JPMorgan Chase & Co. $JPM is Prevail Innovative Wealth Advisors LLC’s 9th Largest Position

Prevail Innovative Wealth Advisors LLC lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 33.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 33,415 shares of the financial services provider’s stock after buying an additional 8,387 shares during the period. JPMorgan Chase & Co. makes up about 1.6% of Prevail Innovative Wealth Advisors LLC’s investment portfolio, making the stock its 9th biggest position. Prevail Innovative Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $10,938,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of JPM. Mission Wealth Management LP increased its position in JPMorgan Chase & Co. by 74.7% during the second quarter. Mission Wealth Management LP now owns 110,524 shares of the financial services provider’s stock valued at $36,178,000 after acquiring an additional 47,275 shares during the last quarter. Titleist Asset Management LLC boosted its position in JPMorgan Chase & Co. by 6.2% in the second quarter. Titleist Asset Management LLC now owns 18,206 shares of the financial services provider’s stock worth $5,960,000 after purchasing an additional 1,060 shares during the last quarter. Myriad Asset Management Advisors LLC boosted its position in JPMorgan Chase & Co. by 42.3% in the second quarter. Myriad Asset Management Advisors LLC now owns 27,212 shares of the financial services provider’s stock worth $8,907,000 after purchasing an additional 8,089 shares during the last quarter. Hughes Financial Services LLC grew its stake in shares of JPMorgan Chase & Co. by 1.8% during the 2nd quarter. Hughes Financial Services LLC now owns 3,713 shares of the financial services provider’s stock valued at $1,215,000 after purchasing an additional 66 shares during the period. Finally, Cornerstone Wealth Advisors Inc. grew its stake in shares of JPMorgan Chase & Co. by 10.6% during the 2nd quarter. Cornerstone Wealth Advisors Inc. now owns 784 shares of the financial services provider’s stock valued at $257,000 after purchasing an additional 75 shares during the period. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.9%

JPMorgan Chase & Co. stock opened at $365.31 on Thursday. The firm has a 50 day moving average of $338.07 and a 200 day moving average of $314.66. The firm has a market capitalization of $971.06 billion, a price-to-earnings ratio of 15.65, a P/E/G ratio of 1.49 and a beta of 0.99. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.09. 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. Dividend Announcement

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

Insiders Place Their Bets

In related news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. 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 transaction, the insider owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their position. The transaction was disclosed in a filing 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 5,467 shares of the company’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This represents a 11.78% decrease in their position. 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. Over the last three months, insiders sold 13,435 shares of company stock valued at $4,353,502. Corporate insiders own 0.41% of the company’s stock.

More 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

Analyst Ratings Changes

JPM has been the topic of several recent research reports. Citigroup increased their price objective on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a research note on Monday, July 20th. UBS Group upped their target price on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a report on Monday, August 3rd. The Goldman Sachs Group reiterated a “buy” rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Barclays lifted their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. Finally, Royal Bank Of Canada upped their price objective on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 15th. One 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 company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $359.33.

About JPMorgan Chase & Co.

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.