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. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. 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; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
| Business Activity | FAIL |
| Debt Ratio | — |
| Cash Ratio | — |
| Receivables Ratio | — |
| Revenue Ratio | — |
| Overall | FAIL |
| Date | EPS Est. | Reported EPS | Surprise % |
|---|---|---|---|
| 2026-07-14 | 5.39 | Pending | -- |
| 2026-04-14 | 5.51 | 5.94 | +7.8% |
| 2026-01-13 | 4.82 | 4.63 | -3.9% |
| 2025-10-14 | 4.87 | 5.07 | +4.0% |
| 2025-07-15 | 4.48 | 4.96 | +10.6% |
| 2025-04-11 | 4.64 | 5.07 | +9.2% |
| 2025-01-15 | 4.04 | 4.81 | +19.2% |
| 2024-10-11 | 3.99 | 4.37 | +9.6% |
| Period | Revenue | Net Income | EBITDA | Gross Profit | Op. Income | EPS |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49.8B | $16.5B | — | — | — | 5.95 |
| 2025-12-31 | $45.8B | $13.0B | — | — | — | 4.64 |
| 2025-09-30 | $46.4B | $14.4B | — | — | — | 5.08 |
| 2025-06-30 | $44.9B | $15.0B | — | — | — | 5.25 |
| 2025-03-31 | $45.3B | $14.6B | — | — | — | 5.08 |
| 2024-12-31 | — | — | — | — | — | — |
| Date | Name | Role | Shares | Value |
|---|---|---|---|---|
| 2026-05-20 | FRIEDMAN STACEY R. | General Counsel | 5,468 | $1.6M |
| 2026-05-15 | BEER LORI A | Chief Technology Officer | 3,165 | $949.7K |
| 2026-05-15 | PETNO DOUGLAS B | Officer | 5,659 | $1.7M |
| 2026-05-15 | LAKE MARIANNE | Officer | 6,427 | $1.9M |
| 2026-05-15 | ERDOES MARY E. | Officer | 6,648 | $2.0M |
| 2026-05-14 | PETNO DOUGLAS B | Officer | 135,027 | -- |
| 2026-05-05 | PIEPSZAK JENNIFER A | Chief Operating Officer | 4,919 | $1.5M |
| 2026-05-05 | BARNUM JEREMY | Chief Financial Officer | 3,022 | $935.0K |
| 2026-05-05 | BACON ASHLEY | Officer | 4,070 | $1.3M |
| 2026-04-15 | DIMON JAMES | Chief Executive Officer | 130,488 | $40.0M |
| Holder | Shares | Value | % Held |
|---|---|---|---|
| Blackrock Inc. | 208.2M | $63.8B | 0.1% |
| Vanguard Capital Management LLC | 165.3M | $50.6B | 0.1% |
| State Street Corporation | 124.3M | $38.1B | 0.0% |
| Morgan Stanley | 68.5M | $21.0B | 0.0% |
| Bank of America Corporation | 65.7M | $20.1B | 0.0% |
| Vanguard Portfolio Management LLC | 65.6M | $20.1B | 0.0% |
| Geode Capital Management, LLC | 62.6M | $19.2B | 0.0% |
| FMR, LLC | 31.4M | $9.6B | 0.0% |
| Northern Trust Corporation | 31.2M | $9.6B | 0.0% |
| Price (T.Rowe) Associates Inc | 27.5M | $8.4B | 0.0% |
| Date | Politician | Trade | Size ($) | Copy Return |
|---|---|---|---|---|
| 2024-03-15 | Tony Wied | BUY | $15.0K | +62.3% |
| 2023-04-10 | Andy Barr | BUY | $20.0K | +137.3% |
$579.9B
2.39
1.023
22
$173.6B
$1.3T
+17.2%
199.0%
2.17
2.93
0.0%
320,079
| Date | Estimate | Reported | Surprise |
|---|---|---|---|
| 2026-07-14 | $5.39 | Pending | — |
| 2026-04-14 | $5.51 | $5.94 | +7.8% |
| 2026-01-13 | $4.82 | $4.63 | -3.9% |
| 2025-10-14 | $4.87 | $5.07 | +4.0% |
| 2025-07-15 | $4.48 | $4.96 | +10.6% |
| 2025-04-11 | $4.64 | $5.07 | +9.2% |
| Shares | Cost | Profit to Target | R:R |
|---|---|---|---|
| To Consensus ($342.19, 21 analysts) | |||
| 10 | $3,021.00 | +$400.90 (13%) | 0.9R |
| 50 | $15,105.00 | +$2,004.50 (13%) | 0.9R |
| 100 | $30,210.00 | +$4,009.00 (13%) | 0.9R |
| To Fair Value ($471.00) | |||
| 10 | $3,021.00 | +$1,689.00 (56%) | 3.7R |
| 50 | $15,105.00 | +$8,445.00 (56%) | 3.7R |
| 100 | $30,210.00 | +$16,890.00 (56%) | 3.7R |
- No elevated risk flags in current data
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| Ticker | Correlation |
|---|---|
| XLF | 0.847 |
| GS | 0.798 |
| BAC | 0.783 |
| MS | 0.771 |
| C | 0.768 |
| Ticker | Correlation |
|---|---|
| CINECO.BH | -0.197 |
| SUKOON.AE | -0.195 |
| BAES.L | -0.152 |
| 2269.T | -0.149 |
| 2871.T | -0.141 |
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