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/company/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/company/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.

What drives JPM's revenue?

Per JPMORGAN CHASE & CO's latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Commercial & Investment Bank ($24.9B, +27% YoY); Markets & Securities Services ($13.7B, +33% YoY); Banking & Payments ($11.2B, +21% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/JPM.

What are JPM's largest expenses?

JPMORGAN CHASE & CO's latest 10-Q reports these as the largest expense items: Compensation expense ($15,159M, +11% YoY); Total noncompensation expense ($12,157M, +21% YoY); Provision for credit losses ($2,515M, -12% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

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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SEC EDGAR: CIK 19617 JPM stock profile & AI dashboard →

13F Pro Quality Score

70.7/100

Rank #210 of 2,961 stocksTOP 10%

View Financials peers →

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

Revenue Growth

51.1/100

Profitability

91.1/100

Balance Sheet

47.9/100

Earnings Quality

1.8/100

Free Cash Flow

7.2/100

Institutional Flow

97.2/100

Revenue Scale

99.3/100

Dilution Risk

40.6/100

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Why JPM Scores 71/100

exact factor attribution · 2026-09-11

JPM's composite is driven by scale and profitability, held back by free cash flow and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+9.9 pts

99th pct

Profitability

+8.2 pts

91th pct

Institutional flow

+3.1 pts

97th pct

Revenue growth

+0.3 pts

51th pct

Earnings growth

+0.1 pts

51th pct

Capital efficiency

-0.3 pts

48th pct

Shareholder dilution

-0.6 pts

41th pct

Earnings quality

-4.8 pts

2th pct

Free cash flow

-6.4 pts

7th pct

Latest change (2026-08-07): 36 → 36 · ↑ Institutional flow 60→76

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

JPM Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 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. JPMORGAN CHASE & CO's 13F Pro composite quality score has ranged between 30 and 77 since 2021, currently 70.7 — an improving long-term trajectory across 68 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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What's Driving JPM's Business? Latest 10-Q Breakdown

✓ 36/36 datapoints verified

AI-extracted from JPMORGAN CHASE & CO's 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 →Share on X

Revenue

Q2 2026

$57.3B

Net Income

Q2 2026

$21.2B

Operating Margin

Q2 2026

48.0%

ROIC

Q2 2026

24.6%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+2.8% YoY

$182.45BFY 2025

FY22 $128.69BFY23 $158.10BFY24 $177.56BFY25 $182.45B

Net Income

-2.4% YoY

$57.05BFY 2025

FY22 $37.68BFY23 $49.55BFY24 $58.47BFY25 $57.05B

EPS (Diluted)

+1.4% YoY

$20.02FY 2025

FY22 $12.09FY23 $16.23FY24 $19.75FY25 $20.02

Total Assets

+10.5% YoY

$4.42TFY 2025

FY22 $3.67TFY23 $3.88TFY24 $4.00TFY25 $4.42T

Total Debt

+22.5% YoY

$64.78BFY 2025

FY22 $44.03BFY23 $44.71BFY24 $52.89BFY25 $64.78B

Op. Cash Flow

-251.8% YoY

$-147.78BFY 2025

FY22 $107.12BFY23 $12.97BFY24 $-42.01BFY25 $-147.78B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$182.45B +2.8%	$177.56B +12.3%	$158.10B +22.9%	$128.69B +5.8%	$121.65B +1.4%	$119.95B
Net Income	$57.05B -2.4%	$58.47B +18.0%	$49.55B +31.5%	$37.68B -22.1%	$48.33B +65.9%	$29.13B
EPS (Diluted)	$20.02 +1.4%	$19.75 +21.7%	$16.23 +34.2%	$12.09 -21.3%	$15.36 +73.0%	$8.88
Total Assets	$4.42T +10.5%	$4.00T +3.3%	$3.88T +5.7%	$3.67T -2.1%	$3.74T +10.6%	$3.38T
Total Debt	$64.78B +22.5%	$52.89B +18.3%	$44.71B +1.6%	$44.03B -17.9%	$53.59B +18.5%	$45.21B
Operating Cash Flow	$-147.78B -251.8%	$-42.01B -423.8%	$12.97B -87.9%	$107.12B +37.2%	$78.08B +197.7%	$-79.91B

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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.
$67.5B206,290,537 sh
VANGUARD CAPITAL MANAGEMENT LLC
$52.9B161,586,023 sh
STATE STREET CORP
$41.0B125,209,293 sh
BANK OF AMERICA CORP /DE/
$22.8B69,666,753 sh
MORGAN STANLEY
$22.0B67,092,426 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$21.5B65,819,503 sh
GEODE CAPITAL MANAGEMENT, LLC
$20.1B61,707,794 sh
NORGES BANK
$11.8B36,122,327 sh
NORTHERN TRUST CORP
$10.0B30,677,237 sh
Capital Research Global Investors
$9.1B27,746,323 sh

Fund	Value	Shares
BlackRock, Inc.	$67.5B	206,290,537
VANGUARD CAPITAL MANAGEMENT LLC	$52.9B	161,586,023
STATE STREET CORP	$41.0B	125,209,293
BANK OF AMERICA CORP /DE/	$22.8B	69,666,753
MORGAN STANLEY	$22.0B	67,092,426
VANGUARD PORTFOLIO MANAGEMENT LLC	$21.5B	65,819,503
GEODE CAPITAL MANAGEMENT, LLC	$20.1B	61,707,794
NORGES BANK	$11.8B	36,122,327
NORTHERN TRUST CORP	$10.0B	30,677,237
Capital Research Global Investors	$9.1B	27,746,323

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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. JPM is classified as a mega company.

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.