JP Morgan Ownership

JPM
 Stock
  

USD 122.13  1.99  1.66%   

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.
  
Dividend Yield is expected to hike to 0.0259 this year, although the value of Payment of Dividends and Other Cash Distributions will most likely fall to (13.9 B). JP Morgan Weighted Average Shares is relatively stable at the moment as compared to the past year. The company's current value of Weighted Average Shares is estimated at 3.08 Billion. Weighted Average Shares Diluted is expected to hike to about 3.1 B this year, although the value of Issuance Purchase of Equity Shares will most likely fall to (18.9 B).
JP Morgan Chase shows a total of 2.93 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 1.32. 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 12.47. 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 www.jpmorganchase.com.
Besides selling stocks to institutional investors, JP Morgan 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 JP Morgan'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 JP Morgan'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.

JP Morgan Quarterly Share Based Compensation

0.0

Less than 1% of JP Morgan Chase are currently held by insiders. Unlike JP Morgan'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 JP Morgan'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%.

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.
3rd of August 2022
Unclassified Corporate Event
View
28th of July 2022
Financial Statements and Exhibits. Other Events
View

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
Bank Of America CorpCommon Shares56.6 M6.4 B
Geode Capital Management LlcCommon Shares49.2 M5.5 B
Fmr LlcCommon Shares38 M4.3 B
Northern Trust CorpCommon Shares34.8 M3.9 B
Massachusetts Financial Services CoCommon Shares32.9 M3.7 B
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 Outstanding Bonds

JP Morgan 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. JP Morgan 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 JP Morgan bonds can be classified according to their maturity, which is the date when JP Morgan Chase 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.

JP Morgan Investors Sentiment

The influence of JP Morgan's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in JP Morgan. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to JP Morgan's public news can be used to forecast risks associated with investment in JP Morgan. The trend in average sentiment can be used to explain how an investor holding JP Morgan can time the market purely based on public headlines and social activities around JP Morgan Chase. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
JP Morgan's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for JP Morgan's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average JP Morgan's news discussions. The higher the estimate score, the more favorable is the investor's outlook on JP Morgan.

JP Morgan Implied Volatility

    
  26.23  
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. Note that the JP Morgan Chase information on this page should be used as a complementary analysis to other JP Morgan's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Screener module to find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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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.
Quarterly Earnings Growth YOY
-0.27
Market Capitalization
358.2 B
Quarterly Revenue Growth YOY
-0.096
Return On Assets
0.0104
Return On Equity
0.14
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.