JPMorgan Chase & Co. $JPM Shares Sold by First Trust Advisors LP

First Trust Advisors LP cut its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 1,796,953 shares of the financial services provider’s stock after selling 33,098 shares during the quarter. First Trust Advisors LP’s holdings in JPMorgan Chase & Co. were worth $566,813,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Peterson Wealth Advisors LLC boosted its position in JPMorgan Chase & Co. by 1.6% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after buying an additional 33 shares during the last quarter. Rialto Wealth Management LLC grew its stake in shares of JPMorgan Chase & Co. by 3.6% during the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after acquiring an additional 33 shares in the last quarter. TradeWell Securities LLC. increased its position in shares of JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after acquiring an additional 34 shares during the last quarter. Sharkey Howes & Javer lifted its stake in shares of JPMorgan Chase & Co. by 1.9% in the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after acquiring an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.3% in the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after acquiring an additional 34 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on JPM. Daiwa Securities Group raised their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Robert W. Baird upped their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research report on Wednesday, March 4th. HSBC set a $319.00 target price on JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Finally, Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $340.00.

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This represents a 4.95% 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. Also, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the transaction, the insider owned 65,353 shares in the company, valued at approximately $20,072,520.42. The trade was a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,596 shares of company stock valued at $22,067,932 over the last three months. 0.47% of the stock is currently owned by company insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s capital-return program remains a tailwind: dividend increases and a $50 billion buyback support shareholder returns and can underpin the share price. JPMorgan’s Robust Capital Return Story: What’s Fueling It?
• Positive Sentiment: JPMorgan is expanding payments and AI-enabled commerce capabilities via a pact with Mirakl (agentic/AI-driven commerce), which could help grow payments revenue and product differentiation over time. JPMorgan Payments and Mirakl Form Agentic Commerce Pact
• Positive Sentiment: Some market commentators see regional bank weakness as a buying opportunity for major banks; if sector multiples re-rate higher, JPM would likely benefit given its scale. Bank Stocks Have Gotten Hit Hard. It’s Time to Think About Buying.
• Neutral Sentiment: J.P. Morgan Asset Management announced cash distributions for several JPMorgan ETFs on the TSX — routine for AM business but not material to JPM’s bank operating results. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: Short interest in JPM rose ~15.5% in February to ~23.0M shares (about 0.9% of float), signaling increased bearish positioning — a rising short base can amplify downside if sentiment deteriorates.
• Negative Sentiment: An analyst downgrade/critique flags JPM is trading near ~2.2x P/B with “concerning price action,” raising valuation and momentum risk for the stock in the near term. JPMorgan Chase: Stretched Near 2.2x P/B, Concerning Price Action (Downgrade)
• Negative Sentiment: A federal judge allowed JPMorgan employees to pursue part of a lawsuit alleging mismanagement of health/prescription benefits, creating potential legal and reputational risk (uncertain financial impact). JPMorgan Chase employees may sue over high drug costs and premiums, judge rules
• Negative Sentiment: JPMorgan’s research and trading desks have warned of meaningful market downside (scenario of a ~10% S&P drop if Iran tensions push oil >$100), which raises macro risk for bank trading revenue and loan growth. JPMorgan Predicts S&P 500 Could Tumble 10% as Iran Conflict Drives Oil Beyond $100

JPMorgan Chase & Co. Trading Down 0.4%

NYSE:JPM opened at $288.78 on Wednesday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The business’s 50 day moving average is $309.06 and its two-hundred day moving average is $308.71. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a market cap of $778.85 billion, a PE ratio of 14.43, a P/E/G ratio of 1.20 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the business earned $4.81 EPS. The business’s quarterly revenue was up 7.1% on a year-over-year basis. On average, analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Profile

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.