JPMorgan Chase & Co. $JPM Shares Bought by MOKAN Wealth Management Inc.

Posted by Francis Steltz on Aug 26th, 2026

MOKAN Wealth Management Inc. grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 19.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 18,467 shares of the financial services provider’s stock after acquiring an additional 3,038 shares during the period. JPMorgan Chase & Co. comprises about 2.3% of MOKAN Wealth Management Inc.’s holdings, making the stock its 13th biggest position. MOKAN Wealth Management Inc.’s holdings in JPMorgan Chase & Co. were worth $6,045,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Morgan Stanley boosted its position in JPMorgan Chase & Co. by 1.4% during the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock worth $21,390,662,000 after purchasing an additional 939,421 shares in the last quarter. Bank of America Corp DE raised its stake in shares of JPMorgan Chase & Co. by 15.8% during the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after buying an additional 8,941,351 shares during the last quarter. Norges Bank purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth about $11,396,496,000. Bank of New York Mellon Corp boosted its position in shares of JPMorgan Chase & Co. by 5.4% in the 4th quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock worth $7,547,837,000 after buying an additional 1,194,583 shares in the last quarter. Finally, Legal & General Group Plc grew its stake in JPMorgan Chase & Co. by 0.6% in the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock valued at $6,128,484,000 after acquiring an additional 110,586 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

JPM has been the subject of a number of research reports. Bank of America lifted their target price on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Barclays increased their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. Evercore restated an “outperform” rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Weiss Ratings lowered JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a research note on Wednesday, August 19th. Finally, Keefe, Bruyette & Woods raised 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 given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $359.96.

View Our Latest Stock Analysis on JPM

Insiders Place Their Bets

In related news, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction on Tuesday, August 11th. The stock was 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 in the company, valued at approximately $26,580,621.27. This represents a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the transaction, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. This trade represents a 11.78% 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. Corporate insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $356.84 on Wednesday. The firm’s 50-day moving average is $345.74 and its two-hundred day moving average is $318.00. 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 capitalization of $948.55 billion, a P/E ratio of 15.29, a P/E/G ratio of 1.47 and a beta of 0.99. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to the consensus estimate 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 quarterly revenue was up 27.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.96 earnings per share. Equities analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year.

Key Stories Impacting JPMorgan Chase & Co.

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

Positive Sentiment: Improving credit quality supports the outlook. JPMorgan’s card-credit trends are stabilizing, and a lower 2026 loss outlook suggests credit costs may have peaked, although interest rates remain a risk. JPMorgan’s Card Credit Trends Improve
Positive Sentiment: Analyst support and favorable bank rotation are helping JPM. Zacks included JPMorgan among stocks to buy as rates, oil and artificial intelligence reshape market leadership. Separately, lower Treasury yields and strength across banks have helped JPMorgan outperform during the technology-sector selloff. NVIDIA, JPM & 2 More Stocks to Buy
Positive Sentiment: JPMorgan is expanding its technology investment-banking capabilities. The bank is hiring Citigroup’s Dan McDow to lead its East Coast technology investment-banking business, potentially strengthening its position in AI and technology-related deal activity. JPMorgan Hiring Citigroup’s McDow
Neutral Sentiment: Layoffs create both an efficiency opportunity and a confidence concern. Reports say JPMorgan is experiencing its highest level of layoffs in more than a decade. Lower costs could improve profitability, but the scale of reductions may signal caution about growth and staffing needs. As Layoffs Keep Coming at JPMorgan
Negative Sentiment: Litigation and macroeconomic concerns remain overhangs. JPMorgan is defending shareholder lawsuits tied to multibillion-dollar buyout deals, while the bank criticized a proposed $4 billion Treasury bond buyback as an ineffective approach to managing U.S. debt. These issues are not currently disrupting operations but could add reputational or regulatory risk. JPMorgan and Morgan Stanley Sued

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.