What is the 13F Pro Quality Score for JPM?

13F Pro ranks JPMORGAN CHASE & CO (JPM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View JPM's current score at https://13fpro.ai/research/JPM (free sign-up required for the full ranking).

Which hedge funds own the most JPM stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of JPM include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/JPM as soon as new 13F filings post.

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.

What sector is JPM in?

JPMORGAN CHASE & CO (JPM) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is JPM research updated on 13F Pro?

JPM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

JPMORGAN CHASE & CO(JPM)Stock Analysis

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13F Pro Quality Score

35.6/100

Rank #2,134 of 2,879 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

30.0/100

Profitability

30.0/100

Balance Sheet

47.1/100

Earnings Quality

49.4/100

Free Cash Flow

30.0/100

Institutional Flow

60.1/100

Revenue Scale

30.0/100

Dilution Risk

41.5/100

JPM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for JPMORGAN CHASE & CO (JPM), a Financials sector company. 13F Pro's AI-powered ranking engine scores JPM at 35.6/100 on a 32-signal composite quality model, placing it at rank #2,134 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (30.0) and profitability (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 41.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), JPMORGAN CHASE & CO reports quarterly revenue of $49.8B, net income of $16.5B, an operating margin of 41.1%. 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. JPMORGAN CHASE & CO's 13F Pro composite quality score has ranged between 30 and 37 since 2021, currently 35.6 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.

✦

Fun facts about JPMorgan Chase & Co

Quirks, history, and lore behind JPM — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial company · mega-cap · listed on the NYSE · headquartered in New York.
2
The Numbers
Roughly $4 trillion in assets — the largest bank in America, and bigger than the GDP of most countries.
3
The History
Its oldest ancestor was a water company founded in 1799 — by Aaron Burr, the man who later shot Alexander Hamilton.
4
The Secret
Its namesake once personally bailed out the U.S. government — twice — before the Federal Reserve existed to do it.
5
The Lore
Its CEO of nearly two decades writes an annual shareholder letter that Washington, Wall Street, and Warren Buffett all actually read.
6
The Giveaway
Chase ATMs on every corner. The name is two legendary bankers' names merged.

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Revenue

Q1 2026

$49.8B

Net Income

Q1 2026

$16.5B

Free Cash Flow

Q1 2026

$-211.8B

Operating Margin

Q1 2026

41.1%

ROIC

Q1 2026

5.6%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+50.0% YoY

$182.45BFY 2025

FY19 $115.72BFY20 $119.95BFY21 $121.65BFY25 $182.45B

Net Income

+18.0% YoY

$57.00BFY 2025

FY19 $36.43BFY20 $29.13BFY21 $48.30BFY25 $57.00B

EPS (Diluted)

+30.3% YoY

$20.02FY 2025

FY19 $10.72FY20 $8.88FY21 $15.36FY25 $20.02

Total Assets

+18.2% YoY

$4.42TFY 2025

FY19 $2.69TFY20 $3.38TFY21 $3.74TFY25 $4.42T

Total Debt

+20.9% YoY

$64.78BFY 2025

FY19 $40.92BFY20 $45.21BFY21 $53.59BFY25 $64.78B

Op. Cash Flow

-289.3% YoY

$-147.78BFY 2025

FY19 $4.09BFY20 $-79.91BFY21 $78.08BFY25 $-147.78B

Metric	FY 2025	FY 2021	FY 2020	FY 2019	FY 2017	FY 2016
Revenue	$182.45B +50.0%	$121.65B +1.4%	$119.95B +3.7%	$115.72B +14.9%	$100.70B +4.3%	$96.57B
Net Income	$57.00B +18.0%	$48.30B +65.8%	$29.13B -20.0%	$36.43B +49.1%	$24.44B -1.2%	$24.73B
EPS (Diluted)	$20.02 +30.3%	$15.36 +73.0%	$8.88 -17.2%	$10.72 +69.9%	$6.31 +1.9%	$6.19
Total Assets	$4.42T +18.2%	$3.74T +10.6%	$3.38T +26.0%	$2.69T +6.0%	$2.53T +1.7%	$2.49T
Total Debt	$64.78B +20.9%	$53.59B +18.5%	$45.21B +10.5%	$40.92B -21.0%	$51.80B +50.4%	$34.44B
Operating Cash Flow	$-147.78B -289.3%	$78.08B +197.7%	$-79.91B -2052.8%	$4.09B +137.8%	$-10.83B -149.5%	$21.88B

AI Insight: JPM Financial Trends

JPM net income rebounded 27% in Q1 2026 despite elevated debt levels and volatile operating cash flow.

• Net income jumped to $16,494M in Q1 2026 from $12,977M in Q4 2025, a 27% quarterly rebound.

• Total debt rose 5.0% from $64,776M (Q4 2025) to $68,048M (Q1 2026), marking sustained leverage.

• Equity grew steadily from $340,552M (Q2 2024) to $364,038M (Q1 2026), up 6.9% over the period.

⚠ Operating cash flow remains highly volatile, swinging from -$211.8B (Q1 2026) to +$119.7B (Q4 2025).

⚠ Revenue stability weak: ranged $42.7B–$50.2B across eight quarters with no sustained trend.

AI Insight: JPM Ratio Trends

Q1 2026 shows sharp rebound in profitability metrics after Q4 2025 weakness, with ROE jumping to 18.1% and ROIC recovering to 19.0%.

• ROE surged from 14.3% in Q4 2025 to 18.1% in Q1 2026; ROIC climbed to 19.0% from 16.1%, reversing prior-quarter declines.

• Operating margin rebounded to 41.1% in Q1 2026 from 37.5% in Q4 2025; NPM expanded to 33.1% from 28.3%.

• Leverage stable at 0.19 D/E in Q1 2026; ROA improved to 1.4% from 1.2%, matching 2025 average levels.

⚠ Q4 2025 trough (ROE 14.3%, ROIC 16.1%) mirrors Q3 2024 weakness—seasonal or cyclical pattern warrants monitoring.

⚠ TTM OpMargin (39.9%) and ROE (16.2%) lag Q1 2026 quarterly figures, suggesting Q1 2025 was a weak period.

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Available Research

13F Pro tracks comprehensive data for JPMORGAN CHASE & CO including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of JPM

BlackRock, Inc.
$61.3B208,220,293 sh
VANGUARD CAPITAL MANAGEMENT LLC
$48.6B165,278,733 sh
STATE STREET CORP
$36.6B124,276,661 sh
MORGAN STANLEY
$20.2B68,544,442 sh
BANK OF AMERICA CORP /DE/
$19.3B65,660,460 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$19.3B65,580,826 sh
GEODE CAPITAL MANAGEMENT, LLC
$18.3B62,550,814 sh
FMR LLC
$9.2B31,433,969 sh
NORTHERN TRUST CORP
$9.2B31,221,042 sh
Capital Research Global Investors
$8.1B27,413,395 sh

Fund	Value	Shares
BlackRock, Inc.	$61.3B	208,220,293
VANGUARD CAPITAL MANAGEMENT LLC	$48.6B	165,278,733
STATE STREET CORP	$36.6B	124,276,661
MORGAN STANLEY	$20.2B	68,544,442
BANK OF AMERICA CORP /DE/	$19.3B	65,660,460
VANGUARD PORTFOLIO MANAGEMENT LLC	$19.3B	65,580,826
GEODE CAPITAL MANAGEMENT, LLC	$18.3B	62,550,814
FMR LLC	$9.2B	31,433,969
NORTHERN TRUST CORP	$9.2B	31,221,042
Capital Research Global Investors	$8.1B	27,413,395

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Is JPM a good stock to buy?

13F Pro's AI-powered analysis of JPMORGAN CHASE & CO (JPM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for JPM are available on the JPM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own JPM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling JPM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of JPMORGAN CHASE & CO's investment landscape.