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)
88% more first-time investments, than exits
New positions opened: 190 | Existing positions closed: 101
1% more funds holding
Funds holding: 4,094 [Q2] → 4,123 (+29) [Q3]
2% less capital invested
Capital invested by funds: $432B [Q2] → $423B (-$9.89B) [Q3]
7% less repeat investments, than reductions
Existing positions increased: 1,695 | Existing positions reduced: 1,832
3.75% less ownership
Funds ownership: 74.21% [Q2] → 70.45% (-3.75%) [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
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
UBS Erika Najarian 93% 1-year accuracy 13 / 14 met price target | 11%upside $287 | Buy Maintained | 16 Jan 2025 |
Barclays Jason Goldberg 69% 1-year accuracy 37 / 54 met price target | 27%upside $330 | Overweight Maintained | 16 Jan 2025 |
Keefe, Bruyette & Woods David Konrad 68% 1-year accuracy 19 / 28 met price target | 2%upside $264 | Market Perform Maintained | 16 Jan 2025 |
Truist Securities John McDonald 0 / 0 met price target | 3%upside $268 | Hold Maintained | 16 Jan 2025 |
B of A Securities Ebrahim Poonawala 86% 1-year accuracy 19 / 22 met price target | 8%upside $280 | Buy Maintained | 7 Jan 2025 |
Financial journalist opinion
Based on 140 articles about JPM published over the past 30 days