Ticker · CUSIP 46625H100
···Share
Holders (tracked)
1
Combined shares
4,000
Combined value
$1.18M
Last close
$310.29
Quarter
2026Q1
Price · 1Y$310.29+78.33 (+33.77%)H $334.61 · L $228.99 · Avg Vol 9.2M
Analyst target$335.90EarningsInsider sellCongress buyCongress sellPosition opened
$250.00$300.00$350.00$400.00Target $335.90VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
-33 vs previous quarter over the last 8.
1312024Q22026Q1
Price is +5.5% vs the avg quarter-end implied price across tracked holders.
About

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 s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; 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 business, large and midsized companies, local governments, and nonprofit clients; and commercial real estate banking services to 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, trusts and estates, loans, mortgages, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

CEO
James Dimon
Employees
318,477
Exchange
NYSE
Country
US
IPO
1980-03-17
Key statistics
52W range76% of range
$226.34$337.25
Market cap
$836.86B
Enterprise value
$1.76T
Shares out
Beta
1.04
P/E (TTM)
14.69
Div yield
1.90%
52W high
$337.25
52W low
$226.34
50D avg
$299.51
200D avg
$303.57
Volume
7.96M
Avg volume
Institutional ownership
2026Q1
of shares out
Total invested
$1.18M
Investors holding
1
Aggregated from disclosed portfolios of the super-investors we track. Not the full institutional float — only the funds currently in our coverage list.
ESG score
No ESG disclosures available for this ticker.

Valuation & profitability

TTM · FMP
Multiples
P/E (TTM)
14.69
PEG
3.39
P/S
2.94
P/B
2.38
P/FCF
8.30
EV/Sales
6.17
EV/EBITDA
21.58
EV/FCF
17.43
Earnings yield
6.8%
FCF yield
12.1%
Profitability
Gross margin
60.9%
EBITDA margin
28.6%
Operating margin
26.2%
Net margin
20.7%
Returns & leverage
ROE
16.3%
ROA
1.2%
ROIC
3.0%
Debt / equity
3.39
Current ratio
0.62
Quarterly financials
Last 5Q
Revenue
$73.66B2026 Q1
2025Q12026Q1
Net income
$16.49B2026 Q1
2025Q12026Q1
Operating income
$20.48B2026 Q1
2025Q12026Q1
EPS (diluted)
$5.942026 Q1
2025Q12026Q1
Earnings surprise
EPS · Last 4Q
FY26 Q2 actual$5.94vs est $5.47+8.6%
EstimateActual (beat)Actual (miss)
+10.7%FY25 Q3+4.5%FY25 Q4-4.5%FY26 Q1+8.6%FY26 Q2

Revenue segmentation

FMP · annual
By product line
FY2025$185.58B total
  • Commercial And Investment Bank$78.45B · 42.3%
  • Consumer & Community Banking$76.03B · 41.0%
  • Asset and Wealth Management Segment$24.07B · 13.0%
  • Segment Reporting, Reconciling Item, Corporate Nonsegment$7.03B · 3.8%
By geography
FY2025$182.45B total
  • North America$139.69B · 76.6%
  • EMEA$24.48B · 13.4%
  • Asia Pacific$14.06B · 7.7%
  • Latin America$4.21B · 2.3%

SEC event timeline

30 events
  1. DIMON JAMES · Chairman & CEO
    2026-04-15
    Sold $40.00M @ $306.56
    Insider sell
  2. Beer Lori A · Chief Information Officer
    2026-04-15
    Sold $970.7K @ $306.59
    Insider sell
  3. BACON ASHLEY · Chief Risk Officer
    2026-04-15
    Sold $2.32M @ $306.55
    Insider sell
  4. Erdoes Mary E. · CEO Asset & Wealth Management
    2026-04-15
    Sold $3.78M @ $306.57
    Insider sell
  5. Lake Marianne · CEO CCB
    2026-04-15
    Sold $1.97M @ $306.57
    Insider sell
  6. Petno Douglas B · Co-CEO CIB
    2026-04-15
    Sold $1.74M @ $306.58
    Insider sell
  7. Piepszak Jennifer · Chief Operating Officer
    2026-04-15
    Sold $2.80M @ $306.56
    Insider sell
  8. Barnum Jeremy · Chief Financial Officer
    2026-04-15
    Sold $1.72M @ $306.55
    Insider sell
  9. +182,372 shares · 2025Q4
    Position
  10. −34,736 shares · 2025Q4
    Position
  11. −3,153,078 shares · 2025Q4
    Position
  12. −403,689 shares · 2025Q4
    Position
  13. +355,514 shares · 2025Q4
    Position
  14. +17,103 shares · 2025Q4
    Position
  15. −1,075,522 shares · 2025Q4
    Position
  16. −3,425,119 shares · 2025Q4
    Position
  17. +300,524 shares · 2025Q4
    Position
  18. −164 shares · 2025Q4
    Position
  19. −35,655 shares · 2025Q4
    Position
  20. +230 shares · 2025Q4
    Position
  21. −313,206 shares · 2025Q4
    Position
  22. −70,250 shares · 2025Q4
    Position
  23. +2,165 shares · 2025Q4
    Position
  24. −66 shares · 2025Q4
    Position
  25. +35,368,681 shares · 2025Q4
    Position
  26. −39,155 shares · 2025Q4
    Position
  27. +296,213 shares · 2025Q4
    Position
  28. +577 shares · 2025Q4
    Position
  29. +1,017,026 shares · 2025Q3
    Position
  30. +393,777 shares · 2025Q3
    Position

Insider activity

Last 30 days
Net (open-market)
−$55.30M
Buys
0 · $0
Sells
8 · $55.30M
Unique insiders
8
DateInsiderCodeSharesPriceValue
04-15DIMON JAMES
Chairman & CEO · Officer, Director
S130,488$306.56$40.00M
04-15Beer Lori A
Chief Information Officer · Officer
S3,166$306.59$970.7K
04-15BACON ASHLEY
Chief Risk Officer · Officer
S7,558$306.55$2.32M
04-15Erdoes Mary E.
CEO Asset & Wealth Management · Officer
S12,345$306.57$3.78M
04-15Lake Marianne
CEO CCB · Officer
S6,427$306.57$1.97M
04-15Petno Douglas B
Co-CEO CIB · Officer
S5,660$306.58$1.74M
04-15Piepszak Jennifer
Chief Operating Officer · Officer
S9,136$306.56$2.80M
04-15Barnum Jeremy
Chief Financial Officer · Officer
S5,611$306.55$1.72M
Follow-the-investor returns
If you'd copied each holder of JPM…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
Greenhaven Associates2016Q2$115.74+168.1%$1.2M

Who moved on this name in 2026Q1

Position changes reported for the latest quarter, grouped by direction.
No position changes reported on this name for the latest quarter.

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q2
32
$2.97T
2022Q3
33
$34.99B
2022Q4
29
$45.86B
2023Q1
32
$44.65B
2023Q2
31
$49.57B
2023Q3
28
$43.29B
2023Q4
29
$51.57B
2024Q1
31
$69.65B
2024Q2
31
$68.73B
2024Q3
30
$28.69B
2024Q4
27
$26.26B
2025Q1
30
$22.73B
2025Q2
30
$36.50B
2025Q3
26
$25.95B
2025Q4
34
$36.28B
2026Q1
1
$1.2M
Congress members trading this stock
DateMemberTypeAmount rangeFiling
2026-01-29David J. TaylorBuy$1K – $15KPDF ↗
2026-01-29David J. TaylorBuy$1K – $15KPDF ↗
2026-01-20Jonathan JacksonBuy$1K – $15KPDF ↗
2025-12-22Roger WilliamsBuy$1K – $15KPDF ↗
2025-11-18Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-10-31Lisa McClainSell$1K – $15KPDF ↗
2025-10-30Lisa McClainSell$1K – $15KPDF ↗
2025-10-30Lisa McClainBuy$1K – $15KPDF ↗
2025-10-17Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-09-23Valerie HoyleSell$1K – $15KPDF ↗
2025-07-11Ritchie John TorresSell$1K – $15KPDF ↗
2025-07-02Valerie HoyleSell (P)$1K – $15KPDF ↗

Who owns JPM

1 super-investors · 2026Q1
Tracked stake
4.0K
shares
Combined value
$1M
% of shares outstanding
0.00%
tracked institutions only
Quarter action mix
Held1
#ManagerSharesValue
1Greenhaven Associates4.0K$1M

Recent moves

20 transactions
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