JPMorgan Chase & Co. $JPM Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 5,630,374 shares of the financial services provider’s stock after buying an additional 195,432 shares during the period. JPMorgan Chase & Co. comprises approximately 1.3% of Mitsubishi UFJ Asset Management Co. Ltd.’s holdings, making the stock its 11th biggest position. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.21% of JPMorgan Chase & Co. worth $1,775,989,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC lifted its holdings in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares during the last quarter. Mizuho Securities Co. Ltd. boosted its position in JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the period. Collier Financial bought a new position in JPMorgan Chase & Co. during the 3rd quarter worth $60,000. Finally, Clarity Asset Management Inc. grew its stake in JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after buying an additional 101 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: J.P. Morgan Asset Management hired Stephanie Davis as Head of Private Wealth Alternatives and added senior sales leadership—moves that expand fee-based private-wealth offerings and could lift asset-management revenue over time. Read More.
• Positive Sentiment: CEO Jamie Dimon urged that stablecoin issuers who pay interest should meet bank-like capital, liquidity and AML rules—policy pressure that could curb fintech competition and benefit regulated banks like JPM if enacted. Read More.
• Positive Sentiment: JPMorgan is pursuing a two-pronged growth strategy: accelerating branch expansion in underserved U.S. markets while stepping up AI investments to improve efficiency and risk controls—this mix targets both deposit growth and longer-term cost/efficiency gains. Read More.
• Positive Sentiment: JPMorgan bankers highlight AI’s potential to transform credit markets and trading workflows, which could boost trading margins and cut costs if deployment scales as planned. Read More.
• Neutral Sentiment: Dimon called the $5bn “debanking” lawsuit by former President Trump without merit but acknowledged the reputational sensitivity around account closures—limits legal risk but keeps regulatory/PR issues on investors’ radars. Read More.
• Neutral Sentiment: JPMorgan analysts warned of an “oil shock” scenario that could push crude toward $120/barrel and recommended European oil majors—this forecast implies greater market volatility (good for some trading revenues, riskier for consumer inflation). Read More.
• Neutral Sentiment: The firm temporarily shifted U.S. staff in the Middle East to remote work amid Iran tensions—operational precaution with limited direct financial impact but highlights geopolitical risk exposure. Read More.
• Negative Sentiment: Dimon warned the next credit cycle could be “worse than normal” and flagged complacency in markets and potential inflation risks tied to Middle East conflict—comments increase investor concern about loan losses, reserves and market volatility. Read More.
• Negative Sentiment: JPMorgan is named in a new lawsuit from Tricolor noteholders alleging ignored audit red flags in ABS deals—ongoing litigation could mean legal exposure or reputational costs if it escalates. Read More.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on JPM. Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 target price on the stock in a research note on Tuesday, February 3rd. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Piper Sandler boosted their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Finally, Daiwa Securities Group lifted their price target on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $339.55.

JPMorgan Chase & Co. Stock Up 1.0%

JPM stock opened at $300.62 on Wednesday. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a market capitalization of $810.78 billion, a price-to-earnings ratio of 15.02, a price-to-earnings-growth ratio of 1.23 and a beta of 1.06. The firm’s 50-day moving average is $312.50 and its two-hundred day moving average is $308.70. 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. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period last year, the firm posted $4.81 earnings per share. The business’s revenue was up 7.1% on a year-over-year basis. On average, analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared 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. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Insider Activity at JPMorgan Chase & Co.

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the sale, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 71,596 shares of company stock worth $22,067,932 in the last quarter. Company insiders own 0.47% 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.