Myriad Asset Management Advisors LLC Has $8.91 Million Stake in JPMorgan Chase & Co. $JPM

Myriad Asset Management Advisors LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 42.3% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 27,212 shares of the financial services provider’s stock after purchasing an additional 8,089 shares during the period. JPMorgan Chase & Co. makes up about 2.1% of Myriad Asset Management Advisors LLC’s portfolio, making the stock its 11th largest holding. Myriad Asset Management Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $8,907,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC lifted its position in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares during the period. Acorns Advisers LLC increased its position in shares of JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after purchasing an additional 100 shares during the period. Ignite Planners LLC raised its stake in JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after purchasing an additional 78 shares in the last quarter. Jump Financial LLC acquired a new position in JPMorgan Chase & Co. in the second quarter valued at about $1,475,000. Finally, Betterment LLC lifted its position in JPMorgan Chase & Co. by 27.5% during the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after purchasing an additional 425 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Up 0.9%

Shares of NYSE JPM opened at $365.31 on Thursday. The company has a market cap of $971.06 billion, a price-to-earnings ratio of 15.65, a PEG ratio of 1.49 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. has a 12 month low of $279.10 and a 12 month high of $366.09. The stock has a 50-day moving average price of $338.07 and a two-hundred day moving average price of $314.66.

JPMorgan Chase & Co. Announces Dividend

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

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the transaction, the insider directly owned 73,547 shares in the company, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 5,468 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the sale, the general counsel owned 46,428 shares in the company, valued at approximately $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 13,435 shares of company stock valued at $4,353,502. 0.41% of the stock is owned by corporate insiders.

Key JPMorgan Chase & Co. News

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on JPM shares. Deutsche Bank Aktiengesellschaft upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective on the stock in a research note on Wednesday, July 22nd. Morgan Stanley reaffirmed a “positive” rating and set a $370.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. UBS Group increased their price target on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. The Goldman Sachs Group restated a “buy” rating and set a $418.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Finally, DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus price target of $359.33.

Get Our Latest Stock Report on JPMorgan Chase & Co.

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.

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Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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