United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Has $92.70 Million Holdings in JPMorgan Chase & Co. $JPM

Key Points

• United Super increased its JPMorgan Chase stake by 24.1% in the second quarter, acquiring 55,012 additional shares. The fund now owns 283,200 shares valued at approximately $92.7 million, representing 1.7% of its portfolio.
• JPMorgan reported quarterly EPS of $6.14, exceeding the $5.59 consensus estimate, while revenue reached $58.02 billion, up 27.7% year over year and above expectations.
• Analysts maintain a “Moderate Buy” consensus rating with an average price target of $359.96; institutional investors collectively own 71.55% of JPMorgan’s outstanding shares.

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 24.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 283,200 shares of the financial services provider's stock after acquiring an additional 55,012 shares during the quarter. JPMorgan Chase & Co. accounts for 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 biggest 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 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of JPM. Fidelis Capital Partners LLC boosted its stake in shares of JPMorgan Chase & Co. by 7.9% during the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider's stock worth $22,580,000 after acquiring an additional 5,101 shares during the last quarter. First National Bank of Mount Dora Trust Investment Services increased its stake in shares of JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider's stock worth $12,125,000 after purchasing an additional 6,492 shares in the last quarter. Brighton Jones LLC increased its stake in shares of 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 purchasing an additional 4,841 shares in the last quarter. FAS Wealth Partners Inc. raised its holdings in JPMorgan Chase & Co. by 4.3% in the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider's stock worth $12,804,000 after purchasing an additional 1,794 shares during the period. Finally, Central Asset Investments & Management Holdings HK Ltd raised its holdings in JPMorgan Chase & Co. by 121.1% in the 4th quarter. Central Asset Investments & Management Holdings HK Ltd now owns 11,892 shares of the financial services provider's stock worth $3,832,000 after purchasing an additional 6,513 shares during the period. Institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $355.17 on Thursday. The business's 50-day simple moving average is $351.41 and its two-hundred day simple moving average is $321.57. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. 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 company has a quick ratio of 0.85, a current 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, topping the consensus estimate of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to analysts' expectations of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm's revenue was up 27.7% on a year-over-year basis. During the same quarter last year, the business posted $4.96 earnings per share. As a group, analysts forecast that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have issued reports on JPM. Weiss Ratings raised JPMorgan Chase & Co. from a "buy (b)" rating to a "buy (b+)" rating in a report on Wednesday, September 2nd. Truist Financial raised their price objective on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a "hold" rating in a research note on Wednesday, July 15th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $418.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Robert W. Baird boosted their price objective on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a "neutral" rating in a research note on Wednesday, July 15th. Finally, Wells Fargo & Company increased their target price on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an "overweight" rating in a report on Friday, August 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $359.96.

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. 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 sale, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. This trade represents a 11.78% 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, insider Robin Leopold sold 2,500 shares of the business's stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the transaction, the insider directly owned 73,547 shares in the company, valued at $26,580,621.27. This trade represents a 3.29% 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. Company insiders own 0.41% of the company's stock.

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. 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.

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