Company profile

Ticker
JPM, JPM+J, JPM+C
Exchange
CEO
James Dimon
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Former names
CHASE MANHATTAN CORP /DE/, 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 4231 long holdings
End of quarter 30 Sep 20
Value
 
#Shares
 
$28.58B 231.14M
$24.16B 72.7M
$17.04B 651.11M
$14.8B 71.4M
$14.21B 124.57M
$12.19B 3.88M
$8.42B 5.74M
Vanguard Total Intl Bond Etf
$7.15B 122.76M
$5.85B 21.14M
$5.71B 61.02M
$5.19B 15.42M
$5.11B 63.53M
$4.88B 83.42M
$4.81B 18.37M
$4.75B 11.34M
$4.75B 33.57M
$4.57B 15.04M
$4.11B 14.51M
$3.98B 66.36M
$3.83B 14.08M
$3.7B 19.01M
$3.57B 21.65M
$3.46B 23.56M
$3.38B 6.38M
$3.25B 15.08M
$3.1B 37.94M
$3.04B 26.04M
$3.03B 22.09M
$3.03B 65.59M
$3.02B 12.22M
$2.82B 28.35M
$2.76B 18.84M
$2.74B 5.56M
$2.67B 54.64M
$2.65B 111.59M
$2.64B 44.56M
$2.54B 29.19M
$2.43B 2.24M
$2.41B 35.06M
$2.39B 23.63M
$2.37B 50.25M
$2.33B 28.45M
$2.29B 41.91M
$2.29B 10.46M
$2.08B 4.79M
$2.08B 13.41M
$2.08B 12.63M
$2.05B 8.27M
$1.92B 11.86M
$1.89B 3.41M
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Nov 20
3 Dec 20
31 Dec 20

News

Quarter (USD) Sep 20 Jun 20 Mar 20 Sep 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
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.

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
24 Nov 20 Lake Marianne Common Stock Sell Dispose S Yes 120.01 15,808 1.9M 63,420
26 Oct 20 Jennifer Piepszak Common Stock Sell Dispose S Yes 101.109 3,297 333.36K 6,212
26 Oct 20 Nicole Giles Common Stock Sell Dispose S Yes 100.9763 2,281 230.33K 7,718
25 Oct 20 Lori A Beer Common Stock Payment of exercise Dispose F No 103.69 5,928 614.67K 29,369
25 Oct 20 Lori A Beer Common Stock Option exercise Aquire M No 0 11,138 0 35,297
25 Oct 20 Lori A Beer RSU Common Stock Option exercise Dispose M No 0 11,138 0 0
25 Oct 20 Jennifer Piepszak Common Stock Payment of exercise Dispose F No 103.69 3,458 358.56K 9,509
25 Oct 20 Jennifer Piepszak Common Stock Option exercise Aquire M No 0 6,497 0 12,967
25 Oct 20 Jennifer Piepszak RSU Common Stock Option exercise Dispose M No 0 6,497 0 0
25 Oct 20 Nicole Giles Common Stock Payment of exercise Dispose F No 103.69 2,365 245.23K 9,999
68.7% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 2632 2673 -1.5%
Opened positions 114 212 -46.2%
Closed positions 155 149 +4.0%
Increased positions 1200 1327 -9.6%
Reduced positions 1065 929 +14.6%
13F shares
Current Prev Q Change
Total value 201.68B 198.86B +1.4%
Total shares 2.09B 2.11B -0.7%
Total puts 43.82M 46.68M -6.1%
Total calls 35.41M 34.16M +3.6%
Total put/call ratio 1.2 1.4 -9.4%
Largest owners
Shares Value Change
Vanguard 242.56M $23.35B +4.5%
BLK Blackrock 194.07M $18.68B -1.7%
STT State Street 135.13M $13.01B -1.6%
Capital World Investors 74.77M $7.2B +2.6%
BAC Bank Of America 58.42M $5.62B -9.8%
Wellington Management 56.35M $5.42B +22.9%
Geode Capital Management 43.91M $4.22B +0.1%
NTRS Northern Trust 42.44M $4.09B -1.3%
MS Morgan Stanley 37.16M $3.58B -1.3%
FMR 36.77M $3.54B -11.7%
Largest transactions
Shares Bought/sold Change
BRK.A Berkshire Hathaway Inc. - 967.27K -21.24M -95.6%
Vanguard 242.56M +10.54M +4.5%
Wellington Management 56.35M +10.51M +22.9%
BEN Franklin Resources 26.63M +7.34M +38.1%
Capital Research Global Investors 23.62M +6.91M +41.4%
BAC Bank Of America 58.42M -6.36M -9.8%
FMR 36.77M -4.88M -11.7%
Nordea Investment Management Ab 4.55M -4.44M -49.3%
BLK Blackrock 194.07M -3.41M -1.7%
D. E. Shaw & Co. 2.52M -3.1M -55.2%
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
8th grade Bad
New words: Affectedsegment, appointed, burden, Burke, Daniel, DOJ, DPA, ease, false, footnote, forthcoming, Gordon, gradually, greenhouse, horizon, Infection, intensity, lawsuit, Lee, lose, markdown, misleading, nonparticipation, Novakovic, NSFR, onset, outlined, paydown, Phebe, Pinto, proposed, Prosecution, ProtectionProgram, publicly, published, racial, Raymond, reclassification, Smith, solution, Stephen, succeeding, unchanged, unlawful, vast, victim, wire
Removed: cooperate, expire, implementing, monopolization, Sherman, silver, Tradeweb