Mitsubishi UFJ Trust & Banking Corp Raises Stock Position in JPMorgan Chase & Co. $JPM

Key Points

• Mitsubishi UFJ Trust & Banking increased its JPMorgan stake by 2.6% in the second quarter, adding 34,391 shares to hold 1.38 million shares valued at approximately $450.6 million. Institutional investors collectively own 71.55% of JPMorgan.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $359.96; several firms recently raised their targets, including Bank of America to $420.
• JPMorgan reported quarterly EPS of $6.14 versus the $5.59 estimate and revenue of $58.02 billion, up 27.7% year over year. However, insiders Robin Leopold and Stacey Friedman sold shares under pre-arranged trading plans.

Mitsubishi UFJ Trust & Banking Corp grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,376,632 shares of the financial services provider's stock after acquiring an additional 34,391 shares during the period. JPMorgan Chase & Co. comprises about 1.0% of Mitsubishi UFJ Trust & Banking Corp's holdings, making the stock its 13th biggest position. Mitsubishi UFJ Trust & Banking Corp owned about 0.05% of JPMorgan Chase & Co. worth $450,613,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of JPM. Timmons Wealth Management LLC acquired a new position in JPMorgan Chase & Co. during the fourth quarter worth $27,000. Caitong International Asset Management Co. Ltd acquired a new stake in JPMorgan Chase & Co. in the fourth quarter valued at $32,000. MBM Wealth Consultants LLC acquired a new stake in JPMorgan Chase & Co. in the first quarter valued at $29,000. Aventus Investment Advisors Inc. purchased a new position in shares of JPMorgan Chase & Co. in the second quarter valued at $33,000. Finally, Osbon Capital Management LLC purchased a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at $35,000. Hedge funds and other institutional investors own 71.55% of the company's stock.

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the business's stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value 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. The trade was a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 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 that occurred 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 transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company's stock.

Analyst Upgrades and Downgrades

JPM has been the topic of several recent research reports. UBS Group boosted their price objective 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. Bank of America lifted their target price on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a "buy" rating in a research report on Thursday, July 16th. Wells Fargo & Company upped their price target on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an "overweight" rating in a report on Friday, August 14th. Zacks Research upgraded shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 16th. Finally, Citigroup raised 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. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $359.96.

Trending Headlines about JPMorgan Chase & Co.

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. Trading Up 0.5%

JPMorgan Chase & Co. stock opened at $355.17 on Thursday. The stock has a market cap of $944.10 billion, a PE ratio of 15.22, a P/E/G ratio of 1.45 and a beta of 0.98. The stock has a 50-day moving average price of $351.41 and a 200 day moving average price of $321.57. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. 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. (NYSE:JPM - Get Free Report) last released its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $5.59 by $0.55. The company had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The firm's quarterly revenue was up 27.7% on a year-over-year basis. During the same period in the prior year, the firm earned $4.96 EPS. Equities research analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.

About JPMorgan Chase & Co.

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.

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