Asset Management One 13F: Adds $12M to JPMorgan Chase (JPM) Stake

Key Points

  • Asset Management One's total reported value in JPMorgan Chase now stands at about $13.98 billion.
  • Asset Management One held 1,354,702 $JPM shares at quarter end, up 2.78% from the prior quarter.
  • The fund's position in JPMorgan Chase accounts for 3.21% of its total holdings, ranking it ninth among its investments.
  • JPMorgan Chase shares recently traded around $335.79, which is about equal to the closing price of $336.17 on the filing date.

Get JPMorgan Chase & Co. text alerts

We text you when insiders, Congress, analysts or big funds move on $JPM.

By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.

Not investment advice. TradeTexts is not a registered investment adviser, and this automated JPMorgan Chase & Co. alert may contain errors. Disclosures

Asset Management One boosted its position in JPMorgan Chase & Co. (JPM) by 36,589 shares in a filing on October 27, 2026. The fund now holds a total of 1,354,702 shares valued at approximately $448.2 million.

JPM JPMorgan Chase & Co.
$336.17 +5.27% year to date
Daily close · Oct 27, 2026

What Changed in Asset Management One's JPMorgan Chase Position

Asset Management One's stake in JPMorgan Chase increased by 36,589 shares, marking a 2.8% increase from its previous total of 1,318,113 shares. This adjustment reflects a significant investment of about $12.1 million.

Where JPMorgan Chase Fits in Asset Management One's Portfolio

JPMorgan Chase now represents 3.21% of Asset Management One's total reported 13F value, ranking ninth among its holdings.

Other Institutional Activity in JPMorgan Chase

Indivisible Partners also made a move, increasing its stake in JPMorgan Chase by 13,803 shares, bringing its total to 41,342 shares worth about $13.7 million.

JPMorgan Chase & Co. Stock Up 1.3%

As of October 28, 2026, JPMorgan Chase shares were recently trading around $335.79, which is about equal to the closing price of $336.17 on October 27. The stock is currently below its 50-day moving average by about 2.6% but above its 200-day moving average by about 4.1%.

Recent Earnings

JPMorgan Chase reported trailing twelve-month revenue of approximately $190.7 billion and earnings per share (EPS) of $23.84. The next earnings report is scheduled for January 14, 2027.

Dividend

JPMorgan Chase has an annual dividend rate of $6.60, yielding about 1.98%.

Insider Buying and Selling at JPMorgan Chase & Co.

Insider transactions include Stacey R. Friedman, General Counsel, who sold 5,468 shares on May 20, 2026, for about $1.64 million at an average price of $300.27. Additionally, on June 22, 2026, Friedman sold another 5,467 shares for about $1.81 million at $330.73. Robin Leopold, an Officer, sold 2,500 shares on August 11, 2026, for about $903,518 at an average price of $361.41, and another 2,500 shares on September 10, 2026, for about $882,026 at $352.81.

Analysts Set New Price Targets

On October 14, 2026, several firms maintained their ratings on JPMorgan Chase. Truist Securities kept a "Hold" rating with a target of $361.00, while Barclays maintained an "Overweight" rating with a target of $425.00. RBC Capital reiterated an "Outperform" rating with a target of $370.00, and Morgan Stanley maintained an "Equal-Weight" rating with a target of $377.00.

About JPMorgan Chase

JPMorgan Chase & Co. is a leading financial institution that operates in various banking sectors, including consumer, community banking, and investment banking. It serves clients across the globe and is known for its diversified financial services.

Bottom Line

Investors should keep an eye on JPMorgan Chase's upcoming earnings report on January 14, 2027. Additionally, the latest filing shows how Asset Management One is adjusting its position in this major bank.

Source: Asset Management One's 13F filing on $JPM (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

Get $JPM trade alerts by text

SMS Terms

By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.

Full terms and conditions