JPMorgan Chase & Co. $JPM Stock Holdings Raised by QRG Capital Management Inc.

Posted by Francis Steltz on May 15th, 2026

QRG Capital Management Inc. lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 447,945 shares of the financial services provider’s stock after buying an additional 26,763 shares during the quarter. JPMorgan Chase & Co. makes up about 1.6% of QRG Capital Management Inc.’s portfolio, making the stock its 10th biggest position. QRG Capital Management Inc.’s holdings in JPMorgan Chase & Co. were worth $144,337,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in JPM. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $32,000. Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $35,000. Miller Global Investments LLC purchased a new stake in JPMorgan Chase & Co. in the 4th quarter valued at about $52,000. Collier Financial purchased a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at about $60,000. Finally, Nvest Wealth Strategies Inc. purchased a new stake in JPMorgan Chase & Co. in the 4th quarter valued at about $62,000. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. News Summary

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

Positive Sentiment: JPMorgan’s early investment in startup relationships is paying off, with reports saying the bank now leads global tech investment banking after winning major mandates from companies like Pattern Group. This supports the view that JPM is gaining share in a lucrative fee-generating business. Article Title
Positive Sentiment: JPMorgan Asset Management launched a second tokenized money market fund on Ethereum, reinforcing its leadership in blockchain-based financial products and potentially opening a new growth avenue tied to stablecoin and on-chain liquidity demand. Article Title
Positive Sentiment: JPMorgan’s asset and wealth management business remains a standout, with revenue and assets under management rising, which should help offset slower areas and support earnings durability. Article Title
Neutral Sentiment: Several articles focused on JPMorgan’s strategic positioning in tech banking, private-credit trading, and leadership changes in investment banking. These are generally operationally constructive but not immediate stock catalysts. Article Title
Neutral Sentiment: DBS Bank reportedly upgraded JPM to “hold,” which suggests steadier sentiment but not a strong near-term bullish shift. Article Title
Negative Sentiment: CEO Jamie Dimon warned that JPMorgan could reconsider its planned London headquarters expansion if the UK becomes “hostile” to banks through higher taxes or tighter regulation. That adds geopolitical and policy uncertainty around a major long-term investment. Article Title
Negative Sentiment: Recent fund-flow reporting showed Smead Capital Management reduced its JPM position, which may reinforce some caution around the shares, even if the impact is limited. Article Title

JPMorgan Chase & Co. Trading Down 0.1%

NYSE:JPM opened at $299.93 on Friday. JPMorgan Chase & Co. has a one year low of $256.00 and a one year high of $337.25. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market cap of $803.66 billion, a P/E ratio of 14.36, a P/E/G ratio of 1.46 and a beta of 1.03. The firm has a 50-day simple moving average of $299.70 and a 200-day simple moving average of $307.39.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its 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. The company had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.’s revenue was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $5.07 earnings per share. Equities analysts anticipate that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were issued a dividend of $1.50 per share. The ex-dividend date was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction dated 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 owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 79,849 shares of company stock valued at $24,522,956 over the last 90 days. Insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

JPM has been the subject of several research reports. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Royal Bank Of Canada reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. The Goldman Sachs Group set a $361.00 price objective on JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $338.12.

View Our Latest Analysis on JPM

JPMorgan Chase & Co. Company Profile

(Free Report)

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.