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+L, JPMML, 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

Pinnacle Financial Partners • Citigroup • Wells Fargo & Co. • U.S. Bancorp. • PNC Financial Services • Shinhan Financial • Capital One Financial • Bank Of America • HSBC USA • Regions Financial ...

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

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Analyzing JPMorgan Chase's Unusual Options Activity

3 Aug 21

On Tuesday, shares of JPMorgan Chase (NYSE:JPM) saw unusual options activity. After the option alert, the stock price moved down to $151.06.

Unusual Options Activity Insight: JPMorgan Chase

2 Aug 21

JPMorgan Chase (NYSE:JPM) shares experienced unusual options activity on Monday. The stock price moved up to $152.4 following the option alert.

Understanding JPMorgan Chase's Unusual Options Activity

30 Jul 21

JPMorgan Chase (NYSE:JPM) shares experienced unusual options activity on Friday. The stock price moved down to $151.98 following the option alert.

Understanding JPMorgan Chase's Unusual Options Activity

29 Jul 21

Morgan Stanley Maintains Underweight on JPMorgan Chase, Raises Price Target to $166

29 Jul 21

Press releases

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New LinkedIn Live series with Soledad O'Brien to deliver career tips and opportunities to early- and mid-career Black professionals

3 Aug 21

JPMorgan Chase leaders will showcase career paths at the firm and advice on how to achieve lasting professional success Starting today, the Advancing Black Pathways (ABP) Careers Series by JPMorgan Chase, will deliver

Chase Ultimate Rewards® Adds Air Canada Aeroplan Loyalty Program to its Lineup of Point Transfer Partners

3 Aug 21

Chase and Air Canada also announce an exclusive waitlist bonus for the soon to launch Aeroplan U.S. Credit Card WILMINGTON, Del. and MONTREAL, Aug. 3, 2021 /CNW/ - Today Chase, the largest U.S. co-brand card issuer

Chase Ultimate Rewards® Adds Air Canada Aeroplan Loyalty Program to its Lineup of Point Transfer Partners

3 Aug 21

Chase and Air Canada also announce an exclusive waitlist bonus for the soon to launch Aeroplan U.S. Credit Card Today Chase, the largest U.S. co-brand card issuer and Air Canada, Canada's largest airline and a

ATTENTION NORTHSTAR FINANCIAL SERVICES (BERMUDA) INVESTORS: The Securities Arbitration Law Firm of KlaymanToskes Commences Investigation of Potential Claims on Behalf of J.P. MORGAN SECURITIES CUSTOMERS

2 Aug 21

JPMorgan Chase Files Form 10-Q for the Quarter Ended June 30, 2021

2 Aug 21

Investment data

Data from SEC filings

Top 50 of 4470 long holdings End of quarter 31 Mar 21	Value	#Shares
JAGG JPM Diversified Ret Intl Eq	$28.3B	825.29M
Ishares S&P 100 Etf	$26.91B	217.62M
SPY SPDR S&P 500 Etf Trust	$25.76B	65.01M
MSFT Microsoft Corp	$18.5B	78.48M
AAPL Apple Inc	$15.56B	127.42M
GOOG Alphabet Inc	$14.3B	6.92M
AMZN Amazon Com Inc	$13.49B	4.36M
Ishares Core Msci Emerging	$7.85B	122.33M
Vanguard Total Intl Bond Etf	$7.31B	127.89M
IBB Ishares Morningstar Value Etf	$6.62B	64.08M
STT Materials Select Sector SPDR	$6.48B	109.15M
FB Facebook Inc	$6.39B	21.71M
MA Mastercard Incorporated	$6.34B	17.82M
UNH Unitedhealth Group Inc	$5.08B	13.65M
ADI Analog Devices Inc	$4.92B	31.71M
BMY Bristol-myers Squibb Co	$4.8B	76.04M
NSC Norfolk Southn Corp	$4.62B	17.19M
Vanguard S&P 500 Etf	$4.59B	24.05M
NEE Nextera Energy Inc	$4.51B	59.62M
TXN Texas Instrs Inc	$4.33B	22.9M
TSLA Tesla Inc	$4.29B	6.42M
TSM Taiwan Semiconductor MFG LTD	$4.27B	36.12M
MS Morgan Stanley	$4.27B	54.99M
JNJ Johnson & Johnson	$4.24B	25.81M
BAC BK of America Corp	$4.09B	105.78M
CMCSA Comcast Corp New	$3.84B	71.03M
ABBV Abbvie Inc	$3.64B	33.66M
KO Coca Cola Co	$3.59B	68.15M
PYPL Paypal HLDGS Inc	$3.59B	14.78M
DE Deere & Co	$3.56B	9.51M
ETN Eaton Corp PLC	$3.51B	25.4M
SE Sea LTD	$3.45B	15.47M
HD Home Depot Inc	$3.32B	10.89M
LLY Lilly Eli & Co	$3.24B	17.33M
LRCX Lam Research Corp	$3.22B	5.41M
TFC Truist Finl Corp	$3.16B	54.16M
PLD Prologis Inc.	$3.15B	29.7M
MELI Mercadolibre Inc	$2.85B	1.94M
RTX Raytheon Technologies Corp	$2.82B	36.5M
MCD Mcdonalds Corp	$2.81B	12.55M
AMD Advanced Micro Devices Inc	$2.81B	35.81M
CI Cigna Corp New	$2.81B	11.62M
LOW Lowes Cos Inc	$2.77B	14.59M
HDB HDFC Bank LTD	$2.77B	35.7M
BABA Alibaba Group HLDG LTD	$2.76B	12.16M
BKNG Booking Holdings Inc	$2.74B	1.18M
PG Procter and Gamble Co	$2.73B	20.17M
COP Conocophillips	$2.72B	51.26M
SCHW Schwab Charles Corp	$2.7B	41.4M
MDT Medtronic PLC	$2.67B	22.61M

JPMorgan Chase & Co. holdings history Holdings history

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

Calendar

2 Aug 21

4 Aug 21

31 Dec 21

Financial summary

Financial statements Chart JPM financial data

Quarter (USD)	Jun 21	Mar 21	Dec 20	Sep 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)	705.42B	705.42B	705.42B	705.42B	705.42B	705.42B
Cash burn (monthly)	1.88B	(positive/no burn)	(positive/no burn)	(positive/no burn)	(positive/no burn)	6.09B
Cash used (since last report)	2.2B	n/a	n/a	n/a	n/a	7.12B
Cash remaining	703.22B	n/a	n/a	n/a	n/a	698.3B
Runway (months of cash)	373.3	n/a	n/a	n/a	n/a	114.7

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
30 Jul 21	Leopold Robin	Common Stock	Payment of exercise	Dispose F	No	No	152.435	2,947	449.23K	9,854
30 Jul 21	Leopold Robin	Common Stock	Option exercise	Aquire M	No	No	46.58	4,185	194.94K	12,801
30 Jul 21	Leopold Robin	Stock Appreciation Rights Common Stock	Option exercise	Dispose M	No	No	46.58	4,185	194.94K	0
20 Jul 21	Dimon James	Stock Appreciation Rights Common Stock	Grant	Aquire A	No	No	148.73	1,500,000	223.09M	1,500,000
14 Jul 21	Erdoes Mary E.	Common Stock	Sell	Dispose S	No	Yes	154.7813	17,387	2.69M	512,189
30 Jun 21	Burke Stephen B	Common Stock	Grant	Aquire A	No	No	155.54	329.497	51.25K	157,639.921
30 Jun 21	FLYNN Timothy Patrick	Common Stock	Grant	Aquire A	No	No	155.54	249.132	38.75K	48,087.763

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

Institutional ownership Q1 2021

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.

70.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	3010	2956	+1.8%
Opened positions	200	423	-52.7%
Closed positions	146	135	+8.1%
Increased positions	1239	1225	+1.1%
Reduced positions	1292	1088	+18.8%

13F shares	Current	Prev Q	Change
Total value	322.11B	274.27B	+17.4%
Total shares	2.12B	2.16B	-1.9%
Total puts	33.79M	45.83M	-26.3%
Total calls	28.97M	39.9M	-27.4%
Total put/call ratio	1.2	1.1	+1.6%

Largest owners	Shares	Value	Change
Vanguard	263.07M	$40.05B	+8.1%
BLK Blackrock	198.36M	$30.2B	+3.0%
STT State Street	141.9M	$21.6B	+4.8%
Capital World Investors	79.44M	$12.09B	-1.7%
BAC Bank Of America	56.82M	$8.65B	+8.8%
Wellington Management	56M	$8.53B	-3.9%
FMR	47.25M	$7.19B	+22.9%
Geode Capital Management	45.44M	$6.9B	+2.1%
Capital Research Global Investors	45.4M	$6.91B	+20.4%
NTRS Northern Trust	40.34M	$6.14B	-2.1%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	0	-27.56M	EXIT
Vanguard	263.07M	+19.66M	+8.1%
Dodge & Cox	1.2M	-10.95M	-90.1%
FMR	47.25M	+8.79M	+22.9%
TROW T. Rowe Price	22.27M	-8.02M	-26.5%
D1 Capital Partners	0	-7.97M	EXIT
Capital Research Global Investors	45.4M	+7.69M	+20.4%
Viking Global Investors	874.42K	-7.58M	-89.7%
STT State Street	141.9M	+6.55M	+4.8%
BEN Franklin Resources	20.63M	-6.48M	-23.9%

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	8th grade Avg

New words: Barnum, Brazilian, Campbell, CMT, construction, COO, deprecation, ESG, falling, head, hiring, Jennifer, Jeremy, KK, Lake, launching, LL, Marianne, messaging, MM, NII, Nutmeg, OpenInvest, outpacing, overdraft, Piepszak, preservation, President, reassessed, reopened, resource, stake, successor, timberland, YTD

Removed: attachment, Brexit, concentration, cycle, deploy, expansion, freezing, Implementation, obtain, PPPL, provisional, revision

From filing 10-Q 2021 Q2