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 (40.2%): 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 (38.9%): sale of standard and specialized financial services (real estate loans, automobile loans, insurance, etc.) through a network of more than 4,790 banking agencies. The group also develops credit cards sale activity;
- asset management (13.2%): USD 3,113 billion of assets under management at the end of 2021;
- commercial banking (7.7%).
At the end of 2021, the group was managing USD 2,462.3 billion in current deposits and USD 1,077.7 billion in current loans.
Income breaks down geographically as follows: the United States (76.2%), Europe/Middle East/Africa (13.6%), Asia/Pacific (7.9%), Latin America and Caribbean Islands (2.3%).
Vote Quantity Free-Float Company-owned shares Total Float
Stock A
1
4,104,933,895
2,909,762,710
70.9%
1,172,361,505
28.6%
70.8%
Stock B
0
3,283,750
0
0.0%
0
0.0%
Shareholders JPMorgan Chase & Co. (US-1) JPMorgan Chase & Co. (US-2) JPMorgan Chase & Co. (US-3) JPMorgan Chase & Co. (BRJPMCBDR009) JPMorgan Chase & Co. (US-4) JPMorgan Chase & Co. (US-5) JPMorgan Chase & Co. (US-6) JPMorgan Chase & Co. (US-7) JPMorgan Chase & Co. (US-8) JPMorgan Chase & Co. (US-9) JPMorgan Chase & Co. (US-10) JPMorgan Chase & Co. (US-11) JPMorgan Chase & Co. (US-12) JPMorgan Chase & Co. (US-13)
Name Equities % The Vanguard Group, Inc. 257,458,554
8.77% SSgA Funds Management, Inc. 140,760,796
4.79% Capital Research & Management Co. 74,443,901
2.53% BlackRock Fund Advisors 63,532,281
2.16% Geode Capital Management LLC 49,183,010
1.67% Capital Research & Management Co. (World Investors) 45,163,645
1.54% Wellington Management Co. LLP 43,145,696
1.47% Capital Research & Management Co. (Global Investors) 36,611,171
1.25% Northern Trust Investments, Inc.(Investment Management) 34,786,756
1.18% Massachusetts Financial Services Co. 32,901,099
1.12%
Name Equities % Fidelity Management & Research Co. LLC 23,848,699
- Securian Asset Management, Inc. 7,000,000
- Thrivent Investment Management, Inc. 2,193,000
- BlackRock Advisors LLC 30,000
- Allspring Global Investments LLC 3,975,000
- Fidelity Investments Canada ULC 40,078
- Stonebridge Advisors LLC 58,969,000
- AllianceBernstein LP 8,565,000
- Mellon Investments Corp. 673,839
- Franklin Advisers, Inc. 67,470,000
-
Name Equities % UBS Asset Management (Americas) Inc. 3,481,000
- Fidelity Management & Research Co. LLC 152,903,649
- Wellington Management Co. LLP 50,000
- Glenmede Investment Management LP 500
- Cohen & Steers Capital Management, Inc. 10,946,000
- FBL Investment Management Services, Inc. 5,000
- Securian Asset Management, Inc. 2,000,000
- Sun Life Capital Management (US) LLC 1,137
- American Century Investment Management, Inc. 0
- Thrivent Investment Management, Inc. 1,614,000
-
Name Equities % Caixa DTVM SA 510,814
0.0017% Safra Asset Management Ltda. 508,500
0.0017% Itaú Unibanco SA 453,876
0.0015% Bram Bradesco Asset Management S/A DTVM 135,980
0.0005% Principal Gestão de Investimentos Ltda. 101,000
0.0003% Banco Santander Brasil SA (Private Banking) 8,000
0.0000% BTG Pactual WM Gestão de Recursos Ltda. 4,300
0.0000% Trio Capital Investimentos Ltda. 4,062
0.0000% Focus Assessoria em Investimentos Ltda. 2,900
0.0000% Credit Suisse Hedging-Griffo Wealth Management SA 1,700
0.0000%
Name Equities % Franklin Advisers, Inc. 110,000,000
4.40% Fidelity Management & Research Co. LLC 93,102,857
3.72% PGIM, Inc. 47,100,000
1.88% Stonebridge Advisors LLC 33,532,000
1.34% Pacific Investment Management Co. LLC 21,575,000
0.86% Invesco Capital Management LLC 20,757,000
0.83% BlackRock Financial Management, Inc. 19,470,000
0.78% Manulife Investment Management (US) LLC 15,168,000
0.61% Invesco Advisers, Inc. 11,470,000
0.46% Nuveen Asset Management LLC 10,000,000
0.40%
Name Equities % UBS Asset Management (Americas) Inc. 1,015,000
- Fidelity Management & Research Co. LLC 16,321,000
- Federated MDTA LLC 10,000
- Lord, Abbett & Co. LLC 13,840,000
- HSBC Global Asset Management (USA), Inc. 1,925,000
- Dodge & Cox 73,080,000
- Cohen & Steers Capital Management, Inc. 154,333,000
- Eaton Vance Management 13,953,000
- Tocqueville Asset Management LP 390,000
- Russell Investment Management LLC 300,000
-
Name Equities % BlackRock Fund Advisors 4,434,187
7.78% Invesco Capital Management LLC 3,472,226
6.09% Cohen & Steers Capital Management, Inc. 1,170,557
2.05% Global X Management Co. LLC 655,063
1.15% SSgA Funds Management, Inc. 454,459
0.80% Crossmark Global Investments, Inc. 248,289
0.44% Invesco Advisers, Inc. 155,695
0.27% First Trust Advisors LP 141,078
0.25% Sonora Investment Management LLC 126,748
0.22% Bramshill Investments LLC 106,539
0.19%
Name Equities % BlackRock Fund Advisors 3,578,393
7.78% Invesco Capital Management LLC 2,884,204
6.27% Cohen & Steers Capital Management, Inc. 655,616
1.43% Global X Management Co. LLC 527,304
1.15% SSgA Funds Management, Inc. 366,757
0.80% Everett Harris & Co. 205,000
0.45% First Trust Advisors LP 142,402
0.31% Invesco Advisers, Inc. 124,341
0.27% Fidelity Management & Research Co. LLC 50,000
0.11% Shapiro Capital Management LLC 40,075
0.087%
Name Equities % Fidelity Management & Research Co. LLC 0
- PGIM, Inc. 0
- HSBC Global Asset Management (USA), Inc. 0
- Wellington Management Co. LLP 0
- Glenmede Investment Management LP 0
- PPM America, Inc. 0
- Cohen & Steers Capital Management, Inc. 0
- Artisan Partners LP 0
- Newfleet Asset Management LLC 0
- LSV Asset Management 0
-
Name Equities % BlackRock Fund Advisors 5,322,587
7.84% Invesco Capital Management LLC 4,480,563
6.60% Global X Management Co. LLC 1,210,529
1.78% Cohen & Steers Capital Management, Inc. 802,854
1.18% SSgA Funds Management, Inc. 422,133
0.62% Fidelity Management & Research Co. LLC 290,000
0.43% Spectrum Asset Management, Inc. 233,270
0.34% Stonebridge Advisors LLC 170,186
0.25% Vident Investment Advisory LLC 141,216
0.21% First Trust Advisors LP 127,895
0.19%
Name Equities % BlackRock Fund Advisors 5,805,088
7.84% Invesco Capital Management LLC 4,357,174
5.89% Global X Management Co. LLC 1,312,431
1.77% Cohen & Steers Capital Management, Inc. 756,101
1.02% SSgA Funds Management, Inc. 460,395
0.62% Deka Investment GmbH 410,000
0.55% Sonora Investment Management LLC 268,115
0.36% Crossmark Global Investments, Inc. 257,340
0.35% Fidelity Management & Research Co. LLC 181,000
0.24% Vident Investment Advisory LLC 154,016
0.21%
Name Equities % BlackRock Fund Advisors 4,706,779
7.84% Invesco Capital Management LLC 4,343,250
7.24% Global X Management Co. LLC 885,643
1.48% Bramshill Investments LLC 536,272
0.89% Teachers Advisors LLC 450,000
0.75% Fidelity Management & Research Co. LLC 422,900
0.70% SSgA Funds Management, Inc. 373,293
0.62% Eaton Vance Management 280,000
0.47% TIAA-CREF Investment Management LLC 208,000
0.35% Schroder Investment Management North America, Inc. 114,150
0.19%
Name Equities % BlackRock Fund Advisors 5,805,089
7.84% Invesco Capital Management LLC 5,268,611
7.12% Pacific Investment Management Co. LLC 1,379,000
1.86% Guggenheim Partners Investment Management LLC 1,204,000
1.63% Global X Management Co. LLC 1,093,553
1.48% SSgA Funds Management, Inc. 460,395
0.62% Cohen & Steers Capital Management, Inc. 310,738
0.42% Fidelity Management & Research Co. LLC 291,000
0.39% Stonebridge Advisors LLC 228,455
0.31% Eaton Vance Management 200,000
0.27%
Name Equities % BlackRock Fund Advisors 6,275,826
7.84% Invesco Capital Management LLC 5,639,840
7.05% Global X Management Co. LLC 1,182,652
1.48% Stonebridge Advisors LLC 975,502
1.22% Cohen & Steers Capital Management, Inc. 972,801
1.22% SSgA Funds Management, Inc. 497,718
0.62% Pacific Investment Management Co. LLC 325,000
0.41% Flaherty & Crumrine, Inc. 296,800
0.37% Franklin Templeton SinoAm Securities Investment Mgmt, Inc 274,930
0.34% Fidelity Management & Research Co. LLC 241,175
0.30%
Name Equities % Valuation
JCET GROUP CO., LTD. (600584)
7,137,809
0.40%
26,719,603 USD
FOCALTECH SYSTEMS CO., LTD. (3545)
2,768,303
1.28%
6,851,190 USD
LANNETT COMPANY, INC. (LCI)
109,037
0.25%
63,241 USD
MFS MUNICIPAL INCOME TRUST VRP
1,138
25.0%
6,578 USD
MFS HIGH INCOME MUNICIPAL TRUST
975
25.0%
3,978 USD
IMH FINANCIAL CORP PFCV SER B2
5,595,148
100.0%
56 USD
IMH FINANCIAL CORP PFCV SER B3
2,352,941
100.0%
24 USD
IMH FINANCIAL CORP PFCV SER B4
1,875,000
100.0%
19 USD
IMH FINANCIAL CORPORATION
873,378
33.5%
9 USD
BLACKROCK MUNIVEST FD INC VRDP W7
2,438
100.0%
0 USD
Company contact information
Connections : JPMorgan Chase