Aware Super Pty Ltd as trustee of Aware Super Invests $87.84 Million in JPMorgan Chase & Co. $JPM

Posted by ABMN Staff on Jul 21st, 2026

Aware Super Pty Ltd as trustee of Aware Super acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 298,631 shares of the financial services provider’s stock, valued at approximately $87,845,000. JPMorgan Chase & Co. comprises approximately 1.3% of Aware Super Pty Ltd as trustee of Aware Super’s holdings, making the stock its 12th biggest position.

A number of other large 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 valued at $22,580,000 after buying an additional 5,101 shares during the period. Howard Capital Management Inc. increased its stake in shares of JPMorgan Chase & Co. by 18.2% in the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after acquiring an additional 3,976 shares during the last quarter. Newbridge Financial Services Group Inc. increased its stake in shares of JPMorgan Chase & Co. by 51.7% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after acquiring an additional 3,027 shares during the last quarter. Brighton Jones LLC raised its holdings in shares of JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares in the last quarter. Finally, KTF Investments LLC purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth $6,449,000. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Down 0.7%

Shares of JPMorgan Chase & Co. stock opened at $338.72 on Tuesday. The stock has a market capitalization of $907.60 billion, a P/E ratio of 14.51, a PEG ratio of 1.52 and a beta of 0.99. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock has a 50 day moving average price of $319.89 and a two-hundred day moving average price of $310.32. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $351.24.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. During the same quarter last year, the firm posted $4.96 earnings per share. The company’s quarterly revenue was up 27.7% compared to the same quarter last year. Equities analysts expect that JPMorgan Chase & Co. will post 23.38 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be issued a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 25.71%.

Trending Headlines about JPMorgan Chase & Co.

Here are the key news stories impacting JPMorgan Chase & Co. this week:

Positive Sentiment: KBW’s Matthew Kelley initiated coverage with a Buy rating and a $384 price target, citing JPMorgan’s strong capital position, diversified revenue streams, and attractive upside potential. Article: Analyst Matthew Kelley Initiates Buy Rating on JPMorgan Chase, Citing Strong Capital Position, Diversified Revenues and Attractive Upside Potential
Positive Sentiment: Several articles note that JPMorgan shares have been trading near 52-week or all-time highs, reflecting market confidence in the bank’s earnings power and resilience ahead of future results. Article: 5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama (JPM)
Positive Sentiment: J.P. Morgan research also remains constructive on select beaten-down IPO names and other market opportunities, reinforcing the firm’s image as a leading Wall Street franchise with broad investment-banking reach. Article: J.P. Morgan Says These 2 Beaten-Down IPO Stocks Could Rebound
Neutral Sentiment: Coca-Cola naming JPMorgan for an India bottler IPO underscores the bank’s continued role in major capital-markets transactions, though the immediate stock impact is likely limited. Article: Coca-Cola appoints JPMorgan, Citi for India bottler IPO, sources say
Neutral Sentiment: Jamie Dimon warned that markets may be underestimating risk and said he would not buy stocks or Treasurys at current prices; that message may pressure broader sentiment, but it also reflects his usual cautious outlook rather than a JPMorgan-specific problem. Article: Jamie Dimon says markets underestimate risks and he wouldn’t buy stocks or Treasurys at current prices
Negative Sentiment: Dimon’s repeated warnings about macro and geopolitical risks could make investors more defensive on financials and the broader market if risk appetite fades. Article: Jamie Dimon Says Anthropic’s Mythos Access Debate Is a Warning Sign for AI’s Future

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of research reports. Daiwa Securities Group reduced their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research report on Tuesday, April 7th. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Morgan Stanley reaffirmed a “positive” rating and set a $370.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, July 15th. Autonomous Res reduced their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a report on Monday, April 6th. Finally, Barclays boosted their price target on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $356.38.

View Our Latest Analysis on JPMorgan Chase & Co.

Insiders Place Their Bets

In other news, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the sale, the general counsel directly owned 46,428 shares of the company’s stock, valued at approximately $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the transaction, the chief operating officer owned 85,082 shares in the company, valued at $26,326,072.44. The trade was a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 18,876 shares of company stock valued at $5,907,051 in the last quarter. Insiders own 0.41% of the company’s stock.

About JPMorgan Chase & Co.

(Free Report)

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.