JPMorgan Chase & Co. $JPM Shares Purchased by Krilogy Financial LLC

Krilogy Financial LLC grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,202 shares of the financial services provider’s stock after acquiring an additional 1,455 shares during the period. Krilogy Financial LLC’s holdings in JPMorgan Chase & Co. were worth $8,249,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Pittenger & Anderson Inc. boosted its stake in JPMorgan Chase & Co. by 2.9% during the 2nd quarter. Pittenger & Anderson Inc. now owns 76,028 shares of the financial services provider’s stock valued at $24,886,000 after purchasing an additional 2,117 shares in the last quarter. Unified Investment Management boosted its stake in shares of JPMorgan Chase & Co. by 1.2% in the 2nd quarter. Unified Investment Management now owns 5,376 shares of the financial services provider’s stock valued at $1,760,000 after purchasing an additional 66 shares in the last quarter. SageGuard Financial Group LLC grew its holdings in shares of JPMorgan Chase & Co. by 13.5% in the 2nd quarter. SageGuard Financial Group LLC now owns 14,953 shares of the financial services provider’s stock worth $4,895,000 after purchasing an additional 1,780 shares during the last quarter. Collar Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $210,000. Finally, MontVue Capital Management Inc. increased its position in shares of JPMorgan Chase & Co. by 78.9% during the 2nd quarter. MontVue Capital Management Inc. now owns 2,301 shares of the financial services provider’s stock worth $753,000 after purchasing an additional 1,015 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $356.33 on Tuesday. 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 $345.23 and its two-hundred day simple moving average is $317.72. 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. (NYSE:JPM) 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 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 business’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.96 EPS. As a group, analysts forecast that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Morgan Stanley reiterated a “positive” rating and issued a $370.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Citigroup upped their price target 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. Jefferies Financial Group set a $350.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, Weiss Ratings downgraded shares of JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a research report on Wednesday, August 19th. 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 stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $359.96.

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 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 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 transaction was disclosed in a filing with the SEC, which is available 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 company’s 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 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 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. News Summary

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

About JPMorgan Chase & Co.

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.