Marshall Investment Management LLC Boosts Holdings in JPMorgan Chase & Co. $JPM

Posted by Caroline Horne on Mar 17th, 2026

Marshall Investment Management LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 896.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,366 shares of the financial services provider’s stock after purchasing an additional 12,925 shares during the period. JPMorgan Chase & Co. accounts for 2.4% of Marshall Investment Management LLC’s investment portfolio, making the stock its 13th biggest position. Marshall Investment Management LLC’s holdings in JPMorgan Chase & Co. were worth $4,531,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in JPM. Brighton Jones LLC increased its stake in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares during the last quarter. Acorns Advisers LLC boosted its position in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares during the last quarter. Ignite Planners LLC boosted its position in shares of JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares during the last quarter. Schnieders Capital Management LLC. grew its holdings in shares of JPMorgan Chase & Co. by 0.9% during the second quarter. Schnieders Capital Management LLC. now owns 60,730 shares of the financial services provider’s stock worth $17,606,000 after purchasing an additional 565 shares in the last quarter. Finally, Twin Capital Management Inc. grew its holdings in shares of JPMorgan Chase & Co. by 0.8% during the second quarter. Twin Capital Management Inc. now owns 59,895 shares of the financial services provider’s stock worth $17,364,000 after purchasing an additional 472 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.9%

JPM stock opened at $286.04 on Tuesday. The company has a market capitalization of $771.45 billion, a PE ratio of 14.29, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The company’s 50 day moving average price is $305.77 and its two-hundred day moving average price is $308.32. 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 – Get Free Report) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the company earned $4.81 EPS. The firm’s revenue was up 7.1% on a year-over-year basis. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. This represents a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on JPM shares. Robert W. Baird raised their target price on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday, March 4th. Daiwa Securities Group increased their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $340.00.

Get Our Latest Analysis on JPM

Key JPMorgan Chase & Co. News

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

Positive Sentiment: JPMorgan hired Yi Zhang from Goldman Sachs as co‑head of its China investment-banking business — a high-profile poach that signals JPM is investing to grow fees and deal flow in Asia, a key long‑term market for IB revenue and cross-border mandates. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
Positive Sentiment: Chase announced Q2 2026 5% cash-back categories (Amazon, Whole Foods, Chase Travel), a consumer rewards change that can boost card spend, interchange income and product engagement—a modest near-term revenue tailwind for consumer banking. Chase Freedom® Announces Q2 2026 5% Cash Back Categories
Positive Sentiment: Analyst coverage remains constructive: brokers maintain a consensus “Moderate Buy” on JPM — supportive for sentiment and a reason some investors may view current weakness as a buying opportunity. JPMorgan Chase & Co. (NYSE:JPM) Given Consensus Recommendation of “Moderate Buy” by Brokerages
Neutral Sentiment: JPMorgan’s research team is active — raising targets on utilities and industrials (examples: PSEG, Carlisle, AEP). This highlights the firm’s brokerage/research strength but has limited direct impact on JPM’s earnings. JPMorgan Increases Price Target on PSEG (PEG)
Neutral Sentiment: JPMorgan is hosting and participating in investor conferences (J.P. Morgan Industrials Conference). These events support client relationships and deal pipelines over time but are routine. Watsco to Participate in the J.P. Morgan Industrials Conference
Negative Sentiment: Sector and macro pressure (higher oil prices, private‑credit worries and a broad financial selloff) are weighing on JPM’s stock — the bank is trading below key moving averages and has been pulled down with the rest of the sector, which helps explain today’s decline. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)

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.