JPMorgan Chase & Co. $JPM Shares Acquired by TFR Capital LLC.

TFR Capital LLC. lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 14.1% in the second quarter, Holdings Channel reports. The firm owned 14,795 shares of the financial services provider’s stock after purchasing an additional 1,830 shares during the period. JPMorgan Chase & Co. makes up about 1.4% of TFR Capital LLC.’s investment portfolio, making the stock its 18th biggest position. TFR Capital LLC.’s holdings in JPMorgan Chase & Co. were worth $4,843,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Fidelis Capital Partners LLC raised its holdings in shares of JPMorgan Chase & Co. by 7.9% during the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after buying an additional 5,101 shares during the period. First National Bank of Mount Dora Trust Investment Services grew its position in JPMorgan Chase & Co. by 18.7% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock valued at $12,125,000 after acquiring an additional 6,492 shares in the last quarter. Brighton Jones LLC raised its stake in shares of JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after purchasing an additional 4,841 shares during the period. FAS Wealth Partners Inc. lifted its position in shares of JPMorgan Chase & Co. by 4.3% during the first quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock worth $12,804,000 after purchasing an additional 1,794 shares in the last quarter. Finally, Central Asset Investments & Management Holdings HK Ltd lifted its position in shares of JPMorgan Chase & Co. by 121.1% during the fourth quarter. Central Asset Investments & Management Holdings HK Ltd now owns 11,892 shares of the financial services provider’s stock worth $3,832,000 after purchasing an additional 6,513 shares in the last quarter. 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: European expansion: JPMorgan is reportedly launching corporate-banking operations in Greece and expanding staffing there by 25%. The move strengthens its European franchise and creates longer-term revenue opportunities, though Greece is small relative to the bank’s overall balance sheet. JPMorgan Gains as Its European Hiring Offensive Reaches Greece
• Positive Sentiment: Asset-management inflows: J.P. Morgan Asset Management closed its inaugural U.S. net-lease real-estate fund with $1.1 billion in commitments, highlighting demand for income-focused products and supporting fee-generating growth. J.P. Morgan Asset Management Closes Inaugural U.S. Net Lease Fund
• Positive Sentiment: Rate resilience: Analysts continue to identify JPM as a relatively defensive bank if interest rates remain elevated, citing its balance sheet, cash generation and capital-return capacity. Investors are also watching the Federal Reserve’s September decision for potential effects on net interest income and trading activity. 3 Stocks to Buy and Hold for Higher Interest Rates
• Positive Sentiment: India trading ban lifted: Indian authorities allowed JPMorgan-linked entities to resume trading after a payment tied to alleged unlawful gains. The move removes an immediate operating restriction, although the underlying investigation continues. India Lifts Ban on JPMorgan Unit
• Neutral Sentiment: JPMorgan’s institute reported that U.S. companies continue paying substantially higher tariffs, providing economic data but no direct change to the bank’s earnings outlook. No Industry Is Spared From Costly U.S. Tariff Regime
• Negative Sentiment: Regulatory and political risks: JPMorgan’s chief executive is expected to meet U.K. officials amid concerns about a possible bank windfall tax. Separately, India is intensifying scrutiny of global firms, including JPMorgan, over alleged market misconduct—risks that could increase compliance costs or constrain operations. JP Morgan Boss to Meet Healey
• Negative Sentiment: JPMorgan’s $44 billion JEPI ETF faces new competition from Principal’s recently launched equity-income ETF, creating a potential long-term threat to asset flows and fee growth, though the near-term impact appears limited. Principal Launches an Equity Premium Income ETF

JPMorgan Chase & Co. Stock Up 0.5%

NYSE:JPM opened at $355.17 on Thursday. The firm has a market capitalization of $944.10 billion, a PE ratio of 15.22, a price-to-earnings-growth ratio of 1.45 and a beta of 0.98. The stock has a 50 day moving average of $351.41 and a 200-day moving average of $321.57. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week 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.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping 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 firm’s revenue was up 27.7% on a year-over-year basis. During the same period in the prior year, the business earned $4.96 EPS. Analysts predict that JPMorgan Chase & Co. will post 24.28 EPS for the current year.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on JPM shares. Robert W. Baird lifted their price target on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective for the company in a research report on Wednesday, July 22nd. Truist Financial lifted their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research report on Wednesday, July 15th. The Goldman Sachs Group reiterated a “buy” rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, Wells Fargo & Company increased their price target on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a report on Friday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average target price of $359.96.

Insider Activity

In other JPMorgan Chase & Co. 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 completion of the transaction, the insider directly owned 73,547 shares of the company’s stock, valued at $26,580,621.27. The trade was a 3.29% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the firm’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 completion of the sale, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. 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. Company Profile

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.

The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.