JPMorgan Chase & Co. $JPM Shares Purchased by Advisors Capital Management LLC

Posted by Defense World Staff on Feb 26th, 2026

Advisors Capital Management LLC increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 426,483 shares of the financial services provider’s stock after buying an additional 3,500 shares during the quarter. JPMorgan Chase & Co. comprises 1.7% of Advisors Capital Management LLC’s holdings, making the stock its 7th largest position. Advisors Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $134,526,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in the stock. Mizuho Securities Co. Ltd. raised its stake in JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares during the period. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth approximately $32,000. Family Legacy Financial Solutions LLC increased its holdings in shares of JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares during the last quarter. Collier Financial purchased a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at approximately $60,000. Finally, Clarity Asset Management Inc. lifted its holdings in JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after acquiring an additional 101 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 432 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the sale, the insider directly owned 65,353 shares of the company’s stock, valued at $20,072,520.42. The trade was a 0.66% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the sale, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 71,596 shares of company stock worth $22,067,932. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $303.49 on Thursday. The firm has a 50 day moving average of $314.00 and a two-hundred day moving average of $308.32. The stock has a market capitalization of $818.51 billion, a PE ratio of 15.17, a P/E/G ratio of 1.43 and a beta of 1.07. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25.

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

JPMorgan Chase & Co. Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on JPM shares. Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. HSBC set a $319.00 price objective on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Finally, Daiwa Securities Group boosted their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $339.55.

Check Out Our Latest Research Report on JPMorgan Chase & Co.

JPMorgan Chase & Co. News Summary

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

Positive Sentiment: Management flagged higher 2026 NII, mid‑teen IB fee growth and a ~10% increase in tech spend to roughly $19.8B — signaling durable revenue drivers and reinvestment to capture AI-led efficiency gains. JPM Signals IB Strength, NII Growth & Tech Spending Jump in 2026
Positive Sentiment: Goldman Sachs (Richard Ramsden) reiterated a Buy, citing an upgraded 2026 growth outlook, AI-driven productivity and strong capital deployment capacity — a vote of confidence that likely supports the rally. JPMorgan: Buy Rating Backed by Upgraded 2026 Growth Outlook
Positive Sentiment: CEO Jamie Dimon stressed JPMorgan expects to be “a winner” in the AI race and described plans for large-scale redeployment of employees — investors are treating this as evidence JPM can convert tech spend into competitive advantage. Jamie Dimon says AI is already reshaping JPMorgan Chase’s workforce
Positive Sentiment: JPMorgan’s participation in industry AI governance initiatives and partnerships (Agentic AI Foundation membership) reinforces its role in shaping standards and commercial AI deployments — positive for enterprise positioning. Circle, JPMorgan and Huawei Sign on to Agentic AI Governance Effort
Neutral Sentiment: Truist trimmed its JPM price target slightly (from $334 to $330) — a modest technical note that doesn’t alter the constructive analyst tone. Truist adjusts price target on JPMorgan Chase
Neutral Sentiment: JPMorgan continues routine corporate lending activity (e.g., ~ $100M credit facility to Archer Meat Snacks) — credit wins but not market-moving by themselves. Archer Meat Snacks Secures Nearly $100 Million Credit Facility from J.P. Morgan
Negative Sentiment: Dimon also issued a stark warning that current conditions and some rival banks’ looser lending resemble pre‑2008 behavior and that his “anxiety is high” about the next credit cycle — that caution can pressure broader financial multiples despite JPM’s relative strength. Jamie Dimon Says His ‘Anxiety is High’ Over What Could Cause the Next Financial Crisis

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.