Latest revenue
$49.84B
as of 2026-03-31
Latest net income
$16.49B
as of 2026-03-31
Net margin
33.1%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within National Commercial Banks (134 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Community sentiment
Where do you think AMJB is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $94.13B
- Enterprise value
- $588.90B
- P/E (trailing)
- 1.7×
- Forward P/E
- —
- P/B
- 0.26×
- Dividend yield
- 4.2%
- 52-wk high
- $37.54
- 52-wk low
- $28.00
- Beta
- —
- Shares out
- 2.68B
5-year trend
What this company does
Item 1. Business. Overview JPMorgan Chase & Co. (“JPMorganChase” or the “Firm”, NYSE: JPM), a financial holding company incorporated under Delaware law in 1968, is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorganChase had $4.4 trillion in assets and $362.4 billion in stockholders’ equity as of December 31, 2025. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers, predominantly in the U.S., and many of the world’s most…
AI summary unavailable — showing raw filing excerpt
Generated from AMJB's filing dated 2026-02-13
Key risks
Item 1A. Risk Factors. The following discussion sets forth the material risk factors that could affect JPMorganChase’s financial condition and operations. Readers should not consider any descriptions of these factors to be a complete set of all potential risks that could affect the Firm. Any of the risk factors discussed below could by itself, or combined with other factors, materially and adversely affect JPMorganChase’s business, results of operations, financial condition, capital position, liquidity, competitive position or reputation, including by materially increasing expenses or decreasing revenues, which could result in material losses or a decrease in earnings. Summary The principal…
AI summary unavailable — showing raw filing excerpt
Generated from AMJB's filing dated 2026-02-13
Profitability
Net margin
31.3%
5.0%Return on equity
15.7%
7.2%Return on assets
21.1%
0.9%Leverage
Debt / equity
-0.25×
24.9%Long-term debt / equity
1.20×
3.1%Debt / assets
-34.2%
33.4%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $49.84B | +10.0% | $16.49B | +12.6% | 33.1% |
Q4 2025 2025-12-31 | $45.80B | +7.1% | $13.03B | -7.0% | 28.4% |
Q3 2025 2025-09-30 | $46.43B | +8.8% | $14.39B | +11.6% | 31.0% |
Q2 2025 2025-06-30 | $44.91B | -10.5% | $14.99B | -17.4% | 33.4% |
Q1 2025 2025-03-31 | $45.31B | +8.1% | $14.64B | +9.1% | 32.3% |
Q4 2024 2024-12-31 | $42.77B | — | $14.01B | — | 32.7% |
Q3 2024 2024-09-30 | $42.65B | +7.0% | $12.90B | -1.9% | 30.2% |
Q2 2024 2024-06-30 | $50.20B | +21.5% | $18.15B | +25.4% | 36.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
National Commercial Banks · SIC 6021
Your notes
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Insider activity
Insider buying
$0
Insider selling
$127.0M
Net activity
−$127.0M
Distinct insiders
13
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AMJB
Institutional value
$305.6M
Total shares held
8.8M
Distinct holders
46
-23 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 3.7M | $128.1M | — | New |
| 2 | JPMORGAN CHASE & CO | 2.2M | $75.8M | -184.0K (-7.8%) | Trimmed |
| 3 | KEYBANK NATIONAL ASSOCIATION/OH | 594.8K | $20.6M | -53.6K (-8.3%) | Trimmed |
| 4 | LPL Financial LLC | 509.2K | $17.6M | +7.2K (+1.4%) | Added |
| 5 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 368.0K | $12.7M | -677 (-0.2%) | Trimmed |
| 6 | FF Advisors,LLC | 198.5K | $6.8M | +22.4K (+12.7%) | Added |
| 7 | NOESIS CAPITAL MANGEMENT CORP | 156.5K | $5.4M | -1.2K (-0.8%) | Trimmed |
| 8 | LAKE STREET PRIVATE WEALTH, LLC | 147.0K | $5.1M | +2.2K (+1.5%) | Added |
| 9 | EVERETT HARRIS & CO /CA/ | 98.7K | $3.4M | -2.1K (-2.1%) | Trimmed |
| 10 | Smallwood Wealth Investment Management, LLC | 91.9K | $3.2M | -178 (-0.2%) | Trimmed |
| 11 | Americana Partners, LLC | 71.0K | $2.5M | +2.4K (+3.5%) | Added |
| 12 | Argyle Capital Partners, LLC | 70.6K | $2.4M | -3.3K (-4.4%) | Trimmed |
| 13 | My Personal CFO, LLC | 62.1K | $2.1M | +0 (+0.0%) | No change |
| 14 | UBS Group AG | 61.7K | $2.1M | +61.2K (+13083.8%) | Added |
| 15 | Benchmark Financial, LLC | 48.8K | $1.7M | +3.7K (+8.2%) | Added |
| 16 | HighTower Advisors, LLC | 46.8K | $1.6M | +657 (+1.4%) | Added |
| 17 | Beckerman Institutional, LLC | 40.3K | $1.4M | +1.7K (+4.4%) | Added |
| 18 | IFP Advisors, Inc | 34.7K | $1.2M | +0 (+0.0%) | No change |
| 19 | Kestra Advisory Services, LLC | 34.3K | $1.2M | +6.2K (+22.1%) | Added |
| 20 | CURA WEALTH ADVISORS, LLC | 31.6K | $1.1M | +0 (+0.0%) | No change |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AMJB's latest filing finishes processing.
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