JPMorgan Chase & Co. $JPM Shares Purchased by Stonekeep Investments LLC

Stonekeep Investments LLC lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 47.5% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,832 shares of the financial services provider’s stock after purchasing an additional 1,877 shares during the period. JPMorgan Chase & Co. comprises about 1.1% of Stonekeep Investments LLC’s holdings, making the stock its 21st largest position. Stonekeep Investments LLC’s holdings in JPMorgan Chase & Co. were worth $1,909,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Timmons Wealth Management LLC purchased a new position in JPMorgan Chase & Co. during the 4th quarter worth approximately $27,000. MBM Wealth Consultants LLC purchased a new stake in JPMorgan Chase & Co. in the first quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd purchased a new stake in JPMorgan Chase & Co. in the fourth quarter valued at approximately $32,000. Osbon Capital Management LLC purchased a new stake in JPMorgan Chase & Co. in the fourth quarter valued at approximately $35,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $35,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

  • Positive Sentiment: Analysts raised JPMorgan’s earnings estimates. Erste Group increased its 2026 EPS forecast to $25.00 from $24.90 and its 2027 forecast to $25.04 from $24.86. Both estimates exceed the current consensus forecast of $24.27, providing a supportive signal for JPM stock. Erste Group earnings estimate report
  • Positive Sentiment: JPMorgan is expanding its technology and financing businesses. The bank led a $441 million debt financing for AI infrastructure company Global AI, benefiting from demand for data centers. Separately, its Kinexys blockchain platform is being used for Schroders’ tokenized U.S. dollar money-market fund, representing a move toward commercial adoption of JPMorgan’s digital-asset infrastructure. JPMorgan AI infrastructure debt deal JPMorgan tokenized money-market fund mandate
  • Positive Sentiment: JPMorgan raised its year-end S&P 500 target to 8,000. The firm cited stronger corporate earnings and increasingly productive AI investments. The bullish outlook can improve market sentiment and potentially support JPMorgan’s asset-management, investment-banking and trading businesses, although it does not directly change JPM’s earnings forecast. JPMorgan raises S&P 500 target
  • Neutral Sentiment: JPMorgan will become the Olympics’ first global banking partner. The agreement covers the 2028 Los Angeles and 2030 French Alps Games and reportedly exceeds $200 million per four-year cycle. It strengthens JPMorgan’s global brand and marketing reach, but the substantial sponsorship cost makes the near-term financial impact uncertain. JPMorgan Olympics partnership
  • Neutral Sentiment: Chief Human Resources Officer Robin Leopold sold 2,500 shares. The transaction was made under a pre-arranged Rule 10b5-1 plan, and she continues to own 73,547 shares. The planned nature and relatively small reduction lessen its significance as a bearish signal. JPMorgan insider transaction filing
  • Negative Sentiment: CEO Jamie Dimon reiterated macroeconomic warnings. He cautioned that inflation may remain elevated and that excessive margin debt and hidden leverage could amplify a market selloff. Higher-for-longer interest rates and financial-market volatility could weigh on loan demand, credit quality and investor sentiment.

JPMorgan Chase & Co. Trading Up 0.6%

Shares of JPM stock opened at $361.93 on Wednesday. The business’s 50 day moving average is $336.78 and its two-hundred day moving average is $314.23. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $363.12. The company has a market capitalization of $962.09 billion, a P/E ratio of 15.51, a price-to-earnings-growth ratio of 1.48 and a beta of 0.99. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date was Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 25.71%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on JPM shares. Royal Bank Of Canada raised their target price on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Weiss Ratings upgraded shares of JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research note on Wednesday, August 5th. Piper Sandler raised their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Finally, DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $359.33.

Get Our Latest Research Report on JPM

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the transaction, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the sale, the general counsel owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This trade represents a 10.54% decrease in their position. 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 a total of 13,435 shares of company stock worth $4,353,502 over the last three months. 0.41% of the stock is currently owned by corporate 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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