JPM JPMorgan Chase & Co. Dashboard

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

NYSE

Website

www.jpmorganchase.com/

CEO

James Dimon

Incorporated

Delaware

Location

New York

Fiscal year end

Dec 31

Sector

Finance and Insurance > Commercial Banking

Industry (SIC)

National Commercial Banks

Citigroup • U.S. Bancorp. • PNC Financial Services • Shinhan Financial • Capital One Financial • Bank Of America • HSBC USA • Regions Financial • Keycorp • Santander Holdings USA ...

Former names

CHASE MANHATTAN CORP /DE/, CHEMICAL BANKING CORP, J P MORGAN CHASE & CO

SEC CIK

0000019617

Corporate docs

Articles of Incorporation & Bylaws

IRS number

132624428

JPM stock data

S&P 500

1M 1Y 2Y 5Y

News

Pro users get this 30m faster

Indecision Hits Morgan Stanley Stock After Bank's Q1 Print

16 Apr 21

Morgan Stanley (NYSE: MS) reported earnings Friday morning, concluding week one of the first-quarter season.

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Bank Of America And Citigroup Struggle After Stellar Q1 Earnings

15 Apr 21

Bank Of America Corporation (NYSE: BAC) and Citigroup Inc (NYSE: C) reported fir

Which Bank Stock Is The Best Buy Right Now?

15 Apr 21

DA Davidson Maintains Buy on JPMorgan Chase, Raises Price Target to $182

15 Apr 21

Press releases

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JPMorgan Chase Targets More Than $2.5 Trillion over 10 Years to Advance Climate Action and Sustainable Development

16 Apr 21

JPMorgan Chase aims to finance and facilitate more than $2.5 trillion over 10 years – beginning this year through the end of 2030 - to advance long-term solutions that address climate change and contribute to

JPMorgan Chase Declares Preferred Stock Dividends

15 Apr 21

JPMorgan Chase & Co. (NYSE:JPM) ("JPMorgan Chase" or the "Firm") has declared dividends on the outstanding shares of the Firm's Series AA, BB, DD, EE, GG & JJ preferred stock. Information can be found on the

JPMorgan Chase Reports First-Quarter 2021 Financial Results

14 Apr 21

JPMorgan Chase & Co. has released its first-quarter 2021 financial results. Results can be found at the Firm's Investor Relations website at jpmorganchase.com/ir/quarterly-earnings. JPMorgan Chase & Co.

JPMorgan Chase & Co. to Host Earnings Call

14 Apr 21

JPMorgan Chase Commercial Banking Launches Specialized Green Economy Team

8 Apr 21

Investment data

Data from SEC filings

Top 50 of 4177 long holdings End of quarter 31 Dec 20	Value	#Shares
Ishares S&P 100 Etf	$28.26B	236.73M
SPY SPDR S&P 500 Etf Trust	$24.72B	66.11M
JAGG JPM Diversified Ret Intl Eq	$19.45B	599.57M
AAPL Apple Inc	$16.95B	127.73M
MSFT Microsoft Corp	$16.55B	74.41M
AMZN Amazon Com Inc	$12.92B	3.97M
GOOG Alphabet Inc	$10.39B	5.93M
Ishares Core Msci Emerging	$6.96B	112.26M
Vanguard Total Intl Bond Etf	$6.72B	114.75M
IBB Ishares Morningstar Large-ca	$6.67B	68.13M
TSLA Tesla Inc	$5.98B	8.47M
MA Mastercard Incorporated	$5.71B	16.01M
FB Facebook Inc	$5.31B	19.43M
TSM Taiwan Semiconductor MFG LTD	$5.27B	48.29M
STT Materials Select Sector SPDR	$5.25B	92.58M
UNH Unitedhealth Group Inc	$4.81B	13.7M
Vanguard S&P 500 Etf	$4.51B	24.75M
BMY Bristol-myers Squibb Co	$4.49B	72.35M
ADI Analog Devices Inc	$4.46B	30.19M
PYPL Paypal HLDGS Inc	$4.4B	18.77M
NEE Nextera Energy Inc	$4.27B	55.35M
TXN Texas Instrs Inc	$3.89B	23.71M
JNJ Johnson & Johnson	$3.85B	24.46M
NSC Norfolk Southn Corp	$3.79B	15.97M
BABA Alibaba Group HLDG LTD	$3.78B	16.22M
MS Morgan Stanley	$3.66B	53.35M
LLY Lilly Eli & Co	$3.63B	21.52M
KO Coca Cola Co	$3.55B	64.82M
CMCSA Comcast Corp New	$3.51B	66.96M
MELI Mercadolibre Inc	$3.51B	2.09M
HD Home Depot Inc	$3.41B	12.84M
ABBV Abbvie Inc	$3.25B	30.35M
AMD Advanced Micro Devices Inc	$3.11B	33.89M
BAC BK of America Corp	$3.06B	100.8M
PLD Prologis Inc.	$2.87B	28.83M
ETN Eaton Corp PLC	$2.86B	23.82M
NFLX Netflix Inc	$2.85B	5.28M
SE Sea LTD	$2.74B	13.78M
NVDA Nvidia Corporation	$2.71B	5.2M
HDB HDFC Bank LTD	$2.61B	36.17M
PG Procter and Gamble Co	$2.61B	18.76M
VZ Verizon Communications Inc	$2.46B	41.87M
LRCX Lam Research Corp	$2.44B	5.16M
CI Cigna Corp New	$2.44B	11.7M
TFC Truist Finl Corp	$2.43B	50.71M
MDT Medtronic PLC	$2.43B	20.71M
SWK Stanley Black & Decker Inc	$2.38B	13.34M
QCOM Qualcomm Inc	$2.33B	15.31M
HON Honeywell Intl Inc	$2.29B	10.76M
MCD Mcdonalds Corp	$2.27B	10.56M

JPMorgan Chase & Co. holdings history Holdings history

Holdings list only includes long positions. Only includes long positions.

Calendar

22 Feb 21

18 Apr 21

31 Dec 21

Financial summary

Financial statements Chart JPM financial data

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

Recent insider trades

JPM insider ownership history Insider history

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 from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

JPM institutional ownership history Ownership history

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%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Bad

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From filing 10-K 2020 FY