Business description: JPMorgan Chase & Co.

JPMorgan Chase & Co. is one of the biggest banking groups in the world. Revenues (including intragroup) break down by activity as follows:

- retail banking (39.6%): sale of standard and specialized financial services (real estate loans, automobile loans, insurance, etc.) through a network of more than 4,966 banking agencies. The group also develops credit cards sale activity;

- investment and market banking (38.8%): consulting for mergers-acquisitions and restructuring, capital increases, investment capital, active on the stock, bond, and derived product markets, stock market brokerage, etc.;

- asset management (11.9%): USD 2,406 billion of assets under management at the end of 2024;

- commercial banking (9.7%).

At the end of 2024, the group was managing USD 2,406 billion in current deposits and USD 1,323.6 billion in current loans.

Income breaks down geographically as follows: the United States (78%), Europe-Middle East-Africa (13.2%), Asia-Pacific (6.7%), Latin America and Carribean (2.1%).

Number of employees: 318,512

Sales by Activity: JPMorgan Chase & Co.

Fiscal Period: December 2020 (USD) 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD)

Commercial and Investment Bank

- - - - 69.35B

Corporate & Investment Bank

46.56B 52.92B 46.74B 48.69B -

Consumer & Community Banking

38.96B 57.06B 51.2B 63.25B 61.53B

Commercial Banking

7.2B 10.96B 10.26B 13.58B -

Asset & Wealth Management

13.98B 17.18B 17.62B 19.67B 21.65B

Corporate Segment

-1.24B -3.56B 58M 7.87B 17.38B

Reconciling Items

-3.39B -3.66B -3.58B -4.26B -3.04B

Geographical breakdown of sales: JPMorgan Chase & Co.

Fiscal Period: December 2020 (USD) 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD)

North America

90.95B 92.68B 96.73B 123B 139B

Europe/Middle East/Africa

16.57B 16.56B 18.76B 20.97B 22.35B

Asia-Pacific

9.29B 9.65B 10.02B 10.6B 12B

Latin America/Caribbean

2.74B 2.76B 3.18B 3.29B 3.88B

Executive Committee: JPMorgan Chase & Co.

Manager TitleAgeSince
Chief Executive Officer 69 2005-12-30
Director of Finance/CFO 53 2021-05-17
Chief Tech/Sci/R&D Officer 58 2017-09-12
Chief Tech/Sci/R&D Officer - 2014-07-31
Chief Operating Officer 44 2005-12-31

Composition of the Board of Directors: JPMorgan Chase & Co.

Director TitleAgeSince
Chairman 69 2006-12-30
Director/Board Member 67 2003-12-31
Director/Board Member 64 2025-06-29
Director/Board Member 70 2013-09-15
Director/Board Member 57 2018-03-20
Director/Board Member 68 2020-05-18
Director/Board Member 68 2020-12-06
Director/Board Member 65 2022-07-18
Director/Board Member 56 2023-03-19
Director/Board Member 64 2024-01-15

Shareholders: JPMorgan Chase & Co.

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
9.762 %
265,758,185 9.762 % 81 293 M $
BlackRock Advisors LLC
5.888 %
160,289,452 5.888 % 49 031 M $
4.599 %
125,197,964 4.599 % 38 297 M $
Eaton Vance Management
2.404 %
65,445,847 2.404 % 20 019 M $
Geode Capital Management LLC
2.251 %
61,268,688 2.251 % 18 741 M $
NameEquities%Valuation
PNC Wealth Management LLC
8.44 %
6,751,972 8.44 % 125 M $
PIMCO Europe Ltd.
0.0782 %
62,600 0.0782 % 1 M $
Kelleher Financial Advisors LLC
0.008534 %
6,827 0.008534 % 126 846 $
Atlas Capital Advisors, Inc.
0.005094 %
4,075 0.005094 % 75 714 $
Amundi Asset Management US, Inc.
0.003824 %
3,059 0.003824 % 56 836 $
NameEquities%Valuation
Steigerwald, Gordon & Koch, Inc.
0.2587 %
175,530 0.2587 % 4 M $
ORG Partners LLC
0.0545 %
37,000 0.0545 % 925 000 $
Mathes Co., Inc.
0.0254 %
17,200 0.0254 % 430 000 $
NBC Securities, Inc.
0.0204 %
13,859 0.0204 % 346 475 $
Capital Investment Trust Corp.
0.0183 %
12,433 0.0183 % 310 825 $
NameEquities%Valuation
Roanoke Asset Management Corp.
0.0192 %
11,550 0.0192 % 226 034 $
Capital Investment Trust Corp.
0.0136 %
8,145 0.0136 % 159 398 $
NBC Securities, Inc.
0.008097 %
4,858 0.008097 % 95 071 $
Thompson Investment Management, Inc.
0.005 %
3,000 0.005 % 58 710 $
Russell Investments Canada Ltd.
0.003002 %
1,801 0.003002 % 35 246 $
NameEquities%Valuation
Azimut (DIFC) Ltd.
0.159 %
2,000,000 0.159 % 2 M $
Azimut Investment Management Singapore Ltd.
0.0954 %
1,200,000 0.0954 % 1 M $
Azimut Capital Management SGR SpA
0.0557 %
700,000 0.0557 % 700 000 $
Gesalcalá SA SGIIC
0.0322 %
405,225 0.0322 % 405 225 $
Federated Hermes Ltd.
0.0294 %
370,000 0.0294 % 370 000 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
7,725,000 - 8 M $
CACEIS (Switzerland) SA
-
1,580,000 - 2 M $
Metropolitan West Asset Management LLC
-
805,000 - 801 047 $
CWB Wealth Management Ltd.
-
750,000 - 746 318 $
TCW Investment Management Co. LLC
-
633,000 - 629 892 $
NameEquities%Valuation
Caixa DTVM SA
0.001072 %
291,924 0.001072 % 9 M $
Itaú Unibanco Asset Management Ltda.
0.000539 %
146,836 0.000539 % 5 M $
Safra Asset CTVM SA (Investment Management)
0.000183 %
49,900 0.000183 % 2 M $
XP Allocation Asset Management Ltda.
0.000132 %
35,887 0.000132 % 1 M $
Mos Gestão de Investimentos Ltda.
0.000066 %
17,930 0.000066 % 550 583 $
NameEquities%Valuation
Resources Management Corp.
-
20,000 - 19 912 $
NameEquities%Valuation
PIMCO Europe Ltd.
0.2311 %
171,000 0.2311 % 3 M $
Atlas Capital Advisors, Inc.
0.0162 %
12,000 0.0162 % 238 800 $
Kingfisher Capital LLC
0.0141 %
10,445 0.0141 % 207 856 $
Capital Investment Trust Corp.
0.0135 %
10,005 0.0135 % 199 100 $
Thurston, Springer, Miller, Herd & Titak, Inc.
0.000296 %
219 0.000296 % 4 358 $
NameEquities%Valuation
ORG Partners LLC
0.0991 %
73,300 0.0991 % 2 M $
Cascades Capital Asset Management LLC
0.0976 %
72,201 0.0976 % 2 M $
AR Asset Management, Inc.
0.0581 %
43,000 0.0581 % 1 M $
Beck, Mack & Oliver LLC
0.036 %
26,637 0.036 % 669 388 $
Estabrook Capital Management LLC
0.007162 %
5,300 0.007162 % 133 189 $
NameEquities%Valuation
Steigerwald, Gordon & Koch, Inc.
0.4785 %
172,259 0.4785 % 4 M $
Capital Investment Trust Corp.
0.0278 %
10,005 0.0278 % 203 602 $
Boyd Watterson Asset Management LLC
0.000347 %
125 0.000347 % 2 544 $
NBC Securities, Inc.
0.000103 %
37 0.000103 % 753 $

Holdings: JPMorgan Chase & Co.

NameEquities%Valuation
Andersen Group, Inc.
14.02%
1,773,515 14.02% 40 M $

Company details: JPMorgan Chase & Co.

JPMorgan Chase & Co.

270 Park Avenue

10017, New York

+

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

Group companies: JPMorgan Chase & Co.

NameCategory and Sector
Financial Conglomerates
Investment Managers
JPMorgan Asset Management Luxembourg SA

Other Banks

Change 5d. change 1-year change 3-years change Capi.($)
-2.34%-2.03%+13.03%+118.01% 858B
-2.78%-2.76%+15.09%+51.05% 399B
-0.15%+2.82%+20.81%+62.38% 358B
-0.05%+0.34%+50.70%+113.79% 306B
-3.22%-4.50%+11.69%+84.81% 284B
+0.37%+4.35%+27.74%+63.65% 277B
-1.31%+1.01%+38.83%+68.87% 246B
0.00%+2.61%+14.56%+60.00% 237B
+2.59%+5.26%+59.64%+216.77% 223B
+6.82%+10.77%+4.13%+54.22% 188B
Average +0.13%+2.99%+25.62%+89.35% 337.64B
Weighted average by Cap. -0.52%+3.14%+23.17%+91.86%
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
26
Last Close Price
318.28USD
Average target price
343.48USD
Spread / Average Target
+7.92%

Quarterly revenue - Rate of surprise

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