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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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24
Reported positions
5
Bought
2
Sold
44
Letters

Position history

Between Q1 2025 and Q3 2026, 24 fund letters reported a position in JPMorgan Chase & Co. — 5 opened or added to the position, 2 trimmed or exited.

Fund letters reporting a position in JPMorgan Chase & Co., by quarter
QuarterLettersBoughtSoldTheses
Q3 20266210
Q2 202610301
Q1 20261000
Q4 20254010
Q3 20252000
Q2 20251000
Q1 20250001

Fund activity · 24 positions · 7 moves

Also mentioned · 21

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

  • MentionedMontaka Global Investments Global Fund
    September 2026
    “As JPMorgan’s Jamie Dimon recently pointed out, allowing public access to Anthropic’s Claude Mythos AI model is like giving “ballistic missiles to individuals 7 ”.”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedArtisan Partners Emerging Markets Debt Opportunities Strategy
    September 2026
    “The portfolio trended higher for Q3, outperforming the J.P. Morgan EMB Hard Currency/Local Currency 50/50 Index for the period”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedThird Avenue Real Estate Value Fund
    September 2026
    “No doubt a sobering take, it does not seem to be a widely held view within listed real estate as the data center and AI infrastructure-related companies have been among the leading performers so far this year. In fact, the J.P. Morgan U.S. Digital Infrastructure Index had increased by +24.2% through the first three quarters of the 2026 calendar year—despite yields for 10-year U.S. Treasury Notes experiencing the largest quarterly move upward in more than thirty years in the recent quarter.”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedInvenomic Fund
    August 2026
    “3. Public Equity markets are expected to exceed over $1.2 Trillion in net issuance in 2027 according to JP Morgan.”
    24 more words on why — unlock Invenomic Fund’s full comment
    Read the letter
    JPMorgan Chase & Co.
  • 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.
  • MentionedPeterson Investment Fund I
    June 2026
    “Bankers: JPMorgan Chase”
    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.
  • MentionedBoyar Value Group
    March 2026
    “The financial media then added to the unease by drawing comparisons to the period leading up to the 2008 financial crisis, including the collapse of a Bear Stearns hedge fund before the firm itself came under severe pressure and was forced to sell itself to JPMorgan Chase at a fire sale price.”
    64 more words on why — unlock Boyar Value Group’s full comment
    Read the letter
    JPMorgan Chase & Co.
  • MentionedLansing Street Advisors
    March 2026
    ““There is never just one cockroach.” —Jamie Dimon, JPMorgan”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedManole Capital
    December 2025
    “Payments & Stablecoins: Payments have traditionally been an area that prefers to move slowly. We often say that payments are more evolutionary than revolutionary, but that pattern is beginning to change. The gradual removal of paper checks and the decision to stop minting pennies illustrate how the system is finally moving away from outdated processes. At the same time, real-time payment networks continue to expand, and online and mobile transactions are gaining share across all demographics. Stablecoins are becoming a meaningful part of this evolution. They offer faster settlement, improved efficiency, and lower operational friction for businesses that move significant volumes of money each day. Major payment companies and financial institutions are actively exploring stablecoin pilots that enable instant payouts and real-time funding, particularly for cross- border and high-frequency transactions. The enduring appeal of card payments is their universality. Consumers trust that Visa and Mastercard will be accepted globally, allowing transactions to occur quickly and seamlessly, particularly on mobile devices. Card payments are fast, convenient, and offer meaningful consumer protections. Merchants have benefited from higher spending per visit, reduced cash-handling risks, and the growth of e-commerce and contactless transactions. These advantages are often taken for granted in today’s payments ecosystem. After more than 20 years of litigation, Visa and Mastercard agreed to yet another settlement that gives merchants greater flexibility, including the ability to surcharge and to opt out of “honor all cards” rules. While this may not meaningfully alter daily behavior at first, it could become frustrating for consumers who are told by clerks that certain Visa or Mastercard products are not accepted. We expect some retailers to prohibit the use of premium consumer cards while continuing to accept commercial or lower-tier cards. Increasingly, some merchants are choosing to dictate how customers pay. The old mantra that “the customer is always right” appears to be giving way to policies that restrict card choice. Being told that a Platinum American Express card, a Chase Sapphire Reserve Visa, or a World Elite Mastercard is not permitted, despite carrying the same network logo, feels counterintuitive.”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedSt James Investment
    March 2025
    “JPMorgan’s “Retail Radar” weekly report reveals that “buy the dip” remains alive well.”
    Read the letter
    JPMorgan Chase & Co.
  • MentionedGeneration IM
    March 2025
    “Notwithstanding the review, Northern Trust Asset Management and J.P. Morgan Asset Management followed BlackRock in exiting the initiative before the end of the quarter.”
    Read the letter
    JPMorgan Chase & Co.

Fund coverage · 2 theses

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