Company JPMorgan Chase & Co. Mexican S.E.

Equities

JPM *

US46625H1005

Banks

End-of-day quote Mexican S.E. 06:00:00 2024-07-09 pm EDT 5-day change 1st Jan Change
3,701 MXN -1.56% Intraday chart for JPMorgan Chase & Co. +0.16% +28.44%

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%).

Number of employees: 311,921

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 2,858,597,690 ( 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 $
BlackRock Advisors LLC
5.445 %
156,351,355 5.445 % 31 624 M $
125,849,413 4.382 % 25 454 M $
Eaton Vance Management
2.324 %
66,729,367 2.324 % 13 497 M $
Geode Capital Management LLC
1.982 %
56,909,782 1.982 % 11 511 M $
Fidelity Management & Research Co. LLC
1.926 %
55,303,573 1.926 % 11 186 M $
Merrill Lynch International
1.777 %
51,021,749 1.777 % 10 320 M $
Capital Research & Management Co. (International Investors)
1.473 %
42,294,992 1.473 % 8 555 M $
Wellington Management Co. LLP
1.357 %
38,975,497 1.357 % 7 883 M $
Norges Bank (13F)
1.232 %
35,372,595 1.232 % 7 154 M $
NameEquities%Valuation
Whittier Advisors LLC
-
2,700,000 - 3 M $
HSBC Global Asset Management (USA), Inc.
-
1,925,000 - 2 M $
DoubleLine Capital LP
-
200,000 - 199 560 $
Goldman Sachs Asset Management International
-
125,000 - 124 725 $
Symbiotics Asset Management SA (Investment Management)
-
100,000 - 99 780 $
NameEquities%Valuation
HSBC Global Asset Management (USA), Inc.
0.0700 %
1,575,000 0.0700 % 2 M $
FMR Investment Management (UK) Ltd.
0.0102 %
230,000 0.0102 % 227 470 $
NameEquities%Valuation
Franklin Templeton SinoAm Securities Investment Mgmt, Inc
0.3442 %
275,398 0.3442 % 5 M $
PIMCO Europe Ltd.
0.0841 %
67,300 0.0841 % 1 M $
Atlas Capital Advisors LLC
0.005094 %
4,075 0.005094 % 77 792 $
Thompson Investment Management, Inc.
0.003750 %
3,000 0.003750 % 57 270 $
Lawrence W. Kelly & Associates, Inc.
0.000313 %
250 0.000313 % 4 773 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Abrdn Fund Managers Ltd.
-
200,000 - 216 108 $
Archer Investment Corp.
-
150,000 - 162 081 $
NameEquities%Valuation
PNC Investments LLC
10.44 %
7,084,391 10.44 % 176 M $
Mathes Co., Inc.
0.0224 %
15,200 0.0224 % 378 480 $
Capital Investment Trust Corp.
0.0183 %
12,445 0.0183 % 309 881 $
Roanoke Asset Management Corp.
0.0133 %
9,000 0.0133 % 224 100 $
Bankinter Gestión de Activos SA SGIIC
0.006342 %
4,303 0.006342 % 107 145 $
Thompson Investment Management, Inc.
0.001769 %
1,200 0.001769 % 29 880 $
Russell Investments Canada Ltd.
0.000590 %
400 0.000590 % 9 960 $
Private Ocean LLC
0.000452 %
307 0.000452 % 7 644 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
PIMCO Europe Ltd.
-
19,800,000 - 19 M $
Virtus Fixed Income Advisers LLC
-
6,264,000 - 6 M $
Canada Life Asset Management Ltd.
-
4,700,000 - 5 M $
HSBC Global Asset Management (USA), Inc.
-
4,600,000 - 5 M $
Nomura Corporate Research & Asset Management, Inc.
-
3,675,000 - 4 M $
Nordea Investment Management AB
-
2,027,000 - 2 M $
Nomura Asset Management Taiwan Ltd
-
1,507,651 - 1 M $
ABN AMRO Investment Solutions SA
-
1,200,000 - 1 M $
Ayalon Mutual Funds Ltd.
-
700,000 - 685 160 $
Mutuactivos SA SGIIC
-
563,537 - 551 590 $
NameEquities%Valuation
56,600 0.0943 % 1 M $
Capital Investment Trust Corp.
0.0250 %
15,021 0.0250 % 310 784 $
Roanoke Asset Management Corp.
0.0193 %
11,550 0.0193 % 238 970 $
Thompson Investment Management, Inc.
0.005000 %
3,000 0.005000 % 62 070 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Azimut Capital Management SGR SpA
0.4374 %
5,500,000 0.4374 % 5 M $
Abante Asesores Gestión SGIIC SA
0.0516 %
649,473 0.0516 % 649 018 $
Adepa Asset Management SA
0.0398 %
500,000 0.0398 % 499 650 $
Bankinter Gestión de Activos SA SGIIC
0.0319 %
401,564 0.0319 % 401 283 $
Bluestar Investment Managers SA
0.0278 %
350,000 0.0278 % 349 755 $
Russell Investment Management Ltd.
0.000435 %
5,464 0.000435 % 5 460 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
11,125,000 - 11 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 - 874 384 $
TCW Investment Management Co LLC
-
303,000 - 286 420 $
Gesalcalá SA SGIIC
-
301,519 - 285 020 $
Western Asset Management Co. Pty Ltd.
-
100,000 - 94 528 $
AlphaSimplex Group LLC
-
85,000 - 80 349 $
BlackRock International Ltd.
-
36,000 - 34 030 $
NameEquities%Valuation
Caixa DTVM SA
0.001461 %
419,554 0.001461 % 9 M $
Itaú Unibanco SA
0.000698 %
200,436 0.000698 % 4 M $
BB Gestão de Recursos DTVM SA
0.000620 %
177,900 0.000620 % 4 M $
Machado De Almeida Asset Management Ltda.
0.000233 %
66,800 0.000233 % 1 M $
Safra Asset Management Ltda.
0.000229 %
65,800 0.000229 % 1 M $
Bram Bradesco Asset Management S/A DTVM
0.000217 %
62,300 0.000217 % 1 M $
BTG Pactual WM Gestão de Recursos Ltda.
0.000114 %
32,796 0.000114 % 669 329 $
XP Allocation Asset Management Ltda.
0.000028 %
8,012 0.000028 % 163 516 $
Inter Asset Gestão de Recursos Ltda.
0.000017 %
5,024 0.000017 % 102 534 $
NameEquities%Valuation
Banor Capital Ltd.
-
400,000 - 385 280 $
Ayalon Mutual Funds Ltd.
-
125,000 - 120 400 $
20,000 - 19 264 $
Resources Management Corp.
-
20,000 - 19 264 $
NameEquities%Valuation
Russell Investments Canada Ltd.
-
0 - - $
NameEquities%Valuation
PIMCO Europe Ltd.
0.2426 %
179,500 0.2426 % 4 M $
Mathes Co., Inc.
0.0375 %
27,750 0.0375 % 581 085 $
Atlas Capital Advisors LLC
0.0162 %
12,000 0.0162 % 251 280 $
Kingfisher Capital LLC
0.0139 %
10,271 0.0139 % 215 075 $
Capital Investment Trust Corp.
0.0135 %
10,014 0.0135 % 209 693 $
Thurston, Springer, Miller, Herd & Titak, Inc.
0.004558 %
3,373 0.004558 % 70 631 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Crossmark Global Holdings, Inc.
0.3774 %
279,239 0.3774 % 7 M $
WhaleRock Point Partners LLC
0.0595 %
44,000 0.0595 % 1 M $
Beck, Mack & Oliver LLC
0.0424 %
31,412 0.0424 % 788 441 $
AR Asset Management, Inc.
0.0405 %
30,000 0.0405 % 753 000 $
Shapiro Capital Management LLC
0.0373 %
27,600 0.0373 % 692 760 $
Estabrook Capital Management LLC
0.007162 %
5,300 0.007162 % 133 030 $
Thurston, Springer, Miller, Herd & Titak, Inc.
0.000676 %
500 0.000676 % 12 550 $
Boyd Watterson Asset Management LLC
0.000169 %
125 0.000169 % 3 138 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Sierra Capital LLC
0.0488 %
17,565 0.0488 % 372 027 $
Capital Investment Trust Corp.
0.0278 %
10,014 0.0278 % 212 097 $
Boyd Watterson Asset Management LLC
0.000347 %
125 0.000347 % 2 648 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $

Holdings

NameEquities%Valuation
37,154,211 15.13% 9,751,865,761 $
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 $
600 20.00% 2,058 $

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
207.8 USD
Average target price
212.6 USD
Spread / Average Target
+2.31%
Consensus
  1. Stock Market
  2. Equities
  3. JPM Stock
  4. JPM * Stock
  5. Company JPMorgan Chase & Co.