JP Morgan Ownership

JPM
 Stock
  

USD 106.38  1.76  1.63%   

Some institutional investors establish a significant position in stocks such as JP Morgan 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 JP Morgan, 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. Please see Risk vs Return Analysis.
  
JP Morgan Chase shows a total of 2.96 Billion outstanding shares. The majority of JP Morgan Chase outstanding shares are owned by institutions. These other corporate entities are usually referred to as non-private investors looking to purchase positions in JP Morgan Chase to benefit from reduced commissions. Hence, outside corporations are subject to a different set of regulations than regular investors in JP Morgan Chase. Please pay attention to any change in the institutional holdings of JP Morgan as this could imply that something significant has changed or 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.
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.

JP Morgan Stock Ownership Analysis

About 71.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.31. Some equities with similar Price to Book (P/B) outperform the market in the long run. JP Morgan Chase recorded earning per share (EPS) of 12.61. The entity last dividend was issued on the 5th of July 2022. 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 278494 people. To learn more about JP Morgan Chase call Mary Erdoes at 212 270 6000 or check out https://www.jpmorganchase.com.

JP Morgan SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. JP Morgan prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that JP Morgan investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial JP Morgan Chase specific information freely available to individual and institutional investors to make a timely investment decision.
14th of September 2022
Financial Statements and Exhibits. Other Events
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8th of September 2022
Unclassified Corporate Event
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JP Morgan Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as JP Morgan is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading JP Morgan Chase backward and forwards among themselves. JP Morgan's institutional investor refers to the entity that pools money to purchase JP Morgan'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.
Security TypeSharesValue
Vanguard Group IncCommon Shares269.6 M30.4 B
Blackrock IncCommon Shares197.6 M22.2 B
State Street CorpCommon Shares130.1 M14.7 B
Bank Of America CorpCommon Shares56.6 M6.4 B
Morgan StanleyCommon Shares49.7 M5.6 B
Geode Capital Management LlcCommon Shares49.2 M5.5 B
Wellington Management Group LlpCommon Shares44.3 MB
Note, although JP Morgan'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.

JP Morgan 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 JP Morgan insiders, such as employees or executives, is commonly permitted as long as it does not rely on JP Morgan'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 JP Morgan 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.

JP Morgan Implied Volatility

    
  58.49  
JP Morgan's implied volatility exposes the market's sentiment of JP Morgan Chase stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JP Morgan'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 JP Morgan stock will not fluctuate a lot when JP Morgan'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 JP Morgan 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, JP Morgan's short interest history, or implied volatility extrapolated from JP Morgan options trading.

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Please see Risk vs Return Analysis. You can also try Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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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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Is JP Morgan'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 JP Morgan. If investors know JP Morgan 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 JP Morgan listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
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'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 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.