| Market Cap | 451.61B | P/E | 9.99 | EPS this Y | 22.00% | Ern Qtrly Grth | 25.40% |
| Income | 52.22B | Forward P/E | 11.61 | EPS next Y | -7.20% | 50D Avg Chg | 7.00% |
| Sales | 161B | PEG | 3.52 | EPS past 5Y | 17.46% | 200D Avg Chg | 13.00% |
| Dividend | 3.00% | Price/Book | 1.58 | EPS next 5Y | 3.18% | 52W High Chg | -2.00% |
| Recommedations | 2.00 | Quick Ratio | - | Shares Outstanding | 2.85B | 52W Low Chg | 53.00% |
| Insider Own | 0.45% | ROA | 1.35% | Shares Float | 2.83B | Beta | 1.11 |
| Inst Own | 73.80% | ROE | 16.55% | Shares Shorted/Prior | 27.68M/25.03M | Price | 155.40 |
| Gross Margin | - | Profit Margin | 33.56% | Avg. Volume | 10,335,066 | Target Price | 217.00 |
| Oper. Margin | 50.59% | Earnings Date | Oct 11 | Volume | 8,209,716 | Change | -1.13% |
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and large corporations, as well as investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products to high net worth clients. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
| Morgan Stanley | Overweight | Sep 12, 24 |
| Deutsche Bank | Hold | Sep 3, 24 |
| Morgan Stanley | Overweight | Jul 30, 24 |
| Evercore ISI Group | Outperform | Jul 15, 24 |
| Citigroup | Neutral | Jul 15, 24 |
| Wells Fargo | Overweight | Jul 15, 24 |
| Barclays | Overweight | Jul 15, 24 |
| Oppenheimer | Outperform | Jul 15, 24 |
| Morgan Stanley | Overweight | Jul 15, 24 |
| Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Scher Peter | Vice Chairman Vice Chairman | Jan 13 | Sell | 166.65 | 1,812 | 301,970 | 46,766 | 01/16/24 |
| Scher Peter | Vice Chairman Vice Chairman | Jan 13 | Option | 0 | 12,590 | 53,923 | 01/16/24 | |
| Piepszak Jennifer | Co-CEO CCB Co-CEO CCB | Jan 13 | Sell | 166.59 | 1,649 | 274,707 | 34,467 | 01/16/24 |
| Piepszak Jennifer | Co-CEO CCB Co-CEO CCB | Jan 13 | Option | 0 | 27,543 | 50,469 | 01/16/24 | |
| Petno Douglas B | CEO Commercial Banki.. CEO Commercial Banking | Jan 13 | Sell | 166.7 | 3,267 | 544,609 | 295,914 | 01/16/24 |
| Petno Douglas B | CEO Commercial Banki.. CEO Commercial Banking | Jan 13 | Option | 0 | 27,205 | 313,318 | 01/16/24 | |
| Lake Marianne | Co-CEO CCB Co-CEO CCB | Jan 13 | Sell | 166.72 | 4,459 | 743,404 | 64,996 | 01/16/24 |
| Lake Marianne | Co-CEO CCB Co-CEO CCB | Jan 13 | Option | 0 | 31,528 | 86,040 | 01/16/24 | |
| Erdoes Mary E. | CEO Asset & Wealth M.. CEO Asset & Wealth Management | Jan 13 | Option | 0 | 41,155 | 601,528 | 01/16/24 | |
| Erdoes Mary E. | CEO Asset & Wealth M.. CEO Asset & Wealth Management | Jan 13 | Sell | 166.73 | 4,814 | 802,638 | 574,817 | 01/16/24 |
| BACON ASHLEY | Chief Risk Officer Chief Risk Officer | Jan 13 | Sell | 166.73 | 3,368 | 561,547 | 205,461 | 01/16/24 |
| BACON ASHLEY | Chief Risk Officer Chief Risk Officer | Jan 13 | Option | 0 | 25,634 | 220,990 | 01/16/24 | |
| Lake Marianne | Co-CEO CCB Co-CEO CCB | Dec 12 | Sell | 160.0008 | 32,243 | 5,158,906 | 131,962 | 12/12/23 |
| Friedman Stacey | General Counsel General Counsel | Sep 06 | Sell | 144.8573 | 4,310 | 624,335 | 53,425 | 09/06/23 |
| Petno Douglas B | CEO Commercial Banki.. CEO Commercial Banking | Jun 15 | Sell | 142.1630 | 4,930 | 700,864 | 277,161 | 06/15/23 |
| Scher Peter | Vice Chairman Vice Chairman | Jun 15 | Sell | 141.3901 | 2,482 | 350,930 | 41,333 | 06/15/23 |
| Erdoes Mary E. | CEO Asset & Wealth M.. CEO Asset & Wealth Management | Jun 15 | Sell | 142.1535 | 8,118 | 1,154,002 | 560,373 | 06/15/23 |
| Pinto Daniel E | President & COO, CEO.. President & COO, CEO CIB | May 11 | Sell | 135.9274 | 113,640 | 15,446,790 | 566,665 | 05/11/23 |
| Piepszak Jennifer | Co-CEO CCB Co-CEO CCB | May 11 | Sell | 135.9728 | 1,871 | 254,405 | 24,797 | 05/11/23 |
| Erdoes Mary E. | CEO Asset & Wealth M.. CEO Asset & Wealth Management | Jan 13 | Sell | 140.29 | 10,340 | 1,450,599 | 544,136 | 01/17/23 |
| Erdoes Mary E. | CEO Asset & Wealth M.. CEO Asset & Wealth Management | Jan 13 | Option | 0 | 43,923 | 577,718 | 01/17/23 | |
| Friedman Stacey | General Counsel General Counsel | Jan 13 | Sell | 140.31 | 23,148 | 3,247,896 | 48,311 | 01/17/23 |
| Friedman Stacey | General Counsel General Counsel | Jan 13 | Option | 0 | 23,856 | 83,611 | 01/17/23 | |
| Lake Marianne | Co-CEO CCB Co-CEO CCB | Jan 13 | Sell | 141 | 10,000 | 1,410,000 | 86,864 | 01/17/23 |
| Lake Marianne | Co-CEO CCB Co-CEO CCB | Jan 13 | Option | 0 | 32,045 | 113,534 | 01/17/23 | |
| Petno Douglas B | CEO Commercial Banki.. CEO Commercial Banking | Jan 13 | Sell | 140.3 | 11,644 | 1,633,653 | 242,729 | 01/17/23 |
| Petno Douglas B | CEO Commercial Banki.. CEO Commercial Banking | Jan 13 | Option | 0 | 26,679 | 268,041 | 01/17/23 | |
| Piepszak Jennifer | Co-CEO CCB Co-CEO CCB | Jan 13 | Sell | 140.32 | 10,462 | 1,468,028 | 11,700 | 01/17/23 |
| Piepszak Jennifer | Co-CEO CCB Co-CEO CCB | Jan 13 | Option | 0 | 22,309 | 33,444 | 01/17/23 | |
| Scher Peter | Vice Chairman Vice Chairman | Jan 13 | Sell | 140.32 | 4,399 | 617,268 | 36,369 | 01/17/23 |
| Scher Peter | Vice Chairman Vice Chairman | Jan 13 | Option | 0 | 11,875 | 45,537 | 01/17/23 | |
| BACON ASHLEY | Chief Risk Officer Chief Risk Officer | Apr 19 | Sell | 130.0373 | 21,012 | 2,732,344 | 178,588 | 04/19/22 |
| Piepszak Jennifer | Co-CEO CCB Co-CEO CCB | Apr 14 | Sell | 126.1892 | 4,668 | 589,051 | 11,135 | 04/14/22 |
| Piepszak Jennifer | Chief Financial Offi.. Chief Financial Officer | Oct 26 | Option | 0 | 6,497 | 12,967 | 10/26/20 | |
| Piepszak Jennifer | Chief Financial Offi.. Chief Financial Officer | Oct 26 | Sell | 101.11 | 3,297 | 333,360 | 6,212 | 10/26/20 |
| Giles Nicole | Corporate Controller Corporate Controller | Oct 26 | Option | 0 | 4,647 | 12,364 | 10/26/20 | |
| Giles Nicole | Corporate Controller Corporate Controller | Oct 26 | Sell | 100.98 | 2,281 | 230,335 | 7,718 | 10/26/20 |
| Pinto Daniel E | Co-President & COO,.. Co-President & COO, CEO CIB | Oct 16 | Option | 44.29 | 75,000 | 3,321,750 | 544,078 | 10/16/20 |