JPMorgan Chase & Co. is an American multinational financial services firm headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States and the worlds largest bank by market capitalization.
Company profile
Ticker
JPM, JPM+J, JPM+K, JPM+L, JPM+M, JPM+C
Exchange
Website
CEO
James Dimon
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
CHASE MANHATTAN CORP /DE/, CHEMICAL BANKING CORP, J P MORGAN CHASE & CO
SEC CIK
Corporate docs
Subsidiaries
Paymentech, LLC • J.P. Morgan International Finance Limited • JPMorgan Securities Japan Co., Ltd. • J.P. Morgan Capital Holdings Limited • J.P. Morgan Securities PLC • JPMorgan Chase Holdings LLC • J.P. Morgan Services India Private Limited • JPMorgan Asset Management Holdings Inc. • JPMorgan Distribution Services, Inc. • JPMorgan Asset Management International Limited ...
IRS number
132624428
JPM stock data
Latest filings (excl ownership)
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
Transcripts
JPM
Earnings call transcript
2023 Q4
12 Jan 24
JPM
Earnings call transcript
2023 Q3
13 Oct 23
JPM
Earnings call transcript
2023 Q2
14 Jul 23
JPM
Earnings call transcript
2023 Q1
1 May 23
JPM
Earnings call transcript
2023 Q1
14 Apr 23
JPM
Earnings call transcript
2022 Q4
13 Jan 23
JPM
Earnings call transcript
2022 Q3
14 Oct 22
JPM
Earnings call transcript
2022 Q2
14 Jul 22
JPM
Earnings call transcript
2022 Q1
13 Apr 22
JPM
Earnings call transcript
2021 Q4
14 Jan 22
Latest ownership filings
SC 13G/A
Seagate Technology Holdings plc
7 Mar 24
4
Troy L Rohrbaugh
22 Feb 24
4
Lori A Beer
22 Feb 24
4
Stacey Friedman
22 Feb 24
144
Notice of proposed sale of securities
22 Feb 24
144
Notice of proposed sale of securities
22 Feb 24
144
Notice of proposed sale of securities
22 Feb 24
4
JAMES DIMON
22 Feb 24
144
Notice of proposed sale of securities
22 Feb 24
4
Peter Scher
16 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 511.37 bn | 511.37 bn | 511.37 bn | 511.37 bn | 511.37 bn | 511.37 bn |
Cash burn (monthly) | (no burn) | 11.07 bn | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 62.36 bn | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 449.01 bn | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 40.6 | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2023
57.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 3286 |
Opened positions | 342 |
Closed positions | 593 |
Increased positions | 1358 |
Reduced positions | 1319 |
13F shares | Current |
---|---|
Total value | 237.66 tn |
Total shares | 1.64 bn |
Total puts | 13.28 mm |
Total calls | 8.73 mm |
Total put/call ratio | 1.5 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 272.43 mm | $46.34 tn |
STT State Street | 125.16 mm | $21.29 tn |
JPM JPMorgan Chase & Co. | 84.04 mm | $2.74 tn |
MS Morgan Stanley | 65.82 mm | $11.05 tn |
FMR | 52.61 mm | $8.95 tn |
Whalerock Point Partners | 47.80 mm | $8.13 bn |
Capital International Investors | 41.52 mm | $7.06 tn |
Wellington Management | 39.62 mm | $6.74 tn |
Capital World Investors | 34.27 mm | $5.83 tn |
T. Rowe Price | 32.10 mm | $5.46 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
22 Feb 24 | Troy L Rohrbaugh | Common Stock | Sell | Dispose S | No | No | 182.7354 | 75,000 | 13.71 mm | 166,288.794 |
22 Feb 24 | Lori A Beer | Common Stock | Sell | Dispose S | No | No | 182.7438 | 3,920 | 716.36 k | 44,996 |
22 Feb 24 | Friedman Stacey | Common Stock | Sell | Dispose S | No | No | 182.7326 | 6,030 | 1.10 mm | 59,456 |
22 Feb 24 | Dimon James | Common Stock | Sell | Dispose S | Yes | No | 182.7345 | 138,740 | 25.35 mm | 595,316 |
22 Feb 24 | Dimon James | Common Stock | Sell | Dispose S | Yes | No | 182.7339 | 138,839 | 25.37 mm | 2,932,607 |
22 Feb 24 | Dimon James | Common Stock | Sell | Dispose S | Yes | No | 182.7343 | 138,839 | 25.37 mm | 3,071,446 |
22 Feb 24 | Dimon James | Common Stock | Sell | Dispose S | Yes | No | 182.735 | 83,459 | 15.25 mm | 3,210,285 |
22 Feb 24 | Dimon James | Common Stock | Sell | Dispose S | Yes | No | 182.7351 | 84,358 | 15.42 mm | 3,708,082 |
22 Feb 24 | Dimon James | Common Stock | Sell | Dispose S | Yes | No | 182.7352 | 84,358 | 15.42 mm | 3,792,440 |
22 Feb 24 | Dimon James | Common Stock | Sell | Dispose S | Yes | No | 182.7365 | 84,358 | 15.42 mm | 3,876,798 |
News
$1000 Invested In This Stock 10 Years Ago Would Be Worth $3,100 Today
18 Mar 24
JPMorgan Uses AI To Cut Down On Manual Labor: How Dimon's Bank Leverages Tech (CORRECTED)
15 Mar 24
JP Morgan Chase Fined $350M For 'Deficient Trade Surveillance'
14 Mar 24
DeFi's New Dawn: Ethereum's Surge Sets Stage for Unprecedented Growth
13 Mar 24
Where JPMorgan Chase Stands With Analysts
13 Mar 24
Press releases
JPMorgan Chase Declares Preferred Stock Dividends
15 Mar 24
Chase Freedom® Encourages Cardmembers To Celebrate With Family, Given and Chosen, With Q2 2024 Quarterly Categories: Hotels, Restaurants and Amazon.com
15 Mar 24
Meet Atlas Obscura, The Travel Platform That Combines The Wonder Of Ripley's Believe It Or Not With The Breadth Of National Geographic's Content
14 Mar 24
J.P. Morgan Wealth Management and Entrepreneur Daniella Pierson Will Host Event to Help Women Build Financial Freedom
13 Mar 24
ETF Veteran Jon Maier Joins J.P. Morgan Asset Management
13 Mar 24