JPMorgan Chase & Co. $JPM Stake Raised by Oregon Public Employees Retirement Fund

Posted by Brian Himes on Aug 28th, 2026

Oregon Public Employees Retirement Fund lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 329,476 shares of the financial services provider’s stock after buying an additional 20,704 shares during the period. JPMorgan Chase & Co. makes up about 1.2% of Oregon Public Employees Retirement Fund’s investment portfolio, making the stock its 15th largest holding. Oregon Public Employees Retirement Fund’s holdings in JPMorgan Chase & Co. were worth $107,847,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Axxcess Wealth Management LLC increased its position in JPMorgan Chase & Co. by 5.0% in the 2nd quarter. Axxcess Wealth Management LLC now owns 136,590 shares of the financial services provider’s stock valued at $44,710,000 after acquiring an additional 6,515 shares during the period. Paragon Private Wealth Management LLC boosted its position in JPMorgan Chase & Co. by 12.8% during the 2nd quarter. Paragon Private Wealth Management LLC now owns 12,117 shares of the financial services provider’s stock worth $3,966,000 after acquiring an additional 1,378 shares during the period. Jim Saulnier & Associates LLC boosted its position in JPMorgan Chase & Co. by 5.8% during the 2nd quarter. Jim Saulnier & Associates LLC now owns 1,192 shares of the financial services provider’s stock worth $390,000 after acquiring an additional 65 shares during the period. Defined Wealth Management LLC grew its stake in shares of JPMorgan Chase & Co. by 0.9% in the second quarter. Defined Wealth Management LLC now owns 7,705 shares of the financial services provider’s stock worth $2,522,000 after purchasing an additional 71 shares in the last quarter. Finally, A4 Wealth Advisors LLC grew its stake in shares of JPMorgan Chase & Co. by 10.2% in the second quarter. A4 Wealth Advisors LLC now owns 5,712 shares of the financial services provider’s stock worth $1,870,000 after purchasing an additional 531 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $354.21 on Friday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The business’s 50-day moving average price is $346.80 and its 200 day moving average price is $318.55. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The firm has a market cap of $941.55 billion, a P/E ratio of 15.18, a PEG ratio of 1.47 and a beta of 0.99.

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

Analyst Ratings Changes

A number of brokerages recently weighed in on JPM. Barclays lifted their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. The Goldman Sachs Group reiterated a “buy” rating and issued a $418.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. HSBC raised their target price on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research note on Monday, May 4th. Jefferies Financial Group set a $350.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average target price of $359.96.

Get Our Latest Stock Analysis on JPMorgan Chase & Co.

More JPMorgan Chase & Co. News

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

Positive Sentiment: JPMorgan is evaluating a stablecoin that could expand its blockchain-based payments capabilities, reduce settlement friction and strengthen relationships with institutional digital-finance customers. The initiative could support new fee revenue and improve the bank’s competitive position in payments. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge?
Positive Sentiment: JPMorgan’s plan to commit as much as $750 billion to housing investment through 2035 highlights a sizable lending and investment opportunity amid the U.S. housing shortage. The strategy may broaden long-term growth, although returns will depend on execution and credit conditions. Jamie Dimon Committed JPMorgan to $750 Billion of Housing Investment Through 2035
Positive Sentiment: Analyst commentary continues to emphasize JPMorgan’s earnings strength and potential to become the first bank valued at $1 trillion, supporting the bullish long-term narrative. The shares already trade at a premium valuation, however, which raises the importance of continued profit growth. JPMorgan Chase & Co. Could Soon Be Worth $1 Trillion
Neutral Sentiment: JPMorgan and affiliates disclosed that they fell below the substantial-holder threshold in Australia-listed ASX Ltd. The transaction is unlikely to materially affect JPMorgan’s operating results or valuation. JPMorgan Group Drops Below Substantial Holder Threshold in ASX Ltd
Negative Sentiment: A technical Federal Reserve capital formula could reduce JPMorgan’s expected capital relief by approximately $13 billion—an amount described as equivalent to roughly 61% of quarterly profit. Investors may view the possibility as a significant constraint on buybacks, dividends or balance-sheet flexibility. JPMorgan Prices One Fed Formula at 61% of Quarterly Profit
Negative Sentiment: The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to hedge fund Situational Awareness after a 67% drawdown. The investigation increases legal, compliance and potential credit-risk concerns, although no wrongdoing was established in the report. SEC Probe Puts Wall Street Leverage Risk Back in Focus
Negative Sentiment: Major banks, including JPMorgan, are opposing revisions to the Federal Reserve’s systemically important bank capital surcharge. Ongoing uncertainty over the final rules could keep pressure on the sector’s capital-return outlook. Market Chatter: Major US Banks Clash Over Fed’s GSIB Capital Surcharge Revision

Insider Buying and Selling

In related news, General Counsel Stacey Friedman sold 5,467 shares of the 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 sale, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This represents 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 at 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 firm’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider owned 73,547 shares of the company’s stock, valued at $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by insiders.

About JPMorgan Chase & Co.

(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.