Mission Wealth Management LP Purchases 47,275 Shares of JPMorgan Chase & Co. $JPM

Mission Wealth Management LP raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 74.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 110,524 shares of the financial services provider’s stock after acquiring an additional 47,275 shares during the quarter. JPMorgan Chase & Co. makes up 0.4% of Mission Wealth Management LP’s investment portfolio, making the stock its 23rd largest position. Mission Wealth Management LP’s holdings in JPMorgan Chase & Co. were worth $36,178,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of JPM. Timmons Wealth Management LLC purchased a new stake in JPMorgan Chase & Co. in the 4th quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $32,000. MBM Wealth Consultants LLC purchased a new position in shares of JPMorgan Chase & Co. during the first quarter valued at approximately $29,000. Osbon Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $35,000. Finally, Turning Point Benefit Group Inc. bought a new position in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $35,000. 71.55% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Bank of America lifted their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Evercore restated an “outperform” rating and issued a $360.00 price objective on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Argus upped their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. Finally, Barclays lifted their target price on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $359.33.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan raised its S&P 500 year-end target to 8,000. The firm cited stronger corporate earnings and evidence that AI investment is accelerating cloud revenue and corporate backlogs. A stronger market could benefit JPMorgan’s investment banking, trading and asset-management businesses. JPMorgan S&P 500 target article
• Positive Sentiment: Analysts increased JPMorgan’s earnings expectations. Erste Group lifted its 2026 EPS estimate to $25.00 and its 2027 forecast to $25.04, both above consensus. JPMorgan also said APAC corporate-banking revenue rose more than 20%, supported by AI infrastructure, data centers and intra-Asia trade, potentially providing additional growth into 2027. JPMorgan Asia-Pacific growth article
• Positive Sentiment: JPMorgan raised its Singapore stocks target. The upgrade reflects confidence that economic growth is holding up, reinforcing the bank’s constructive view on parts of Asia and its regional corporate-banking opportunity. Singapore stocks target article
• Neutral Sentiment: JPMorgan announced distributions for its Canadian-listed ETFs. The payments support asset-management visibility and recurring fee activity, but are unlikely to materially affect JPM’s near-term earnings. JPMorgan ETF distributions
• Neutral Sentiment: JPMorgan agreed to become the Olympics’ first global banking partner. The sponsorship expands global branding through the 2028 and 2030 Games, but its reported cost of more than $200 million per four-year cycle creates an uncertain financial return. JPMorgan Olympics partnership
• Negative Sentiment: Jamie Dimon repeated macroeconomic and geopolitical warnings. He cautioned that inflation may remain persistent and that the dollar’s reserve-currency status could be threatened if the U.S. loses its economic or military edge. Higher-for-longer rates and market volatility could pressure credit quality and loan demand.
• Negative Sentiment: An insider sold 2,500 JPM shares. Robin Leopold’s roughly $904,000 sale was executed under a pre-arranged Rule 10b5-1 plan, reducing its significance as a bearish signal but still adding modest selling pressure. JPMorgan insider sale

Insider Activity 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 stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 in the last 90 days. 0.41% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $365.31 on Thursday. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.09. The firm’s 50-day simple moving average is $338.07 and its two-hundred day simple moving average is $314.66. The stock has a market cap of $971.06 billion, a PE ratio of 15.65, a price-to-earnings-growth ratio of 1.49 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were paid a $1.50 dividend. The ex-dividend date was Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.6%. JPMorgan Chase & Co.’s dividend payout ratio is presently 25.71%.

JPMorgan Chase & Co. Company 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.