Company JPMorgan Chase & Co.

JPM

US46625H1005

Banks

Real-time Estimate Cboe BZX Other stock markets 10:37:19 2024-09-17 am EDT			5-day change	1st Jan Change
208.70 ^USD	+0.40%		+1.64%	+22.82%

04:35pm	Standard Motor Products Enters Into $750 Million Credit Facility	MT
Sep. 16	JPMorgan, Citi Among Big International Banks to Join Central Bank Digital Currency Trial	MT

Business description: JPMorgan Chase & Co.

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: 313,206

Sales by Activity: JPMorgan Chase & Co.

Fiscal Period: December	2019	2020	2021	2022	2023
Consumer & Community Banking	50.93B	38.96B	57.06B	51.2B	63.25B
Commercial Banking	8.69B	7.2B	10.96B	10.26B	13.58B
Corporate & Investment Bank	38.02B	46.56B	52.92B	46.74B	48.69B
Asset & Wealth Management	14.26B	13.98B	17.18B	17.62B	19.67B
Corporate Segment	1.21B	-1.24B	-3.56B	58M	7.87B
Reconciling Items	-3.06B	-3.39B	-3.66B	-3.58B	-4.26B

See all business segments

Geographical breakdown of sales: JPMorgan Chase & Co.

Fiscal Period: December	2019	2020	2021	2022	2023
North America	90.04B	90.95B	92.68B	96.73B	123B
Europe/Middle East/Africa	15.9B	16.57B	16.56B	18.76B	20.97B
Asia-Pacific	7.27B	9.29B	9.65B	10.02B	10.6B
Latin America/Caribbean	2.41B	2.74B	2.76B	3.18B	3.29B

See all geographic segments

Managers: JPMorgan Chase & Co.

Director	Title	Age	Since
Jamie Dimon CEO	Chief Executive Officer	68	04-06-30
Daniel Pinto PSD	President	62	05-12-31
Jeremy Barnum DFI	Director of Finance/CFO	51	93-12-31
Rohan Amin CTO	Chief Tech/Sci/R&D Officer	-	14-07-31
Lori Beer CTO	Chief Tech/Sci/R&D Officer	56	13-12-31

See JPMORGAN CHASE & CO. governance

Members of the board: JPMorgan Chase & Co.

Manager	Title	Age	Since
Jamie Dimon CEO	Chief Executive Officer	68	04-06-30
Steve Burke BRD	Director/Board Member	65	03-12-31
Linda Bammann BRD	Director/Board Member	68	13-09-15
Todd Combs BRD	Director/Board Member	53	16-09-18
Mellody Hobson BRD	Director/Board Member	54	18-03-20
Ginni Rometty BRD	Director/Board Member	66	20-05-18
Phebe Novakovic BRD	Director/Board Member	66	20-12-06
Alex Gorsky BRD	Director/Board Member	63	22-07-18
Alicia Boler-Davis BRD	Director/Board Member	55	23-03-19
Mark Weinberger BRD	Director/Board Member	62	Jan. 15

Composition of the Board of Directors

Shareholders: JPMorgan Chase & Co.

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 9.538 %	271,363,437	9.538 %	61 003 M $
BlackRock Advisors LLC 5.559 %	158,149,341	5.559 %	35 552 M $
STATE STREET CORPORATION 4.425 %	125,887,597	4.425 %	28 300 M $
Eaton Vance Management 2.397 %	68,208,898	2.397 %	15 333 M $
Geode Capital Management LLC 2.033 %	57,838,356	2.033 %	13 002 M $

Name	Equities	%	Valuation
HSBC Global Asset Management (USA), Inc. -	1,925,000	-	2 M $
DoubleLine Capital LP -	200,000	-	199 340 $
Goldman Sachs Asset Management International -	125,000	-	124 588 $
Symbiotics Asset Management SA (Investment Management) -	100,000	-	99 670 $

Name	Equities	%	Valuation
Franklin Templeton SinoAm Securities Investment Mgmt, Inc 0.3442 %	275,398	0.3442 %	6 M $
PIMCO Europe Ltd. 0.0841 %	67,300	0.0841 %	1 M $
Atlas Capital Advisors LLC 0.005094 %	4,075	0.005094 %	82 641 $
Thompson Investment Management, Inc. 0.003750 %	3,000	0.003750 %	60 840 $
Tucker Asset Management LLC 0.000344 %	275	0.000344 %	5 577 $

Name	Equities	%	Valuation
Mathes Co., Inc. 0.0224 %	15,200	0.0224 %	379 544 $
Capital Investment Trust Corp. 0.0183 %	12,430	0.0183 %	310 377 $
Roanoke Asset Management Corp. 0.0133 %	9,000	0.0133 %	224 730 $
Bankinter Gestión de Activos SA SGIIC 0.006345 %	4,305	0.006345 %	107 496 $
Thompson Investment Management, Inc. 0.001769 %	1,200	0.001769 %	29 964 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. -	19,000,000	-	19 M $
Virtus Fixed Income Advisers LLC -	6,264,000	-	6 M $
HSBC Global Asset Management (USA), Inc. -	4,600,000	-	5 M $
Nomura Corporate Research & Asset Management, Inc. -	3,675,000	-	4 M $
Nordea Investment Management AB -	2,182,000	-	2 M $

Name	Equities	%	Valuation
PNC Investments LLC 11.60 %	6,960,382	11.60 %	150 M $
SILVERCREST ASSET MANAGEMENT GROUP INC. 0.0927 %	55,600	0.0927 %	1 M $
Capital Investment Trust Corp. 0.0250 %	15,003	0.0250 %	323 015 $
Roanoke Asset Management Corp. 0.0193 %	11,550	0.0193 %	248 672 $
Thompson Investment Management, Inc. 0.005000 %	3,000	0.005000 %	64 590 $

Name	Equities	%	Valuation
Azimut Capital Management SGR SpA 0.4374 %	5,500,000	0.4374 %	6 M $
Adepa Asset Management SA 0.0398 %	500,000	0.0398 %	500 600 $
BNP PARIBAS ASSET MANAGEMENT Luxembourg SA 0.0358 %	450,000	0.0358 %	450 540 $
Bankinter Gestión de Activos SA SGIIC 0.0319 %	400,817	0.0319 %	401 298 $
Bluestar Investment Managers SA 0.0278 %	350,000	0.0278 %	350 420 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. -	11,125,000	-	11 M $
Scottish Widows Schroder Person Wealth (ACD) Ltd. -	3,346,000	-	3 M $
DoubleLine Capital LP -	1,565,000	-	2 M $
Metropolitan West Asset Management LLC -	920,000	-	883 375 $
TCW Investment Management Co LLC -	633,000	-	607 800 $

Name	Equities	%	Valuation
Caixa DTVM SA 0.001472 %	418,884	0.001472 %	9 M $
BB Gestão de Recursos DTVM SA 0.001062 %	302,100	0.001062 %	7 M $
Itaú Unibanco SA 0.000666 %	189,486	0.000666 %	4 M $
Bram Bradesco Asset Management S/A DTVM 0.000218 %	62,140	0.000218 %	1 M $
Safra Asset Management Ltda. 0.000196 %	55,700	0.000196 %	1 M $

Name	Equities	%	Valuation
Banor Capital Ltd. -	400,000	-	390 200 $
Ayalon Mutual Funds Ltd. -	225,000	-	219 488 $
Resources Management Corp. -	20,000	-	19 510 $
SOUTHSTATE CORPORATION -	10,000	-	9 755 $

Name	Equities	%	Valuation
Russell Investments Canada Ltd. -	0	-	- $

Name	Equities	%	Valuation
PIMCO Europe Ltd. 0.2426 %	179,500	0.2426 %	4 M $
Mathes Co., Inc. 0.0375 %	27,750	0.0375 %	614 108 $
First Merchants Bank (Muncie, Indiana) 0.0262 %	19,380	0.0262 %	428 879 $
Atlas Capital Advisors LLC 0.0162 %	12,000	0.0162 %	265 560 $
Kingfisher Capital LLC 0.0140 %	10,360	0.0140 %	229 267 $

Name	Equities	%	Valuation
Crossmark Global Holdings, Inc. 0.3759 %	278,200	0.3759 %	7 M $
Beck, Mack & Oliver LLC 0.0424 %	31,412	0.0424 %	792 211 $
AR Asset Management, Inc. 0.0405 %	30,000	0.0405 %	756 600 $
Shapiro Capital Management LLC 0.0370 %	27,400	0.0370 %	691 028 $
Estabrook Capital Management LLC 0.007162 %	5,300	0.007162 %	133 666 $

Name	Equities	%	Valuation
Capital Investment Trust Corp. 0.0278 %	10,002	0.0278 %	227 546 $
Boyd Watterson Asset Management LLC 0.000347 %	125	0.000347 %	2 844 $
Fubon Asset Management Co., Ltd. 0.000000 %	0	0.000000 %	- $

List of JPMORGAN CHASE & CO. shareholders

Holdings: JPMorgan Chase & Co.

Name	Equities	%	Valuation
VISA, INC. 15.13%	37,154,211	15.13%	10,268,309,294 $
BRIDGER AEROSPACE GROUP HOLDINGS, INC. 64.17%	202,632	64.17%	545,080 $
DWS MUNICIPAL INCOME TRUST 95.60%	3,800	95.60%	37,012 $
BLACKROCK MUNIVEST FUND, INC. 0.00%	1,536	0.00%	11,382 $
PIMCO MUNICIPAL INCOME FUND II 5.44%	687	5.44%	6,059 $
DWS STRATEGIC MUNICIPAL INCOME TRUST 100.00%	600	100.00%	6,036 $
MFS MUNICIPAL INCOME TRUST 21.25%	967	21.25%	5,396 $
MFS INVESTMENT GRADE MUNICIPAL TRUST 19.08%	372	19.08%	3,017 $
PIMCO MUNICIPAL INCOME FUND III 18.34%	343	18.34%	2,754 $
MFS HIGH INCOME MUNICIPAL TRUST 17.74%	692	17.74%	2,675 $

Company details: JPMorgan Chase & Co.

JPMorgan Chase & Co.

383 Madison Avenue

10179-0001, New York

+212 270 6000

http://www.jpmorganchase.com

Group companies: JPMorgan Chase & Co.

Name	Category and Sector
Aldermanbury Investments Ltd. Aldermanbury Investments Ltd. Financial ConglomeratesFinance Part of JPMorgan Chase & Co., Aldermanbury Investments Ltd. is a British company that provides investment services. The company is based in London, UK. Aldermanbury Investments was founded in 2000.	Financial Conglomerates
JP Morgan Financial Investments Ltd. JP Morgan Financial Investments Ltd. Finance/Rental/LeasingFinance Founded in 1979, JP Morgan Financial Investments Ltd. is a financial intermediation services provider. Part of JPMorgan Chase & Co., the company is based in London, UK.	Finance/Rental/Leasing
JPMorgan Ventures Energy (Asia) Pte Ltd. JPMorgan Ventures Energy (Asia) Pte Ltd. Wholesale DistributorsDistribution Services JPMorgan Ventures Energy (Asia) Pte Ltd. distributes petroleum and petroleum products. The company is headquartered in Singapore.	Wholesale Distributors
J.P. Morgan Advisors India Pvt Ltd.
JPMorgan Equities South Africa (Pty) Ltd. JPMorgan Equities South Africa (Pty) Ltd. Financial ConglomeratesFinance Part of JPMorgan Chase & Co., JPMorgan Equities South Africa (Pty) Ltd. is a South African company that provides brokerage services. The company is based in Johannesburg, South Africa.	Financial Conglomerates

See all subsidiaries

Other Banks

Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
JPMORGAN CHASE & CO.	+0.40%	+1.64%	+40.11%	+32.50%	591B
BANK OF AMERICA CORPORATION	+1.30%	+0.81%	+37.69%	-2.22%	303B
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED	+1.88%	+4.33%	+15.73%	-0.46%	259B
WELLS FARGO & COMPANY	+1.91%	+1.60%	+26.21%	+17.96%	183B
CHINA CONSTRUCTION BANK CORPORATION	+2.20%	+4.31%	+27.75%	-1.59%	178B
ROYAL BANK OF CANADA	-0.29%	+0.41%	+35.46%	+30.89%	174B
BANK OF CHINA LIMITED	+1.76%	+3.59%	+27.21%	+24.01%	173B
COMMONWEALTH BANK OF AUSTRALIA	+0.03%	-0.51%	+39.37%	+39.04%	161B
HSBC HOLDINGS PLC	+1.24%	+2.16%	+6.43%	+76.31%	156B
HDFC BANK LIMITED	-0.13%	+1.35%	+2.44%	+6.98%	152B
Average	+1.03%	+0.02%	+25.84%	+22.34%	233.03B
Weighted average by Cap.	+0.98%	-0.65%	+28.99%	+21.55%