JPMorgan Chase, the largest US bank by assets, earns net interest income on loans and deposits through its Chase consumer franchise, and adds fees from credit cards, investment banking, markets trading, and asset management.
JPMORGAN CHASE & CO (JPM) is a national commercial banks company. Piotroski F-Score 3/7. 27 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-07-14 from JPM's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
Led by Jamie Dimon · see pay & career →
JPMorgan’s Jamie Dimon is a third-generation banker — both his father and grandfather were stockbrokers — and he was fired from Citigroup in 1998 before rebuilding his career and taking over JPMorgan.
Source: Public biography · More →
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
A plain-English read on JPM plus an auto-SWOT — built from JPM's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate JPM using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
Projected from JPM's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment JPM files its announcement.
JPM has sold off after 4 of its last 4 earnings reports.
Earnings reactions have been mild.
JPM has traded lower after most recent earnings releases.
The average is inflated by its most volatile prints (+-0.7% and -5.1%).
A more typical earnings reaction has been approximately ±1.7%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-04-14 | -2.5% |
| 2026-01-13 | -5.1% |
| 2025-10-14 | -0.7% |
| 2025-07-15 | -1.0% |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| Friedman StaceyGeneral Counsel | SELL | $1.8M | view → |
| Friedman StaceyGeneral Counsel | SELL | $1.6M | view → |
| Beer Lori AChief Information Officer | SELL | $950K | view → |
| Petno Douglas BCo-CEO CIB | SELL | $1.7M | view → |
| Lake MarianneCEO CCB | SELL | $1.9M | view → |
| Erdoes Mary E.CEO Asset & Wealth Management | SELL | $2.0M | view → |
| Piepszak JenniferChief Operating Officer | SELL | $1.5M | view → |
| BACON ASHLEYChief Risk Officer | SELL | $1.3M | view → |
| Rohit KhannaU.S. Representative · CA-17 | SELL | $1,001 - $15,000 | filed 2026-07-06 |
| Rohit KhannaU.S. Representative · CA-17 | BUY | $1,001 - $15,000 | filed 2026-07-06 |
| John R CurtisU.S. Senator · UT | BUY | $100,001 - $250,000 | filed 2026-06-30 |
| Rohit KhannaU.S. Representative · CA-17 | BUY | $1,001 - $15,000 | filed 2026-06-09 |
| William R. KeatingU.S. Representative · MA-09 | BUY | $1,001 - $15,000 | filed 2026-05-18 |
| John FettermanU.S. Senator · PA | BUY | $1,001 - $15,000 | filed 2026-05-15 |
| Fisher Asset Management (Ken Fisher) | $5.01B | 1.7% of portfolio |
| Company | Stake value | % of company owned |
|---|---|---|
| ELECTRONIC ARTS INCEA | $110.6M | 0.22% |
| ALIBABA GROUP HLDG LTD | $68.5M | — |
| HOLOGIC INC | $62.0M | — |
| SAREPTA THERAPEUTICS INCSRPT | $59.8M | 54.5% |
| BOFA FIN LLC | $48.9M | — |
| IRONWOOD PHARMACEUTICALS INCIRWD | $46.1M | 28.5% |
| NEXTERA ENERGY INCNEE | $40.1M | 0.04% |
| SUPER MICRO COMPUTER INCSMCI | $39.9M | 8.1% |
| WIX COM LTD | $38.2M | — |
| CLEARWATER ANALYTICS HLDGS I | $37.8M | — |
| NIO INCNIO | $36.9M | — |
| STRATEGY INCMSTR | $35.5M | — |
| MARA HOLDINGS INCMARA | $34.7M | 10.2% |
| ENVIRI CORPNVRI | $34.3M | 6.5% |
| BRIGHTHOUSE FINL INC | $26.3M | — |
Long US equity positions from JPM's own 13F-HR (SEC), reported quarterly and lagged up to 45 days. “% of company owned” = reported shares ÷ that company's latest shares outstanding.