Bridgewater Advisors Inc. boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,665 shares of the financial services provider’s stock after acquiring an additional 5,324 shares during the quarter. JPMorgan Chase & Co. accounts for 0.9% of Bridgewater Advisors Inc.’s portfolio, making the stock its 17th largest position. Bridgewater Advisors Inc.’s holdings in JPMorgan Chase & Co. were worth $17,161,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds have also recently bought and sold shares of the company. Morgan Stanley raised its stake in shares of JPMorgan Chase & Co. by 1.4% in the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock valued at $21,390,662,000 after acquiring an additional 939,421 shares during the last quarter. Bank of America Corp DE increased its position in JPMorgan Chase & Co. by 15.8% in the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock valued at $19,314,681,000 after acquiring an additional 8,941,351 shares in the last quarter. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at approximately $11,396,496,000. Bank of New York Mellon Corp increased its holdings in shares of JPMorgan Chase & Co. by 5.4% in the fourth quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock valued at $7,547,837,000 after purchasing an additional 1,194,583 shares in the last quarter. Finally, Legal & General Group Plc raised its position in JPMorgan Chase & Co. by 0.6% in the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock worth $6,128,484,000 after purchasing an additional 110,586 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.
JPMorgan Chase & Co. Price Performance Shares of JPM stock opened at $353.38 on Wednesday. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50. The firm has a market capitalization of $939.35 billion, a price-to-earnings ratio of 15.14, a price-to-earnings-growth ratio of 1.48 and a beta of 0.98. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The firm has a fifty day moving average of $350.99 and a 200-day moving average of $321.24.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. During the same period in the previous year, the company posted $4.96 earnings per share. The company’s revenue for the quarter was up 27.7% on a year-over-year basis. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year. Analyst Upgrades and Downgrades Several research firms have issued reports on JPM. Keefe, Bruyette & Woods upped their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. UBS Group raised their price target on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a report on Monday, August 3rd. Jefferies Financial Group set a $350.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Bank of America raised their target price on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Finally, Barclays lifted their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus target price of $359.96.
Check Out Our Latest Report on JPM
Key JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan expects approximately $138 billion of buyout debt to come to market, highlighting potential fee opportunities for its leveraged-finance and investment-banking businesses. Buyout Debt Is Surging to Levels Not Seen Since Before the Financial Crisis Positive Sentiment: The bank appointed its APAC and EMEA technology investment-banking chiefs as international co-heads, reinforcing its global technology franchise and succession depth. JPMorgan names APAC, EMEA tech investment banking chiefs as international co-heads Positive Sentiment: Heavy Treasury and corporate-bond issuance could support JPMorgan’s underwriting and trading businesses, although the benefit depends on sustained issuer and investor demand. Why Corporate Bonds Are Giving Treasuries a Tough Time Neutral Sentiment: JPMorgan was named broker for CSL’s on-market share buyback and ceased substantial-holder status in Peet Limited. These mandates and portfolio changes demonstrate client activity but are unlikely to materially affect JPM’s earnings. CSL Appoints J.P. Morgan as Broker for On-Market Share Buy-Back Neutral Sentiment: JPMorgan’s research points to a possible rebound in healthcare ETF flows, while its analysts remain constructive on selected sectors and stocks. This may generate research-related attention but has limited direct impact on JPM’s financial results. Healthcare ETFs Were Left Behind. JPMorgan Sees the Money Coming Back Negative Sentiment: Analysts warn that fading capital-markets momentum could produce uneven third-quarter results for JPMorgan and other large banks, particularly if deal activity and trading revenue soften. Capital Markets Momentum Fades: What it Means for Big Banks in Q3 Negative Sentiment: One valuation-focused analysis recommends holding JPM’s common shares rather than aggressively buying them at roughly 3.2 times book value, signaling limited upside after the stock’s strong run. JPMorgan: Start Accumulating The Preferred For Income, Hold The Common At 3.2x Book Insider Buying and Selling In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the transaction, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This trade represents a 11.78% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by corporate insiders.
(Free Report)
JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.
The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.
JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.
Further Reading Five stocks we like better than JPMorgan Chase & Co. Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
Demand for income-focused real estate strategies drives investor demand for net lease assets
, /PRNewswire/ -- J.P. Morgan Asset Management today announced the final close of J.P. Morgan Net Lease Real Estate Fund II ("the fund"), with $1.1 billion in total capital commitments. The successful close marks a significant milestone in the continued growth of J.P. Morgan's U.S. net lease platform as the first fund raised by the firm following its 2023 acquisition of Trio Investment Group, and builds on the strong foundation established by Trio Net Lease Fund I.
The fund closed above its initial $500 million target, attracting strong support from a diversified global institutional and private wealth investor base spanning the United States, Asia-Pacific, and the Middle East, with commitments anchored by leading pension, endowment, and insurance institutions. Over half of the investors are new to J.P. Morgan Asset Management Real Estate Americas, reflecting the breadth of the platform and its growing global reach.
"Investors continue to recognize the important role private markets can play in building resilient portfolios," said Jed Laskowitz, Global Head of Private Markets and Customized Solutions for J.P. Morgan Asset Management. "We saw strong demand for this offering and were able to close an oversubscribed fund quickly, an outcome that underscores investor conviction in our expertise and capabilities, particularly given today's real estate fundraising backdrop."
Net Lease Real Estate Fund II is focused on acquiring single-tenant properties with long-term, triple-net leases, targeting supply chain-critical industrial and industrial outdoor storage across the United States. The fund seeks to capitalize on secular tailwinds, including U.S. manufacturing growth and onshoring trends that are increasing demand for industrial space, as well as the growing need for private credit that is driving sale-leaseback activity. The strategy will look to provide stable, consistent cash flow for investors while helping tenants find capital and strengthen their balance sheets. The fund has an active acquisition pipeline diversified across property types and strategic logistics markets, supported by J.P. Morgan's longstanding corporate and banking relationships.
"Net lease will continue to be a focus for J.P. Morgan Asset Management, and this is just the beginning of providing our clients with greater access to this segment of the real estate market," said Chad Tredway, Global Head of Real Estate, J.P. Morgan Asset Management. "We believe net lease is particularly compelling right now because it can offer durable, long-term income and it is an area where we are seeing strong investor appetite and continued growth."
J.P. Morgan Asset Management has a 60-year history in global real estate investing and oversees $80 billion in assets under management globally.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $4.6 trillion as of June 30, 2026, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. For more information, visit: www.jpmorgan.com/am.
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America ("U.S."), with operations worldwide. JPMorganChase had $5.0 trillion in assets and $375 billion in stockholders' equity as of June 30, 2026. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world's most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
Convergence Financial LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 89.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 21,503 shares of the financial services provider’s stock after acquiring an additional 10,180 shares during the period. Convergence Financial LLC’s holdings in JPMorgan Chase & Co. were worth $7,038,000 at the end of the most recent reporting period.
Several other institutional investors have also recently added to or reduced their stakes in JPM. WealthSpring Partners LLC lifted its stake in JPMorgan Chase & Co. by 0.7% during the second quarter. WealthSpring Partners LLC now owns 4,730 shares of the financial services provider’s stock worth $1,548,000 after purchasing an additional 34 shares during the last quarter. Bridgewater Advisors Inc. raised its holdings in JPMorgan Chase & Co. by 12.3% during the second quarter. Bridgewater Advisors Inc. now owns 48,665 shares of the financial services provider’s stock worth $17,161,000 after purchasing an additional 5,324 shares in the last quarter. KBC Group NV raised its holdings in JPMorgan Chase & Co. by 4.3% during the second quarter. KBC Group NV now owns 2,384,147 shares of the financial services provider’s stock worth $780,402,000 after purchasing an additional 99,182 shares in the last quarter. GWN Securities Inc. lifted its position in shares of JPMorgan Chase & Co. by 3.5% during the 2nd quarter. GWN Securities Inc. now owns 7,361 shares of the financial services provider’s stock worth $2,410,000 after buying an additional 249 shares during the last quarter. Finally, Aspiring Ventures LLC boosted its holdings in shares of JPMorgan Chase & Co. by 5.0% in the 2nd quarter. Aspiring Ventures LLC now owns 1,057 shares of the financial services provider’s stock valued at $346,000 after buying an additional 50 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.
JPMorgan Chase & Co. Price Performance Shares of JPM opened at $353.38 on Wednesday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock’s 50 day moving average is $350.99 and its two-hundred day moving average is $321.24. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The firm has a market capitalization of $939.35 billion, a PE ratio of 15.14, a P/E/G ratio of 1.48 and a beta of 0.98.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the previous year, the business earned $4.96 earnings per share. The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. Research analysts anticipate that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year. Wall Street Analyst Weigh In JPM has been the topic of a number of recent analyst reports. Barclays increased their target price on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. Royal Bank Of Canada raised their price objective on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Citigroup boosted their target price on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a report on Monday, July 20th. Wells Fargo & Company raised their price target on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $418.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average target price of $359.96.
View Our Latest Stock Report on JPMorgan Chase & Co.
Insiders Place Their Bets In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.
Key JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan expects approximately $138 billion of buyout debt to come to market, highlighting potential fee opportunities for its leveraged-finance and investment-banking businesses. Buyout Debt Is Surging to Levels Not Seen Since Before the Financial Crisis Positive Sentiment: The bank appointed its APAC and EMEA technology investment-banking chiefs as international co-heads, reinforcing its global technology franchise and succession depth. JPMorgan names APAC, EMEA tech investment banking chiefs as international co-heads Positive Sentiment: Heavy Treasury and corporate-bond issuance could support JPMorgan’s underwriting and trading businesses, although the benefit depends on sustained issuer and investor demand. Why Corporate Bonds Are Giving Treasuries a Tough Time Neutral Sentiment: JPMorgan was named broker for CSL’s on-market share buyback and ceased substantial-holder status in Peet Limited. These mandates and portfolio changes demonstrate client activity but are unlikely to materially affect JPM’s earnings. CSL Appoints J.P. Morgan as Broker for On-Market Share Buy-Back Neutral Sentiment: JPMorgan’s research points to a possible rebound in healthcare ETF flows, while its analysts remain constructive on selected sectors and stocks. This may generate research-related attention but has limited direct impact on JPM’s financial results. Healthcare ETFs Were Left Behind. JPMorgan Sees the Money Coming Back Negative Sentiment: Analysts warn that fading capital-markets momentum could produce uneven third-quarter results for JPMorgan and other large banks, particularly if deal activity and trading revenue soften. Capital Markets Momentum Fades: What it Means for Big Banks in Q3 Negative Sentiment: One valuation-focused analysis recommends holding JPM’s common shares rather than aggressively buying them at roughly 3.2 times book value, signaling limited upside after the stock’s strong run. JPMorgan: Start Accumulating The Preferred For Income, Hold The Common At 3.2x Book (Free Report)
JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.
The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.
JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.
Further Reading Five stocks we like better than JPMorgan Chase & Co. Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
Donaldson Capital Management LLC lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 12.3% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 300,144 shares of the financial services provider’s stock after selling 42,176 shares during the period. JPMorgan Chase & Co. comprises 2.8% of Donaldson Capital Management LLC’s portfolio, making the stock its 9th largest position. Donaldson Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $98,246,000 as of its most recent SEC filing.
A number of other hedge funds have also recently bought and sold shares of the business. Morgan Stanley raised its position in shares of JPMorgan Chase & Co. by 1.4% in the 4th quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock valued at $21,390,662,000 after purchasing an additional 939,421 shares in the last quarter. Bank of America Corp DE grew its position in shares of JPMorgan Chase & Co. by 15.8% during the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after buying an additional 8,941,351 shares in the last quarter. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. in the fourth quarter worth $11,396,496,000. Bank of New York Mellon Corp increased its stake in shares of JPMorgan Chase & Co. by 5.4% in the fourth quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock worth $7,547,837,000 after buying an additional 1,194,583 shares during the last quarter. Finally, Legal & General Group Plc raised its holdings in JPMorgan Chase & Co. by 0.6% in the fourth quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock valued at $6,128,484,000 after acquiring an additional 110,586 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.
Analysts Set New Price Targets JPM has been the topic of a number of research analyst reports. Jefferies Financial Group set a $350.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Citigroup upped their target price on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research note on Monday, July 20th. Deutsche Bank Aktiengesellschaft upgraded JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price for the company in a research report on Wednesday, July 22nd. Morgan Stanley restated a “positive” rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Finally, Wells Fargo & Company lifted their price target on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a report on Friday, August 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $359.96.
Read Our Latest Stock Analysis on JPMorgan Chase & Co. JPMorgan Chase & Co. Trading Down 1.5% Shares of NYSE:JPM opened at $353.38 on Wednesday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The company’s 50-day moving average price is $350.99 and its 200 day moving average price is $321.24. The company has a market cap of $939.35 billion, a PE ratio of 15.14, a P/E/G ratio of 1.48 and a beta of 0.98. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping the consensus estimate 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 firm had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. During the same quarter in the prior year, the firm earned $4.96 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 27.7% on a year-over-year basis. Sell-side analysts anticipate that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year.
Insider Activity at JPMorgan Chase & Co. In other news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the transaction, the insider directly owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan expects approximately $138 billion of buyout debt to come to market, highlighting potential fee opportunities for its leveraged-finance and investment-banking businesses. Buyout Debt Is Surging to Levels Not Seen Since Before the Financial Crisis Positive Sentiment: The bank appointed its APAC and EMEA technology investment-banking chiefs as international co-heads, reinforcing its global technology franchise and succession depth. JPMorgan names APAC, EMEA tech investment banking chiefs as international co-heads Positive Sentiment: Heavy Treasury and corporate-bond issuance could support JPMorgan’s underwriting and trading businesses, although the benefit depends on sustained issuer and investor demand. Why Corporate Bonds Are Giving Treasuries a Tough Time Neutral Sentiment: JPMorgan was named broker for CSL’s on-market share buyback and ceased substantial-holder status in Peet Limited. These mandates and portfolio changes demonstrate client activity but are unlikely to materially affect JPM’s earnings. CSL Appoints J.P. Morgan as Broker for On-Market Share Buy-Back Neutral Sentiment: JPMorgan’s research points to a possible rebound in healthcare ETF flows, while its analysts remain constructive on selected sectors and stocks. This may generate research-related attention but has limited direct impact on JPM’s financial results. Healthcare ETFs Were Left Behind. JPMorgan Sees the Money Coming Back Negative Sentiment: Analysts warn that fading capital-markets momentum could produce uneven third-quarter results for JPMorgan and other large banks, particularly if deal activity and trading revenue soften. Capital Markets Momentum Fades: What it Means for Big Banks in Q3 Negative Sentiment: One valuation-focused analysis recommends holding JPM’s common shares rather than aggressively buying them at roughly 3.2 times book value, signaling limited upside after the stock’s strong run. JPMorgan: Start Accumulating The Preferred For Income, Hold The Common At 3.2x Book (Free Report)
JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.
The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.
JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.
Recommended Stories Five stocks we like better than JPMorgan Chase & Co. Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
Audent Global Asset Management LLC lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 33.2% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,150 shares of the financial services provider’s stock after selling 2,058 shares during the period. JPMorgan Chase & Co. comprises 1.5% of Audent Global Asset Management LLC’s portfolio, making the stock its 17th largest position. Audent Global Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $1,358,000 at the end of the most recent quarter.
Several other hedge funds also recently made changes to their positions in JPM. Timmons Wealth Management LLC bought a new position in JPMorgan Chase & Co. during the fourth quarter worth $27,000. MBM Wealth Consultants LLC acquired a new stake in shares of JPMorgan Chase & Co. during the first quarter worth $29,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth $32,000. Aventus Investment Advisors Inc. bought a new position in shares of JPMorgan Chase & Co. in the 2nd quarter worth about $33,000. Finally, Osbon Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. in the 4th quarter worth about $35,000. Institutional investors and hedge funds own 71.55% of the company’s stock.
Insider Buying and Selling In other news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the transaction, the insider directly owned 73,547 shares of the company’s stock, valued at $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.
Key Stories Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week: Positive Sentiment: JPMorgan strategist Marko Kolanovic reportedly recommended buying stock-market weakness, arguing that earnings strength could support equities. The commentary reinforces a constructive view of the broader market and JPMorgan’s investment-banking outlook. JPMorgan’s Matejka Says Buy the Dip in Stocks on Earnings Boost Positive Sentiment: A Zacks analysis identified JPM as a strong long-term stock, citing its positive earnings outlook and durable business quality. This supports investor confidence following JPMorgan’s recent earnings beat and substantial revenue growth. Why JPMorgan Chase & Co. (JPM) is a Top Stock for the Long-Term Neutral Sentiment: JPMorgan’s flagged 155 level in dollar-yen suggests a potential short squeeze as the yen strengthens. The resulting currency volatility could create trading opportunities for the bank but also reflects broader market-risk concerns. Dollar-Yen Falls To Seven-Month Lows: Is the Carry Trade Now Broken? Neutral Sentiment: JPMorgan said Europe’s proposed “transition” investment-fund label is too narrow. The issue could affect sustainable-finance product development, but no immediate earnings impact was indicated. JPMorgan Says Europe’s ‘Transition’ Fund Label Is Too Narrow Negative Sentiment: Analysts warned that fading capital-markets momentum in the third quarter could produce uneven results for major banks, including JPM. Weaker deal activity, trading or underwriting revenue would pressure near-term expectations. Capital Markets Momentum Fades: What it Means for Big Banks in Q3 Negative Sentiment: A valuation-focused analysis recommended accumulating JPMorgan preferred shares for income while holding the common stock, which it viewed as expensive at roughly 3.2 times book value. Elevated valuation limits upside if growth expectations weaken. JPMorgan: Start Accumulating The Preferred For Income, Hold The Common At 3.2x Book Negative Sentiment: Commentary on JPMorgan’s nearly $1 trillion market value highlighted investor dependence on CEO Jamie Dimon and uncertainty surrounding eventual succession. Any concern that the “Jamie premium” is too large could weigh on the common stock’s valuation. JPMorgan’s Market Value Is Flirting With $1 Trillion JPMorgan Chase & Co. Stock Down 0.1% JPM stock opened at $358.21 on Tuesday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50. The firm’s 50-day simple moving average is $350.46 and its 200 day simple moving average is $320.92. The stock has a market cap of $952.19 billion, a PE ratio of 15.35, a price-to-earnings-growth ratio of 1.48 and a beta of 0.98.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (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 firm had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. During the same period in the previous year, the business posted $4.96 EPS. JPMorgan Chase & Co.’s revenue was up 27.7% on a year-over-year basis. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 24.28 EPS for the current year.
Analyst Ratings Changes Several research analysts have recently commented on the stock. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Barclays increased their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. The Goldman Sachs Group restated a “buy” rating and issued a $418.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Royal Bank Of Canada upped their target price on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. Finally, Evercore reiterated an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average target price of $359.96.
Read Our Latest Analysis on JPM
JPMorgan Chase & Co. Profile (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.
Featured Articles Five stocks we like better than JPMorgan Chase & Co. 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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Caitong International Asset Management Co. Ltd purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 2,876 shares of the financial services provider’s stock, valued at approximately $941,000.
Other hedge funds also recently bought and sold shares of the company. Morgan Stanley grew its holdings in JPMorgan Chase & Co. by 1.4% in the 4th quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock valued at $21,390,662,000 after buying an additional 939,421 shares during the last quarter. Bank of America Corp DE boosted its holdings in JPMorgan Chase & Co. by 15.8% in the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock valued at $19,314,681,000 after purchasing an additional 8,941,351 shares during the period. Norges Bank acquired a new stake in JPMorgan Chase & Co. in the 4th quarter worth $11,396,496,000. Bank of New York Mellon Corp raised its position in shares of JPMorgan Chase & Co. by 5.4% during the fourth quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock valued at $7,547,837,000 after buying an additional 1,194,583 shares during the last quarter. Finally, Legal & General Group Plc lifted its stake in shares of JPMorgan Chase & Co. by 0.6% in the fourth quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock valued at $6,128,484,000 after buying an additional 110,586 shares during the period. 71.55% of the stock is currently owned by institutional investors.
JPMorgan Chase & Co. Stock Down 0.1% Shares of JPMorgan Chase & Co. stock opened at $358.21 on Tuesday. The business has a fifty day simple moving average of $350.46 and a 200 day simple moving average of $320.92. The stock has a market cap of $952.19 billion, a PE ratio of 15.35, a price-to-earnings-growth ratio of 1.48 and a beta of 0.98. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. During the same quarter last year, the business earned $4.96 earnings per share. The company’s revenue was up 27.7% compared to the same quarter last year. Research analysts predict that JPMorgan Chase & Co. will post 24.28 EPS for the current year. JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan strategist Marko Kolanovic reportedly recommended buying stock-market weakness, arguing that earnings strength could support equities. The commentary reinforces a constructive view of the broader market and JPMorgan’s investment-banking outlook. JPMorgan’s Matejka Says Buy the Dip in Stocks on Earnings Boost Positive Sentiment: A Zacks analysis identified JPM as a strong long-term stock, citing its positive earnings outlook and durable business quality. This supports investor confidence following JPMorgan’s recent earnings beat and substantial revenue growth. Why JPMorgan Chase & Co. (JPM) is a Top Stock for the Long-Term Neutral Sentiment: JPMorgan’s flagged 155 level in dollar-yen suggests a potential short squeeze as the yen strengthens. The resulting currency volatility could create trading opportunities for the bank but also reflects broader market-risk concerns. Dollar-Yen Falls To Seven-Month Lows: Is the Carry Trade Now Broken? Neutral Sentiment: JPMorgan said Europe’s proposed “transition” investment-fund label is too narrow. The issue could affect sustainable-finance product development, but no immediate earnings impact was indicated. JPMorgan Says Europe’s ‘Transition’ Fund Label Is Too Narrow Negative Sentiment: Analysts warned that fading capital-markets momentum in the third quarter could produce uneven results for major banks, including JPM. Weaker deal activity, trading or underwriting revenue would pressure near-term expectations. Capital Markets Momentum Fades: What it Means for Big Banks in Q3 Negative Sentiment: A valuation-focused analysis recommended accumulating JPMorgan preferred shares for income while holding the common stock, which it viewed as expensive at roughly 3.2 times book value. Elevated valuation limits upside if growth expectations weaken. JPMorgan: Start Accumulating The Preferred For Income, Hold The Common At 3.2x Book Negative Sentiment: Commentary on JPMorgan’s nearly $1 trillion market value highlighted investor dependence on CEO Jamie Dimon and uncertainty surrounding eventual succession. Any concern that the “Jamie premium” is too large could weigh on the common stock’s valuation. JPMorgan’s Market Value Is Flirting With $1 Trillion Wall Street Analysts Forecast Growth Several equities analysts have commented on JPM shares. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Bank of America raised their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. Royal Bank Of Canada upped their target price on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. Morgan Stanley restated a “positive” rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Finally, UBS Group upped their price target on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a research report on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $359.96.
View Our Latest Stock Report on JPM
Insider Transactions at JPMorgan Chase & Co. In other news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the sale, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Company Profile (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.
Further Reading Five stocks we like better than JPMorgan Chase & Co. 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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JPMorgan Chase & Co. (JPM - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this company have returned -0.3%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Financial - Investment Bank industry, which JPMorgan Chase & Co. falls in, has gained 1.6%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, JPMorgan Chase & Co. is expected to post earnings of $5.83 per share, indicating a change of +15% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $24.93 points to a change of +22.6% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $25.02 indicates a change of +0.3% from what JPMorgan Chase & Co. is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, JPMorgan Chase & Co. is rated Zacks Rank #2 (Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of JPMorgan Chase & Co., the consensus sales estimate of $51.51 billion for the current quarter points to a year-over-year change of +10.9%. The $206.63 billion and $209.95 billion estimates for the current and next fiscal years indicate changes of +13.3% and +1.6%, respectively.
Last Reported Results and Surprise HistoryJPMorgan Chase & Co. reported revenues of $57.35 billion in the last reported quarter, representing a year-over-year change of +27.7%. EPS of $6.14 for the same period compares with $4.96 a year ago.
Compared to the Zacks Consensus Estimate of $49.14 billion, the reported revenues represent a surprise of +16.7%. The EPS surprise was +9.84%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
JPMorgan Chase & Co. is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about JPMorgan Chase & Co.. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
JPMorgan Chase & Co (JPM.N) has appointed its Asia Pacific and EMEA technology investment banking chiefs as co-heads of international technology investment banking, according to a memo issued by the company and seen by Reuters on Tuesday.
Here are some details:
Mark Fiteny, head of Asia-Pacific Technology, Media, and Telecom (APAC TMT) and New Economy Investment Banking, and Matt Gehl, head of EMEA Technology Investment Banking, were named co-heads of International Technology Investment Banking, the memo showed.
The appointments were confirmed by a company spokesperson.
Fiteny and Gehl each bring more than two decades of experience and will support the bank's technology clients globally in their new roles.
The bank also named Pieter Himpe, currently head of EMEA Internet and Tech Services within its technology investment banking division, as co-head of EMEA Technology Investment Banking alongside veteran banker Bill Hutchings.
Gehl will remain based in London and Fiteny in Hong Kong.
Heritage Investors Management Corp reduced its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.4% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 185,967 shares of the financial services provider’s stock after selling 4,523 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.7% of Heritage Investors Management Corp’s holdings, making the stock its 14th largest holding. Heritage Investors Management Corp’s holdings in JPMorgan Chase & Co. were worth $60,873,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in JPM. Timmons Wealth Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at approximately $27,000. Caitong International Asset Management Co. Ltd acquired a new position in JPMorgan Chase & Co. during the fourth quarter valued at approximately $32,000. MBM Wealth Consultants LLC acquired a new position in JPMorgan Chase & Co. during the first quarter valued at approximately $29,000. Aventus Investment Advisors Inc. bought a new stake in JPMorgan Chase & Co. in the second quarter valued at approximately $33,000. Finally, Osbon Capital Management LLC acquired a new stake in JPMorgan Chase & Co. in the fourth quarter worth $35,000. 71.55% of the stock is owned by institutional investors and hedge funds.
JPMorgan Chase & Co. Stock Performance Shares of JPMorgan Chase & Co. stock opened at $358.21 on Monday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. The firm has a market cap of $952.19 billion, a price-to-earnings ratio of 15.35, a price-to-earnings-growth ratio of 1.48 and a beta of 0.98. The stock’s 50-day moving average is $349.89 and its 200-day moving average is $320.56. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter last year, the firm earned $4.96 EPS. Equities analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year. Key JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Hiring strengthens JPMorgan’s healthcare investment-banking franchise. The bank reportedly hired senior healthcare banker David Blais from Guggenheim Securities, adding industry expertise and potentially supporting advisory and capital-markets revenue. JPMorgan hires healthcare banker David Blais from Guggenheim Positive Sentiment: Persistent inflation could keep interest rates elevated. JPMorgan and BNP Paribas now expect another European Central Bank rate increase in December. Higher rates can support net interest income, although they may also weigh on loan demand and markets activity. JPMorgan and BNP Paribas expect ECB rate hike Neutral Sentiment: JPMorgan’s rate outlook conflicts with market pricing. A senior JPMorgan strategist expects no U.S. rate increase for the remainder of the year, while futures markets reportedly assign meaningful odds to a hike. The disagreement increases uncertainty around bank valuations, bond trading and interest income. No increase in interest rates anytime this year Neutral Sentiment: A strong labor market is a mixed development. Reports of 162,000 new jobs may support loan demand and interest income, but they also raise the possibility of higher-for-longer rates, increased credit costs and valuation pressure for financial stocks. JPMorgan falls even as 162,000 jobs revive higher rates Negative Sentiment: Reduced financing for Jane Street highlights competitive pressure. JPMorgan reportedly scaled back financing to the quantitative trading firm as Jane Street expands in U.S. Treasury market-making, underscoring competition from nonbank firms in fixed-income markets. JPMorgan scales back Jane Street financing Negative Sentiment: Legal exposure remains an overhang. JPMorgan is seeking to stay a $20 million fee order related to the Javice litigation, keeping attention on litigation costs and reputational risk. JPMorgan seeks stay of $20M Javice, Amar fee order Wall Street Analyst Weigh In A number of equities analysts have recently weighed in on JPM shares. Evercore reissued an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Weiss Ratings raised JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research note on Wednesday. Royal Bank Of Canada lifted their target price on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Finally, Keefe, Bruyette & Woods raised their price target on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average price target of $359.96.
Read Our Latest Stock Report on JPM
Insider Activity at JPMorgan Chase & Co. In related news, insider Robin Leopold sold 2,500 shares of the stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the transaction, the insider owned 73,547 shares in the company, valued at approximately $26,580,621.27. This represents a 3.29% 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, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This trade represents a 11.78% decrease in their position. 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. 0.41% of the stock is owned by company insiders.
JPMorgan Chase & Co. Profile (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.
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Carret Asset Management LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 142,669 shares of the financial services provider’s stock after selling 1,977 shares during the quarter. JPMorgan Chase & Co. makes up approximately 4.1% of Carret Asset Management LLC’s investment portfolio, making the stock its 3rd biggest holding. Carret Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $46,700,000 as of its most recent SEC filing.
A number of other large investors also recently bought and sold shares of JPM. Norges Bank purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at about $11,396,496,000. Bank of America Corp DE grew its position in shares of JPMorgan Chase & Co. by 15.8% in the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after buying an additional 8,941,351 shares during the last quarter. Cardano Risk Management B.V. raised its stake in shares of JPMorgan Chase & Co. by 889.3% during the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock worth $2,794,785,000 after acquiring an additional 7,796,814 shares in the last quarter. Ascentis Wealth Management LLC raised its stake in shares of JPMorgan Chase & Co. by 32,672.0% during the 2nd quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock worth $1,521,126,000 after acquiring an additional 4,632,891 shares in the last quarter. Finally, American Assets Investment Management LLC raised its stake in shares of JPMorgan Chase & Co. by 1,172.2% during the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock worth $728,024,000 after acquiring an additional 2,081,800 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.
JPMorgan Chase & Co. Stock Down 0.1% JPMorgan Chase & Co. stock opened at $358.21 on Monday. The business’s 50-day moving average price is $349.89 and its 200 day moving average price is $320.56. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The firm has a market cap of $952.19 billion, a price-to-earnings ratio of 15.35, a price-to-earnings-growth ratio of 1.48 and a beta of 0.98. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its 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 return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. During the same period last year, the firm earned $4.96 EPS. The company’s quarterly revenue was up 27.7% on a year-over-year basis. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year. Key Stories Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Hiring strengthens JPMorgan’s healthcare investment-banking franchise. The bank reportedly hired senior healthcare banker David Blais from Guggenheim Securities, adding industry expertise and potentially supporting advisory and capital-markets revenue. JPMorgan hires healthcare banker David Blais from Guggenheim Positive Sentiment: Persistent inflation could keep interest rates elevated. JPMorgan and BNP Paribas now expect another European Central Bank rate increase in December. Higher rates can support net interest income, although they may also weigh on loan demand and markets activity. JPMorgan and BNP Paribas expect ECB rate hike Neutral Sentiment: JPMorgan’s rate outlook conflicts with market pricing. A senior JPMorgan strategist expects no U.S. rate increase for the remainder of the year, while futures markets reportedly assign meaningful odds to a hike. The disagreement increases uncertainty around bank valuations, bond trading and interest income. No increase in interest rates anytime this year Neutral Sentiment: A strong labor market is a mixed development. Reports of 162,000 new jobs may support loan demand and interest income, but they also raise the possibility of higher-for-longer rates, increased credit costs and valuation pressure for financial stocks. JPMorgan falls even as 162,000 jobs revive higher rates Negative Sentiment: Reduced financing for Jane Street highlights competitive pressure. JPMorgan reportedly scaled back financing to the quantitative trading firm as Jane Street expands in U.S. Treasury market-making, underscoring competition from nonbank firms in fixed-income markets. JPMorgan scales back Jane Street financing Negative Sentiment: Legal exposure remains an overhang. JPMorgan is seeking to stay a $20 million fee order related to the Javice litigation, keeping attention on litigation costs and reputational risk. JPMorgan seeks stay of $20M Javice, Amar fee order Wall Street Analyst Weigh In Several equities research analysts have weighed in on the stock. Royal Bank Of Canada raised their target price on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. Morgan Stanley reaffirmed a “positive” rating and set a $370.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft raised JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective for the company in a research report on Wednesday, July 22nd. Citigroup boosted their target price on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a research note on Monday, July 20th. Finally, Jefferies Financial Group set a $350.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $359.96.
Read Our Latest Research Report on JPMorgan Chase & Co.
Insider Activity at JPMorgan Chase & Co. In related news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the sale, the insider directly owned 73,547 shares in the company, valued at $26,580,621.27. This represents a 3.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.
(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.
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Focus List Spotlight: JPMorgan Chase & Co. (JPM - Free Report) Headquartered in New York, JPMorgan Chase & Co. is one of the biggest global banks with assets worth $5.02 trillion and total stockholders’ equity worth $374.6 billion as of June 30, 2026. With operations in more than 60 countries, the company (incorporated under Delaware law in 1968) is one of the largest financial services firms globally.
JPM, a #2 (Buy) stock, was added to the Focus List on October 10, 2016 at $68.11 per share. Since then, shares have increased 426.56% to $358.64.
Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $2.2 to $24.93. JPM also boasts an average earnings surprise of 7.3%.
Moreover, analysts are expecting JPM's earnings to grow 22.6% for the current fiscal year.
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JPMorgan Chase (JPM -0.95%) is one of the world's largest financial institutions. It has been run by Jamie Dimon since Jan. 1, 2006. He has also been the chairman of the board since 2007. In other words, he steered JPMorgan Chase through the very difficult Great Recession and oversaw the business's material growth since that deep economic downturn. There's a reason why Wall Street gives him high marks for his stewardship. But is that a potential risk when he eventually steps aside?
JPMorgan Chase has had a great run Most large U.S. banks were hit hard by the 2007-2009 recession that nearly brought the world's financial system to its knees. Like many of its peers, JPMorgan Chase cut its dividend during the downturn, but it quickly began growing it again. Some of the company's biggest peers took much longer to recover. That's a testament to Jamie Dimon's leadership and shareholder focus, with the stock now closing in on a $1 trillion valuation.
Image source: JPMorgan Chase & Co.
Today, Wall Street listens to every word Jamie Dimon utters with extreme interest. For example, when he recently warned about increasing market risk in JPMorgan Chase's second-quarter earnings release, it was headline-grabbing news. When a CEO has this much prominence, investors can give the companies they oversee a bit of a premium. Some are concerned that this is the case with JPMorgan Chase today.
That's not an unreasonable assessment. JPMorgan's chase's price-to-earnings ratio is 15.5x as of this writing, versus a five-year average of 11.5x. Its price-to-book ratio is 2.7x compared to a longer-term average of 1.8x. So, historically speaking, the stock appears to be trading at a premium. That valuation story gets even worse when you compare JPMorgan Chase to the average bank, which has a P/E of 11.6x and a P/B of 1.3x.
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What could go wrong with the JPMorgan Chase premium? So long as Jamie Dimon sticks around, there's no particular reason to worry about a "Jamie premium" going away. But at 70, he's far closer to retirement than he was in 2006, when he was roughly 50. He will eventually step away from the CEO role, leaving his successor with very large shoes to fill. If you own JPMorgan Chase because of Jamie Dimon's astute leadership, you might want to consider taking some profits, given the stock's elevated valuation.
That said, if Jamie Dimon steps aside before the next recession hits, the risk of Wall Street revaluing the shares could be even bigger in a downturn. Investors trust Dimon; they won't know what to think of the next CEO until that person has proven their management chops. This is a case where good leadership may expose investors to increased risk because emotionally driven investors are placing so much trust in one person.
JPMorgan Chase is an advertising partner of Motley Fool Money. Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends JPMorgan Chase. The Motley Fool has a disclosure policy.
Everett Harris & Co. CA boosted its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 10.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 30,793 shares of the financial services provider’s stock after purchasing an additional 2,844 shares during the quarter. Everett Harris & Co. CA’s holdings in JPMorgan Chase & Co. were worth $10,079,000 at the end of the most recent quarter.
A number of other hedge funds also recently bought and sold shares of the company. Timmons Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth about $27,000. MBM Wealth Consultants LLC bought a new stake in shares of JPMorgan Chase & Co. during the first quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd bought a new position in JPMorgan Chase & Co. during the 4th quarter worth about $32,000. Aventus Investment Advisors Inc. bought a new position in shares of JPMorgan Chase & Co. in the 2nd quarter worth $33,000. Finally, Osbon Capital Management LLC acquired a new stake in JPMorgan Chase & Co. in the fourth quarter valued at approximately $35,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Key Headlines Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Hiring strengthens JPMorgan’s healthcare investment-banking franchise. The bank reportedly hired senior healthcare banker David Blais from Guggenheim Securities, adding industry expertise and potentially supporting advisory and capital-markets revenue. JPMorgan hires healthcare banker David Blais from Guggenheim Positive Sentiment: Persistent inflation could keep interest rates elevated. JPMorgan and BNP Paribas now expect another European Central Bank rate increase in December. Higher rates can support net interest income, although they may also weigh on loan demand and markets activity. JPMorgan and BNP Paribas expect ECB rate hike Neutral Sentiment: JPMorgan’s rate outlook conflicts with market pricing. A senior JPMorgan strategist expects no U.S. rate increase for the remainder of the year, while futures markets reportedly assign meaningful odds to a hike. The disagreement increases uncertainty around bank valuations, bond trading and interest income. No increase in interest rates anytime this year Neutral Sentiment: A strong labor market is a mixed development. Reports of 162,000 new jobs may support loan demand and interest income, but they also raise the possibility of higher-for-longer rates, increased credit costs and valuation pressure for financial stocks. JPMorgan falls even as 162,000 jobs revive higher rates Negative Sentiment: Reduced financing for Jane Street highlights competitive pressure. JPMorgan reportedly scaled back financing to the quantitative trading firm as Jane Street expands in U.S. Treasury market-making, underscoring competition from nonbank firms in fixed-income markets. JPMorgan scales back Jane Street financing Negative Sentiment: Legal exposure remains an overhang. JPMorgan is seeking to stay a $20 million fee order related to the Javice litigation, keeping attention on litigation costs and reputational risk. JPMorgan seeks stay of $20M Javice, Amar fee order Wall Street Analysts Forecast Growth JPM has been the topic of several recent research reports. UBS Group upped their price objective on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Wells Fargo & Company raised their price objective on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a report on Friday, August 14th. Royal Bank Of Canada increased their price objective on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. Keefe, Bruyette & Woods increased their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Finally, Barclays increased their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $359.96. Read Our Latest Research Report on JPM
Insider Buying and Selling at JPMorgan Chase & Co. In related news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the sale, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Stock Down 1.1% NYSE JPM opened at $358.21 on Friday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. The company has a market capitalization of $952.19 billion, a P/E ratio of 15.35, a PEG ratio of 1.49 and a beta of 0.98. The company’s 50 day simple moving average is $349.89 and its 200 day simple moving average is $320.44.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. During the same period in the prior year, the business earned $4.96 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% compared to the same quarter last year. Equities research analysts expect that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.
(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.
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First National Bank of Hutchinson increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 16.4% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 15,641 shares of the financial services provider’s stock after purchasing an additional 2,206 shares during the period. JPMorgan Chase & Co. accounts for 2.8% of First National Bank of Hutchinson’s investment portfolio, making the stock its 10th largest position. First National Bank of Hutchinson’s holdings in JPMorgan Chase & Co. were worth $5,120,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Timmons Wealth Management LLC purchased a new stake in JPMorgan Chase & Co. during the fourth quarter valued at about $27,000. MBM Wealth Consultants LLC purchased a new stake in JPMorgan Chase & Co. during the 1st quarter valued at $29,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $32,000. Aventus Investment Advisors Inc. bought a new position in JPMorgan Chase & Co. in the second quarter worth approximately $33,000. Finally, Osbon Capital Management LLC purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth about $35,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.
JPMorgan Chase & Co. Trading Down 1.1% JPM opened at $358.21 on Friday. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. The business has a fifty day simple moving average of $349.89 and a 200-day simple moving average of $320.44. The firm has a market cap of $952.19 billion, a P/E ratio of 15.35, a P/E/G ratio of 1.49 and a beta of 0.98. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping the consensus estimate of $5.59 by $0.55. The company had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.JPMorgan Chase & Co.’s revenue was up 27.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.96 EPS. On average, equities analysts expect that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year. Insiders Place Their Bets In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the transaction, the insider owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the sale, the general counsel owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This trade represents a 11.78% 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. 0.41% of the stock is owned by corporate insiders.
Analyst Ratings Changes Several research firms recently weighed in on JPM. Truist Financial increased their price target on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a report on Wednesday, July 15th. Morgan Stanley reaffirmed a “positive” rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Jefferies Financial Group set a $350.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, Weiss Ratings upgraded JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned 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 $359.96.
Get Our Latest Research Report on JPM
Key JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Hiring strengthens JPMorgan’s healthcare investment-banking franchise. The bank reportedly hired senior healthcare banker David Blais from Guggenheim Securities, adding industry expertise and potentially supporting advisory and capital-markets revenue. JPMorgan hires healthcare banker David Blais from Guggenheim Positive Sentiment: Persistent inflation could keep interest rates elevated. JPMorgan and BNP Paribas now expect another European Central Bank rate increase in December. Higher rates can support net interest income, although they may also weigh on loan demand and markets activity. JPMorgan and BNP Paribas expect ECB rate hike Neutral Sentiment: JPMorgan’s rate outlook conflicts with market pricing. A senior JPMorgan strategist expects no U.S. rate increase for the remainder of the year, while futures markets reportedly assign meaningful odds to a hike. The disagreement increases uncertainty around bank valuations, bond trading and interest income. No increase in interest rates anytime this year Neutral Sentiment: A strong labor market is a mixed development. Reports of 162,000 new jobs may support loan demand and interest income, but they also raise the possibility of higher-for-longer rates, increased credit costs and valuation pressure for financial stocks. JPMorgan falls even as 162,000 jobs revive higher rates Negative Sentiment: Reduced financing for Jane Street highlights competitive pressure. JPMorgan reportedly scaled back financing to the quantitative trading firm as Jane Street expands in U.S. Treasury market-making, underscoring competition from nonbank firms in fixed-income markets. JPMorgan scales back Jane Street financing Negative Sentiment: Legal exposure remains an overhang. JPMorgan is seeking to stay a $20 million fee order related to the Javice litigation, keeping attention on litigation costs and reputational risk. JPMorgan seeks stay of $20M Javice, Amar fee order JPMorgan Chase & Co. Company Profile (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.
Featured Articles Five stocks we like better than JPMorgan Chase & Co. Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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Daniel Investment Group Inc. bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 21,906 shares of the financial services provider’s stock, valued at approximately $7,171,000. JPMorgan Chase & Co. makes up about 4.2% of Daniel Investment Group Inc.’s holdings, making the stock its 5th biggest holding.
A number of other institutional investors have also recently added to or reduced their stakes in the company. Timmons Wealth Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $27,000. MBM Wealth Consultants LLC acquired a new stake in JPMorgan Chase & Co. in the first quarter worth approximately $29,000. Caitong International Asset Management Co. Ltd acquired a new position in JPMorgan Chase & Co. during the fourth quarter worth about $32,000. Aventus Investment Advisors Inc. bought a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at about $33,000. Finally, Osbon Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at $35,000. Institutional investors and hedge funds own 71.55% of the company’s stock.
JPMorgan Chase & Co. Price Performance Shares of JPM opened at $358.21 on Friday. The company has a 50 day moving average of $349.89 and a 200-day moving average of $320.44. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The stock has a market capitalization of $952.19 billion, a P/E ratio of 15.35, a P/E/G ratio of 1.49 and a beta of 0.98. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. During the same period in the previous year, the firm earned $4.96 EPS. The firm’s revenue was up 27.7% compared to the same quarter last year. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year. Wall Street Analyst Weigh In A number of research analysts recently commented on JPM shares. Royal Bank Of Canada boosted their price objective on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. Keefe, Bruyette & Woods lifted their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Wells Fargo & Company boosted their price objective on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research report on Friday, August 14th. UBS Group boosted their price target on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a research note on Monday, August 3rd. Finally, Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.
Check Out Our Latest Stock Analysis on JPM
Insider Transactions at JPMorgan Chase & Co. In other news, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This trade represents a 11.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the sale, the insider owned 73,547 shares in the company, valued at $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.
More JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Hiring strengthens JPMorgan’s healthcare investment-banking franchise. The bank reportedly hired senior healthcare banker David Blais from Guggenheim Securities, adding industry expertise and potentially supporting advisory and capital-markets revenue. JPMorgan hires healthcare banker David Blais from Guggenheim Positive Sentiment: Persistent inflation could keep interest rates elevated. JPMorgan and BNP Paribas now expect another European Central Bank rate increase in December. Higher rates can support net interest income, although they may also weigh on loan demand and markets activity. JPMorgan and BNP Paribas expect ECB rate hike Neutral Sentiment: JPMorgan’s rate outlook conflicts with market pricing. A senior JPMorgan strategist expects no U.S. rate increase for the remainder of the year, while futures markets reportedly assign meaningful odds to a hike. The disagreement increases uncertainty around bank valuations, bond trading and interest income. No increase in interest rates anytime this year Neutral Sentiment: A strong labor market is a mixed development. Reports of 162,000 new jobs may support loan demand and interest income, but they also raise the possibility of higher-for-longer rates, increased credit costs and valuation pressure for financial stocks. JPMorgan falls even as 162,000 jobs revive higher rates Negative Sentiment: Reduced financing for Jane Street highlights competitive pressure. JPMorgan reportedly scaled back financing to the quantitative trading firm as Jane Street expands in U.S. Treasury market-making, underscoring competition from nonbank firms in fixed-income markets. JPMorgan scales back Jane Street financing Negative Sentiment: Legal exposure remains an overhang. JPMorgan is seeking to stay a $20 million fee order related to the Javice litigation, keeping attention on litigation costs and reputational risk. JPMorgan seeks stay of $20M Javice, Amar fee order (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.
Read More Five stocks we like better than JPMorgan Chase & Co. Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
Elyxium Wealth LLC increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 23.6% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 18,810 shares of the financial services provider’s stock after purchasing an additional 3,591 shares during the period. Elyxium Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $6,157,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also modified their holdings of JPM. Arkansas Financial Group Inc. increased its position in JPMorgan Chase & Co. by 1.1% during the second quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider’s stock worth $873,000 after buying an additional 30 shares during the last quarter. Flynn Zito Capital Management LLC increased its holdings in JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider’s stock valued at $926,000 after buying an additional 30 shares during the period. Wedgewood Investors Inc. PA lifted its stake in JPMorgan Chase & Co. by 1.5% during the second quarter. Wedgewood Investors Inc. PA now owns 2,059 shares of the financial services provider’s stock worth $674,000 after purchasing an additional 30 shares during the period. WealthBridge Capital Management LLC grew its stake in JPMorgan Chase & Co. by 0.3% during the second quarter. WealthBridge Capital Management LLC now owns 10,503 shares of the financial services provider’s stock worth $3,438,000 after buying an additional 31 shares during the last quarter. Finally, Jacobsen Capital Management grew its holdings in JPMorgan Chase & Co. by 0.6% during the 2nd quarter. Jacobsen Capital Management now owns 5,373 shares of the financial services provider’s stock worth $1,759,000 after acquiring an additional 32 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.
JPMorgan Chase & Co. Stock Performance Shares of NYSE JPM opened at $358.21 on Friday. The firm’s 50-day moving average price is $349.89 and its 200-day moving average price is $320.44. The company has a market cap of $952.19 billion, a PE ratio of 15.35, a PEG ratio of 1.49 and a beta of 0.98. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $50.72 billion. During the same period in the prior year, the firm posted $4.96 EPS. The firm’s quarterly revenue was up 27.7% compared to the same quarter last year. As a group, analysts anticipate that JPMorgan Chase & Co. will post 24.28 EPS for the current year. Insider Activity at JPMorgan Chase & Co. In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the sale, the insider directly owned 73,547 shares in the company, valued at $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the sale, the general counsel owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their position. 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. Corporate insiders own 0.41% of the company’s stock.
Analysts Set New Price Targets JPM has been the subject of several research reports. Bank of America increased their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Robert W. Baird raised their price target on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research note on Wednesday, July 15th. The Goldman Sachs Group restated a “buy” rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Citigroup boosted their price objective on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research note on Monday, July 20th. Finally, Royal Bank Of Canada upped their target price on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $359.96.
Read Our Latest Stock Report on JPM
Key JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Hiring strengthens JPMorgan’s healthcare investment-banking franchise. The bank reportedly hired senior healthcare banker David Blais from Guggenheim Securities, adding industry expertise and potentially supporting advisory and capital-markets revenue. JPMorgan hires healthcare banker David Blais from Guggenheim Positive Sentiment: Persistent inflation could keep interest rates elevated. JPMorgan and BNP Paribas now expect another European Central Bank rate increase in December. Higher rates can support net interest income, although they may also weigh on loan demand and markets activity. JPMorgan and BNP Paribas expect ECB rate hike Neutral Sentiment: JPMorgan’s rate outlook conflicts with market pricing. A senior JPMorgan strategist expects no U.S. rate increase for the remainder of the year, while futures markets reportedly assign meaningful odds to a hike. The disagreement increases uncertainty around bank valuations, bond trading and interest income. No increase in interest rates anytime this year Neutral Sentiment: A strong labor market is a mixed development. Reports of 162,000 new jobs may support loan demand and interest income, but they also raise the possibility of higher-for-longer rates, increased credit costs and valuation pressure for financial stocks. JPMorgan falls even as 162,000 jobs revive higher rates Negative Sentiment: Reduced financing for Jane Street highlights competitive pressure. JPMorgan reportedly scaled back financing to the quantitative trading firm as Jane Street expands in U.S. Treasury market-making, underscoring competition from nonbank firms in fixed-income markets. JPMorgan scales back Jane Street financing Negative Sentiment: Legal exposure remains an overhang. JPMorgan is seeking to stay a $20 million fee order related to the Javice litigation, keeping attention on litigation costs and reputational risk. JPMorgan seeks stay of $20M Javice, Amar fee order JPMorgan Chase & Co. Company Profile (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.
Further Reading Five stocks we like better than JPMorgan Chase & Co. Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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Jennison Associates LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 12.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,213,493 shares of the financial services provider’s stock after selling 170,155 shares during the quarter. Jennison Associates LLC’s holdings in JPMorgan Chase & Co. were worth $397,213,000 as of its most recent SEC filing.
Several other institutional investors have also recently made changes to their positions in the company. Timmons Wealth Management LLC purchased a new position in JPMorgan Chase & Co. in the fourth quarter valued at $27,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $32,000. MBM Wealth Consultants LLC acquired a new stake in shares of JPMorgan Chase & Co. during the 1st quarter valued at about $29,000. Aventus Investment Advisors Inc. purchased a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at about $33,000. Finally, Osbon Capital Management LLC purchased a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $35,000. 71.55% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In A number of brokerages have issued reports on JPM. Keefe, Bruyette & Woods increased their price target on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. The Goldman Sachs Group restated a “buy” rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Truist Financial upped their price objective on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research report on Wednesday, July 15th. Morgan Stanley reissued a “positive” rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, July 15th. Finally, Royal Bank Of Canada upped their price target on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.
View Our Latest Analysis on JPM JPMorgan Chase & Co. Price Performance JPMorgan Chase & Co. stock opened at $362.11 on Friday. The company has a fifty day simple moving average of $349.30 and a 200-day simple moving average of $320.17. The firm has a market capitalization of $962.56 billion, a price-to-earnings ratio of 15.51, a PEG ratio of 1.47 and a beta of 0.98. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping 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 firm had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. During the same period in the previous year, the business posted $4.96 earnings per share. JPMorgan Chase & Co.’s quarterly revenue was up 27.7% on a year-over-year basis. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.
Key Headlines Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Higher interest-rate expectations and a 10-year Treasury yield near 4.8% are supporting the earnings case for JPMorgan. Recent commentary cited a 10% increase in net interest income to $25.6 billion, making banks more attractive as investors rotate away from some growth stocks. JPMorgan Rises as 10-Year Treasury Yield Hits 4.8% Expectations of Rising Rates and Worries About AI Have Investors Piling Into Big Bank Stocks Positive Sentiment: JPMorgan’s market outperformance reflects favorable investor positioning and continued confidence in the bank’s fundamentals following its latest earnings beat, which included stronger-than-expected revenue and earnings growth. JPMorgan Chase & Co. Outperforms Broader Market Positive Sentiment: JPMorgan’s Kinexys blockchain platform is gaining traction in payments and settlement, potentially accelerating fund transfers, strengthening client relationships and creating longer-term payments revenue opportunities. Will Kinexys Fuel JPMorgan’s Next Leg of Payments Growth? Neutral Sentiment: JPMorgan’s strategic rebrand of Campbell Global as J.P. Morgan Natural Capital highlights expansion in forestland and nature-based assets, although the immediate financial effect on JPM shares is likely limited. J.P. Morgan Asset Management Announces Rebrand Negative Sentiment: JPMorgan is seeking a stay of a $20 million fee order connected to the Javice litigation. The legal dispute could create additional costs and reputational risk, although the request itself does not establish a final liability. JPMorgan Seeks Stay of $20M Javice Fee Order Neutral Sentiment: The bank has curtailed financing to Jane Street as the trading firm expands in U.S. Treasury market-making. The move may limit counterparty exposure but also underscores growing competition from non-bank trading firms in fixed income. JPMorgan Curbed Lending to Jane Street Insider Buying and Selling In other news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the transaction, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by corporate insiders.
(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.
Further Reading Five stocks we like better than JPMorgan Chase & Co. The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story NVIDIA’s Hugging Face Deal Raises a Bigger Question About Its AI Moat Now Dropping the Dough: Yum! Brands Strategically Trims the Fat These 3 Stock Charts Just Flashed the Dreaded Death Cross Pattern
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Elevated Capital Advisors LLC trimmed its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 39.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,706 shares of the financial services provider’s stock after selling 1,735 shares during the period. Elevated Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $886,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in JPM. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at about $11,396,496,000. Bank of America Corp DE increased its holdings in JPMorgan Chase & Co. by 15.8% in the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after buying an additional 8,941,351 shares during the period. Cardano Risk Management B.V. increased its holdings in JPMorgan Chase & Co. by 889.3% in the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock worth $2,794,785,000 after buying an additional 7,796,814 shares during the period. Ascentis Wealth Management LLC raised its position in JPMorgan Chase & Co. by 32,672.0% during the 2nd quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock worth $1,521,126,000 after buying an additional 4,632,891 shares during the last quarter. Finally, American Assets Investment Management LLC raised its position in JPMorgan Chase & Co. by 1,172.2% during the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock worth $728,024,000 after buying an additional 2,081,800 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.
JPMorgan Chase & Co. News Roundup Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Higher interest-rate expectations and a 10-year Treasury yield near 4.8% are supporting the earnings case for JPMorgan. Recent commentary cited a 10% increase in net interest income to $25.6 billion, making banks more attractive as investors rotate away from some growth stocks. JPMorgan Rises as 10-Year Treasury Yield Hits 4.8% Expectations of Rising Rates and Worries About AI Have Investors Piling Into Big Bank Stocks Positive Sentiment: JPMorgan’s market outperformance reflects favorable investor positioning and continued confidence in the bank’s fundamentals following its latest earnings beat, which included stronger-than-expected revenue and earnings growth. JPMorgan Chase & Co. Outperforms Broader Market Positive Sentiment: JPMorgan’s Kinexys blockchain platform is gaining traction in payments and settlement, potentially accelerating fund transfers, strengthening client relationships and creating longer-term payments revenue opportunities. Will Kinexys Fuel JPMorgan’s Next Leg of Payments Growth? Neutral Sentiment: JPMorgan’s strategic rebrand of Campbell Global as J.P. Morgan Natural Capital highlights expansion in forestland and nature-based assets, although the immediate financial effect on JPM shares is likely limited. J.P. Morgan Asset Management Announces Rebrand Negative Sentiment: JPMorgan is seeking a stay of a $20 million fee order connected to the Javice litigation. The legal dispute could create additional costs and reputational risk, although the request itself does not establish a final liability. JPMorgan Seeks Stay of $20M Javice Fee Order Neutral Sentiment: The bank has curtailed financing to Jane Street as the trading firm expands in U.S. Treasury market-making. The move may limit counterparty exposure but also underscores growing competition from non-bank trading firms in fixed income. JPMorgan Curbed Lending to Jane Street Insider Transactions at JPMorgan Chase & Co. In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the sale, the insider directly owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock. JPMorgan Chase & Co. Stock Performance NYSE:JPM opened at $362.11 on Friday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The company has a fifty day moving average of $349.30 and a two-hundred day moving average of $320.17. The stock has a market capitalization of $962.56 billion, a PE ratio of 15.51, a P/E/G ratio of 1.47 and a beta of 0.98. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter last year, the business earned $4.96 earnings per share. As a group, research analysts forecast that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth JPM has been the topic of several recent research reports. UBS Group upped their price objective on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a report on Monday, August 3rd. Keefe, Bruyette & Woods raised their target price on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Citigroup boosted their target price on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research report on Monday, July 20th. Finally, Royal Bank Of Canada upped their price target on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $359.96.
Check Out Our Latest Analysis on JPMorgan Chase & Co.
JPMorgan Chase & Co. Company Profile (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.
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In the latest trading session, JPMorgan Chase & Co. (JPM - Free Report) closed at $362.06, marking a +1.64% move from the previous day. The stock's performance was ahead of the S&P 500's daily gain of 1.06%. Elsewhere, the Dow gained 1.18%, while the tech-heavy Nasdaq added 1.4%.
Shares of the company have depreciated by 0.84% over the course of the past month, underperforming the Finance sector's gain of 0.85%, and the S&P 500's gain of 2.46%.
Analysts and investors alike will be keeping a close eye on the performance of JPMorgan Chase & Co. in its upcoming earnings disclosure. On that day, JPMorgan Chase & Co. is projected to report earnings of $5.83 per share, which would represent year-over-year growth of 14.99%. At the same time, our most recent consensus estimate is projecting a revenue of $51.51 billion, reflecting a 10.94% rise from the equivalent quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $24.93 per share and a revenue of $206.63 billion, representing changes of +22.57% and +13.25%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for JPMorgan Chase & Co. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.06% higher. At present, JPMorgan Chase & Co. boasts a Zacks Rank of #2 (Buy).
With respect to valuation, JPMorgan Chase & Co. is currently being traded at a Forward P/E ratio of 14.29. This valuation marks a discount compared to its industry average Forward P/E of 14.58.
We can additionally observe that JPM currently boasts a PEG ratio of 1.43. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. By the end of yesterday's trading, the Financial - Investment Bank industry had an average PEG ratio of 1.05.
The Financial - Investment Bank industry is part of the Finance sector. Currently, this industry holds a Zacks Industry Rank of 32, positioning it in the top 14% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
AIA Group Ltd reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 29.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 142,918 shares of the financial services provider’s stock after selling 59,346 shares during the quarter. JPMorgan Chase & Co. makes up 0.6% of AIA Group Ltd’s holdings, making the stock its 24th largest position. AIA Group Ltd’s holdings in JPMorgan Chase & Co. were worth $46,781,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors also recently added to or reduced their stakes in the stock. Morgan Stanley lifted its position in shares of JPMorgan Chase & Co. by 1.4% during the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock valued at $21,390,662,000 after buying an additional 939,421 shares during the last quarter. Bank of America Corp DE grew its position in shares of JPMorgan Chase & Co. by 15.8% in the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after buying an additional 8,941,351 shares during the last quarter. Norges Bank purchased a new position in shares of JPMorgan Chase & Co. in the 4th quarter worth approximately $11,396,496,000. Bank of New York Mellon Corp grew its position in shares of JPMorgan Chase & Co. by 5.4% in the 4th quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock worth $7,547,837,000 after buying an additional 1,194,583 shares during the last quarter. Finally, Legal & General Group Plc raised its stake in shares of JPMorgan Chase & Co. by 0.6% during the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock worth $6,128,484,000 after acquiring an additional 110,586 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.
JPMorgan Chase & Co. Trading Up 0.4% Shares of JPMorgan Chase & Co. stock opened at $356.42 on Thursday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50. The firm has a market capitalization of $947.43 billion, a price-to-earnings ratio of 15.27, a PEG ratio of 1.46 and a beta of 0.98. The firm’s 50 day simple moving average is $348.76 and its two-hundred day simple moving average is $319.75.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping the consensus estimate 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 business had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the previous year, the firm posted $4.96 earnings per share. The business’s revenue for the quarter was up 27.7% compared to the same quarter last year. Analysts predict that JPMorgan Chase & Co. will post 24.28 EPS for the current year. Insider Buying and Selling at JPMorgan Chase & Co. In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the sale, the insider owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their position. 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. 0.41% of the stock is owned by corporate insiders.
Wall Street Analyst Weigh In A number of equities research analysts recently commented on the stock. Evercore reissued an “outperform” rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Citigroup lifted their price target on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a report on Monday, July 20th. Jefferies Financial Group set a $350.00 price target on JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Barclays increased their price objective on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. Finally, Keefe, Bruyette & Woods raised their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average price target of $359.96.
Get Our Latest Stock Analysis on JPMorgan Chase & Co.
Key Stories Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Investors are rotating into large-bank stocks as expectations for higher interest rates improve the outlook for net interest income and financial-sector earnings. JPMorgan has particularly strong exposure to diversified banking and markets businesses. Expectations of Rising Rates and Worries About AI Have Investors Piling Into Big Bank Stocks Positive Sentiment: JPMorgan’s shares have benefited from rising Treasury yields; a 10-year yield near 4.8% was cited as supporting a stronger net interest income outlook. The bank’s latest results also showed substantial revenue growth and an earnings beat. JPMorgan Rises as 10-Year Treasury Yield Hits 4.8% Positive Sentiment: Kinexys, JPMorgan’s blockchain-based payments and settlement platform, is gaining traction. Faster fund transfers and deeper corporate-client relationships could support long-term payments growth and diversify revenue beyond traditional banking. Will Kinexys Fuel JPMorgan’s Next Leg of Payments Growth? Neutral Sentiment: The rebranding of Campbell Global as J.P. Morgan Natural Capital highlights growth in nature-based asset management, but the announcement is primarily strategic and is unlikely to materially change near-term earnings. J.P. Morgan Asset Management Announces Rebrand of Campbell Global to J.P. Morgan Natural Capital Negative Sentiment: JPMorgan reportedly curbed lending to Jane Street after the trading firm expanded into U.S. Treasury market-making. The move may reflect prudent risk management, but it also underscores intensifying competition in fixed-income markets and potential pressure on related trading relationships. JPMorgan Curbed Lending to Jane Street as Trading Firm Muscled Into Bonds (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.
Further Reading Five stocks we like better than JPMorgan Chase & Co. Striking Oil: How the U.S. Play for Venezuela Fuels Supermajors J.M. Smucker Stock’s Rally Has More Than Tariffs Behind It Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real? GitLab’s Earnings Beat Just Gave Software Bulls a New SaaSpocalypse Test Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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Baron Silver Stevens Financial Advisors LLC boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 78.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,335 shares of the financial services provider’s stock after buying an additional 6,320 shares during the period. JPMorgan Chase & Co. accounts for approximately 0.6% of Baron Silver Stevens Financial Advisors LLC’s investment portfolio, making the stock its 20th largest holding. Baron Silver Stevens Financial Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $4,693,000 at the end of the most recent reporting period.
Other hedge funds also recently added to or reduced their stakes in the company. Soltis Investment Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. by 10.5% during the second quarter. Soltis Investment Advisors LLC now owns 36,052 shares of the financial services provider’s stock valued at $11,801,000 after acquiring an additional 3,432 shares during the period. Daymark Wealth Partners LLC boosted its stake in JPMorgan Chase & Co. by 14.5% during the 2nd quarter. Daymark Wealth Partners LLC now owns 311,115 shares of the financial services provider’s stock valued at $101,837,000 after purchasing an additional 39,286 shares during the period. Integrity Alliance LLC. boosted its stake in JPMorgan Chase & Co. by 2.5% during the 2nd quarter. Integrity Alliance LLC. now owns 34,253 shares of the financial services provider’s stock valued at $11,212,000 after purchasing an additional 844 shares during the period. Avion Wealth grew its position in JPMorgan Chase & Co. by 19.5% in the 2nd quarter. Avion Wealth now owns 1,010 shares of the financial services provider’s stock worth $330,000 after purchasing an additional 165 shares during the last quarter. Finally, Integrity Advisory Solutions LLC grew its position in JPMorgan Chase & Co. by 29.0% in the 2nd quarter. Integrity Advisory Solutions LLC now owns 4,069 shares of the financial services provider’s stock worth $1,332,000 after purchasing an additional 914 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.
Insider Buying and Selling In related news, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the transaction, the general counsel owned 40,961 shares in the company, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the transaction, the insider owned 73,547 shares in the company, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by corporate insiders.
JPMorgan Chase & Co. Stock Performance Shares of JPM stock opened at $356.42 on Thursday. The company has a market capitalization of $947.43 billion, a price-to-earnings ratio of 15.27, a P/E/G ratio of 1.46 and a beta of 0.98. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock’s fifty day simple moving average is $348.76 and its 200-day simple moving average is $319.75. JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the prior year, the business earned $4.96 EPS. The business’s revenue for the quarter was up 27.7% on a year-over-year basis. On average, sell-side analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.
Key Stories Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Investors are rotating into large-bank stocks as expectations for higher interest rates improve the outlook for net interest income and financial-sector earnings. JPMorgan has particularly strong exposure to diversified banking and markets businesses. Expectations of Rising Rates and Worries About AI Have Investors Piling Into Big Bank Stocks Positive Sentiment: JPMorgan’s shares have benefited from rising Treasury yields; a 10-year yield near 4.8% was cited as supporting a stronger net interest income outlook. The bank’s latest results also showed substantial revenue growth and an earnings beat. JPMorgan Rises as 10-Year Treasury Yield Hits 4.8% Positive Sentiment: Kinexys, JPMorgan’s blockchain-based payments and settlement platform, is gaining traction. Faster fund transfers and deeper corporate-client relationships could support long-term payments growth and diversify revenue beyond traditional banking. Will Kinexys Fuel JPMorgan’s Next Leg of Payments Growth? Neutral Sentiment: The rebranding of Campbell Global as J.P. Morgan Natural Capital highlights growth in nature-based asset management, but the announcement is primarily strategic and is unlikely to materially change near-term earnings. J.P. Morgan Asset Management Announces Rebrand of Campbell Global to J.P. Morgan Natural Capital Negative Sentiment: JPMorgan reportedly curbed lending to Jane Street after the trading firm expanded into U.S. Treasury market-making. The move may reflect prudent risk management, but it also underscores intensifying competition in fixed-income markets and potential pressure on related trading relationships. JPMorgan Curbed Lending to Jane Street as Trading Firm Muscled Into Bonds Analyst Upgrades and Downgrades Several analysts have weighed in on JPM shares. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Wells Fargo & Company raised their price objective on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. UBS Group upped their target price on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price target for the company in a report on Wednesday, July 22nd. Finally, Truist Financial lifted their price objective on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research note on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.
Get Our Latest Report on JPM
JPMorgan Chase & Co. Profile (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.
Featured Stories Five stocks we like better than JPMorgan Chase & Co. Striking Oil: How the U.S. Play for Venezuela Fuels Supermajors J.M. Smucker Stock’s Rally Has More Than Tariffs Behind It Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real? GitLab’s Earnings Beat Just Gave Software Bulls a New SaaSpocalypse Test Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
Fortis Capital Advisors LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 17.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,975 shares of the financial services provider’s stock after purchasing an additional 1,475 shares during the quarter. Fortis Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $3,265,000 as of its most recent SEC filing.
Several other hedge funds have also added to or reduced their stakes in the company. Baron Silver Stevens Financial Advisors LLC grew its holdings in JPMorgan Chase & Co. by 78.9% in the 2nd quarter. Baron Silver Stevens Financial Advisors LLC now owns 14,335 shares of the financial services provider’s stock valued at $4,693,000 after buying an additional 6,320 shares in the last quarter. Soltis Investment Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 10.5% during the second quarter. Soltis Investment Advisors LLC now owns 36,052 shares of the financial services provider’s stock worth $11,801,000 after buying an additional 3,432 shares in the last quarter. Daymark Wealth Partners LLC lifted its holdings in shares of JPMorgan Chase & Co. by 14.5% during the second quarter. Daymark Wealth Partners LLC now owns 311,115 shares of the financial services provider’s stock worth $101,837,000 after buying an additional 39,286 shares in the last quarter. Integrity Alliance LLC. lifted its holdings in shares of JPMorgan Chase & Co. by 2.5% during the second quarter. Integrity Alliance LLC. now owns 34,253 shares of the financial services provider’s stock worth $11,212,000 after buying an additional 844 shares in the last quarter. Finally, Avion Wealth boosted its position in shares of JPMorgan Chase & Co. by 19.5% in the second quarter. Avion Wealth now owns 1,010 shares of the financial services provider’s stock valued at $330,000 after acquiring an additional 165 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes Several research analysts have recently commented on the stock. Royal Bank Of Canada raised their target price on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Barclays boosted their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Wells Fargo & Company increased their price objective on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research report on Friday, August 14th. Finally, Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $359.96.
View Our Latest Stock Analysis on JPM Insider Activity at JPMorgan Chase & Co. In related news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the transaction, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. 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. 0.41% of the stock is currently owned by company insiders.
JPMorgan Chase & Co. Trading Up 0.4% NYSE JPM opened at $356.42 on Thursday. The stock has a market capitalization of $947.43 billion, a price-to-earnings ratio of 15.27, a PEG ratio of 1.46 and a beta of 0.98. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50. The business’s fifty day moving average is $348.76 and its 200-day moving average is $319.75.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share 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 firm had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the prior year, the firm earned $4.96 EPS. The company’s revenue was up 27.7% compared to the same quarter last year. Equities research analysts predict that JPMorgan Chase & Co. will post 24.28 EPS for the current year.
JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Investors are rotating into large-bank stocks as expectations for higher interest rates improve the outlook for net interest income and financial-sector earnings. JPMorgan has particularly strong exposure to diversified banking and markets businesses. Expectations of Rising Rates and Worries About AI Have Investors Piling Into Big Bank Stocks Positive Sentiment: JPMorgan’s shares have benefited from rising Treasury yields; a 10-year yield near 4.8% was cited as supporting a stronger net interest income outlook. The bank’s latest results also showed substantial revenue growth and an earnings beat. JPMorgan Rises as 10-Year Treasury Yield Hits 4.8% Positive Sentiment: Kinexys, JPMorgan’s blockchain-based payments and settlement platform, is gaining traction. Faster fund transfers and deeper corporate-client relationships could support long-term payments growth and diversify revenue beyond traditional banking. Will Kinexys Fuel JPMorgan’s Next Leg of Payments Growth? Neutral Sentiment: The rebranding of Campbell Global as J.P. Morgan Natural Capital highlights growth in nature-based asset management, but the announcement is primarily strategic and is unlikely to materially change near-term earnings. J.P. Morgan Asset Management Announces Rebrand of Campbell Global to J.P. Morgan Natural Capital Negative Sentiment: JPMorgan reportedly curbed lending to Jane Street after the trading firm expanded into U.S. Treasury market-making. The move may reflect prudent risk management, but it also underscores intensifying competition in fixed-income markets and potential pressure on related trading relationships. JPMorgan Curbed Lending to Jane Street as Trading Firm Muscled Into Bonds JPMorgan Chase & Co. Profile (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.
See Also Five stocks we like better than JPMorgan Chase & Co. Striking Oil: How the U.S. Play for Venezuela Fuels Supermajors J.M. Smucker Stock’s Rally Has More Than Tariffs Behind It Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real? GitLab’s Earnings Beat Just Gave Software Bulls a New SaaSpocalypse Test
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BOCHK Asset Management Ltd grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 97.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 33,700 shares of the financial services provider’s stock after acquiring an additional 16,600 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 1.7% of BOCHK Asset Management Ltd’s investment portfolio, making the stock its 15th largest position. BOCHK Asset Management Ltd’s holdings in JPMorgan Chase & Co. were worth $11,031,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Timmons Wealth Management LLC bought a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth about $27,000. Caitong International Asset Management Co. Ltd acquired a new position in JPMorgan Chase & Co. in the 4th quarter valued at approximately $32,000. MBM Wealth Consultants LLC bought a new position in shares of JPMorgan Chase & Co. during the first quarter valued at $29,000. Aventus Investment Advisors Inc. bought a new position in shares of JPMorgan Chase & Co. during the second quarter valued at $33,000. Finally, Osbon Capital Management LLC acquired a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth $35,000. 71.55% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades Several research analysts have commented on JPM shares. Royal Bank Of Canada lifted their target price on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Morgan Stanley restated a “positive” rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Keefe, Bruyette & Woods upped their target price on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. The Goldman Sachs Group reissued a “buy” rating and set a $418.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Finally, Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average price target of $359.96.
Check Out Our Latest Stock Report on JPM JPMorgan Chase & Co. Price Performance Shares of NYSE:JPM opened at $356.42 on Thursday. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The firm has a market capitalization of $947.43 billion, a price-to-earnings ratio of 15.27, a PEG ratio of 1.46 and a beta of 0.98. The stock’s 50 day moving average is $348.76 and its 200-day moving average is $319.75. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30.
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. The business had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.JPMorgan Chase & Co.’s quarterly revenue was up 27.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.96 EPS. Sell-side analysts forecast that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.
Insiders Place Their Bets In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the transaction, the insider owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.
Key Headlines Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Investors are rotating into large-bank stocks as expectations for higher interest rates improve the outlook for net interest income and financial-sector earnings. JPMorgan has particularly strong exposure to diversified banking and markets businesses. Expectations of Rising Rates and Worries About AI Have Investors Piling Into Big Bank Stocks Positive Sentiment: JPMorgan’s shares have benefited from rising Treasury yields; a 10-year yield near 4.8% was cited as supporting a stronger net interest income outlook. The bank’s latest results also showed substantial revenue growth and an earnings beat. JPMorgan Rises as 10-Year Treasury Yield Hits 4.8% Positive Sentiment: Kinexys, JPMorgan’s blockchain-based payments and settlement platform, is gaining traction. Faster fund transfers and deeper corporate-client relationships could support long-term payments growth and diversify revenue beyond traditional banking. Will Kinexys Fuel JPMorgan’s Next Leg of Payments Growth? Neutral Sentiment: The rebranding of Campbell Global as J.P. Morgan Natural Capital highlights growth in nature-based asset management, but the announcement is primarily strategic and is unlikely to materially change near-term earnings. J.P. Morgan Asset Management Announces Rebrand of Campbell Global to J.P. Morgan Natural Capital Negative Sentiment: JPMorgan reportedly curbed lending to Jane Street after the trading firm expanded into U.S. Treasury market-making. The move may reflect prudent risk management, but it also underscores intensifying competition in fixed-income markets and potential pressure on related trading relationships. JPMorgan Curbed Lending to Jane Street as Trading Firm Muscled Into Bonds (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.
Read More Five stocks we like better than JPMorgan Chase & Co. Striking Oil: How the U.S. Play for Venezuela Fuels Supermajors J.M. Smucker Stock’s Rally Has More Than Tariffs Behind It Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real? GitLab’s Earnings Beat Just Gave Software Bulls a New SaaSpocalypse Test
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Daymark Wealth Partners LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 14.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 311,115 shares of the financial services provider’s stock after buying an additional 39,286 shares during the period. JPMorgan Chase & Co. comprises about 2.5% of Daymark Wealth Partners LLC’s holdings, making the stock its 9th largest position. Daymark Wealth Partners LLC’s holdings in JPMorgan Chase & Co. were worth $101,837,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also made changes to their positions in JPM. Fidelis Capital Partners LLC boosted its position 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 worth $22,580,000 after purchasing an additional 5,101 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services increased its holdings in shares of JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock valued at $12,125,000 after purchasing an additional 6,492 shares in the last quarter. Brighton Jones LLC lifted its stake in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after purchasing an additional 4,841 shares during the period. FAS Wealth Partners Inc. boosted its holdings in JPMorgan Chase & Co. by 4.3% during the first quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock worth $12,804,000 after buying an additional 1,794 shares in the last quarter. Finally, KTF Investments LLC purchased a new stake in JPMorgan Chase & Co. during the fourth quarter worth about $6,449,000. 71.55% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets In related news, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the sale, the insider owned 73,547 shares of the company’s stock, valued at $26,580,621.27. This represents a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Stock Performance NYSE:JPM opened at $356.42 on Thursday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. The firm has a 50-day moving average of $348.76 and a two-hundred day moving average of $319.75. The stock has a market cap of $947.43 billion, a P/E ratio of 15.27, a PEG ratio of 1.46 and a beta of 0.98. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The firm’s revenue was up 27.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.96 earnings per share. On average, research analysts expect that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.
JPMorgan Chase & Co. News Roundup Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Investors are rotating into large-bank stocks as expectations for higher interest rates improve the outlook for net interest income and financial-sector earnings. JPMorgan has particularly strong exposure to diversified banking and markets businesses. Expectations of Rising Rates and Worries About AI Have Investors Piling Into Big Bank Stocks Positive Sentiment: JPMorgan’s shares have benefited from rising Treasury yields; a 10-year yield near 4.8% was cited as supporting a stronger net interest income outlook. The bank’s latest results also showed substantial revenue growth and an earnings beat. JPMorgan Rises as 10-Year Treasury Yield Hits 4.8% Positive Sentiment: Kinexys, JPMorgan’s blockchain-based payments and settlement platform, is gaining traction. Faster fund transfers and deeper corporate-client relationships could support long-term payments growth and diversify revenue beyond traditional banking. Will Kinexys Fuel JPMorgan’s Next Leg of Payments Growth? Neutral Sentiment: The rebranding of Campbell Global as J.P. Morgan Natural Capital highlights growth in nature-based asset management, but the announcement is primarily strategic and is unlikely to materially change near-term earnings. J.P. Morgan Asset Management Announces Rebrand of Campbell Global to J.P. Morgan Natural Capital Negative Sentiment: JPMorgan reportedly curbed lending to Jane Street after the trading firm expanded into U.S. Treasury market-making. The move may reflect prudent risk management, but it also underscores intensifying competition in fixed-income markets and potential pressure on related trading relationships. JPMorgan Curbed Lending to Jane Street as Trading Firm Muscled Into Bonds Wall Street Analysts Forecast Growth Several research firms recently commented on JPM. UBS Group boosted their price objective on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Jefferies Financial Group set a $350.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Bank of America increased their target price on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Finally, Barclays raised their price target on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus price target of $359.96.
Check Out Our Latest Report on JPMorgan Chase & Co.
JPMorgan Chase & Co. Profile (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.
See Also Five stocks we like better than JPMorgan Chase & Co. Striking Oil: How the U.S. Play for Venezuela Fuels Supermajors J.M. Smucker Stock’s Rally Has More Than Tariffs Behind It Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real? GitLab’s Earnings Beat Just Gave Software Bulls a New SaaSpocalypse Test Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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Integrity Financial Corp WA cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 12.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,594 shares of the financial services provider’s stock after selling 2,149 shares during the quarter. JPMorgan Chase & Co. comprises about 2.3% of Integrity Financial Corp WA’s holdings, making the stock its 11th largest position. Integrity Financial Corp WA’s holdings in JPMorgan Chase & Co. were worth $4,777,000 at the end of the most recent reporting period.
Other hedge funds have also bought and sold shares of the company. Morgan Stanley increased its stake in shares of JPMorgan Chase & Co. by 1.4% in the 4th quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock valued at $21,390,662,000 after acquiring an additional 939,421 shares in the last quarter. Bank of America Corp DE lifted its position in JPMorgan Chase & Co. by 15.8% in the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock valued at $19,314,681,000 after acquiring an additional 8,941,351 shares in the last quarter. Norges Bank bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at approximately $11,396,496,000. Bank of New York Mellon Corp lifted its stake in JPMorgan Chase & Co. by 5.4% during the 4th quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock valued at $7,547,837,000 after acquiring an additional 1,194,583 shares in the last quarter. Finally, Legal & General Group Plc raised its holdings in shares of JPMorgan Chase & Co. by 0.6% in the fourth quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock valued at $6,128,484,000 after purchasing an additional 110,586 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.
JPMorgan Chase & Co. Trading Up 0.4% Shares of JPMorgan Chase & Co. stock opened at $356.42 on Thursday. The firm has a market cap of $947.43 billion, a PE ratio of 15.27, a PEG ratio of 1.46 and a beta of 0.98. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The company has a 50 day simple moving average of $348.76 and a two-hundred day simple moving average of $319.75.
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 earnings per share for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same quarter last year, the business posted $4.96 earnings per share. Analysts expect that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year. Wall Street Analysts Forecast Growth A number of equities analysts have recently weighed in on the company. Zacks Research upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Jefferies Financial Group set a $350.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Evercore reaffirmed an “outperform” rating and issued a $360.00 price target on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Robert W. Baird upped their price objective on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research note on Wednesday, July 15th. Finally, Royal Bank Of Canada upped their price target on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $359.96.
View Our Latest Stock Analysis on JPMorgan Chase & Co.
Insider Buying and Selling at JPMorgan Chase & Co. In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This represents a 11.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the sale, the insider directly owned 73,547 shares in the company, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by insiders.
JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Investors are rotating into large-bank stocks as expectations for higher interest rates improve the outlook for net interest income and financial-sector earnings. JPMorgan has particularly strong exposure to diversified banking and markets businesses. Expectations of Rising Rates and Worries About AI Have Investors Piling Into Big Bank Stocks Positive Sentiment: JPMorgan’s shares have benefited from rising Treasury yields; a 10-year yield near 4.8% was cited as supporting a stronger net interest income outlook. The bank’s latest results also showed substantial revenue growth and an earnings beat. JPMorgan Rises as 10-Year Treasury Yield Hits 4.8% Positive Sentiment: Kinexys, JPMorgan’s blockchain-based payments and settlement platform, is gaining traction. Faster fund transfers and deeper corporate-client relationships could support long-term payments growth and diversify revenue beyond traditional banking. Will Kinexys Fuel JPMorgan’s Next Leg of Payments Growth? Neutral Sentiment: The rebranding of Campbell Global as J.P. Morgan Natural Capital highlights growth in nature-based asset management, but the announcement is primarily strategic and is unlikely to materially change near-term earnings. J.P. Morgan Asset Management Announces Rebrand of Campbell Global to J.P. Morgan Natural Capital Negative Sentiment: JPMorgan reportedly curbed lending to Jane Street after the trading firm expanded into U.S. Treasury market-making. The move may reflect prudent risk management, but it also underscores intensifying competition in fixed-income markets and potential pressure on related trading relationships. JPMorgan Curbed Lending to Jane Street as Trading Firm Muscled Into Bonds JPMorgan Chase & Co. Company Profile (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.
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BCS Private Wealth Management Inc. cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 35,945 shares of the financial services provider’s stock after selling 3,092 shares during the quarter. JPMorgan Chase & Co. accounts for about 3.5% of BCS Private Wealth Management Inc.’s investment portfolio, making the stock its 5th largest holding. BCS Private Wealth Management Inc.’s holdings in JPMorgan Chase & Co. were worth $11,766,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC grew its holdings in JPMorgan Chase & Co. by 11.0% in the 4th 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 during the last quarter. Acorns Advisers LLC raised its stake in shares of JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares during the last quarter. Ignite Planners LLC raised its stake in shares of JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares during the last quarter. Jump Financial LLC purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter worth about $1,475,000. Finally, Betterment LLC grew its stake in shares of JPMorgan Chase & Co. by 27.5% in the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after purchasing an additional 425 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.
Key JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan’s recent rally has been supported by strong net interest income, investment-banking and trading activity, loan and deposit growth, and a resilient balance sheet. JPM Stock Gains 20.6% in 3 Months: Key Factors to Watch Before Buying Positive Sentiment: The bank is pairing planned higher capital returns, including a larger share-repurchase authorization, with continued branch expansion and new physical locations. That combination may reinforce the investment case, although bond issuance will add to funding obligations. How Investors May Respond To JPMorgan Chase Bond Issuance, Branch Expansion and Higher Payouts Positive Sentiment: JPMorgan continues developing digital-dollar infrastructure, including stablecoin and tokenized-deposit initiatives. Successful adoption could create longer-term payments and transaction-banking opportunities. How 21 Banks Changed the Conversation Around Stablecoins and Tokenized Deposits Neutral Sentiment: JPMorgan’s research remains broadly constructive on global equities, arguing that rising bond yields largely reflect stronger economic activity rather than an immediate threat to stocks. This supports market sentiment but is not a direct earnings catalyst for JPM. Why JPM thinks rising bond yields won’t derail the equity rally Negative Sentiment: JPMorgan’s trading desk has shifted to a tactically cautious stance on U.S. equities after hawkish Federal Reserve commentary, citing interest-rate uncertainty and the possibility of an AI-stock unwind. The change may weigh on near-term sentiment toward JPM’s market-sensitive businesses. JPMorgan Turns Tactically Cautious Following Warsh’s Hawkish Jackson Hole Speech Negative Sentiment: Higher interest rates can benefit JPMorgan’s interest income, but another increase could pressure revolving-credit borrowers and raise consumer-credit risks. Rising yields may also increase funding costs and reduce the value of fixed-income portfolios. JPMorgan Slips as 60% Hike Odds Cut Both Ways Wall Street Analyst Weigh In A number of equities analysts recently commented on JPM shares. Royal Bank Of Canada upped their target price on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. UBS Group boosted their price objective on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a research report on Monday, August 3rd. Keefe, Bruyette & Woods raised their target price on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Bank of America increased their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Finally, Robert W. Baird upped their target price on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $359.96. Get Our Latest Research Report on JPM
Insiders Place Their Bets In other news, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the transaction, the general counsel owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This represents a 11.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This trade represents a 3.29% 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. Corporate insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Trading Down 0.5% Shares of NYSE:JPM opened at $354.38 on Wednesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The company has a market cap of $942.01 billion, a P/E ratio of 15.18, a PEG ratio of 1.46 and a beta of 0.98. The stock’s fifty day moving average price is $348.30 and its 200-day moving average price is $319.37.
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 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same period last year, the business posted $4.96 EPS. Sell-side analysts expect that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year.
JPMorgan Chase & Co. Company Profile (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.
Further Reading Five stocks we like better than JPMorgan Chase & Co. Dutch Bros Sell-Off Creates a Growth Opportunity NVIDIA’s MediaTek Bet Shows How It Plans to Defend Its AI Moat Is Abercrombie & Fitch’s Hot Streak Just Getting Started? Medtronic’s Stars Are Aligning for a Price Recovery Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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Becker Capital Management Inc. trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.8% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 347,316 shares of the financial services provider’s stock after selling 2,763 shares during the quarter. JPMorgan Chase & Co. comprises about 3.1% of Becker Capital Management Inc.’s portfolio, making the stock its 6th biggest holding. Becker Capital Management Inc.’s holdings in JPMorgan Chase & Co. were worth $113,687,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds have also bought and sold shares of the company. JMG Financial Group Ltd. bought a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth $221,000. Knights of Columbus Asset Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 0.9% during the second quarter. Knights of Columbus Asset Advisors LLC now owns 85,606 shares of the financial services provider’s stock worth $28,021,000 after acquiring an additional 763 shares during the last quarter. MGO One Seven LLC lifted its stake in shares of JPMorgan Chase & Co. by 23.3% in the second quarter. MGO One Seven LLC now owns 204,412 shares of the financial services provider’s stock worth $66,910,000 after acquiring an additional 38,684 shares during the period. Keener Financial Planning LLC boosted its holdings in JPMorgan Chase & Co. by 11.8% in the second quarter. Keener Financial Planning LLC now owns 2,843 shares of the financial services provider’s stock valued at $930,000 after acquiring an additional 299 shares during the last quarter. Finally, Truepoint Inc. grew its holdings in JPMorgan Chase & Co. by 4.0% during the 2nd quarter. Truepoint Inc. now owns 3,499 shares of the financial services provider’s stock worth $1,145,000 after acquiring an additional 133 shares during the period. Institutional investors own 71.55% of the company’s stock.
Insider Activity at JPMorgan Chase & Co. In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the transaction, the insider owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.
Wall Street Analysts Forecast Growth JPM has been the subject of several research analyst reports. Keefe, Bruyette & Woods lifted their price target on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. Wells Fargo & Company increased their price target on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a report on Friday, August 14th. Truist Financial raised their price objective on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research note on Wednesday, July 15th. Citigroup upped their target price on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a report on Monday, July 20th. Finally, Morgan Stanley reaffirmed a “positive” rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average price target of $359.96. Read Our Latest Research Report on JPM
JPMorgan Chase & Co. Stock Performance NYSE JPM opened at $354.38 on Wednesday. The firm has a market cap of $942.01 billion, a P/E ratio of 15.18, a price-to-earnings-growth ratio of 1.46 and a beta of 0.98. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The company’s 50 day moving average is $348.30 and its 200-day moving average is $319.37. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm’s revenue was up 27.7% compared to the same quarter last year. During the same quarter last year, the company earned $4.96 EPS. Sell-side analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year.
JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan’s recent rally has been supported by strong net interest income, investment-banking and trading activity, loan and deposit growth, and a resilient balance sheet. JPM Stock Gains 20.6% in 3 Months: Key Factors to Watch Before Buying Positive Sentiment: The bank is pairing planned higher capital returns, including a larger share-repurchase authorization, with continued branch expansion and new physical locations. That combination may reinforce the investment case, although bond issuance will add to funding obligations. How Investors May Respond To JPMorgan Chase Bond Issuance, Branch Expansion and Higher Payouts Positive Sentiment: JPMorgan continues developing digital-dollar infrastructure, including stablecoin and tokenized-deposit initiatives. Successful adoption could create longer-term payments and transaction-banking opportunities. How 21 Banks Changed the Conversation Around Stablecoins and Tokenized Deposits Neutral Sentiment: JPMorgan’s research remains broadly constructive on global equities, arguing that rising bond yields largely reflect stronger economic activity rather than an immediate threat to stocks. This supports market sentiment but is not a direct earnings catalyst for JPM. Why JPM thinks rising bond yields won’t derail the equity rally Negative Sentiment: JPMorgan’s trading desk has shifted to a tactically cautious stance on U.S. equities after hawkish Federal Reserve commentary, citing interest-rate uncertainty and the possibility of an AI-stock unwind. The change may weigh on near-term sentiment toward JPM’s market-sensitive businesses. JPMorgan Turns Tactically Cautious Following Warsh’s Hawkish Jackson Hole Speech Negative Sentiment: Higher interest rates can benefit JPMorgan’s interest income, but another increase could pressure revolving-credit borrowers and raise consumer-credit risks. Rising yields may also increase funding costs and reduce the value of fixed-income portfolios. JPMorgan Slips as 60% Hike Odds Cut Both Ways JPMorgan Chase & Co. Profile (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.
Further Reading Five stocks we like better than JPMorgan Chase & Co. Dutch Bros Sell-Off Creates a Growth Opportunity NVIDIA’s MediaTek Bet Shows How It Plans to Defend Its AI Moat Is Abercrombie & Fitch’s Hot Streak Just Getting Started? Medtronic’s Stars Are Aligning for a Price Recovery
Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
Convergence Investment Partners LLC cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 43.8% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,406 shares of the financial services provider’s stock after selling 6,551 shares during the period. Convergence Investment Partners LLC’s holdings in JPMorgan Chase & Co. were worth $2,751,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Ascent Wealth Partners LLC raised its holdings in JPMorgan Chase & Co. by 1.3% in the 2nd quarter. Ascent Wealth Partners LLC now owns 51,576 shares of the financial services provider’s stock worth $16,882,000 after purchasing an additional 687 shares in the last quarter. Simmons Bank boosted its stake in shares of JPMorgan Chase & Co. by 8.8% during the 2nd quarter. Simmons Bank now owns 68,402 shares of the financial services provider’s stock valued at $22,390,000 after purchasing an additional 5,553 shares in the last quarter. Castle Wealth Management LLC boosted its stake in shares of JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Castle Wealth Management LLC now owns 7,701 shares of the financial services provider’s stock valued at $2,521,000 after purchasing an additional 52 shares in the last quarter. Mascagni Wealth Management Inc. increased its position in shares of JPMorgan Chase & Co. by 185.0% during the second quarter. Mascagni Wealth Management Inc. now owns 2,428 shares of the financial services provider’s stock valued at $795,000 after buying an additional 1,576 shares during the period. Finally, Aberdeen Group plc increased its position in shares of JPMorgan Chase & Co. by 0.8% during the second quarter. Aberdeen Group plc now owns 2,381,034 shares of the financial services provider’s stock valued at $779,384,000 after buying an additional 19,661 shares during the period. Institutional investors own 71.55% of the company’s stock.
Insider Transactions at JPMorgan Chase & Co. In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This trade represents a 11.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.
Wall Street Analysts Forecast Growth JPM has been the subject of several research analyst reports. Bank of America raised their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. Deutsche Bank Aktiengesellschaft raised JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price for the company in a research report on Wednesday, July 22nd. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Citigroup lifted their price target on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research report on Monday, July 20th. Finally, Royal Bank Of Canada upped their price target on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average price target of $359.96. Read Our Latest Research Report on JPM
JPMorgan Chase & Co. Stock Performance JPMorgan Chase & Co. stock opened at $354.38 on Wednesday. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The company has a market capitalization of $942.01 billion, a P/E ratio of 15.18, a PEG ratio of 1.46 and a beta of 0.98. The stock’s 50 day moving average is $348.30 and its 200 day moving average is $319.37.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. During the same quarter in the previous year, the business earned $4.96 earnings per share. The firm’s quarterly revenue was up 27.7% compared to the same quarter last year. On average, equities research analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.
JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan’s recent rally has been supported by strong net interest income, investment-banking and trading activity, loan and deposit growth, and a resilient balance sheet. JPM Stock Gains 20.6% in 3 Months: Key Factors to Watch Before Buying Positive Sentiment: The bank is pairing planned higher capital returns, including a larger share-repurchase authorization, with continued branch expansion and new physical locations. That combination may reinforce the investment case, although bond issuance will add to funding obligations. How Investors May Respond To JPMorgan Chase Bond Issuance, Branch Expansion and Higher Payouts Positive Sentiment: JPMorgan continues developing digital-dollar infrastructure, including stablecoin and tokenized-deposit initiatives. Successful adoption could create longer-term payments and transaction-banking opportunities. How 21 Banks Changed the Conversation Around Stablecoins and Tokenized Deposits Neutral Sentiment: JPMorgan’s research remains broadly constructive on global equities, arguing that rising bond yields largely reflect stronger economic activity rather than an immediate threat to stocks. This supports market sentiment but is not a direct earnings catalyst for JPM. Why JPM thinks rising bond yields won’t derail the equity rally Negative Sentiment: JPMorgan’s trading desk has shifted to a tactically cautious stance on U.S. equities after hawkish Federal Reserve commentary, citing interest-rate uncertainty and the possibility of an AI-stock unwind. The change may weigh on near-term sentiment toward JPM’s market-sensitive businesses. JPMorgan Turns Tactically Cautious Following Warsh’s Hawkish Jackson Hole Speech Negative Sentiment: Higher interest rates can benefit JPMorgan’s interest income, but another increase could pressure revolving-credit borrowers and raise consumer-credit risks. Rising yields may also increase funding costs and reduce the value of fixed-income portfolios. JPMorgan Slips as 60% Hike Odds Cut Both Ways JPMorgan Chase & Co. Company Profile (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.
See Also Five stocks we like better than JPMorgan Chase & Co. Dutch Bros Sell-Off Creates a Growth Opportunity NVIDIA’s MediaTek Bet Shows How It Plans to Defend Its AI Moat Is Abercrombie & Fitch’s Hot Streak Just Getting Started? Medtronic’s Stars Are Aligning for a Price Recovery
Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
Evergreen Wealth Management LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 17.7% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 9,704 shares of the financial services provider’s stock after purchasing an additional 1,457 shares during the quarter. JPMorgan Chase & Co. accounts for 1.5% of Evergreen Wealth Management LLC’s investment portfolio, making the stock its 22nd biggest holding. Evergreen Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $3,176,000 at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of JPM. Brighton Jones LLC boosted its position in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares in the last quarter. Acorns Advisers LLC increased its holdings in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares in the last quarter. Ignite Planners LLC increased its holdings in JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares in the last quarter. Jump Financial LLC acquired a new position in JPMorgan Chase & Co. during the second quarter worth about $1,475,000. Finally, Betterment LLC raised its position in JPMorgan Chase & Co. by 27.5% during the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after acquiring an additional 425 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan’s recent rally has been supported by strong net interest income, investment-banking and trading activity, loan and deposit growth, and a resilient balance sheet. JPM Stock Gains 20.6% in 3 Months: Key Factors to Watch Before Buying Positive Sentiment: The bank is pairing planned higher capital returns, including a larger share-repurchase authorization, with continued branch expansion and new physical locations. That combination may reinforce the investment case, although bond issuance will add to funding obligations. How Investors May Respond To JPMorgan Chase Bond Issuance, Branch Expansion and Higher Payouts Positive Sentiment: JPMorgan continues developing digital-dollar infrastructure, including stablecoin and tokenized-deposit initiatives. Successful adoption could create longer-term payments and transaction-banking opportunities. How 21 Banks Changed the Conversation Around Stablecoins and Tokenized Deposits Neutral Sentiment: JPMorgan’s research remains broadly constructive on global equities, arguing that rising bond yields largely reflect stronger economic activity rather than an immediate threat to stocks. This supports market sentiment but is not a direct earnings catalyst for JPM. Why JPM thinks rising bond yields won’t derail the equity rally Negative Sentiment: JPMorgan’s trading desk has shifted to a tactically cautious stance on U.S. equities after hawkish Federal Reserve commentary, citing interest-rate uncertainty and the possibility of an AI-stock unwind. The change may weigh on near-term sentiment toward JPM’s market-sensitive businesses. JPMorgan Turns Tactically Cautious Following Warsh’s Hawkish Jackson Hole Speech Negative Sentiment: Higher interest rates can benefit JPMorgan’s interest income, but another increase could pressure revolving-credit borrowers and raise consumer-credit risks. Rising yields may also increase funding costs and reduce the value of fixed-income portfolios. JPMorgan Slips as 60% Hike Odds Cut Both Ways Insider Transactions at JPMorgan Chase & Co. In other news, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. This represents a 11.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the sale, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% 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. Corporate insiders own 0.41% of the company’s stock. JPMorgan Chase & Co. Price Performance Shares of NYSE:JPM opened at $354.38 on Wednesday. The company has a market cap of $942.01 billion, a P/E ratio of 15.18, a P/E/G ratio of 1.46 and a beta of 0.98. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. The business has a fifty day simple moving average of $348.30 and a 200-day simple moving average of $319.37.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the prior year, the business posted $4.96 earnings per share. The firm’s revenue for the quarter was up 27.7% compared to the same quarter last year. Equities research analysts forecast that JPMorgan Chase & Co. will post 24.28 EPS for the current year.
Analyst Ratings Changes Several research analysts recently issued reports on JPM shares. Morgan Stanley restated a “positive” rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft upgraded JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price on the stock in a report on Wednesday, July 22nd. The Goldman Sachs Group reissued a “buy” rating and set a $418.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Evercore restated an “outperform” rating and issued a $360.00 price objective on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Finally, Keefe, Bruyette & Woods increased their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.
View Our Latest Research Report on JPM
JPMorgan Chase & Co. Company Profile (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.
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, /PRNewswire/ -- J.P. Morgan Asset Management today announced the rebrand of Campbell Global, a leading global investment manager focused on forestland and nature-based assets, to J.P. Morgan Natural Capital. This milestone reflects the evolution of the business and the growing importance of nature-based assets in institutional portfolios.
Snoqualmie, WA Five years ago, J.P. Morgan Asset Management acquired Campbell Global, expanding its alternatives platform with a pioneer in sustainable timberland investing. Since then, the platform has grown in size, scale, and client reach, positioning itself to capitalize on broader investment opportunities across land, carbon, biodiversity, and other nature-related investments.
"This is more than a new name. It reflects who we are today and the direction we believe the asset class is moving," said Angie Davis, CEO, J.P. Morgan Natural Capital. "Our roots in sustainable forestry remain central to who we are, but our mandate has expanded to the broader role nature-based assets can play in creating long-term value for clients."
The rebrand underscores J.P. Morgan Asset Management's commitment to building a disciplined natural capital investment platform. The team leverages robust in-house capabilities, rigorous data and measurement infrastructure, and embedded governance and risk controls to deliver scalable climate and nature-based solutions for investors globally.
"As institutional demand for nature-based and climate solutions accelerates, our platform provides access to unique opportunities for both financial returns and sustainability benefits," said Jed Laskowitz, Global Head of Private Markets, J.P. Morgan Asset Management. "The evolution to J.P. Morgan Natural Capital enables us to unlock new opportunities and deliver innovative solutions across the natural capital asset class."
With over four decades of experience, J.P. Morgan Natural Capital manages more than 1.5 million acres globally for pension funds, foundations, family offices, and other institutional investors. As of December 31, 2025, the platform oversaw approximately $11 billion billion in assets under supervision, supported by approximately 150 employees across 15 U.S. states, the United Kingdom, Australia, New Zealand, and Latin America. The team has also demonstrated meaningful fundraising scale, including the close of one of the largest funds raised to date in the natural capital asset class.
The rebrand builds on Campbell Global's more than four-decade legacy as a pioneer in sustainable timberland investing while reflecting the broader opportunity now emerging across natural capital. As J.P. Morgan Natural Capital, the team will continue applying its forestry expertise, stewardship approach, and investment discipline to help investors access the long-term value of nature-based assets.
About J.P. Morgan Natural Capital
J.P. Morgan Natural Capital is a leading global investment manager focused on forestland and nature-based assets. With headquarters in Portland, Oregon, the firm manages more than 1.5 million acres across three continents and oversees 11 billion in assets under supervision for institutional investors. The team is supported by approximately 150 employees located across 15 U.S. states, the United Kingdom, Australia, New Zealand, and Latin America. In March 2025, J.P. Morgan Natural Capital closed its Forest & Climate Solutions Fund II, raising $1.5 billion, successfully closing the industry's largest forestry fund to date. Including separate account mandates, total capital raised for the strategy reached $2.3 billion.
J.P. Morgan Natural Capital is part of J.P. Morgan Asset Management's $326B alternative investment business.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $4.6 trillion as of June 30, 2026, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. For more information, visit: www.jpmorgan.com/am. About JPMorgan Chase & Co. JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America ("U.S."), with operations worldwide.
JPMorgan Chase had $5.0 trillion in assets and $375 billion in stockholders' equity as of June 30, 2026. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world's most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
Key Takeaways JPMorgan's Kinexys has processed more than $4 trillion in transactions since inception.EBANX cut internal fund transfers from more than 24 hours to minutes using Kinexys.JPMorgan's Payments revenue hit a record $10.4 billion in first-half 2026, up 12% year over year. JPMorgan’s (JPM - Free Report) blockchain platform, Kinexys, continues to gain commercial traction, strengthening the company’s push to modernize institutional payments. Growing adoption could complement the bank’s scale in treasury services and support further expansion of its Payments business.
Recently, global payments platform EBANX adopted the Kinexys Blockchain Deposit Account network for internal fund transfers across its global operations. The solution reduced transactions that previously took more than 24 hours to minutes. Faster settlement, combined with greater liquidity visibility and round-the-clock transaction capabilities, can help multinational businesses manage working capital more efficiently.
The development underscores Kinexys’ increasing real-world utility. The platform has processed more than $4 trillion in transactions since inception, indicating that JPMorgan’s blockchain initiatives are moving beyond experimentation toward broader commercial deployment.
For JPMorgan, greater Kinexys adoption could have benefits beyond transaction volumes. Integrating blockchain-based settlement with the company’s extensive payments, cash-management and banking relationships will likely improve client retention and create additional cross-selling opportunities. The platform could also differentiate JPMorgan as companies increasingly demand faster, always-on and more efficient global treasury infrastructure.
This momentum complements an already strong Payments franchise, which generated record revenues of $10.4 billion in the first half of 2026, up 12% year over year. While Kinexys remains small relative to JPMorgan’s overall operations, continued adoption among large institutional clients could reinforce its competitive moat. By combining blockchain capabilities with its global banking network and massive client base, JPMorgan appears well-positioned to convert technological innovation into deeper client relationships and incremental payments growth over time.
What are JPM’s Peers Doing to Expand Payments Business?Two close peers of JPMorgan are Bank of America (BAC - Free Report) and Citigroup (C - Free Report) .
Bank of America is expanding its Payments business through cross-border real-time payments, CashPro enhancements, APIs and AI-driven treasury solutions. Bank of America’s new platform connects global instant-payment networks, offering faster settlement, payment tracking and lower costs, while rising digital adoption supports deeper corporate client relationships and treasury-service revenues.
Citigroup is expanding Payments through 24/7 USD clearing, instant cross-border payments, APIs and Citi Token Services. By integrating blockchain-based tokenized deposits with real-time payment rails and expanding Citi Payments Express across markets, Citigroup aims to deepen corporate relationships, improve liquidity management and capture growing demand for always-on payments.
JPMorgan’s Price Performance, Valuation and EstimatesJPM’s shares have gained 18% over the past three months.
Three-Month Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, JPMorgan trades at a 12-month trailing price-to-tangible book (P/TB) of 3.31X, above the industry average.
P/TB TTM
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for JPMorgan's 2026 earnings suggests a 22.6% rise on a year-over-year basis, while 2027 earnings are expected to grow at a rate of 0.3%. In the past month, earnings estimates for 2026 have remained unchanged at $24.93. For 2027, estimates have moved upward to $25.02.
Earnings Estimates
Image Source: Zacks Investment Research
JPMorgan currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Higher yields sharpen the earnings outlook as JPMorgan's net interest income climbs 10% to $25.6 billion. Summary
JPMorgan trades 13.49% above its $315.19 GF Value estimate.
JPMorgan Chase JPM, America's largest bank by assets, climbed approximately 0.5% to $357.72 on Tuesday as the 10-year Treasury yield punched through 4.8%, its highest level since early 2025. Oil-fueled inflation fears are hammering bonds, hardening rate expectations and putting the banking giants back in focus.
The message from JPMorgan's own strategists is clear: higher rates may be coming. J.P. Morgan Wealth Management expects a quarter-point Federal Reserve increase in September as energy and supply-chain pressures keep inflation stubborn. The bank's second-quarter filing showed why investors care, with net interest income surging 10% to $25.6 billion and total net revenue reaching $58 billion.
Net interest income produced roughly 44% of quarterly revenue, giving JPMorgan real leverage to higher asset yields. But the valuation is already demanding: the stock sits 13.49% above its $315.19 GF Value estimate. Higher rates can boost lending income, but they can also inflate deposit costs, bruise bond portfolios and squeeze borrowers. JPMorgan has the scale to navigate that pressure—the stock price suggests investors already expect it to deliver.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Associated Banc Corp trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 380,490 shares of the financial services provider’s stock after selling 5,294 shares during the period. JPMorgan Chase & Co. makes up about 3.0% of Associated Banc Corp’s investment portfolio, making the stock its 9th biggest position. Associated Banc Corp’s holdings in JPMorgan Chase & Co. were worth $124,546,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also recently bought and sold shares of the company. Timmons Wealth Management LLC acquired a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth $27,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at approximately $32,000. MBM Wealth Consultants LLC bought a new position in JPMorgan Chase & Co. during the 1st quarter worth approximately $29,000. Aventus Investment Advisors Inc. acquired a new position in JPMorgan Chase & Co. during the second quarter valued at approximately $33,000. Finally, Osbon Capital Management LLC acquired a new position in JPMorgan Chase & Co. during the fourth quarter valued at approximately $35,000. Institutional investors own 71.55% of the company’s stock.
Analyst Ratings Changes Several research analysts have weighed in on JPM shares. HSBC lifted their target price on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a report on Monday, May 4th. Wells Fargo & Company raised their price target on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research report on Friday, August 14th. Bank of America lifted their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Jefferies Financial Group set a $350.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $359.96.
Read Our Latest Stock Report on JPM More JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan has increased its planned capital returns, including a larger share-repurchase authorization and higher payouts. Strong investment-banking and trading activity, loan and deposit growth, and a resilient balance sheet have also supported the stock’s recent rally. JPM Stock Gains 20.6% in 3 Months: Key Factors to Watch Before Buying Positive Sentiment: The bank is expanding its physical branch network, including a flagship location in Chicago, which could strengthen its consumer and wealth-management presence. Its $750 billion housing commitment also highlights a long-term growth opportunity in a strategically important market. How Investors May Respond To JPMorgan Chase Bond Issuance, Branch Expansion and Higher Payouts Neutral Sentiment: JPMorgan recently issued callable, unsecured medium-term notes spanning maturities from 2031 to 2056. The financing supports expansion and capital-management flexibility, although it also increases the bank’s funding obligations. JPMorgan Bond Issuance, Branch Expansion and Higher Payouts Neutral Sentiment: JPMorgan hired Ward Jones from Deutsche Bank to lead mid-cap basic-materials investment banking, a modest signal of continued confidence in deal-making and advisory demand. JPMorgan Taps Deutsche Bank’s Jones for Mid-Cap Basic Materials Role Negative Sentiment: JPMorgan’s trading desk shifted from a bullish view to “tactically cautious” on U.S. equities after hawkish comments from Federal Reserve Chair Kevin Warsh. Concerns include interest-rate uncertainty and a possible unwinding of crowded artificial-intelligence trades, weighing on broader financial-sector sentiment. JPMorgan Turns Tactically Cautious Following Warsh’s Jackson Hole Speech Negative Sentiment: Expectations for another rate increase are mixed for JPMorgan: higher rates could lift net interest income, but they may increase stress among revolving-credit borrowers and pressure credit quality. JPMorgan Slips as 60% Hike Odds Cut Both Ways Insider Transactions at JPMorgan Chase & Co. In other news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the sale, the insider directly owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Stock Performance Shares of JPM stock opened at $356.05 on Tuesday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The company’s fifty day simple moving average is $347.92 and its 200-day simple moving average is $319.07. The firm has a market cap of $946.45 billion, a PE ratio of 15.25, a P/E/G ratio of 1.47 and a beta of 0.99. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. During the same period last year, the company earned $4.96 earnings per share. The business’s revenue was up 27.7% compared to the same quarter last year. Equities research analysts expect that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.
JPMorgan Chase & Co. Company Profile (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.
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Elon Musk and Jamie Dimon are two of the most famous business leaders in the world.
Musk runs Tesla (TSLA +5.50%) and Space Exploration Technologies Corp. and is viewed as one of the most innovative founders developing technologies that could one day save the planet.
Dimon, on the other hand, runs the U.S.'s largest bank, JPMorgan Chase (JPM -0.45%), and is lauded for his years of experience and wisdom. He successfully steered JPMorgan through the Great Recession and the COVID-19 pandemic and continues to deliver solid returns for investors.
Has Tesla or JPMorgan Chase stock performed better during the past five years and which should you buy today?
Image source: The White House.
Two different businesses on two different paths Investors should understand that Tesla and JPMorgan are two very different businesses.
Tesla, although now one of the world's largest companies, still operates as a high-growth, artificial intelligence-driven company. Sure, the company's electric vehicle business is mature, but its valuation now depends more on its emerging self-driving robotaxi fleet and future humanoid robotics business.
Both of these businesses are still developing, and Tesla is as strongly positioned as anyone to hit these markets first.
But I still think they are show-me stories right now. The market believes they now have a credible path not only to bringing these products to market but also to quickly grabbing significant market share.
JPMorgan Chase is an entirely different animal. It's a traditional blue chip stock, not only operating a mature business but also in a mature industry.
JPMorgan will certainly be able to leverage artificial intelligence (AI) to make its operations more efficient, but at the end of the day, large banks are heavily regulated, and their returns are somewhat constrained by the need to maintain regulatory capital.
Furthermore, JPMorgan is too big to go on an acquisition spree because it already controls more than 10% U.S. deposit market share, a regulatory limit that means the company isn't allowed to buy other banks. So growth must be organic.
However, JPMorgan continues to put up industry-leading returns quarter after quarter. During its last five quarters, JPMorgan has only once generated a return on tangible common equity (ROTCE) of less than 20%. Management has forecast a long-term 17% ROTCE through the cycle.
Furthermore, JPMorgan returns substantial capital to shareholders through stock buybacks and a growing dividend.
Which has generated a better return for investors during the past five years? Tesla is the more popular stock across the market, which is why it may surprise investors to learn that JPMorgan has crushed Tesla stock since mid-2021.
JPM data by YCharts
There are a few reasons to explain this. Banks have performed well in recent years.
Part of this may have to do with investors adding some diversification beyond artificial intelligence. The yield curve has also steepened, which is generally favorable for banks that borrow at short-term interest rates and lend at longer maturities.
Additionally, large, too-big-to-fail banks like JPMorgan have done well since the Silicon Valley Bank crisis because the government simply can't afford for them to fail, leading to an inflow of deposits from businesses worried about deposit runs at smaller banks.
For Tesla, I think it's simply a matter of investors getting ahead of themselves. The stock trades at an incredible 180 times forward earnings.
Even if you believe Tesla will succeed with robotaxis and humanoid robots, it's very rare for investors, especially institutional, to essentially assume revenue in new businesses before there is real evidence that it will materialize.
Although robotaxis have launched, many hurdles remain. Humanoid robots have only just begun production. So Tesla still seems like a gamble at this valuation.
Regardless, JPMorgan stock is a good one to own if you are less risk-averse and looking for steady growth and capital returns over time. Tesla is for more aggressive investors with a longer runway ahead. It may turn into a big investment, but it's no guarantee.
If robotaxis and robots stumble, the shares could get hit hard.
JPMorgan Chase (JPM.N) has hired investment banker Ward Jones as head of Mid-Cap Basic Materials Investment Banking, according to an internal memo seen by Reuters.
Jones will focus on building products, building products distribution, and paper and packaging companies from New York, the memo said. He will report to Joe DeBarbrie and Dave Khalsa, co-heads of mid-cap diversified industries investment banking, the memo said.
Jones most recently served as Deutsche Bank's (DBKGn.DE) head of building products investment banking for the Americas. Before joining Deutsche Bank, Jones held investment banking roles at Credit Suisse and Citigroup (C.N).
JPMorgan Chase JPM , America's largest bank by assets, dipped approximately 0.7% to $355.41 Monday—even as traders pushed the probability of a September Federal Reserve rate hike above 60%. That is no contradiction. Higher rates can juice lending income, but they can also push stretched borrowers closer to the edge.
The profit engine is already humming. JPMorgan's second-quarter filing showed net interest income jumping 10% to $25.6 billion. Excluding markets, it reached $23.7 billion, prompting management to raise its full-year forecast to $96.5 billion. Another hike could lift asset yields again—if deposit costs do not race higher with them.
But the stock is not cheap. At $355.41, JPMorgan trades 12.81% above its $315.05 GF Value estimate, meaning investors are already paying for plenty of good news. Meanwhile, provisions and net charge-offs both hit $2.2 billion, driven largely by card services. Wider spreads can boost profits. Rising credit losses can claw them straight back.
Blue Line Capital LLC IL raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 46.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,706 shares of the financial services provider’s stock after buying an additional 2,441 shares during the period. JPMorgan Chase & Co. comprises 2.1% of Blue Line Capital LLC IL’s portfolio, making the stock its 16th largest holding. Blue Line Capital LLC IL’s holdings in JPMorgan Chase & Co. were worth $2,522,000 as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in JPM. Timmons Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth $27,000. MBM Wealth Consultants LLC purchased a new position in JPMorgan Chase & Co. during the first quarter valued at $29,000. Caitong International Asset Management Co. Ltd bought a new stake in JPMorgan Chase & Co. during the fourth quarter valued at about $32,000. Aventus Investment Advisors Inc. bought a new stake in JPMorgan Chase & Co. during the second quarter valued at about $33,000. Finally, Osbon Capital Management LLC purchased a new stake in JPMorgan Chase & Co. in the fourth quarter worth about $35,000. 71.55% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In JPM has been the topic of several recent research reports. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Bank of America boosted their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price for the company in a report on Wednesday, July 22nd. Truist Financial raised their target price on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research note on Wednesday, July 15th. Finally, Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus price target of $359.96.
View Our Latest Report on JPMorgan Chase & Co. Trending Headlines about JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit Insider Buying and Selling In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This trade represents a 11.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by insiders.
JPMorgan Chase & Co. Price Performance NYSE:JPM opened at $357.54 on Monday. The business’s 50-day simple moving average is $347.44 and its two-hundred day simple moving average is $318.80. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. The stock has a market cap of $950.41 billion, a PE ratio of 15.32, a P/E/G ratio of 1.47 and a beta of 0.99. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. During the same quarter in the prior year, the company posted $4.96 earnings per share. The business’s quarterly revenue was up 27.7% compared to the same quarter last year. As a group, analysts forecast that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.
JPMorgan Chase & Co. Profile (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.
Recommended Stories Five stocks we like better than JPMorgan Chase & Co. Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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First National Trust Co reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.8% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 155,919 shares of the financial services provider’s stock after selling 20,901 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.7% of First National Trust Co’s investment portfolio, making the stock its 12th biggest position. First National Trust Co’s holdings in JPMorgan Chase & Co. were worth $51,037,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Great Lakes Retirement Inc. lifted its holdings in JPMorgan Chase & Co. by 4.3% during the 2nd quarter. Great Lakes Retirement Inc. now owns 32,198 shares of the financial services provider’s stock worth $10,539,000 after buying an additional 1,313 shares during the period. Pictet Asset Management Holding SA increased its stake in shares of JPMorgan Chase & Co. by 6.5% in the second quarter. Pictet Asset Management Holding SA now owns 1,486,565 shares of the financial services provider’s stock valued at $486,598,000 after buying an additional 90,373 shares during the period. Acorn Wealth Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 1.2% during the second quarter. Acorn Wealth Advisors LLC now owns 12,815 shares of the financial services provider’s stock worth $4,195,000 after acquiring an additional 152 shares during the last quarter. Assetmark Inc. raised its position in shares of JPMorgan Chase & Co. by 3.8% during the second quarter. Assetmark Inc. now owns 853,617 shares of the financial services provider’s stock worth $279,414,000 after acquiring an additional 31,214 shares during the last quarter. Finally, Tokio Marine Asset Management Co. Ltd. lifted its stake in shares of JPMorgan Chase & Co. by 21.4% in the second quarter. Tokio Marine Asset Management Co. Ltd. now owns 116,871 shares of the financial services provider’s stock worth $38,255,000 after acquiring an additional 20,594 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit Analysts Set New Price Targets Several analysts recently commented on JPM shares. Jefferies Financial Group set a $350.00 target price on JPMorgan Chase & Co. in a report on Tuesday, July 14th. Wells Fargo & Company raised their price target on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a report on Friday, August 14th. Bank of America boosted their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Evercore reiterated an “outperform” rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Finally, HSBC increased their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $359.96. Check Out Our Latest Stock Report on JPMorgan Chase & Co.
JPMorgan Chase & Co. Price Performance Shares of JPM opened at $357.54 on Monday. The firm has a market cap of $950.41 billion, a PE ratio of 15.32, a price-to-earnings-growth ratio of 1.47 and a beta of 0.99. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The business’s 50 day moving average price is $347.44 and its two-hundred day moving average price is $318.80. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $50.72 billion. During the same quarter last year, the firm posted $4.96 EPS. The company’s quarterly revenue was up 27.7% on a year-over-year basis. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 24.28 EPS for the current year.
Insiders Place Their Bets In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. The transaction 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, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the sale, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This trade represents a 3.29% 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. Company insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Profile (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.
Recommended Stories Five stocks we like better than JPMorgan Chase & Co. Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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Elevated Private Wealth LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,255 shares of the financial services provider’s stock, valued at approximately $1,393,000. JPMorgan Chase & Co. makes up 1.3% of Elevated Private Wealth LLC’s holdings, making the stock its 29th biggest position.
A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Norges Bank purchased a new position in JPMorgan Chase & Co. during the fourth quarter worth about $11,396,496,000. Bank of America Corp DE boosted its holdings in JPMorgan Chase & Co. by 15.8% in the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock valued at $19,314,681,000 after purchasing an additional 8,941,351 shares during the last quarter. Cardano Risk Management B.V. grew its stake in shares of JPMorgan Chase & Co. by 889.3% in the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock valued at $2,794,785,000 after buying an additional 7,796,814 shares during the period. Ascentis Wealth Management LLC grew its stake in shares of JPMorgan Chase & Co. by 32,672.0% in the 2nd quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock valued at $1,521,126,000 after buying an additional 4,632,891 shares during the period. Finally, American Assets Investment Management LLC increased its holdings in shares of JPMorgan Chase & Co. by 1,172.2% during the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock worth $728,024,000 after buying an additional 2,081,800 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.
JPMorgan Chase & Co. Stock Down 0.0% NYSE:JPM opened at $357.54 on Monday. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. The stock’s fifty day moving average is $347.44 and its two-hundred day moving average is $318.80. The stock has a market capitalization of $950.41 billion, a price-to-earnings ratio of 15.32, a price-to-earnings-growth ratio of 1.47 and a beta of 0.99. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. The business had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company’s revenue was up 27.7% on a year-over-year basis. During the same period in the previous year, the firm posted $4.96 earnings per share. Research analysts anticipate that JPMorgan Chase & Co. will post 24.28 EPS for the current year. Insider Transactions at JPMorgan Chase & Co. In other news, insider Robin Leopold sold 2,500 shares of the stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This represents a 3.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their position. 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. Company insiders own 0.41% of the company’s stock.
Analyst Ratings Changes A number of research firms recently commented on JPM. Bank of America upped their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Robert W. Baird lifted their target price on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. Weiss Ratings lowered JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a research note on Wednesday, August 19th. Keefe, Bruyette & Woods increased their price target on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Finally, Barclays raised their price objective on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $359.96.
Get Our Latest Analysis on JPMorgan Chase & Co.
Trending Headlines about JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit JPMorgan Chase & Co. Profile (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.
Recommended Stories Five stocks we like better than JPMorgan Chase & Co. Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
Carnegie Investment Counsel reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 10.9% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 375,035 shares of the financial services provider’s stock after selling 45,763 shares during the quarter. JPMorgan Chase & Co. comprises 2.4% of Carnegie Investment Counsel’s portfolio, making the stock its 8th biggest holding. Carnegie Investment Counsel’s holdings in JPMorgan Chase & Co. were worth $119,927,000 at the end of the most recent quarter.
A number of other institutional investors have also made changes to their positions in the business. Morgan Stanley increased its position in JPMorgan Chase & Co. by 1.4% in the 4th quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock worth $21,390,662,000 after buying an additional 939,421 shares during the period. Bank of America Corp DE boosted its position in shares of JPMorgan Chase & Co. by 15.8% in the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock valued at $19,314,681,000 after acquiring an additional 8,941,351 shares during the period. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at approximately $11,396,496,000. Bank of New York Mellon Corp grew its stake in shares of JPMorgan Chase & Co. by 5.4% in the fourth quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock worth $7,547,837,000 after acquiring an additional 1,194,583 shares during the last quarter. Finally, Legal & General Group Plc increased its position in JPMorgan Chase & Co. by 0.6% during the fourth quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock worth $6,128,484,000 after acquiring an additional 110,586 shares during the period. 71.55% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades JPM has been the subject of a number of research reports. Morgan Stanley reissued a “positive” rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. UBS Group increased their target price on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a research note on Monday, August 3rd. Truist Financial lifted their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research report on Wednesday, July 15th. Finally, Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $359.96.
Check Out Our Latest Stock Analysis on JPM JPMorgan Chase & Co. Trading Down 0.0% Shares of JPM stock opened at $357.54 on Monday. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The stock has a market cap of $950.41 billion, a price-to-earnings ratio of 15.32, a P/E/G ratio of 1.47 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a fifty day moving average of $347.44 and a 200-day moving average of $318.80.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The firm’s revenue was up 27.7% on a year-over-year basis. During the same period in the previous year, the business earned $4.96 EPS. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.
JPMorgan Chase & Co. News Roundup Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit Insider Transactions at JPMorgan Chase & Co. In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares in the company, valued at approximately $13,547,031.53. This represents a 11.78% 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. 0.41% of the stock is owned by company insiders.
JPMorgan Chase & Co. Company Profile (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.
Featured Articles Five stocks we like better than JPMorgan Chase & Co. Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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Bulltick Wealth Management LLC cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 42.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,024 shares of the financial services provider’s stock after selling 2,982 shares during the period. Bulltick Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $1,317,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Tokio Marine Asset Management Co. Ltd. lifted its stake in JPMorgan Chase & Co. by 21.4% in the second quarter. Tokio Marine Asset Management Co. Ltd. now owns 116,871 shares of the financial services provider’s stock worth $38,255,000 after purchasing an additional 20,594 shares during the last quarter. Pinkerton Wealth LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.6% during the 2nd quarter. Pinkerton Wealth LLC now owns 21,524 shares of the financial services provider’s stock worth $7,045,000 after acquiring an additional 138 shares during the last quarter. SkyOak Wealth LLC boosted its holdings in JPMorgan Chase & Co. by 1.0% during the 2nd quarter. SkyOak Wealth LLC now owns 26,977 shares of the financial services provider’s stock valued at $8,830,000 after acquiring an additional 267 shares during the period. Providence Wealth Advisors LLC boosted its holdings in JPMorgan Chase & Co. by 1.7% during the 2nd quarter. Providence Wealth Advisors LLC now owns 21,242 shares of the financial services provider’s stock valued at $7,110,000 after acquiring an additional 364 shares during the period. Finally, Keeler Thomas Management LLC bought a new position in JPMorgan Chase & Co. in the 2nd quarter valued at $3,819,000. 71.55% of the stock is owned by hedge funds and other institutional investors.
Key Headlines Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit Insider Activity at JPMorgan Chase & Co. In related news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the transaction, the insider owned 73,547 shares of the company’s stock, valued at $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the sale, the general counsel owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock. JPMorgan Chase & Co. Stock Down 0.0% Shares of JPMorgan Chase & Co. stock opened at $357.54 on Monday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. The stock has a market cap of $950.41 billion, a price-to-earnings ratio of 15.32, a PEG ratio of 1.47 and a beta of 0.99. The firm’s 50-day moving average is $347.44 and its two-hundred day moving average is $318.80. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating the consensus estimate 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 business had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. During the same quarter in the previous year, the business posted $4.96 EPS. The company’s quarterly revenue was up 27.7% compared to the same quarter last year. As a group, research analysts expect that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In A number of research firms have weighed in on JPM. Wells Fargo & Company increased their target price on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. Royal Bank Of Canada upped their price target on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Bank of America raised their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Jefferies Financial Group set a $350.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Finally, Morgan Stanley reissued a “positive” rating and issued a $370.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $359.96.
Get Our Latest Research Report on JPMorgan Chase & Co.
JPMorgan Chase & Co. Company Profile (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.
Recommended Stories Five stocks we like better than JPMorgan Chase & Co. Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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Key Takeaways JPMorgan gained 20.6% in three months as solid operating trends and diversified revenues supported shares.JPMorgan sees 2026 NII excluding Markets near $96.5B as loans and deposits continue to expand.JPMorgan's capital strength supports a $50B buyback and a planned 10% quarterly dividend increase. Shares of JPMorgan (JPM - Free Report) have gained 20.6% over the past three months, reflecting investors’ optimism about the banking giant’s solid operating performance, diversified revenue streams and resilient balance sheet. Strength across investment banking (IB) and trading, continued growth in loans and deposits, and healthy consumer activity have supported the rally. The company’s dominant market position and ability to capitalize on favorable capital market trends continue to set it apart from peers.
Over the same time frame, its peers, Bank of America (BAC - Free Report) and Citigroup (C - Free Report) , have rallied 21% and 2.9%, respectively. Further, JPM stock has performed impressively compared with the S&P 500 Index.
3-Month Price Performance
Image Source: Zacks Investment Research
The recent run-up, however, raises an important question for investors: Does JPMorgan still offer an attractive entry point? Let us examine the major factors investors should consider before buying the stock following the substantial rally.
JPMorgan’s Robust NII Outlook Supports Earnings ProspectsNet interest income (NII) remains an important pillar of JPMorgan’s earnings. The company continues to benefit from loan growth, a sizable deposit base and disciplined balance-sheet management, helping offset some of the pressure from lower interest rates.
In the first half of 2026, average loans increased 11% year over year, while average deposits climbed 7%. Given the solid first-half performance and a slightly hawkish Federal Reserve monetary policy stance, management now expects 2026 NII excluding Markets of approximately $96.5 billion, while total NII is projected to be roughly $105.5 billion.
JPMorgan’s massive deposit franchise remains a competitive advantage, providing relatively stable funding and supporting lending growth. Further expansion in commercial and consumer loans is expected to provide additional support to NII. Nevertheless, the direction of interest rates remains an important variable. A higher-for-longer rate backdrop could support earning asset yields, though it may hamper loan demand to some extent.
Like JPM, Bank of America and Citigroup also project NII to rise this year. Bank of America projects NII to grow in the upper end of the 6-8% range, supported by modest loan and deposit growth, fixed-rate asset repricing and balance-sheet optimization. Citigroup expects NII (excluding Markets) to increase in the 5-6% range.
IB and Markets Provide Significant Tailwinds for JPMorganOne of the strongest catalysts for JPMorgan has been the resurgence in capital markets activity. In the first half of 2026, IB fees increased 30% year over year, driven by growth across products and particularly strong equity underwriting activity. The company maintained its top position in global investment banking fees, with a 9.3% wallet share for the first half of the year.
The outlook also remains encouraging. Management noted that the IB pipeline remains robust and expects activity levels to stay healthy, although actual deal conversion will depend on market conditions. An improving environment for mergers and acquisitions, equity issuance and debt underwriting will likely help JPMorgan capitalize on its leading franchise.
Trading has been another major growth engine. Markets revenues surged 27% year over year in the first six months of 2026 to $23.6 billion. Fixed Income Markets revenues rose 20%, while Equity Markets revenues grew 14%, driven by robust client flows and strength across products and regions. Continued volatility and healthy client activity are expected to sustain trading revenues, though the exceptionally strong recent performance establishes a challenging comparison base.
Retail Banking & Wealth Management Adds Stability to JPMJPMorgan’s diversified business model reduces its reliance on any single revenue stream. Within Consumer & Community Banking, average deposits increased 3% year over year during the first half of 2026, while debit and credit card sales volumes climbed 9%. Active mobile customers were up 6%, reflecting continued investments in technology and customer acquisition.
Asset & Wealth Management is another increasingly important contributor. Segment revenues jumped 15% year over year in the first six months, supported by higher management fees, strong inflows and increased lending and brokerage activity. Assets under management reached $5.1 trillion as of June 30, 2026, up 18% year over year, while long-term net inflows totaled more than $100 billion.
These businesses provide meaningful fee-based revenues and complement JPMorgan’s traditional banking and capital markets operations, strengthening the company’s ability to navigate changing economic and interest-rate environments.
JPM’s Credit Trends Remain ManageableCredit quality is another important factor to monitor. JPMorgan recorded credit costs of $5 billion in the first six months, including $4.7 billion in net charge-offs (NCOs). The Card Services NCO rate was 3.40%, down 9 basis points year over year.
Encouragingly, management lowered its 2026 Card NCO rate expectation to approximately 3.2%, reflecting better-than-anticipated consumer credit performance. Consumer spending has remained resilient, aided by a solid labor market.
Nonetheless, credit costs deserve attention. Higher unemployment, persistent inflation and/or an economic slowdown could lead to increased delinquencies and NCOs, particularly within credit cards and other consumer portfolios. Investors should therefore watch whether the currently healthy consumer backdrop persists.
Rising Expenses Could Restrict JPM’s Operating LeverageJPMorgan continues to invest aggressively in technology, product development, marketing, branches and personnel to strengthen its long-term competitive position. These initiatives are expected to support market share gains, but they are also pushing costs higher.
First-half non-interest expenses increased 14% year over year to $54.2 billion, primarily because of higher revenue-related compensation, wage inflation, employee growth and continued investments in marketing and technology. Management now projects adjusted expenses of roughly $107.5 billion for 2026, reflecting stronger business volumes and revenue performance.
Hence, investors need to assess whether revenue growth can continue to outpace expenses. Sustained cost increases without a corresponding rise in revenues could limit operating leverage and earnings expansion.
JPM’s Fortress Balance Sheet Supports Capital ReturnsJPMorgan’s capital strength remains one of its biggest advantages. The standardized Common Equity Tier 1 ratio was 14.1% as of June 30, 2026, comfortably above its regulatory requirement.
This financial strength allows the company to invest for growth while returning capital to shareholders. JPMorgan’s board authorized a new $50-billion share repurchase program, effective July 1, 2026, and announced plans to raise the quarterly dividend 10% to $1.65 per share.
Share repurchases could provide further support to earnings per share, while dividend growth enhances JPMorgan’s appeal to income-oriented investors.
Similarly, Bank of America increased its quarterly dividend by 14% to 32 cents per share. Also, Citigroup raised its dividend by 12% to 67 cents per share.
JPMorgan’s Valuation Warrants Attention After the RallyAfter an impressive price performance over the past three months, investors should not overlook valuation. JPMorgan stock currently trades at a discount to the industry. The stock is trading at a price-to-tangible book (P/TB) of 3.33X, slightly below the industry’s 3.34X.
Image Source: Zacks Investment Research
If we compare JPM’s current valuation with that of Bank of America and Citigroup, it appears expensive. At present, Bank of America has a P/TB of 2.20X, and Citigroup is trading at a P/TB of 1.35X.
JPMorgan’s premium valuation compared with BAC and C is partly justified by its superior scale, diversified franchise, strong capital position and leading returns. Still, following the recent rally, further gains will increasingly depend on sustained earnings growth and continued strength across banking, trading and asset management operations. A weaker macroeconomic environment or slowdown in capital market activity could make the current valuation more difficult to support.
What Should Investors Do With JPM Stock?Analysts are bullish on JPMorgan’s prospects, with earnings estimates for 2026 and 2027 revised upward over the past two months. The Zacks Consensus Estimate for JPM’s 2026 and 2027 earnings implies a 22.6% and 0.3% year-over-year increase, respectively.
Earnings Estimates
Image Source: Zacks Investment Research
The recent share price appreciation has reduced the margin for disappointment. Elevated expenses, possible credit normalization, interest-rate uncertainty and valuation should be weighed against JPMorgan’s strong fundamentals.
Yet, JPMorgan remains one of the strongest banking franchises globally. Healthy balance-sheet growth, an encouraging NII outlook, accelerating IB activity, robust trading performance and expansion in asset and wealth management provide multiple avenues for earnings growth. Strong capital levels, substantial shareholder distributions and upward estimate revisions further reinforce the investment case.
Therefore, investors can consider buying JPM shares even after its 20.6% three-month rally. At present, JPMorgan carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Compagnie Lombard Odier SCmA raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 38.4% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 927,953 shares of the financial services provider’s stock after purchasing an additional 257,250 shares during the period. JPMorgan Chase & Co. accounts for approximately 3.3% of Compagnie Lombard Odier SCmA’s holdings, making the stock its 9th biggest holding. Compagnie Lombard Odier SCmA’s holdings in JPMorgan Chase & Co. were worth $303,747,000 at the end of the most recent reporting period.
A number of other hedge funds have also bought and sold shares of JPM. Timmons Wealth Management LLC bought a new position in JPMorgan Chase & Co. during the fourth quarter worth $27,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $32,000. MBM Wealth Consultants LLC acquired a new position in shares of JPMorgan Chase & Co. in the 1st quarter valued at about $29,000. Aventus Investment Advisors Inc. acquired a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at about $33,000. Finally, Osbon Capital Management LLC bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $35,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.
JPMorgan Chase & Co. Price Performance Shares of JPM opened at $357.54 on Friday. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50. The stock’s fifty day moving average is $347.44 and its 200-day moving average is $318.83. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a market capitalization of $950.41 billion, a price-to-earnings ratio of 15.32, a price-to-earnings-growth ratio of 1.46 and a beta of 0.99.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. JPMorgan Chase & Co.’s revenue was up 27.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.96 EPS. Equities analysts anticipate that JPMorgan Chase & Co. will post 24.28 EPS for the current year. Analyst Ratings Changes Several equities research analysts recently weighed in on JPM shares. Jefferies Financial Group set a $350.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Robert W. Baird boosted their price objective on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. Truist Financial increased their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research report on Wednesday, July 15th. Wells Fargo & Company raised their target price on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. Finally, Barclays boosted their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.
Get Our Latest Analysis on JPM
Insider Buying and Selling In related news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the sale, the general counsel owned 40,961 shares of the company’s stock, valued at $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the sale, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.
Key JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit (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.
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BKM Wealth Management LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 7.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,960 shares of the financial services provider’s stock after purchasing an additional 1,505 shares during the period. JPMorgan Chase & Co. accounts for about 2.4% of BKM Wealth Management LLC’s investment portfolio, making the stock its 10th biggest holding. BKM Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $6,861,000 as of its most recent SEC filing.
Other large investors have also recently bought and sold shares of the company. Timmons Wealth Management LLC acquired a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at approximately $27,000. MBM Wealth Consultants LLC bought a new stake in JPMorgan Chase & Co. in the 1st quarter valued at $29,000. Caitong International Asset Management Co. Ltd acquired a new position in JPMorgan Chase & Co. in the 4th quarter worth $32,000. Aventus Investment Advisors Inc. acquired a new position in JPMorgan Chase & Co. in the 2nd quarter worth $33,000. Finally, Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. during the 3rd quarter worth about $35,000. 71.55% of the stock is currently owned by institutional investors.
Insider Buying and Selling In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the sale, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their position. 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 own 0.41% of the company’s stock.
JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week: Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit JPMorgan Chase & Co. Price Performance Shares of JPM stock opened at $357.54 on Friday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The company has a market cap of $950.41 billion, a P/E ratio of 15.32, a P/E/G ratio of 1.46 and a beta of 0.99. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The business has a fifty day simple moving average of $347.44 and a 200 day simple moving average of $318.83.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping the consensus estimate of $5.59 by $0.55. The company had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.96 earnings per share. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.
Analyst Upgrades and Downgrades A number of equities analysts have weighed in on JPM shares. Evercore reaffirmed an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Jefferies Financial Group set a $350.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Barclays increased their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. Wells Fargo & Company raised their price objective on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a report on Friday, August 14th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $418.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $359.96.
Read Our Latest Report on JPM
JPMorgan Chase & Co. Company Profile (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.
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Chicago Partners Investment Group LLC grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 96,420 shares of the financial services provider’s stock after acquiring an additional 2,743 shares during the period. JPMorgan Chase & Co. accounts for approximately 0.7% of Chicago Partners Investment Group LLC’s portfolio, making the stock its 23rd largest holding. Chicago Partners Investment Group LLC’s holdings in JPMorgan Chase & Co. were worth $33,738,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. Norges Bank bought a new position in JPMorgan Chase & Co. in the 4th quarter worth about $11,396,496,000. Bank of America Corp DE lifted its holdings in shares of JPMorgan Chase & Co. by 15.8% in the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after buying an additional 8,941,351 shares in the last quarter. Cardano Risk Management B.V. boosted its position in shares of JPMorgan Chase & Co. by 889.3% in the fourth quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock valued at $2,794,785,000 after acquiring an additional 7,796,814 shares during the period. Ascentis Wealth Management LLC boosted its position in shares of JPMorgan Chase & Co. by 32,672.0% in the second quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock valued at $1,521,126,000 after acquiring an additional 4,632,891 shares during the period. Finally, American Assets Investment Management LLC grew its stake in JPMorgan Chase & Co. by 1,172.2% during the fourth quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock valued at $728,024,000 after acquiring an additional 2,081,800 shares in the last quarter. 71.55% of the stock is owned by institutional investors.
Key JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit JPMorgan Chase & Co. Stock Up 0.9% JPM opened at $357.54 on Friday. The stock has a market cap of $950.41 billion, a PE ratio of 15.32, a P/E/G ratio of 1.47 and a beta of 0.99. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. The business’s fifty day simple moving average is $347.44 and its 200 day simple moving average is $318.83. JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same period in the prior year, the business earned $4.96 EPS. As a group, research analysts expect that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.
Insider Buying and Selling In other news, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the sale, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This represents a 3.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.
Wall Street Analyst Weigh In Several research analysts have commented on JPM shares. Evercore reissued an “outperform” rating and issued a $360.00 price target on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Keefe, Bruyette & Woods upped their price target on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. HSBC increased their price objective on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. Morgan Stanley reissued a “positive” rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, July 15th. Finally, Truist Financial boosted their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $359.96.
Get Our Latest Stock Report on JPMorgan Chase & Co.
JPMorgan Chase & Co. Profile (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.
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Ethic Inc. lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 92,027 shares of the financial services provider’s stock after purchasing an additional 8,322 shares during the quarter. Ethic Inc.’s holdings in JPMorgan Chase & Co. were worth $30,123,000 at the end of the most recent reporting period.
Several other large investors also recently made changes to their positions in JPM. Fidelis Capital Partners LLC lifted its holdings in JPMorgan Chase & Co. by 7.9% during the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after acquiring an additional 5,101 shares during the period. First National Bank of Mount Dora Trust Investment Services grew its stake in JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock valued at $12,125,000 after purchasing an additional 6,492 shares during the period. Brighton Jones LLC grew its stake in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after purchasing an additional 4,841 shares during the period. FAS Wealth Partners Inc. increased its position in shares of JPMorgan Chase & Co. by 4.3% during the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock valued at $12,804,000 after purchasing an additional 1,794 shares during the last quarter. Finally, KTF Investments LLC purchased a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at $6,449,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In A number of equities analysts recently weighed in on the stock. Morgan Stanley reissued a “positive” rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Keefe, Bruyette & Woods raised their price objective on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Citigroup lifted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a research report on Monday, July 20th. Truist Financial boosted their target price on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research note on Wednesday, July 15th. Finally, Robert W. Baird increased their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $359.96.
View Our Latest Research Report on JPMorgan Chase & Co. Insider Buying and Selling In related news, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the transaction, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This trade represents a 3.29% 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. Corporate insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Trading Up 0.9% Shares of JPMorgan Chase & Co. stock opened at $357.54 on Friday. The stock has a market capitalization of $950.41 billion, a P/E ratio of 15.32, a P/E/G ratio of 1.47 and a beta of 0.99. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The stock’s 50-day simple moving average is $347.44 and its 200 day simple moving average is $318.83.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company’s quarterly revenue was up 27.7% on a year-over-year basis. During the same quarter last year, the business earned $4.96 earnings per share. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 24.28 EPS for the current year.
JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit (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.
Featured Articles Five stocks we like better than JPMorgan Chase & Co. From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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NEW YORK--(BUSINESS WIRE)--JPMorganChase has brought fans closer to the US Open for 45 years, creating memorable experiences both on and off the court while supporting the growth of one of the world's most iconic sporting events.
Deroy & Devereaux Private Investment Counsel Inc. cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 159,053 shares of the financial services provider’s stock after selling 2,004 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.2% of Deroy & Devereaux Private Investment Counsel Inc.’s holdings, making the stock its 7th biggest holding. Deroy & Devereaux Private Investment Counsel Inc.’s holdings in JPMorgan Chase & Co. were worth $52,063,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors have also bought and sold shares of the company. Arkansas Financial Group Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 1.1% during the 2nd quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider’s stock worth $873,000 after acquiring an additional 30 shares during the last quarter. Flynn Zito Capital Management LLC increased its stake in JPMorgan Chase & Co. by 1.1% in the second quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider’s stock valued at $926,000 after acquiring an additional 30 shares during the last quarter. WealthBridge Capital Management LLC increased its stake in JPMorgan Chase & Co. by 0.3% in the second quarter. WealthBridge Capital Management LLC now owns 10,503 shares of the financial services provider’s stock valued at $3,438,000 after acquiring an additional 31 shares during the last quarter. Sterling Group Wealth Management LLC raised its position in JPMorgan Chase & Co. by 0.8% during the first quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock valued at $1,183,000 after purchasing an additional 33 shares in the last quarter. Finally, Vestia Personal Wealth Advisors raised its position in JPMorgan Chase & Co. by 2.7% during the fourth quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider’s stock valued at $391,000 after purchasing an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Wall Street Analyst Weigh In JPM has been the subject of several research analyst reports. Evercore reaffirmed an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Morgan Stanley reissued a “positive” rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Keefe, Bruyette & Woods boosted their target price on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Robert W. Baird boosted their target price on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 15th. Finally, Zacks Research raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus target price of $359.96.
Read Our Latest Stock Analysis on JPMorgan Chase & Co. JPMorgan Chase & Co. Stock Performance JPMorgan Chase & Co. stock opened at $356.33 on Tuesday. The firm has a fifty day simple moving average of $345.23 and a two-hundred day simple moving average of $317.72. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The company has a market capitalization of $947.21 billion, a PE ratio of 15.27, a P/E/G ratio of 1.45 and a beta of 0.99.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same period last year, the firm earned $4.96 earnings per share. Research analysts expect that JPMorgan Chase & Co. will post 24.28 EPS for the current year.
More JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Improving credit trends support JPMorgan’s outlook. Card-credit performance is stabilizing, and a lower 2026 loss outlook suggests consumer-credit deterioration may have peaked. Elevated interest rates remain a risk, but the trend could reduce pressure on provisions and earnings. JPMorgan’s Card Credit Trends Improve: Are Losses Past Their Peak? Positive Sentiment: Trading strength and falling bond yields are providing a near-term lift. Robust market activity can benefit JPMorgan’s trading and investment-banking businesses, while lower Treasury yields may support fixed-income activity and ease some funding concerns. JPMorgan Jumps as Banks Power the Dow Higher Positive Sentiment: Strong recent fundamentals remain an important backdrop. JPMorgan’s latest reported quarter exceeded consensus estimates for both EPS and revenue, with revenue rising sharply year over year and return on equity reaching 18.23%. Neutral Sentiment: JPMorgan’s market warning is primarily a broader risk signal. Strategists see a split in the artificial-intelligence trade resembling the period before the dot-com crash and warn of a possible autumn sell-off. This could increase market volatility, although it does not directly weaken JPMorgan’s operating results. JPMorgan sends stark warning on AI stocks, cites dotcom worries Negative Sentiment: Shareholder lawsuits over multibillion-dollar buyout deals create legal and reputational risk. JPMorgan and Morgan Stanley are defending claims concerning their roles in private-equity transactions. The financial impact is uncertain, but litigation could lead to costs or regulatory scrutiny. Market Chatter: JPMorgan, Morgan Stanley Sued Over Role in Multibillion-Dollar Buyout Deals Negative Sentiment: An India-related regulatory dispute adds another compliance overhang. A JPMorgan unit reportedly plans to argue that any breach was technical, but the matter could still produce legal costs or damage the bank’s regulatory reputation. JPMorgan Unit to Argue Any India Regulatory Breach Was Technical Insider Activity at JPMorgan Chase & Co. In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% 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, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the sale, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their position. 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. 0.41% of the stock is owned by company insiders.
(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.
Featured Articles Five stocks we like better than JPMorgan Chase & Co. Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain Snowflake Could Be Headed for New Highs Despite Insider Selling MongoDB Is Surging—And the Next Catalyst Is Almost Here
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Facet Wealth Inc. grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 31.9% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,688 shares of the financial services provider’s stock after purchasing an additional 3,313 shares during the quarter. Facet Wealth Inc.’s holdings in JPMorgan Chase & Co. were worth $4,480,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also recently made changes to their positions in JPM. Norges Bank purchased a new stake in JPMorgan Chase & Co. during the fourth quarter valued at approximately $11,396,496,000. Bank of America Corp DE raised its position in JPMorgan Chase & Co. by 15.8% in the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after acquiring an additional 8,941,351 shares during the period. Cardano Risk Management B.V. boosted its stake in shares of JPMorgan Chase & Co. by 889.3% during the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock worth $2,794,785,000 after acquiring an additional 7,796,814 shares during the last quarter. American Assets Investment Management LLC boosted its stake in shares of JPMorgan Chase & Co. by 1,172.2% during the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock worth $728,024,000 after acquiring an additional 2,081,800 shares during the last quarter. Finally, Viking Global Investors LP grew its position in shares of JPMorgan Chase & Co. by 86.1% during the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after acquiring an additional 1,870,386 shares during the period. Institutional investors own 71.55% of the company’s stock.
Key Stories Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Improving credit trends support JPMorgan’s outlook. Card-credit performance is stabilizing, and a lower 2026 loss outlook suggests consumer-credit deterioration may have peaked. Elevated interest rates remain a risk, but the trend could reduce pressure on provisions and earnings. JPMorgan’s Card Credit Trends Improve: Are Losses Past Their Peak? Positive Sentiment: Trading strength and falling bond yields are providing a near-term lift. Robust market activity can benefit JPMorgan’s trading and investment-banking businesses, while lower Treasury yields may support fixed-income activity and ease some funding concerns. JPMorgan Jumps as Banks Power the Dow Higher Positive Sentiment: Strong recent fundamentals remain an important backdrop. JPMorgan’s latest reported quarter exceeded consensus estimates for both EPS and revenue, with revenue rising sharply year over year and return on equity reaching 18.23%. Neutral Sentiment: JPMorgan’s market warning is primarily a broader risk signal. Strategists see a split in the artificial-intelligence trade resembling the period before the dot-com crash and warn of a possible autumn sell-off. This could increase market volatility, although it does not directly weaken JPMorgan’s operating results. JPMorgan sends stark warning on AI stocks, cites dotcom worries Negative Sentiment: Shareholder lawsuits over multibillion-dollar buyout deals create legal and reputational risk. JPMorgan and Morgan Stanley are defending claims concerning their roles in private-equity transactions. The financial impact is uncertain, but litigation could lead to costs or regulatory scrutiny. Market Chatter: JPMorgan, Morgan Stanley Sued Over Role in Multibillion-Dollar Buyout Deals Negative Sentiment: An India-related regulatory dispute adds another compliance overhang. A JPMorgan unit reportedly plans to argue that any breach was technical, but the matter could still produce legal costs or damage the bank’s regulatory reputation. JPMorgan Unit to Argue Any India Regulatory Breach Was Technical JPMorgan Chase & Co. Stock Performance Shares of NYSE JPM opened at $356.33 on Tuesday. The stock has a market cap of $947.21 billion, a PE ratio of 15.27, a price-to-earnings-growth ratio of 1.45 and a beta of 0.99. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The firm has a fifty day moving average price of $345.23 and a 200-day moving average price of $317.72. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share 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 analysts’ expectations of $50.72 billion. During the same quarter in the previous year, the company earned $4.96 EPS. JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% on a year-over-year basis. Equities analysts anticipate that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.
Insiders Place Their Bets In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider directly owned 73,547 shares of the company’s stock, valued at $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the transaction, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% 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. Corporate insiders own 0.41% of the company’s stock.
Analyst Upgrades and Downgrades Several research firms have recently commented on JPM. HSBC upped their price objective on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research note on Monday, May 4th. Barclays lifted their target price on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. Royal Bank Of Canada boosted their price target on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. UBS Group upped their price target on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Finally, Wells Fargo & Company raised their price objective on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $359.96.
Read Our Latest Research Report on JPM
(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.
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Generate Investment Management Ltd grew its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 126.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 64,643 shares of the financial services provider’s stock after buying an additional 36,136 shares during the quarter. JPMorgan Chase & Co. makes up approximately 0.9% of Generate Investment Management Ltd’s portfolio, making the stock its 28th largest position. Generate Investment Management Ltd’s holdings in JPMorgan Chase & Co. were worth $21,160,000 at the end of the most recent reporting period.
A number of other large investors have also made changes to their positions in the company. Morgan Stanley boosted its position in shares of JPMorgan Chase & Co. by 1.4% in the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock worth $21,390,662,000 after buying an additional 939,421 shares during the period. Bank of America Corp DE raised its position in JPMorgan Chase & Co. by 15.8% during the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock valued at $19,314,681,000 after buying an additional 8,941,351 shares during the period. Norges Bank purchased a new stake in JPMorgan Chase & Co. in the 4th quarter worth about $11,396,496,000. Bank of New York Mellon Corp lifted its stake in JPMorgan Chase & Co. by 5.4% in the 4th quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock worth $7,547,837,000 after acquiring an additional 1,194,583 shares in the last quarter. Finally, Legal & General Group Plc boosted its position in JPMorgan Chase & Co. by 0.6% during the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock worth $6,128,484,000 after acquiring an additional 110,586 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.
JPMorgan Chase & Co. Stock Performance Shares of NYSE JPM opened at $356.33 on Tuesday. The business’s 50-day simple moving average is $345.23 and its 200-day simple moving average is $317.72. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. The firm has a market cap of $947.21 billion, a price-to-earnings ratio of 15.27, a P/E/G ratio of 1.45 and a beta of 0.99.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. During the same quarter in the prior year, the business earned $4.96 earnings per share. The company’s revenue was up 27.7% on a year-over-year basis. As a group, equities research analysts expect that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year. More JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: Improving credit trends support JPMorgan’s outlook. Card-credit performance is stabilizing, and a lower 2026 loss outlook suggests consumer-credit deterioration may have peaked. Elevated interest rates remain a risk, but the trend could reduce pressure on provisions and earnings. JPMorgan’s Card Credit Trends Improve: Are Losses Past Their Peak? Positive Sentiment: Trading strength and falling bond yields are providing a near-term lift. Robust market activity can benefit JPMorgan’s trading and investment-banking businesses, while lower Treasury yields may support fixed-income activity and ease some funding concerns. JPMorgan Jumps as Banks Power the Dow Higher Positive Sentiment: Strong recent fundamentals remain an important backdrop. JPMorgan’s latest reported quarter exceeded consensus estimates for both EPS and revenue, with revenue rising sharply year over year and return on equity reaching 18.23%. Neutral Sentiment: JPMorgan’s market warning is primarily a broader risk signal. Strategists see a split in the artificial-intelligence trade resembling the period before the dot-com crash and warn of a possible autumn sell-off. This could increase market volatility, although it does not directly weaken JPMorgan’s operating results. JPMorgan sends stark warning on AI stocks, cites dotcom worries Negative Sentiment: Shareholder lawsuits over multibillion-dollar buyout deals create legal and reputational risk. JPMorgan and Morgan Stanley are defending claims concerning their roles in private-equity transactions. The financial impact is uncertain, but litigation could lead to costs or regulatory scrutiny. Market Chatter: JPMorgan, Morgan Stanley Sued Over Role in Multibillion-Dollar Buyout Deals Negative Sentiment: An India-related regulatory dispute adds another compliance overhang. A JPMorgan unit reportedly plans to argue that any breach was technical, but the matter could still produce legal costs or damage the bank’s regulatory reputation. JPMorgan Unit to Argue Any India Regulatory Breach Was Technical Analysts Set New Price Targets A number of brokerages have recently weighed in on JPM. Robert W. Baird upped their target price on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a report on Wednesday, July 15th. HSBC boosted their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research report on Monday, May 4th. Royal Bank Of Canada increased their target price on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Jefferies Financial Group set a $350.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Finally, UBS Group upped their price target on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research note on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $359.96.
Get Our Latest Stock Analysis on JPM
Insider Buying and Selling In other news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This represents a 3.29% 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. Company insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Company Profile (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.
Featured Stories Five stocks we like better than JPMorgan Chase & Co. Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain Snowflake Could Be Headed for New Highs Despite Insider Selling MongoDB Is Surging—And the Next Catalyst Is Almost Here
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