Business description: JPMorgan Chase

JPMorgan Chase & Co. is one of the biggest banking groups in the world. Revenues (including intragroup) break down by activity as follows:

- investment and market banking (42.3%): consulting for mergers-acquisitions and restructuring, capital increases, investment capital, active on the stock, bond, and derived product markets, stock market brokerage, etc.;

- retail banking (41%): sale of standard and specialized financial services (real estate loans, automobile loans, insurance, etc.) through a network of more than 5,083 banking agencies. The group also develops credit cards sale activity;

- asset management (13%): USD 4,791 billion of assets under management at the end of 2025;

- commercial banking (3,7%).

At the end of 2025, the group was managing USD 2,559.3 billion in current deposits and USD 1,467.7 billion in current loans.

Revenues are distributed geographically as follows: the United States (76.6%), Europe/Middle East/Africa (13.4%), Asia/Pacific (7.7%), Latin America and Carribean (2.3%).

Sales by Activity: JPMorgan Chase

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Commercial and Investment Bank

- - - 69.35B 75.84B

Corporate & Investment Bank

52.92B 46.74B 48.69B - -

Consumer & Community Banking

57.06B 51.2B 63.25B 61.53B 64.54B

Asset & Wealth Management

17.18B 17.62B 19.67B 21.65B 23.98B

Corporate Segment

-3.56B 58M 7.87B 17.38B 7.02B

Unallocated Fully Taxable-Equivalent Adjustments

-3.66B -3.58B -4.26B -3.04B -3.13B

Commercial Banking

10.96B 10.26B 13.58B - -

Geographical breakdown of sales: JPMorgan Chase

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

North America

92.68B 96.73B 123B 139B 140B

Europe/Middle East/Africa

16.56B 18.76B 20.97B 22.35B 24.48B

Asia-Pacific

9.65B 10.02B 10.6B 12B 14.06B

Latin America/Caribbean

2.76B 3.18B 3.29B 3.88B 4.22B

Executive Committee: JPMorgan Chase

Manager TitleAgeSince
Chief Executive Officer 70 2005-12-30
Director of Finance/CFO 53 2021-05-17
President 55 2026-06-24
President 60 2026-06-24
Director of Finance/CFO 55 2019-04-30

Composition of the Board of Directors: JPMorgan Chase

Director TitleAgeSince
Chairman 70 2006-12-30
Director/Board Member 67 2003-12-31
Director/Board Member 70 2013-09-15
Director/Board Member 57 2018-03-20
Director/Board Member 68 2020-05-18
Director/Board Member 68 2020-12-06
Director/Board Member 65 2022-07-18
Director/Board Member 57 2023-03-19
Director/Board Member 64 2024-01-15
Director/Board Member 62 2025-01-20

Shareholders: JPMorgan Chase

NameStocks%Valuation
Vanguard Capital Management LLC
6.079 %
161,586,023 6.079 % 53 458 M $
BlackRock Advisors LLC
5.967 %
158,617,789 5.967 % 52 476 M $
4.71 %
125,209,293 4.71 % 41 423 M $
Merrill Lynch International
2.621 %
69,666,753 2.621 % 23 048 M $
Eaton Vance Management
2.524 %
67,092,426 2.524 % 22 196 M $
NameStocks%Valuation
PNC Wealth Management LLC
8.14 %
6,511,701 8.14 % 103 M $
PIMCO Europe Ltd.
0.0782 %
62,600 0.0782 % 989 706 $
Kelleher Financial Advisors LLC
0.008716 %
6,973 0.008716 % 110 243 $
Amundi Asset Management US, Inc.
0.003824 %
3,059 0.003824 % 48 363 $
Thompson Investment Management, Inc.
0.00375 %
3,000 0.00375 % 47 430 $
NameStocks%Valuation
ORG Partners LLC
0.0545 %
37,000 0.0545 % 802 900 $
Mathes Co., Inc.
0.0254 %
17,200 0.0254 % 373 240 $
Capital Investment Trust Corp.
0.0183 %
12,419 0.0183 % 269 492 $
Old Point Trust & Financial Services, NA
0.009433 %
6,400 0.009433 % 138 880 $
Bankinter Gestión de Activos SA SGIIC
0.006352 %
4,310 0.006352 % 93 527 $
NameStocks%Valuation
VIMA LLC
0.0822 %
49,335 0.0822 % 830 308 $
Capital Investment Trust Corp.
0.0136 %
8,136 0.0136 % 136 929 $
McMillan Office, Inc.
0.006667 %
4,000 0.006667 % 67 320 $
Thompson Investment Management, Inc.
0.005 %
3,000 0.005 % 50 490 $
Russell Investments Canada Ltd.
0.003567 %
2,140 0.003567 % 36 016 $
NameStocks%Valuation
Azimut (DIFC) Ltd.
0.159 %
2,000,000 0.159 % 2 M $
Federated Hermes Ltd.
0.0334 %
420,000 0.0334 % 422 268 $
CCLA Investment Management Ltd.
0.0326 %
410,000 0.0326 % 412 214 $
Alos Intermediación, Agencia de Valores, S.A.
0.0319 %
401,634 0.0319 % 403 803 $
Azimut Investment Management Singapore Ltd.
0.0318 %
400,000 0.0318 % 402 160 $
NameStocks%Valuation
Caixa DTVM SA
0.000981 %
260,654 0.000981 % 9 M $
Itaú Unibanco Asset Management Ltda.
0.000495 %
131,556 0.000495 % 4 M $
BB Gestão de Recursos DTVM SA
0.000488 %
129,700 0.000488 % 4 M $
Bank of America Merrill Lynch Banco Multiplo SA
0.000211 %
56,071 0.000211 % 2 M $
Credit Suisse Hedging-Griffo Wealth Management SA
0.000198 %
52,610 0.000198 % 2 M $
NameStocks%Valuation
Resources Management Corp.
-
20,000 - 19 888 $
NameStocks%Valuation
PIMCO Europe Ltd.
0.2311 %
171,000 0.2311 % 3 M $
Atlas Capital Advisors, Inc.
0.0162 %
12,000 0.0162 % 204 960 $
Capital Investment Trust Corp.
0.0135 %
9,993 0.0135 % 170 680 $
McMillan Office, Inc.
0.0108 %
8,000 0.0108 % 136 640 $
Estabrook Capital Management LLC
0.009459 %
7,000 0.009459 % 119 560 $
NameStocks%Valuation
ORG Partners LLC
0.0991 %
73,300 0.0991 % 2 M $
Cascades Capital Asset Management LLC
0.0622 %
46,020 0.0622 % 1 M $
WhaleRock Point Partners LLC
0.0622 %
46,000 0.0622 % 1 M $
AR Asset Management, Inc.
0.0581 %
43,000 0.0581 % 977 390 $
Beck, Mack & Oliver LLC
0.0193 %
14,312 0.0193 % 325 312 $
NameStocks%Valuation
Franklin Templeton SinoAm Securities Investment Mgmt, Inc.
0.0972 %
34,978 0.0972 % 614 913 $
First Command Advisory Services, Inc.
0.004756 %
1,712 0.004756 % 30 097 $

Holdings: JPMorgan Chase

NameStocks%Valuation
123,0000.2% 503 270 $
7,1780% 73 646 $

Company details: JPMorgan Chase

JPMorgan Chase & Co.

270 Park Avenue

10017, New York

+212 270 6000

http://www.jpmorganchase.com
address JPMorgan Chase

Group companies: JPMorgan Chase

NameCategory and Sector
Financial Conglomerates
Investment Managers
Packaged Software
JPMorgan Asset Management Luxembourg SA
CMDB II

Other Banks

Change 5-day change 1-year change 3-year change Capi.($)
+0.40%+0.30%+14.43%+135.42% 894B
-1.43%-4.55%+19.55%+93.72% 428B
-1.94%-2.30%+10.49%+132.69% 380B
+0.59%-1.20%-0.04%+94.15% 354B
+0.57%-0.96%+23.98%+118.57% 335B
-0.83%-3.18%+35.11%+118.57% 322B
-0.63%-4.79%+36.94%+121.97% 313B
-0.30%+1.35%+37.76%+154.73% 280B
+0.72%+0.31%-1.04%+106.13% 249B
Average -0.32%-0.00%+19.69%+119.55% 394.95B
Weighted average by Cap. -0.06%-0.06%+18.69%+121.17%
Trader
Investor
-
Global
-
Quality
ESG MSCI
-
MarketScreener Ratings - JPMorgan Chase