Company JPMorgan Chase & Co. Berne S.E.

Equities

JPM

US46625H1005

Banks

Delayed Berne S.E. 5-day change 1st Jan Change
- CHF -.--% Intraday chart for JPMorgan Chase & Co. -.--% -.--%

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%).

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 01/04/01
President 62 01/06/01
Director of Finance/CFO 51 01/94/01
Chief Tech/Sci/R&D Officer - 01/14/01
Chief Tech/Sci/R&D Officer 56 01/14/01
Investor Relations Contact - 13/21/13
Corporate Officer/Principal - 01/21/01
Corporate Officer/Principal - -
Corporate Officer/Principal - -
Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 66 07/20/07
Director/Board Member 66 19/20/19
Chief Executive Officer 68 01/04/01
Director/Board Member 54 21/18/21
Director/Board Member 68 16/13/16
Director/Board Member 65 01/04/01
Director/Board Member 63 19/22/19
Director/Board Member 53 19/16/19
Director/Board Member 55 20/23/20
Director/Board Member 62 16/01

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 2,990,375 0 0 69.59 %
Stock B 1 4,104,933,895 2,858,598,326 ( 69.64 %) 1,233,266,016 ( 30.04 %)

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
9.440 %
271,077,070 9.440 % 54 928 M CHF
BlackRock Advisors LLC
5.445 %
156,351,355 5.445 % 31 681 M CHF
125,849,413 4.382 % 25 501 M CHF
Eaton Vance Management
2.324 %
66,729,367 2.324 % 13 521 M CHF
Geode Capital Management LLC
1.982 %
56,909,782 1.982 % 11 532 M CHF
Fidelity Management & Research Co. LLC
1.926 %
55,303,573 1.926 % 11 206 M CHF
Merrill Lynch International
1.777 %
51,021,749 1.777 % 10 339 M CHF
Capital Research & Management Co. (International Investors)
1.473 %
42,294,992 1.473 % 8 570 M CHF
Wellington Management Co. LLP
1.357 %
38,975,497 1.357 % 7 898 M CHF
Norges Bank (13F)
1.232 %
35,372,595 1.232 % 7 168 M CHF
NameEquities%Valuation
Whittier Advisors LLC
-
2,700,000 - 3 M CHF
HSBC Global Asset Management (USA), Inc.
-
1,925,000 - 2 M CHF
DoubleLine Capital LP
-
200,000 - 199 880 CHF
Goldman Sachs Asset Management International
-
125,000 - 124 925 CHF
Symbiotics Asset Management SA (Investment Management)
-
100,000 - 99 940 CHF
NameEquities%Valuation
HSBC Global Asset Management (USA), Inc.
0.0700 %
1,575,000 0.0700 % 2 M CHF
FMR Investment Management (UK) Ltd.
0.0102 %
230,000 0.0102 % 227 263 CHF
NameEquities%Valuation
Franklin Templeton SinoAm Securities Investment Mgmt, Inc
0.3442 %
275,398 0.3442 % 5 M CHF
PIMCO Europe Ltd.
0.0841 %
67,300 0.0841 % 1 M CHF
Atlas Capital Advisors LLC
0.005094 %
4,075 0.005094 % 77 629 CHF
Thompson Investment Management, Inc.
0.003750 %
3,000 0.003750 % 57 150 CHF
Lawrence W. Kelly & Associates, Inc.
0.000313 %
250 0.000313 % 4 763 CHF
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - CHF
NameEquities%Valuation
Abrdn Fund Managers Ltd.
-
200,000 - 216 108 CHF
Archer Investment Corp.
-
150,000 - 162 081 CHF
NameEquities%Valuation
PNC Investments LLC
10.44 %
7,084,391 10.44 % 176 M CHF
Mathes Co., Inc.
0.0224 %
15,200 0.0224 % 376 960 CHF
Capital Investment Trust Corp.
0.0183 %
12,445 0.0183 % 308 636 CHF
Roanoke Asset Management Corp.
0.0133 %
9,000 0.0133 % 223 200 CHF
Bankinter Gestión de Activos SA SGIIC
0.006342 %
4,303 0.006342 % 106 714 CHF
Thompson Investment Management, Inc.
0.001769 %
1,200 0.001769 % 29 760 CHF
Russell Investments Canada Ltd.
0.000590 %
400 0.000590 % 9 920 CHF
Private Ocean LLC
0.000452 %
307 0.000452 % 7 614 CHF
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - CHF
NameEquities%Valuation
PIMCO Europe Ltd.
-
19,800,000 - 19 M CHF
Virtus Fixed Income Advisers LLC
-
6,264,000 - 6 M CHF
Canada Life Asset Management Ltd.
-
4,700,000 - 5 M CHF
HSBC Global Asset Management (USA), Inc.
-
4,600,000 - 4 M CHF
Nomura Corporate Research & Asset Management, Inc.
-
3,675,000 - 4 M CHF
Nordea Investment Management AB
-
1,915,000 - 2 M CHF
Nomura Asset Management Taiwan Ltd
-
1,507,651 - 1 M CHF
ABN AMRO Investment Solutions SA
-
1,200,000 - 1 M CHF
Ayalon Mutual Funds Ltd.
-
700,000 - 682 920 CHF
Mutuactivos SA SGIIC
-
563,537 - 549 787 CHF
NameEquities%Valuation
56,600 0.0943 % 1 M CHF
Capital Investment Trust Corp.
0.0250 %
15,021 0.0250 % 307 029 CHF
Roanoke Asset Management Corp.
0.0193 %
11,550 0.0193 % 236 082 CHF
Thompson Investment Management, Inc.
0.005000 %
3,000 0.005000 % 61 320 CHF
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - CHF
NameEquities%Valuation
Azimut Capital Management SGR SpA
0.4374 %
5,500,000 0.4374 % 6 M CHF
Abante Asesores Gestión SGIIC SA
0.0516 %
649,473 0.0516 % 649 538 CHF
Adepa Asset Management SA
0.0398 %
500,000 0.0398 % 500 050 CHF
Bankinter Gestión de Activos SA SGIIC
0.0319 %
401,564 0.0319 % 401 604 CHF
Bluestar Investment Managers SA
0.0278 %
350,000 0.0278 % 350 035 CHF
Russell Investment Management Ltd.
0.000435 %
5,464 0.000435 % 5 465 CHF
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
11,125,000 - 10 M CHF
Scottish Widows Schroder Person Wealth (ACD) Ltd.
-
3,346,000 - 3 M CHF
DoubleLine Capital LP
-
1,565,000 - 1 M CHF
Metropolitan West Asset Management LLC
-
925,000 - 871 988 CHF
TCW Investment Management Co LLC
-
633,000 - 596 723 CHF
Gesalcalá SA SGIIC
-
301,519 - 284 239 CHF
Western Asset Management Co. Pty Ltd.
-
100,000 - 94 269 CHF
Sanlam Multi Manager International (Pty) Ltd.
-
88,000 - 82 957 CHF
AlphaSimplex Group LLC
-
85,000 - 80 129 CHF
BlackRock International Ltd.
-
36,000 - 33 937 CHF
NameEquities%Valuation
Caixa DTVM SA
0.001504 %
431,844 0.001504 % 9 M CHF
Itaú Unibanco SA
0.000718 %
206,316 0.000718 % 4 M CHF
BB Gestão de Recursos DTVM SA
0.000620 %
177,900 0.000620 % 4 M CHF
Safra Asset Management Ltda.
0.000290 %
83,300 0.000290 % 2 M CHF
Machado De Almeida Asset Management Ltda.
0.000233 %
66,800 0.000233 % 1 M CHF
Bram Bradesco Asset Management S/A DTVM
0.000217 %
62,300 0.000217 % 1 M CHF
BTG Pactual WM Gestão de Recursos Ltda.
0.000114 %
32,796 0.000114 % 662 865 CHF
XP Allocation Asset Management Ltda.
0.000028 %
8,012 0.000028 % 161 937 CHF
Inter Asset Gestão de Recursos Ltda.
0.000017 %
5,024 0.000017 % 101 544 CHF
NameEquities%Valuation
Banor Capital Ltd.
-
400,000 - 384 440 CHF
Ayalon Mutual Funds Ltd.
-
125,000 - 120 138 CHF
Resources Management Corp.
-
20,000 - 19 222 CHF
20,000 - 19 222 CHF
NameEquities%Valuation
Russell Investments Canada Ltd.
-
0 - - CHF
NameEquities%Valuation
PIMCO Europe Ltd.
0.2426 %
179,500 0.2426 % 4 M CHF
Mathes Co., Inc.
0.0375 %
27,750 0.0375 % 574 148 CHF
Atlas Capital Advisors LLC
0.0162 %
12,000 0.0162 % 248 280 CHF
Kingfisher Capital LLC
0.0139 %
10,271 0.0139 % 212 507 CHF
Capital Investment Trust Corp.
0.0135 %
10,014 0.0135 % 207 190 CHF
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - CHF
NameEquities%Valuation
Crossmark Global Holdings, Inc.
0.3774 %
279,239 0.3774 % 7 M CHF
WhaleRock Point Partners LLC
0.0595 %
44,000 0.0595 % 1 M CHF
Beck, Mack & Oliver LLC
0.0424 %
31,412 0.0424 % 786 871 CHF
AR Asset Management, Inc.
0.0405 %
30,000 0.0405 % 751 500 CHF
Shapiro Capital Management LLC
0.0373 %
27,600 0.0373 % 691 380 CHF
Estabrook Capital Management LLC
0.007162 %
5,300 0.007162 % 132 765 CHF
Boyd Watterson Asset Management LLC
0.000169 %
125 0.000169 % 3 131 CHF
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - CHF
NameEquities%Valuation
Sierra Capital LLC
0.0488 %
17,565 0.0488 % 372 905 CHF
Capital Investment Trust Corp.
0.0278 %
10,014 0.0278 % 212 597 CHF
Boyd Watterson Asset Management LLC
0.000347 %
125 0.000347 % 2 654 CHF
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - CHF

Holdings

NameEquities%Valuation
37,154,211 15.13% 10,123,036,329 $
3,800 95.60% 35,492 $
1,536 0.00% 10,675 $
1,138 25.01% 5,895 $
687 5.44% 5,888 $
600 100.00% 5,694 $
438 22.46% 3,259 $
815 20.90% 2,905 $
343 18.34% 2,566 $
244 4.76% 2,213 $

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
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
24
Last Close Price
202.3 USD
Average target price
209.9 USD
Spread / Average Target
+3.77%
Consensus
  1. Stock Market
  2. Equities
  3. JPM Stock
  4. JPM Stock
  5. Company JPMorgan Chase & Co.