JPMorgan Chase & Co. (JPM) Stock
NYSEJPM has an Alpha Score of 60 out of 100 (moderate), computed on Oct 28, 2026 from 4 of 4 sub-scores. 81 members of Congress disclosed 226 trades in JPM since 2013: 124 purchases and 102 sales, most recently Sheldon Whitehouse (partial sale, Sep 4, 2026). 10 of the hedge funds AlphaScala tracks reported JPM in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Viking Global Investors's at $949.06M. Company insiders reported 0 open-market buys and 2 sales on SEC Form 4 in the 90 days to Oct 30, 2026. Its trailing P/E ratio is 13.5 and its net margin 33.3% (key statistics as of Oct 22, 2026).
What is JPM's Alpha Score?
How it works →Alpha Score of 60 reflects moderate overall profile with moderate momentum, moderate value, moderate quality, moderate sentiment.
Computed Oct 28, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded JPMorgan Chase & Co. (JPM)?
Most recent: Sheldon Whitehouse (partial sale, Sep 4, 2026); records start Dec 30, 2013.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Sheldon Whitehouse D-RI · Senate | 2026-09-04 | partial sale | $15k – $50k |
| Scott Franklin R-FL · House | 2026-08-20 | partial sale | $1k – $15k |
| John Boozman R-AR · Senate | 2026-07-23 | partial sale | $1k – $15k |
| Sheldon Whitehouse D-RI · Senate | 2026-04-13 | partial sale | $15k – $50k |
| Lizzie Fletcher D-TX · House | 2026-04-08 | partial sale | $1k – $15k |
| Alan Armstrong R-OK · Senate | 2026-03-27 | sale | $15k – $50k |
| Dave Taylor R-OH · House | 2026-01-29 | purchase | $1k – $15k |
| Katie Boyd Britt R-AL · Senate | 2026-01-28 | sale | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Oct 29, 2026. Senate records here end Oct 21, 2026; later Senate trades are not included.
Every member of Congress who traded JPM, with filing lags →Which hedge funds own JPM?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Viking Global Investors Andreas Halvorsen | 2.90M | $949.06M | +7% |
| Citadel Ken Griffin | 2.21M | $724.86M | -9% |
| Marshall Wace | 1.98M | $647.48M | +11481% |
| D.E. Shaw David Shaw | 1.41M | $462.66M | -59% |
| Millennium Management Israel Englander | 1.04M | $341.28M | -15% |
| Renaissance Technologies Jim Simons (founder) | 386K | $126.25M | -44% |
| Point72 Steve Cohen | 240K | $78.48M | NEW |
| Soros Fund Management George Soros (founder) | 118K | $38.74M | n/a |
| Bridgewater Associates Ray Dalio | 24K | $7.71M | NEW |
| Blackstone | 3K | $892.3K | +19% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are JPMorgan Chase & Co. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 10, 26 | Leopold Robin | Head of Human Resources | SELL | 2.5K | $882K |
| Aug 11, 26 | Leopold Robin | Head of Human Resources | SELL | 2.5K | $904K |
SEC Form 4 filings as of Oct 30, 2026
See cluster-buy signals across all tickers →What are JPM's key statistics?
Key statistics as of Oct 22, 2026
How does JPM's valuation compare with the Financials sector?
| Metric | JPM | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 13.5 | 13.3 | 196 |
| Net margin | 33.26% | 20.11% | 186 |
| Return on equity | 17.91% | 12.61% | 207 |
| Dividend yield (payers) | 2.74% | 3.28% | 157 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 2, 2026). P/E excludes loss-making companies.
What did JPMorgan Chase & Co.'s latest SEC filings say?
Latest 1JPMorgan Chase Reports First Quarter 2026 Net Income of 16.5 Billion Dollars
JPMorgan Chase & Co. filed an 8-K on April 14, 2026, to report its financial results for the first quarter of 2026. The firm announced net income of $16.5 billion, or $5.94 per share, for the period. This represents an increase compared to the first quarter of 2025, during which the firm reported net income of $14.6 billion, or $5.07 per share. The filing includes the official earnings release and a financial supplement as exhibits. Management noted that these results are subject to risks and uncertainties as outlined in the firm's 2025 Annual Report on Form 10-K.
- ›Reported Q1 2026 net income of 16.5 billion dollars.
- ›Reported Q1 2026 earnings per share of 5.94 dollars.
- ›Increased net income from 14.6 billion dollars in Q1 2025.
- ›Increased earnings per share from 5.07 dollars in Q1 2025.
AlphaScala analysis on JPM
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JPM price chart
Powered by TradingViewWhat does JPMorgan Chase & Co. do?
JPMorgan Chase & Co. is a leading global financial services firm operating through three primary segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. It provides a comprehensive suite of services including deposit accounts, investment and lending products, cash management, payments, mortgage origination and servicing, residential mortgages, home equity loans, credit cards, auto loans, leases, and travel services to consumers, small businesses, and institutions via bank branches, ATMs, digital platforms, and telephone banking. The company excels in investment banking with consulting for mergers, acquisitions, restructuring, capital increases, and activities in stock, bond, and derivatives markets, alongside brokerage services. In asset and wealth management, it oversees substantial assets under management, totaling USD 2,406 billion as of the end of 2024. Additionally, JPMorgan Chase & Co. engages in commercial banking, supporting corporate clients worldwide. With net sales projected at around 180 billion USD for 2025 and a workforce of 317,160 employees, it generates the majority of its income from the United States while maintaining a significant presence in Europe, Middle East, Africa, Asia-Pacific, and Latin America, underscoring its pivotal role in the global financial ecosystem.