Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
383 MADISON AVENUE, NEW YORK, NY
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
20 Oct 2026

JPMorgan Chase & Co. reported Another company event

JPMorgan Chase & Co. filed an 8-K covering another company event, supporting financial statements or exhibits.

16 Oct 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in JPMorgan Chase & Co..

16 Oct 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in JPMorgan Chase & Co..

16 Oct 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in JPMorgan Chase & Co..

16 Oct 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in JPMorgan Chase & Co..

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$278.79B
Total assets (USD)$5.02T
Total liabilities (USD)$4.64T
Shareholders' equity (USD)$374.60B
Long-term debt (USD)$269.93B

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Finance

Company Price Market Cap
BAC - Bank of America Corporation $50.88
Yahoo Finance
$355.79B
HSBC - HSBC Holdings plc $93.54
Yahoo Finance
$321.15B
MS - Morgan Stanley $182.42
Yahoo Finance
$286.50B
GS - The Goldman Sachs Group, Inc. $890.68
Yahoo Finance
$259.34B
MUFG - Mitsubishi UFJ Financial Group, Inc. $21.80
Yahoo Finance
$258.66B

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q4 2014$23.42BUnavailable$4.93BUnavailable10-K · 28 Feb 2017
Q3 2014$24.25BUnavailable$5.57B$1.3510-Q · 3 Nov 2014
Q2 2014$24.45BUnavailable$5.98B$1.4610-Q · 4 Aug 2014
Q1 2014$22.99BUnavailable$5.27B$1.2810-Q · 2 May 2014
Q4 2013$23.92BUnavailable$5.24BUnavailable10-K · 23 Feb 2016
Q3 2013$23.12BUnavailable−$380.00M−$0.1710-Q · 1 Nov 2013

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy
Target: $371.37
11.1% upside potential
📈
Strong Buy
Unavailable
👍
Buy
11
⏸️
Hold
6
📉
Sell
1
18 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 305.00–425.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
14
Oct 2026
BURKE STEPHEN B
Director
Gift
Unavailable per share
30,000 shares
SEC Form 4
30
Sep 2026
Rometty Virginia M
Director
Grant or award
$330.83 per share
121 shares
SEC Form 4
30
Sep 2026
NOVAKOVIC PHEBE N
Director
Grant or award
$330.83 per share
121 shares
SEC Form 4
30
Sep 2026
HOBSON MELLODY L
Director
Grant or award
$330.83 per share
136 shares
SEC Form 4
30
Sep 2026
BURKE STEPHEN B
Director
Grant or award
$330.83 per share
170 shares
SEC Form 4
10
Sep 2026
Leopold Robin
Head of Human Resources
Open-market sale
$352.81 per share
2,500 shares
SEC Form 4
11
Aug 2026
Leopold Robin
Head of Human Resources
Open-market sale
$361.41 per share
2,500 shares
SEC Form 4
27
Jul 2026
Friedman Stacey
General Counsel
Gift
Unavailable per share
166 shares
SEC Form 4

Top Shareholders

Vanguard Group Inc
265,758,185 shares
-0.051% change
12/31/2025
Blackrock, Inc.
206,290,537 shares
-0.927% change
6/30/2026
Vanguard Capital Management Llc
161,586,023 shares
-2.234% change
6/30/2026
State Street Corp
125,209,293 shares
0.75% change
6/30/2026
Bank Of America Corp /De/
69,666,753 shares
6.102% change
6/30/2026
Morgan Stanley
67,092,426 shares
-2.118% change
6/30/2026
Vanguard Portfolio Management Llc
65,819,503 shares
0.364% change
6/30/2026
Geode Capital Management, Llc
61,707,794 shares
-1.348% change
6/30/2026
Norges Bank
36,122,327 shares
2.131% change
6/30/2026
Northern Trust Corp
30,677,237 shares
-1.742% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 14 hours ago