JPMorgan Chase & (JPM) Stock Insights
JPM$339.30+3.51 +1.05%
$901.92B
Market Cap
13.99
P/E
13.72
Forward P/E
34
Score
JPMorgan Chase & (JPM) Stock Insights
JPM price $339.30 +3.51 +1.05%
- Ticker
- JPM
- Price
- $339.30
- Change
- +3.51 +1.05%
- Market cap ?
- $901.92B
- P/E ?
- 13.99
- Forward P/E ?
- 13.72
- Dividend yield ?
- 1.84%
- Beta ?
- 1.01
- Sector
- Financial Services
- Industry
- Banks - Diversified
- Stocklytics score
- 34
- Value
- 32
- Quality
- 30
- Growth
- 41
Stocklytics score rationale: value 32, quality 30, growth 41.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 106387000000 | 114579000000 | 129824000000 | 142515000000 | 129843000000 | 127238000000 | 153824000000 | 236273000000 | 270789000000 | 279745000000 |
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage…
Fair value
JPM fair value Not meaningful. Price $339.30.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
No estimate. Cash-flow models don't suit banks
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-01-14 | — | 5.90 | — | 51.14B |
| 2026-10-13 | 5.75 | 5.93 | 50.17B | 51.23B |
| 2026-07-14 | 7.70 | 5.59 | 57.35B | 50.72B |
| 2026-04-14 | 5.94 | 5.47 | 49.84B | 49.18B |
| 2026-01-13 | 4.63 | 4.85 | 45.80B | 46.17B |
| 2025-10-14 | 5.07 | 4.85 | 46.43B | 45.47B |
| 2025-07-15 | 4.96 | 4.48 | 44.88B | 43.81B |
| 2025-04-11 | 5.07 | 4.63 | 45.33B | 43.99B |
| 2025-01-15 | 4.81 | 4.09 | 42.77B | 41.95B |
| 2024-10-11 | 4.37 | 3.99 | 42.66B | 41.43B |
| 2024-07-12 | 6.12 | 5.88 | 51.00B | 42.23B |
| 2024-04-12 | 4.63 | 4.17 | 41.91B | 41.69B |
| 2024-01-12 | 3.97 | 3.73 | 38.60B | 41.92B |
| 2023-10-13 | 4.33 | 3.89 | 39.76B | 39.56B |
| 2023-07-14 | 4.37 | 3.62 | 38.58B | 38.96B |
| 2023-04-14 | 4.10 | 3.41 | 38.35B | 35.56B |
| 2023-01-13 | 3.57 | 3.11 | 34.55B | 34.35B |
| 2022-10-14 | 3.12 | 2.96 | 32.70B | 32.06B |
| 2022-07-14 | 2.76 | 2.85 | 30.71B | 31.87B |
| 2022-04-13 | 2.63 | 2.73 | 30.72B | 30.61B |
| 2022-01-14 | 3.33 | 2.98 | 30.71B | 29.82B |
| 2021-10-13 | 3.74 | 3.00 | 29.66B | 29.60B |
| 2021-07-13 | 3.78 | 3.10 | 30.49B | 29.96B |
| 2021-04-14 | 4.50 | 3.05 | 32.25B | 29.20B |
| 2021-01-15 | 3.79 | 2.72 | 30.56B | 30.49B |
| 2020-10-13 | 2.92 | 2.35 | 29.16B | 20.13B |
| 2020-07-14 | 1.38 | 1.34 | 33.07B | 24.85B |
| 2020-04-14 | 2.57 | 2.35 | 28.33B | 25.91B |
| 2020-01-14 | 2.57 | 2.35 | 28.33B | 25.91B |
| 2019-10-15 | 2.68 | 2.44 | 29.29B | 26.82B |
| 2019-07-16 | 2.59 | 2.50 | 28.75B | 25.48B |
| 2019-04-12 | 2.65 | 2.32 | 29.12B | 25.83B |
| 2019-02-26 | 1.98 | 2.20 | 26.11B | 29.01B |
| 2018-10-12 | 2.34 | 2.24 | 27.26B | 26.21B |
| 2018-07-13 | 2.29 | 2.22 | 27.75B | 26.90B |
| 2018-04-13 | 2.37 | 2.28 | 27.91B | 26.85B |
| 2018-01-12 | 1.76 | 1.69 | 24.15B | 23.48B |
| 2017-10-12 | 1.76 | 1.67 | 25.58B | 23.98B |
| 2017-07-14 | 1.82 | 1.57 | 25.09B | 22.34B |
| 2017-04-13 | 1.65 | 1.52 | 24.68B | 22.97B |
Dividends
Yield 1.81%. Payout ratio 19.90%. Frequency Quarterly.
Safety score 87/100 · Safe. Payout ratio is 20% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. Dividends were paid in 42 separate years. Yield is 1.8%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-10-06 | $1.65 | 2026-10-06 | 2026-10-31 | Quarterly |
| 2026-07-06 | $1.50 | 2026-07-06 | 2026-07-31 | Quarterly |
| 2026-04-06 | $1.50 | 2026-04-06 | 2026-04-30 | Quarterly |
| 2026-01-06 | $1.50 | 2026-01-06 | 2026-01-31 | Quarterly |
| 2025-10-06 | $1.50 | 2025-10-06 | 2025-10-31 | Quarterly |
| 2025-07-03 | $1.40 | 2025-07-03 | 2025-07-31 | Quarterly |
| 2025-04-04 | $1.40 | 2025-04-04 | 2025-04-30 | Quarterly |
| 2025-01-06 | $1.25 | 2025-01-06 | 2025-01-31 | Quarterly |
| 2024-10-04 | $1.25 | 2024-10-04 | 2024-10-31 | Quarterly |
| 2024-07-05 | $1.15 | 2024-07-05 | 2024-07-31 | Quarterly |
| 2024-04-04 | $1.15 | 2024-04-05 | 2024-04-30 | Quarterly |
| 2024-01-04 | $1.05 | 2024-01-05 | 2024-01-31 | Quarterly |
| 2023-10-05 | $1.05 | 2023-10-06 | 2023-10-31 | Quarterly |
| 2023-07-05 | $1.00 | 2023-07-06 | 2023-07-31 | Quarterly |
| 2023-04-05 | $1.00 | 2023-04-06 | 2023-04-30 | Quarterly |
| 2023-01-05 | $1.00 | 2023-01-06 | 2023-01-31 | Quarterly |
| 2022-10-05 | $1.00 | 2022-10-06 | 2022-10-31 | Quarterly |
| 2022-07-05 | $1.00 | 2022-07-06 | 2022-07-31 | Quarterly |
| 2022-04-05 | $1.00 | 2022-04-06 | 2022-04-30 | Quarterly |
| 2022-01-05 | $1.00 | 2022-01-06 | 2022-01-31 | Quarterly |
| 2021-10-05 | $1.00 | 2021-10-06 | 2021-10-31 | Quarterly |
| 2021-07-02 | $0.90 | 2021-07-06 | 2021-07-31 | Quarterly |
| 2021-04-05 | $0.90 | 2021-04-06 | 2021-04-30 | Quarterly |
| 2021-01-05 | $0.90 | 2021-01-06 | 2021-01-31 | Quarterly |
| 2020-10-05 | $0.90 | 2020-10-06 | 2020-10-31 | Quarterly |
| 2020-07-02 | $0.90 | 2020-07-06 | 2020-07-31 | Quarterly |
| 2020-04-03 | $0.90 | 2020-04-06 | 2020-04-30 | Quarterly |
| 2020-01-03 | $0.90 | 2020-01-06 | 2020-01-31 | Quarterly |
| 2019-10-03 | $0.90 | 2019-10-04 | 2019-10-31 | Quarterly |
| 2019-07-03 | $0.80 | 2019-07-05 | 2019-07-31 | Quarterly |
| 2019-04-04 | $0.80 | 2019-04-05 | 2019-04-30 | Quarterly |
| 2019-01-03 | $0.80 | 2019-01-04 | 2019-01-31 | Quarterly |
| 2018-10-04 | $0.80 | 2018-10-05 | 2018-10-31 | Quarterly |
| 2018-07-05 | $0.56 | 2018-07-06 | 2018-07-31 | Quarterly |
| 2018-04-05 | $0.56 | 2018-04-06 | 2018-04-30 | Quarterly |
| 2018-01-04 | $0.56 | 2018-01-05 | 2018-01-31 | Quarterly |
| 2017-10-05 | $0.56 | 2017-10-06 | 2017-10-31 | Quarterly |
| 2017-07-03 | $0.50 | 2017-07-06 | 2017-07-31 | Quarterly |
| 2017-04-04 | $0.50 | 2017-04-06 | 2017-04-30 | Quarterly |
| 2017-01-04 | $0.48 | 2017-01-06 | 2017-01-31 | Quarterly |
| 2016-10-04 | $0.48 | 2016-10-06 | 2016-10-31 | Quarterly |
| 2016-07-01 | $0.48 | 2016-07-06 | 2016-07-31 | Quarterly |
| 2016-04-04 | $0.44 | 2016-04-06 | 2016-04-30 | Quarterly |
| 2016-01-04 | $0.44 | 2016-01-06 | 2016-01-31 | Quarterly |
| 2015-10-02 | $0.44 | 2015-10-06 | 2015-10-31 | Quarterly |
| 2015-07-01 | $0.44 | 2015-07-06 | 2015-07-31 | Quarterly |
| 2015-04-01 | $0.40 | 2015-04-06 | 2015-04-30 | Quarterly |
| 2015-01-02 | $0.40 | 2015-01-06 | 2015-01-31 | Quarterly |
| 2014-10-02 | $0.40 | 2014-10-06 | 2014-10-31 | Quarterly |
| 2014-07-01 | $0.40 | 2014-07-03 | 2014-07-31 | Quarterly |
| 2014-04-02 | $0.38 | 2014-04-04 | 2014-04-30 | Quarterly |
| 2014-01-02 | $0.38 | 2014-01-06 | 2014-01-31 | Quarterly |
| 2013-10-02 | $0.38 | 2013-10-04 | 2013-10-31 | Quarterly |
| 2013-07-02 | $0.38 | 2013-07-05 | 2013-07-31 | Quarterly |
| 2013-04-03 | $0.30 | 2013-04-05 | 2013-04-30 | Quarterly |
| 2013-01-02 | $0.30 | 2013-01-04 | 2013-01-31 | Quarterly |
| 2012-10-03 | $0.30 | 2012-10-05 | 2012-10-31 | Quarterly |
| 2012-07-03 | $0.30 | 2012-07-06 | 2012-07-31 | Quarterly |
| 2012-04-03 | $0.30 | 2012-04-05 | 2012-04-30 | Quarterly |
| 2012-01-04 | $0.25 | 2012-01-06 | 2012-01-31 | Quarterly |
| 2011-10-04 | $0.25 | 2011-10-06 | 2011-10-31 | Quarterly |
| 2011-07-01 | $0.25 | 2011-07-06 | 2011-07-31 | Quarterly |
| 2011-04-04 | $0.25 | 2011-04-06 | 2011-04-30 | Quarterly |
| 2011-01-04 | $0.05 | 2011-01-06 | 2011-01-31 | Quarterly |
| 2010-10-04 | $0.05 | 2010-10-06 | 2010-10-31 | Quarterly |
| 2010-07-01 | $0.05 | 2010-07-06 | 2010-07-31 | Quarterly |
| 2010-04-01 | $0.05 | 2010-04-06 | 2010-04-30 | Quarterly |
| 2010-01-04 | $0.05 | 2010-01-06 | 2010-01-31 | Quarterly |
| 2009-10-02 | $0.05 | 2009-10-06 | 2009-10-31 | Quarterly |
| 2009-07-01 | $0.05 | 2009-07-06 | 2009-07-31 | Quarterly |
| 2009-04-02 | $0.05 | 2009-04-06 | 2009-04-30 | Quarterly |
| 2009-01-02 | $0.38 | 2009-01-06 | 2009-01-31 | Quarterly |
| 2008-10-02 | $0.38 | 2008-10-06 | 2008-10-31 | Quarterly |
| 2008-07-01 | $0.38 | 2008-07-03 | 2008-07-31 | Quarterly |
| 2008-04-02 | $0.38 | 2008-04-04 | 2008-04-30 | Quarterly |
| 2008-01-02 | $0.38 | 2008-01-04 | 2008-01-31 | Quarterly |
| 2007-10-03 | $0.38 | 2007-10-05 | 2007-10-31 | Quarterly |
| 2007-07-03 | $0.38 | 2007-07-06 | 2007-07-31 | Quarterly |
| 2007-04-03 | $0.34 | 2007-04-05 | 2007-04-30 | Quarterly |
| 2007-01-03 | $0.34 | 2007-01-05 | 2007-01-31 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-14 | BURKE STEPHEN B | Sell | 30.00K | — | — |
| 2026-09-30 | Rometty Virginia M | Buy | 121 | $330.83 | 40.00K |
| 2026-09-30 | NOVAKOVIC PHEBE N | Buy | 121 | $330.83 | 40.00K |
| 2026-09-30 | HOBSON MELLODY L | Buy | 136 | $330.83 | 45.00K |
| 2026-09-30 | BURKE STEPHEN B | Buy | 170 | $330.83 | 56.25K |
| 2026-09-10 | Leopold Robin | Sell | 2.50K | $352.81 | 882.03K |
| 2026-08-11 | Leopold Robin | Sell | 2.50K | $361.41 | 903.52K |
| 2026-07-27 | Friedman Stacey | Sell | 166 | — | — |
| 2026-07-24 | Petno Douglas B | Sell | 864 | — | — |
| 2026-06-30 | Rometty Virginia M | Buy | 122 | $327.33 | 40.00K |
| 2026-06-30 | NOVAKOVIC PHEBE N | Buy | 122 | $327.33 | 40.00K |
| 2026-06-30 | HOBSON MELLODY L | Buy | 137 | $327.33 | 45.00K |
| 2026-06-30 | BURKE STEPHEN B | Buy | 172 | $327.33 | 56.25K |
| 2026-06-25 | Lake Marianne | Other | 0 | — | — |
| 2026-06-24 | Piepszak Jennifer | Buy | 60.21K | — | — |
| 2026-06-24 | Rohrbaugh Troy L | Buy | 90.32K | — | — |
| 2026-06-24 | Petno Douglas B | Buy | 90.32K | — | — |
| 2026-06-24 | Erdoes Mary E. | Buy | 60.21K | — | — |
| 2026-06-22 | Friedman Stacey | Sell | 5.47K | $330.73 | 1.81M |
| 2026-05-20 | Friedman Stacey | Sell | 5.47K | $300.27 | 1.64M |
| 2026-05-15 | Erdoes Mary E. | Sell | 6.65K | $298.36 | 1.98M |
| 2026-05-15 | Lake Marianne | Sell | 6.43K | $298.36 | 1.92M |
| 2026-05-15 | Petno Douglas B | Sell | 5.66K | $300.05 | 1.70M |
| 2026-05-15 | Beer Lori A | Sell | 3.17K | $300.05 | 949.66K |
| 2026-05-14 | Petno Douglas B | Sell | 135.03K | — | — |
| 2026-05-14 | Petno Douglas B | Buy | 135.03K | — | — |
| 2026-05-05 | Barnum Jeremy | Sell | 3.02K | $309.41 | 935.03K |
| 2026-05-05 | BACON ASHLEY | Sell | 4.07K | $309.42 | 1.26M |
| 2026-05-05 | Piepszak Jennifer | Sell | 4.92K | $309.42 | 1.52M |
| 2026-04-15 | Piepszak Jennifer | Sell | 9.14K | $306.56 | 2.80M |
| 2026-04-15 | Petno Douglas B | Sell | 5.66K | $306.58 | 1.74M |
| 2026-04-15 | Lake Marianne | Sell | 6.43K | $306.57 | 1.97M |
| 2026-04-15 | Erdoes Mary E. | Sell | 12.35K | $306.57 | 3.78M |
| 2026-04-15 | Beer Lori A | Sell | 3.17K | $306.59 | 970.66K |
| 2026-04-15 | Barnum Jeremy | Sell | 5.61K | $306.55 | 1.72M |
| 2026-04-15 | BACON ASHLEY | Sell | 7.56K | $306.55 | 2.32M |
| 2026-04-15 | DIMON JAMES | Sell | 130.49K | $306.56 | 40.00M |
| 2026-03-31 | Rometty Virginia M | Buy | 136 | $294.16 | 40.00K |
| 2026-03-31 | NOVAKOVIC PHEBE N | Buy | 136 | $294.16 | 40.00K |
| 2026-03-31 | HOBSON MELLODY L | Buy | 153 | $294.16 | 45.00K |
| 2026-03-31 | BURKE STEPHEN B | Buy | 191 | $294.16 | 56.25K |
| 2026-03-25 | Rohrbaugh Troy L | Buy | 72.97K | — | — |
| 2026-03-25 | Rohrbaugh Troy L | Sell | 40.35K | $295.04 | 11.90M |
| 2026-03-25 | Rohrbaugh Troy L | Sell | 72.97K | — | — |
| 2026-03-25 | Piepszak Jennifer | Buy | 57.51K | — | — |
| 2026-03-25 | Piepszak Jennifer | Sell | 29.40K | $295.04 | 8.68M |
| 2026-03-25 | Friedman Stacey | Buy | 48.93K | — | — |
| 2026-03-25 | Friedman Stacey | Sell | 27.06K | $295.04 | 7.98M |
| 2026-03-25 | Piepszak Jennifer | Sell | 57.51K | — | — |
| 2026-03-25 | Friedman Stacey | Sell | 48.93K | — | — |
| 2026-03-25 | Erdoes Mary E. | Buy | 84.98K | — | — |
| 2026-03-25 | Erdoes Mary E. | Sell | 47.00K | $295.04 | 13.87M |
| 2026-03-25 | Petno Douglas B | Buy | 50.65K | — | — |
| 2026-03-25 | Petno Douglas B | Sell | 28.01K | $295.04 | 8.26M |
| 2026-03-25 | Erdoes Mary E. | Sell | 84.98K | — | — |
| 2026-03-25 | Petno Douglas B | Sell | 50.65K | — | — |
| 2026-03-25 | DIMON JAMES | Buy | 320.47K | — | — |
| 2026-03-25 | DIMON JAMES | Sell | 177.22K | $295.04 | 52.29M |
| 2026-03-25 | Leopold Robin | Buy | 24.89K | — | — |
| 2026-03-25 | Leopold Robin | Sell | 13.77K | $295.04 | 4.06M |
| 2026-03-25 | Leopold Robin | Sell | 24.89K | — | — |
| 2026-03-25 | DIMON JAMES | Sell | 320.47K | — | — |
| 2026-03-25 | Lake Marianne | Buy | 57.51K | — | — |
| 2026-03-25 | Beer Lori A | Buy | 28.33K | — | — |
| 2026-03-25 | Lake Marianne | Sell | 31.81K | $295.04 | 9.38M |
| 2026-03-25 | Beer Lori A | Sell | 15.67K | $295.04 | 4.62M |
| 2026-03-25 | Lake Marianne | Sell | 57.51K | — | — |
| 2026-03-25 | Beer Lori A | Sell | 28.33K | — | — |
| 2026-03-25 | Barnum Jeremy | Buy | 38.63K | — | — |
| 2026-03-25 | Barnum Jeremy | Sell | 21.36K | $295.04 | 6.30M |
| 2026-03-25 | Barnum Jeremy | Sell | 38.63K | — | — |
| 2026-03-25 | BACON ASHLEY | Buy | 47.21K | — | — |
| 2026-03-25 | BACON ASHLEY | Sell | 23.96K | $295.04 | 7.07M |
| 2026-03-25 | BACON ASHLEY | Sell | 47.21K | — | — |
| 2026-03-23 | Leopold Robin | Sell | 433 | $295.06 | 127.76K |
| 2026-03-17 | Lake Marianne | Buy | 57.51K | — | — |
| 2026-03-17 | Petno Douglas B | Buy | 50.65K | — | — |
| 2026-03-17 | Erdoes Mary E. | Buy | 84.98K | — | — |
| 2026-03-17 | Piepszak Jennifer | Buy | 57.51K | — | — |
| 2026-03-17 | BACON ASHLEY | Buy | 47.21K | — | — |
| 2026-03-17 | Barnum Jeremy | Buy | 38.63K | — | — |
| 2026-03-17 | Beer Lori A | Buy | 28.33K | — | — |
| 2026-03-17 | Rohrbaugh Troy L | Buy | 72.97K | — | — |
| 2026-03-17 | Friedman Stacey | Buy | 48.93K | — | — |
| 2026-03-17 | Leopold Robin | Buy | 24.89K | — | — |
| 2026-03-17 | DIMON JAMES | Buy | 320.47K | — | — |
| 2026-02-19 | Leopold Robin | Sell | 432 | $307.14 | 132.68K |
| 2026-02-19 | Rohrbaugh Troy L | Sell | 50.00K | $307.11 | 15.36M |
| 2026-02-19 | DIMON JAMES | Sell | 5.00K | $307.19 | 1.54M |
| 2026-02-19 | DIMON JAMES | Sell | 5.00K | $307.19 | 1.54M |
| 2026-02-19 | DIMON JAMES | Sell | 5.00K | $307.19 | 1.54M |
| 2026-02-19 | DIMON JAMES | Sell | 10.04K | $307.19 | 3.08M |
| 2026-02-19 | DIMON JAMES | Sell | 22.23K | $307.19 | 6.83M |
| 2026-02-19 | DIMON JAMES | Sell | 22.23K | $307.19 | 6.83M |
| 2026-02-17 | Petno Douglas B | Sell | 3.49K | $306.40 | 1.07M |
| 2026-02-17 | Erdoes Mary E. | Sell | 5.73K | $306.41 | 1.76M |
| 2026-02-17 | Beer Lori A | Sell | 2.05K | $306.40 | 627.21K |
| 2026-02-17 | Barnum Jeremy | Sell | 2.89K | $306.42 | 886.16K |
| 2026-02-17 | Lake Marianne | Sell | 3.91K | $306.41 | 1.20M |
| 2026-02-17 | Friedman Stacey | Sell | 3.40K | $306.40 | 1.04M |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 5.31K, holders +66 vs prior quarter. Ownership 71.33%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 206.29M | -1.93M | -0.93% | 67.53B |
| VANGUARD CAPITAL MANAGEMENT LLC | 161.59M | -3.69M | -2.23% | 52.89B |
| STATE STREET CORP | 125.21M | 932.63K | +0.75% | 40.98B |
| BANK OF AMERICA CORP /DE/ | 69.67M | 4.01M | +6.10% | 22.80B |
| MORGAN STANLEY | 67.09M | -1.45M | -2.12% | 21.96B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 65.82M | 238.68K | +0.36% | 21.54B |
| GEODE CAPITAL MANAGEMENT, LLC | 61.71M | -843.02K | -1.35% | 20.13B |
| NORGES BANK | 36.12M | 36.12M | New | 11.82B |
| NORTHERN TRUST CORP | 30.68M | -543.80K | -1.74% | 10.04B |
| CAPITAL RESEARCH GLOBAL INVESTORS | 27.75M | 332.93K | +1.21% | 9.08B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 27.69M | 198.76K | +0.72% | 9.06B |
| FMR LLC | 26.30M | -5.14M | -16.34% | 8.61B |
| GOLDMAN SACHS GROUP INC | 25.30M | 1.85M | +7.90% | 8.28B |
| WELLS FARGO & COMPANY/MN | 23.35M | 349.43K | +1.52% | 7.64B |
| ROYAL BANK OF CANADA | 22.76M | -1.13M | -4.72% | 7.45B |
| BANK OF NEW YORK MELLON CORP | 21.64M | 540.36K | +2.56% | 7.08B |
| DIMENSIONAL FUND ADVISORS LP | 19.42M | 449.23K | +2.37% | 6.36B |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 19.19M | 19.19M | New | 6.28B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19.19M | 86.15K | +0.45% | 6.28B |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 18.83M | 134.63K | +0.72% | 6.16B |
| UBS GROUP AG | 18.81M | -303.98K | -1.59% | 6.16B |
| LEGAL & GENERAL GROUP PLC | 17.90M | -951.73K | -5.05% | 5.86B |
| FISHER ASSET MANAGEMENT, LLC | 17.43M | 407.35K | +2.39% | 5.70B |
| AMERIPRISE FINANCIAL INC | 17.32M | 220.03K | +1.29% | 5.68B |
| FRANKLIN TEMPLETON INC | 15.01M | -20.40K | -0.14% | 4.91B |
Insights
- Revenue by product
- Revenue by region
| Period | Value |
|---|---|
| FY2013 | Asset Management Segment: 11320000000.0, Commercial Banking: 6973000000.0, Consumer & Community Banking: 2191000000.0, Corporate & Investment Bank: 34225000000.0, Corporate Private Equity: 1254000000.0, Segment Reconciling Items: -3192000000.0 |
| FY2014 | Asset Management Segment: 12028000000.0, Commercial Banking: 6882000000.0, Consumer & Community Banking: 2370000000.0, Corporate & Investment Bank: 34633000000.0, Corporate Segment: 12000000.0 |
| FY2015 | Asset & Wealth Management: 12119000000.0, Commercial Banking: 6885000000.0, Consumer & Community Banking: 43820000000.0, Corporate & Investment Bank: 33542000000.0, Corporate Segment: 267000000.0 |
| FY2016 | Asset & Wealth Management: 12045000000.0, Commercial Banking: 7453000000.0, Consumer & Community Banking: 44915000000.0, Corporate & Investment Bank: 35216000000.0, Corporate Segment: -487000000.0, Reconciling Items: -3474000000.0 |
| FY2017 | Asset & Wealth Management: 12918000000.0, Commercial Banking: 8605000000.0, Consumer & Community Banking: 46485000000.0, Corporate & Investment Bank: 34493000000.0, Corporate Segment: 1140000000.0, Reconciling Items: -4017000000.0 |
| FY2018 | Asset & Wealth Management: 14076000000.0, Commercial Banking: 9059000000.0, Consumer & Community Banking: 52079000000.0, Corporate & Investment Bank: 36448000000.0, Corporate Segment: -128000000.0, Reconciling Items: -2505000000.0 |
| FY2019 | Asset & Wealth Management: 14316000000.0, Commercial Banking: 8984000000.0, Consumer & Community Banking: 55883000000.0, Corporate & Investment Bank: 38298000000.0, Corporate Segment: 1211000000.0, Reconciling Items: -3065000000.0 |
| FY2020 | Asset & Wealth Management: 14240000000.0, Commercial Banking: 9313000000.0, Consumer & Community Banking: 51268000000.0, Corporate & Investment Bank: 49284000000.0, Corporate Segment: -1176000000.0, Reconciling Items: -3386000000.0 |
| FY2021 | Asset & Wealth Management: 16957000000.0, Commercial Banking: 10008000000.0, Consumer & Community Banking: 50073000000.0, Corporate & Investment Bank: 51749000000.0, Corporate Segment: -3483000000.0, Reconciling Items: -3655000000.0 |
| FY2022 | Asset & Wealth Management: 17748000000.0, Commercial Banking: 11533000000.0, Consumer & Community Banking: 55017000000.0, Corporate & Investment Bank: 47899000000.0, Corporate Segment: 80000000.0, Reconciling Items: -3582000000.0 |
| FY2023 | Asset & Wealth Management: 19827000000.0, Commercial Banking: 15546000000.0, Consumer & Community Banking: 70148000000.0, Corporate & Investment Bank: 48807000000.0, Corporate Segment: 8038000000.0, Reconciling Items: -4262000000.0 |
| FY2024 | Asset and Wealth Management Segment: 21578000000.0, Commercial And Investment Bank: 70114000000.0, Consumer & Community Banking: 71507000000.0, Segment Reconciling Items: -3037000000.0, Segment Reporting, Reconciling Item, Corporate Nonsegment: 17394000000.0 |
| FY2025 | Asset and Wealth Management Segment: 24073000000.0, Commercial And Investment Bank: 78454000000.0, Consumer & Community Banking: 76029000000.0, Segment Reconciling Items: -3134000000.0, Segment Reporting, Reconciling Item, Corporate Nonsegment: 7025000000.0 |
| Period | Value |
|---|---|
| FY2013 | Asia-Pacific: 6168000000.0, Europe/Middle East/Africa: 15585000000.0, Latin America/Caribbean: 2251000000.0, North America: 72602000000.0 |
| FY2014 | Asia-Pacific: 6083000000.0, Europe/Middle East/Africa: 16013000000.0, Latin America/Caribbean: 2047000000.0, North America: 70062000000.0 |
| FY2015 | Asia-Pacific: 6151000000.0, Europe/Middle East/Africa: 14206000000.0, Latin America/Caribbean: 1923000000.0, North America: 71263000000.0 |
| FY2016 | Asia-Pacific: 6112000000.0, Europe/Middle East/Africa: 13842000000.0, Latin America/Caribbean: 1959000000.0, North America: 73755000000.0 |
| FY2017 | Asia-Pacific: 5805000000.0, Europe/Middle East/Africa: 14426000000.0, Latin America/Caribbean: 1994000000.0, North America: 77399000000.0 |
| FY2018 | Asia-Pacific: 7119000000.0, Europe/Middle East/Africa: 16181000000.0, Latin America/Caribbean: 2435000000.0, North America: 83294000000.0 |
| FY2019 | Asia-Pacific: 7270000000.0, Europe/Middle East/Africa: 15902000000.0, Latin America/Caribbean: 2411000000.0, North America: 90044000000.0 |
| FY2020 | Asia-Pacific: 9289000000.0, Europe/Middle East/Africa: 16566000000.0, Latin America/Caribbean: 2740000000.0, North America: 90948000000.0 |
| FY2021 | Asia-Pacific: 9654000000.0, Europe/Middle East/Africa: 16561000000.0, Latin America/Caribbean: 2756000000.0, North America: 92678000000.0 |
| FY2022 | Asia-Pacific: 10025000000.0, Europe/Middle East/Africa: 18765000000.0, Latin America/Caribbean: 3178000000.0, North America: 96727000000.0 |
| FY2023 | Asia-Pacific: 10605000000.0, Europe/Middle East/Africa: 20974000000.0, Latin America/Caribbean: 3294000000.0, North America: 123231000000.0 |
| FY2024 | Asia-Pacific: 11995000000.0, Europe/Middle East/Africa: 22353000000.0, Latin America/Caribbean: 3885000000.0, North America: 139323000000.0 |
| FY2025 | Asia Pacific: 14065000000.0, EMEA: 24478000000.0, Latin America: 4215000000.0, North America: 139689000000.0 |
Insights · Dividends · Forecast · Financials · Learn