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JPMORGAN CHASE & CO (JPM)

Sentiment-Signal

31,0
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
61.7
4 neu, 1 erhöht, -771035282K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)

Score-Verlauf (90 Tage)

Kritische 8-K Meldungen

DatumMeldungSchwereFilingAuszug
22.01.2026Item 5.02 — Abgang SchlüsselpersonenHOCHSECto Section 13(a) of the Exchange Act. ☐ Item 5.02(e) Departure of Directors or Certain Officers; Election of Directors;
08.12.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSECto Section 13(a) of the Exchange Act. ☐ Item 5.02(b) Departure of Directors or Certain Officers; Election of Directors;
23.01.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02(e) Departure of Directors or Certain Officers; Election of Directors; App
12.12.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02(d) Departure of Directors or Certain Officers; Election of Directors; App
17.10.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02(d) Departure of Directors or Certain Officers; Election of Directors; App
23.05.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECection 13(a) of the Exchange Act. ☐ Item 5.02(b) Departure of Directors or Certain Officers; Election of Directors; Appo
08.04.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02(b) Departure of Directors or Certain Officers; Election of Directors; App
18.01.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02(e) Departure of Directors or Certain Officers; Election of Directors; App
16.01.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02(d) Departure of Directors or Certain Officers; Election of Directors; App
19.01.2023Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02 (e) Departure of Directors or Certain Officers; Election of Directors; Ap
17.01.2023Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02 (d) Departure of Directors or Certain Officers; Election of Directors; Ap

Stammdaten

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small business, large and midsized companies, local governments, and nonprofit clients; and commercial real estate banking services to investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, trusts and estates, loans, mortgages, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

Unternehmen & Branche

NameJPMORGAN CHASE & CO
TickerJPM
CIK0000019617
BoerseUS
SektorFinancial Services
IndustrieBanks - Diversified
SIC6021 · National Commercial Banks

Wertpapier & Kennzahlen

CUSIP000380954
ISINUS0003809540
TypCommon Stock
Marktkapitalisierung839,61 Mrd. USD
Beta1,04
Dividendenrendite5,90 %

Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »

Finanzkennzahlen (SEC XBRL)

PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2025-12-3110-K182,447,000,00057,048,000,00020.02###,###,###,###362,438,000,000
2025-09-3010-Q14,393,000,0005.07###,###,###,###360,212,000,000
2025-06-3010-Q14,987,000,0005.24###,###,###,###356,924,000,000
2025-03-3110-Q14,643,000,0005.07###,###,###,###351,420,000,000
2024-12-3110-K177,556,000,00058,471,000,00019.75###,###,###,###344,758,000,000
2024-09-3010-Q12,898,000,0004.37###,###,###,###345,836,000,000
2024-06-3010-Q18,149,000,0006.12###,###,###,###340,552,000,000
2024-03-3110-Q13,419,000,0004.44###,###,###,###336,637,000,000
2023-12-3110-K158,104,000,00049,552,000,00016.23###,###,###,###327,878,000,000
2023-09-3010-Q13,151,000,0004.33###,###,###,###317,371,000,000
2023-06-3010-Q14,472,000,0004.75###,###,###,###312,516,000,000
2023-03-3110-Q12,622,000,0004.10###,###,###,###303,082,000,000
2022-12-3110-K128,695,000,00037,676,000,00012.09###,###,###,###292,332,000,000
2022-09-3010-Q9,737,000,0003.12###,###,###,###288,018,000,000
2022-06-3010-Q8,649,000,0002.76###,###,###,###286,143,000,000
2022-03-3110-Q8,282,000,0002.63###,###,###,###285,899,000,000
2021-12-3110-K121,649,000,00048,334,000,00015.36###,###,###,###294,127,000,000
2021-09-3010-Q11,687,000,0003.74###,###,###,###290,041,000,000
2021-06-3010-Q11,948,000,0003.78###,###,###,###286,386,000,000
2021-03-3110-Q14,300,000,0004.50###,###,###,###280,714,000,000

Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
VANGUARD GROUP INC265,758,1850265,758,18585,632,602,370Neu+100,0%
IMC-Chicago, LLC704,198,0450704,198,04578,291,108,537Neu+100,0%
BlackRock, Inc.211,947,7320211,947,73268,293,797,891Neu+100,0%
STATE STREET CORP125,342,1350125,342,13540,387,742,740Neu+100,0%
SIMPLEX TRADING, LLC525,178,8110525,178,81139,747,117,641Neu+100,0%
Optiver Holding B.V.203,812,8230203,812,82331,641,494,181Neu+100,0%
JPMORGAN CHASE & CO272,038,8370272,038,83725,249,150,109Neu+100,0%
GROUP ONE TRADING LLC536,367,2610536,367,26123,420,316,666Neu+100,0%
MORGAN STANLEY66,385,268066,385,26821,390,662,171Neu+100,0%
GEODE CAPITAL MANAGEMENT, LLC61,285,260061,285,26019,671,570,249Neu+100,0%
BANK OF AMERICA CORP /DE/56,719,109056,719,10918,276,031,310Neu+100,0%
FMR LLC36,574,166036,574,16611,526,970,050Neu+100,0%
NORGES BANK35,368,681035,368,68111,396,496,392Neu+100,0%
NORTHERN TRUST CORP31,672,762031,672,76210,205,597,371Neu+100,0%
Capital International Investors26,626,025026,626,0258,580,167,485Neu+100,0%
ROYAL BANK OF CANADA25,681,695025,681,6958,009,591,000Neu+100,0%
GOLDMAN SACHS GROUP INC23,192,070023,192,0707,472,948,786Neu+100,0%
WELLS FARGO & COMPANY/MN23,127,401023,127,4017,452,111,026Neu+100,0%
UBS Group AG23,466,967023,466,9677,083,716,908Neu+100,0%
Capital Research Global Investors21,930,307021,930,3077,066,396,094Neu+100,0%
AMERIPRISE FINANCIAL INC19,352,594019,352,5946,233,161,024Neu+100,0%
Legal & General Group Plc19,019,564019,019,5646,128,483,914Neu+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC18,747,819018,747,8196,040,924,989Neu+100,0%
DIMENSIONAL FUND ADVISORS LP18,361,596018,361,5965,916,635,227Neu+100,0%
Capital World Investors18,141,072018,141,0725,845,580,868Neu+100,0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,401,871016,401,8715,285,010,873Neu+100,0%
Fisher Asset Management, LLC16,018,656016,018,6565,161,531,796Neu+100,0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/15,519,405015,519,4055,000,662,679Neu+100,0%
Blackstone Inc.14,656014,6564,722,456,000Neu+100,0%
RAYMOND JAMES FINANCIAL INC14,449,343014,449,3434,656,869,481Neu+100,0%
Invesco Ltd.14,448,897014,448,8974,655,723,727Neu+100,0%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM46,657,356046,657,3564,196,972,720Neu+100,0%
FRANKLIN RESOURCES INC12,421,730012,421,7304,002,529,349Neu+100,0%
CITADEL ADVISORS LLC15,302,096015,302,0963,925,961,460Neu+100,0%
BARCLAYS PLC11,583,773011,583,7733,732,523,334Neu+100,0%
BNP PARIBAS FINANCIAL MARKETS14,773,294014,773,2943,603,170,506Neu+100,0%
WELLINGTON MANAGEMENT GROUP LLP10,391,709010,391,7093,348,416,475Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP11,134,407011,134,4073,309,215,905Neu+100,0%
DEUTSCHE BANK AG\10,313,322010,313,3223,283,625,314Neu+100,0%
NATIONAL BANK OF CANADA /FI/3,173,05503,173,0553,194,218,389Neu+100,0%
Neuberger Berman Group LLC8,214,51408,214,5142,647,022,226Neu+100,0%
HSBC HOLDINGS PLC7,564,73507,564,7352,439,550,565Neu+100,0%
VOYA INVESTMENT MANAGEMENT LLC30,907,213030,907,2132,355,374,424Neu+100,0%
Boston Partners7,231,99607,231,9962,326,571,468Neu+100,0%
SOUTH PLAINS FINANCIAL, INC.7,11007,1102,290,894,000Neu+100,0%
JANE STREET GROUP, LLC7,970,70707,970,7072,275,868,785Neu+100,0%
Baird Financial Group, Inc.6,576,16106,576,1612,118,970,742Neu+100,0%
BANK OF MONTREAL /CAN/6,243,68506,243,6852,011,718,673Neu+100,0%
LPL Financial LLC6,174,92406,174,9241,801,027,781Neu+100,0%
CANADA PENSION PLAN INVESTMENT BOARD5,573,35605,573,3561,795,846,770Neu+100,0%

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-04-15Petno Douglas BOfficer, Co-CEO CIBOpen Market Sale-5,660306.58-1,735,219.03-53,6%
2026-04-15Piepszak JenniferOfficer, Chief Operating OfficerOpen Market Sale-9,136306.56-2,800,712.97-86,4%
2026-04-15Barnum JeremyOfficer, Chief Financial OfficerOpen Market Sale-5,611306.55-1,720,064.39-53,1%
2026-04-15BACON ASHLEYOfficer, Chief Risk OfficerOpen Market Sale-7,558306.55-2,316,931.35-71,5%
2026-04-15DIMON JAMESDirector, Officer, Chairman & CEOOpen Market Sale-130,488306.56-40,002,009.82-1234,7%
2026-04-15Erdoes Mary E.Officer, CEO Asset & Wealth ManagementOpen Market Sale-12,345306.57-3,784,553.57-116,8%
2026-04-15Beer Lori AOfficer, Chief Information OfficerOpen Market Sale-3,166306.59-970,659.82-30,0%
2026-04-15Lake MarianneOfficer, CEO CCBOpen Market Sale-6,427306.57-1,970,303.54-60,8%
2026-03-23Leopold RobinOfficer, Head of Human ResourcesOpen Market Sale-433295.06-127,760.98-3,9%
2026-02-19DIMON JAMESDirector, Officer, Chairman & CEOOpen Market Sale-22,235307.19-6,830,425.24-210,8%
2026-02-19Rohrbaugh Troy LOfficer, Co-CEO CIBOpen Market Sale-50,000307.11-15,355,670.00-474,0%
2026-02-19DIMON JAMESDirector, Officer, Chairman & CEOOpen Market Sale-5,000307.19-1,535,960.50-47,4%
2026-02-19DIMON JAMESDirector, Officer, Chairman & CEOOpen Market Sale-5,000307.19-1,535,961.50-47,4%
2026-02-19DIMON JAMESDirector, Officer, Chairman & CEOOpen Market Sale-5,000307.19-1,535,963.00-47,4%
2026-02-19DIMON JAMESDirector, Officer, Chairman & CEOOpen Market Sale-10,042307.19-3,084,828.09-95,2%
2026-02-19DIMON JAMESDirector, Officer, Chairman & CEOOpen Market Sale-22,235307.19-6,830,423.01-210,8%
2026-02-19Leopold RobinOfficer, Head of Human ResourcesOpen Market Sale-432307.14-132,684.22-4,1%
2026-02-17Barnum JeremyOfficer, Chief Financial OfficerOpen Market Sale-2,892306.42-886,157.10-27,4%
2026-02-17Beer Lori AOfficer, Chief Information OfficerOpen Market Sale-2,047306.40-627,207.15-19,4%
2026-02-17Erdoes Mary E.Officer, CEO Asset & Wealth ManagementOpen Market Sale-5,731306.41-1,756,046.03-54,2%
2026-02-17Lake MarianneOfficer, CEO CCBOpen Market Sale-3,907306.41-1,197,158.33-37,0%
2026-02-17Friedman StaceyOfficer, General CounselOpen Market Sale-3,404306.40-1,042,985.26-32,2%
2026-02-17Petno Douglas BOfficer, Co-CEO CIBOpen Market Sale-3,487306.40-1,068,429.00-33,0%
2026-01-16BACON ASHLEYOfficer, Chief Risk OfficerOpen Market Sale-7,364312.79-2,303,392.92-71,1%
2026-01-16Petno Douglas BOfficer, Co-CEO CIBOpen Market Sale-3,487312.80-1,090,727.67-33,7%
2026-01-16Beer Lori AOfficer, Chief Information OfficerOpen Market Sale-2,047312.80-640,295.05-19,8%
2026-01-16Erdoes Mary E.Officer, CEO Asset & Wealth ManagementOpen Market Sale-5,732312.78-1,792,878.46-55,3%
2026-01-16Lake MarianneOfficer, CEO CCBOpen Market Sale-3,908312.78-1,222,353.23-37,7%
2026-01-16Friedman StaceyOfficer, General CounselOpen Market Sale-3,404312.80-1,064,757.92-32,9%
2026-01-16Piepszak JenniferOfficer, Chief Operating OfficerOpen Market Sale-8,571312.79-2,680,887.95-82,7%
2026-01-16Barnum JeremyOfficer, Chief Financial OfficerOpen Market Sale-2,893312.79-904,889.61-27,9%
2025-11-07Leopold RobinOfficer, Head of Human ResourcesOpen Market Sale-966311.92-301,311.05-9,3%
2025-09-02BAMMANN LINDADirectorOpen Market Sale-9,500297.94-2,830,471.80-87,4%
2025-06-12BACON ASHLEYOfficer, Chief Risk OfficerOpen Market Sale-5,201267.44-1,390,971.56-42,9%
2025-06-05Piepszak JenniferOfficer, Chief Operating OfficerOpen Market Sale-6,128262.47-1,608,424.13-49,6%
2025-05-20Friedman StaceyOfficer, General CounselOpen Market Sale-2,821265.71-749,576.37-23,1%
2025-05-20Friedman StaceyOfficer, General CounselOpen Market Sale-6,608265.71-1,755,833.49-54,2%
2025-05-16Beer Lori AOfficer, Chief Information OfficerOpen Market Sale-5,873267.09-1,568,605.47-48,4%
2025-05-16Lake MarianneOfficer, CEO CCBOpen Market Sale-12,274267.08-3,278,087.14-101,2%
2025-05-15Petno Douglas BOfficer, Co-CEO CIBOpen Market Sale-10,141266.89-2,706,561.91-83,5%
2025-05-13Erdoes Mary E.Officer, CEO Asset & Wealth ManagementOpen Market Sale-14,055262.54-3,689,940.67-113,9%
2025-05-13BACON ASHLEYOfficer, Chief Risk OfficerOpen Market Sale-5,202262.53-1,365,656.09-42,2%
2025-05-12Rohrbaugh Troy LOfficer, Co-CEO CIBOpen Market Sale-12,500263.08-3,288,443.75-101,5%
2025-05-06BAMMANN LINDADirectorOpen Market Sale-9,500250.00-2,375,000.00-73,3%
2025-05-06Piepszak JenniferOfficer, Chief Operating OfficerOpen Market Sale-6,129250.76-1,536,930.72-47,4%
2025-05-06Barnum JeremyOfficer, Chief Financial OfficerOpen Market Sale-40,014250.77-10,034,434.82-309,7%

Top-Fondshalter

Stand: 31.03.2026

FondsAnteileWert (USD)Anteil (%)
OPPENHEIMER & CO INC382,956112,650,33751.12
ADAMS DIVERSIFIED EQUITY FUND, INC.204,86360,262,50027.35
AVITY INVESTMENT MANAGEMENT INC.97,10028,562,93612.96
PW Nova Financial Services LLC18,8105,533,0482.51
HARTLINE INVESTMENT CORP/14,5644,284,2111.94
ECLECTIC ASSOCIATES INC /ADV14,4704,256,4981.93
MANCHESTER FINANCIAL INC5,8941,733,8110.79
WASHINGTON CAPITAL MANAGEMENT, INC3,5451,042,7970.47
Capital Investment Management, Inc.2,925860,3060.39
BENDER ROBERT & ASSOCIATES2,495733,8480.33
Parrish Capital LLC848249,4480.11
West Financial Advisors, LLC566166,4950.08
Horizons Wealth Management12536,7700.02

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