JPMorgan Chase & Co. (JPM)
What changed in recent filings
- Revenue +28% YoYQuarter ended Jun 30, 2026
- Consumer & Community Banking segment 43% → 39%Jun 30, 2024 → Jun 30, 2026
- Institutions — 4 new · 3 added · 3 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
JPMorgan Chase & Co. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 14, 2026Revenue +27.7% YoY · EPS $7.70Released before the open: Jul 13 close → Jul 14 close, the stock moved +2.5% · over the same window, market +0.4% · sector +0.2%
- 26Q1Released Apr 14, 2026Revenue +10.0% YoY · EPS $5.94Released before the open: Apr 13 close → Apr 14 close, the stock moved -0.8% · over the same window, market +1.2% · sector +1.0%
- 25Q4Released Jan 13, 2026Revenue +7.1% YoY · EPS $4.64Released before the open: Jan 12 close → Jan 13 close, the stock moved -4.2% · over the same window, market -0.2% · sector -0.7%
- 25Q3Released Oct 14, 2025Revenue +8.8% YoY · EPS $5.07Released before the open: Oct 13 close → Oct 14 close, the stock moved -1.9% · over the same window, market -0.1% · sector +1.5%
Institutions holding JPMorgan Chase & Co.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 11 → 2026 Q2: 15 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold JPMorgan Chase & Co.
Institutions we track that reported holding this stock in their most recent 13F.
- Pzena Investment Management0.32% of portfolio · held as of 2019 Q1 or earlier
- National Pension Service (Korea)1.17% of portfolio · held as of 2019 Q1 or earlier
- Dodge & Cox0.02% of portfolio · held as of 2019 Q1 or earlier
- PRIMECAP Management0.65% of portfolio · held as of 2019 Q1 or earlier
- Harris Associates (Oakmark)under 0.01% of portfolio · held as of 2019 Q1 or earlier
- Caisse de depot (Quebec)1.00% of portfolio · held as of 2019 Q1 or earlier
- Capital World Investors0.56% of portfolio · held as of 2020 Q3 or earlier
- Viking Global Investors2.71% of portfolio · since 2024 Q2
- Blackstoneunder 0.01% of portfolio · since 2025 Q1
- Tudor Investment Corp0.02% of portfolio · since 2025 Q4
- Soros Fund Management0.48% of portfolio · since 2025 Q4
- Bridgewater AssociatesNew this quarter0.03% of portfolio · since 2026 Q2
- Point72 Asset ManagementNew this quarter0.09% of portfolio · since 2026 Q2
- Temasek Holdings (Singapore)New this quarter0.03% of portfolio · since 2026 Q2
- Moore Capital ManagementNew this quarter0.18% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
The largest US universal financial company, operating across investment banking, asset management, and consumer finance. A global network, brand trust, and a vast customer base are its moat, with high entry barriers in M&A advisory and large-corporate relationships. But it carries pressure on interest income when rates fall, tighter regulatory capital requirements, and credit-loss risk in a downturn.
What is the Financials sector?
Banks, investment, cards, and fintech. Moves with the rate cycle.
JPMorgan Chase & Co. is classified under the Financials sector. See peers below.
JPMorgan Chase & Co. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
JPMorgan Chase & Co. vs Financials sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
JPM revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $57.3B, +27.7% YoY.
The largest segment is Commercial And Investment Bank, 47.8% of revenue — a concentrated structure.
Recent revenue growth was led mainly by the Commercial And Investment Bank segment (about 43% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
JPM segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding JPMorgan Chase & Co.
Per SEC N-PORT · 2026-06-30 · by weight · factual
JPM on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Financials average
Peers · Financials
JPM FAQ
What is JPMorgan Chase & Co. (JPM)?
The largest US universal financial company, operating across investment banking, asset management, and consumer finance. A global network, brand trust, and a vast customer base are its moat, with high entry barriers in M&A advisory and large-corporate relationships. But it carries pressure on interest income when rates fall, tighter regulatory capital requirements, and credit-loss risk in a downturn.
What sector is JPMorgan Chase & Co. in?
JPMorgan Chase & Co. is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.
What are JPMorgan Chase & Co.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 13.5%, Net margin 32.6%, ROE 15.7%. Definitions and interpretation are available on Stocklore.
What are JPMorgan Chase & Co.'s main revenue segments?
The largest segment is Commercial And Investment Bank, about 47.8% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze JPMorgan Chase & Co. (JPM) stock?
On Stocklore you can see JPM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.