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What smart money is saying about JPMorgan Chase & Co.United States flag

JPM · Financial Services · Banks - Diversified · Market cap $859.36B

2 funds in our archive have pitched JPMorgan Chase & Co. — most recently Baron Financials ETF in June 2026.

Company profile

JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

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10
Reported positions
3
Bought
0
Sold
20
Letters

Position history

Between Q1 2025 and Q3 2026, 10 fund letters reported a position in JPMorgan Chase & Co. — 3 opened or added to the position.

Fund letters reporting a position in JPMorgan Chase & Co., by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q2 20269301
Q1 20250001

Fund activity · 10 positions · 3 moves

Also mentioned · 11

These funds discuss JPMorgan Chase & Co. — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedAVI Global Trust
    July 2026
    “In our view, this volatility was driven principally by excessive leverage across both hedge fund and retail channels, and market data increasingly corroborates this. Data from J.P. Morgan shows Leveraged ETF AUM, which had swelled to c. $50bn by late June, roughly halved to c. $26bn by 30th July.”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedNinepoint Partners Mid‑Year Outlook
    June 2026
    “The Iran war that began in February 2026 produced an immediate and dramatic effect on global oil markets. Traffic through the Strait of Hormuz — the chokepoint through which roughly 20% of the world’s oil supply transits — collapsed almost overnight. Global inventories, recovering from post-COVID lows, began declining at a pace that JPMorgan and Bloomberg data describe as record-setting.”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedClearBridge Investments Dividend Strategy
    June 2026
    “Shares of Micron, the largest producer of storage chips, skyrocketed 240%, adding over $900 billion of market cap — more than the entire market capitalization of Exxon Mobil, Johnson & Johnson or JPMorgan Chase.”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedBlue Tower Asset Management Strategy
    June 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 letter
    JPMorgan Chase & Co.
  • MentionedArtisan Partners Emerging Markets Local Opportunities Strategy
    June 2026
    “Information has been obtained from sources believed to be reliable but J.P. Morgan does not warrant its completeness or accuracy. The Index is used with permission. The Index may not be copied, used, or distributed without J.P. Morgan's prior written approval. Copyright 2026, J.P. Morgan Chase & Co. All rights reserved.”
    33 more words on why — unlock Artisan Partners Emerging Markets Local Opportunities Strategy’s full comment
    Read the letter
    JPMorgan Chase & Co.
  • MentionedSVN Capital Fund
    June 2026
    “Two things lit it. • First, two companies failed in the autumn of 2025: Tricolor, a Texas subprime auto lender, and First Brands, an auto-parts roll-up. Both turned out to be frauds, with invoices inflated and the same collateral pledged to several lenders at once, and 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 letter
    JPMorgan Chase & Co.
  • MentionedArtisan Partners Emerging Markets Debt Opportunities Fund
    June 2026
    “Performance Discussion The portfolio trended higher for Q2, outperforming the J.P. Morgan EMB Hard Currency/Local Currency 50/50 Index for the period, and has remained ahead of the index since inception.”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedArtisan Partners Emerging Markets Debt Opportunities Fund
    June 2026
    “Copyright 2026, J.P. Morgan Chase & Co. All rights reserved.”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedArtisan Partners Emerging Markets Local Opportunities Strategy
    June 2026
    “Performance Discussion The portfolio trended higher for the quarter, outperforming the J.P. Morgan GBI-EM Global Diversified Index for the period, and has remained ahead of the index since inception.”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedRoyal London AM International Government Bond Fund
    June 2026
    “For more information on the fund or the risks of investing, please refer to the Prospectus or Key Investor Information Document (KIID), available via the relevant Fund Information page on www.rlam.com. Information has been obtained from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy.”
    31 more words on why — unlock Royal London AM International Government Bond Fund’s full comment
    Read the letter
    JPMorgan Chase & Co.
  • MentionedGoehring & Rozencwajg Natural Resource Market Commentary
    May 2026
    “A research report published by JPMorgan Chase arrived at broadly comparable conclusions using a similar framework.”
    Read the letter
    JPMorgan Chase & Co.

Fund coverage · 2 theses

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