Gradient Investments LLC Has $67.41 Million Holdings in JPMorgan Chase & Co. $JPM

Posted by Brian Himes on Aug 8th, 2026

Gradient Investments LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 205,948 shares of the financial services provider’s stock after purchasing an additional 12,346 shares during the period. JPMorgan Chase & Co. accounts for about 0.9% of Gradient Investments LLC’s investment portfolio, making the stock its 22nd largest position. Gradient Investments LLC’s holdings in JPMorgan Chase & Co. were worth $67,413,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Timmons Wealth Management LLC bought a new position in JPMorgan Chase & Co. during the fourth quarter valued at approximately $27,000. MBM Wealth Consultants LLC bought a new stake in JPMorgan Chase & Co. in the first quarter worth approximately $29,000. Caitong International Asset Management Co. Ltd bought a new stake in JPMorgan Chase & Co. in the fourth quarter worth approximately $32,000. Osbon Capital Management LLC bought a new stake in JPMorgan Chase & Co. in the fourth quarter worth approximately $35,000. Finally, Turning Point Benefit Group Inc. acquired a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth $35,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Trading Up 0.3%

NYSE:JPM opened at $357.44 on Friday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $363.00. The firm has a market cap of $957.76 billion, a price-to-earnings ratio of 15.31, a P/E/G ratio of 1.47 and a beta of 0.99. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The company’s 50 day moving average is $334.33 and its 200-day moving average is $313.40.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were paid a $1.50 dividend. 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 (DPR) is presently 25.71%.

More JPMorgan Chase & Co. News

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

Positive Sentiment: AI spending could support economic growth. Dimon said hyperscalers’ heavy AI infrastructure spending is likely to pay off, contributing to U.S. GDP growth, job creation and demand for construction materials. Sustained AI-related financing and advisory activity could benefit JPMorgan’s investment banking and commercial businesses. AI spending and Jamie Dimon
Positive Sentiment: Payments platform gains a new merchant offering. Klarna’s integration with J.P. Morgan Payments is now live in the U.S., allowing merchants to offer installment and flexible-payment options without a separate integration. The deal may strengthen JPMorgan’s payments ecosystem and help retain or attract commerce-platform clients. Klarna integration with J.P. Morgan Payments
Positive Sentiment: Swift framework expands cross-border payments. JPMorgan and Bank of America have launched Swift’s new payment framework, supporting faster international transfers for U.S. users and reinforcing JPMorgan’s position in global transaction banking. Swift payment framework launch
Neutral Sentiment: Quarterly filing provides updated disclosure. JPMorgan filed its Form 10-Q for the quarter ended June 30, but the available announcement does not highlight new financial results or material changes. Investors will need to review the filing for details on credit quality, capital, trading performance and expenses. JPMorgan Form 10-Q filing
Negative Sentiment: Dimon’s leverage warning creates a risk overhang. He said margin debt is at record highs and that hidden borrowing through hedge funds, prime brokerages and leveraged ETFs could trigger a sudden market disruption. He also warned that AI-driven capital demand, geopolitical tensions and fiscal deficits could keep inflation and interest rates elevated, potentially pressuring asset values and trading conditions. Jamie Dimon leverage warning

Analyst Ratings Changes

A number of research analysts have recently weighed in on JPM shares. UBS Group raised their price target on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a report on Monday. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Truist Financial increased their target price on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research report on Wednesday, July 15th. Piper Sandler raised their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Finally, Keefe, Bruyette & Woods boosted their price target on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $359.33.

Check Out Our Latest Stock Report on JPM

Insider Buying and Selling

In related news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the transaction, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This trade represents a 10.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company 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.