Mercer Global Advisors Inc. ADV Buys 111,776 Shares of JPMorgan Chase & Co. $JPM

Mercer Global Advisors Inc. ADV boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 19.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 699,543 shares of the financial services provider’s stock after acquiring an additional 111,776 shares during the quarter. Mercer Global Advisors Inc. ADV’s holdings in JPMorgan Chase & Co. were worth $220,657,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of the stock. Mizuho Securities Co. Ltd. boosted its stake in shares of JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the period. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. in the third quarter worth $32,000. Family Legacy Financial Solutions LLC raised its holdings in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after buying an additional 50 shares during the last quarter. Collier Financial bought a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $60,000. Finally, Clarity Asset Management Inc. boosted its position in JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after buying an additional 101 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan hired Yi Zhang from Goldman Sachs as co‑head of its China investment-banking business — a high-profile poach that signals JPM is investing to grow fees and deal flow in Asia, a key long‑term market for IB revenue and cross-border mandates. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Positive Sentiment: Chase announced Q2 2026 5% cash-back categories (Amazon, Whole Foods, Chase Travel), a consumer rewards change that can boost card spend, interchange income and product engagement—a modest near-term revenue tailwind for consumer banking. Chase Freedom® Announces Q2 2026 5% Cash Back Categories
• Positive Sentiment: Analyst coverage remains constructive: brokers maintain a consensus “Moderate Buy” on JPM — supportive for sentiment and a reason some investors may view current weakness as a buying opportunity. JPMorgan Chase & Co. (NYSE:JPM) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: JPMorgan’s research team is active — raising targets on utilities and industrials (examples: PSEG, Carlisle, AEP). This highlights the firm’s brokerage/research strength but has limited direct impact on JPM’s earnings. JPMorgan Increases Price Target on PSEG (PEG)
• Neutral Sentiment: JPMorgan is hosting and participating in investor conferences (J.P. Morgan Industrials Conference). These events support client relationships and deal pipelines over time but are routine. Watsco to Participate in the J.P. Morgan Industrials Conference
• Negative Sentiment: Sector and macro pressure (higher oil prices, private‑credit worries and a broad financial selloff) are weighing on JPM’s stock — the bank is trading below key moving averages and has been pulled down with the rest of the sector, which helps explain today’s decline. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)

JPMorgan Chase & Co. Trading Up 0.9%

NYSE:JPM opened at $286.04 on Tuesday. The company has a 50-day moving average price of $305.77 and a 200-day moving average price of $308.32. The stock has a market cap of $771.45 billion, a price-to-earnings ratio of 14.29, a P/E/G ratio of 1.17 and a beta of 1.06. 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. has a 12 month low of $202.16 and a 12 month high of $337.25.

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

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on JPM shares. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Tuesday, March 10th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, The Goldman Sachs Group upped their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research report on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $340.00.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the transaction, the general counsel owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. The trade was a 5.21% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 71,596 shares of company stock worth $22,067,932. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. 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.