JPMorgan Chase & Co. $JPM is Rathbones Group PLC’s 8th Largest Position

Rathbones Group PLC trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.8% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,715,472 shares of the financial services provider’s stock after selling 22,135 shares during the quarter. JPMorgan Chase & Co. makes up 3.2% of Rathbones Group PLC’s portfolio, making the stock its 8th biggest holding. Rathbones Group PLC’s holdings in JPMorgan Chase & Co. were worth $798,783,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its holdings in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Acorns Advisers LLC grew its holdings in shares of JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after buying an additional 100 shares in the last quarter. Ignite Planners LLC raised its position in shares of JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after buying an additional 78 shares during the last quarter. Jump Financial LLC acquired a new position in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $1,475,000. Finally, Betterment LLC lifted its stake in shares of JPMorgan Chase & Co. by 27.5% during the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock valued at $571,000 after buying an additional 425 shares during the period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: New ETF expands fee-generating asset-management platform: J.P. Morgan Asset Management launched the actively managed JPMorgan U.S. Large Cap Value Plus ETF (JLVP), its first ETF using a long/short extension strategy. The product gives retail investors access to the firm’s value-investing research and could support long-term asset-gathering and fee revenue. J.P. Morgan Asset Management Launches JLVP
• Positive Sentiment: Analyst earnings outlook improved: Erste Group Bank raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76, above the $24.27 consensus estimate. The revision reinforces confidence in JPMorgan’s diversified revenue base and earnings momentum. Erste Group raises JPMorgan earnings estimate
• Positive Sentiment: Higher-for-longer rates may support net interest income: Analysis of the Federal Reserve’s hawkish pause highlighted JPMorgan’s rising 2026 net-interest-income outlook, strong capital position and diversified businesses as potential advantages if rates remain elevated. Fed’s hawkish pause analysis
• Neutral Sentiment: JPMorgan is leading the arranger group for CoreWeave’s $2.6 billion first-lien term loan. The transaction should generate underwriting fees, but the wider-than-initially marketed pricing reflects elevated borrower risk and does not materially change JPMorgan’s investment case. CoreWeave completes term loan
• Neutral Sentiment: A correction lowered previously reported cash distributions for two Canadian-listed JPMorgan ETFs. The change affects fund investors more directly than JPMorgan’s corporate earnings. JPMorgan ETF distribution correction
• Negative Sentiment: Dimon’s warnings that investors should prepare for volatility and avoid certain low-yield investments may reinforce concerns that markets and bank valuations face macroeconomic risks. Jamie Dimon investor warning
• Negative Sentiment: Coverage of JPMorgan’s involvement in FIFA’s plans to raise billions has triggered another football-related backlash, creating a reputational risk even though the direct financial impact is unclear. JPMorgan and FIFA controversy

Analysts Set New Price Targets

A number of brokerages recently issued reports on JPM. Royal Bank Of Canada raised their target price on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Robert W. Baird increased their price target on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 15th. Citigroup lifted their price objective on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research report on Monday, July 20th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $418.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $358.67.

Insider Transactions at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the sale, the chief operating officer owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This represents a 5.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 18,876 shares of company stock worth $5,907,051. 0.41% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Trading Up 0.1%

JPM stock opened at $352.18 on Monday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The company has a market cap of $943.68 billion, a price-to-earnings ratio of 15.09, a PEG ratio of 1.45 and a beta of 0.99. The business has a fifty day simple moving average of $328.81 and a 200-day simple moving average of $311.79. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $359.30.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. During the same quarter last year, the firm earned $4.96 earnings per share. The firm’s revenue for the quarter was up 27.7% compared to the same quarter last year. On average, equities research analysts expect that JPMorgan Chase & Co. will post 24.27 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Monday, July 6th were paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend was Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is currently 25.71%.

JPMorgan Chase & Co. Company 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.