, GG, green, heat, HH, IAO, inflow, InstaMed, instructed, Israel, Madrid, meaningfully, midsized, Milan, NaN, Nigeria, opted, overdraft, percent, predetermined, prolonged, rainfall, rapidly, realigned, recession, rehabilitation, Republic, sea, slower, stemming, Tradeweb, undiscounted, unjust, unsuccessful
Removed:
absorbing, ad, Alabama, appealed, Article, Asia, asserting, breadth, cap, cardmember, challenge, chosen, Circuit, ComCo, confirmation, convergence, County, CPR, danger, delayed, detailing, dictate, disadvantage, disease, dismissal, disposal, disposed, diversity, DRPC, EBF, EBITDA, ECOA, EEA, enterprise, essentially, FFELP, forfeit, GM, grandfathered, greatly, headcount, historically, HK, hoc, Hong, HR, impermissible, ineligible, invalid, Jefferson, Kong, Korea, Latin, lawsuit, Lisbon, main, maker, matched, mining, MMDA, motion, multinational, notionally, Offshore, optionality, ORMF, owing, Pacific, paragraph, partial, participated, partnering, PBO, phased, Plea, prejudice, preliminarily, proliferation, propose, reacquire, reclassification, redefined, refined, repudiate, seasoned, sewer, SFC, sound, superior, Supreme, syndicate, Taiwan, team, timeframe, tracking, trained, unaffected, underwrite, universe, updating, Urban, vacated, voted, warrant, weekly, weldon, william, zone
Financial reports
10-K
2019 FY
Annual report
25 Feb 20
10-Q
2019 Q3
Quarterly report
4 Nov 19
10-Q
2019 Q2
Quarterly report
6 Aug 19
10-Q
2019 Q1
Quarterly report
2 May 19
10-K
2018 FY
Annual report
26 Feb 19
10-Q
2018 Q3
Quarterly report
31 Oct 18
10-Q
2018 Q2
Quarterly report
1 Aug 18
10-Q
2018 Q1
Quarterly report
2 May 18
10-K
2017 FY
Annual report
27 Feb 18
10-Q
2017 Q3
Quarterly report
1 Nov 17
Current reports
8-K
Other Events
24 Mar 20
8-K
Departure of Directors or Certain Officers
19 Mar 20
8-K
Other Events
13 Mar 20
8-K
Other Events
6 Mar 20
8-K
Regulation FD Disclosure
25 Feb 20
8-K
Material Modifications to Rights of Security Holders
24 Feb 20
8-K
Other Events
31 Jan 20
8-K
Material Modifications to Rights of Security Holders
23 Jan 20
8-K
Departure of Directors or Certain Officers
23 Jan 20
8-K
Regulation FD Disclosure
14 Jan 20
Registration and prospectus
424B2
Prospectus for primary offering
8 Apr 20
424B2
Prospectus for primary offering
8 Apr 20
424B2
Prospectus for primary offering
8 Apr 20
424B2
Prospectus for primary offering
8 Apr 20
424B2
Prospectus for primary offering
8 Apr 20
424B2
Prospectus for primary offering
8 Apr 20
424B2
Prospectus for primary offering
8 Apr 20
424B2
Prospectus for primary offering
8 Apr 20
424B2
Prospectus for primary offering
8 Apr 20
424B2
Prospectus for primary offering
8 Apr 20
Proxies
DEFA14A
Additional proxy soliciting materials
6 Apr 20
DEF 14A
Definitive proxy
6 Apr 20
PX14A6G
Letter to shareholders
10 Feb 20
DEFA14A
Additional proxy soliciting materials
2 May 19
DEFA14A
Additional proxy soliciting materials
5 Apr 19
DEF 14A
Definitive proxy
5 Apr 19
PX14A6G
Letter to shareholders
14 May 18
DEFA14A
Additional proxy soliciting materials
24 Apr 18
DEF 14A
Definitive proxy
5 Apr 18
DEFA14A
Additional proxy soliciting materials
5 Apr 18
Other
EFFECT
Notice of effectiveness
11 Apr 19
CORRESP
Correspondence with SEC
9 Apr 19
EFFECT
Notice of effectiveness
5 Apr 18
CORRESP
Correspondence with SEC
5 Apr 18
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
27 Feb 18
UPLOAD
Letter from SEC
15 Jun 17
CORRESP
Correspondence with SEC
6 Jun 17
UPLOAD
Letter from SEC
22 May 17
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
2 May 17
NO ACT
No action letter
8 Mar 17
Ownership
SC 13G/A
Luckin Coffee / JPMORGAN CHASE & CO ownership change
3 Apr 20
SC 13G/A
Red Rock Resorts / JPMORGAN CHASE & CO ownership change
3 Apr 20
4
JPMORGAN CHASE & CO / LEE R RAYMOND ownership change
2 Apr 20
4
JPMORGAN CHASE & CO / TIMOTHY PATRICK FLYNN ownership change
2 Apr 20
4
JPMORGAN CHASE & CO / STEPHEN B BURKE ownership change
2 Apr 20
4
JPMORGAN CHASE & CO / LABAN JACKSON ownership change
2 Apr 20
4
JPMORGAN CHASE & CO / MICHAEL A NEAL ownership change
2 Apr 20
4
JPMORGAN CHASE & CO / MELLODY L HOBSON ownership change
2 Apr 20
4
JPMORGAN CHASE & CO / Gordon Smith ownership change
27 Mar 20
4
JPMORGAN CHASE & CO / Daniel E Pinto ownership change
27 Mar 20