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Companies / Financials / JPMorgan Chase
JPM

JPMorgan Chase

FinancialsCommercial BanksS&P 500
Ticker JPMNEW YORK, NYFiscal year ends DecemberBook value per share $138.37Diluted shares 2.7B

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm headquartered in the United States with operations worldwide. The company maintains a website at www.jpmorganchase.com where investors can access regulatory filings and corporate information. From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$182.45BFY2025
+2.8% year over year
Last 12 mo $199.41B
39.79%FY2025
−2.5 percentage points
Last 12 mo 42.07%
$57.05BFY2025
−2.4% year over year
Last 12 mo $65.07B
15.74%FY2025
−1.2 percentage points
Last 12 mo 17.37%
Cash & financing
$-147.78BFY2025
−251.8% year over year
Last 12 mo $-162.53B
$-147.78BFY2025
−251.8% year over year
Last 12 mo $-162.53B
8.44FY2025
Was 8.30× a year earlier
Last 12 mo 1.42
2.8BFY2025
−3.4% year over year
Last 12 mo 2.7B

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What JPMorgan Chase does

In the company’s own words

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm headquartered in the United States with operations worldwide. The company maintains a website at www.jpmorganchase.com where investors can access regulatory filings and corporate information.

As of December 31, 2025, JPMorgan Chase operates with $4.4 trillion in assets and $362.4 billion in stockholders' equity. The firm employs 318,512 people across 66 countries, with 58 percent of its workforce located in the United States. The company's global workforce is distributed across North America, Asia-Pacific, Europe/Middle East/Africa, and Latin America/Caribbean regions.

JPMorgan Chase operates through three primary reportable business segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management, with additional activities managed through Corporate. The Consumer & Community Banking segment serves millions of customers predominantly in the United States through retail banking, credit card services, and small business lending. The Commercial & Investment Bank provides services to corporate, institutional, and government clients globally, including investment banking, financial transaction processing, and market-making activities. The Asset & Wealth Management segment offers investment management and wealth advisory services to institutional and individual clients worldwide.

The firm operates under the J.P. Morgan and Chase brands and maintains principal banking operations through JPMorgan Chase Bank, National Association, a national banking association with branches in 48 states and Washington, D.C. Key subsidiaries include J.P. Morgan Securities LLC, a U.S. broker-dealer, and international entities such as J.P. Morgan Securities plc in the United Kingdom and J.P. Morgan SE in Germany.

JPMorgan Chase competes on the basis of product and service quality, transaction execution, innovation, reputation, and pricing. The firm is a leader in investment banking, consumer financial services, commercial banking, financial transaction processing, and asset management. The company is subject to comprehensive regulation by the Federal Reserve, the Office of the Comptroller of the Currency, the Securities and Exchange Commission, and various other U.S. and international regulatory authorities.

Company details
Sector
Financials
Industry (SIC)
Commercial Banks
Headquarters
NEW YORK, NY
Fiscal year end
December
CIK
19617
SIC
6021

Financial performance, year by year

Fiscal 2013–2025 · USD
$-19.94B$39.88B$99.70B$159.53B$219.35B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns JPMorgan Chase — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

1.6K
funds hold it
6 of 35
superinvestors hold it
$215.65B
held by funds, at market
25.4%
of shares held by funds
149
bond issues held by funds

Superinvestors in JPMorgan Chase · what they did last quarter

Bill SmeadDECREASED -5.6%
Smead Capital Management
2.8%of 13F portfolio
Tom GaynerUNCHANGED
Markel Group (Markel-Gayner)
0.6%of 13F portfolio
Francois RochonDECREASED -8.5%
Giverny Capital
0.5%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · JPMorgan Chase’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
1.12%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
1.26%of fund net assets
iShares Core S&P 500 ETF
IVV · iShares Trust
1.36%of fund net assets
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
1.24%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

JPMorgan Chase’s bonds, as funds hold them

Funds report holding 149 issues of JPMorgan Chase’s debt, $46.48B at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.44%, maturing 2026 to 2087.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do JPMorgan Chase and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of JPMorgan Chase's earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in JPMorgan Chase's last four quarterly filings that the numbers alone won't show?”
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