Korea Investment CORP Has $576.86 Million Holdings in JPMorgan Chase & Co. $JPM

Korea Investment CORP lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,828,799 shares of the financial services provider’s stock after selling 147,195 shares during the quarter. JPMorgan Chase & Co. comprises 1.2% of Korea Investment CORP’s portfolio, making the stock its 11th largest holding. Korea Investment CORP’s holdings in JPMorgan Chase & Co. were worth $576,858,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in the business. Mountain Hill Investment Partners Corp. acquired a new position in shares of JPMorgan Chase & Co. during the third quarter valued at about $32,000. Family Legacy Financial Solutions LLC lifted its holdings in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares during the period. Mizuho Securities Co. Ltd. grew its holdings in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares during the last quarter. Collier Financial bought a new position in JPMorgan Chase & Co. during the 3rd quarter valued at about $60,000. Finally, Clarity Asset Management Inc. boosted its position in JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after buying an additional 101 shares in the last quarter. 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: Analyst upgrade to Strong Buy (Zacks) highlights improved earnings outlook and could attract buyer interest. Read More.
• Positive Sentiment: Ongoing capital returns (dividend hikes, buyback program) remain a structural support for the share price and investor sentiment. Read More.
• Positive Sentiment: Business development in payments/AI: a new pact with Mirakl expands JPMorgan Payments’ product set in agentic/AI commerce, supporting fee growth in payments. Read More.
• Neutral Sentiment: JPMorgan analysts upgraded Oracle (ORCL) — shows active analyst flow but is primarily about ORCL rather than JPM’s fundamentals. Read More.
• Neutral Sentiment: JPMorgan’s internal market calls (warning of a possible S&P 500 correction) increase caution among investors but are a macro outlook rather than a firm‑specific loss. Read More.
• Negative Sentiment: Reports that JPMorgan has marked down software‑loan collateral and is curbing lending to private‑credit groups are the main near‑term negative catalyst — this raises concerns about asset‑management revenue, potential forced redemptions across private‑credit funds, and broader sector stress. Read More.
• Negative Sentiment: Multiple outlets (CNBC, MarketWatch, TipRanks) report JPM is tightening borrowing capacity for private‑credit firms after the markdowns — that amplification of redemption and liquidity pressure is weighing on the stock today. Read More.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the sale, the insider owned 65,353 shares in the company, valued at approximately $20,072,520.42. This trade represents a 0.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares of the company’s stock, valued at $18,981,173.60. This represents a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 71,596 shares of company stock worth $22,067,932 in the last quarter. Company insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

JPM has been the topic of a number of research analyst reports. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Wells Fargo & Company dropped their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Finally, Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average price target of $340.00.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $287.39 on Thursday. The company has a market capitalization of $775.11 billion, a P/E ratio of 14.36, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company’s 50 day moving average price is $308.36 and its two-hundred day moving average price is $308.56. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the business earned $4.81 EPS. On average, analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

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.