Forum Financial Management LP Has $11.46 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Forum Financial Management LP trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 14.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 35,013 shares of the financial services provider’s stock after selling 6,003 shares during the quarter. JPMorgan Chase & Co. makes up 0.1% of Forum Financial Management LP’s holdings, making the stock its 20th largest position. Forum Financial Management LP’s holdings in JPMorgan Chase & Co. were worth $11,461,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of JPM. Arkansas Financial Group Inc. lifted its position in shares of JPMorgan Chase & Co. by 1.1% in the second quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider’s stock valued at $873,000 after buying an additional 30 shares during the last quarter. Sterling Group Wealth Management LLC increased its holdings in shares of JPMorgan Chase & Co. by 0.8% during the 1st quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock worth $1,183,000 after acquiring an additional 33 shares during the last quarter. Vestia Personal Wealth Advisors raised its stake in JPMorgan Chase & Co. by 2.7% in the 4th quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider’s stock valued at $391,000 after acquiring an additional 34 shares during the period. South Street Advisors LLC raised its stake in JPMorgan Chase & Co. by 0.4% in the 4th quarter. South Street Advisors LLC now owns 9,421 shares of the financial services provider’s stock valued at $3,036,000 after acquiring an additional 34 shares during the period. Finally, Continental Investors Services Inc. lifted its holdings in JPMorgan Chase & Co. by 4.9% during the 4th quarter. Continental Investors Services Inc. now owns 722 shares of the financial services provider’s stock valued at $225,000 after purchasing an additional 34 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

JPM has been the topic of several research reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Wells Fargo & Company raised their target price on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. Evercore reaffirmed an “outperform” rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. UBS Group upped their price target 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. Finally, Citigroup raised 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. 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, the company presently has an average rating of “Moderate Buy” and a consensus price target of $359.96.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan raised its 2026 net interest income outlook to approximately $105.5 billion, citing loan and deposit growth that is helping offset pressure from interest-rate movements. Higher NII could support revenue and earnings, although rising expenses may limit the benefit. JPMorgan Raises 2026 NII Outlook
• Positive Sentiment: JPMorgan analysts reiterated an Overweight rating on Broadcom, pointing to strong AI networking demand and a projected AI revenue opportunity exceeding $56 billion. The call highlights the bank’s continued positioning in high-growth technology investment banking and research. Broadcom’s AI Competition Fears Look Overblown
• Neutral Sentiment: A broader bullish outlook for the S&P 500, supported by earnings growth, seasonal trends and AI investment, could provide a favorable market backdrop for JPMorgan, but it does not address the bank-specific regulatory and rate concerns. Reasons the S&P 500 Could Keep Rallying
• Negative Sentiment: India’s securities regulator barred a JPMorgan entity from the country’s securities market over alleged manipulation of the Sensex’s closing price. Regulators cited abrupt index spikes, including a 362-point move in two seconds. The action creates reputational, legal and potential financial risks for JPMorgan. India Bars JPMorgan Unit
• Negative Sentiment: JPMorgan warned that the Treasury’s expanded bond-buyback program could ultimately push long-term yields higher if it fails to address the underlying U.S. fiscal deficit and debt burden. Renewed yield pressure has weighed on bank shares, overwhelming the potential benefit of higher rates to net interest income. JPMorgan Falls as Treasury Rescue Fails to Calm Bonds

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 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 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 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 in the company, valued at $26,580,621.27. This 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 currently owned by insiders.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $352.76 on Friday. 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 firm’s 50-day simple moving average is $343.87 and its 200 day simple moving average is $317.12. The firm has a market cap of $937.70 billion, a price-to-earnings ratio of 15.11, a P/E/G ratio of 1.47 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last posted 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 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 quarter in the previous year, the firm posted $4.96 EPS. The business’s revenue for the quarter was up 27.7% compared to the same quarter last year. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share 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.