JPMorgan Chase & Co

JPM
Financial Services · Banks - Diversified
357.31
+1.11 (+0.31%)
USD · NYSE

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: 320,560
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

People

Directors & Officers

Name Title Year Born
Mr. James Dimon Chairman & CEO 1956
Mr. Douglas B. Petno CEO of the Commercial & Investment Bank and Co-President 1966
Mr. Troy Larry Rohrbaugh CEO of Consumer & Community Banking and Co-President 1970
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. 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

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 15, 2026 Jeremy Barnum N/A Sale 5.61K $306.55 $1.72M
Apr 15, 2026 Jennifer Piepszak N/A Sale 9.14K $306.56 $2.80M
Mar 30, 2026 Ro Khanna N/A Purchase N/A $283.64 N/A
Mar 23, 2026 Robin Leopold N/A Sale 433.00 $295.06 $127.76K
Mar 23, 2026 Ro Khanna N/A Purchase N/A $290.16 N/A
Mar 10, 2026 Ro Khanna N/A Sale N/A $288.78 N/A
Feb 19, 2026 Robin Leopold N/A Sale 432.00 $307.14 $132.68K
Feb 19, 2026 Troy L Rohrbaugh N/A Sale 50.00K $307.11 $15.36M
Feb 19, 2026 Ro Khanna N/A Purchase N/A $308.12 N/A
Feb 18, 2026 Ro Khanna N/A Purchase N/A $309.03 N/A
Feb 17, 2026 Jeremy Barnum N/A Sale 2.89K $306.42 $886.17K
Feb 17, 2026 Ro Khanna N/A Sale N/A $306.85 N/A
Feb 17, 2026 Stacey Friedman N/A Sale 3.40K $306.40 $1.04M
Feb 10, 2026 Ro Khanna N/A Sale N/A $318.13 N/A
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 Jennifer Piepszak N/A Sale 8.57K $312.79 $2.68M

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 265.76M Dec 31, 2025 10.00% $1.24 -0.05%
BlackRock Inc 208.22M Mar 31, 2026 7.83% $1.07 -1.60%
Vanguard Capital Management, LLC 165.28M Mar 31, 2026 6.22% $1.20 0.00%
State Street Corp 124.28M Mar 31, 2026 4.68% $1.26 -0.85%
Morgan Stanley - Brokerage Accounts 68.54M Mar 31, 2026 2.58% $1.21 3.25%
Bank of America Corp 65.66M Mar 31, 2026 2.47% $1.41 15.76%
Vanguard Portfolio Management, LLC 65.58M Mar 31, 2026 2.47% $1.01 0.00%
Geode Capital Management, LLC 62.55M Mar 31, 2026 2.35% $1.14 2.09%
NORGES BANK 35.37M Dec 31, 2025 1.33% $1.22 -0.40%
FMR Inc 31.43M Mar 31, 2026 1.18% $0.49 -11.95%
Northern Trust Corp 31.22M Mar 31, 2026 1.17% $1.21 -1.43%
T. Rowe Price Associates, Inc. 27.49M Mar 31, 2026 1.03% $0.93 -1.63%
Capital Research Global Investors 27.41M Mar 31, 2026 1.03% $1.25 25.00%
Royal Bank of Canada 23.89M Mar 31, 2026 0.90% $1.23 -0.76%
The Goldman Sachs Group Inc 23.45M Mar 31, 2026 0.88% $0.79 7.67%
Wells Fargo & Co 23.00M Mar 31, 2026 0.87% $1.28 -0.37%
Bank of New York Mellon Corp 21.10M Mar 31, 2026 0.79% $1.14 -9.91%
UBS Group AG 19.11M Mar 31, 2026 0.72% $0.84 1.14%
Charles Schwab Investment Management Inc 19.10M Mar 31, 2026 0.72% $0.86 1.88%
Dimensional Fund Advisors, Inc. 18.97M Mar 31, 2026 0.71% $1.16 3.31%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 78.55M 2.95% ▼ 1.98% Jun 30, 2026
2 Vanguard 500 Index Investor 64.28M 2.42% ▼ 2.54% Jun 30, 2026
3 iShares Core S&P 500 ETF 36.98M 1.39% ▲ 0.32% Jun 30, 2026
4 Fidelity 500 Index 34.50M 1.30% ▼ 0.14% May 31, 2026
5 State Street® SPDR® S&P 500® ETF 32.38M 1.22% ▼ 1.25% Jun 30, 2026
6 Vanguard Value Index Inv 23.74M 0.89% ▲ 0.69% Jun 30, 2026
7 State Street®FinSelSectSPDR®ETF 18.24M 0.69% ▲ 1.18% Jun 30, 2026
8 State St S&P 500® Idx SL Cl I 14.24M 0.54% ▼ 1.55% Jun 30, 2026
9 Vanguard Dividend Appreciation ETF 14.09M 0.53% ▼ 0.72% Jun 30, 2026
10 Vanguard Institutional Index I 13.40M 0.50% ▼ 2.64% Jun 30, 2026

Financial Highlights

Market Cap: $949.80B
P/E Ratio: $15.32
PEG Ratio: $1.79
Book Value: $133.01
Dividend/Share: $6.00
Dividend Yield: 1.68%
Earnings/Share: $23.33
Profit Margin: 34.92%
Operating Margin: 50.39%
ROA (TTM): 1.36%
ROE (TTM): 17.79%
Revenue (TTM): $186.33B
Revenue/Share (TTM): $68.35
Earnings Growth (YOY): 46.90%
Revenue Growth (YOY): 30.40%

Valuation Metrics

Enterprise Value: $486.65B
Trailing P/E: 15.32
Forward P/E: 15.38

Shares Statistics

Shares Outstanding: 2.66B
Shares Float: 2.64B
% Insiders: 38.30%
% Institutions: 7,613.60%
Short % Float: 1.11%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$279.75B
Cost of Goods Sold
adjust
$-112.14B
Gross Profit
subtotal
$167.61B
SG&A
adjust
$-54.49B
Other Operating Expense
adjust
$-40.53B
Operating Income
subtotal
$72.60B
Other / Non-Operating Items
adjust
$-15.55B
Net Income
subtotal
$57.05B

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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