Fisher Asset Management LLC Has $5.16 Billion Stock Holdings in JPMorgan Chase & Co. $JPM

Posted by Michael Walen on Jun 3rd, 2026

Fisher Asset Management LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 16,018,656 shares of the financial services provider’s stock after purchasing an additional 296,213 shares during the quarter. JPMorgan Chase & Co. comprises 1.8% of Fisher Asset Management LLC’s holdings, making the stock its 11th biggest position. Fisher Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $5,161,532,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Choate Investment Advisors lifted its holdings in shares of JPMorgan Chase & Co. by 8.3% in the fourth quarter. Choate Investment Advisors now owns 139,509 shares of the financial services provider’s stock valued at $44,952,000 after purchasing an additional 10,726 shares in the last quarter. Clearstead Trust LLC increased its position in JPMorgan Chase & Co. by 8.1% during the fourth quarter. Clearstead Trust LLC now owns 39,715 shares of the financial services provider’s stock worth $12,797,000 after buying an additional 2,986 shares during the last quarter. CYBER HORNET ETFs LLC increased its position in JPMorgan Chase & Co. by 4.5% during the fourth quarter. CYBER HORNET ETFs LLC now owns 8,273 shares of the financial services provider’s stock worth $2,666,000 after buying an additional 353 shares during the last quarter. Clearstead Advisors LLC increased its position in JPMorgan Chase & Co. by 1.2% during the fourth quarter. Clearstead Advisors LLC now owns 259,932 shares of the financial services provider’s stock worth $83,755,000 after buying an additional 3,014 shares during the last quarter. Finally, Churchill Financial Advisors LLC acquired a new position in JPMorgan Chase & Co. during the fourth quarter worth approximately $3,760,000. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $301.32 on Wednesday. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The business has a 50-day moving average price of $302.65 and a two-hundred day moving average price of $306.58. The company has a market cap of $807.38 billion, a P/E ratio of 14.43, a PEG ratio of 1.45 and a beta of 1.00. JPMorgan Chase & Co. has a 1-year low of $260.31 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period last year, the business posted $5.07 EPS. As a group, analysts anticipate that JPMorgan Chase & Co. will post 22.4 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be paid a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

Analysts Set New Price Targets

A number of brokerages have weighed in on JPM. Truist Financial boosted their price target on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. Daiwa Securities Group reduced their price target on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Robert W. Baird set a $295.00 target price on JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Finally, Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Fifteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $339.08.

Read Our Latest Analysis on JPMorgan Chase & Co.

JPMorgan Chase & Co. News Roundup

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

Positive Sentiment: JPMorgan is being highlighted as a diversified, defensive stock outside the AI trade, which may attract investors looking for safety and quality in a rotation away from tech. Jim Cramer says look to buy these 5 stocks outside the AI trade for diversification
Positive Sentiment: Analysts expect JPMorgan’s Q2 fee income to improve, supported by stronger markets revenue and investment banking fees, which could boost earnings expectations. JPMorgan’s Bullish Q2 Outlook Highlights Fee Income Potential
Positive Sentiment: JPMorgan expanded a $500 million fixed-to-floating notes offering, reinforcing its active capital markets franchise and funding flexibility. JPMorgan Chase Expands 2030 Fixed-to-Floating Notes Offering
Neutral Sentiment: JPMorgan CEO Jamie Dimon reportedly flagged a possible $20 billion acquisition and continued European expansion, which keeps deal-making and growth optionality in focus but adds uncertainty on execution. JPMorgan Weighs US$20b Deal While Expanding In Europe And Crypto Debate
Neutral Sentiment: Zacks noted that JPMorgan has recently been outperforming the market, reflecting continued investor confidence in the bank’s fundamentals. JPMorgan Chase & Co. (JPM) Exceeds Market Returns: Some Facts to Consider

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the transaction, the chief financial officer owned 35,460 shares in the company, valued at approximately $10,870,263. The trade was a 13.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the transaction, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 28,589 shares of company stock worth $8,747,496 over the last 90 days. Company insiders own 0.41% of the company’s stock.

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.