
What smart money is saying about JP Morgan Chase & Co.
1 fund in our archive has pitched JP Morgan Chase & Co. — most recently Parnassus Value Equity Fund in March 2025.
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small business, large and midsized companies, local governments, and nonprofit clients; and commercial real estate banking services to investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, trusts and estates, loans, mortgages, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Fund activity · 3 positions
- HoldsHarding Loevner Global EquityJune 2026
Listed in Harding Loevner Global Equity’s reported holdings.
Read the letterJP Morgan Chase & Co. - HoldsHarding Loevner Global Developed Markets EquityJune 2026
Listed in Harding Loevner Global Developed Markets Equity’s reported holdings.
Read the letterJP Morgan Chase & Co. - HoldsBell Global Equities Fund (Bell Asset Management)June 2026
“JPMorgan Chase & Co. Financials US 1.9% Iisa Inc. Financials US 1.7% Meta Platforms, Inc.”
Read the letterJP Morgan Chase & Co.
Also mentioned · 5
These funds discuss JP Morgan Chase & Co. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedSVN Capital FundJune 2026
“JPMorgan’s CEO Jamie Dimon supplied the line that did the rest of the work: “When you see one cockroach, there are usually more.””
Read the letterJP Morgan Chase & Co. - MentionedClearBridge Investments Dividend StrategyJune 2026
“adding over $900 billion of market cap — more than the entire market capitalization of Exxon Mobil, Johnson & Johnson or JPMorgan Chase.”
Read the letterJP Morgan Chase & Co. - MentionedBlue Tower Asset Management StrategyJune 2026
“According to JPMorgan analysts, they calculate this Chinese import reduction comprised 74% of the total decrease in global crude oil trade caused by the conflict.”
Read the letterJP Morgan Chase & Co. - MentionedNinepoint Partners Mid‑Year OutlookJune 2026
“Global inventories, recovering from post-COVID lows, began declining at a pace that JPMorgan and Bloomberg data describe as record-setting.”
Read the letterJP Morgan Chase & Co. - MentionedGoehring & Rozencwajg Natural Resource Market CommentaryMay 2026
“A research report published by JPMorgan Chase arrived at broadly comparable conclusions using a similar framework.”
Read the letterJP Morgan Chase & Co.
Fund coverage · 1 thesis
- Parnassus Value Equity FundMarch 2025
JP Morgan is a formidable player in the financial services industry due to its expertise, high client switching costs, unmatched scale, and resilience across its various banking units.
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