JPMorgan Chase Ownership

JPM Stock  USD 276.59  0.27  0.1%   
JPMorgan Chase Co has a total of 2.8 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. Please note that on January 28, 2025, Representative Marjorie Taylor Greene of US Congress acquired under $15k worth of JPMorgan Chase's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
2.9 B
Current Value
2.8 B
Avarage Shares Outstanding
3.5 B
Quarterly Volatility
390.7 M
 
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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 closely tied with the direction of predictive economic indicators such as signals in american community survey.

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 116.07. The company recorded earning per share (EPS) of 19.75. JPMorgan Chase last dividend was issued on the 6th of January 2025. 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

4 Trillion

JPMorgan Chase Insider Trades History

Only 1.02% 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
 
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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
Northern Trust Corp2024-09-30
29.3 M
Capital World Investors2024-12-31
28.9 M
Wells Fargo & Co2024-09-30
24.5 M
Bank Of New York Mellon Corp2024-12-31
24.3 M
Royal Bank Of Canada2024-09-30
24.1 M
Ameriprise Financial Inc2024-09-30
23 M
Capital Research Global Investors2024-12-31
22.8 M
Massachusetts Financial Services Company2024-12-31
21.8 M
Dimensional Fund Advisors, Inc.2024-12-31
21.3 M
Vanguard Group Inc2024-12-31
272.4 M
Blackrock Inc2024-09-30
202.4 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.

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.
2025-01-28Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2024-12-17Representative Neal P DunnAcquired Under $15KVerify
2024-12-09Representative Jared MoskowitzAcquired Under $15KVerify
2024-12-06Representative Ro KhannaAcquired Under $15KVerify
2024-11-28Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2024-11-08Representative Neal P DunnAcquired Under $15KVerify
2024-10-09Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2024-10-08Representative Ro KhannaAcquired Under $15KVerify
2024-09-25Representative William R KeatingAcquired Under $15KVerify
2024-09-14Representative Laurel LeeAcquired $50K to $100KVerify
2024-09-06Representative John JamesAcquired Under $15KVerify
2024-09-02Representative John JamesAcquired Under $15KVerify
2024-08-20Representative Scott FranklinAcquired $15K to $50KVerify
2024-08-19Representative Jared MoskowitzAcquired Under $15KVerify
2024-08-06Representative Jared MoskowitzAcquired Under $15KVerify
2024-05-22Representative Neal P DunnAcquired Under $15KVerify
2024-05-12Representative Kevin HernAcquired Under $15KVerify
2024-05-07Representative Jonathan JacksonAcquired $15K to $50KVerify
2024-04-22Representative Michael McCaulAcquired $1,000,001 - $5,000,000Verify
2024-04-15Senator Tommy TubervilleAcquired Under $15KVerify
2024-04-14Senator Tommy TubervilleAcquired Under $15KVerify
2024-02-22Representative Michael McCaulAcquired $1,000,001 - $5,000,000Verify
2024-02-11Representative Kevin HernAcquired Under $15KVerify
2024-02-06Representative Kathy ManningAcquired Under $15KVerify
2024-02-05Representative Ro KhannaAcquired $15K to $50KVerify
2024-01-12Senator Shelley Moore CapitoAcquired Under $15KVerify
2024-01-11Senator Shelley Moore CapitoAcquired Under $15KVerify
2023-12-15Representative John CurtisAcquired Under $15KVerify
2023-12-14Representative Michael McCaulAcquired Under $15KVerify
2023-11-17Representative Kevin HernAcquired Under $15KVerify
2023-11-01Senator Markwayne MullinAcquired Under $15KVerify
2023-10-31Senator Markwayne MullinAcquired Under $15KVerify
2023-10-19Representative Robert J WittmanAcquired Under $15KVerify
2023-10-12Representative Scott FranklinAcquired $15K to $50KVerify
2023-10-11Senator Markwayne MullinAcquired $15K to $50KVerify
2023-10-10Representative Michael McCaulAcquired $1,000,001 - $5,000,000Verify
2023-09-22Senator Dan SullivanAcquired Under $15KVerify
2023-09-18Representative Thomas H KeanAcquired Under $15KVerify
2023-09-17Senator Dan SullivanAcquired Under $15KVerify
2023-08-23Representative Michael Patrick GuestAcquired Under $15KVerify
2023-08-16Representative Kevin HernAcquired Under $15KVerify
2023-08-07Representative Ro KhannaAcquired Under $15KVerify
2023-06-24Representative Lois FrankelAcquired Under $15KVerify
2023-06-23Representative Pete SessionsAcquired $50K to $100KVerify
2023-06-09Representative Robert J WittmanAcquired Under $15KVerify
2023-06-06Representative Zoe LofgrenAcquired Under $15KVerify
2023-05-26Representative Neal P DunnAcquired Under $15KVerify
2023-05-19Representative Kathy ManningAcquired Under $15KVerify
2023-05-11Representative Kevin HernAcquired Under $15KVerify
2023-04-28Representative Lois FrankelAcquired Under $15KVerify
2023-04-03Representative Lois FrankelAcquired Under $15KVerify
2023-03-20Representative David TroneAcquired $50K to $100KVerify
2023-03-13Representative John CurtisAcquired Under $15KVerify
2023-03-08Representative Ro KhannaAcquired Under $15KVerify
2023-03-07Representative Scott FranklinAcquired $50K to $100KVerify
2023-03-02Representative Diana HarshbargerAcquired Under $15KVerify
2023-02-28Representative William R KeatingAcquired Under $15KVerify
2023-02-14Representative Kevin HernAcquired Under $15KVerify
2023-02-13Senator Dan SullivanAcquired Under $15KVerify
2023-02-07Representative Ro KhannaAcquired Under $15KVerify
2023-01-20Representative Chris JacobsAcquired Under $15KVerify
2023-01-10Representative John CurtisAcquired Under $15KVerify
2023-01-05Senator Thomas R CarperAcquired $15K to $50KVerify
2023-01-03Representative Diana HarshbargerAcquired Under $15KVerify
2022-12-19Representative Thomas SuozziAcquired Under $15KVerify
2022-12-12Representative Chris JacobsAcquired Under $15KVerify
2022-12-08Representative Kurt SchraderAcquired Under $15KVerify
2022-11-29Representative Diana HarshbargerAcquired Under $15KVerify
2022-11-16Representative Chris JacobsAcquired Under $15KVerify
2022-11-13Senator Shelley Moore CapitoAcquired Under $15KVerify
2022-11-12Senator Shelley Moore CapitoAcquired Under $15KVerify
2022-11-09Representative Kevin HernAcquired Under $15KVerify
2022-11-03Senator Thomas R CarperAcquired Under $15KVerify
2022-10-19Representative Trey HollingsworthAcquired $500,001 - $1,000,000Verify
2022-10-13Representative Michael McCaulAcquired $50K to $100KVerify
2022-10-05Representative Earl BlumenauerAcquired $15K to $50KVerify
2022-09-09Representative Neal P DunnAcquired $15K to $50KVerify
2022-08-15Representative Kevin HernAcquired Under $15KVerify
2022-08-10Representative Kathy ManningAcquired Under $15KVerify
2022-06-14Representative Michael McCaulAcquired Under $15KVerify
2022-06-03Representative Cynthia AxneAcquired Under $15KVerify
2022-05-25Representative Michael McCaulAcquired $15K to $50KVerify
2022-05-22Representative Alan S LowenthalAcquired Under $15KVerify
2022-05-17Representative Kurt SchraderAcquired Under $15KVerify
2022-05-12Representative Kevin HernAcquired Under $15KVerify
2022-04-25Representative Diana HarshbargerAcquired Under $15KVerify
2022-04-08Representative Scott FranklinAcquired $50K to $100KVerify
2022-03-29Representative Diana HarshbargerAcquired Under $15KVerify
2022-03-03Representative Donald S Beyer JrAcquired Under $15KVerify
2022-02-23Representative Michael McCaulAcquired Under $15KVerify
2022-02-02Representative Kevin HernAcquired Under $15KVerify
2022-01-27Representative Michael McCaulAcquired Under $15KVerify
2022-01-20Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2022-01-10Representative Robert C Bobby ScottAcquired Under $15KVerify
2021-12-21Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2021-11-18Representative Kim SchrierAcquired $15K to $50KVerify
2021-11-05Representative Kevin HernAcquired Under $15KVerify
2021-10-17Representative Pete SessionsAcquired $100K to $250KVerify
2021-10-07Representative Zoe LofgrenAcquired Under $15KVerify
2021-10-06Representative Kurt SchraderAcquired Under $15KVerify
2021-09-15Representative Kevin HernAcquired Under $15KVerify
2021-09-10Representative Zoe LofgrenAcquired Under $15KVerify
2021-07-16Senator Shelley Moore CapitoAcquired Under $15KVerify
2021-07-15Senator Shelley Moore CapitoAcquired Under $15KVerify
2021-07-14Representative Kevin HernAcquired $250K to $500KVerify
2021-07-07Representative Kurt SchraderAcquired Under $15KVerify
2021-06-04Representative Kurt SchraderAcquired Under $15KVerify
2021-05-01Senator David PerdueAcquired $15K to $50KVerify
2021-04-27Representative William R KeatingAcquired Under $15KVerify
2021-04-21Representative John A YarmuthAcquired Under $15KVerify
2021-04-16Representative Ro KhannaAcquired Under $15KVerify
2021-04-12Senator Shelley Moore CapitoAcquired Under $15KVerify
2021-04-11Senator Shelley Moore CapitoAcquired Under $15KVerify
2021-04-01Representative Donald S Beyer JrAcquired Under $15KVerify
2021-03-16Representative Peter MeijerAcquired $15K to $50KVerify
2021-03-12Representative Ro KhannaAcquired Under $15KVerify
2021-03-08Representative John RutherfordAcquired Under $15KVerify
2021-02-04Representative Kathy ManningAcquired Under $15KVerify
2021-01-09Representative Dean PhillipsAcquired Under $15KVerify
2020-12-29Representative Kenny MarchantAcquired $100K to $250KVerify
2020-12-28Representative Katherine M ClarkAcquired Under $15KVerify
2020-12-08Senator Bill CassidyAcquired Under $15KVerify
2020-12-03Representative Katherine M ClarkAcquired Under $15KVerify
2020-12-01Representative Donald S Beyer JrAcquired Under $15KVerify
2020-10-28Representative Alan S LowenthalAcquired $15K to $50KVerify
2020-10-05Representative K Michael ConawayAcquired $15K to $50KVerify
2020-09-08Senator Jerry MoranAcquired Under $15KVerify
2020-09-07Senator Jerry MoranAcquired Under $15KVerify
2020-08-27Representative Joe CourtneyAcquired Under $15KVerify
2020-08-15Representative Kevin HernAcquired Under $15KVerify
2020-08-13Representative Daniel MeuserAcquired Under $15KVerify
2020-07-29Representative Joe CourtneyAcquired Under $15KVerify
2020-07-01Representative John A YarmuthAcquired Under $15KVerify
2020-06-10Representative Josh GottheimerAcquired $15K to $50KVerify
2020-06-09Representative K Michael ConawayAcquired Under $15KVerify
2020-05-08Senator David PerdueAcquired $15K to $50KVerify
2020-04-29Senator Shelley Moore CapitoAcquired Under $15KVerify
2020-04-28Senator Shelley Moore CapitoAcquired Under $15KVerify
2020-04-27Representative Donna ShalalaAcquired Under $15KVerify
2020-04-18Representative Alan S LowenthalAcquired $1,001 -Verify
2020-04-11Representative Zoe LofgrenAcquired Under $15KVerify
2020-04-09Representative John CurtisAcquired Under $15KVerify
2020-04-01Senator Thomas R CarperAcquired Under $15KVerify
2020-03-31Senator Thomas R CarperAcquired Under $15KVerify
2020-02-07Representative Dean PhillipsAcquired Under $15KVerify
2020-01-31Representative John B LarsonAcquired Under $15KVerify
2019-08-07Senator Bill CassidyAcquired Under $15KVerify
2019-07-22Representative Bryan George SteilAcquired Under $15KVerify
2019-05-15Senator Jerry MoranAcquired Under $15KVerify
2019-05-14Senator Jerry MoranAcquired Under $15KVerify
2019-05-09Senator Pat RobertsAcquired $15K to $50KVerify
2019-04-17Senator Shelley Moore CapitoAcquired Under $15KVerify
2019-04-16Senator Shelley Moore CapitoAcquired Under $15KVerify
2019-02-13Representative Gilbert CisnerosAcquired $50K to $100KVerify
2018-11-08Senator Shelley Moore CapitoAcquired Under $15KVerify
2018-11-07Senator Shelley Moore CapitoAcquired Under $15KVerify
2018-08-28Senator Pat RobertsAcquired Under $15KVerify
2018-06-12Senator Susan M CollinsAcquired $15K to $50KVerify
2018-06-11Senator Susan M CollinsAcquired $15K to $50KVerify
2018-06-10Representative Bradley S SchneiderAcquired $100K to $250KVerify
2018-05-10Senator Sheldon WhitehouseAcquired Under $15KVerify
2018-05-09Senator Sheldon WhitehouseAcquired Under $15KVerify
2018-01-29Senator Pat RobertsAcquired $15K to $50KVerify
2017-12-11Senator Sheldon WhitehouseAcquired Under $15KVerify
2017-12-10Senator Sheldon WhitehouseAcquired Under $15KVerify
2017-11-07Senator Shelley Moore CapitoAcquired Under $15KVerify
2017-11-06Senator Shelley Moore CapitoAcquired Under $15KVerify
2017-10-06Senator Shelley Moore CapitoAcquired Under $15KVerify
2017-10-05Senator Shelley Moore CapitoAcquired Under $15KVerify
2017-06-22Senator Patty MurrayAcquired Under $15KVerify
2017-03-31Senator David PerdueAcquired Under $15KVerify
2017-03-21Senator Patty MurrayAcquired Under $15KVerify
2017-03-15Senator Sheldon WhitehouseAcquired Under $15KVerify
2017-03-14Senator Sheldon WhitehouseAcquired Under $15KVerify
2016-11-07Senator Sheldon WhitehouseAcquired Under $15KVerify
2016-11-06Senator Sheldon WhitehouseAcquired Under $15KVerify
2016-02-23Senator Sheldon WhitehouseAcquired Under $15KVerify
2016-02-22Senator Sheldon WhitehouseAcquired Under $15KVerify
2015-09-02Senator Sheldon WhitehouseAcquired $15K to $50KVerify
2015-08-12Senator Sheldon WhitehouseAcquired $15K to $50KVerify
2015-08-11Senator Sheldon WhitehouseAcquired Under $15KVerify
2014-05-15Senator Sheldon WhitehouseAcquired Under $15KVerify
2014-05-14Senator Sheldon WhitehouseAcquired Under $15KVerify
2014-03-26Senator Sheldon WhitehouseAcquired Under $15KVerify
2014-03-25Senator Sheldon WhitehouseAcquired Under $15KVerify

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 Corporate Filings

14th of February 2025
Prospectus used primarily for registering securities for public sale.
ViewVerify
FWP
13th of February 2025
A written communication used by offering participants to offer securities to the public or to solicit securities transactions.
ViewVerify

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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 closely tied with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
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
0.583
Dividend Share
4.8
Earnings Share
19.75
Revenue Per Share
58.067
Quarterly Revenue Growth
0.131
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.