JPMorgan Chase & Co. $JPM is United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s 10th Largest Position

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 24.1% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 283,200 shares of the financial services provider’s stock after buying an additional 55,012 shares during the period. JPMorgan Chase & Co. makes up 1.7% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s portfolio, making the stock its 10th largest holding. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in JPMorgan Chase & Co. were worth $92,700,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Arkansas Financial Group Inc. increased its position in JPMorgan Chase & Co. by 1.1% during the second quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider’s stock valued at $873,000 after acquiring an additional 30 shares during the last quarter. Flynn Zito Capital Management LLC increased its position in shares of JPMorgan Chase & Co. by 1.1% during the second quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider’s stock worth $926,000 after acquiring an additional 30 shares during the period. Wedgewood Investors Inc. PA increased its holdings in JPMorgan Chase & Co. by 1.5% during the 2nd quarter. Wedgewood Investors Inc. PA now owns 2,059 shares of the financial services provider’s stock worth $674,000 after purchasing an additional 30 shares during the period. WealthBridge Capital Management LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.3% in the second quarter. WealthBridge Capital Management LLC now owns 10,503 shares of the financial services provider’s stock valued at $3,438,000 after acquiring an additional 31 shares in the last quarter. Finally, LightSquare Wealth Management LLC raised its holdings in shares of JPMorgan Chase & Co. by 1.1% in the 2nd quarter. LightSquare Wealth Management LLC now owns 2,952 shares of the financial services provider’s stock valued at $966,000 after purchasing an additional 31 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

JPM has been the subject of several recent research reports. Bank of America boosted their price target on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Keefe, Bruyette & Woods upped their target price on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. Royal Bank Of Canada increased their price target on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. Evercore reissued an “outperform” rating and issued a $360.00 price target on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Finally, Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. One equities research 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 data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $359.96.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: European expansion: JPMorgan is reportedly launching corporate-banking operations in Greece and expanding staffing there by 25%. The move strengthens its European franchise and creates longer-term revenue opportunities, though Greece is small relative to the bank’s overall balance sheet. JPMorgan Gains as Its European Hiring Offensive Reaches Greece
• Positive Sentiment: Asset-management inflows: J.P. Morgan Asset Management closed its inaugural U.S. net-lease real-estate fund with $1.1 billion in commitments, highlighting demand for income-focused products and supporting fee-generating growth. J.P. Morgan Asset Management Closes Inaugural U.S. Net Lease Fund
• Positive Sentiment: Rate resilience: Analysts continue to identify JPM as a relatively defensive bank if interest rates remain elevated, citing its balance sheet, cash generation and capital-return capacity. Investors are also watching the Federal Reserve’s September decision for potential effects on net interest income and trading activity. 3 Stocks to Buy and Hold for Higher Interest Rates
• Positive Sentiment: India trading ban lifted: Indian authorities allowed JPMorgan-linked entities to resume trading after a payment tied to alleged unlawful gains. The move removes an immediate operating restriction, although the underlying investigation continues. India Lifts Ban on JPMorgan Unit
• Neutral Sentiment: JPMorgan’s institute reported that U.S. companies continue paying substantially higher tariffs, providing economic data but no direct change to the bank’s earnings outlook. No Industry Is Spared From Costly U.S. Tariff Regime
• Negative Sentiment: Regulatory and political risks: JPMorgan’s chief executive is expected to meet U.K. officials amid concerns about a possible bank windfall tax. Separately, India is intensifying scrutiny of global firms, including JPMorgan, over alleged market misconduct—risks that could increase compliance costs or constrain operations. JP Morgan Boss to Meet Healey
• Negative Sentiment: JPMorgan’s $44 billion JEPI ETF faces new competition from Principal’s recently launched equity-income ETF, creating a potential long-term threat to asset flows and fee growth, though the near-term impact appears limited. Principal Launches an Equity Premium Income ETF

JPMorgan Chase & Co. Stock Up 0.5%

Shares of JPM stock opened at $355.17 on Thursday. The stock’s 50-day simple moving average is $351.41 and its 200-day simple moving average is $321.57. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a market capitalization of $944.10 billion, a PE ratio of 15.22, a P/E/G ratio of 1.45 and a beta of 0.98. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. During the same period last year, the business posted $4.96 earnings per share. The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. Equities analysts expect that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year.

Insider Buying and Selling

In related news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the transaction, the insider owned 73,547 shares of the company’s stock, valued at $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Profile

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.

The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.