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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 financial services company with operations worldwide, serving consumers, small businesses, corporations, institutional investors and government clients. Its businesses include consumer and small-business banking, commercial banking, investment banking, financial transaction… From the company’s description.

In fiscal 2025, JPMorgan Chase reported revenue of $182.45B, up 2.8% from fiscal 2024, and net income of $57.05B. Its pre-tax margin was 39.8%. Over the twelve months to Jun 30, 2026, revenue was $199.41B.

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 financial services company with operations worldwide, serving consumers, small businesses, corporations, institutional investors and government clients. Its businesses include consumer and small-business banking, commercial banking, investment banking, financial transaction processing, and asset and wealth management, operating under the J.P. Morgan and Chase brands. For management reporting, the company has three reportable segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management; remaining activities are reported in Corporate. Its principal bank subsidiary operates branches in 48 states and Washington, D.C., while its businesses also operate through overseas branches and subsidiaries. As of December 31, 2025, the company had $4.4 trillion in assets and 318,512 employees worldwide. Its principal operating businesses serve customers predominantly in the United States and corporate, institutional and government clients globally. The company’s website is www.jpmorganchase.com.

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 4.65%, maturing 2022 to 2052.

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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