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 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 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
Director/Board Member 55 23-03-19
Director/Board Member 62 Jan. 15

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 2,990,375 0 0 69.59 %
Stock B 1 4,104,933,895 2,858,598,417 ( 69.64 %) 1,233,266,016 ( 30.04 %)

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
9.440 %
271,077,070 9.440 % 54 828 M CHF
BlackRock Advisors LLC
5.445 %
156,351,355 5.445 % 31 624 M CHF
125,849,413 4.382 % 25 454 M CHF
Eaton Vance Management
2.324 %
66,729,367 2.324 % 13 497 M CHF
Geode Capital Management LLC
1.982 %
56,909,782 1.982 % 11 511 M CHF
Fidelity Management & Research Co. LLC
1.926 %
55,303,573 1.926 % 11 186 M CHF
Merrill Lynch International
1.777 %
51,021,749 1.777 % 10 320 M CHF
Capital Research & Management Co. (International Investors)
1.473 %
42,294,992 1.473 % 8 555 M CHF
Wellington Trust Co., NA
1.357 %
38,975,497 1.357 % 7 883 M CHF
Norges Bank (13F)
1.232 %
35,372,595 1.232 % 7 154 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 - 199 560 CHF
Goldman Sachs Asset Management International
-
125,000 - 124 725 CHF
Symbiotics Asset Management SA (Investment Management)
-
100,000 - 99 780 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 % 227 470 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 % 77 792 CHF
Thompson Investment Management, Inc.
0.003750 %
3,000 0.003750 % 57 270 CHF
Lawrence W. Kelly & Associates, Inc.
0.000313 %
250 0.000313 % 4 773 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 % 378 480 CHF
Capital Investment Trust Corp.
0.0183 %
12,445 0.0183 % 309 881 CHF
Roanoke Asset Management Corp.
0.0133 %
9,000 0.0133 % 224 100 CHF
Bankinter Gestión de Activos SA SGIIC
0.006342 %
4,303 0.006342 % 107 145 CHF
Thompson Investment Management, Inc.
0.001769 %
1,200 0.001769 % 29 880 CHF
Russell Investments Canada Ltd.
0.000590 %
400 0.000590 % 9 960 CHF
Private Ocean LLC
0.000452 %
307 0.000452 % 7 644 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 - 5 M CHF
Nomura Corporate Research & Asset Management, Inc.
-
3,675,000 - 4 M CHF
Nordea Investment Management AB
-
2,027,000 - 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 - 685 160 CHF
Mutuactivos SA SGIIC
-
563,537 - 551 590 CHF
NameEquities%Valuation
56,600 0.0943 % 1 M CHF
Capital Investment Trust Corp.
0.0250 %
15,021 0.0250 % 310 784 CHF
Roanoke Asset Management Corp.
0.0193 %
11,550 0.0193 % 238 970 CHF
Thompson Investment Management, Inc.
0.005000 %
3,000 0.005000 % 62 070 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 % 5 M CHF
Abante Asesores Gestión SGIIC SA
0.0516 %
649,473 0.0516 % 649 018 CHF
Adepa Asset Management SA
0.0398 %
500,000 0.0398 % 499 650 CHF
Bankinter Gestión de Activos SA SGIIC
0.0319 %
401,564 0.0319 % 401 283 CHF
Bluestar Investment Managers SA
0.0278 %
350,000 0.0278 % 349 755 CHF
Russell Investment Management Ltd.
0.000435 %
5,464 0.000435 % 5 460 CHF
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
11,125,000 - 11 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 - 874 384 CHF
TCW Investment Management Co LLC
-
303,000 - 286 420 CHF
Gesalcalá SA SGIIC
-
301,519 - 285 020 CHF
Western Asset Management Co. Pty Ltd.
-
100,000 - 94 528 CHF
AlphaSimplex Group LLC
-
85,000 - 80 349 CHF
BlackRock International Ltd.
-
36,000 - 34 030 CHF
NameEquities%Valuation
Caixa DTVM SA
0.001461 %
419,554 0.001461 % 9 M CHF
Itaú Unibanco SA
0.001396 %
400,872 0.001396 % 8 M CHF
BB Gestão de Recursos DTVM SA
0.001107 %
317,900 0.001107 % 6 M CHF
Machado De Almeida Asset Management Ltda.
0.000233 %
66,800 0.000233 % 1 M CHF
Bram Bradesco Asset Management S/A DTVM
0.000208 %
59,740 0.000208 % 1 M CHF
Safra Asset Management Ltda.
0.000195 %
56,100 0.000195 % 1 M CHF
BTG Pactual WM Gestão de Recursos Ltda.
0.000114 %
32,696 0.000114 % 667 288 CHF
XP Allocation Asset Management Ltda.
0.000027 %
7,737 0.000027 % 157 903 CHF
Inter Asset Gestão de Recursos Ltda.
0.000017 %
5,024 0.000017 % 102 534 CHF
Santa Fé Investimentos Ltda
0.000013 %
3,800 0.000013 % 77 554 CHF
NameEquities%Valuation
Banor Capital Ltd.
-
400,000 - 385 280 CHF
Ayalon Mutual Funds Ltd.
-
125,000 - 120 400 CHF
20,000 - 19 264 CHF
Resources Management Corp.
-
20,000 - 19 264 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 % 581 085 CHF
Atlas Capital Advisors LLC
0.0162 %
12,000 0.0162 % 251 280 CHF
Kingfisher Capital LLC
0.0139 %
10,271 0.0139 % 215 075 CHF
Capital Investment Trust Corp.
0.0135 %
10,014 0.0135 % 209 693 CHF
Thurston, Springer, Miller, Herd & Titak, Inc.
0.004558 %
3,373 0.004558 % 70 631 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 % 788 441 CHF
AR Asset Management, Inc.
0.0405 %
30,000 0.0405 % 753 000 CHF
Shapiro Capital Management LLC
0.0373 %
27,600 0.0373 % 692 760 CHF
Estabrook Capital Management LLC
0.007162 %
5,300 0.007162 % 133 030 CHF
Thurston, Springer, Miller, Herd & Titak, Inc.
0.000676 %
500 0.000676 % 12 550 CHF
Boyd Watterson Asset Management LLC
0.000169 %
125 0.000169 % 3 138 CHF
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - CHF
NameEquities%Valuation
Sierra Capital LLC
0.0488 %
17,565 0.0488 % 372 027 CHF
Capital Investment Trust Corp.
0.0278 %
10,014 0.0278 % 212 097 CHF
Boyd Watterson Asset Management LLC
0.000347 %
125 0.000347 % 2 648 CHF
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - CHF

Holdings

NameEquities%Valuation
37,154,211 15.13% 9,751,865,761 $
202,632 64.17% 757,844 $
3,800 95.60% 35,986 $
1,536 0.00% 11,013 $
1,138 25.01% 6,213 $
600 100.00% 5,916 $
687 5.44% 5,860 $
438 22.46% 3,460 $
815 20.90% 3,024 $
343 18.34% 2,703 $

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
207.4 USD
Average target price
212.6 USD
Spread / Average Target
+2.48%
Consensus
  1. Stock Market
  2. Equities
  3. JPM Stock
  4. JPM Stock
  5. Company JPMorgan Chase & Co.