JPMORGAN CHASE

Verzögert Nyse - 22:00 17.08.2017
90.65	USD		-1.56%

18:39	Die größten US-Banken erholen sich, nachdem sie den jährlichen "Stresstest" der Fed bestanden haben	MT
17:54	JPMorgan Chase übernimmt Reisekosten für Mitarbeiter in Staaten, die Abtreibung zulassen	MT
16:01	JPMORGAN CHASE & CO. : Morgan Stanley bleibt ein Verkaufen-Rating	MM

Unternehmen

Kurzporträt

JPMorgan Chase & Co. ist eine der größten Bankengruppen der Welt. Die Erträge (einschließlich konzerninterner Erträge) verteilen sich wie folgt auf die einzelnen Geschäftsbereiche:
- Retail Banking (47,1%): Verkauf von Standard- und Spezialfinanzdienstleistungen (Immobilienkredite, Autokredite, Versicherungen usw.) über ein Netz von mehr als 4.976 Bankagenturen. Die Gruppe entwickelt auch den Verkauf von Kreditkarten;
- Investment und Market Banking (32,3%): Beratung bei Fusionen, Übernahmen und Umstrukturierungen, Kapitalerhöhungen, Investitionskapital, aktiv auf den Aktien-, Anleihe- und abgeleiteten Produktmärkten, Börsenmaklergeschäft usw.;
- Vermögensverwaltung (12,1%): Verwaltete Vermögenswerte in Höhe von 2.364 Mrd. USD Ende 2019;
- Commercial Banking (7,6%);
- Sonstige (0,9%).
Ende 2019 verwaltete die Gruppe 1.562,4 Mrd. USD an laufenden Einlagen und 959,8 Mrd. USD an laufenden Krediten.
Die Erträge teilen sich geografisch wie folgt auf: Vereinigte Staaten (77,9%), Europa/Naher Osten/Afrika (13,8%), Asien/Pazifik (6,3%), Lateinamerika und die Karibischen Inseln (2%).

Manager

Name	Titel	Alter	Seit
Jamie Dimon	Director	66	2004
Daniel Pinto	President & Chief Operating Officer	59	2022
Jeremy Barnum	Chief Financial Officer & Executive VP	48	2021
Lori Beer	Global Chief Information Officer	53	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	-	-
Douglas B. Petno	Head-Natural Resources Investment Banking	55	1989

Aufsichtsräte

Name	Titel	Alter	Seit
Jamie Dimon	Director	66	2004
James Crown	Independent Director	67	2004
Stephen Burke	Lead Independent Director	62	2021
Timothy Patrick Flynn	Independent Director	64	2012
Linda B. Bammann	Independent Director	65	2013
Michael Neal	Independent Director	68	2014
Todd Anthony Combs	Independent Director	50	2016
Mellody Hobson	Independent Director	52	2018
Virginia Rometty	Independent Director	63	2020
Phebe Novakovic	Independent Director	63	2020

Aktien

	Vote	Menge	Streubesitz		Konzerneigene Aktien		Total Float
Aktie A	1	4 104 933 895	2 909 675 398	70.9%	1 167 883 429	28.5%	70.8%
Aktie B	0	3 283 750	0	0.0%	0	0.0%

Aktionäre

Name	Aktien	%
The Vanguard Group, Inc.	254 946 893	8,68%
SSgA Funds Management, Inc.	140 760 796	4,79%
Capital Research & Management Co.	74 443 901	2,53%
BlackRock Fund Advisors	63 293 164	2,15%
Geode Capital Management LLC	48 488 366	1,65%
Capital Research & Management Co. (World Investors)	45 163 645	1,54%
Wellington Management Co. LLP	43 145 696	1,47%
Capital Research & Management Co. (Global Investors)	36 611 171	1,25%
Northern Trust Investments, Inc.(Investment Management)	35 922 627	1,22%
Massachusetts Financial Services Co.	33 370 953	1,14%

Name	Aktien	%
Fidelity Management & Research Co. LLC	23 850 329	-
PGIM, Inc.	13 635 000	-
Securian Asset Management, Inc.	7 000 000	-
Thrivent Investment Management, Inc.	2 403 000	-
BlackRock Advisors LLC	30 000	-
Allspring Global Investments LLC	3 975 000	-
Fidelity Investments Canada ULC	39 267	-
PGIM Quantitative Solutions LLC	1 300 000	-
Stonebridge Advisors LLC	68 969 000	-
AllianceBernstein LP	8 615 000	-

Name	Aktien	%
UBS Asset Management (Americas) Inc.	3 545 000	-
Fidelity Management & Research Co. LLC	164 862 217	-
PGIM, Inc.	8 077 000	-
Wellington Management Co. LLP	50 000	-
Glenmede Investment Management LP	500	-
Cohen & Steers Capital Management, Inc.	33 399 000	-
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	-

Name	Aktien	%
Caixa DTVM SA	587 694	0,0020%
Itaú Unibanco SA	450 296	0,0015%
Safra Asset Management Ltda.	320 800	0,0011%
Bram Bradesco Asset Management S/A DTVM	151 380	0,0005%
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.	3 435	0,0000%
Focus Assessoria em Investimentos Ltda.	2 900	0,0000%
Credit Suisse Hedging-Griffo Wealth Management SA	1 700	0,0000%
More Invest Gestora de Recursos Ltda.	625	0,0000%

Name	Aktien	%
Franklin Advisers, Inc.	110 000 000	4,40%
Fidelity Management & Research Co. LLC	93 108 253	3,72%
PGIM, Inc.	52 100 000	2,08%
Stonebridge Advisors LLC	39 837 000	1,59%
BlackRock Financial Management, Inc.	21 575 000	0,86%
Pacific Investment Management Co. LLC	21 575 000	0,86%
Invesco Capital Management LLC	21 182 000	0,85%
Manulife Investment Management (US) LLC	15 112 000	0,60%
Invesco Advisers, Inc.	13 970 000	0,56%
Cohen & Steers Capital Management, Inc.	12 507 000	0,50%

Name	Aktien	%
UBS Asset Management (Americas) Inc.	1 050 000	-
Fidelity Management & Research Co. LLC	16 321 000	-
Federated MDTA LLC	10 000	-
Lord, Abbett & Co. LLC	13 840 000	-
PGIM, Inc.	9 255 000	-
HSBC Global Asset Management (USA), Inc.	1 925 000	-
Wellington Management Co. LLP	205 000	-
Dodge & Cox	73 080 000	-
Cohen & Steers Capital Management, Inc.	171 301 000	-
Eaton Vance Management	13 953 000	-

Name	Aktien	%
BlackRock Fund Advisors	4 434 187	7,78%
Invesco Capital Management LLC	3 472 226	6,09%
Cohen & Steers Capital Management, Inc.	1 174 748	2,06%
Global X Management Co. LLC	655 063	1,15%
SSgA Funds Management, Inc.	454 459	0,80%
Crossmark Global Investments, Inc.	248 289	0,44%
Invesco Advisers, Inc.	155 695	0,27%
First Trust Advisors LP	141 078	0,25%
Sonora Investment Management LLC	126 748	0,22%
Bramshill Investments LLC	106 539	0,19%

Name	Aktien	%
BlackRock Fund Advisors	3 578 393	7,78%
Invesco Capital Management LLC	2 884 204	6,27%
Cohen & Steers Capital Management, Inc.	655 616	1,43%
Global X Management Co. LLC	527 304	1,15%
SSgA Funds Management, Inc.	366 757	0,80%
Everett Harris & Co.	205 000	0,45%
First Trust Advisors LP	142 402	0,31%
Invesco Advisers, Inc.	124 341	0,27%
Fidelity Management & Research Co. LLC	50 000	0,11%
Shapiro Capital Management LLC	40 075	0,087%

Name	Aktien	%
Fidelity Management & Research Co. LLC	0	-
PGIM, Inc.	0	-
HSBC Global Asset Management (USA), Inc.	0	-
Wellington Management Co. LLP	0	-
Glenmede Investment Management LP	0	-
PPM America, Inc.	0	-
Cohen & Steers Capital Management, Inc.	0	-
Artisan Partners LP	0	-
Newfleet Asset Management LLC	0	-
LSV Asset Management	0	-

Name	Aktien	%
BlackRock Fund Advisors	5 322 764	7,84%
Invesco Capital Management LLC	4 505 880	6,64%
Global X Management Co. LLC	1 177 349	1,74%
Cohen & Steers Capital Management, Inc.	752 854	1,11%
SSgA Funds Management, Inc.	427 948	0,63%
Fidelity Management & Research Co. LLC	290 000	0,43%
Spectrum Asset Management, Inc.	234 774	0,35%
Stonebridge Advisors LLC	218 464	0,32%
Vident Investment Advisory LLC	139 681	0,21%
First Trust Advisors LP	127 895	0,19%

Name	Aktien	%
BlackRock Fund Advisors	5 805 302	7,85%
Invesco Capital Management LLC	4 355 561	5,89%
Global X Management Co. LLC	1 277 823	1,73%
Cohen & Steers Capital Management, Inc.	671 101	0,91%
SSgA Funds Management, Inc.	466 732	0,63%
Deka Investment GmbH	410 000	0,55%
Crossmark Global Investments, Inc.	269 240	0,36%
Sonora Investment Management LLC	268 115	0,36%
Fidelity Management & Research Co. LLC	181 000	0,24%
Vident Investment Advisory LLC	152 336	0,21%

Name	Aktien	%
BlackRock Fund Advisors	4 706 898	7,84%
Invesco Capital Management LLC	4 397 353	7,33%
Global X Management Co. LLC	854 220	1,42%
Bramshill Investments LLC	536 272	0,89%
Teachers Advisors LLC	450 000	0,75%
Fidelity Management & Research Co. LLC	422 900	0,70%
SSgA Funds Management, Inc.	378 439	0,63%
Eaton Vance Management	280 000	0,47%
TIAA-CREF Investment Management LLC	208 000	0,35%
Schroder Investment Management North America, Inc.	114 150	0,19%

Name	Aktien	%
BlackRock Fund Advisors	5 805 306	7,85%
Invesco Capital Management LLC	5 356 780	7,24%
Pacific Investment Management Co. LLC	1 379 000	1,86%
Guggenheim Partners Investment Management LLC	1 204 000	1,63%
Global X Management Co. LLC	1 064 127	1,44%
Stonebridge Advisors LLC	652 077	0,88%
SSgA Funds Management, Inc.	466 732	0,63%
Cohen & Steers Capital Management, Inc.	310 738	0,42%
Fidelity Management & Research Co. LLC	291 000	0,39%
Eaton Vance Management	200 000	0,27%

Name	Aktien	%
BlackRock Fund Advisors	6 275 949	7,84%
Invesco Capital Management LLC	5 709 505	7,14%
Global X Management Co. LLC	1 150 868	1,44%
Stonebridge Advisors LLC	975 502	1,22%
Cohen & Steers Capital Management, Inc.	972 801	1,22%
SSgA Funds Management, Inc.	504 572	0,63%
Pacific Investment Management Co. LLC	325 000	0,41%
Flaherty & Crumrine, Inc.	296 800	0,37%
Franklin Templeton SinoAm Securities Investment Mgmt, Inc	274 716	0,34%
Fidelity Management & Research Co. LLC	241 175	0,30%

Unternehmensbesitz

Name	Aktien	%	Wert
JCET GROUP CO., LTD. (600584)	7 137 809	0,40%	25 948 862 USD
FOCALTECH SYSTEMS CO., LTD. (3545)	2 768 303	1,28%	10 968 293 USD
LANNETT COMPANY, INC. (LCI)	109 037	0,25%	56 699 USD
MFS MUNICIPAL INCOME TRUST VRP	1 138	25,0%	6 646 USD
MFS HIGH INCOME MUNICIPAL TRUST	975	25,0%	4 134 USD
IMH FINANCIAL CORP PFCV SER B2	5 595 148	100,0%	56 USD
IMH FINANCIAL CORP PFCV SER B3	2 352 941	100,0%	24 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

Unternehmenskontakt

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

Phone : +1.212.270.6000
Fax : +1.212.270.1648
Web : http://www.jpmorganchase.com

Branche

Finanzwirtschaft
	Banken
		Banken
			Banken
				Banken - Andere

Branche Banken - Andere

		01.01.	Wert (M$)
	JPMORGAN CHASE	5.05%	338 289


JPMORGAN CHASE & CO.	-27.26%	338 289
BANK OF AMERICA CORPORATION	-27.89%	262 654
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED	2.95%	242 035
CHINA CONSTRUCTION BANK CORPORATION	3.52%	179 867
CHINA MERCHANTS BANK CO., LTD.	-17.47%	152 592
WELLS FARGO & COMPANY	-19.55%	146 308
ROYAL BANK OF CANADA	-8.12%	135 426
BANK OF CHINA LIMITED	9.96%	135 154
HSBC HOLDINGS PLC	17.37%	129 694
THE TORONTO-DOMINION BANK	-13.37%	120 821
COMMONWEALTH BANK OF AUSTRALIA	-11.14%	105 495
HDFC BANK LIMITED	-9.75%	94 849
CITIGROUP INC.	-23.25%	91 659
THE BANK OF NOVA SCOTIA	-15.57%	71 817
MITSUBISHI UFJ FINANCIAL GROUP, INC	20.10%	70 143
US BANCORP	-17.22%	69 087
BANK OF MONTREAL	-10.47%	64 870
PNC FINANCIAL SERVICES GROUP, INC.	-22.30%	64 771
BNP PARIBAS	-23.09%	63 613
TRUIST FINANCIAL CORPORATION	-19.97%	62 883

Branche Banken - Andere

Verbindungen : JPMorgan Chase