Tema ETFs LLC Purchases 2,001 Shares of JPMorgan Chase & Co. $JPM

Tema ETFs LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 38,205 shares of the financial services provider’s stock after acquiring an additional 2,001 shares during the quarter. Tema ETFs LLC’s holdings in JPMorgan Chase & Co. were worth $12,506,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the company. Morgan Stanley boosted its stake in shares of JPMorgan Chase & Co. by 1.4% in the 4th quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock valued at $21,390,662,000 after purchasing an additional 939,421 shares during the last quarter. Bank of America Corp DE raised its stake in shares of JPMorgan Chase & Co. by 15.8% during the first 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 acquired a new position in JPMorgan Chase & Co. in the fourth quarter valued at approximately $11,396,496,000. Bank of New York Mellon Corp lifted its holdings in JPMorgan Chase & Co. by 5.4% in the fourth quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock valued at $7,547,837,000 after buying an additional 1,194,583 shares during the period. Finally, Legal & General Group Plc boosted its stake in JPMorgan Chase & Co. by 0.6% in the fourth 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. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Analysts raised JPMorgan’s earnings estimates. Erste Group increased its 2026 EPS forecast to $25.00 from $24.90 and its 2027 forecast to $25.04 from $24.86. Both estimates exceed the current consensus forecast of $24.27, providing a supportive signal for JPM stock. Erste Group earnings estimate report
• Positive Sentiment: JPMorgan is expanding its technology and financing businesses. The bank led a $441 million debt financing for AI infrastructure company Global AI, benefiting from demand for data centers. Separately, its Kinexys blockchain platform is being used for Schroders’ tokenized U.S. dollar money-market fund, representing a move toward commercial adoption of JPMorgan’s digital-asset infrastructure. JPMorgan AI infrastructure debt deal JPMorgan tokenized money-market fund mandate
• Positive Sentiment: JPMorgan raised its year-end S&P 500 target to 8,000. The firm cited stronger corporate earnings and increasingly productive AI investments. The bullish outlook can improve market sentiment and potentially support JPMorgan’s asset-management, investment-banking and trading businesses, although it does not directly change JPM’s earnings forecast. JPMorgan raises S&P 500 target
• Neutral Sentiment: JPMorgan will become the Olympics’ first global banking partner. The agreement covers the 2028 Los Angeles and 2030 French Alps Games and reportedly exceeds $200 million per four-year cycle. It strengthens JPMorgan’s global brand and marketing reach, but the substantial sponsorship cost makes the near-term financial impact uncertain. JPMorgan Olympics partnership
• Neutral Sentiment: Chief Human Resources Officer Robin Leopold sold 2,500 shares. The transaction was made under a pre-arranged Rule 10b5-1 plan, and she continues to own 73,547 shares. The planned nature and relatively small reduction lessen its significance as a bearish signal. JPMorgan insider transaction filing
• Negative Sentiment: CEO Jamie Dimon reiterated macroeconomic warnings. He cautioned that inflation may remain elevated and that excessive margin debt and hidden leverage could amplify a market selloff. Higher-for-longer interest rates and financial-market volatility could weigh on loan demand, credit quality and investor sentiment.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on JPM. Evercore reissued an “outperform” rating and issued a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Bank of America increased their target price on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Argus lifted their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Finally, Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price for the company in a research note on Wednesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus price target of $359.33.

JPMorgan Chase & Co. Trading Up 0.6%

NYSE JPM opened at $361.93 on Wednesday. The firm has a market cap of $962.09 billion, a P/E ratio of 15.51, a P/E/G ratio of 1.48 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 stock’s 50-day moving average is $336.78 and its 200-day moving average is $314.23. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $363.12.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend was Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 25.71%.

Insider Activity at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the company’s 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 completion of the transaction, the insider owned 73,547 shares in the company, valued at $26,580,621.27. This represents a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the sale, 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 position. 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. Insiders have sold a total of 13,435 shares of company stock worth $4,353,502 over the last 90 days. Corporate insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Company Profile

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.