Mission Wealth Management LP Boosts Stock Holdings in JPMorgan Chase & Co. $JPM

Mission Wealth Management LP lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 74.7% in the 2nd quarter, Holdings Channel.com reports. The fund owned 110,524 shares of the financial services provider’s stock after buying an additional 47,275 shares during the quarter. JPMorgan Chase & Co. comprises approximately 0.4% of Mission Wealth Management LP’s investment portfolio, making the stock its 23rd largest position. Mission Wealth Management LP’s holdings in JPMorgan Chase & Co. were worth $36,178,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth $11,396,496,000. Bank of America Corp DE lifted its holdings 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 valued at $19,314,681,000 after purchasing an additional 8,941,351 shares in the last quarter. Cardano Risk Management B.V. lifted its holdings in shares of JPMorgan Chase & Co. by 889.3% during the fourth quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock valued at $2,794,785,000 after purchasing an additional 7,796,814 shares in the last quarter. American Assets Investment Management LLC boosted its position in shares of JPMorgan Chase & Co. by 1,172.2% during the fourth quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock valued at $728,024,000 after buying an additional 2,081,800 shares during the last quarter. Finally, Viking Global Investors LP boosted its position in shares of JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after buying an additional 1,870,386 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

JPM opened at $365.31 on Thursday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The company has a market cap of $971.06 billion, a price-to-earnings ratio of 15.65, a PEG ratio of 1.49 and a beta of 0.99. The company’s 50 day moving average is $338.07 and its 200 day moving average is $314.66. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.09.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Monday, July 6th were given a $1.50 dividend. The ex-dividend date was Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.6%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan raised its S&P 500 year-end target to 8,000. The firm cited stronger corporate earnings and evidence that AI investment is accelerating cloud revenue and corporate backlogs. A stronger market could benefit JPMorgan’s investment banking, trading and asset-management businesses. JPMorgan S&P 500 target article
• Positive Sentiment: Analysts increased JPMorgan’s earnings expectations. Erste Group lifted its 2026 EPS estimate to $25.00 and its 2027 forecast to $25.04, both above consensus. JPMorgan also said APAC corporate-banking revenue rose more than 20%, supported by AI infrastructure, data centers and intra-Asia trade, potentially providing additional growth into 2027. JPMorgan Asia-Pacific growth article
• Positive Sentiment: JPMorgan raised its Singapore stocks target. The upgrade reflects confidence that economic growth is holding up, reinforcing the bank’s constructive view on parts of Asia and its regional corporate-banking opportunity. Singapore stocks target article
• Neutral Sentiment: JPMorgan announced distributions for its Canadian-listed ETFs. The payments support asset-management visibility and recurring fee activity, but are unlikely to materially affect JPM’s near-term earnings. JPMorgan ETF distributions
• Neutral Sentiment: JPMorgan agreed to become the Olympics’ first global banking partner. The sponsorship expands global branding through the 2028 and 2030 Games, but its reported cost of more than $200 million per four-year cycle creates an uncertain financial return. JPMorgan Olympics partnership
• Negative Sentiment: Jamie Dimon repeated macroeconomic and geopolitical warnings. He cautioned that inflation may remain persistent and that the dollar’s reserve-currency status could be threatened if the U.S. loses its economic or military edge. Higher-for-longer rates and market volatility could pressure credit quality and loan demand.
• Negative Sentiment: An insider sold 2,500 JPM shares. Robin Leopold’s roughly $904,000 sale was executed under a pre-arranged Rule 10b5-1 plan, reducing its significance as a bearish signal but still adding modest selling pressure. JPMorgan insider sale

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on JPM shares. Citigroup boosted their target price on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a research report on Monday, July 20th. Evercore reaffirmed an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. UBS Group lifted their price target on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research note on Monday, August 3rd. Jefferies Financial Group set a $350.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Finally, Barclays increased their price objective 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. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus price target of $359.33.

Insider Activity at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,468 shares of the company’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the sale, the general counsel directly owned 46,428 shares in the company, valued at $13,940,935.56. This represents a 10.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, 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 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 sale, the insider owned 73,547 shares of the company’s stock, valued at $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,435 shares of company stock worth $4,353,502 over the last quarter. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. 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.