JPMorgan Chase & Co. $JPM Shares Sold by China Universal Asset Management Co. Ltd.

China Universal Asset Management Co. Ltd. lowered its position in JPMorgan Chase & Co. (NYSE:JPMFree Report) by 25.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,090 shares of the financial services provider’s stock after selling 2,453 shares during the quarter. China Universal Asset Management Co. Ltd.’s holdings in JPMorgan Chase & Co. were worth $2,236,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Creative Planning boosted its holdings in shares of JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after acquiring an additional 29,844 shares in the last quarter. Aviva PLC boosted its stake in JPMorgan Chase & Co. by 6.0% during the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after purchasing an additional 126,742 shares in the last quarter. Triangle Securities Wealth Management increased its position in shares of JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares during the period. Brighton Jones LLC increased its position in shares of 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 during the period. Finally, Envestnet Asset Management Inc. raised its stake in shares of JPMorgan Chase & Co. by 2.9% in the 2nd quarter. Envestnet Asset Management Inc. now owns 7,280,489 shares of the financial services provider’s stock worth $2,110,304,000 after buying an additional 202,787 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages recently weighed in on JPM. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, Robert W. Baird upgraded shares of JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 target price for the company in a report on Tuesday, February 3rd. Fourteen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $339.55.

View Our Latest Stock Report on JPMorgan Chase & Co.

More JPMorgan Chase & Co. News

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

  • Positive Sentiment: Goldman/TipRanks coverage highlights a bullish view: an analyst maintained a Buy stance citing upgraded 2026 growth outlook, AI-driven productivity gains and strong capital deployment capacity, supporting upside for JPM. JPMorgan: Buy Rating
  • Positive Sentiment: NSE IPO pitch: The National Stock Exchange invited global banks, including JPMorgan, to pitch to manage its IPO — a potential fee pool and relationship with a large exchange if JPM wins underwriting/Advisory roles. NSE invites investment banks
  • Positive Sentiment: JPMorgan says investment banking and markets revenue are holding up amid uncertainty — signaling the bank expects fee and trading revenue resilience that supports near-term revenue outlook. Investment banking outlook
  • Positive Sentiment: JPMorgan is listed among new members of an Agentic AI governance effort, underlining the bank’s role in shaping AI standards — positive for strategic positioning around AI-driven products/services. Agentic AI governance
  • Neutral Sentiment: J.P. Morgan Asset Management published its 2026 Guide to Retirement — a routine marketing/product update that supports asset-management distribution but is unlikely to move the stock materially. Guide to Retirement
  • Neutral Sentiment: Tech investment theme: coverage reiterates JPMorgan plans ~ $19.8B in tech spend for 2026 (GenAI, core modernization). That’s a strategic growth/efficiency investment but raises near-term expense — a mixed/neutral catalyst. Tech spend story
  • Negative Sentiment: CEO Jamie Dimon warned repeatedly that current market and credit behavior show parallels to pre-2008 conditions and said his “anxiety is high” — comments that inject macro/credit-cycle risk sentiment and can pressure bank multiples. Dimon warnings
  • Negative Sentiment: Truist trimmed its price target slightly (to $330 from $334) and kept a Hold — a small analyst headwind that can temper near-term enthusiasm despite modest upside remaining. Truist target change

JPMorgan Chase & Co. Trading Up 0.9%

Shares of NYSE JPM opened at $306.12 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The business has a 50-day moving average price of $313.86 and a two-hundred day moving average price of $308.31. The firm has a market capitalization of $825.61 billion, a PE ratio of 15.30, a PEG ratio of 1.26 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPMGet Free Report) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.81 earnings per share. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 432 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the transaction, the insider directly owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. This represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,596 shares of company stock worth $22,067,932 over the last 90 days. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Company 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.

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Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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