Natixis Advisors LLC Sells 52,055 Shares of JPMorgan Chase & Co. $JPM

Natixis Advisors LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,285,288 shares of the financial services provider’s stock after selling 52,055 shares during the period. JPMorgan Chase & Co. accounts for 1.0% of Natixis Advisors LLC’s investment portfolio, making the stock its 13th biggest holding. Natixis Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $720,848,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Mizuho Securities Co. Ltd. increased its position in JPMorgan Chase & Co. by 450.0% in the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at $32,000. Family Legacy Financial Solutions LLC lifted its position in shares of 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 position in shares of JPMorgan Chase & Co. during the 3rd quarter worth $60,000. Finally, Clarity Asset Management Inc. grew its stake in shares of 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 worth $63,000 after acquiring an additional 101 shares during the period. Institutional investors own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on JPM. Daiwa Securities Group boosted their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Robert W. Baird increased their target price on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a research report on Wednesday, March 4th. Truist Financial reduced their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Finally, TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $340.00.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $287.39 on Thursday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The stock’s 50-day simple moving average is $308.36 and its 200 day simple moving average is $308.56. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The stock has a market capitalization of $775.11 billion, a price-to-earnings ratio of 14.36, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06.

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 for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the business posted $4.81 earnings per share. The company’s revenue was up 7.1% on a year-over-year basis. Research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Analyst upgrade to Strong Buy (Zacks) highlights improved earnings outlook and could attract buyer interest. Read More.
• Positive Sentiment: Ongoing capital returns (dividend hikes, buyback program) remain a structural support for the share price and investor sentiment. Read More.
• Positive Sentiment: Business development in payments/AI: a new pact with Mirakl expands JPMorgan Payments’ product set in agentic/AI commerce, supporting fee growth in payments. Read More.
• Neutral Sentiment: JPMorgan analysts upgraded Oracle (ORCL) — shows active analyst flow but is primarily about ORCL rather than JPM’s fundamentals. Read More.
• Neutral Sentiment: JPMorgan’s internal market calls (warning of a possible S&P 500 correction) increase caution among investors but are a macro outlook rather than a firm‑specific loss. Read More.
• Negative Sentiment: Reports that JPMorgan has marked down software‑loan collateral and is curbing lending to private‑credit groups are the main near‑term negative catalyst — this raises concerns about asset‑management revenue, potential forced redemptions across private‑credit funds, and broader sector stress. Read More.
• Negative Sentiment: Multiple outlets (CNBC, MarketWatch, TipRanks) report JPM is tightening borrowing capacity for private‑credit firms after the markdowns — that amplification of redemption and liquidity pressure is weighing on the stock today. Read More.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the transaction, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,596 shares of company stock worth $22,067,932 in the last ninety days. Insiders own 0.47% of the company’s stock.

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.