JPMORGAN CHASE

Delayed Nyse - 04:00 2017-08-17 pm EDT
90.65	USD		-1.56%

08/12	Rocket Companies' Subsidiary Amends Repurchase Agreement	MT
08/11	JPMORGAN CHASE & CO : Other Events, Financial Statements and Exhibits (form 8-K)	AQ
08/11	JPMorgan Head of Global Credit Markets, Guy America, to Leave Company	MT

Company

Business Summary

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%).

Managers

Name	Title	Age	Since
Jamie Dimon	Director	66	2004
Daniel Pinto	President & Chief Operating Officer	59	2022
Jeremy Barnum	Chief Financial Officer & Executive VP	48	2021
Lori Beer	Global Chief Information Officer	53	2017
Rohan Amin	Chief Information Security Officer	-	2014
Marc Badrichani	Head-Global Sales & Research	-	-
Mikael Grubb	Head-Investor Relations	-	2021
John H. Tribolati	Secretary	-	-
Carla Hassan	Chief Marketing Officer	-	-
Douglas B. Petno	Head-Natural Resources Investment Banking	55	1989

Members of the board

Name	Title	Age	Since
Jamie Dimon	Director	66	2004
James Crown	Independent Director	67	2004
Stephen Burke	Lead Independent Director	62	2021
Timothy Patrick Flynn	Independent Director	64	2012
Linda B. Bammann	Independent Director	65	2013
Michael Neal	Independent Director	68	2014
Todd Anthony Combs	Independent Director	50	2016
Mellody Hobson	Independent Director	52	2018
Virginia Rometty	Independent Director	63	2020
Phebe Novakovic	Independent Director	63	2020

Equities

	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

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%

Holdings

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

JPMorgan Chase & Co.
383 Madison Avenue
New York, NY 10179-0001

Phone : +1.212.270.6000
Fax : +1.212.270.1648
Web : http://www.jpmorganchase.com

Sector

Financials
	Banking & Investment Services
		Banking Services
			Banks
				Other Banks

Sector Other Banks

		1st jan.	Capi. (M$)
	JPMORGAN CHASE	5.05%	358 155


JPMORGAN CHASE & CO.	-22.87%	358 155
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HSBC HOLDINGS PLC	22.70%	131 634
CHINA MERCHANTS BANK CO., LTD.	-29.44%	129 545
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THE TORONTO-DOMINION BANK	-10.86%	121 879
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CITIGROUP INC.	-9.95%	105 318
HDFC BANK LIMITED	0.39%	103 669
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THE BANK OF NOVA SCOTIA	-10.23%	74 948
US BANCORP	-13.17%	72 462
PNC FINANCIAL SERVICES GROUP, INC.	-12.91%	71 620
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NATIONAL AUSTRALIA BANK LIMITED	6.73%	69 200
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Sector Other Banks

Connections : JPMorgan Chase