JPMorgan Chase & Co. $JPM is Mcdonald Partners LLC’s 8th Largest Position

Mcdonald Partners LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 31.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 28,608 shares of the financial services provider’s stock after selling 13,009 shares during the period. JPMorgan Chase & Co. comprises approximately 2.3% of Mcdonald Partners LLC’s portfolio, making the stock its 8th biggest holding. Mcdonald Partners LLC’s holdings in JPMorgan Chase & Co. were worth $9,364,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in JPM. Timmons Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth about $27,000. Caitong International Asset Management Co. Ltd purchased a new position in JPMorgan Chase & Co. during the 4th quarter valued at about $32,000. MBM Wealth Consultants LLC bought a new position in JPMorgan Chase & Co. during the 1st quarter valued at approximately $29,000. Aventus Investment Advisors Inc. bought a new position in JPMorgan Chase & Co. during the 2nd quarter valued at approximately $33,000. Finally, Osbon Capital Management LLC purchased a new stake in JPMorgan Chase & Co. in the 4th quarter worth approximately $35,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $356.84 on Wednesday. The stock has a market cap of $948.55 billion, a price-to-earnings ratio of 15.29, a PEG ratio of 1.47 and a beta of 0.99. The business’s fifty day moving average is $345.74 and its 200 day moving average is $318.00. 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.

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, topping analysts’ consensus estimates 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 quarterly revenue was up 27.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.96 earnings per share. Research analysts expect that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Improving credit quality supports the outlook. JPMorgan’s card-credit trends are stabilizing, and a lower 2026 loss outlook suggests credit costs may have peaked, although interest rates remain a risk. JPMorgan’s Card Credit Trends Improve
• Positive Sentiment: Analyst support and favorable bank rotation are helping JPM. Zacks included JPMorgan among stocks to buy as rates, oil and artificial intelligence reshape market leadership. Separately, lower Treasury yields and strength across banks have helped JPMorgan outperform during the technology-sector selloff. NVIDIA, JPM & 2 More Stocks to Buy
• Positive Sentiment: JPMorgan is expanding its technology investment-banking capabilities. The bank is hiring Citigroup’s Dan McDow to lead its East Coast technology investment-banking business, potentially strengthening its position in AI and technology-related deal activity. JPMorgan Hiring Citigroup’s McDow
• Neutral Sentiment: Layoffs create both an efficiency opportunity and a confidence concern. Reports say JPMorgan is experiencing its highest level of layoffs in more than a decade. Lower costs could improve profitability, but the scale of reductions may signal caution about growth and staffing needs. As Layoffs Keep Coming at JPMorgan
• Negative Sentiment: Litigation and macroeconomic concerns remain overhangs. JPMorgan is defending shareholder lawsuits tied to multibillion-dollar buyout deals, while the bank criticized a proposed $4 billion Treasury bond buyback as an ineffective approach to managing U.S. debt. These issues are not currently disrupting operations but could add reputational or regulatory risk. JPMorgan and Morgan Stanley Sued

Insider Transactions at JPMorgan Chase & Co.

In related 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 sale, 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 transaction 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, 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 transaction 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 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 owned by corporate insiders.

Analyst Upgrades and Downgrades

JPM has been the topic of several research analyst reports. Royal Bank Of Canada boosted their target price on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. Citigroup lifted their price target on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a report on Monday, July 20th. Evercore reissued an “outperform” rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Bank of America lifted 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, Wells Fargo & Company boosted their price target on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research report on Friday, August 14th. One 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 stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target 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.