JPMorgan Chase & Co. (JPM)

Company Profile

JPMorgan Chase & Co. is an American multinational financial services firm headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States and the worlds largest bank by market capitalization.

Company profile

Ticker

JPM, JPM+J, JPM+K, JPM+L, JPM+M, JPM+C

Exchange

NYSE

Website

www.jpmorganchase.com/

CEO

James Dimon

Incorporated

Delaware

Location

New York

Fiscal year end

Dec 31

Sector

Finance and Insurance > Commercial Banking

Industry (SIC)

National Commercial Banks

Citigroup • U.S. Bancorp. • PNC Financial Services • Capital One Financial • Shinhan Financial • HSBC USA • Regions Financial • Keycorp • Santander Holdings USA • Comerica ...

Former names

CHASE MANHATTAN CORP /DE/, CHEMICAL BANKING CORP, J P MORGAN CHASE & CO

SEC CIK

0000019617

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Paymentech, LLC • J.P. Morgan International Finance Limited • JPMorgan Securities Japan Co., Ltd. • J.P. Morgan Capital Holdings Limited • J.P. Morgan Securities PLC • JPMorgan Chase Holdings LLC • J.P. Morgan Services India Private Limited • JPMorgan Asset Management Holdings Inc. • JPMorgan Distribution Services, Inc. • JPMorgan Asset Management International Limited ...

IRS number

132624428

JPM stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$180.60

Low target

$165.00

High target

$227.00

Latest filings (excl ownership)

View all

424B2

Prospectus for primary offering

29 Sep 23

424B2

Prospectus for primary offering

29 Sep 23

424B2

Prospectus for primary offering

29 Sep 23

424B2

Prospectus for primary offering

29 Sep 23

424B2

Prospectus for primary offering

29 Sep 23

424B2

Prospectus for primary offering

29 Sep 23

424B2

Prospectus for primary offering

29 Sep 23

424B2

Prospectus for primary offering

29 Sep 23

424B2

Prospectus for primary offering

29 Sep 23

424B2

Prospectus for primary offering

29 Sep 23

Transcripts

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JPM

Earnings call transcript

2023 Q2

14 Jul 23

JPM

Earnings call transcript

2023 Q1

1 May 23

JPM

Earnings call transcript

2023 Q1

14 Apr 23

JPM

Earnings call transcript

2022 Q4

13 Jan 23

JPM

Earnings call transcript

2022 Q3

14 Oct 22

JPM

Earnings call transcript

2022 Q2

14 Jul 22

JPM

Earnings call transcript

2022 Q1

13 Apr 22

JPM

Earnings call transcript

2021 Q4

14 Jan 22

JPM

Earnings call transcript

2021 Q3

13 Oct 21

JPM

Earnings call transcript

2021 Q2

13 Jul 21

Latest ownership filings

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Notice of proposed sale of securities

Quarterly holdings report by institutional manager

Financial summary

Financial statements Chart JPM financial data

Quarter (USD)	Jun 23	Mar 23	Dec 22	Sep 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	495.12 bn	495.12 bn	495.12 bn	495.12 bn	495.12 bn	495.12 bn
Cash burn (monthly)	16.96 bn	14.51 bn	(no burn)	(no burn)	(no burn)	779.83 mm
Cash used (since last report)	51.08 bn	43.71 bn	n/a	n/a	n/a	2.35 bn
Cash remaining	444.05 bn	451.42 bn	n/a	n/a	n/a	492.77 bn
Runway (months of cash)	26.2	31.1	n/a	n/a	n/a	631.9

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2023

JPM institutional ownership history Ownership history

68.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	3420	3421	-0.0%
Opened positions	178	182	-2.2%
Closed positions	179	204	-12.3%
Increased positions	1507	1557	-3.2%
Reduced positions	1403	1355	+3.5%

13F shares	Current	Prev Q	Change
Total value	289.70 tn	258.98 tn	+11.9%
Total shares	1.99 bn	2.04 bn	-2.6%
Total puts	35.70 mm	35.49 mm	+0.6%
Total calls	34.48 mm	34.09 mm	+1.1%
Total put/call ratio	1.0	1.0	-0.5%

Largest owners	Shares	Value	Change
Vanguard	273.45 mm	$39.77 tn	-0.7%
BLK Blackrock	192.27 mm	$27.96 tn	-0.8%
STT State Street	126.24 mm	$18.36 tn	+1.9%
MS Morgan Stanley	62.74 mm	$9.12 tn	+3.8%
BAC Bank Of America	55.85 mm	$8.12 tn	-9.6%
Geode Capital Management	53.37 mm	$7.74 tn	+2.0%
FMR	48.81 mm	$7.10 tn	+15.5%
Capital International Investors	41.08 mm	$5.97 tn	+0.1%
Capital World Investors	38.36 mm	$5.58 tn	-5.4%
Wellington Management	37.82 mm	$5.50 tn	+1.6%

Largest transactions	Shares	Bought/sold	Change
Ofi Invest Asset Management	424.95 k	-55.62 mm	-99.2%
BMO Bank of Montreal	7.22 mm	+7.22 mm	NEW
FMR	48.81 mm	+6.55 mm	+15.5%
BAC Bank Of America	55.85 mm	-5.96 mm	-9.6%
Nordea Investment Management Ab	0.00	-3.29 mm	EXIT
BCS Barclays	8.42 mm	+3.23 mm	+62.2%
First Republic Investment Management	0.00	-3.20 mm	EXIT
STT State Street	126.24 mm	+2.38 mm	+1.9%
Susquehanna International	4.97 mm	+2.35 mm	+90.1%
MS Morgan Stanley	62.74 mm	+2.32 mm	+3.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

JPM insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
6 Sep 23	Friedman Stacey	Common Stock	Sell	Dispose S	No	No	144.8573	4,310	624.33 k	53,425
8 Aug 23	Petno Douglas B	Common Stock	Gift	Dispose G	No	No	0	638	0.00	276,523
7 Aug 23	Friedman Stacey	Common Stock	Sell	Dispose S	No	No	157.1561	4,310	677.34 k	57,735
30 Jun 23	Hobson Mellody L	Common Stock	Grant	Acquire A	No	No	145.44	257.838	37.50 k	22,718.231