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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.

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Ürünler ve Gelir

Ürün Gelir Payı

Gelir Dağılımı ($177.6B)

Statik veri (canlı finansal yükleniyor…)

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

Segment yapısı ve temel müşteriler

Ürün ayrıntıları

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

Tedarik Zinciri İlişkileri

Rakipler

The Goldman Sachs Group, Inc.

Investment banking and trading

Etki: Primary IB competitor

Morgan Stanley

Wealth management and IB

Etki: Major IB/wealth rival

Ortaklar

Visa Inc.

Visa payment network for Chase cards

Etki: Critical payments partner

BlackRock, Inc.

BlackRock asset management distribution

Etki: Major fund distribution partner

Makro ve piyasa bağlamı

금융Sektör haberleri

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)

Yaklaşan katalizörler

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

Kurumsal Sinyaller

KurumEylemDeğerÇeyrekDosyalama tarihi
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↑

Son haberler

Haberler yükleniyor...

AI Analizi

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İlgili Makro Temalar

Tüm Temaları Gör

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

Şirket Bilgisi

Merkez

New York, New York, USA

Kuruluş

1799

Çalışanlar

309,000+

Sektör genel bakışı — 금융

Sektör haberleri

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)

Temel temalar

  • •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

Yaklaşan katalizörler

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