Pictet North America Advisors 13F: Adds $876K to JPM Stake

JPMorgan Chase & Co. (JPM) business photo

Key Points

  • Pictet North America Advisors boosted its JPMorgan Chase & Co. JPM position by 2,648 shares to end with 67,484 shares valued at $22,325,732.
  • Other large investment firms adjusted their stakes in the banking giant during the same reporting period, with varying activity across institutional holders.
  • JPMorgan Chase & Co. JPM trades recently around $335.13 per share, backed by a trailing twelve month net profit margin of 34.6%.

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Pictet North America Advisors increased its holdings in JPMorgan Chase & Co. JPM by 2,648 shares during the quarter, bringing its total stake to 67,484 shares. According to a Form 13F filing with the SEC on October 21, 2026, the firm's investment was valued at approximately $22,325,732.

JPM JPMorgan Chase & Co.
$335.19 +4.97% year to date
Daily close · Oct 21, 2026

What Changed in Pictet North America Advisors's JPMorgan Chase & Co. Position

The fund expanded its investment by 4.1%, growing its position from 64,836 shares to 67,484 shares. This adjustment reflects a modest addition to the firm's existing portfolio holdings in the banking institution.

Other Institutional Activity in JPMorgan Chase & Co.

Other institutional investors also shifted their positions in JPMorgan Chase & Co. JPM during a similar timeframe. B. Riley Wealth Advisors grew its holdings by 17,071 shares, ending with 66,961 shares worth about $22,152,816. Montrusco Bolton Investments reduced its stake by 289,405 shares to finish with 635,233 shares valued at $210,154,134. First Citizens Bank & Trust lifted its position by 21,441 shares to hold 136,045 shares worth roughly $45,007,766. Kmg Fiduciary Partners trimmed its holdings by 2,913 shares, leaving it with 101,551 shares valued at $33,596,252. Finally, IFM Investors raised its stake by 13,040 shares to own 615,692 shares worth about $203,689,384.

JPMorgan Chase & Co. Stock Up 0.2%

JPMorgan Chase & Co. JPM shares recently traded around $335.13. On the filing date of October 21, 2026, the stock closed at $335.19.

Recent Earnings

JPMorgan Chase & Co. JPM reported robust financial metrics, supported by a net profit margin of 34.6% and a return on equity of 18.0%. The company's next earnings report is scheduled for January 14, 2027.

Dividend

The company pays an annual dividend of $6.60 per share, which translates to a dividend yield of 1.97%.

Insider Buying and Selling at JPMorgan Chase & Co.

Company insiders completed several stock transactions prior to the filing. General Counsel Stacey R. Friedman sold 5,468 shares on May 20, 2026, at $300.27 per share for $1,641,856, and another 5,467 shares on June 22, 2026, at $330.73 per share for $1,808,121. Officer Robin Leopold sold 2,500 shares on August 11, 2026, at $361.41 per share for $903,518, and an additional 2,500 shares on September 10, 2026, at $352.81 per share for $882,026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Truist Securities maintained a Hold rating with a $361.00 price target on October 14, 2026. Barclays maintained an Overweight rating and raised its target to $425.00 on the same day. RBC Capital reiterated an Outperform rating with a $370.00 target on October 14, 2026. Morgan Stanley kept an Equal-Weight rating with a $377.00 target, while Citigroup maintained a Neutral rating and adjusted its target to $350.00 on October 15, 2026.

About JPMorgan Chase & Co.

Headquartered in New York, NY, JPMorgan Chase & Co. JPM operates as a major financial holding company providing banking, asset management, and investment services across global markets. The firm serves consumers, businesses, and institutions through its extensive commercial and retail networks.

Bottom Line

Institutional interest in JPMorgan Chase & Co. JPM remains active as large investors adjust their exposure. Market participants will look ahead to the next earnings release on January 14, 2027, for further insight into the bank's operational performance.

Source: Pictet North America Advisors's 13F filing on $JPM (Oct 21, 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

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