Company JPMorgan Chase & Co.

Equities

JPM

US46625H1005

Banks

Market Closed - Nyse 16:00:02 2024-07-19 EDT 5-day change 1st Jan Change
209.8 USD -0.10% Intraday chart for JPMorgan Chase & Co. +2.36% +23.33%

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: 313,206

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 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
Director/Board Member 55 23-03-19
Director/Board Member 62 01-15

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 2,990,375 0 0 69.01 %
Stock B 1 4,078,366,016 2,816,649,000 ( 69.06 %) 1,233,266,016 ( 30.24 %)

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
9.440 %
271,077,070 9.440 % 54 828 M $
BlackRock Advisors LLC
5.445 %
156,351,355 5.445 % 31 624 M $
125,849,413 4.382 % 25 454 M $
Eaton Vance Management
2.324 %
66,729,367 2.324 % 13 497 M $
Geode Capital Management LLC
1.982 %
56,909,782 1.982 % 11 511 M $
Fidelity Management & Research Co. LLC
1.926 %
55,303,573 1.926 % 11 186 M $
Merrill Lynch International
1.777 %
51,021,749 1.777 % 10 320 M $
Capital Research & Management Co. (International Investors)
1.473 %
42,294,992 1.473 % 8 555 M $
Wellington Trust Co., NA
1.357 %
38,975,497 1.357 % 7 883 M $
Norges Bank (13F)
1.232 %
35,372,595 1.232 % 7 154 M $
NameEquities%Valuation
Whittier Advisors LLC
-
2,700,000 - 3 M $
HSBC Global Asset Management (USA), Inc.
-
1,925,000 - 2 M $
DoubleLine Capital LP
-
200,000 - 199 560 $
Goldman Sachs Asset Management International
-
125,000 - 124 725 $
Symbiotics Asset Management SA (Investment Management)
-
100,000 - 99 780 $
NameEquities%Valuation
HSBC Global Asset Management (USA), Inc.
0.0700 %
1,575,000 0.0700 % 2 M $
FMR Investment Management (UK) Ltd.
0.0102 %
230,000 0.0102 % 227 470 $
NameEquities%Valuation
Franklin Templeton SinoAm Securities Investment Mgmt, Inc
0.3442 %
275,398 0.3442 % 5 M $
PIMCO Europe Ltd.
0.0841 %
67,300 0.0841 % 1 M $
Atlas Capital Advisors LLC
0.005094 %
4,075 0.005094 % 77 792 $
Thompson Investment Management, Inc.
0.003750 %
3,000 0.003750 % 57 270 $
Lawrence W. Kelly & Associates, Inc.
0.000313 %
250 0.000313 % 4 773 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Abrdn Fund Managers Ltd.
-
200,000 - 216 108 $
Archer Investment Corp.
-
150,000 - 162 081 $
NameEquities%Valuation
PNC Investments LLC
10.44 %
7,084,391 10.44 % 176 M $
Mathes Co., Inc.
0.0224 %
15,200 0.0224 % 378 480 $
Capital Investment Trust Corp.
0.0183 %
12,445 0.0183 % 309 881 $
Roanoke Asset Management Corp.
0.0133 %
9,000 0.0133 % 224 100 $
Bankinter Gestión de Activos SA SGIIC
0.006342 %
4,303 0.006342 % 107 145 $
Thompson Investment Management, Inc.
0.001769 %
1,200 0.001769 % 29 880 $
Russell Investments Canada Ltd.
0.000590 %
400 0.000590 % 9 960 $
Private Ocean LLC
0.000452 %
307 0.000452 % 7 644 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
PIMCO Europe Ltd.
-
19,800,000 - 19 M $
Virtus Fixed Income Advisers LLC
-
6,264,000 - 6 M $
Canada Life Asset Management Ltd.
-
4,700,000 - 5 M $
HSBC Global Asset Management (USA), Inc.
-
4,600,000 - 5 M $
Nomura Corporate Research & Asset Management, Inc.
-
3,675,000 - 4 M $
Nordea Investment Management AB
-
2,027,000 - 2 M $
Nomura Asset Management Taiwan Ltd
-
1,507,651 - 1 M $
ABN AMRO Investment Solutions SA
-
1,200,000 - 1 M $
Ayalon Mutual Funds Ltd.
-
700,000 - 685 160 $
Mutuactivos SA SGIIC
-
563,537 - 551 590 $
NameEquities%Valuation
56,600 0.0943 % 1 M $
Capital Investment Trust Corp.
0.0250 %
15,021 0.0250 % 310 784 $
Roanoke Asset Management Corp.
0.0193 %
11,550 0.0193 % 238 970 $
Thompson Investment Management, Inc.
0.005000 %
3,000 0.005000 % 62 070 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Azimut Capital Management SGR SpA
0.4374 %
5,500,000 0.4374 % 5 M $
Abante Asesores Gestión SGIIC SA
0.0516 %
649,473 0.0516 % 649 018 $
Adepa Asset Management SA
0.0398 %
500,000 0.0398 % 499 650 $
Bankinter Gestión de Activos SA SGIIC
0.0319 %
401,564 0.0319 % 401 283 $
Bluestar Investment Managers SA
0.0278 %
350,000 0.0278 % 349 755 $
Russell Investment Management Ltd.
0.000435 %
5,464 0.000435 % 5 460 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
11,125,000 - 11 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
-
920,000 - 869 658 $
TCW Investment Management Co LLC
-
358,000 - 338 410 $
Gesalcalá SA SGIIC
-
301,519 - 285 020 $
Western Asset Management Co. Pty Ltd.
-
100,000 - 94 528 $
AlphaSimplex Group LLC
-
85,000 - 80 349 $
BlackRock International Ltd.
-
36,000 - 34 030 $
NameEquities%Valuation
Caixa DTVM SA
0.001461 %
419,554 0.001461 % 9 M $
Itaú Unibanco SA
0.001396 %
400,872 0.001396 % 8 M $
BB Gestão de Recursos DTVM SA
0.001107 %
317,900 0.001107 % 6 M $
Machado De Almeida Asset Management Ltda.
0.000233 %
66,800 0.000233 % 1 M $
Bram Bradesco Asset Management S/A DTVM
0.000208 %
59,740 0.000208 % 1 M $
Safra Asset Management Ltda.
0.000195 %
56,100 0.000195 % 1 M $
BTG Pactual WM Gestão de Recursos Ltda.
0.000114 %
32,696 0.000114 % 667 288 $
XP Allocation Asset Management Ltda.
0.000028 %
8,171 0.000028 % 166 761 $
Inter Asset Gestão de Recursos Ltda.
0.000017 %
5,024 0.000017 % 102 534 $
Santa Fé Investimentos Ltda
0.000013 %
3,800 0.000013 % 77 554 $
NameEquities%Valuation
Banor Capital Ltd.
-
400,000 - 385 280 $
Ayalon Mutual Funds Ltd.
-
175,000 - 168 560 $
Resources Management Corp.
-
20,000 - 19 264 $
20,000 - 19 264 $
NameEquities%Valuation
Russell Investments Canada Ltd.
-
0 - - $
NameEquities%Valuation
PIMCO Europe Ltd.
0.2426 %
179,500 0.2426 % 4 M $
Mathes Co., Inc.
0.0375 %
27,750 0.0375 % 581 085 $
Atlas Capital Advisors LLC
0.0162 %
12,000 0.0162 % 251 280 $
Kingfisher Capital LLC
0.0139 %
10,271 0.0139 % 215 075 $
Capital Investment Trust Corp.
0.0135 %
10,014 0.0135 % 209 693 $
Thurston, Springer, Miller, Herd & Titak, Inc.
0.004558 %
3,373 0.004558 % 70 631 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
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 % 788 441 $
AR Asset Management, Inc.
0.0405 %
30,000 0.0405 % 753 000 $
Shapiro Capital Management LLC
0.0373 %
27,600 0.0373 % 692 760 $
Estabrook Capital Management LLC
0.007162 %
5,300 0.007162 % 133 030 $
Thurston, Springer, Miller, Herd & Titak, Inc.
0.000676 %
500 0.000676 % 12 550 $
Boyd Watterson Asset Management LLC
0.000169 %
125 0.000169 % 3 138 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Sierra Capital LLC
0.0488 %
17,565 0.0488 % 372 027 $
Capital Investment Trust Corp.
0.0278 %
10,014 0.0278 % 212 097 $
Boyd Watterson Asset Management LLC
0.000347 %
125 0.000347 % 2 648 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $

Holdings

NameEquities%Valuation
37,154,211 15.13% 9,751,865,761 $
202,632 64.17% 757,844 $
3,800 95.60% 35,986 $
1,536 0.00% 11,013 $
1,138 25.01% 6,213 $
600 100.00% 5,916 $
687 5.44% 5,860 $
438 22.46% 3,460 $
815 20.90% 3,024 $
343 18.34% 2,703 $

Company contact information

JPMorgan Chase & Co.

383 Madison Avenue

10179-0001, New York

+212 270 6000

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

Group companies

NameCategory and Sector
Investment Managers
Investment Managers
Finance/Rental/Leasing
Investment Managers
Smithfield Fiduciary LLC
Investment Banks/Brokers
Investment Managers
Investment Banks/Brokers
Investment Managers

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
C+
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
25
Last Close Price
209.8 USD
Average target price
216.6 USD
Spread / Average Target
+3.27%
Consensus
  1. Stock Market
  2. Equities
  3. JPM Stock
  4. Company JPMorgan Chase & Co.