JPMorgan Chase & Co. $JPM is Oppenheimer Asset Management Inc.’s 5th Largest Position

Posted by Stanley Muller on May 12th, 2026

Oppenheimer Asset Management Inc. lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 5.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 436,381 shares of the financial services provider’s stock after selling 23,751 shares during the period. JPMorgan Chase & Co. makes up approximately 1.7% of Oppenheimer Asset Management Inc.’s holdings, making the stock its 5th biggest holding. Oppenheimer Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $140,611,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of JPM. Legal & General Group Plc grew its holdings in shares of JPMorgan Chase & Co. by 3.3% in the third quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock worth $5,964,459,000 after purchasing an additional 607,025 shares during the last quarter. Fisher Asset Management LLC lifted its holdings in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock valued at $4,959,330,000 after buying an additional 347,033 shares in the last quarter. Invesco Ltd. boosted its position in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock valued at $4,622,675,000 after buying an additional 322,735 shares during the period. Boston Partners boosted its position in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Boston Partners now owns 7,492,763 shares of the financial services provider’s stock valued at $2,360,045,000 after buying an additional 168,184 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. grew its stake in JPMorgan Chase & Co. by 0.5% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,809,417 shares of the financial services provider’s stock worth $2,147,894,000 after acquiring an additional 31,421 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan is pushing deeper into fintech-style banking to attract Gen Z customers, rolling out low-fee Chase accounts and an upgraded app aimed at winning 30 million new-to-banking users. Article Title
Positive Sentiment: JPMorgan also continued to highlight opportunities in global markets, including a more constructive view on Asian tech and KOSPI exposure tied to the AI and memory-cycle boom, reinforcing the firm’s strong research franchise. Article Title
Neutral Sentiment: JPMorgan’s analysts issued several high-profile calls on other companies, including a new hold on Oklo and a lower price target on McDonald’s, keeping the bank visible in the market but not directly changing JPM’s earnings outlook. Article Title
Neutral Sentiment: Separately, commentary from JPMorgan strategists warned that inflation, geopolitical fragmentation, and oil-price shocks remain key market risks, which may support a cautious tone toward financial stocks. Article Title
Negative Sentiment: A JPMorgan-led lender group reduced a credit facility for troubled FS KKR Capital and raised borrowing costs, a reminder that credit stress in private markets could be a headwind for the broader lending environment. Article Title
Negative Sentiment: Investor speculation about whether Jamie Dimon could eventually step down also hovered over the stock, creating some governance and succession uncertainty for JPMorgan Chase & Co. Article Title

Analyst Ratings Changes

A number of equities analysts have recently commented on JPM shares. CICC Research began coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price on the stock. Evercore boosted their price target on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an “outperform” rating in a report on Friday, April 17th. The Goldman Sachs Group set a $361.00 price objective on JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Daiwa Securities Group reduced their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. Finally, Autonomous Res decreased their target price on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $338.12.

Check Out Our Latest Research Report on JPM

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $299.75 on Tuesday. 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’s 50 day moving average price is $299.53 and its 200-day moving average price is $307.27. JPMorgan Chase & Co. has a 52-week low of $256.00 and a 52-week high of $337.25. The company has a market cap of $803.18 billion, a PE ratio of 14.36, a P/E/G ratio of 1.47 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS 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 the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. JPMorgan Chase & Co.’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $5.07 earnings per share. Sell-side analysts forecast that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Monday, April 6th were given a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend was Monday, April 6th. JPMorgan Chase & Co.’s payout ratio is presently 28.74%.

Insider Activity

In other news, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the transaction, the chief financial officer owned 32,438 shares of the company’s stock, valued at $10,036,641.58. The trade was a 8.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 79,849 shares of company stock worth $24,522,956 over the last ninety days. 0.41% of the stock is currently owned by corporate insiders.

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.