JPMorgan ChaseJPM
About: JPMorgan Chase is one of the largest and most complex financial institutions in the United States, with nearly $4.1 trillion in assets. It is organized into four major segments--consumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management. JPMorgan operates, and is subject to regulation, in multiple countries.
Employees: 313,206
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
16% more first-time investments, than exits
New positions opened: 189 | Existing positions closed: 163
1% more funds holding
Funds holding: 4,090 [Q2] → 4,116 (+26) [Q3]
2% less capital invested
Capital invested by funds: $432B [Q2] → $422B (-$9.99B) [Q3]
8% less repeat investments, than reductions
Existing positions increased: 1,691 | Existing positions reduced: 1,831
3.77% less ownership
Funds ownership: 74.06% [Q2] → 70.29% (-3.77%) [Q3]
8% less funds holding in top 10
Funds holding in top 10: 663 [Q2] → 611 (-52) [Q3]
23% less call options, than puts
Call options by funds: $8.13B | Put options by funds: $10.6B
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Piper Sandler Scott Siefers 56% 1-year accuracy 14 / 25 met price target | 16%upside $275 | Overweight Maintained | 3 Dec 2024 |
Keefe, Bruyette & Woods David Konrad 59% 1-year accuracy 17 / 29 met price target | 7%upside $254 | Market Perform Maintained | 3 Dec 2024 |
Citigroup Keith Horowitz 62% 1-year accuracy 13 / 21 met price target | 5%upside $250 | Neutral Maintained | 19 Nov 2024 |
Wells Fargo Mike Mayo 68% 1-year accuracy 17 / 25 met price target | 14%upside $270 | Overweight Maintained | 15 Nov 2024 |
Barclays Jason Goldberg 73% 1-year accuracy 33 / 45 met price target | 8%upside $257 | Overweight Maintained | 14 Oct 2024 |
Financial journalist opinion
Based on 65 articles about JPM published over the past 30 days