Stock Fundamentals

Company Information

Company Name
JPMorgan Chase & Co
Sector
Financial Services
Industry
Banks - Diversified
Exchange
NYSE
ISIN: US46625H1005
CIK: 0000019617
CUSIP: 16161A108
Currency: USD
Full Time Employees: 318,512
Phone: 212 270 6000
Fiscal Year End: December
IPO Date: Oct 06, 1978
Description:

JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

Address:

270 Park Avenue, New York, NY, United States, 10017

Directors & Officers

Name Title Year Born
Mr. James Dimon Chairman & CEO 1956
Mr. Jeremy Barnum Executive VP & CFO 1973
Ms. Mary Callahan Erdoes Chief Executive Officer of Asset & Wealth Management and Executive VP 1967
Mr. Daniel Eduardo Pinto Vice Chairman 1963
Mr. Troy Larry Rohrbaugh Co- CEO of Commercial & Investment Bank 1970
Mr. Todd Anthony Combs M.B.A. Head Strategic Investment Group of Security & Resiliency Initiative 1971
Eugene Davy Co-Founder & Head of Investment Banking of EMEA NA
Ms. Jennifer A. Piepszak Chief Operating Officer 1971
Ms. Elena A. Korablina MD, Firmwide Controller & Principal Accounting Officer 1974
Mr. Kevin Brunner Global Chairperson of Investment Banking and M&A NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 265.76M Dec 31, 2025 9.85% $1.24 -0.05%
BlackRock Inc 209.19M Sep 30, 2025 7.76% $1.16 1.60%
State Street Corp 125.20M Sep 30, 2025 4.64% $1.37 -0.07%
Morgan Stanley - Brokerage Accounts 65.45M Sep 30, 2025 2.43% $1.25 -2.30%
Geode Capital Management, LLC 61.28M Sep 30, 2025 2.27% $1.23 0.25%
Bank of America Corp 57.75M Sep 30, 2025 2.14% $1.24 7.20%
FMR Inc 35.70M Dec 31, 2025 1.32% $0.59 -7.84%
NORGES BANK 35.37M Dec 31, 2025 1.31% $1.22 -0.40%
Northern Trust Corp 32.36M Sep 30, 2025 1.20% $1.31 -0.56%
T. Rowe Price Associates, Inc. 29.02M Sep 30, 2025 1.08% $0.98 1.01%
Capital Research & Mgmt Co - Division 3 28.14M Sep 30, 2025 1.04% $1.43 -0.01%
Capital World Investors 24.10M Sep 30, 2025 0.89% $1.04 -0.67%
Royal Bank of Canada 23.96M Sep 30, 2025 0.89% $1.24 -47.39%
Wells Fargo & Co 23.23M Sep 30, 2025 0.86% $1.39 -1.79%
Capital Research Global Investors 23.01M Sep 30, 2025 0.85% $1.36 -2.09%
Bank of New York Mellon Corp 22.23M Sep 30, 2025 0.82% $1.26 -5.09%
The Goldman Sachs Group Inc 22.17M Sep 30, 2025 0.82% $0.86 4.85%
Ameriprise Financial Inc 20.95M Sep 30, 2025 0.78% $1.52 -4.36%
UBS Group AG 19.56M Sep 30, 2025 0.73% $0.97 -4.28%
Legal & General Group PLC 19.02M Dec 31, 2025 0.71% $1.36 0.58%

Shares Statistics

Shares Outstanding: 2.70B
Shares Float: 2.68B
% Insiders: 95.00%
% Institutions: 7,484.60%
Short % Float: 0.74%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 265.76M 9.85% ▼ 0.05% Dec 31, 2025
2 BlackRock Inc 209.19M 7.76% ▲ 1.60% Sep 30, 2025
3 State Street Corp 125.20M 4.64% ▼ 0.07% Sep 30, 2025
4 Morgan Stanley - Brokerage Accounts 65.45M 2.43% ▼ 2.30% Sep 30, 2025
5 Geode Capital Management, LLC 61.28M 2.27% ▲ 0.25% Sep 30, 2025
6 Bank of America Corp 57.75M 2.14% ▲ 7.20% Sep 30, 2025
7 FMR Inc 35.70M 1.32% ▼ 7.84% Dec 31, 2025
8 NORGES BANK 35.37M 1.31% ▼ 0.40% Dec 31, 2025
9 Northern Trust Corp 32.36M 1.20% ▼ 0.56% Sep 30, 2025
10 T. Rowe Price Associates, Inc. 29.02M 1.08% ▲ 1.01% Sep 30, 2025

Valuation Metrics

Enterprise Value: $568.25B
Trailing P/E: 14.99
Forward P/E: 14.06

Financial Highlights

Market Cap: $809.92B
P/E Ratio: $14.99
PEG Ratio: $1.69
Book Value: $126.99
Dividend/Share: $5.80
Dividend Yield: 1.89%
Earnings/Share: $20.03
Profit Margin: 33.91%
Operating Margin: 41.06%
ROA (TTM): 1.35%
ROE (TTM): 16.13%
Revenue (TTM): $168.24B
Revenue/Share (TTM): $60.59
Earnings Growth (YOY): -3.60%
Revenue Growth (YOY): 2.50%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 14.85x 1.38x 0.92x 0.74x 6.89x
2024-12-31 0.65x 2.18x 0.91x 0.74x 9.05x
2023-12-31 0.31x 1.99x 0.92x 0.76x 9.45x
2022-12-31 0.29x 1.50x 0.92x 1.77x 8.22x
2021-12-31 0.36x 1.87x 0.92x 10.73x 8.13x
2020-12-31 0.35x 1.60x 0.92x 3.60x 10.09x
2019-12-31 0.32x 1.38x 0.90x 1.67x 6.79x
2018-12-31 0.28x 1.62x 0.90x 1.94x 8.58x
2017-12-31 0.36x 1.41x 0.90x 2.59x 8.57x
2016-12-31 0.36x 1.48x 0.90x 3.52x 9.39x
2015-12-31 0.39x 1.36x 0.89x 4.11x 9.46x
2014-12-31 0.46x 2.00x 0.91x 3.89x 13.08x
2013-12-31 3.24x 2.43x 0.91x 2.85x 16.04x
2012-12-31 2.07x 2.45x 0.91x 2.62x 14.66x
2011-12-31 2.35x 2.81x 0.92x 1.97x 16.20x
2010-12-31 2.51x 2.88x 0.92x 1.94x 16.99x
2009-12-31 0.34x 3.54x 0.92x 1.06x 28.63x
2008-12-31 0.27x 2.85x 0.92x 0.08x 65.23x
2007-12-31 0.14x 3.03x 0.92x 0.51x 14.02x
2006-12-31 0.17x 2.58x 0.91x 0.53x 12.72x
2005-12-31 0.17x 2.27x 0.91x 0.46x 15.06x
2004-12-31 0.15x 2.27x 0.87x 0.42x 24.69x
2003-12-31 0.08x 4.00x 0.92x 0.90x 14.08x
2002-12-31 0.08x 5.51x 0.94x 0.18x 39.22x
2001-12-31 0.10x 4.65x 0.94x 0.12x 35.00x
2000-12-31 0.11x 4.99x 0.93x 0.32x 18.98x
1999-12-31 0.15x 2.70x 0.94x 0.55x 4.75x
1998-12-31 0.09x 2.38x 0.93x 0.43x 7.98x
1997-12-31 0.08x 3.12x 0.94x 0.43x 9.87x
1996-12-31 0.10x 3.22x 0.94x 0.33x 14.44x
1995-12-31 0.09x 2.93x 0.93x 0.42x 6.15x
1994-12-31 0.12x 3.26x 0.94x 0.50x 13.50x
1993-12-31 0.11x 2.22x 0.93x 0.56x 10.15x
1992-12-31 0.10x 2.34x 0.93x 0.29x 14.00x
1991-12-31 0.10x 3.60x 0.95x 0.04x 54.37x
1990-12-31 0.12x 3.34x 0.95x 0.08x 22.42x
1989-12-31 0.13x 3.03x 0.95x -0.09x -45.84x
1988-12-31 N/A N/A N/A N/A 0.00x
1987-12-31 N/A N/A N/A N/A 0.00x
1986-12-31 N/A N/A N/A N/A 0.00x
1985-12-31 N/A N/A N/A N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 19, 2026 Troy L Rohrbaugh N/A Sale 50.00K $307.11 $15.36M
Feb 19, 2026 Robin Leopold N/A Sale 432.00 $307.14 $132.68K
Feb 17, 2026 Jeremy Barnum N/A Sale 2.89K $306.42 $886.17K
Feb 17, 2026 Stacey Friedman N/A Sale 3.40K $306.40 $1.04M
Jan 29, 2026 Ro Khanna N/A Purchase N/A $306.18 N/A
Jan 29, 2026 David Taylor N/A Purchase N/A $306.18 N/A
Jan 28, 2026 Katie Boyd Britt N/A Sale N/A $300.89 N/A
Jan 23, 2026 Ro Khanna N/A Purchase N/A $297.95 N/A
Jan 20, 2026 Jonathan L. Jackson N/A Purchase N/A $302.41 N/A
Jan 16, 2026 Jeremy Barnum N/A Sale 2.89K $312.79 $904.90K
Jan 16, 2026 Stacey Friedman N/A Sale 3.40K $312.80 $1.06M
Jan 16, 2026 Jennifer Piepszak N/A Sale 8.57K $312.79 $2.68M
Dec 29, 2025 Markwayne Mullin N/A Purchase N/A $323.68 N/A
Dec 22, 2025 Roger Williams N/A Purchase N/A $322.97 N/A
Nov 18, 2025 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $299.32 N/A
Nov 07, 2025 Robin Leopold N/A Sale 966.00 $311.92 $301.31K
Oct 31, 2025 Lisa C. McClain N/A Sale N/A $311.47 N/A
Oct 30, 2025 Lisa C. McClain N/A Purchase N/A $309.28 N/A
Oct 30, 2025 Lisa C. McClain N/A Sale N/A $309.28 N/A
Oct 17, 2025 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $297.81 N/A

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