JPMorgan Chase Ownership
| JPM Stock | USD 244.76 3.98 1.65% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 2.9 B | Current Value 2.9 B | Avarage Shares Outstanding 2.3 B | Quarterly Volatility 1.4 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.
JPMorgan |
JPMorgan Stock Ownership Analysis
About 74.0% of the company shares are owned by institutional investors. The book value of JPMorgan Chase was currently reported as 115.15. The company recorded earning per share (EPS) of 17.82. JPMorgan Chase last dividend was issued on the 4th of October 2024. The entity 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 |
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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
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 | T. Rowe Price Associates, Inc. | 2024-06-30 | 31 M | Northern Trust Corp | 2024-09-30 | 29.3 M | Bank Of New York Mellon Corp | 2024-06-30 | 27.3 M | Massachusetts Financial Services Company | 2024-09-30 | 24.9 M | Wells Fargo & Co | 2024-06-30 | 24.7 M | Royal Bank Of Canada | 2024-06-30 | 24.6 M | Legal & General Group Plc | 2024-06-30 | 23.9 M | Ameriprise Financial Inc | 2024-06-30 | 23.4 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 21.9 M | Vanguard Group Inc | 2024-09-30 | 272.2 M | Blackrock Inc | 2024-06-30 | 198.7 M |
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.
JPMorgan Chase's latest congressional trading
Congressional trading in companies like JPMorgan Chase, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in JPMorgan Chase by those in governmental positions are based on the same information available to the general public.
| 2024-11-08 | Representative Neal P Dunn | Acquired Under $15K | Verify | ||
| 2024-10-09 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-10-08 | Representative Ro Khanna | Acquired Under $15K | Verify | ||
| 2024-09-25 | Representative William R Keating | Acquired Under $15K | Verify | ||
| 2024-09-14 | Representative Laurel Lee | Acquired $50K to $100K | Verify | ||
| 2024-09-06 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-09-02 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-08-20 | Representative C Scott Franklin | Acquired Under $15K | Verify | ||
| 2024-08-19 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-07-24 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-05-22 | Representative Neal P Dunn | Acquired Under $15K | Verify | ||
| 2024-05-12 | Representative Kevin Hern | Acquired Under $15K | Verify | ||
| 2024-05-07 | Representative Jonathan Jackson | Acquired $15K to $50K | Verify | ||
| 2024-04-15 | Senator Tommy Tuberville | Acquired Under $15K | Verify | ||
| 2024-04-14 | Senator Tommy Tuberville | Acquired Under $15K | Verify | ||
| 2024-01-12 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2024-01-11 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2023-11-17 | Representative Kevin Hern | Acquired Under $15K | Verify | ||
| 2023-11-01 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-10-31 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-10-12 | Senator Markwayne Mullin | Acquired $15K to $50K | Verify | ||
| 2023-09-18 | Representative Thomas H Kean | Acquired Under $15K | Verify | ||
| 2023-08-16 | Representative Kevin Hern | Acquired Under $15K | Verify | ||
| 2023-06-23 | Representative Pete Sessions | Acquired $50K to $100K | Verify | ||
| 2023-06-09 | Representative Robert J Wittman | Acquired Under $15K | Verify | ||
| 2023-05-11 | Representative Kevin Hern | Acquired Under $15K | Verify | ||
| 2023-01-05 | Senator Thomas R Carper | Acquired $15K to $50K | Verify | ||
| 2022-11-09 | Representative Kevin Hern | Acquired Under $15K | Verify | ||
| 2022-10-19 | Representative Trey Hollingsworth | Acquired $500,001 - $1,000,000 | Verify | ||
| 2022-09-09 | Representative Neal P Dunn | Acquired $15K to $50K | Verify | ||
| 2022-05-22 | Representative Alan S Lowenthal | Acquired Under $15K | Verify | ||
| 2022-02-02 | Representative Kevin Hern | Acquired Under $15K | Verify | ||
| 2022-01-20 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2020-04-18 | Representative Alan S Lowenthal | Acquired Under $15K | Verify | ||
| 2018-06-12 | Senator Susan M Collins | Acquired $15K to $50K | Verify | ||
| 2018-06-11 | Senator Susan M Collins | Acquired $15K to $50K | Verify | ||
| 2018-06-10 | Representative Bradley S Schneider | Acquired $100K to $250K | Verify |
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 33 Corp BondUS46625HQW33 | View | |
| JPMORGAN CHASE 3625 Corp BondUS46625HRX07 | View | |
| JPMORGAN CHASE 295 Corp BondUS46625HRV41 | View | |
| US46625HRY89 Corp BondUS46625HRY89 | View | |
| JPMORGAN CHASE 32 Corp BondUS46625HRS12 | View | |
| JPMORGAN CHASE 55 Corp BondUS46625HHV50 | View | |
| JPMORGAN CHASE 64 Corp BondUS46625HHF01 | View | |
| JPMORGAN CHASE 56 Corp BondUS46625HJB78 | View |
JPMorgan Chase Corporate Filings
FWP | 21st of November 2024 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
| 20th of November 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify |
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Is Diversified Banks space 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 0.009 | Dividend Share 4.6 | Earnings Share 17.82 | Revenue Per Share 56.043 | Quarterly Revenue Growth 0.03 |
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.