Inactive Instrument

Company JPMorgan Chase Nyse

Equities

Banks

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 04-06-30
President 62 05-12-31
Director of Finance/CFO 51 93-12-31
Chief Tech/Sci/R&D Officer - 14-07-31
Chief Tech/Sci/R&D Officer 56 13-12-31
Investor Relations Contact - 21-12-12
Corporate Officer/Principal - 20-12-31
Corporate Officer/Principal - -
Corporate Officer/Principal - -
Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 67 12-05-14
Director/Board Member 71 13-12-31
Director/Board Member 66 20-12-06
Director/Board Member 66 20-05-18
Chief Executive Officer 68 04-06-30
Director/Board Member 54 18-03-20
Director/Board Member 68 13-09-15
Director/Board Member 65 03-12-31
Director/Board Member 63 22-07-18
Director/Board Member 53 16-09-18

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 2,740,375 0 0 69.42 %
Stock B 1 4,108,896,799 2,854,277,951 ( 69.47 %) 1,228,275,301 ( 29.89 %)

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
9.458 %
272,426,004 9.458 % 50 688 M $
BlackRock Advisors LLC
5.310 %
152,943,307 5.310 % 28 457 M $
125,159,471 4.345 % 23 287 M $
Eaton Vance Management
2.251 %
64,841,197 2.251 % 12 064 M $
Geode Capital Management LLC
1.921 %
55,324,255 1.921 % 10 294 M $
Fidelity Management & Research Co. LLC
1.824 %
52,543,030 1.824 % 9 776 M $
Merrill Lynch International
1.773 %
51,066,857 1.773 % 9 501 M $
Capital Research & Management Co. (International Investors)
1.441 %
41,516,695 1.441 % 7 725 M $
Wellington Management Co. LLP
1.375 %
39,616,318 1.375 % 7 371 M $
Norges Bank (13F)
1.228 %
35,372,595 1.228 % 6 581 M $
NameEquities%Valuation
Whittier Advisors LLC
-
2,700,000 - 3 M $
HSBC Global Asset Management (USA), Inc.
-
1,965,000 - 2 M $
Nomura Corporate Research & Asset Management, Inc.
-
1,025,000 - 1 M $
PNC Capital Advisors LLC
-
800,000 - 810 160 $
DoubleLine Capital LP
-
200,000 - 202 540 $
Innovative Portfolios LLC
-
160,000 - 162 032 $
Goldman Sachs Asset Management International
-
125,000 - 126 588 $
Diagonal Inversiones Capital, AV SA
-
100,091 - 101 362 $
Symbiotics Asset Management SA (Investment Management)
-
100,000 - 101 270 $
NameEquities%Valuation
PIMCO Europe GmbH
-
600,000 - 573 456 $
Banor Capital Ltd.
-
400,000 - 382 304 $
PGIM Ltd.
-
240,000 - 229 382 $
Ayalon Mutual Funds Ltd.
-
125,000 - 119 470 $
Resources Management Corp.
-
20,000 - 19 115 $
20,000 - 19 115 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
24,148,000 - 24 M $
Whittier Advisors LLC
-
3,000,000 - 3 M $
Pension Reserves Investment Management Board
-
3,000,000 - 3 M $
DoubleLine Capital LP
-
1,355,000 - 1 M $
Montecito Bank & Trust (Invt Mgmt)
-
350,000 - 349 300 $
Nomura Corporate Research & Asset Management, Inc.
-
75,000 - 74 850 $
NWQ Investment Management Co. LLC
-
0 - - $
PNC Capital Advisors LLC
-
0 - - $
NameEquities%Valuation
Crossmark Global Holdings, Inc.
0.3699 %
273,716 0.3699 % 7 M $
Fubon Asset Management Co., Ltd.
0.0999 %
73,909 0.0999 % 2 M $
Beck, Mack & Oliver LLC
0.0424 %
31,412 0.0424 % 792 211 $
AR Asset Management, Inc.
0.0405 %
30,000 0.0405 % 756 600 $
Shapiro Capital Management LLC
0.0373 %
27,600 0.0373 % 696 072 $
Estabrook Capital Management LLC
0.007162 %
5,300 0.007162 % 133 666 $
Bartlett & Co. Wealth Management LLC
0.003162 %
2,340 0.003162 % 59 015 $
Boyd Watterson Asset Management LLC
0.000169 %
125 0.000169 % 3 153 $
NameEquities%Valuation
FMR Investment Management (UK) Ltd.
-
0 - - $
Nomura Corporate Research & Asset Management, Inc.
-
0 - - $
Flaherty & Crumrine, Inc.
-
0 - - $
Encompass Wealth Advisors LLC
-
0 - - $
NameEquities%Valuation
PIMCO Europe Ltd.
0.2703 %
200,000 0.2703 % 4 M $
Fubon Asset Management Co., Ltd.
0.0998 %
73,871 0.0998 % 2 M $
Mathes Co., Inc.
0.0375 %
27,750 0.0375 % 604 118 $
Atlas Capital Advisors LLC
0.0162 %
12,000 0.0162 % 261 240 $
Kingfisher Capital LLC
0.0138 %
10,187 0.0138 % 221 771 $
Capital Investment Trust Corp.
0.0135 %
10,014 0.0135 % 218 005 $
NameEquities%Valuation
Russell Investments Canada Ltd.
-
0 - - $
NameEquities%Valuation
Caixa DTVM SA
0.001614 %
464,864 0.001614 % 9 M $
Itaú Unibanco SA
0.000779 %
224,506 0.000779 % 4 M $
BB Gestão de Recursos DTVM SA
0.000466 %
134,100 0.000466 % 2 M $
Bram Bradesco Asset Management S/A DTVM
0.000242 %
69,780 0.000242 % 1 M $
Safra Asset Management Ltda.
0.000224 %
64,400 0.000224 % 1 M $
XP Allocation Asset Management Ltda.
0.000029 %
8,368 0.000029 % 155 061 $
BTG Pactual WM Gestão de Recursos Ltda.
0.000026 %
7,384 0.000026 % 136 827 $
Inter Asset Gestão de Recursos Ltda.
0.000023 %
6,524 0.000023 % 120 891 $
Western Asset Management Company DTVM Ltda.
0.000011 %
3,133 0.000011 % 58 055 $
Trio Capital Investimentos Ltda.
0.000011 %
3,062 0.000011 % 56 739 $
NameEquities%Valuation
HSBC Global Asset Management (Hong Kong) Ltd.
0.2356 %
5,300,000 0.2356 % 5 M $
Mediolanum International Funds Ltd.
0.1345 %
3,027,063 0.1345 % 3 M $
HSBC Global Asset Management (USA), Inc.
0.0700 %
1,575,000 0.0700 % 2 M $
DoubleLine Capital LP
0.0222 %
500,000 0.0222 % 492 100 $
FMR Investment Management (UK) Ltd.
0.005778 %
130,000 0.005778 % 127 946 $
PNC Capital Advisors LLC
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
11,125,000 - 10 M $
Scottish Widows Schroder Person Wealth (ACD) Ltd.
-
3,346,000 - 3 M $
DoubleLine Capital LP
-
1,565,000 - 1 M $
Metropolitan West Asset Management LLC
-
925,000 - 856 495 $
TCW Investment Management Co LLC
-
633,000 - 586 120 $
Gesalcalá SA SGIIC
-
301,519 - 279 189 $
Western Asset Management Co. Pty Ltd.
-
100,000 - 92 594 $
Sanlam Multi Manager International (Pty) Ltd.
-
88,000 - 81 483 $
AlphaSimplex Group LLC
-
85,000 - 78 705 $
BlackRock International Ltd.
-
36,000 - 33 334 $
NameEquities%Valuation
Azimut Capital Management SGR SpA
0.5964 %
7,500,000 0.5964 % 7 M $
Marsham Investment Management LLP
0.1590 %
2,000,000 0.1590 % 2 M $
360 CORA SGIIC SA
0.0516 %
649,473 0.0516 % 646 615 $
Adepa Asset Management SA
0.0398 %
500,000 0.0398 % 497 800 $
Trea Asset Management SGIIC SA
0.0377 %
473,627 0.0377 % 471 543 $
Bankinter Gestión de Activos SA SGIIC
0.0319 %
401,564 0.0319 % 399 797 $
Bluestar Investment Managers SA
0.0278 %
350,000 0.0278 % 348 460 $
Credit Suisse Gestión SGIIC SA
0.0237 %
297,646 0.0237 % 296 336 $
GVC Gaesco Gestión SGIIC SA
0.0160 %
201,023 0.0160 % 200 138 $
Innovative Portfolios LLC
0.0135 %
170,000 0.0135 % 169 252 $
NameEquities%Valuation
Fubon Asset Management Co., Ltd.
0.0969 %
58,115 0.0969 % 1 M $
Capital Investment Trust Corp.
0.0250 %
15,021 0.0250 % 322 651 $
Roanoke Asset Management Corp.
0.0193 %
11,550 0.0193 % 248 094 $
Innovative Portfolios LLC
0.003333 %
2,000 0.003333 % 42 960 $
Tradition Wealth Management LLC
0.000445 %
267 0.000445 % 5 735 $
NameEquities%Valuation
PIMCO Europe Ltd.
-
17,100,000 - 17 M $
HSBC Global Asset Management (Hong Kong) Ltd.
-
11,180,000 - 11 M $
Nomura Corporate Research & Asset Management, Inc.
-
6,400,000 - 6 M $
Virtus Fixed Income Advisers LLC
-
5,921,000 - 6 M $
HSBC Global Asset Management (USA), Inc.
-
4,600,000 - 4 M $
Canada Life Asset Management Ltd.
-
4,460,000 - 4 M $
Nordea Investment Management AB
-
1,915,000 - 2 M $
Mediolanum International Funds Ltd.
-
1,634,645 - 2 M $
Nomura Asset Management Taiwan Ltd
-
1,507,651 - 1 M $
Goldman Sachs Asia LLC (Investment Management)
-
1,250,000 - 1 M $
NameEquities%Valuation
PNC Investments LLC
10.54 %
7,152,664 10.54 % 179 M $
Fubon Asset Management Co., Ltd.
0.0970 %
65,790 0.0970 % 2 M $
Mathes Co., Inc.
0.0224 %
15,200 0.0224 % 381 216 $
Bartlett & Co. Wealth Management LLC
0.0196 %
13,310 0.0196 % 333 815 $
Capital Investment Trust Corp.
0.0183 %
12,445 0.0183 % 312 121 $
Roanoke Asset Management Corp.
0.0133 %
9,000 0.0133 % 225 720 $
Bankinter Gestión de Activos SA SGIIC
0.006342 %
4,303 0.006342 % 107 919 $
Russell Investments Canada Ltd.
0.000590 %
400 0.000590 % 10 032 $
Private Ocean LLC
0.000452 %
307 0.000452 % 7 700 $
NameEquities%Valuation
Aramea Asset Management AG
-
5,607,873 - 6 M $
UBS AG (Investment Management)
-
3,000,000 - 3 M $
Marsham Investment Management LLP
-
2,000,000 - 2 M $
Zehenter & Partner Invest AG
-
350,000 - 379 057 $
Archer Investment Corp.
-
150,000 - 162 453 $
Abrdn Fund Managers Ltd.
-
100,000 - 108 302 $
FMR Investment Management (UK) Ltd.
-
0 - - $
AEGON Investment Management BV
-
0 - - $
NameEquities%Valuation
Franklin Templeton SinoAm Securities Investment Mgmt, Inc
0.3442 %
275,398 0.3442 % 5 M $
Constant Guidance Financial LLC
0.1404 %
112,302 0.1404 % 2 M $
Fubon Asset Management Co., Ltd.
0.0986 %
78,882 0.0986 % 2 M $
PIMCO Europe Ltd.
0.0938 %
75,000 0.0938 % 1 M $
Atlas Capital Advisors LLC
0.005094 %
4,075 0.005094 % 81 093 $
Lawrence W. Kelly & Associates, Inc.
0.000313 %
250 0.000313 % 4 975 $
NameEquities%Valuation
Sierra Capital LLC
0.0488 %
17,565 0.0488 % 397 847 $
Capital Investment Trust Corp.
0.0278 %
10,014 0.0278 % 226 817 $
Boyd Watterson Asset Management LLC
0.000347 %
125 0.000347 % 2 831 $

Holdings

NameEquities%Valuation
37,154,211 15.13% 10,501,266,197 $
3,800 95.60% 33,972 $
1,536 0.00% 10,706 $
1,138 25.01% 5,997 $
600 100.00% 5,280 $
400 61.54% 4,328 $
438 22.46% 3,285 $
815 20.90% 2,910 $
600 20.00% 1,962 $
4,480,000 8.66% 0 $

Company contact information

JPMorgan Chase & Co.

383 Madison Avenue

10179-0001, New York

+212 270 6000

http://www.jpmorganchase.com
address JPMorgan Chase

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