Oak Harvest Investment Services Has $33.29 Million Holdings in JPMorgan Chase & Co. $JPM

Oak Harvest Investment Services raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 20.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 101,694 shares of the financial services provider’s stock after purchasing an additional 16,970 shares during the period. JPMorgan Chase & Co. accounts for approximately 3.1% of Oak Harvest Investment Services’ investment portfolio, making the stock its 4th biggest position. Oak Harvest Investment Services’ holdings in JPMorgan Chase & Co. were worth $33,287,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Timmons Wealth Management LLC bought a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $27,000. MBM Wealth Consultants LLC bought a new stake in shares of JPMorgan Chase & Co. during the first quarter worth approximately $29,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth approximately $32,000. Aventus Investment Advisors Inc. acquired a new position in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $33,000. Finally, Osbon Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth approximately $35,000. Institutional investors and hedge funds own 71.55% 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’s second-quarter Markets revenue increased 35%, supported by particularly strong equities activity. The performance highlights continued trading momentum and supports the bank’s earnings outlook, although comparisons may become more difficult as market activity normalizes. JPMorgan’s Q2 Trading Revenues Surge 35%: Can the Momentum Continue?
• Positive Sentiment: JPMorgan reportedly raised its 2026 net interest income outlook to $105.5 billion, with loan and deposit growth expected to offset some pressure from interest rates. Higher expenses could limit the benefit, but the revised forecast remains supportive of earnings. JPMorgan Raises 2026 NII Outlook: What Does It Mean for Earnings?
• Neutral Sentiment: Former JPMorgan Chief Operating Officer Matt Zames is joining the Social Security Administration as an unpaid adviser on modernization. The appointment increases the public profile of a former executive but is not expected to have a direct financial effect on JPMorgan. Trump admin taps former JPMorgan Chase exec Matt Zames to advise Social Security agency
• Negative Sentiment: India’s securities regulator barred a JPMorgan entity from the country’s securities market over alleged stock-market manipulation linked to sharp Sensex movements. The matter creates regulatory, reputational and potentially legal risks, although the reports concern allegations rather than a final determination of wrongdoing. India Bars JPMorgan Unit for Alleged Market Manipulation
• Negative Sentiment: JPMorgan filed six layoff notices affecting nearly 800 employees across several states, the bank’s largest reported level of layoffs since 2015. While the reductions could lower costs, the scale may raise concerns about operating conditions and workforce demand. Layoffs at JPMorgan Hit Highest Level Since 2015
• Negative Sentiment: JPMorgan strategists warned that expanded Treasury bond buybacks could ultimately push long-term yields higher if they fail to address the underlying U.S. fiscal and debt concerns. Higher yields and bond-market volatility can pressure valuations and increase risk across the banking sector. U.S. bond intervention is like paying your mortgage with your credit card

Insider Buying and Selling

In related 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 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 sale was disclosed in a legal filing with the SEC, which is available 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 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 transaction of $1,808,100.91. Following the transaction, 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 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. Stock Up 0.0%

Shares of NYSE JPM opened at $351.74 on Monday. 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 stock has a market capitalization of $934.99 billion, a P/E ratio of 15.07, a PEG ratio of 1.45 and a beta of 0.99. The stock’s fifty day moving average is $344.49 and its 200 day moving average is $317.43.

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 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 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 was up 27.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.96 earnings per share. Sell-side analysts forecast that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have commented on JPM. Citigroup upped their price objective on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a report on Monday, July 20th. Evercore restated an “outperform” rating and issued a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. The Goldman Sachs Group reiterated a “buy” rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Truist Financial increased 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 report on Wednesday, July 15th. Finally, Robert W. Baird raised their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a report on Wednesday, July 15th. 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. Based on data from MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average target price of $359.96.

JPMorgan Chase & Co. Company 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.