JPMorgan Chase Sales Intelligence Report

JPMorgan Chase Org Chart: Corporate Structure, Board of Directors and Executive Leadership (2026)

As of August 6, 2026, JPMorgan Chase (JPMorgan Chase & Co., NYSE: JPM) is led by Jamie Dimon, Chairman of the Board and Chief Executive Officer, with Jeremy Barnum as Chief Financial Officer and Stephen B. Burke as Lead Independent Director. On June 25, 2026 the firm named Doug Petno and Troy Rohrbaugh Co-Presidents: Petno is now sole CEO of the Commercial & Investment Bank and Rohrbaugh is CEO of Consumer & Community Banking, while Mary Callahan Erdoes runs Asset & Wealth Management, the third reportable segment.

Sources: 2025 Form 10-K (filed February 13, 2026), 2026 proxy statement (April 6, 2026), Form 10-Q for the quarter ended June 30, 2026 (filed August 6, 2026), Q2 2026 earnings call (July 14, 2026), Form 8-K on the 2026 annual meeting (May 21, 2026) and the JPMorgan Chase leadership page.

JPMorgan Chase key facts

Legal name JPMorgan Chase & Co. (10-K FY2025, cover)
State of incorporation Delaware, incorporated in 1968; a bank holding company and financial holding company (10-K FY2025, Item 1)
Headquarters 270 Park Avenue, New York, New York 10017, a 60-story building owned by the firm (10-K FY2025, Item 2)
Ticker and exchange JPM, New York Stock Exchange (10-K FY2025, cover)
Fiscal 2025 revenue $182.4 billion total net revenue ($185.6 billion managed basis); net income $57.0 billion (10-K FY2025, MD&A)
Q2 2026 revenue $57.3 billion total net revenue, up 28%; net income $21.2 billion, including a $4.6 billion net gain on Visa shares (10-Q Q2 2026)
Total assets $5.0 trillion as of June 30, 2026 (10-Q Q2 2026)
Employees 320,560 as of June 30, 2026; 318,512 in 66 countries at December 31, 2025, 58% of them in the U.S. (10-Q Q2 2026; 10-K FY2025, Item 1)
Locations 5,135 Chase branches as of June 30, 2026, in 48 states and Washington, D.C.; 74.2 million square feet of owned or leased space worldwide at December 31, 2025 (10-Q Q2 2026, CCB; 10-K FY2025, Item 2)
Reportable segments Consumer & Community Banking (CCB), Commercial & Investment Bank (CIB), Asset & Wealth Management (AWM); remaining activities in Corporate (10-K FY2025, Item 1)
Independent auditor PricewaterhouseCoopers LLP, appointed for fiscal 2026 (2026 Proxy, Proposal 3)

JPMorgan Chase corporate structure

JPMorgan Chase & Co. Delaware financial holding company, NYSE: JPM
Consumer & Community Banking Q2 2026 revenue $20.3B
Banking & Wealth Management Includes J.P. Morgan Wealth Management
Home Lending
Card Services & Auto Apple Card portfolio purchase pending
Commercial & Investment Bank Q2 2026 revenue $24.9B
Banking & Payments Global Corporate Banking & Global Investment Banking; Commercial Banking; Payments
Markets & Securities Services Fixed Income Markets; Equity Markets; Securities Services
Asset & Wealth Management Q2 2026 revenue $6.9B; AUM $5.1T
Asset Management
Global Private Bank
Corporate Q2 2026 revenue $6.0B
Treasury and CIO
Other Corporate Strategic Investment Group (Security and Resiliency Initiative); Chase U.K.; Chase Europe (Germany, launched May 2026); J.P. Morgan Personal Investing; stake in C6 Bank

Principal operating subsidiaries

JPMorgan Chase Bank, N.A. Principal bank subsidiary
J.P. Morgan Securities LLC Principal non-bank subsidiary, U.S. broker-dealer
J.P. Morgan Securities plc U.K.; subsidiary of JPMorgan Chase Bank, N.A.
J.P. Morgan SE Germany; subsidiary of JPMorgan Chase Bank, N.A.

Source: Form 10-K for fiscal year ended December 31, 2025 (filed February 13, 2026), Item 1; Form 10-Q for the quarter ended June 30, 2026 (filed August 6, 2026), segment results. Segment revenue is total net revenue on a managed basis for the three months ended June 30, 2026.

JPMorgan Chase board of directors

Jamie Dimon Chairman of the Board and Chief Executive Officer; director since 2004
Stephen B. Burke Lead Independent Director; retired Chairman and CEO, NBCUniversal; director since 2004 Compensation & Management Development chair Corporate Governance & Nominating
Linda B. Bammann Retired Deputy Head of Risk Management, JPMorgan Chase & Co.; director since 2013 Risk chair Compensation & Management Development
Mark A. Weinberger Retired Global Chairman and CEO, Ernst & Young LLP; director since 2024 Audit chair
Virginia M. Rometty Retired Executive Chairman, President and CEO, IBM; director since 2020 Corporate Governance & Nominating chair Compensation & Management Development
Mellody Hobson Co-CEO and President, Ariel Investments, LLC; director since 2018 Public Responsibility chair Risk
Michele G. Buck Retired Chairman, President and CEO, The Hershey Company; director since 2025 Audit Corporate Governance & Nominating
Alicia Boler Davis President of Ford Pro, Ford Motor Company; director since 2023 Public Responsibility Risk
Alex Gorsky Retired Chairman and CEO, Johnson & Johnson; director since 2022 Audit Corporate Governance & Nominating
Phebe N. Novakovic Chairman and CEO, General Dynamics Corporation; director since 2020 Audit Public Responsibility
Brad D. Smith President of Marshall University; retired Executive Chairman, President and CEO, Intuit Inc.; director since 2025 Public Responsibility Risk

Source: 2026 proxy statement (filed April 6, 2026) for directors and principal standing committee memberships; Form 8-K filed May 21, 2026 reporting that all 11 nominees were elected at the May 19, 2026 annual meeting, each with at least 92.37% of votes cast. All 11 also appear on the JPMorgan Chase leadership page.

JPMorgan Chase executive leadership (Operating Committee)

Jamie Dimon Chairman of the Board since December 2006 and Chief Executive Officer since December 2005
Doug Petno Co-President of JPMorgan Chase and CEO of Commercial & Investment Bank Co-President since June 25, 2026
Troy Rohrbaugh Co-President of JPMorgan Chase and CEO of Consumer & Community Banking Co-President since June 25, 2026
Jennifer Piepszak Chief Operating Officer since January 2025
Mary Callahan Erdoes CEO, Asset & Wealth Management since September 2009
Jeremy Barnum Chief Financial Officer since May 2021
Ashley Bacon Chief Risk Officer since June 2013
Lori Beer Global Chief Information Officer; CIO since September 2017
Teresa Heitsenrether Chief Data & Analytics Officer
Stacey Friedman General Counsel since January 2016
Robin Leopold Head of Human Resources since January 2018
Tim Berry Global Head of Corporate Responsibility and Chairman of the Mid-Atlantic Region

Source: Form 10-K for fiscal year ended December 31, 2025 (filed February 13, 2026), Item 10 executive officers; Form 10-Q for the quarter ended June 30, 2026 (filed August 6, 2026), Recent events; JPMorgan Chase leadership page (jpmorganchase.com/about/leadership) for Operating Committee membership and current titles of Lori Beer, Teresa Heitsenrether and Tim Berry. Reporting lines not disclosed in the filing; rows group executives by title only.

Seller intelligence on JPMorgan Chase

Strategic priorities

In October 2025 JPMorgan Chase announced the Security and Resiliency Initiative, a $1.5 trillion, 10-year financing and investment plan aimed at industries it calls critical to U.S. national economic security and resiliency: supply chain and manufacturing, defense and aerospace, energy independence and resilience, strategic and frontier technologies, and pharma and healthtech (2026 Proxy). On the July 2026 call Dimon said the goal is to deploy capital at a 17% return, mostly through organic growth in branches, bankers and technology, and Barnum said the aspiration of a 15% retail deposit market share is unchanged. A proposal that maps to one of those five SRI industries, or to branch and banker expansion, lines up with money the firm has already committed.

The full Databahn report ties each priority to the business line and executive accountable for it.

What JPMorgan Chase's executives are paid to deliver

The board's Compensation & Management Development Committee weights Operating Committee pay about 50% on business results (managed revenue, pre-tax income excluding loan loss reserves, net income and ROTCE) and about 50% on client, risk and controls, and teamwork measures, where "focus on safety & security, including cyber" is listed by name. Performance share units pay out between 0% and 150% based on average ROTCE, and Dimon's 2025 award of $43 million was about 88% at-risk PSUs (2026 Proxy, CD&A). If your pitch moves ROTCE or a named control metric, you are speaking in the same terms the board uses to set pay.

The full Databahn report maps each metric to the executive who owns it and the questions that open that conversation.

Spending and capital plans

Technology, communications and equipment expense was $11.0 billion in 2025, up from $9.8 billion in 2024, and reached $6.1 billion in the first half of 2026, up 16% (10-K FY2025; 10-Q Q2 2026). Marketing spend rose 27% in the same half year. Management raised its 2026 adjusted expense outlook from about $105 billion in January to about $107.5 billion in July. Rising line items are where new vendors usually find room.

The full Databahn report breaks spend down by line of business and shows where incremental budget is landing.

Acquisitions and integrations

On December 30, 2025 the firm entered a forward purchase commitment to acquire the Apple credit card portfolio, announced January 7, 2026, with closing expected about 24 months later; it recorded a $2.2 billion credit loss provision tied to the deal in 2025 (10-K FY2025). The Strategic Investment Group within the Security and Resiliency Initiative held equity investments carried at $3.7 billion as of June 30, 2026 (10-Q Q2 2026). Earlier deals include LayerOne Financial in CIB (2024) and the remaining 51% of China International Fund Management in AWM. A roughly 24-month path to closing gives Card Services a long integration window, and integration work tends to pull in outside data, servicing and risk tools.

The full Databahn report identifies who leads each integration and where outside help is most likely to be bought.

Technology and AI initiatives

Dimon told analysts the firm has almost 1,000 AI use cases, with about 50 that matter most across risk, fraud, marketing, hedging, prospecting, note-taking, idea generation and document reading. Barnum said AI token expense was trivial in the first half of 2026 but is forecast to accelerate meaningfully in the second half, and described a policy of using "the right model for the right purpose," including open source where appropriate (Q2 2026 call). The firm is also testing a smart cash tool for a narrow segment of deposit and investment clients, with Dimon promising "something this year." Vendors selling AI tooling will meet a buyer that is cost-conscious about model spend.

The full Databahn report lists the named AI programs, the executives sponsoring them and the gaps a seller can fill.

Risk factors and pressure points

The 10-K groups material risks into legal and regulatory, political, market, credit, liquidity, capital, operational, strategic, conduct, reputation, country and people categories. Its AI risk factor names generative and agentic AI and warns of "replacement or disintermediation of direct customer relationships if AI agents autonomously manage or intermediate financial decisions." The firm also remains under a March 2024 OCC consent order on inventorying trading venues and confirming the completeness of data fed to trade surveillance platforms (10-K FY2025, Items 1 and 1A). Each theme has an owner inside the firm, which makes it a starting point for a first conversation.

The full Databahn report connects each risk theme to the team that manages it.

How vendors get approved

Suppliers go through the firm's Third-Party Oversight (TPO) framework, which covers selecting, documenting, onboarding, monitoring and managing supplier relationships, with a Corporate Third-Party Oversight group setting firmwide standards. The stated objectives are holding suppliers to an operational performance standard and cutting data loss and business disruption risk. Cyber Operations also monitors vulnerabilities among third-party suppliers (10-K FY2025, Operational Risk Management). That stated focus on data loss and disruption tells a seller which evidence to have ready before procurement asks.

The full Databahn report outlines the review stages a new vendor should plan for and who signs off.

Who owns security and data decisions

The Global Chief Information Security Officer reports to the Global Chief Information Officer, Lori Beer, and leads the Global Cybersecurity and Technology Controls organization. The Cybersecurity and Technology Controls Operating Committee (CTOC) is the principal management committee for cyber risk and escalates to the Global Technology Operating Committee (10-K FY2025). At board level, the full board oversees cybersecurity risk and AI matters, with the Audit and Risk Committees providing added oversight (2026 Proxy). Teresa Heitsenrether sits on the Operating Committee as Chief Data & Analytics Officer (leadership page).

The full Databahn report names the leaders below the Operating Committee who run these forums.

Leadership changes

  • June 25, 2026: Doug Petno and Troy Rohrbaugh, formerly Co-CEOs of the CIB, named Co-Presidents. Petno became sole CEO of the CIB and Rohrbaugh became CEO of CCB. Marianne Lake, the former CEO of CCB, is retiring after more than 25 years with the firm (10-Q Q2 2026).
  • January 2026: Todd A. Combs, who resigned from the board in December 2025, joined as head of the Strategic Investment Group within the Security and Resiliency Initiative (10-K FY2025; 2026 Proxy).
  • First quarter 2026: Risk functions previously aligned with the lines of business were centralized into Corporate (10-Q Q2 2026).
  • June 2025: Daniel Pinto ended his term as President and COO and is now Vice Chair through December 2026; Jennifer Piepszak has been COO since January 2025 (2026 Proxy; 10-K FY2025).

On CEO succession, Dimon told analysts the timetable is unchanged at "several years" and is up to the board. A new CCB chief and a newly centralized Risk function are two places where vendor relationships may come up for review.

The full Databahn report tracks the leaders now reporting into each new role.

Systems and business transformations

The Q2 2026 10-Q reports no change in internal control over financial reporting during the quarter that materially affected it (Item 4), so no finance system cutover is disclosed. The operational changes are elsewhere: Risk moved into Corporate in early 2026, Chase Europe launched in Germany in May 2026, and the firm opened its new 270 Park Avenue headquarters in 2025 (10-Q Q2 2026; 2026 Proxy). The 10-K also flags ongoing migration of customer-facing services to the cloud as a cybersecurity risk area.

The full Databahn report details which programs are funded and where they sit in their rollout.

Shareholder pressure

Four shareholder proposals appeared in the 2026 proxy: a report on how the security, resiliency and climate initiatives fit together; an independent board chairman; lobbying alignment; and a sustainability ROI report. The board recommended a vote against all four, and in response to the first it described the Security and Resiliency Initiative and its carbon intensity targets for eight financing sectors as complementary (2026 Proxy, Proposals 4 to 7). Shareholders rejected all four on May 19, 2026; the independent chair proposal drew the most support at 35.11%, lobbying alignment 13.20%, the sustainability ROI report 1.65% and the security and climate report 1.18% (Form 8-K, May 21, 2026). Offerings that serve both energy security and emissions goals fit the board's stated position.

The full Databahn report explains how these votes shape the priorities of the executives you will meet.

Locations by territory

At December 31, 2025 the firm owned or leased 5,083 branches in 48 states and Washington, D.C.; the count reached 5,135 by June 30, 2026. Employees at year-end 2025 were split North America 185,208, Asia-Pacific 96,499, Europe/Middle East/Africa 31,030 and Latin America/Caribbean 5,775. The largest sites by square footage are:

  • New York City: 9.1 million sq. ft. (2.0 million at 270 Park Avenue)
  • India: 6.6 million sq. ft.
  • Columbus/Westerville, Ohio: 3.3 million
  • Chicago, Illinois: 2.8 million
  • Dallas/Plano/Fort Worth, Texas: 2.5 million
  • Wilmington/Newark, Delaware: 2.1 million
  • Philippines: 1.7 million
  • Houston, Texas and Jersey City, New Jersey: 1.5 million each
  • 25 Bank Street, London: 1.4 million
  • Phoenix/Tempe, Arizona: 1.3 million

Sources: 10-K FY2025, Items 1 and 2; 10-Q Q2 2026. Territory teams can use these hubs to decide where in-person meetings are worth the trip.

The full Databahn report matches each hub to the business lines and leaders based there.

What management told analysts

On July 14, 2026 management raised full-year 2026 guidance to about $105.5 billion of net interest income (about $96.5 billion excluding Markets) and about $107.5 billion of adjusted expense, and lowered the expected Card Services net charge-off rate to about 3.2% (10-Q Q2 2026, Outlook). Asked whether conditions are as good as they get, Dimon answered: "It's getting close to as good as it gets. We just don't know how long it's going to last." On expenses, he said you "might actually see a slowdown in growth, maybe a slowdown in 2027 or 2028." Deals that show payback before a possible slowdown will get a better hearing.

The full Databahn report turns each commitment into a talking point matched to the right executive.

JPMorgan Chase FAQ

Who is the CEO of JPMorgan Chase?

Jamie Dimon is Chairman of the Board and Chief Executive Officer. He has been CEO since December 2005 and Chairman since December 2006.

Who is JPMorgan Chase's CFO?

Jeremy Barnum has been Chief Financial Officer since May 2021. He previously led Global Research and was CFO of the former Corporate & Investment Bank.

Who are JPMorgan Chase's co-presidents?

Doug Petno and Troy Rohrbaugh were named Co-Presidents on June 25, 2026. Petno is also CEO of the Commercial & Investment Bank, and Rohrbaugh is CEO of Consumer & Community Banking.

Who is on JPMorgan Chase's board of directors?

Shareholders elected 11 directors at the May 19, 2026 annual meeting: Jamie Dimon (Chairman), Stephen B. Burke (Lead Independent Director), Linda B. Bammann, Michele G. Buck, Alicia Boler Davis, Alex Gorsky, Mellody Hobson, Phebe N. Novakovic, Virginia M. Rometty, Brad D. Smith and Mark A. Weinberger. All are independent except Dimon.

How is JPMorgan Chase organized?

JPMorgan Chase has three reportable segments: Consumer & Community Banking, the Commercial & Investment Bank, and Asset & Wealth Management. Treasury and CIO and other firmwide activities sit in Corporate.

What companies does JPMorgan Chase own?

Its principal subsidiaries are JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, J.P. Morgan Securities plc in the U.K. and J.P. Morgan SE in Germany. It also runs Chase U.K., Chase Europe and J.P. Morgan Personal Investing, holds a stake in C6 Bank, and has committed to buy the Apple credit card portfolio.

Who oversees cybersecurity at JPMorgan Chase?

The Global Chief Information Security Officer runs the Information Security Program and reports to Global Chief Information Officer Lori Beer. The full board oversees cybersecurity risk, supported by the Audit and Risk Committees.

How many employees and branches does JPMorgan Chase have?

JPMorgan Chase had 320,560 employees and 5,135 branches as of June 30, 2026, according to its Q2 2026 Form 10-Q.

What's in the full Databahn report on JPMorgan Chase

  • How to position your offer against the incumbent vendor in your category
  • Who to call first, and who to bring in next, across the CIB, CCB, AWM and Corporate
  • Discovery questions tied to each executive's stated priorities and pay metrics
  • The questions JPMorgan Chase buyers are likely to ask you back, with suggested answers

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Walk into your next JPMorgan Chase meeting knowing who decides and what they are paid to deliver.

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