JPMorgan Chase & Co. $JPM Shares Purchased by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 898.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 359,277 shares of the financial services provider’s stock after acquiring an additional 323,294 shares during the period. JPMorgan Chase & Co. comprises approximately 0.4% of Rakuten Investment Management Inc.’s holdings, making the stock its 16th biggest holding. Rakuten Investment Management Inc.’s holdings in JPMorgan Chase & Co. were worth $116,316,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Fidelis Capital Partners LLC grew its stake in JPMorgan Chase & Co. by 7.9% in the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after acquiring an additional 5,101 shares during the period. Howard Capital Management Inc. grew its stake in JPMorgan Chase & Co. by 18.2% in the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after acquiring an additional 3,976 shares during the period. Andra AP fonden grew its stake in JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after acquiring an additional 3,300 shares during the period. Newbridge Financial Services Group Inc. grew its stake in JPMorgan Chase & Co. by 51.7% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after acquiring an additional 3,027 shares during the period. Finally, Banco Santander S.A. grew its stake in JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after acquiring an additional 37,550 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 3,022 shares of the company’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the sale, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. This represents a 8.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the company’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the sale, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 28,589 shares of company stock valued at $8,747,496 in the last quarter. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Up 3.7%

Shares of JPMorgan Chase & Co. stock opened at $331.13 on Wednesday. The company has a fifty day moving average price of $307.51 and a 200 day moving average price of $307.30. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a twelve month low of $267.80 and a twelve month high of $337.25. The stock has a market cap of $887.27 billion, a price-to-earnings ratio of 15.86, a price-to-earnings-growth ratio of 1.56 and a beta of 1.00.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same period in the prior year, the company earned $5.07 EPS. The firm’s revenue was up 10.0% on a year-over-year basis. Equities research analysts forecast that JPMorgan Chase & Co. will post 22.4 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is 28.74%.

Wall Street Analyst Weigh In

JPM has been the subject of several research reports. The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Wells Fargo & Company lowered their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. Autonomous Res lowered their price objective on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Finally, Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Fourteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Hold” and an average target price of $339.08.

JPMorgan Chase & Co. News Roundup

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: JPMorgan’s trading desk and broader market commentary point to a “risk-on” move that favors banks, as easing oil shock fears and lower rate-cut expectations support financial stocks. Stock Market Poised for ‘Broad Risk-On Impulse,’ Says JPMorgan
• Positive Sentiment: Reports that JPMorgan Chase is planning to expand its Chase digital bank into at least three additional European countries, with France, Spain and Italy among the markets under consideration, suggest a new long-term growth opportunity. JPMorgan mulls Chase expansion into Europe’s largest markets, FT reports
• Positive Sentiment: JPMorgan also highlighted that the AI buildout is becoming a major financing opportunity, reinforcing the bank’s role as a key lender and capital markets provider in a large new funding cycle. The AI Boom Is Becoming A $4.1 Trillion Debt Story, JPMorgan Says
• Neutral Sentiment: JPMorgan Chase & Co. announced it will host its second-quarter 2026 earnings call on July 14, keeping investors focused on upcoming results but not changing fundamentals by itself. JPMorganChase to Host Second-Quarter 2026 Earnings Call
• Neutral Sentiment: Articles noting that JPM has attracted investor attention and is trading near recent highs mainly reflect strong sentiment and momentum rather than new company-specific financial data. JPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should Know

JPMorgan Chase & Co. Profile

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.