JPMorgan ChaseJPM
About: JPMorgan Chase is one of the largest and most complex financial institutions in the United States, with nearly $4 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: 317,233
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
561% more first-time investments, than exits
New positions opened: 562 | Existing positions closed: 85
27% more funds holding in top 10
Funds holding in top 10: 615 [Q3] → 782 (+167) [Q4]
18% more capital invested
Capital invested by funds: $419B [Q3] → $494B (+$75.2B) [Q4]
9% more funds holding
Funds holding: 4,148 [Q3] → 4,535 (+387) [Q4]
2.23% more ownership
Funds ownership: 70.15% [Q3] → 72.38% (+2.23%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 1,685 | Existing positions reduced: 1,902
22% less call options, than puts
Call options by funds: $8.24B | Put options by funds: $10.6B
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
UBS Erika Najarian 25% 1-year accuracy 3 / 12 met price target | 25%upside $305 | Buy Maintained | 17 Apr 2025 |
Truist Securities John McDonald 60% 1-year accuracy 6 / 10 met price target | 3%upside $251 | Hold Maintained | 14 Apr 2025 |
B of A Securities Ebrahim Poonawala 21% 1-year accuracy 5 / 24 met price target | 17%upside $284 | Buy Maintained | 2 Apr 2025 |
Evercore ISI Group Glenn Schorr 34% 1-year accuracy 12 / 35 met price target | 9%upside $265 | Outperform Maintained | 1 Apr 2025 |
Financial journalist opinion
Based on 156 articles about JPM published over the past 30 days
