Stock JPM JPMORGAN CHASE & CO.
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Company JPMorgan Chase & Co.

Equities

JPM

US46625H1005

Banks

Real-time Estimate Cboe BZX
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 09:49:07 2023-10-02 am EDT 		Intraday chart for JPMorgan Chase & Co. 5-day change 1st Jan Change
144.84 USD -0.13% -0.67% +8.48%
07:10am How China-West tensions will shape global markets RE
Sep. 30 US appeals court blocks venture capital fund's grant program for Black women RE

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%).

Number of employees : 300,066

Sales per Business

USD in Million2021Weight2022Weight Delta
Consumer & Community Banking
42.7 %
50,073 41.2 % 55,017 42.7 % +9.87%
Corporate & Investment Bank
37.2 %
51,749 42.5 % 47,899 37.2 % -7.44%
Asset & Wealth Management
13.8 %
16,957 13.9 % 17,748 13.8 % +4.66%
Commercial Banking
9.0 %
10,008 8.2 % 11,533 9.0 % +15.24%
Reconciling Items
-2.8 %
-3,655 -3.0 % -3,582 -2.8 % -2.00%
Corporate
0.1 %
-3,483 -2.9 % 80 0.1 % -102.30%

Sales per region

USD in Million2021Weight2022Weight Delta
North America
75.2 %
92,678 76.2 % 96,727 75.2 % +4.37%
Europe/Middle East/Africa
14.6 %
16,561 13.6 % 18,765 14.6 % +13.31%
Asia-Pacific
7.8 %
9,654 7.9 % 10,025 7.8 % +3.84%
Latin America/Caribbean
2.5 %
2,756 2.3 % 3,178 2.5 % +15.31%

Managers

Managers TitleAgeSince
Jamie Dimon CEO
 Chief Executive Officer 67 2005
Jeremy Barnum DFI
 Director of Finance/CFO 50 2021
Daniel Pinto PSD
 President 61 2018
Marianne Lake PRN
 Corporate Officer/Principal 53 2019
Jennifer Piepszak PRN
 Corporate Officer/Principal 52 2021
Lori Beer CTO
 Chief Tech/Sci/R&D Officer 55 2017
Rohan Amin CTO
 Chief Tech/Sci/R&D Officer - 2014
Marc Badrichani SAM
 Sales & Marketing - 2004
Mikael Grubb IRC
 Investor Relations Contact - 2021
Kristin Lemkau PRN
 Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Jamie Dimon CHM
 Chairman 67 2006
Phebe Novakovic BRD
 Director/Board Member 65 2020
Alex Gorsky BRD
 Director/Board Member 62 2022
Mellody Hobson BRD
 Director/Board Member 54 2018
Stephen Burke BRD
 Director/Board Member 64 2003
Timothy Flynn BRD
 Director/Board Member 66 2012
Linda Bammann BRD
 Director/Board Member 67 2013
Michael Neal BRD
 Director/Board Member 70 2013
Todd Anthony Combs BRD
 Director/Board Member 52 2016
Ginni Rometty BRD
 Director/Board Member 65 2020

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 4,104,933,895 2,880,177,766 ( 70.16 %) 1,198,848,622 ( 29.21 %) 70.12 %
Stock B 0 2,740,375 0 0

Shareholders

NameEquities%Valuation
The Vanguard Group, Inc.
9.025 %
262,276,528 9.025 % 38 379 M $
Capital Research & Management Co. (World Investors)
2.918 %
84,803,574 2.918 % 12 409 M $
Wellington Management Co. LLP
1.145 %
33,268,037 1.145 % 4 868 M $
Norges Bank Investment Management
0.9994 %
29,042,850 0.9994 % 4 250 M $
Capital Research & Management Co. (Global Investors)
0.9956 %
28,934,081 0.9956 % 4 234 M $
Massachusetts Financial Services Co.
0.9038 %
26,264,824 0.9038 % 3 843 M $
Managed Account Advisors LLC
0.8729 %
25,368,417 0.8729 % 3 712 M $
T. Rowe Price Associates, Inc. (Investment Management)
0.5756 %
16,727,125 0.5756 % 2 448 M $
Wells Fargo Clearing Services LLC
0.5466 %
15,883,257 0.5466 % 2 324 M $
Dimensional Fund Advisors LP
0.5372 %
15,611,487 0.5372 % 2 284 M $
NameEquities%Valuation
Fidelity Management & Research Co. LLC
-
487,652,636 - 489 M $
Pacific Investment Management Co. LLC
-
406,872,978 - 408 M $
Spectrum Asset Management, Inc.
-
294,202,805 - 295 M $
Cohen & Steers Capital Management, Inc.
-
262,532,303 - 263 M $
Nuveen Asset Management LLC
-
225,646,293 - 226 M $
Dodge & Cox
-
82,280,000 - 82 M $
Franklin Advisers, Inc.
-
80,265,485 - 80 M $
Teachers Advisors LLC
-
61,466,195 - 62 M $
TIAA-CREF Investment Management LLC
-
31,957,910 - 32 M $
PIMCO Europe Ltd.
-
28,200,000 - 28 M $
NameEquities%Valuation
Caixa DTVM SA
0.001826 %
530,514 0.001826 % 8 M $
Itaú Unibanco SA
0.000928 %
269,666 0.000928 % 4 M $
BB Gestão de Recursos DTVM SA
0.000585 %
170,000 0.000585 % 2 M $
Safra Asset Management Ltda.
0.000384 %
111,500 0.000384 % 2 M $
Bram Bradesco Asset Management S/A DTVM
0.000324 %
94,060 0.000324 % 1 M $
BTG Pactual WM Gestão de Recursos Ltda.
0.000097 %
28,196 0.000097 % 411 526 $
Machado De Almeida Asset Management Ltda.
0.000082 %
23,750 0.000082 % 346 636 $
XP Allocation Asset Management Ltda.
0.000028 %
8,228 0.000028 % 120 089 $
Trio Capital Investimentos Ltda.
0.000011 %
3,062 0.000011 % 44 690 $
NameEquities%Valuation
Brookmont Capital Management LLC
-
3,000,000 - 300 M $
Wisconsin Capital Management LLC
-
2,325,000 - 232 M $
Montecito Bank & Trust (Invt Mgmt)
-
350,000 - 35 M $
NameEquities%Valuation
AR Asset Management, Inc.
0.0405 %
30,000 0.0405 % 752 700 $
Shapiro Capital Management LLC
0.0389 %
28,800 0.0389 % 722 592 $
Estabrook Capital Management LLC
0.007162 %
5,300 0.007162 % 132 977 $
Bartlett & Co. Wealth Management LLC
0.004149 %
3,070 0.004149 % 77 026 $
NameEquities%Valuation
Encompass Wealth Advisors LLC
-
0 - - $
Franklin Templeton International Services SARL
-
0 - - $
NameEquities%Valuation
Stonebridge Advisors LLC
0.5027 %
371,988 0.5027 % 7 M $
Mathes Co., Inc.
0.0531 %
39,275 0.0531 % 777 252 $
Penn Mutual Asset Management LLC
0.0270 %
20,000 0.0270 % 395 800 $
Atlas Capital Advisors LLC
0.0162 %
12,000 0.0162 % 237 480 $
Kingfisher Capital LLC
0.0135 %
10,004 0.0135 % 197 979 $
NameEquities%Valuation
DNB Asset Management AS
-
9,054,174 - 14 M $
Brighthouse Investment Advisers LLC
-
8,000,000 - 13 M $
State Board of Administration of Florida Retirement System
-
6,864,619 - 11 M $
Lord, Abbett & Co. LLC
-
5,277,545 - 8 M $
Thompson Investment Management, Inc.
-
5,025,020 - 8 M $
PIMCO Europe GmbH
-
600,000 - 941 460 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
35,273,000 - 31 M $
AXA Investment Managers (Paris) SA
-
9,281,145 - 8 M $
Calamos Advisors LLC
-
5,053,402 - 4 M $
Mairs & Power, Inc.
-
4,335,633 - 4 M $
Security Investors LLC
-
2,705,211 - 2 M $
Metropolitan West Asset Management LLC
-
928,000 - 818 180 $
TCW Investment Management Co LLC
-
730,746 - 644 270 $
Neuberger Berman Breton Hill ULC
-
381,068 - 335 972 $
Gesalcalá SA SGIIC
-
310,743 - 273 970 $
Edmond de Rothschild Mutual Fund Management Ltd.
-
200,000 - 176 332 $
NameEquities%Valuation
PGIM, Inc.
24.36 %
548,196,439 24.36 % 531 M $
American Century Investment Management, Inc.
9.398 %
211,449,010 9.398 % 205 M $
Invesco Advisers, Inc.
1.529 %
34,412,577 1.529 % 33 M $
Janus Henderson Investors US LLC
1.298 %
29,200,936 1.298 % 28 M $
Neuberger Berman Investment Advisers LLC
1.192 %
26,812,398 1.192 % 26 M $
PGIM Investments LLC
1.030 %
23,180,000 1.030 % 22 M $
PGIM Quantitative Solutions LLC
0.5646 %
12,703,948 0.5646 % 12 M $
Algebris (UK) Ltd.
0.4000 %
9,000,000 0.4000 % 9 M $
Thrivent Asset Management LLC
0.3942 %
8,868,646 0.3942 % 9 M $
SEI Investments Management Corp.
0.2920 %
6,570,624 0.2920 % 6 M $
NameEquities%Valuation
ASG Capital LLC
-
0 - - $
NameEquities%Valuation
Muzinich & Co., Inc.
0.4771 %
6,000,000 0.4771 % 6 M $
Azimut Capital Management SGR SpA
0.4659 %
5,858,242 0.4659 % 6 M $
Hermes Investment Management Ltd.
0.2140 %
2,690,590 0.2140 % 3 M $
Allianz Global Investors UK Ltd.
0.1750 %
2,200,000 0.1750 % 2 M $
360 CORA SGIIC SA
0.0515 %
647,009 0.0515 % 638 598 $
BBVA Asset Management SA SGIIC
0.0471 %
591,910 0.0471 % 584 215 $
Adepa Asset Management SA
0.0418 %
525,520 0.0418 % 518 688 $
Trea Asset Management SGIIC SA
0.0378 %
474,843 0.0378 % 468 670 $
Bluestar Investment Managers SA
0.0278 %
350,000 0.0278 % 345 450 $
Credit Suisse Gestión SGIIC SA
0.0278 %
349,376 0.0278 % 344 834 $
NameEquities%Valuation
Schroder Investment Management Ltd.
28.10 %
16,858,046 28.10 % 326 M $
The London Company of Virginia LLC
0.006292 %
3,775 0.006292 % 73 046 $
NameEquities%Valuation
Manulife Investment Management (US) LLC
-
72,829,149 - 68 M $
Principal Global Investors LLC
-
27,462,030 - 25 M $
Schroder Investment Management North America, Inc.
-
21,254,304 - 20 M $
CI Investments, Inc.
-
15,117,515 - 14 M $
Eaton Vance Management
-
14,527,579 - 13 M $
Strategic Advisers LLC
-
13,973,800 - 13 M $
Aegon USA Investment Management LLC
-
9,137,491 - 8 M $
Bessemer Investment Management LLC
-
8,366,506 - 8 M $
Victory Capital Management, Inc. (Investment Management)
-
7,265,063 - 7 M $
Virtus Fixed Income Advisers LLC
-
6,015,000 - 6 M $
NameEquities%Valuation
Bankinter Gestión de Activos SA SGIIC
0.6213 %
421,554 0.6213 % 10 M $
Federated Global Investment Management Corp.
0.2090 %
141,787 0.2090 % 3 M $
Capital Investment Trust Corp.
0.0787 %
53,408 0.0787 % 1 M $
Russell Investments Canada Ltd.
0.0346 %
23,443 0.0346 % 569 665 $
NameEquities%Valuation
Geode Capital Management LLC
-
48,977,212 - 53 M $
Allspring Global Investments LLC
-
13,222,269 - 14 M $
Marsham Investment Management LLP
-
4,000,000 - 4 M $
FIL Investment Advisors (UK) Ltd.
-
2,575,839 - 3 M $
UBS Switzerland AG (Investment Management)
-
1,416,011 - 2 M $
Kanen Wealth Management LLC
-
1,000,000 - 1 M $
Fidelity Investments Canada ULC
-
856,852 - 928 682 $
Archer Investment Corp.
-
515,827 - 559 069 $
Aramea Asset Management AG
-
28,835 - 31 252 $
NameEquities%Valuation
Guggenheim Partners Investment Management LLC
46.92 %
37,532,585 46.92 % 700 M $
Fubon Asset Management Co., Ltd.
0.4347 %
347,724 0.4347 % 6 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc
0.3509 %
280,752 0.3509 % 5 M $
Spirit of America Management Corp.
0.0960 %
76,792 0.0960 % 1 M $
North Star Investment Management Corp.
0.0550 %
44,000 0.0550 % 821 040 $
London & Capital Asset Management Ltd.
0.0500 %
40,000 0.0500 % 746 400 $
KB Asset Management Co., Ltd.
0.0245 %
19,615 0.0245 % 366 016 $
NameEquities%Valuation
PNC Investments LLC
0.004267 %
1,536 0.004267 % 31 780 $

Holdings

NameEquities%Valuation
DTF Tax-Free Income 2028 Term Fund, Inc.
61.54%
 400 61.54% 4,356 $
MFS Investment Grade Municipal Trust
25.03%
 488 25.03% 3,665 $
MFS Municipal Income Trust
25.01%
 1,138 25.01% 5,633 $
MFS High Yield Municipal Trust
23.33%
 700 23.33% 2,338 $
MFS High Income Municipal Trust
22.18%
 865 22.18% 2,941 $
KOHL'S CORPORATION
2.98%
 3,291,395 2.98% 87,682,763 $
AGIOS PHARMACEUTICALS, INC.
2.67%
 1,491,001 2.67% 40,898,157 $
EVENTBRITE, INC.
0.64%
 528,925 0.64% 5,358,010 $
FLUENCE ENERGY, INC.
0.04%
 49,393 0.04% 1,301,506 $
-.--%
 0 -.--% -

Company contact information

JPMorgan Chase & Co.

383 Madison Avenue

10179-0001, New York

+1 212 270 6000

http://www.jpmorganchase.com
address JPMorgan Chase & Co.(JPM)

Group companies

NameCategory and SectorSince
RIBBON COMMUNICATIONS INC.
Technology Services - Packaged Software
2020
Aldermanbury Investments Ltd.
Finance - Financial Conglomerates
2018
J.P. Morgan Advisors India Pvt Ltd.
-
2021
JPMorgan Equities South Africa (Pty) Ltd.
Finance - Investment Banks/Brokers
2018
JPMorgan Chase International Financing Ltd.
Finance - Investment Managers
2018
Crosby Sterling Holdings Ltd.
Finance - Financial Conglomerates
2018
JPMAM Japan Cayman Fund Ltd.
Miscellaneous - Investment Trusts/Mutual Funds
2018
JP Morgan Ltd. (London)
Finance - Investment Banks/Brokers
2018
JPMorgan Property GP Ltd.
Finance - Real Estate Development
2004

Sector

Financials
Banking & Investment Services
Banking Services
Banks
Other Banks

Sales per Business

Sales per region

Ratings for JPMorgan Chase & Co.

Trading Rating :
Investor Rating :
ESG Refinitiv :
C+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
25
Last Close Price
145.02USD
Average target price
168.16USD
Spread / Average Target
+15.96%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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