Global Wealth Strategies & Associates raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 393.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,027 shares of the financial services provider’s stock after acquiring an additional 6,400 shares during the quarter. JPMorgan Chase & Co. makes up about 0.5% of Global Wealth Strategies & Associates’ holdings, making the stock its 27th biggest holding. Global Wealth Strategies & Associates’ holdings in JPMorgan Chase & Co. were worth $2,627,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares during the last quarter. Acorns Advisers LLC increased its stake in JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares during the last quarter. Ignite Planners LLC increased its stake in 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 purchasing an additional 78 shares during the last quarter. Jump Financial LLC acquired a new stake in JPMorgan Chase & Co. during the second quarter worth approximately $1,475,000. Finally, Betterment LLC raised its holdings in JPMorgan Chase & Co. by 27.5% during the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after purchasing an additional 425 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.
Key Headlines Impacting JPMorgan Chase & Co.
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
JPMorgan Chase & Co. Price Performance
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same period last year, the firm posted $4.96 earnings per share. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 24.27 EPS for the current year.
JPMorgan Chase & Co. Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were paid a dividend of $1.50 per share. The ex-dividend date was Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio is currently 25.71%.
Analysts Set New Price Targets
JPM has been the subject of several research analyst reports. Robert W. Baird upped their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a report on Wednesday, July 15th. HSBC lifted their price target on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research note on Monday, May 4th. The Goldman Sachs Group reissued a “buy” rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Citigroup upped their price objective on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research note on Monday, July 20th. Finally, Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. One 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. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $358.67.
View Our Latest Analysis on JPM
Insiders Place Their Bets
In other news, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the sale, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the sale, the general counsel owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This trade represents a 10.54% 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 three months, insiders have sold 18,876 shares of company stock valued at $5,907,051. Insiders own 0.41% of the company’s stock.
About JPMorgan Chase & Co.
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.
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