JPMorgan Chase Ownership

JPM Stock  USD 192.66  2.36  1.24%   
JPMorgan Chase secures a total of 2.88 Billion outstanding shares. The majority of JPMorgan Chase outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in JPMorgan Chase to benefit from reduced commissions. Therefore, third-party entities are subject to a different set of regulations than regular investors in JPMorgan Chase Co. Please pay attention to any change in the institutional holdings of JPMorgan Chase as this could imply that something significant has changed or is about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
 
Shares in Circulation  
First Issued
1986-03-31
Previous Quarter
2.9 B
Current Value
3.4 B
Avarage Shares Outstanding
2.3 B
Quarterly Volatility
1.4 B
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as JPMorgan Chase in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of JPMorgan Chase, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, JPMorgan Chase's Dividend Yield is very stable compared to the past year. As of the 18th of March 2024, Dividend Paid And Capex Coverage Ratio is likely to grow to 1.12, though Dividends Paid is likely to grow to (12.8 B). As of the 18th of March 2024, Net Income Applicable To Common Shares is likely to grow to about 43.3 B, while Common Stock Shares Outstanding is likely to drop about 2.5 B.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

JPMorgan Stock Ownership Analysis

About 73.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.82. Some equities with similar Price to Book (P/B) outperform the market in the long run. JPMorgan Chase recorded earning per share (EPS) of 16.22. The entity last dividend was issued on the 4th of January 2024. The firm had 3:2 split on the 12th of June 2000. 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 288474 people. To learn more about JPMorgan Chase Co call Mary Erdoes at 212 270 6000 or check out https://www.jpmorganchase.com.
Besides selling stocks to institutional investors, JPMorgan Chase also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different JPMorgan Chase's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align JPMorgan Chase's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

JPMorgan Chase Quarterly Liabilities And Stockholders Equity

3.88 Trillion

JPMorgan Chase Insider Trades History

Less than 1% of JPMorgan Chase Co are currently held by insiders. Unlike JPMorgan Chase's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against JPMorgan Chase's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of JPMorgan Chase's insider trades
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

JPMorgan Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as JPMorgan Chase is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading JPMorgan Chase Co backward and forwards among themselves. JPMorgan Chase's institutional investor refers to the entity that pools money to purchase JPMorgan Chase's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Capital World Investors2023-12-31
34.3 M
T. Rowe Price Associates, Inc.2023-12-31
32.1 M
Northern Trust Corp2023-12-31
32 M
Massachusetts Financial Services Company2023-12-31
29.5 M
Bank Of New York Mellon Corp2023-12-31
28.8 M
Wells Fargo & Co2023-12-31
25 M
Ameriprise Financial Inc2023-12-31
23.7 M
Legal & General Group Plc2023-12-31
23.4 M
Royal Bank Of Canada2023-12-31
23.2 M
Vanguard Group Inc2023-12-31
272.4 M
Blackrock Inc2023-12-31
191.8 M
Note, although JPMorgan Chase's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

JPMorgan Chase Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific JPMorgan Chase insiders, such as employees or executives, is commonly permitted as long as it does not rely on JPMorgan Chase's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases JPMorgan Chase insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Matthew Zames over six months ago
Sale by Matthew Zames of 91 shares of JPMorgan Chase

JPMorgan Chase Outstanding Bonds

JPMorgan Chase issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. JPMorgan Chase uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most JPMorgan bonds can be classified according to their maturity, which is the date when JPMorgan Chase Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

JPMorgan Chase Investors Sentiment

The influence of JPMorgan Chase's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in JPMorgan. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to JPMorgan Chase's public news can be used to forecast risks associated with an investment in JPMorgan. The trend in average sentiment can be used to explain how an investor holding JPMorgan can time the market purely based on public headlines and social activities around JPMorgan Chase Co. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
JPMorgan Chase's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for JPMorgan Chase's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average JPMorgan Chase's news discussions. The higher the estimated score, the more favorable is the investor's outlook on JPMorgan Chase.

JPMorgan Chase Implied Volatility

    
  27.1  
JPMorgan Chase's implied volatility exposes the market's sentiment of JPMorgan Chase Co stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JPMorgan Chase's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that JPMorgan Chase stock will not fluctuate a lot when JPMorgan Chase's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards JPMorgan Chase in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, JPMorgan Chase's short interest history, or implied volatility extrapolated from JPMorgan Chase options trading.

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When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

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When running JPMorgan Chase's price analysis, check to measure JPMorgan Chase'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 JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.
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Is JPMorgan Chase's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JPMorgan Chase. If investors know JPMorgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JPMorgan Chase listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.15)
Dividend Share
4.1
Earnings Share
16.22
Revenue Per Share
49.687
Quarterly Revenue Growth
0.111
The market value of JPMorgan Chase is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Chase's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Chase'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 JPMorgan Chase's market value can be influenced by many factors that don't directly affect JPMorgan Chase's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase'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.