Cadinha & Co. LLC Has $26.58 Million Stock Position in JPMorgan Chase & Co. $JPM

Posted by Brenda Bartman on Aug 27th, 2026

Cadinha & Co. LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 149.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 81,210 shares of the financial services provider’s stock after purchasing an additional 48,634 shares during the period. JPMorgan Chase & Co. makes up approximately 3.9% of Cadinha & Co. LLC’s holdings, making the stock its 8th largest position. Cadinha & Co. LLC’s holdings in JPMorgan Chase & Co. were worth $26,583,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in JPM. Brighton Jones LLC increased its stake in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Acorns Advisers LLC increased its position in shares of JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares in the last quarter. Ignite Planners LLC increased its position in shares of JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares in the last quarter. Jump Financial LLC purchased a new position in JPMorgan Chase & Co. in the 2nd quarter worth approximately $1,475,000. Finally, Betterment LLC lifted its position in JPMorgan Chase & Co. by 27.5% in the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock valued at $571,000 after acquiring an additional 425 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on JPM. Evercore restated an “outperform” rating and issued a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Weiss Ratings cut shares of JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a research note on Wednesday, August 19th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $418.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Royal Bank Of Canada increased their price objective on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $359.96.

View Our Latest Research Report on JPMorgan Chase & Co.

JPMorgan Chase & Co. Trading Up 0.1%

JPMorgan Chase & Co. stock opened at $357.22 on Thursday. The firm has a 50 day moving average of $346.22 and a 200 day moving average of $318.33. The firm has a market capitalization of $949.56 billion, a price-to-earnings ratio of 15.31, 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. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

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 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 revenue for the quarter was up 27.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.96 earnings per share. As a group, research analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year.

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 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 owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This represents a 3.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. 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 on 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 completion of the sale, the general counsel owned 40,961 shares of the company’s stock, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by insiders.

More JPMorgan Chase & Co. News

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

Positive Sentiment: Wells Fargo analyst Mike Mayo said JPMorgan could become the first bank to reach a $1 trillion market value, with a potential path toward $2 trillion over the next seven to eight years. The forecast reinforces confidence in the bank’s scale, earnings power and long-term growth prospects. JPMorgan valuation outlook
Positive Sentiment: JPMorgan is evaluating the possibility of launching its own stablecoin as banks increasingly develop blockchain-based payment products. A proprietary digital-dollar instrument could lower payment costs, deepen client relationships and create new fee opportunities, though execution and regulatory risks remain. JPMorgan stablecoin plans
Positive Sentiment: Jamie Dimon committed JPMorgan to as much as $750 billion in housing-related investment through 2035. Management views the housing shortage as a long-term lending and investment opportunity, potentially expanding loan growth and investment-banking activity. JPMorgan housing investment
Positive Sentiment: JPMorgan is hiring Citigroup’s Dan McDow to lead its East Coast technology investment-banking business, signaling continued investment in a potentially lucrative technology deal pipeline. JPMorgan technology banking hire
Neutral Sentiment: JPMorgan is reportedly relaxing some restrictions on lending against recently issued shares held by wealthy AI-company employees and investors. The change could attract high-value clients and boost lending revenue, but it also increases collateral and concentration risk. JPMorgan share-backed lending
Negative Sentiment: The SEC is scrutinizing JPMorgan and other prime brokers over risk controls surrounding a heavily leveraged hedge fund’s collapse. JPMorgan’s strong balance sheet limits immediate solvency concerns, but tighter margin rules or reduced leverage could pressure prime-brokerage revenue and market liquidity. SEC prime-broker investigation
Negative Sentiment: Reports of elevated layoffs raise questions about operating conditions and workforce reductions. The cuts may improve efficiency and margins, but could also signal weaker activity in some businesses. JPMorgan layoffs

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.