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Company Dossier · Financials

JPMorgan Chase & Co.

JPMNYSEDiversified BanksWILMINGTON, US-DE, USMega capWebsite ↗
  • S&P 500
  • S&P 100
  • Dow 30
  • Russell 1000

What JPMorgan Chase & Co. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Share buybacks in the fiscal year to December 31, 2025: $31.6 billion.SEC EDGAR filings (10-K)
  • Long-term debt issued in the fiscal year to December 31, 2025: $121 billion.SEC EDGAR filings (10-K)
  • Latest earnings call or results release (October 13, 2026): sentiment 0.10 on a −1 to +1 scale (mixed), confidence 0.40 of 1.Palanor Discourse
  • Latest annual report (filed February 13, 2026): 2 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q3 2026: $1.8 million on the open market.SEC Form 4
  • 5,164 institutional managers reported a position at June 30, 2026 (+61 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 958 (1,279 a year earlier).U.S. Department of Labor (OFLC)
  • Headlines in the last 30 days: 7, of which 3 read positive and 1 negative.Palanor headline tone

Company Posture

How Company Posture is measured →

What JPMorgan Chase & Co. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.

Steady · Hedging

Expanding ↔ Retrenching

Steady

RetrenchingExpanding

Confident ↔ Hedging

Hedging

HedgingConfident

Pressure

Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).

Credit

How these are built →

JPMorgan Chase & Co.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.

Bonds priced, last 12 months

$35.0B

U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.

PricedAmountCouponMaturesSpreadYield
Oct 13, 2026$350MOTHER2030 (4y)+87bp—
Oct 13, 2026$3.75B6.117%2037 (11y)+90bp6.117%
Oct 13, 2026$2.9B5.615%2030 (4y)+70bp5.615%
Jul 15, 2026$2.5B4.864%2030 (4y)+68bp4.864%
Jul 15, 2026$3B—2041 (15y)+125bp5.803%
Jul 15, 2026$500MOTHER2030 (4y)+85bp—
Jul 15, 2026$3B5.041%2032 (6y)+78bp5.041%
May 28, 2026—4.408%2030 (4y)+60bp4.670%
Apr 15, 2026$3B4.622%2032 (6y)+73bp4.622%
Apr 15, 2026$500MOTHER2030 (4y)+82bp—
Apr 15, 2026$3.75B5.148%2037 (11y)+87bp5.148%
Apr 15, 2026$2.75B4.408%2030 (4y)+63bp4.408%

From the pricing term sheets JPMorgan Chase & Co. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

JPMorgan Chase & Co.: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

JPMorgan Chase & Co.: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$31.6BData to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

JPMorgan Chase & Co.: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

JPMorgan Chase & Co.: debt maturity schedule, latest annual report

Scheduled repayments of long-term debt principal by year from the fiscal year end, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

JPMorgan Chase & Co.: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

JPMorgan Chase & Co.: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

1.9Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

JPMorgan Chase & Co.: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.10Data 10 days ago
ImageDataPalanor calculation
Business

JPMorgan Chase & Co.: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.40Data 10 days ago
ImageDataPalanor calculation
Business

JPMorgan Chase & Co.: risk factors added per annual report

New Item 1A risk factors in each 10-K

2.0Data to Feb 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

JPMorgan Chase & Co.: aUM

KPI Ledger, as reported in the company's results releases, $ billions

5,200Data 23 days ago
ImageDataKPI Ledger by Palanor · source: SEC EDGAR

Hiring and ownership

Business

JPMorgan Chase & Co.: H-1B filings certified

Labor Condition Applications by quarter received

958Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

JPMorgan Chase & Co.: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$1.8MData 23 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

JPMorgan Chase & Co.: institutional holders

Managers reporting a position on Form 13F, by quarter

5,164Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

News

Business

JPMorgan Chase & Co.: headline tone

Net share of positive headlines, trailing 28 days, −1 to +1

0.29Data 6 days ago
ImagePalanor calculation from news headlines (tone words only)

In the news

Headlines that name JPMorgan Chase & Co., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.

30 days
7 headlines
43% positive · 14% negative
90 days
7 headlines
43% positive · 14% negative

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 21, 2026Lobbying
    Lobbying report (PHRONESISDC, LLC)third_quarter 2026 · $0.1 million
  2. Oct 20, 2026Lobbying
    Lobbying report (THEGROUP DC, LLC)third_quarter 2026 · $0.0 million
  3. Oct 20, 2026Lobbying
    Lobbying report (MARSHALL & POPP, LLC)third_quarter 2026 · $0.1 million
  4. Oct 20, 2026Lobbying
    Lobbying report (WILLIAMS AND JENSEN, PLLC)third_quarter 2026 · $0.1 million
  5. Oct 20, 2026Lobbying
    Lobbying report (JPMORGAN CHASE HOLDINGS LLC)third_quarter 2026 · $1.5 million
  6. Oct 20, 2026Lobbying
    Lobbying report (RESOLUTION PUBLIC AFFAIRS, LLC)third_quarter 2026 · $0.1 million
  7. Oct 20, 2026Lobbying
    Lobbying report (AVENUE SOLUTIONS)third_quarter 2026 · $0.0 million
  8. Oct 20, 2026Lobbying
    Lobbying report (RICH FEUER ANDERSON)third_quarter 2026 · $0.1 million
  9. Oct 20, 2026Patent
    Patent granted: METHODS FOR PROVIDING SYSTEMATIC INTELLIGENCE FOR SELECTING MODE OF PAYMENT AND DEVICES THEREOFUS 12770127
  10. Oct 20, 2026Patent
    Patent granted: SYSTEMS AND METHODS FOR GENERATING CUSTOM INDUSTRY CLASSIFICATIONSUS 12770026
  11. Oct 20, 2026Patent
    Patent granted: SYSTEMS AND METHODS FOR PRIVACY PRESERVING, NETWORK ANALYTICS, AND ANOMALY DETECTION ON DECENTRALIZED, PRIVATE, PERMISSIONED DISTRIBUTED LEDGER NETWORKSUS 12769869
  12. Oct 20, 2026Patent
    Patent granted: METHOD AND SYSTEM FOR PROVIDING APPLICATION HOSTING BENCHMARKSUS 12769636
  13. Oct 20, 2026Patent
    Patent granted: METHOD AND SYSTEM FOR AUTOMATING HISTORICAL DATA ANALYTICSUS 12769734
  14. Jun 25, 20268-K
    Director or officer changeItem 5.02
  15. May 21, 20268-K
    Shareholder vote resultsItem 5.07
  16. Feb 13, 202610-K
    Annual report (10-K)2 risk factors added, 1 removed
  17. Jan 22, 20268-K
    Director or officer changeItem 5.02
  18. Dec 8, 20258-K
    Director or officer changeItem 5.02
  19. May 22, 20258-K
    Shareholder vote resultsItem 5.07
  20. Feb 14, 202510-K
    Annual report (10-K)2 risk factors added, 1 removed
  21. Jan 23, 20258-K
    Director or officer changeItem 5.02
  22. Jan 14, 20258-K
    Director or officer changeItem 5.02
  23. Dec 24, 2024Risk event
    Wage and Hour case: JPMorgan Chase & Co, back wages agreed$0.0 million
  24. Dec 12, 20248-K
    Director or officer changeItem 5.02
  25. Feb 16, 202410-K
    Annual report (10-K)1 risk factors added, 2 removed

Peers

Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Bank of America Corp. BAC$119B—Jun 30, 2026
Citigroup Inc. C$85.2B−$74.2BDec 31, 2025
PNC Financial Services PNC$25.0B—Jun 30, 2026
Truist Financial TFC———
U.S. Bancorp USB$29.7B—Jun 30, 2026
Wells Fargo & Company WFC———
Arch Capital Group ACGL$19.2B$6.1BJun 30, 2026
American Financial Group AFG$8.3B—Jun 30, 2026

Identity

SEC CIK
19617
LEI
8I5DZWZKVSZI1NUHU748
Wikidata
Q192314
SAM UEI
G2LEEMLM2UA3
SAM UEI
VH3FVLD4WHN8

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

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