JPMorgan Chase (JPM)

• Market cap: $757B
• 1 day: 1.18%
• 5 days: 4.70%
• 1 month: 11.56%
• 3 months: 19.04%
• 6 months: 26.44%
• Year to date: 10.81%
• 1 year: 57.38%
• 5 years: 94.78%
• 10 years: 369.21%
• Sector: Financials
• Industry: National Commercial Banks

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

• Low target: $250 6% downside
• Avg. target: $278 5% upside
• High target: $330 24% upside

8 analyst ratings

• positive: 5 63%
• neutral: 3 38%
• negative: 0 0%

UBS Erika Najarian 100% 1-year accuracy 13 / 13 met price target	8% upside $287	Buy Maintained	16 Jan 2025
Barclays Jason Goldberg 71% 1-year accuracy 40 / 56 met price target	24% upside $330	Overweight Maintained	16 Jan 2025
Keefe, Bruyette & Woods David Konrad 77% 1-year accuracy 23 / 30 met price target	1% downside $264	Market Perform Maintained	16 Jan 2025
Truist Securities John McDonald 0 / 0 met price target	1% upside $268	Hold Maintained	16 Jan 2025
B of A Securities Ebrahim Poonawala 86% 1-year accuracy 19 / 22 met price target	5% upside $280	Buy Maintained	7 Jan 2025