INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC has opened a new $366.6M position in $JPM, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $JPM.
$JPM Hedge Fund Activity
We have seen 2,145 institutional investors add shares of $JPM stock to their portfolio, and 2,350 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 50,135,205 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $16,154,565,755
- SG AMERICAS SECURITIES, LLC added 9,381,752 shares (+150.9%) to their portfolio in Q1 2026, for an estimated $2,725,305,138
- CARDANO RISK MANAGEMENT B.V. removed 7,785,472 shares (-89.8%) from their portfolio in Q1 2026, for an estimated $2,261,601,761
- CORIENT PRIVATE WEALTH LLC added 6,322,131 shares (+197.9%) to their portfolio in Q4 2025, for an estimated $2,037,117,050
- CAPITAL WORLD INVESTORS removed 5,954,212 shares (-24.7%) from their portfolio in Q4 2025, for an estimated $1,918,566,190
- BARCLAYS PLC removed 4,312,292 shares (-30.7%) from their portfolio in Q4 2025, for an estimated $1,389,506,728
- WELLINGTON MANAGEMENT GROUP LLP removed 3,425,119 shares (-24.8%) from their portfolio in Q4 2025, for an estimated $1,103,641,844
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
$JPM Insider Trading Activity
$JPM insiders have traded $JPM stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 have been sales.
Here’s a breakdown of recent trading of $JPM stock by insiders over the last 6 months:
- JAMES DIMON (Chairman & CEO) has made 0 purchases and 7 sales selling 200,000 shares for an estimated $61,355,571.
- TROY L ROHRBAUGH (Co-CEO CIB) sold 50,000 shares for an estimated $15,355,670
- MARY E. ERDOES (CEO Asset & Wealth Management) has made 0 purchases and 3 sales selling 23,808 shares for an estimated $7,333,478.
- JENNIFER PIEPSZAK (Chief Operating Officer) has made 0 purchases and 2 sales selling 17,707 shares for an estimated $5,481,600.
- ASHLEY BACON (Chief Risk Officer) has made 0 purchases and 2 sales selling 14,922 shares for an estimated $4,620,324.
- MARIANNE LAKE (CEO CCB) has made 0 purchases and 3 sales selling 14,242 shares for an estimated $4,389,815.
- DOUGLAS B PETNO (Co-CEO CIB) has made 0 purchases and 3 sales selling 12,634 shares for an estimated $3,894,375.
- JEREMY BARNUM (Chief Financial Officer) has made 0 purchases and 3 sales selling 11,396 shares for an estimated $3,511,111.
- LORI A BEER (Chief Information Officer) has made 0 purchases and 3 sales selling 7,260 shares for an estimated $2,238,162.
- STACEY FRIEDMAN (General Counsel) has made 0 purchases and 2 sales selling 6,808 shares for an estimated $2,107,743.
- ROBIN LEOPOLD (Head of Human Resources) has made 0 purchases and 3 sales selling 1,831 shares for an estimated $561,756.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
$JPM Congressional Stock Trading
Members of Congress have traded $JPM stock 9 times in the past 6 months. Of those trades, 6 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $JPM stock by members of Congress over the last 6 months:
- REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/29 and 0 sales.
- SENATOR KATIE BOYD BRITT sold up to $15,000 on 01/28.
- REPRESENTATIVE JONATHAN L. JACKSON purchased up to $15,000 on 01/20.
- SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 12/29.
- REPRESENTATIVE ROGER WILLIAMS purchased up to $15,000 on 12/22.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/18.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 10/31.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
$JPM Analyst Ratings
Wall Street analysts have issued reports on $JPM in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- CICC issued a "Outperform" rating on 01/14/2026
- Barclays issued a "Overweight" rating on 01/05/2026
- Wells Fargo issued a "Overweight" rating on 11/03/2025
To track analyst ratings and price targets for $JPM, check out Quiver Quantitative's $JPM forecast page.
$JPM Price Targets
Multiple analysts have issued price targets for $JPM recently. We have seen 8 analysts offer price targets for $JPM in the last 6 months, with a median target of $345.0.
Here are some recent targets:
- Glenn Schorr from Evercore ISI Group set a target price of $340.0 on 04/17/2026
- John McDonald from Truist Securities set a target price of $332.0 on 04/15/2026
- Scott Schrier from Piper Sandler set a target price of $325.0 on 03/30/2026
- David Chiaverini from Jefferies set a target price of $310.0 on 03/26/2026
- Mike Mayo from Wells Fargo set a target price of $350.0 on 02/17/2026
- An analyst from CICC set a target price of $355.0 on 01/14/2026
- Jason Goldberg from Barclays set a target price of $391.0 on 01/05/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $JPM ticker page for more data.
