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JPMorgan Chase & Co.

JPMleader

JPMorgan Chase is the largest U.S. bank by assets and the most profitable bank in the world. Under CEO Jamie Dimon's leadership, it has become a fortress balance sheet institution that dominates retail banking, investment banking, trading, and asset management simultaneously.

공유:
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제품 및 매출

제품별 매출 비중

매출 구성 ($177.6B)

정적 데이터 (실시간 재무 로딩 중…)

Consumer & Community Banking (40%)
Corporate & Investment Bank (35%)
Asset & Wealth Management (18%)
Commercial Banking (7%)

부문별 구성 및 주요 고객사

제품 상세 설명

Consumer & Community Banking40%

Retail banking, credit cards (Chase Sapphire), auto lending, and mortgages

Corporate & Investment Bank35%

M&A advisory, equity/debt underwriting, trading, and custody services

Asset & Wealth Management18%

Private banking, institutional investing, and J.P. Morgan Wealth Management

공급망 관계

경쟁사

The Goldman Sachs Group, Inc.

Investment banking and trading

영향: Primary IB competitor

Morgan Stanley

Wealth management and IB

영향: Major IB/wealth rival

파트너

Visa Inc.

Visa payment network for Chase cards

영향: Critical payments partner

BlackRock, Inc.

BlackRock asset management distribution

영향: Major fund distribution partner

매크로 & 시장 현황

금융섹터 뉴스

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

다음 주요 이벤트

◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정

기관 시그널

기관행동가치분기공시일
BlackRockaccumulating$1.2B2024.062024-08-13↑
BlackRockaccumulating$483M2024.062024-08-13↑
BlackRockaccumulating$512M2024.062024-08-13↑
BlackRockreducing$28M2024.062024-08-13↓
BlackRockreducing$83M2024.062024-08-13↓
BlackRockaccumulating$933M2024.062024-08-13↑
BlackRockaccumulating$759M2024.062024-08-13↑
BlackRockaccumulating$14.4B2024.062024-08-13↑
BlackRockaccumulating$12.6B2024.062024-08-13↑
BlackRockaccumulating$1.1B2024.062024-08-13↑
BlackRockaccumulating$1.4B2024.062024-08-13↑
BlackRockaccumulating$634M2024.062024-08-13↑
BlackRockaccumulating$1.0B2024.062024-08-13↑
BlackRockreducing$585K2024.062024-08-13↓
BlackRockaccumulating$3.6B2024.062024-08-13↑
BlackRockreducing$134M2024.062024-08-13↓
BlackRockreducing$66M2024.062024-08-13↓
BlackRockaccumulating$210M2024.062024-08-13↑
BlackRockreducing$128M2024.062024-08-13↓
BlackRockreducing$28M2024.062024-08-13↓
BlackRockreducing$794K2024.062024-08-13↓
BlackRockaccumulating$970M2024.062024-08-13↑
Vanguard Groupreducing$10K2025.122026-01-29↓
Vanguard Groupaccumulating$1.9B2025.122026-01-29↑
Vanguard Groupaccumulating$4.6B2025.122026-01-29↑
Vanguard Groupaccumulating$420M2025.122026-01-29↑
Vanguard Groupaccumulating$1.6B2025.122026-01-29↑
Vanguard Groupaccumulating$77.0B2025.122026-01-29↑
Vanguard Groupreducing$5M2025.122026-01-29↓
State Streetaccumulating$40.4B2025.122026-02-13↑
Wellington Managementaccumulating$3.2B2025.122026-02-17↑
Wellington Managementreducing$15M2025.122026-02-17↓
Wellington Managementreducing$18M2025.122026-02-17↓
Wellington Managementreducing$8M2025.122026-02-17↓
Wellington Managementreducing$803K2025.122026-02-17↓
Wellington Managementaccumulating$49M2025.122026-02-17↑
Wellington Managementreducing$36M2025.122026-02-17↓
Viking Global Investorsreducing$614M2025.122026-02-17↓
FMR (Fidelity)accumulating$6.8B2025.122026-02-17↑
FMR (Fidelity)accumulating$1.4B2025.122026-02-17↑
FMR (Fidelity)accumulating$2.5B2025.122026-02-17↑
FMR (Fidelity)accumulating$55M2025.122026-02-17↑
FMR (Fidelity)accumulating$749M2025.122026-02-17↑
FMR (Fidelity)accumulating$38M2025.122026-02-17↑

최신 뉴스

뉴스 로딩 중...

AI 분석

JPMorgan Chase & Co.의 AI 공급망 분석을 받으려면 "AI 분석 받기"를 클릭하세요.

연관 매크로 테마

모든 테마 보기

Regulatory Capture

How powerful entities design legislation to entrench their advantage — turning regulators into protectors of incumbents.

Revolving doorRegulatory moatLobbying spend

Cantillon Effect & QE

New money benefits those closest to the source first. QE inflates assets held by the wealthy before wages catch up — a structural wealth transfer.

Quantitative easingAsset inflationWealth concentration

The Revolving Door

Former regulators become industry lobbyists. Former executives become policy makers. This structural relationship creates regulatory environments that systematically favor incumbents.

Regulatory captureSEC revolving doorToo big to fail

Crisis as Wealth Transfer Mechanism

Financial crises, pandemics, and wars are not just disasters — they are the moments when capital concentrates most rapidly. Those with access to cheap credit during the lows acquire assets that compound for decades.

Distressed assetsHelicopter moneyAsset seizure at the lows

기업 정보

본사

New York, New York, USA

설립

1799

직원 수

309,000+

웹사이트

jpmorganchase.com

섹터 현황 — 금융

섹터 뉴스

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

핵심 테마

  • •금리 인하 → 모기지·기업대출 수요 회복 기대
  • •M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
  • •핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜

다음 주요 이벤트

  • ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
  • ◆Fed FOMC 회의 (2026.05, 06)