JPMorgan Chase & Co. (JPM)

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

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$250.88

Low target

$230.00

High target

$275.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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424B2

Prospectus for primary offering

23 Dec 24

424B3

Prospectus supplement

23 Dec 24

424B2

Prospectus for primary offering

23 Dec 24

424B2

Prospectus for primary offering

23 Dec 24

424B2

Prospectus for primary offering

23 Dec 24

424B2

Prospectus for primary offering

23 Dec 24

424B2

Prospectus for primary offering

23 Dec 24

424B2

Prospectus for primary offering

23 Dec 24

424B2

Prospectus for primary offering

23 Dec 24

424B2

Prospectus for primary offering

23 Dec 24

Transcripts

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JPM

Earnings call transcript

2024 Q3

11 Oct 24

JPM

Earnings call transcript

2024 Q2

12 Jul 24

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

Latest ownership filings

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Quarterly holdings report by institutional manager

8 Nov 24

SC 13G/A

Agriculture & Natural Solutions Acquisition Corp

5 Nov 24

SC 13G/A

TRAVELERS COMPANIES, INC.

Financial summary

Financial statements Chart JPM financial data

Quarter (USD)	Dec 23	Sep 23	Jun 23	Mar 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

Financial data from company earnings reports.

Institutional ownership, Q3 2024

JPM institutional ownership history Ownership history

69.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	4026	4023	+0.1%
Opened positions	195	190	+2.6%
Closed positions	192	147	+30.6%
Increased positions	1660	1674	-0.8%
Reduced positions	1769	1740	+1.7%

13F shares	Current	Prev Q	Change
Total value	397.31 tn	392.44 tn	+1.2%
Total shares	1.99 bn	2.05 bn	-3.1%
Total puts	35.48 mm	28.88 mm	+22.8%
Total calls	31.13 mm	26.04 mm	+19.5%
Total put/call ratio	1.1	1.1	+2.8%

Largest owners	Shares	Value	Change
Vanguard	272.15 mm	$57.39 tn	+0.3%
BLK BlackRock	202.42 mm	$42.68 tn	NEW
STT State Street	126.08 mm	$26.59 tn	+0.2%
MS Morgan Stanley	69.22 mm	$14.60 tn	+1.5%
Geode Capital Management	58.34 mm	$12.26 tn	+0.9%
BAC Bank of America	50.05 mm	$10.55 tn	-2.7%
FMR	48.33 mm	$10.19 tn	-9.0%
Capital World Investors	34.36 mm	$7.25 tn	-6.4%
Capital International Investors	33.77 mm	$7.12 tn	-5.4%
T. Rowe Price	30.10 mm	$6.35 bn	-2.8%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	202.42 mm	+202.42 mm	NEW
BLK BlackRock	0.00	-198.69 mm	EXIT
Norges Bank	0.00	-37.06 mm	EXIT
International Assets Investment Management	8.95 mm	+8.95 mm	NEW
Wellington Management	29.80 mm	-6.10 mm	-17.0%
FMR	48.33 mm	-4.78 mm	-9.0%
TD Asset Management	0.00	-4.70 mm	EXIT
Fisher Asset Management	16.78 mm	+4.04 mm	+31.7%
APG Asset Management	488.73 k	-3.61 mm	-88.1%
Massachusetts Financial Services	24.94 mm	-3.02 mm	-10.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

JPM insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
15 Nov 24	Troy L Rohrbaugh	Common Stock	Gift	Dispose G	No	No	0	12,362	0.00	175,780.926
14 Nov 24	Erdoes Mary E.	Common Stock	Gift	Dispose G	No	No	0	2,100	0.00	583,798
30 Oct 24	Leopold Robin	Common Stock	Gift	Dispose G	No	No	0	45	0.00	44,020
25 Oct 24	Elena A Korablina	Common Stock	Payment of exercise	Dispose F	No	No	223.2475	486	108.50 k	7,226
25 Oct 24	Elena A Korablina	Common Stock	Payment of exercise	Dispose F	No	No	223.2475	479	106.94 k	7,712
25 Oct 24	Elena A Korablina	Common Stock	Option exercise	Acquire M	No	No	0	826	0.00	8,191
25 Oct 24	Elena A Korablina	Common Stock	Option exercise	Acquire M	No	No	0	881	0.00	7,365
25 Oct 24	Elena A Korablina	RSU Common Stock	Option exercise	Dispose M	No	No	0	881	0.00	1,707
25 Oct 24	Elena A Korablina	RSU Common Stock	Option exercise	Dispose M	No	No	0	826	0.00	2,588