Davidson Capital Management Inc. Invests $3.60 Million in JPMorgan Chase & Co. $JPM

Davidson Capital Management Inc. purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 11,402 shares of the financial services provider’s stock, valued at approximately $3,597,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in JPM. Twin Focus Capital Partners LLC increased its position in JPMorgan Chase & Co. by 4.4% during the third quarter. Twin Focus Capital Partners LLC now owns 4,304 shares of the financial services provider’s stock worth $1,358,000 after acquiring an additional 182 shares during the period. Diversified Portfolios Inc. raised its position in shares of JPMorgan Chase & Co. by 12.1% in the third quarter. Diversified Portfolios Inc. now owns 4,570 shares of the financial services provider’s stock valued at $1,442,000 after buying an additional 493 shares in the last quarter. JT Stratford LLC boosted its stake in shares of JPMorgan Chase & Co. by 11.2% in the third quarter. JT Stratford LLC now owns 24,534 shares of the financial services provider’s stock valued at $7,739,000 after buying an additional 2,462 shares during the period. Cambria Investment Management L.P. grew its position in JPMorgan Chase & Co. by 24.7% during the third quarter. Cambria Investment Management L.P. now owns 15,469 shares of the financial services provider’s stock worth $4,879,000 after buying an additional 3,068 shares in the last quarter. Finally, Laffer Tengler Investments Inc. increased its stake in JPMorgan Chase & Co. by 14.7% during the 3rd quarter. Laffer Tengler Investments Inc. now owns 60,060 shares of the financial services provider’s stock worth $18,945,000 after acquiring an additional 7,704 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the transaction, the chief financial officer directly owned 23,804 shares in the company, valued at approximately $7,294,021.68. This trade represents a 10.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,596 shares of company stock worth $22,067,932 over the last 90 days. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Trading Up 0.2%

Shares of JPMorgan Chase & Co. stock opened at $290.04 on Tuesday. The firm’s 50 day moving average is $309.75 and its 200 day moving average is $308.76. The firm has a market capitalization of $782.24 billion, a PE ratio of 14.49, a price-to-earnings-growth ratio of 1.20 and a beta of 1.06. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter last year, the business posted $4.81 earnings per share. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms have recently issued reports on JPM. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Finally, Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $340.00.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan highlighted renewed momentum in biopharma and expects M&A to pick up in 2026, which could support advisory fees and trading revenue in healthcare. 10 Most Shorted Biotech Stocks to Buy According to Hedge Funds
• Positive Sentiment: JPMorgan is a partner in a $100M multi‑company initiative (with Google and others) to cut superpollutants — positive from an ESG and client‑relationship perspective for investment banking and asset management positioning. Google, JPMorgan, Others Launch $100 Million Initiative To Tackle Superpollutants
• Neutral Sentiment: JPMorgan (and affiliates) filed notice that it ceased to be a substantial holder in IDP Education — a portfolio/positioning update that has limited direct impact on the bank itself. JPMorgan Ceases to Be Substantial Holder in IDP Education
• Neutral Sentiment: JPMorgan research published an energy analysis on Germany’s nuclear policy costs — reinforces the bank’s research franchise (supportive for client advisory and institutional credibility but not an immediate earnings driver). The cost of Germany’s long and painful nuclear regret
• Negative Sentiment: A federal judge ruled employees may pursue claims that JPMorgan mismanaged its health/prescription benefits, alleging overpayment for drugs/premiums — potential litigation exposure, reputational risk and possible plan changes that could carry costs or reserve requirements. JPMorgan Chase employees may sue over high drug costs and premiums, judge rules
• Negative Sentiment: JPMorgan strategists warned the Iran war could drive a ~10% S&P 500 drop — a signal of heightened macro risk that may reduce trading volumes, M&A activity and investment banking fees if volatility persists. JP Morgan forecasts 10% plunge in S&P 500 over Iran war
• Negative Sentiment: Senior JPM executives and strategists (including Jake Manoukian, Mislav Matejka and CEO commentary) cautioned about “too much exuberance,” inflation risks and that markets “might need to get worse before they can get better,” which could damp investor risk appetite and near‑term fee pools. When it comes to the war in Iran don’t go betting on the TACO trade, says top J.P. Morgan investment strategist JPMorgan CEO: “Too Much Exuberance” in Stocks — Should Investors Beware? JPM’s Matejka warns ’things might need to get worse before they can get better’

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.