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)
1% less funds holding
Funds holding: 4,083 [Q2] → 4,045 (-38) [Q3]
3% less capital invested
Capital invested by funds: $432B [Q2] → $420B (-$11.1B) [Q3]
7% less repeat investments, than reductions
Existing positions increased: 1,669 | Existing positions reduced: 1,790
3.93% less ownership
Funds ownership: 74.05% [Q2] → 70.12% (-3.93%) [Q3]
9% less funds holding in top 10
Funds holding in top 10: 663 [Q2] → 602 (-61) [Q3]
17% less first-time investments, than exits
New positions opened: 184 | Existing positions closed: 222
23% less call options, than puts
Call options by funds: $8.13B | Put options by funds: $10.6B
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Wells Fargo Mike Mayo 79% 1-year accuracy 22 / 28 met price target | 10%upside $270 | Overweight Maintained | 15 Nov 2024 |
Oppenheimer Chris Kotowski 97% 1-year accuracy 73 / 75 met price target | 2%downside $241 | Outperform Maintained | 5 Nov 2024 |
Oppenheimer Chris Kotowski 97% 1-year accuracy 73 / 75 met price target | 5%downside $232 | Outperform Maintained | 14 Oct 2024 |
Barclays Jason Goldberg 78% 1-year accuracy 25 / 32 met price target | 5%upside $257 | Overweight Maintained | 14 Oct 2024 |
RBC Capital Gerard Cassidy 97% 1-year accuracy 37 / 38 met price target | 6%downside $230 | Outperform Maintained | 14 Oct 2024 |
Financial journalist opinion
Based on 72 articles about JPM published over the past 30 days
