JPM

JPMorgan Chase & Co

JPM.US jpmorganchase.com + Basket
CIK 0000019617
Employees 322,964
Phone 212 270 6000
Fiscal year end December
IPO Oct 06, 1978
Address 270 Park Avenue, New York, NY, United States, 10017
343.58
+4.28 (+1.26%)
USD · NYSE
52-week range
275.06
364.68
Trading at 76% of the 52-week range
Market Cap
901.05B
P/E Ratio
14.08
Forward P/E
13.11
Book Value
132.30
Div. Yield
1.83%
% Institutions
75.61%
% Insiders
0.390%

1 Year

+14.6%

3 Year

+166.4%

10 Year

+543.7%
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.

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People

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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
Ms. Jennifer A. Piepszak Chief Operating Officer 1971
Ms. Elena A. Korablina MD, Firmwide Controller & Principal Accounting Officer 1974
Ms. Lori Ann Beer Global Chief Information Officer 1968

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Apr 15, 2026 Jeremy Barnum N/A Sale 5.61K $306.55 $1.72M SEC
Apr 15, 2026 Jennifer Piepszak N/A Sale 9.14K $306.56 $2.80M SEC
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 SEC
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 SEC
Feb 19, 2026 Troy L Rohrbaugh N/A Sale 50.00K $307.11 $15.36M SEC
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 SEC
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 SEC
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 SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 206.29M Jun 30, 2026 7.77% $1.00 -0.93%
Vanguard Capital Management, LLC 161.59M Jun 30, 2026 6.08% $1.13 -2.23%
State Street Corp 125.21M Jun 30, 2026 4.71% $1.21 0.75%
Bank of America Corp 69.67M Jun 30, 2026 2.62% $1.47 6.10%
Morgan Stanley - Brokerage Accounts 67.09M Jun 30, 2026 2.53% $1.16 -2.12%
Vanguard Portfolio Management, LLC 65.82M Jun 30, 2026 2.48% $0.97 0.36%
Geode Capital Management, LLC 61.71M Jun 30, 2026 2.32% $1.07 -1.35%
NORGES BANK 36.12M Jun 30, 2026 1.36% $1.18 2.13%
Northern Trust Corp 30.68M Jun 30, 2026 1.16% $1.17 -1.74%
Capital Research Global Investors 27.75M Jun 30, 2026 1.04% $1.27 1.21%
T. Rowe Price Associates, Inc. 27.69M Jun 30, 2026 1.04% $0.91 0.72%
FMR Inc 26.30M Jun 30, 2026 0.99% $0.37 -16.34%
The Goldman Sachs Group Inc 25.30M Jun 30, 2026 0.95% $0.72 7.90%
Wells Fargo & Co 23.35M Jun 30, 2026 0.88% $1.24 1.52%
Royal Bank of Canada 22.76M Jun 30, 2026 0.86% $1.11 -4.72%
Bank of New York Mellon Corp 21.64M Jun 30, 2026 0.82% $1.16 2.56%
Dimensional Fund Advisors, Inc. 19.42M Jun 30, 2026 0.73% $1.15 2.37%
Charles Schwab Investment Management Inc 19.19M Jun 30, 2026 0.72% $0.84 0.45%
UBS Asset Mgmt Americas Inc 18.83M Jun 30, 2026 0.71% $1.12 0.72%
UBS Group AG 18.81M Jun 30, 2026 0.71% $0.78 -1.59%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard MStar Total Stk Mkt Idx Invest 84.37M 3.18% ▼ 0.92% Sep 30, 2026
2 Vanguard 500 Index Investor 69.81M 2.63% ▼ 1.93% Sep 30, 2026
3 iShares Core S&P 500 ETF 35.42M 1.33% ▼ 0.16% Sep 30, 2026
4 Fidelity 500 Index 34.78M 1.31% ▲ 0.39% Aug 31, 2026
5 State Street® SPDR® S&P 500® ETF 32.61M 1.23% ▲ 0.00% Sep 30, 2026
6 Vanguard MStar Value Index Investor 25.32M 0.95% ▼ 1.13% Sep 30, 2026
7 State Street®FinSelSectSPDR®ETF 17.99M 0.68% ▼ 0.63% Sep 30, 2026
8 Vanguard Dividend Appreciation ETF 15.04M 0.57% ▼ 0.85% Sep 30, 2026
9 Vanguard Institutional Index I 14.06M 0.53% ▼ 1.84% Sep 30, 2026
10 Vanguard High Dividend Yield ETF 10.88M 0.41% ▲ 0.29% Sep 30, 2026

Financial Highlights

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Market Cap: $901.05B
P/E Ratio: $14.08
PEG Ratio: $1.42
Book Value: $132.30
Dividend/Share: $6.15
Dividend Yield: 1.83%
Earnings/Share: $24.09
Profit Margin: 34.59%
Operating Margin: 42.58%
ROA (TTM): 1.37%
ROE (TTM): 18.01%
Revenue (TTM): $190.73B
Revenue/Share (TTM): $70.51
Earnings Growth (YOY): 9.90%
Revenue Growth (YOY): 10.20%

Valuation Metrics

Enterprise Value: $366.87B
Trailing P/E: 14.08
Forward P/E: 13.11

Shares Statistics

Shares Outstanding: 2.66B
Shares Float: 2.64B
% Insiders: 0.390%
% Institutions: 75.61%
Short % Float: 0.97%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
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

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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