JPMorgan Chase & Co. – Patent Portfolio Analysis

Ownership and Acquisition 

• Acquired Patents: 3,484 
• Originally Assigned Patents: 5,944 

Sources of Acquired Patents: 

• Operating Company: 3,045 

• Other: 264 

• NPE: 1 

• University: 2 

Citations 

Top Citing Assignees (Forward Citations) 

• JP Morgan Chase & Co – 1,020 

• Bank of America Corp. – 383 

• International Business Machines Corporation – 309 

• Capital One Financial Corporation – 251 

• Wells Fargo & Company – 214 

• MasterCard Incorporated – 203 

• Visa, Inc. – 187 

• Microsoft Corporation – 182 

• Samsung Electronics Co. Ltd. – 139 

• JPMorgan Chase Bank, National Association – 112 

Top Cited Assignees (Backward Citations) 

• JP Morgan Chase & Co – 1,817 

• International Business Machines Corporation – 1,638 

• Microsoft Corporation – 1,314 

• Oracle Corporation – 911 

• Bank of America Corp. – 893 

• Alphabet Inc. – 829 

• Visa, Inc. – 764 

• AT&T, Inc. – 736 

• Nokia Corporation – 724 

• Intellectual Ventures LLC – 699 

Top Cited Patents (Forward Citations) 

• US6227447B1 – 1,172 

• US6609113B1 – 884 

• US5734838A – 781 

• US6032136A – 776 

• US6631849B2 – 768 

• US20090132347A1 – 732 

• US6535855B1 – 661 

• US6865547B1 – 654 

• US6341724B2 – 643 

• US6202053B1 – 640 

Top Citing Patents (Backward Citations) 

• US8020754B2 – 1,667 

• US8793160B2 – 1,554 

• US8145549B2 – 1,476 

• US7987501B2 – 1,471 

• US8301493B2 – 1,460 

• US8185940B2 – 1,457 

• US8160960B1 – 1,449 

• US10380374B2 – 1,375 

• US8849716B1 – 1,345 

• US8751391B2 – 1,248 

Litigation Activities 

• Active Cases: 4 

• Inactive Cases: 155 

• Appeals: 19 

• Patents in Litigation: 242 

• Petitions: 24 

• Reexaminations: 9 

• Chinese PRBs: 10 

• Related Parties: 324 

Notable M&A (With Verified Figures) 

• Bear Stearns (2008, ~US$1.2 billion) – Acquisition during the financial crisis expanded investment banking and trading operations. 

• Washington Mutual (2008, ~US$1.9 billion) – Acquisition of banking operations significantly expanded retail banking footprint. 

• First Republic Bank (2023, ~US$10.6 billion transaction including deposits and loans) – Expanded wealth management and high-net-worth banking presence. 

Business Performance 

For fiscal year 2024, JPMorgan Chase reported total revenue exceeding US$158 billion, driven by diversified operations across consumer banking, corporate and investment banking, commercial banking, and asset and wealth management segments. The company continues to invest significantly in technology infrastructure and digital banking capabilities. 

Leadership (Current Year) 

• Jamie Dimon – Chairman & Chief Executive Officer 

• Jeremy Barnum – Chief Financial Officer 

• Daniel Pinto – President & Chief Operating Officer 

Headquarters 

New York, New York, United States