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
Website
CEO
James Dimon
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
CHASE MANHATTAN CORP /DE/, CHEMICAL BANKING CORP, J P MORGAN CHASE & CO
SEC CIK
Corporate docs
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
Latest filings (excl ownership)
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
Transcripts
JPM
Earnings call transcript
2024 Q1
12 Apr 24
JPM
Earnings call transcript
2023 Q4
12 Jan 24
JPM
Earnings call transcript
2023 Q3
13 Oct 23
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
Latest ownership filings
4
Marianne Lake
14 May 24
144
Notice of proposed sale of securities
14 May 24
144
Notice of proposed sale of securities
13 May 24
4
Robin Leopold
10 May 24
144
Notice of proposed sale of securities
10 May 24
4
Troy L Rohrbaugh
10 May 24
144
Notice of proposed sale of securities
10 May 24
13F-HR
Quarterly holdings report by institutional manager
10 May 24
SC 13G/A
Celsius Holdings, Inc.
10 May 24
4
MICHAEL A NEAL
8 May 24
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
---|---|---|---|---|---|
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) | 562.12 bn | 562.12 bn | 562.12 bn | 562.12 bn | 562.12 bn | 562.12 bn |
Cash burn (monthly) | 20.68 bn | (no burn) | (no burn) | (no burn) | 51.39 bn | 2.50 bn |
Cash used (since last report) | 32.73 bn | n/a | n/a | n/a | 81.34 bn | 3.95 bn |
Cash remaining | 529.38 bn | n/a | n/a | n/a | 480.78 bn | 558.17 bn |
Runway (months of cash) | 25.6 | n/a | n/a | n/a | 9.4 | 223.7 |
Institutional ownership, Q4 2023
53.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 3333 |
Opened positions | 362 |
Closed positions | 575 |
Increased positions | 1323 |
Reduced positions | 1376 |
13F shares | Current |
---|---|
Total value | 235.88 tn |
Total shares | 1.55 bn |
Total puts | 13.95 mm |
Total calls | 9.69 mm |
Total put/call ratio | 1.4 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 272.43 mm | $46.34 tn |
STT State Street | 125.16 mm | $21.29 tn |
MS Morgan Stanley | 64.84 mm | $11.03 tn |
FMR | 52.61 mm | $8.95 tn |
Whalerock Point Partners | 47.80 mm | $8.13 bn |
Capital International Investors | 41.52 mm | $7.06 tn |
Wellington Management | 39.62 mm | $6.74 tn |
Capital World Investors | 34.27 mm | $5.83 tn |
T. Rowe Price | 32.10 mm | $5.46 bn |
NTRS Northern Trust | 31.96 mm | $5.44 tn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
14 May 24 | Lake Marianne | Common Stock | Sell | Dispose S | Yes | No | 200.0226 | 11,734 | 2.35 mm | 122,740 |
10 May 24 | Leopold Robin | Common Stock | Sell | Dispose S | No | No | 198.8589 | 3,000 | 596.58 k | 44,113 |
9 May 24 | Troy L Rohrbaugh | Common Stock | Gift | Dispose G | No | No | 0 | 10,474 | 0.00 | 187,604.794 |
8 May 24 | Jennifer Piepszak | Common Stock | Sell | Dispose S | No | No | 193.6572 | 8,831 | 1.71 mm | 41,650 |
8 May 24 | Erdoes Mary E. | Common Stock | Sell | Dispose S | No | No | 193.6597 | 15,895 | 3.08 mm | 585,898 |
News
Wall Street Jumps Back To Record Highs, Dow Hits 40,000 As Inflation Fears Recede, Meme Stock Frenzy Returns: This Week In The Market
17 May 24
Gen Z Is Charging Too Much, And Not Paying Bills: What The Latest Credit Card Delinquency Data Says About American Consumers
17 May 24
America's Biggest Revenue Generator Made $5.1B In Profit For The Quarter: JPMorgan Makes That In How Many Days?
17 May 24
Spotlight on JPMorgan Chase: Analyzing the Surge in Options Activity
17 May 24
Waste Management Mulls $3B Sale Of RNG Business: Report
17 May 24
Press releases
J.P. Morgan Asset Management Launches Active Developing Markets Equity ETF: JADE
17 May 24
J.P. Morgan Life Sciences Private Capital, Blue Horizon Advisors and United Al Saqer Announce Winner of Inaugural 2024 Life Sciences Innovation Summit
17 May 24
JPMorgan Chase to Present at the Morgan Stanley U.S. Financials and Payments Conference
16 May 24
J.P. Morgan Real Estate Income Trust, Inc. Acquires Grocery-Anchored Retail Shopping Center in Queens, New York
16 May 24
Chase Home Lending Offers Financial and Educational Resources for Homebuyers; Increases Closing Guarantee to $20,000
16 May 24