JPM US46625H1005

Rapport

Geschatte realtime Cboe BZX - 17:17:50 01-02-2023
139.81	USD		-0.11%

31/01	Fed zal de rente dit jaar verlagen, zegt Kennedy van JPMorgan.	MT
30/01	Deutsche Bank geïnteresseerd in financiering van de media-activiteiten van de Serie A	MT
30/01	JPMorgan Chase & Co. Werkt samen met KPMG om toezicht op handelaren te herzien	MT

Onderneming

Vakgebied

JPMorgan Chase & Co. is een van de grootste bankgroepen ter wereld. De inkomsten (inclusief intragroep) zijn als volgt over de activiteiten verdeeld
- investment and market banking (40,2%): advies voor fusies-overnames en herstructureringen, kapitaalverhogingen, investeringskapitaal, actief op de aandelen-, obligatie- en afgeleide productenmarkten, beursmakelaardij, enz.;
- retail banking (38,9%): verkoop van standaard en gespecialiseerde financiële diensten (vastgoedleningen, autoleningen, verzekeringen, enz.) via een netwerk van meer dan 4.790 bankagentschappen. De groep ontwikkelt ook de verkoop van kredietkaarten;
- vermogensbeheer (13,2%): 3.113 miljard USD aan activa onder beheer eind 2021;
- commercial banking (7,7%).
Eind 2021 beheerde de groep USD 2.462,3 miljard aan lopende deposito's en USD 1.077,7 miljard aan lopende leningen.
De inkomsten zijn geografisch als volgt verdeeld: de Verenigde Staten (76,2%), Europa/Midden-Oosten/Afrika (13,6%), Azië/Pacific (7,9%), Latijns-Amerika en de Caraïbische eilanden (2,3%).

Verkoop per activiteit

	2020		2021		Delta
Corporate & Investment Bank	49 284.00	41.2%	51 749.00	42.5%	+5%
Consumer & Community Banking	51 268.00	42.9%	50 073.00	41.2%	-2.33%
Asset & Wealth Management	14 240.00	11.9%	16 957.00	13.9%	+19.08%
Commercial Banking	9 313.00	7.8%	10 008.00	8.2%	+7.46%
Reconciling Items	-3 386.00	-2.8%	-3 655.00	-3%	-
Corporate	-1 176.00	-1%	-3 483.00	-2.9%	-
USD in miljoenen

Verkoop per regio

	2020		2021		Delta
North America	90 948.00	76.1%	92 678.00	76.2%	+1.9%
Europe/Middle East/Africa	16 566.00	13.9%	16 561.00	13.6%	-0.03%
Asia-Pacific	9 289.00	7.8%	9 654.00	7.9%	+3.93%
Latin America/Caribbean	2 740.00	2.3%	2 756.00	2.3%	+0.58%
USD in miljoenen

Managers

Naam	Titel	Leeftijd	Van
Jamie Dimon	Director	66	2004
Daniel Pinto	President & Chief Operating Officer	60	2022
Jeremy Barnum	Chief Financial Officer & Executive VP	49	2021
Lori Beer	Global Chief Information Officer	54	2017
Rohan Amin	Chief Information Security Officer	-	2014
Marc Badrichani	Head-Global Sales & Research	-	-
Mikael Grubb	Head-Investor Relations	-	2021
John H. Tribolati	Secretary	-	-
Carla Hassan	Chief Marketing Officer	-	-
Troy Rohrbaugh	Head-Global Markets	-	-

Bestuurders

Naam	Titel	Leeftijd	Van
Jamie Dimon	Director	66	2004
James Crown	Independent Director	68	2004
Stephen Burke	Lead Independent Director	63	2021
Timothy Patrick Flynn	Independent Director	65	2012
Linda B. Bammann	Independent Director	66	2013
Michael Neal	Independent Director	69	2014
Todd Anthony Combs	Independent Director	51	2016
Mellody Hobson	Independent Director	52	2018
Virginia Rometty	Independent Director	64	2020
Phebe Novakovic	Independent Director	64	2020

Aandelen

	Stemming	Aantal	Percentage vrij verhandelbaar		Bedrijfseigen aandelen		Drijvend Totaal
Aandeel A	1	4 106 029 007	2 906 130 170	70.8%	1 171 729 007	28.5%	70.7%
Aandeel B	0	3 283 750	0	0.0%	0	0.0%

Aandeelhouders

Naam	Aandelen	%
The Vanguard Group, Inc.	260 362 828	8,88%
SSgA Funds Management, Inc.	128 912 612	4,39%
Capital Research & Management Co.	74 443 901	2,54%
BlackRock Fund Advisors	63 042 522	2,15%
Geode Capital Management LLC	50 166 300	1,71%
Capital Research & Management Co. (International Investors)	40 174 945	1,37%
Capital Research & Management Co. (World Investors)	38 990 139	1,33%
Wellington Management Co. LLP	38 140 526	1,30%
Morgan Stanley Smith Barney LLC (Investment Management)	33 046 277	1,13%
Massachusetts Financial Services Co.	32 871 267	1,12%

Naam	Aandelen	%
Fidelity Management & Research Co. LLC	23 381 405	-
Securian Asset Management, Inc.	7 000 000	-
Thrivent Investment Management, Inc.	2 193 000	-
Allspring Global Investments LLC	3 975 000	-
Fidelity Investments Canada ULC	28 673	-
Stonebridge Advisors LLC	16 624 000	-
AllianceBernstein LP	255 000	-
Franklin Advisers, Inc.	67 070 000	-
Pacific Investment Management Co. LLC	10 306 000	-
Principal Global Investors LLC	4 000 000	-

Naam	Aandelen	%
UBS Asset Management (Americas) Inc.	0	-
Fidelity Management & Research Co. LLC	61 424 833	-
Glenmede Investment Management LP	500	-
Cohen & Steers Capital Management, Inc.	14 085 000	-
FBL Investment Management Services, Inc.	5 000	-
Securian Asset Management, Inc.	2 000 000	-
Sun Life Capital Management (US) LLC	1 137	-
American Century Investment Management, Inc.	0	-
Thrivent Investment Management, Inc.	1 614 000	-
Voya Investment Management Co. LLC	510 000	-

Naam	Aandelen	%
Caixa DTVM SA	606 204	0,0021%
BB Gestão de Recursos DTVM SA	476 900	0,0016%
Itaú Unibanco SA	367 266	0,0013%
Safra Asset Management Ltda.	155 200	0,0005%
Bram Bradesco Asset Management S/A DTVM	103 370	0,0004%
Principal Gestão de Investimentos Ltda.	52 500	0,0002%
Banco Santander Brasil SA (Private Banking)	8 000	0,0000%
BTG Pactual WM Gestão de Recursos Ltda.	4 300	0,0000%
Trio Capital Investimentos Ltda.	3 062	0,0000%
Focus Assessoria em Investimentos Ltda.	2 900	0,0000%

Naam	Aandelen	%
UBS Asset Management (Americas) Inc.	1 015 000	-
Fidelity Management & Research Co. LLC	21 321 000	-
Federated MDTA LLC	10 000	-
Lord, Abbett & Co. LLC	13 840 000	-
HSBC Global Asset Management (USA), Inc.	1 925 000	-
Dodge & Cox	73 080 000	-
Cohen & Steers Capital Management, Inc.	134 178 000	-
Eaton Vance Management	10 953 000	-
Tocqueville Asset Management LP	390 000	-
Russell Investment Management LLC	235 000	-

Naam	Aandelen	%
Crossmark Global Investments, Inc.	248 289	0,44%
Sonora Investment Management Group LLC	126 748	0,22%
Bramshill Investments LLC	106 539	0,19%
Fulton Breakefield Broenniman LLC	104 825	0,18%
Everett Harris & Co.	70 000	0,12%
D. L. Carlson Investment Group, Inc.	57 871	0,10%
Crow Point Partners LLC	50 000	0,088%
Advisors Asset Management, Inc.	48 020	0,084%
Roanoke Asset Management Corp.	41 300	0,072%
CPWM LLC	23 015	0,040%

Naam	Aandelen	%
Everett Harris & Co.	205 000	0,45%
Shapiro Capital Management LLC	40 075	0,087%
Bramshill Investments LLC	21 143	0,046%
Shikiar Asset Management, Inc.	19 600	0,043%
Lawrence W. Kelly & Associates, Inc.	18 600	0,040%
Advisors Asset Management, Inc.	15 954	0,035%
Mathes Co., Inc.	13 025	0,028%
Columbia Management Investment Advisers LLC	12 927	0,028%
Argent Trust Co. (Tennessee)	12 740	0,028%
WesBanco Bank, Inc. (Investment Management)	11 650	0,025%

Naam	Aandelen	%
Fidelity Management & Research Co. LLC	0	-
PGIM, Inc.	0	-
Wellington Management Co. LLP	0	-
Glenmede Investment Management LP	0	-
Cohen & Steers Capital Management, Inc.	0	-
Artisan Partners LP	0	-
Newfleet Asset Management LLC	0	-
LSV Asset Management	0	-
Goldman Sachs Asset Management LP	0	-
KCM Investment Advisors LLC	0	-

Naam	Aandelen	%
BlackRock Fund Advisors	5 100 048	7,52%
Invesco Capital Management LLC	4 171 921	6,15%
Global X Management Co. LLC	1 529 946	2,25%
Cohen & Steers Capital Management, Inc.	832 521	1,23%
Fidelity Management & Research Co. LLC	474 100	0,70%
SSgA Funds Management, Inc.	409 455	0,60%
Spectrum Asset Management, Inc.	198 199	0,29%
Connectus Wealth LLC	171 075	0,25%
Vident Investment Advisory LLC	162 635	0,24%
First Trust Advisors LP	127 895	0,19%

Naam	Aandelen	%
BlackRock Fund Advisors	5 562 383	7,52%
Invesco Capital Management LLC	4 504 158	6,09%
Global X Management Co. LLC	1 863 707	2,52%
Cohen & Steers Capital Management, Inc.	790 780	1,07%
Connectus Wealth LLC	691 232	0,93%
SSgA Funds Management, Inc.	446 569	0,60%
Deka Investment GmbH	400 000	0,54%
Fidelity Management & Research Co. LLC	288 900	0,39%
Sonora Investment Management Group LLC	268 115	0,36%
Crossmark Global Investments, Inc.	258 360	0,35%

Naam	Aandelen	%
BlackRock Fund Advisors	4 509 942	7,52%
Invesco Capital Management LLC	4 031 338	6,72%
Global X Management Co. LLC	1 163 786	1,94%
Cohen & Steers Capital Management, Inc.	829 255	1,38%
Fidelity Management & Research Co. LLC	712 600	1,19%
Eaton Vance Management	653 401	1,09%
Bramshill Investments LLC	536 272	0,89%
Teachers Advisors LLC	450 000	0,75%
SSgA Funds Management, Inc.	362 078	0,60%
TIAA-CREF Investment Management LLC	208 000	0,35%

Naam	Aandelen	%
BlackRock Fund Advisors	5 562 382	7,52%
Invesco Capital Management LLC	4 860 279	6,57%
Global X Management Co. LLC	1 435 037	1,94%
Pacific Investment Management Co. LLC	1 379 000	1,86%
Guggenheim Partners Investment Management LLC	1 204 000	1,63%
Cohen & Steers Capital Management, Inc.	747 655	1,01%
Fidelity Management & Research Co. LLC	678 800	0,92%
Eaton Vance Management	620 538	0,84%
Stonebridge Advisors LLC	549 145	0,74%
SSgA Funds Management, Inc.	446 569	0,60%

Naam	Aandelen	%
BlackRock Fund Advisors	6 013 378	7,52%
Invesco Capital Management LLC	5 045 304	6,31%
Global X Management Co. LLC	1 551 522	1,94%
Stonebridge Advisors LLC	975 502	1,22%
Fidelity Management & Research Co. LLC	757 975	0,95%
Cohen & Steers Capital Management, Inc.	600 884	0,75%
SSgA Funds Management, Inc.	482 775	0,60%
Pacific Investment Management Co. LLC	325 000	0,41%
Flaherty & Crumrine, Inc.	296 800	0,37%
Franklin Templeton SinoAm Securities Investment Mgmt, Inc	274 930	0,34%

Participaties

Naam	Aandelen	%	Totale waarde
KOHL'S CORPORATION (KSS)	3 291 395	2,98%	83 107 724 USD
AGIOS PHARMACEUTICALS, INC. (AGIO)	1 491 001	2,71%	41 867 308 USD
JCET GROUP CO., LTD. (600584)	7 137 809	0,40%	23 667 119 USD
LANNETT COMPANY, INC. (LCI)	109 037	0,25%	56 808 USD
MFS MUNICIPAL INCOME TRUST VRP	1 138	25,0%	5 895 USD
MFS HIGH INCOME MUNICIPAL TRUST	865	22,2%	3 019 USD
IMH FINANCIAL CORP PFCV SER B2	5 595 148	100,0%	56 USD
IMH FINANCIAL CORP PFCV SER B4	1 875 000	100,0%	19 USD
IMH FINANCIAL CORPORATION	873 378	33,5%	9 USD
BLACKROCK MUNIVEST FD INC VRDP W7	2 438	100,0%	0 USD

Markten en indexen

- International Market

- DJIA / S&P 100, S&P 500, Stoxx Americas 100, Stoxx Global 200, Stoxx NorthAmerica 50, Stoxx USA 50

Bedrijfsgegevens

JPMorgan Chase & Co.
383 Avenue Madison
NY 10179-0001 New York City, New York

Telefoon : +1 (212) 270 6000
Fax :
Internet : http://www.jpmorganchase.com

Merkenportefeuille

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CHASE	CHASE MANHATTAN BANK	FRANK	GLOBAL SHARES
INSTAMED	J.P. MORGAN	JPMORGAN	JPMORGAN CHASE
NUTMEG	ONE EQUITY PARTNERS	RENOVITE TECHNOLOGIES	THE INFATUATION
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Sector

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	Bank- en beleggingsdiensten
		Bankdiensten
			Banken
				Banken - Andere

Sector Banken - Andere

		Verschil t.o.v. 1 jan (%)	Kapitalisatie (M$)
	JPMORGAN CHASE & CO.	3.75%	410 531


BANK OF AMERICA CORPORATION	7.13%	283 726
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED	4.23%	218 843
WELLS FARGO & COMPANY	13.51%	179 690
CHINA CONSTRUCTION BANK CORPORATION	3.89%	163 773
CHINA MERCHANTS BANK CO., LTD.	10.60%	155 650
HSBC HOLDINGS PLC	15.65%	146 698
ROYAL BANK OF CANADA	6.96%	141 181
BANK OF CHINA LIMITED	5.28%	132 380
COMMONWEALTH BANK OF AUSTRALIA	7.27%	130 869
THE TORONTO-DOMINION BANK	5.01%	125 174
HDFC BANK LIMITED	-1.51%	109 447
MITSUBISHI UFJ FINANCIAL GROUP, INC	7.17%	90 768
BNP PARIBAS	18.12%	85 074
US BANCORP	11.90%	76 206
ICICI BANK LIMITED	-6.62%	71 038
BANK OF MONTREAL	9.16%	70 613
NATIONAL AUSTRALIA BANK LIMITED	5.76%	70 315
DBS GROUP HOLDINGS LTD	5.51%	70 079
POSTAL SAVINGS BANK OF CHINA CO., LTD.	9.90%	69 975
PNC FINANCIAL SERVICES GROUP, INC.	3.12%	66 337

Sector Banken - Andere

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JPMORGAN CHASE & CO.