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NYSE · Financials

JPMorgan Chase JPM

JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management.

Sources StockAnalysis company profile stockanalysis.com
Banking

Company profile

Business mix

  • It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management.
  • The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans.
  • It also provides investment banking, market-making, financing, custody, and securities products and services.
  • In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in banks - diversified?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 9 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 14.96 FCF N/A Buyback 3.55%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Viking Global Investors Andreas Halvorsen 2.2% $795.4M 2026-03-31
Davis Advisors Chris Davis 0.8% $163.7M 2026-03-31
Smead Capital Management 2.7% $122.4M 2026-03-31
Markel Group Tom Gayner 0.6% $74.3M 2026-03-31
Gardner Russo & Quinn Thomas Russo 0.5% $43.8M 2026-03-31
Soros Fund Management George Soros 0.4% $34.8M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $33.6M 2026-03-31
Giverny Capital Francois Rochon 0.6% $15.4M 2026-03-31
Kahn Brothers Group 0.1% $828,942 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 5 Last 4 13F filing periods
Net reducers 3 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $204.3M Estimated from net added shares
Reduction amount $455.7M Estimated from net reduced shares
Net share change / base shares -16.4% -854,340 / 5,219,800
Viking Global Investors Andreas Halvorsen 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 86.1% 13F value change +$639.1M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 25.2% 13F value change +$424.0M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -62.3% 13F value change -$981.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 41.9% 13F value change +$181.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,171,648 Last 4 periods +532,370 (+24.5%) Total shares 2,704,018 Value $795.4M
Soros Fund Management George Soros 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$56.7M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$56.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 5366.9% 13F value change +$34.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +118,358 (New) Total shares 118,358 Value $34.8M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 6.7% 13F value change +$5.2M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 12.0% 13F value change +$5.5M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 14.7% 13F value change +$5.2M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 3.1% 13F value change -$2.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 80,758 Last 4 periods +33,316 (+41.3%) Total shares 114,074 Value $33.6M
Giverny Capital Francois Rochon 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 14.5% 13F value change +$3.9M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.5% 13F value change +$1.2M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 2.2% 13F value change +$709,362
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 0.9% 13F value change -$1.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 44,483 Last 4 periods +7,815 (+17.6%) Total shares 52,298 Value $15.4M
Smead Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -34.4% 13F value change -$54.3M
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -7.1% 13F value change +$2.0M
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -6.5% 13F value change -$8.5M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -26.1% 13F value change -$58.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 987,155 Last 4 periods -571,061 (-57.8%) Total shares 416,094 Value $122.4M
Gardner Russo & Quinn Thomas Russo 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -45.0% 13F value change -$89.6M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -5.0% 13F value change +$5.6M
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -3.0% 13F value change -$1.5M
13F 2026-03-31 Filed 2026-05-13
Major reduction Shares -71.9% 13F value change -$126.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 1,043,354 Last 4 periods -894,556 (-85.7%) Total shares 148,798 Value $43.8M
Kahn Brothers Group 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$804,500
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -3.9% 13F value change +$37,067
13F 2025-12-31 Filed 2026-02-12
Major increase Shares 30.0% 13F value change +$275,891
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -18.7% 13F value change -$288,516
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 0 Last 4 periods +2,818 (New) Total shares 2,818 Value $828,942
Davis Advisors Chris Davis 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Minor reduction Shares -0.6% 13F value change +$27.4M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -6.4% 13F value change +$3.5M
13F 2025-12-31 Filed 2026-02-02
Minor reduction Shares -4.0% 13F value change -$3.7M
13F 2026-03-31 Filed 2026-05-07
Minor reduction Shares -2.6% 13F value change -$20.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 639,852 Last 4 periods -83,400 (-13.0%) Total shares 556,452 Value $163.7M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 252,550 Last 4 periods +0 (0.0%) Total shares 252,550 Value $74.3M

Recent mentions

No public mentions.