JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small business, large and midsized companies, local governments, and nonprofit clients; and commercial real estate banking services to investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, trusts and estates, loans, mortgages, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
- CEO
- James Dimon
- Employees
- 318,477
- Exchange
- NYSE
- Country
- US
- IPO
- 1980-03-17
- Website
- www.jpmorganchase.com
- Market cap
- $836.86B
- Enterprise value
- $1.76T
- Shares out
- —
- Beta
- 1.04
- P/E (TTM)
- 14.69
- Div yield
- 1.90%
- 52W high
- $337.25
- 52W low
- $226.34
- 50D avg
- $299.51
- 200D avg
- $303.57
- Volume
- 7.96M
- Avg volume
- —
- Total invested
- $1.18M
- Investors holding
- 1
Valuation & profitability
- P/E (TTM)
- 14.69
- PEG
- 3.39
- P/S
- 2.94
- P/B
- 2.38
- P/FCF
- 8.30
- EV/Sales
- 6.17
- EV/EBITDA
- 21.58
- EV/FCF
- 17.43
- Earnings yield
- 6.8%
- FCF yield
- 12.1%
- Gross margin
- 60.9%
- EBITDA margin
- 28.6%
- Operating margin
- 26.2%
- Net margin
- 20.7%
- ROE
- 16.3%
- ROA
- 1.2%
- ROIC
- 3.0%
- Debt / equity
- 3.39
- Current ratio
- 0.62
Revenue segmentation
- Commercial And Investment Bank$78.45B · 42.3%
- Consumer & Community Banking$76.03B · 41.0%
- Asset and Wealth Management Segment$24.07B · 13.0%
- Segment Reporting, Reconciling Item, Corporate Nonsegment$7.03B · 3.8%
- North America$139.69B · 76.6%
- EMEA$24.48B · 13.4%
- Asia Pacific$14.06B · 7.7%
- Latin America$4.21B · 2.3%
SEC event timeline
- DIMON JAMES · Chairman & CEO2026-04-15Sold $40.00M @ $306.56Insider sell
- Beer Lori A · Chief Information Officer2026-04-15Sold $970.7K @ $306.59Insider sell
- BACON ASHLEY · Chief Risk Officer2026-04-15Sold $2.32M @ $306.55Insider sell
- Erdoes Mary E. · CEO Asset & Wealth Management2026-04-15Sold $3.78M @ $306.57Insider sell
- Lake Marianne · CEO CCB2026-04-15Sold $1.97M @ $306.57Insider sell
- Petno Douglas B · Co-CEO CIB2026-04-15Sold $1.74M @ $306.58Insider sell
- Piepszak Jennifer · Chief Operating Officer2026-04-15Sold $2.80M @ $306.56Insider sell
- Barnum Jeremy · Chief Financial Officer2026-04-15Sold $1.72M @ $306.55Insider sell
- Ken Griffin (Citadel Advisors) added2026-02-17+182,372 shares · 2025Q413F
- D.E. Shaw & Co. trimmed2026-02-17−34,736 shares · 2025Q413F
- −3,153,078 shares · 2025Q413F
- Two Sigma Investments trimmed2026-02-17−403,689 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) added2026-02-17+355,514 shares · 2025Q413F
- Steve Cohen (Point72) opened position2026-02-17+17,103 shares · 2025Q413F
- T. Rowe Price trimmed2026-02-17−1,075,522 shares · 2025Q413F
- Wellington Management trimmed2026-02-17−3,425,119 shares · 2025Q413F
- +300,524 shares · 2025Q413F
- Boykin Curry (Eagle Capital) trimmed2026-02-17−164 shares · 2025Q413F
- Jeremy Grantham (GMO) trimmed2026-02-17−35,655 shares · 2025Q413F
- Bill Nygren (Harris / Oakmark) added2026-02-17+230 shares · 2025Q413F
- AQR Capital Management trimmed2026-02-17−313,206 shares · 2025Q413F
- Dodge & Cox trimmed2026-02-13−70,250 shares · 2025Q413F
- +2,165 shares · 2025Q413F
- Renaissance Technologies trimmed2026-02-12−66 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+35,368,681 shares · 2025Q413F
- Bill Smead (Smead Capital) trimmed2026-02-09−39,155 shares · 2025Q413F
- Ken Fisher (Fisher Asset Mgmt) added2026-02-09+296,213 shares · 2025Q413F
- Mario Gabelli (GAMCO) added2026-02-05+577 shares · 2025Q413F
- Andreas Halvorsen (Viking Global) added2025-11-14+1,017,026 shares · 2025Q313F
- AQR Capital Management added2025-11-14+393,777 shares · 2025Q313F
Insider activity
| Date | Insider | Code | Shares | Price | Value |
|---|---|---|---|---|---|
| 04-15 | DIMON JAMES Chairman & CEO · Officer, Director | S | 130,488 | $306.56 | $40.00M |
| 04-15 | Beer Lori A Chief Information Officer · Officer | S | 3,166 | $306.59 | $970.7K |
| 04-15 | BACON ASHLEY Chief Risk Officer · Officer | S | 7,558 | $306.55 | $2.32M |
| 04-15 | Erdoes Mary E. CEO Asset & Wealth Management · Officer | S | 12,345 | $306.57 | $3.78M |
| 04-15 | Lake Marianne CEO CCB · Officer | S | 6,427 | $306.57 | $1.97M |
| 04-15 | Petno Douglas B Co-CEO CIB · Officer | S | 5,660 | $306.58 | $1.74M |
| 04-15 | Piepszak Jennifer Chief Operating Officer · Officer | S | 9,136 | $306.56 | $2.80M |
| 04-15 | Barnum Jeremy Chief Financial Officer · Officer | S | 5,611 | $306.55 | $1.72M |
Who moved on this name in 2026Q1
Institutional ownership over time
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q2 | 32 | $2.97T |
| 2022Q3 | 33 | $2.90B |
| 2022Q4 | 29 | $39.35B |
| 2023Q1 | 32 | $39.39B |
| 2023Q2 | 31 | $44.76B |
| 2023Q3 | 28 | $38.75B |
| 2023Q4 | 29 | $45.97B |
| 2024Q1 | 31 | $63.29B |
| 2024Q2 | 31 | $62.47B |
| 2024Q3 | 30 | $22.35B |
| 2024Q4 | 27 | $19.15B |
| 2025Q1 | 30 | $15.65B |
| 2025Q2 | 30 | $28.18B |
| 2025Q3 | 26 | $16.81B |
| 2025Q4 | 34 | $27.28B |
| 2026Q1 | 1 | $1.2M |
| Date | Member | Type | Amount range | Filing |
|---|---|---|---|---|
| 2026-01-29 | David J. Taylor | Buy | $1K – $15K | PDF ↗ |
| 2026-01-29 | David J. Taylor | Buy | $1K – $15K | PDF ↗ |
| 2026-01-20 | Jonathan Jackson | Buy | $1K – $15K | PDF ↗ |
| 2025-12-22 | Roger Williams | Buy | $1K – $15K | PDF ↗ |
| 2025-11-18 | Gilbert Cisneros | Buy | $1K – $15K | PDF ↗ |
| 2025-10-31 | Lisa McClain | Sell | $1K – $15K | PDF ↗ |
| 2025-10-30 | Lisa McClain | Sell | $1K – $15K | PDF ↗ |
| 2025-10-30 | Lisa McClain | Buy | $1K – $15K | PDF ↗ |
| 2025-10-17 | Gilbert Cisneros | Buy | $1K – $15K | PDF ↗ |
| 2025-09-23 | Valerie Hoyle | Sell | $1K – $15K | PDF ↗ |
| 2025-07-11 | Ritchie John Torres | Sell | $1K – $15K | PDF ↗ |
| 2025-07-02 | Valerie Hoyle | Sell (P) | $1K – $15K | PDF ↗ |
Who owns JPM
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Greenhaven Associates | 4.0K | $1M |
Recent moves
- −35,655 · 2025Q4
- −164 · 2025Q4
- TRIMT. Rowe Price−1,075,522 · 2025Q4
- +17,103 · 2025Q4
- +182,372 · 2025Q4
- +230 · 2025Q4
- TRIMD.E. Shaw & Co.−34,736 · 2025Q4
- −313,206 · 2025Q4
- −3,425,119 · 2025Q4
- −3,153,078 · 2025Q4
- +300,524 · 2025Q4
- −403,689 · 2025Q4
- +355,514 · 2025Q4
- +2,165 · 2025Q4
- TRIMDodge & Cox−70,250 · 2025Q4
- −66 · 2025Q4
- +35,368,681 · 2025Q4
- +296,213 · 2025Q4
- −39,155 · 2025Q4
- +577 · 2025Q4
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