JPMorgan Chase & Co. (JPM) Upgraded to Neutral Despite Valuation Concerns
JPMorgan Chase & Co. (NYSE:JPM) is among the most profitable mega cap stocks to buy. On February 3, Baird upgraded JPMorgan Chase & Co.
Jpmorgan Chase & Co (JPM)
Market is closed
Sector: National Commercial Banks
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 16,018,656 | $5,161,531,796 | +2% | 1.76% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 547,346 | $176,365,828 | +93% | 0.1% |
| 3. | Gardner Russo & Gardner Tom Russo | 528,817 | $170,395,414 | -3% | 1.84% |
| 4. | 504,500 | $162,559,990 | -35% | 0.17% | |
| 5. | Basswood Capital Matthew Lindenbaum | 469,496 | $151,281,001 | 6.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $134.53 | 375 | $50,447.59 | 22,040 | 2023-01-19 | Filing | |
| $149.68 | 670 | $100,284.93 | 18,295 | 2022-01-19 | Filing | |
| $153.12 | 660 | $101,059.13 | 15,086 | 2021-04-19 | Filing | |
| $87.99 | 75,000 | $6,598,957.50 | 75,000 | 2020-04-16 | Filing | |
| $100.00 | 51,000 | $5,100,000.00 | 51,000 | 2020-01-15 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $312.79 | 8,571 | $2,680,887.95 | 71,027 | 2026-01-16 | Filing | |
| $312.80 | 3,487 | $1,090,727.67 | 369,126 | 2026-01-16 | Filing | |
| $312.78 | 3,908 | $1,222,353.23 | 121,035 | 2026-01-16 | Filing | |
| $312.80 | 3,404 | $1,064,757.92 | 65,353 | 2026-01-16 | Filing | |
| $312.78 | 5,732 | $1,792,878.46 | 619,136 | 2026-01-16 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 265,758,185 | $85,632,602,370 | 1.24% | |
| 2. | 211,596,732 | $68,180,698,671 | 1.15% | |
| 3. | 125,342,135 | $40,387,742,740 | 1.35% | |
| 4. | 66,385,268 | $21,390,662,171 | 1.28% | |
| 5. | 61,268,688 | $19,671,557,042 | 1.21% |
News See All
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In any economy, mega-cap or the largest companies act as the backbone of financial markets due to their strong fundamentals and dominant market positions.
HSBC Upgraded JPMorgan Chase & Co. (JPM) to Hold from Reduce and Set a New $319 Price Target
On February 5, 2026, HSBC upgraded JPMorgan Chase & Co.
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Profitability has moved back into focus amid an environment where interest rates remain well above the levels seen for much of the past decade.
Baird Upgrades JPMorgan (JPM) to Neutral After Q4 Earnings Beat
JPMorgan Chase & Co. (NYSE:JPM) is one of the best affordable long term stocks to buy according to hedge funds. On February 3, Baird analyst David George upgraded JPMorgan Chase & Co.
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A shift is happening in institutional capital, and this is reshaping global equity allocations. This is according to HedgeCo.Net, a hedge fund data aggregator.
JPMorgan Chase (JPM) Q4 Earnings Surprise Driven by Lower Costs and Provisions
JPMorgan Chase & Co. (NYSE:JPM) ranks among the biggest publicly traded asset managers. In response to JPMorgan Chase & Co.
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The market trajectory heading into 2026 shows that global M&As are beginning a new era.
Ken Fisher Stock Portfolio: 12 Best Stocks to Buy
According to Ken Fisher, the founder and executive chairman of Fisher Investments, American investors continue to undervalue global diversity.
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