Milford Funds Ltd. Purchases 95,513 Shares of JPMorgan Chase & Co. $JPM

Posted by Brian Himes on Aug 31st, 2026

Milford Funds Ltd. boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 50.7% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 284,028 shares of the financial services provider’s stock after purchasing an additional 95,513 shares during the period. JPMorgan Chase & Co. comprises approximately 1.5% of Milford Funds Ltd.’s investment portfolio, making the stock its 18th largest position. Milford Funds Ltd.’s holdings in JPMorgan Chase & Co. were worth $92,971,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of JPM. Elevated Private Wealth LLC purchased a new position in shares of JPMorgan Chase & Co. during the second quarter worth approximately $1,393,000. Overbrook Management Corp boosted its stake in shares of JPMorgan Chase & Co. by 11.3% in the 2nd quarter. Overbrook Management Corp now owns 17,629 shares of the financial services provider’s stock valued at $5,771,000 after purchasing an additional 1,784 shares in the last quarter. Spectrum Investment Advisors Inc. grew its holdings in shares of JPMorgan Chase & Co. by 111.2% during the 2nd quarter. Spectrum Investment Advisors Inc. now owns 1,489 shares of the financial services provider’s stock valued at $487,000 after purchasing an additional 784 shares during the last quarter. Bigelow Investment Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.8% during the 2nd quarter. Bigelow Investment Advisors LLC now owns 10,630 shares of the financial services provider’s stock valued at $3,480,000 after purchasing an additional 89 shares during the last quarter. Finally, Blue Line Capital LLC IL raised its position in JPMorgan Chase & Co. by 46.4% in the 2nd quarter. Blue Line Capital LLC IL now owns 7,706 shares of the financial services provider’s stock worth $2,522,000 after purchasing an additional 2,441 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the transaction, 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 filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction that occurred 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 sale, the insider directly owned 73,547 shares in the company, valued at approximately $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 corporate insiders.

Key JPMorgan Chase & Co. News

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

Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease
Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows
Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge?
Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks
Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit

Analyst Ratings Changes

Several analysts have weighed in on the stock. Truist Financial boosted their price target on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research note on Wednesday, July 15th. Royal Bank Of Canada raised their price objective on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. Keefe, Bruyette & Woods boosted their target price on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. Weiss Ratings cut JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a report on Wednesday, August 19th. Finally, HSBC raised their price target on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $359.96.

Read Our Latest Analysis on JPM

JPMorgan Chase & Co. Stock Down 0.0%

NYSE JPM opened at $357.54 on Monday. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The stock has a market capitalization of $950.41 billion, a PE ratio of 15.32, a PEG ratio of 1.47 and a beta of 0.99. 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 business’s 50-day moving average is $347.44 and its 200 day moving average is $318.80.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) 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 business had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the previous year, the firm earned $4.96 EPS. The company’s quarterly revenue was up 27.7% compared to the same quarter last year. Sell-side analysts forecast that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year.

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.