Inactive Instrument

Company JPMorgan Chase & Co. Deutsche Boerse AG

Equities

CMC1

US48124BAC90

Banks

Business Summary

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: 311,921

Sales per Business

USD in Million2022Weight2023Weight Delta
Consumer & Community Banking
44.4 %
55,017 42.7 % 70,148 44.4 % +27.50%
Corporate & Investment Bank
30.9 %
47,899 37.2 % 48,807 30.9 % +1.90%
Asset & Wealth Management
12.5 %
17,748 13.8 % 19,827 12.5 % +11.71%
Commercial Banking
9.8 %
11,533 9.0 % 15,546 9.8 % +34.80%
Corporate Segment
5.1 %
80 0.1 % 8,038 5.1 % +9,947.50%
Reconciling Items
-2.7 %
-3,582 -2.8 % -4,262 -2.7 % +18.98%

Sales per region

USD in Million2022Weight2023Weight Delta
North America
77.9 %
96,727 75.2 % 123,231 77.9 % +27.40%
Europe/Middle East/Africa
13.3 %
18,765 14.6 % 20,974 13.3 % +11.77%
Asia-Pacific
6.7 %
10,025 7.8 % 10,605 6.7 % +5.79%
Latin America/Caribbean
2.1 %
3,178 2.5 % 3,294 2.1 % +3.65%

Managers

Managers TitleAgeSince
Chief Executive Officer 68 04-06-30
President 62 05-12-31
Director of Finance/CFO 51 93-12-31
Chief Tech/Sci/R&D Officer - 14-07-31
Chief Tech/Sci/R&D Officer 56 13-12-31
Investor Relations Contact - 21-12-12
Corporate Officer/Principal - 20-12-31
Corporate Officer/Principal - -
Corporate Officer/Principal - -
Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 67 12-05-14
Director/Board Member 71 13-12-31
Director/Board Member 66 20-12-06
Director/Board Member 66 20-05-18
Chief Executive Officer 68 04-06-30
Director/Board Member 54 18-03-20
Director/Board Member 68 13-09-15
Director/Board Member 65 03-12-31
Director/Board Member 63 22-07-18
Director/Board Member 53 16-09-18

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 2,990,375 0 0 69.59 %
Stock B 1 4,104,933,895 2,858,598,326 ( 69.64 %) 1,233,266,016 ( 30.04 %)

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
9.411 %
271,077,070 9.411 % 51 976 M $
BlackRock Advisors LLC
5.428 %
156,351,355 5.428 % 29 979 M $
125,849,413 4.369 % 24 130 M $
Eaton Vance Management
2.317 %
66,729,367 2.317 % 12 795 M $
Geode Capital Management LLC
1.976 %
56,909,782 1.976 % 10 912 M $
Fidelity Management & Research Co. LLC
1.920 %
55,303,573 1.920 % 10 604 M $
Merrill Lynch International
1.771 %
51,021,749 1.771 % 9 783 M $
Capital Research & Management Co. (International Investors)
1.468 %
42,294,992 1.468 % 8 110 M $
Wellington Management Co. LLP
1.353 %
38,975,497 1.353 % 7 473 M $
Norges Bank (13F)
1.228 %
35,372,595 1.228 % 6 782 M $
NameEquities%Valuation
Whittier Advisors LLC
-
2,700,000 - 3 M $
HSBC Global Asset Management (USA), Inc.
-
1,965,000 - 2 M $
Nomura Corporate Research & Asset Management, Inc.
-
1,025,000 - 1 M $
PNC Capital Advisors LLC
-
800,000 - 792 880 $
DoubleLine Capital LP
-
200,000 - 198 220 $
Innovative Portfolios LLC
-
160,000 - 158 576 $
Goldman Sachs Asset Management International
-
125,000 - 123 888 $
Diagonal Inversiones Capital, AV SA
-
100,091 - 99 200 $
Symbiotics Asset Management SA (Investment Management)
-
100,000 - 99 110 $
NameEquities%Valuation
Caixa DTVM SA
0.001487 %
428,234 0.001487 % 8 M $
Itaú Unibanco SA
0.000720 %
207,296 0.000720 % 4 M $
BB Gestão de Recursos DTVM SA
0.000466 %
134,100 0.000466 % 3 M $
Machado De Almeida Asset Management Ltda.
0.000232 %
66,800 0.000232 % 1 M $
Bram Bradesco Asset Management S/A DTVM
0.000216 %
62,300 0.000216 % 1 M $
Safra Asset Management Ltda.
0.000204 %
58,800 0.000204 % 1 M $
BTG Pactual WM Gestão de Recursos Ltda.
0.000113 %
32,655 0.000113 % 624 358 $
XP Allocation Asset Management Ltda.
0.000028 %
8,025 0.000028 % 153 437 $
Inter Asset Gestão de Recursos Ltda.
0.000017 %
5,024 0.000017 % 96 058 $
Western Asset Management Company DTVM Ltda.
0.000001 %
216 0.000001 % 4 130 $
NameEquities%Valuation
Crossmark Global Holdings, Inc.
0.3774 %
279,239 0.3774 % 7 M $
WhaleRock Point Partners LLC
0.0595 %
44,000 0.0595 % 1 M $
Beck, Mack & Oliver LLC
0.0424 %
31,412 0.0424 % 789 698 $
AR Asset Management, Inc.
0.0405 %
30,000 0.0405 % 754 200 $
Shapiro Capital Management LLC
0.0373 %
27,600 0.0373 % 693 864 $
Estabrook Capital Management LLC
0.007162 %
5,300 0.007162 % 133 242 $
Financial Gravity Asset Management, Inc.
0.000207 %
153 0.000207 % 3 846 $
Boyd Watterson Asset Management LLC
0.000169 %
125 0.000169 % 3 143 $
NameEquities%Valuation
FMR Investment Management (UK) Ltd.
-
0 - - $
Nomura Corporate Research & Asset Management, Inc.
-
0 - - $
Flaherty & Crumrine, Inc.
-
0 - - $
Encompass Wealth Advisors LLC
-
0 - - $
NameEquities%Valuation
PIMCO Europe Ltd.
0.2703 %
200,000 0.2703 % 4 M $
Mathes Co., Inc.
0.0375 %
27,750 0.0375 % 584 138 $
Atlas Capital Advisors LLC
0.0162 %
12,000 0.0162 % 252 600 $
Kingfisher Capital LLC
0.0139 %
10,271 0.0139 % 216 205 $
Capital Investment Trust Corp.
0.0135 %
10,014 0.0135 % 210 795 $
Financial Gravity Asset Management, Inc.
0.000032 %
24 0.000032 % 505 $
NameEquities%Valuation
Russell Investments Canada Ltd.
-
0 - - $
NameEquities%Valuation
PIMCO Europe GmbH
-
600,000 - 582 996 $
Banor Capital Ltd.
-
400,000 - 388 664 $
Ayalon Mutual Funds Ltd.
-
125,000 - 121 458 $
20,000 - 19 433 $
Resources Management Corp.
-
20,000 - 19 433 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
11,125,000 - 10 M $
Scottish Widows Schroder Person Wealth (ACD) Ltd.
-
3,346,000 - 3 M $
DoubleLine Capital LP
-
1,565,000 - 1 M $
Metropolitan West Asset Management LLC
-
925,000 - 859 492 $
TCW Investment Management Co LLC
-
633,000 - 588 171 $
Gesalcalá SA SGIIC
-
301,519 - 280 165 $
Western Asset Management Co. Pty Ltd.
-
100,000 - 92 918 $
Sanlam Multi Manager International (Pty) Ltd.
-
88,000 - 81 768 $
AlphaSimplex Group LLC
-
85,000 - 78 980 $
BlackRock International Ltd.
-
36,000 - 33 450 $
NameEquities%Valuation
HSBC Global Asset Management (USA), Inc.
0.0700 %
1,575,000 0.0700 % 2 M $
FMR Investment Management (UK) Ltd.
0.005778 %
130,000 0.005778 % 128 583 $
PNC Capital Advisors LLC
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Azimut Capital Management SGR SpA
0.5964 %
7,500,000 0.5964 % 7 M $
Marsham Investment Management LLP
0.1590 %
2,000,000 0.1590 % 2 M $
360 CORA SGIIC SA
0.0516 %
649,473 0.0516 % 646 096 $
Adepa Asset Management SA
0.0398 %
500,000 0.0398 % 497 400 $
Trea Asset Management SGIIC SA
0.0377 %
473,627 0.0377 % 471 164 $
Bankinter Gestión de Activos SA SGIIC
0.0319 %
401,564 0.0319 % 399 476 $
Bluestar Investment Managers SA
0.0278 %
350,000 0.0278 % 348 180 $
Credit Suisse Gestión SGIIC SA
0.0237 %
297,646 0.0237 % 296 098 $
GVC Gaesco Gestión SGIIC SA
0.0160 %
201,023 0.0160 % 199 978 $
Innovative Portfolios LLC
0.0135 %
170,000 0.0135 % 169 116 $
NameEquities%Valuation
56,600 0.0943 % 1 M $
Capital Investment Trust Corp.
0.0250 %
15,021 0.0250 % 309 282 $
Roanoke Asset Management Corp.
0.0193 %
11,550 0.0193 % 237 815 $
Thompson Investment Management, Inc.
0.005000 %
3,000 0.005000 % 61 770 $
Innovative Portfolios LLC
0.003333 %
2,000 0.003333 % 41 180 $
NameEquities%Valuation
PIMCO Europe Ltd.
-
17,100,000 - 17 M $
Nomura Corporate Research & Asset Management, Inc.
-
6,400,000 - 6 M $
Virtus Fixed Income Advisers LLC
-
6,264,000 - 6 M $
HSBC Global Asset Management (USA), Inc.
-
5,260,000 - 5 M $
Canada Life Asset Management Ltd.
-
4,460,000 - 4 M $
Nordea Investment Management AB
-
1,915,000 - 2 M $
Nomura Asset Management Taiwan Ltd
-
1,507,651 - 1 M $
Goldman Sachs Asia LLC (Investment Management)
-
1,250,000 - 1 M $
ABN AMRO Investment Solutions SA
-
1,200,000 - 1 M $
Ayalon Mutual Funds Ltd.
-
700,000 - 680 470 $
NameEquities%Valuation
PNC Investments LLC
10.44 %
7,084,391 10.44 % 176 M $
Mathes Co., Inc.
0.0224 %
15,200 0.0224 % 377 112 $
Capital Investment Trust Corp.
0.0183 %
12,445 0.0183 % 308 760 $
Roanoke Asset Management Corp.
0.0133 %
9,000 0.0133 % 223 290 $
Bankinter Gestión de Activos SA SGIIC
0.006342 %
4,303 0.006342 % 106 757 $
Thompson Investment Management, Inc.
0.001769 %
1,200 0.001769 % 29 772 $
Russell Investments Canada Ltd.
0.000590 %
400 0.000590 % 9 924 $
Private Ocean LLC
0.000452 %
307 0.000452 % 7 617 $
NameEquities%Valuation
Aramea Asset Management AG
-
5,607,873 - 6 M $
UBS AG (Investment Management)
-
3,000,000 - 3 M $
Marsham Investment Management LLP
-
2,000,000 - 2 M $
Zehenter & Partner Invest AG
-
350,000 - 378 189 $
Abrdn Fund Managers Ltd.
-
200,000 - 216 108 $
Archer Investment Corp.
-
150,000 - 162 081 $
FMR Investment Management (UK) Ltd.
-
0 - - $
AEGON Investment Management BV
-
0 - - $
NameEquities%Valuation
Franklin Templeton SinoAm Securities Investment Mgmt, Inc
0.3442 %
275,398 0.3442 % 5 M $
PIMCO Europe Ltd.
0.0938 %
75,000 0.0938 % 1 M $
Atlas Capital Advisors LLC
0.005094 %
4,075 0.005094 % 78 199 $
Thompson Investment Management, Inc.
0.003750 %
3,000 0.003750 % 57 570 $
Lawrence W. Kelly & Associates, Inc.
0.000313 %
250 0.000313 % 4 798 $
NameEquities%Valuation
Sierra Capital LLC
0.0488 %
17,565 0.0488 % 379 404 $
Capital Investment Trust Corp.
0.0278 %
10,014 0.0278 % 216 302 $
Boyd Watterson Asset Management LLC
0.000347 %
125 0.000347 % 2 700 $
Financial Gravity Asset Management, Inc.
0.000103 %
37 0.000103 % 799 $

Holdings

NameEquities%Valuation
37,154,211 15.13% 9,979,992,617 $
3,800 95.60% 35,226 $
1,536 0.00% 10,429 $
1,138 25.01% 5,764 $
600 100.00% 5,712 $
400 61.54% 4,288 $
438 22.46% 3,211 $
815 20.90% 2,865 $
600 20.00% 1,926 $

Company contact information

JPMorgan Chase & Co.

383 Madison Avenue

10179-0001, New York

+212 270 6000

http://www.jpmorganchase.com
address JPMorgan Chase & Co.(CMC1)

Group companies

NameCategory and Sector
Investment Managers
Investment Managers
Finance/Rental/Leasing
Investment Managers
Smithfield Fiduciary LLC
Investment Banks/Brokers
Investment Banks/Brokers
Investment Banks/Brokers
Investment Managers
  1. Stock Market
  2. Equities
  3. JPM Stock
  4. CMC1 Stock
  5. Company JPMorgan Chase & Co.
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