JPMORGAN CHASE & CO(JPM)— Stock Profile, AI Score & Financials
Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
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 70.7/100 on a 32-signal composite quality model, placing it at rank #210 of 2,961 stocks — the top 10% of the AI-ranked universe. JPM scores in the top quartile across revenue scale (99.3), institutional flow (97.2), profitability (91.1). Areas of concern include earnings quality (1.8) and free cash flow (7.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 40.6/100, 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.
AI Quality Score
70.7/100
AI Rank
#210
Revenue
$57.3B
Net Income
$21.2B
Operating Margin
48.0%
JPM key financials by period
JPMORGAN CHASE & CO reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating 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
29.5%
Institutions holding JPM
Institutional investors reporting a position in JPMORGAN CHASE & CO on SEC Form 13F.
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.
