JPM is the ticker symbol for JPMORGAN CHASE & CO, a publicly traded Financials sector company listed on NYSE. 13F Pro tracks JPM with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is JPM a good stock to buy?

13F Pro's AI ranking engine scores JPM at 71.8/100, ranked #170 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for JPM is available at https://13fpro.ai/company/JPM. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source JPM data?

All JPMORGAN CHASE & CO fundamentals and ownership data come directly from SEC EDGAR. JPMORGAN CHASE & CO files with the SEC under CIK 19617. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

JPMORGAN CHASE & CO JPM

NYSEMega CapFinancials

13F Pro quality score

Rank #170 of 2,925TOP 10%

Why it scores 72 Financials peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$57.35B

Quarter to Jun 30

Net income

$21.16B

Quarter to Jun 30

Operating margin

48.0%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$642.68B total

BlackRock, Inc.

$67.53B-0.9%

VANGUARD CAPITAL MANAGEMENT LLC

$52.89B-2.2%

STATE STREET CORP

$40.98B+0.8%

BANK OF AMERICA CORP /DE/

$22.80B+6.1%

MORGAN STANLEY

$21.96B-2.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

$21.54B+0.4%

GEODE CAPITAL MANAGEMENT, LLC

$20.13B-1.3%

NORGES BANK

$11.82B--

NORTHERN TRUST CORP

$10.04B-1.7%

Capital Research Global Investors

$9.08B+1.2%

PRICE T ROWE ASSOCIATES INC /MD/

$9.06B+0.7%

FMR LLC

$8.61B-16.3%

GOLDMAN SACHS GROUP INC

$8.28B+7.9%

WELLS FARGO & COMPANY/MN

$7.64B+1.5%

ROYAL BANK OF CANADA

$7.45B-4.7%

Bank of New York Mellon Corp

$7.08B+2.6%

DIMENSIONAL FUND ADVISORS LP

$6.36B+2.4%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$6.28B+0.5%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$6.16B+0.7%

UBS Group AG

$6.16B-1.6%

Legal & General Group Plc

$5.86B-5.0%

Fisher Asset Management, LLC

$5.70B+2.4%

AMERIPRISE FINANCIAL INC

$5.68B+1.3%

FRANKLIN RESOURCES INC

$4.91B-0.1%

RAYMOND JAMES FINANCIAL INC

$4.84B+2.1%

See all 5,175 institutional holders →

What's Driving JPM's Business? Latest 10-Q Breakdown

36/36 datapoints verified

AI-extracted from the 10-Q filed 2026-08-06 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Total net revenue rose 28% to $57.3 billion and net income 41% to $21.2 billion, boosted by a $4.6 billion net gain on Visa shares and 86% Equity Markets growth.

Biggest Revenue Drivers

Commercial & Investment Bank$24.9B+27% YoY

Higher investment banking fees, up 30%, and Markets revenue up 35%

Consumer & Community Banking$20.3B+8% YoY

Higher Card Services net interest income driven by higher revolving balances

Biggest Revenue Drivers

Total revenue: $57.3B+28% YoY

Commercial & Investment Bank$24.9B+27% YoY

Higher investment banking fees, up 30%, and Markets revenue up 35%

Within Commercial & Investment Bank

Markets & Securities Services$13.7B+33% YoY

Equity Markets up 86% on strong performance across products and regions

Banking & Payments$11.2B+21% YoY

Payments up 12% on higher average deposits and fee growth; Lending up 7%

Consumer & Community Banking$20.3B+8% YoY

Higher Card Services net interest income driven by higher revolving balances

Asset & Wealth Management$6.9B+19% YoY

Higher asset management fees on higher average market levels and strong net inflows

Largest Expense Items

Compensation expense$15,159M+11% YoY

Higher revenue-related compensation, wage inflation and growth in front-office employees

Total noncompensation expense$12,157M+21% YoY

Investments in technology and marketing, higher brokerage expense, occupancy and auto lease depreciation

Provision for credit losses$2,515M-12% YoY

Net charge-offs of $2.4 billion plus a $149 million net allowance addition, primarily wholesale

Margins: Overhead ratio improved to 48% from 53%, with pre-provision profit up 42% to $30.0 billion. Net yield on interest-earning assets fell 3 bps to 2.40%, and net yield excluding Markets fell 6 bps to 3.65%.

Watch Items from the Filing

Results included a $4.6 billion Visa net gain and $1.0 billion of equity investment gains in Corporate and CIB — non-recurring items inflating the 28% revenue growth.
CET1 capital ratio fell to 14.2% from 15.1%; the U.S. Basel III Re-Proposal would raise required CET1 capital approximately 6% on December 31, 2025 positions.
Criticized wholesale exposure rose to $50.3 billion (3.3% of wholesale credit exposure) from $48.5 billion, driven by downgrades in Consumer & Retail, Transportation, Industrials and Oil & Gas.
Firmwide estimated uninsured deposits grew to $1,743.9 billion from $1,558.6 billion; Real Estate exposure of $230.4 billion includes $12.2 billion criticized.
Card Services net charge-off rate was 3.34% versus full-year 2026 guidance of ~3.2%; a $2.2 billion allowance is held for the Apple Card transaction.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/JPM

Earnings Per Share

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JPMORGAN CHASE & CO reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$182.4B	$57.0B	39.8%
FY 2024	10-K	$177.6B	$58.5B	42.3%
FY 2023	10-K	$158.1B	$49.6B	39.0%
FY 2022	10-K	$128.7B	$37.7B	35.9%
FY 2021	10-K	$121.6B	$48.3B	49.0%
FY 2020	10-K	$120.0B	$29.1B	29.9%

About JPMORGAN CHASE & CO (JPM): stock profile, AI score and financials

JPMORGAN CHASE & CO (JPM) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores JPM at 71.8/100 on a composite quality score built from its SEC filings, placing it at rank #170 of 2,925 stocks — the top 10% of the AI-ranked universe. JPM scores in the top quartile across revenue scale (99.3), institutional flow (97.3), profitability (90.8). Areas of concern include earnings quality (1.8) and free cash flow (7.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 39.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), JPMORGAN CHASE & CO reports quarterly revenue of $57.3B, net income of $21.2B, an operating margin of 48.0%. Top institutional holders of JPM by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. JPM trades on the NYSE exchange and files with the SEC under CIK 19617. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate JPM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for JPMORGAN CHASE & CO directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 19617 →

JPMORGAN CHASE & CO JPM

Top Institutional Holders

What's Driving JPM's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

JPM key financials by period

JPM insiders

Congress trading in JPM

About JPMORGAN CHASE & CO (JPM): stock profile, AI score and financials

JPMORGAN CHASE & CO JPM

Top Institutional Holders

What's Driving JPM's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

JPM key financials by period

Companies similar to JPM

JPM insiders

Congress trading in JPM

About JPMORGAN CHASE & CO (JPM): stock profile, AI score and financials