JPMorgan Chase & Co. $JPM Shares Sold by Sumitomo Mitsui DS Asset Management Company Ltd

Posted by Brian Himes on Aug 17th, 2026

Sumitomo Mitsui DS Asset Management Company Ltd cut its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 701,872 shares of the financial services provider’s stock after selling 2,055 shares during the quarter. JPMorgan Chase & Co. accounts for 1.6% of Sumitomo Mitsui DS Asset Management Company Ltd’s holdings, making the stock its 10th largest holding. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in JPMorgan Chase & Co. were worth $229,744,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Timmons Wealth Management LLC purchased a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at approximately $27,000. Caitong International Asset Management Co. Ltd purchased a new stake in JPMorgan Chase & Co. during the 4th quarter worth approximately $32,000. MBM Wealth Consultants LLC purchased a new stake in JPMorgan Chase & Co. during the 1st quarter worth approximately $29,000. Osbon Capital Management LLC acquired a new stake in JPMorgan Chase & Co. during the 4th quarter worth approximately $35,000. Finally, Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the 3rd quarter valued at approximately $35,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the transaction, the insider directly owned 73,547 shares of the company’s stock, valued at $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,435 shares of company stock worth $4,353,502 in the last three months. Corporate insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. HSBC upped their price objective on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. UBS Group boosted their target price on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research note on Monday, August 3rd. Citigroup upped their price target on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a report on Monday, July 20th. Jefferies Financial Group set a $350.00 price objective on JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, Barclays upped their target price on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average price target of $359.96.

Read Our Latest Research Report on JPMorgan Chase & Co.

JPMorgan Chase & Co. Stock Down 0.1%

JPMorgan Chase & Co. stock opened at $362.55 on Monday. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. The stock has a market cap of $963.72 billion, a PE ratio of 15.53, a P/E/G ratio of 1.49 and a beta of 0.99. The stock’s fifty day moving average is $340.11 and its two-hundred day moving average is $315.56.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly 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 company had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same period in the previous year, the business earned $4.96 EPS. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.

JPMorgan Chase & Co. News Summary

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

Positive Sentiment: JPMorgan was named the first global banking partner of the Olympic and Paralympic Games. The sponsorship should increase the bank’s international brand visibility and may create opportunities across commercial banking, payments and wealth management. What Does JPMorgan Chase Olympic Deal And Banking Exit Mean Now?
Positive Sentiment: JPMorgan’s strategists remain constructive on equities for the second half of the year, expecting broader participation from cyclical and higher-beta stocks. A stronger market could support the firm’s investment-banking, trading and asset-management businesses. JPMorgan Sees Further Equity Upside in Second Half
Positive Sentiment: The bank declared dividends on its Series II, OO and PP preferred stock, signaling continued capacity to meet capital-return obligations. The announcement is routine and does not change common-stock earnings expectations. JPMorganChase Declares Preferred Stock Dividends
Neutral Sentiment: JPMorgan disclosed larger second-quarter positions in Bitcoin and Ether ETFs. Because the filing combines positions across multiple investment-management entities, the purchases may reflect client or fund activity rather than a firmwide bullish cryptocurrency view. JPMorgan Boosts Bitcoin and Ether ETF Positions
Negative Sentiment: Reports that JPMorgan ended its banking relationship with Polymarket over regulatory concerns renewed scrutiny of the bank’s exposure to prediction markets. Although JPMorgan reportedly maintains other ties and could pursue future underwriting work, the episode highlights compliance and reputational risks. JPMorgan Debanked Polymarket Over Regulatory Concerns
Negative Sentiment: Financial stocks traded lower during the afternoon, with the NYSE Financial Index also declining. The sector-wide pressure is likely weighing on JPMorgan alongside profit-taking after its strong run toward its 12-month high. Sector Update: Financial Stocks Softer Friday Afternoon

JPMorgan Chase & Co. 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.