JP Morgan Shares Owned by Institutions

JPM -  USA Stock  

USD 151.65  1.01  0.67%

JP Morgan Chase fundamentals help investors to digest information that contributes to JP Morgan's financial success or failures. It also enables traders to predict the movement of JP Morgan Stock. This fundamental analysis module provides a way for investors to measures JP Morgan's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to JP Morgan stock. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

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JP Morgan Shares Owned by Institutions Analysis

JP Morgan's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current JP Morgan Shares Owned by Institutions

    
  72.79 %  
Most of JP Morgan's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, JP Morgan Chase is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

JP Morgan Shares Owned by Institutions Driver Correlations

Understanding the fundamental principles of building solid financial models for JP Morgan is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Shares Owned by Institutions. Since JP Morgan's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of JP Morgan's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of JP Morgan's interrelated accounts and indicators.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

Based on the latest financial disclosure, 72% of JP Morgan Chase are shares owned by institutions. This is 144.75% higher than that of the Financial Services sector and significantly higher than that of the Banks—Diversified industry. The shares owned by institutions for all United States stocks is 85.64% lower than that of the firm.

JP Morgan Shares Owned by Institutions Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses JP Morgan's direct or indirect competition against its Shares Owned by Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of JP Morgan could also be used in its relative valuation, which is a method of valuing JP Morgan by comparing valuation metrics of similar companies.
JP Morgan is currently under evaluation in shares owned by institutions category among related companies.

JP Morgan Current Valuation Drivers

We derive many important indicators used in calculating different scores of JP Morgan from analyzing JP Morgan's financial statements. These drivers represent accounts that assess JP Morgan's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of JP Morgan's important valuation drivers and their relationship over time.
201620172018201920202021 (projected)
Net Income Per Employee101.36 K96.78 K126.8 K141.76 K113.77 K101.19 K
Revenue Per Employee432.28 K451.01 K513.12 K554.21 K505.77 K461.23 K
Average Assets2,475.48 B2,551.53 B2,609.39 B2,729.15 B3,245.84 B3,165.51 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA38.12 B40.2 B46.79 B51.12 B42.3 B43.74 B
Earnings Before Interest Taxes and Depreciation Amortization USD38.12 B40.2 B46.79 B51.12 B42.3 B43.74 B
Earnings before Tax32.64 B34.03 B39 B42.76 B33.69 B35.7 B
Average Equity252.78 B257.11 B257.28 B262.18 B269.05 B274.6 B
Enterprise Value405.82 B425.19 B421.9 B773.76 B457.42 B450.4 B
Free Cash Flow21.88 B(10.83 B)15.61 B4.09 B(79.91 B)(82.01 B)
Invested Capital2,542.45 B2,542.7 B2,823.02 B2,886.5 B3,345.82 B3,320.58 B
Invested Capital Average2,537.48 B2,559.81 B2,695.02 B2,964.1 B3,295.82 B3,297.01 B
Market Capitalization308.77 B371.05 B324.63 B437.23 B387.34 B360.97 B
Tangible Asset Value2,436.73 B2,479.21 B2,568.18 B2,634.04 B3,331.33 B3,186.49 B

JP Morgan Fundamentals

About JP Morgan Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze JP Morgan Chase's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JP Morgan using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JP Morgan Chase based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
JPMorgan Chase Co. operates as a financial services company worldwide. JPMorgan Chase Co. was founded in 1799 and is headquartered in New York, New York. JP Morgan operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 259350 people.

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Please see JP Morgan Piotroski F Score and JP Morgan Altman Z Score analysis. Note that the JP Morgan Chase information on this page should be used as a complementary analysis to other JP Morgan's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

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When running JP Morgan Chase price analysis, check to measure JP Morgan's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JP Morgan is operating at the current time. Most of JP Morgan's value examination focuses on studying past and present price action to predict the probability of JP Morgan's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JP Morgan's price. Additionally, you may evaluate how the addition of JP Morgan to your portfolios can decrease your overall portfolio volatility.
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The market value of JP Morgan Chase is measured differently than its book value, which is the value of JP Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of JP Morgan's value that differs from its market value or its book value, called intrinsic value, which is JP Morgan's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JP Morgan's market value can be influenced by many factors that don't directly affect JP Morgan Chase underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JP Morgan's value and its price as these two are different measures arrived at by different means. Investors typically determine JP Morgan value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JP Morgan's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.