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JPMORGAN CHASE & CO (JPM)

SEC filings, insider trading & institutional ownership from EDGAR.

NYSEFinancialsBanks

JPMorgan Chase & Co. (JPMorganChase or the Firm, NYSE: JPM) is a financial holding company incorporated under Delaware law in 1968 and a leading U.S.-based financial services firm with operations worldwide. As of December 31, 2025, it had $4.4 trillion in assets and $362.4 billion in stockholders' equity. The Firm describes itself as a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management, operating under the J.P. Morgan and Chase brands.

For management reporting purposes, the Firm has three reportable business segments: Consumer & Community Banking (CCB), its consumer segment; and Commercial & Investment Bank (CIB) and Asset & Wealth Management (AWM), its wholesale segments. Remaining activities are reported in Corporate. The text refers to the Management's discussion and analysis and Note 32 for detailed descriptions of each segment's products and services, which are not included here.

JPMorganChase serves millions of customers, predominantly in the U.S., as well as many of the world's most prominent corporate, institutional and government clients globally. Consumers and small businesses are served mainly through CCB, while corporate, institutional and government clients are served through the wholesale segments.

The Firm's principal bank subsidiary is JPMorgan Chase Bank, N.A., a national banking association with U.S. branches in 48 states and Washington, D.C. Its principal non-bank subsidiary is J.P. Morgan Securities LLC, a U.S. broker-dealer. Its subsidiaries operate nationally and through overseas branches, subsidiaries, representative offices and subsidiary foreign banks. The principal operating subsidiaries outside the U.S. are J.P. Morgan Securities plc, based in the United Kingdom, and J.P. Morgan SE, based in Germany, both subsidiaries of JPMorgan Chase Bank, N.A. The Firm is a bank holding company and financial holding company supervised by the Federal Reserve, with its bank, broker-dealer and foreign subsidiaries also regulated by authorities such as the OCC, FDIC, SEC, FINRA, CFTC, the U.K. PRA and FCA, and the ECB. It competes with banks, brokerage firms, investment banks, hedge funds, private equity firms, insurers, asset managers, credit card companies, mortgage lenders, fintech and digital asset companies, and internet-based and other new entrants. Competition is based on product quality and variety, transaction execution, innovation, reputation and price, and occurs on a global, national or regional basis depending on the product and geography.

AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.

RevenueFY2025
$182.45B
▲ 2.8%YoY
Net incomeFY2025
$57.05B
▼ 2.4%YoY
Diluted EPSFY2025
$20.02
▲ 1.4%YoY
Insider net6 mo
−67.8K
shares8 sells0 buys
Institutions
73
$399.66B held

Financials

As reported to the SEC via XBRL, no adjustments

All financials →
Revenue & net income
$50B$100B$150B$200B
FY2022FY2023FY2024FY2025
RevenueNet income
FY2025 highlightsfrom 10-K
Diluted EPS$20.02
Net margin31.3%

Revenue by region

FY2025 geographic segments • from the 10-K

$182BTOTAL FY2025
Americas$143.9B78.9%▲ 0.5%
Europe$24.48B13.4%▲ 9.5%
Asia Pacific$14.06B7.7%▲ 17.3%

Latest filings

10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR

All filings →
FormFiled
10-QNov 3, 2026
8-KOct 20, 2026
4BURKE STEPHEN BOct 16, 2026
8-KOct 13, 2026

Insider trading

From Form 4 filings

All →
InsiderDateType
BURKE STEPHEN BOct 14, 2026Gift
HOBSON MELLODY LSep 30, 2026Grant / award
Rometty Virginia MSep 30, 2026Grant / award
NOVAKOVIC PHEBE NSep 30, 2026Grant / award
BURKE STEPHEN BSep 30, 2026Grant / award

Top holders

13F & 13D/G • latest quarter

All →
HolderStakeFiledValue
BlackRock, Inc.7.8%Aug 7, 2026$67.53B
Vanguard Capital Management6.1%Aug 13, 2026$52.89B
STATE STREET CORPORATION4.7%Sep 22, 2026$40.98B
BANK OF AMERICA CORP /DE/2.6%Aug 14, 2026$22.8B
MORGAN STANLEY2.5%Aug 13, 2026$21.96B

Executive pay and the vote

From the FY2025 proxy statement (DEF 14A), filed Apr 6, 2026, and the annual meeting’s vote

Full governance view →
CEO total pay
$40.6M
James Dimon • FY2025
Actually paid
$246.8M
SEC “compensation actually paid”
Say-on-pay
92.7%
of votes cast • 8-K filed May 21, 2026
TSR on $100
$289.18
peers $203.21 • since FY2021
What the company says drives pay
Managed revenue for the Firm and the lines of businessPre-tax income (ex. LLR) for the Firm and some lines of business, and Pre-tax income for other lines of businessNet income for the Firm and the lines of businessROTCE for the Firm and ROE for the lines of business

Figures come from the company’s proxy statement, and the vote count from its 8-K.

The full pay and vote breakdown is free with an account

The Summary Compensation Table for every named officer, the board with tenure and committees, and each proposal with its count, verified against the filings.

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AI summary

Latest 10-Q takeaways

filed Nov 3, 2026

The MD&A is a long, mostly factual and backward-looking account of strong results: net income up 6% in the quarter and 20% year to date, record investment banking and Markets revenue, and solid capital and liquidity. Moderate caution comes from higher expenses, investment securities losses, a Corporate loss, adverse-scenario weighting in credit reserves, and pending regulatory capital changes. Automated screens found no red flags in this filing.

Written by Scrutar's AI from JPM's SEC filings. Check anything you rely on against the filing. Not investment advice.

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Peers identified from JPM's own SEC filings.

Data as of Nov 8, 2026Source: SEC EDGAR.