National Commercial Banks · SIC 6021

JPMORGAN CHASE & CO

JPM

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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

Price · 5Y

+16.3% / yr 2.5 pts / yr vs S&P 500 111.8% total
Compare:

Live market

delayed ≤15 min
$306.38
1.12%
Market cap
$820.95B
Enterprise value
$1.32T
P/E (trailing)
14.4×
Forward P/E
P/B
2.26×
Dividend yield
1.9%
52-wk high
$337.25
52-wk low
$260.31
Beta
Shares out
2.68B

5-year trend

What this company does

AI

JPMorgan Chase is the largest U.S. bank, offering consumer banking, credit cards, investment banking, trading, and asset management to retail customers, corporations, and institutions globally across roughly 4,800 branches and worldwide offices. It earns money primarily from net interest income on $1.5 trillion in loans and $2.6 trillion in deposits (about 51% of revenue), supplemented by trading, investment banking fees, and asset management fees on $4.8 trillion in AUM. The firm is operating from a position of dominance, posting Q1 2026 net income of $16.5 billion (up 13%), a 23% return on tangible equity, and the #1 global investment banking wallet share at 9.8%.

Key risks

AI
  • CET1 ratio fell to 14.3% from 15.4% YoY, signaling capital return/RWA growth pressuring the Firm's most-watched regulatory cushion.
  • Nonperforming assets rose 10% to $10.0 billion; Card Services net charge-off rate hit 3.47% with consumer credit stress lingering from California wildfires.
  • Noninterest expense jumped 14% to $26.9 billion, outpacing 10% revenue growth and compressing operating leverage as comp and investments accelerate.

Profitability

Net margin

31.3%

5.0%

Return on equity

15.7%

11.7%

Return on assets

21.1%

1345.7%

Leverage

Debt / equity

-0.25×

102.3%

Long-term debt / equity

1.20×

1.9%

Debt / assets

-34.2%

137.2%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet 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$14.01B32.7%

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

No data yet for industry average

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Insider activity

No insider transactions on file for JPM in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns JPM

Institutional value

$136.16B

Total shares held

471.9M

Distinct holders

769

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC165.3M$48.62BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC65.6M$19.29BNew
3WELLS FARGO & COMPANY/MN23.0M$6.77BNew
4DIMENSIONAL FUND ADVISORS LP19.0M$5.58BNew
5Legal & General Group Plc18.8M$5.54BNew
6VANGUARD FIDUCIARY TRUST CO14.1M$4.15BNew
7Invesco Ltd.12.3M$3.63BNew
8Boston Partners7.1M$2.08BNew
9BNP PARIBAS FINANCIAL MARKETS7.0M$2.07BNew
10Mitsubishi UFJ Asset Management Co., Ltd.6.2M$1.83BNew
11PNC Financial Services Group, Inc.5.7M$1.66BNew
12National Pension Service5.5M$1.62BNew
13Vanguard Global Advisers, LLC5.5M$1.61BNew
14VANGUARD ASSET MANAGEMENT, Ltd4.8M$1.41BNew
15RHUMBLINE ADVISERS4.6M$1.36BNew
16CIBC Bancorp USA Inc.4.4M$1.29BNew
17TD ASSET MANAGEMENT INC4.4M$1.29BNew
18STIFEL FINANCIAL CORP3.8M$1.13BNew
19CITIGROUP INC3.8M$1.11BNew
20Voya Investment Management LLC3.7M$1.08BNew

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

AI
  1. 1

    CET1 dropped 110bps year-over-year to 14.3% while expenses grew 14% versus 10% revenue growth—where exactly is operating leverage breaking?

  2. 2

    With NII ex-Markets up only 3% and rates falling, what's your 2026 NII trajectory if deposit betas don't compress as expected?

  3. 3

    Allowance coverage fell to 1.82% from 1.94% despite nonperforming assets rising 10%—why is reserve release appropriate now?