Hibernia Wealth Partners LLC Reduces Stake in JPMorgan Chase & Co. $JPM

Hibernia Wealth Partners LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 48.4% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 2,116 shares of the financial services provider’s stock after selling 1,988 shares during the quarter. JPMorgan Chase & Co. accounts for about 0.4% of Hibernia Wealth Partners LLC’s investment portfolio, making the stock its 22nd biggest holding. Hibernia Wealth Partners LLC’s holdings in JPMorgan Chase & Co. were worth $693,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the company. Timmons Wealth Management LLC bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $27,000. MBM Wealth Consultants LLC bought a new position in shares of JPMorgan Chase & Co. in the 1st quarter worth approximately $29,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth approximately $32,000. Osbon Capital Management LLC purchased a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth approximately $35,000. Finally, Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. during the third quarter valued at approximately $35,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on the stock. Evercore reaffirmed an “outperform” rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. 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. Robert W. Baird lifted their target price on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. Keefe, Bruyette & Woods boosted their price target on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. Finally, Bank of America upped their price target on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $359.96.

JPMorgan Chase & Co. Stock Down 1.3%

JPM opened at $352.76 on Friday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50. The firm’s fifty day moving average is $343.87 and its 200 day moving average is $317.12. The stock has a market cap of $937.70 billion, a price-to-earnings ratio of 15.11, a price-to-earnings-growth ratio of 1.47 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results 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 analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.96 EPS. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.

Insider Transactions at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction that occurred on 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 sale, the general counsel owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This trade represents a 11.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the transaction, the insider directly owned 73,547 shares in the company, valued at approximately $26,580,621.27. This represents a 3.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan raised its 2026 net interest income outlook to approximately $105.5 billion, citing loan and deposit growth that is helping offset pressure from interest-rate movements. Higher NII could support revenue and earnings, although rising expenses may limit the benefit. JPMorgan Raises 2026 NII Outlook
• Positive Sentiment: JPMorgan analysts reiterated an Overweight rating on Broadcom, pointing to strong AI networking demand and a projected AI revenue opportunity exceeding $56 billion. The call highlights the bank’s continued positioning in high-growth technology investment banking and research. Broadcom’s AI Competition Fears Look Overblown
• Neutral Sentiment: A broader bullish outlook for the S&P 500, supported by earnings growth, seasonal trends and AI investment, could provide a favorable market backdrop for JPMorgan, but it does not address the bank-specific regulatory and rate concerns. Reasons the S&P 500 Could Keep Rallying
• Negative Sentiment: India’s securities regulator barred a JPMorgan entity from the country’s securities market over alleged manipulation of the Sensex’s closing price. Regulators cited abrupt index spikes, including a 362-point move in two seconds. The action creates reputational, legal and potential financial risks for JPMorgan. India Bars JPMorgan Unit
• Negative Sentiment: JPMorgan warned that the Treasury’s expanded bond-buyback program could ultimately push long-term yields higher if it fails to address the underlying U.S. fiscal deficit and debt burden. Renewed yield pressure has weighed on bank shares, overwhelming the potential benefit of higher rates to net interest income. JPMorgan Falls as Treasury Rescue Fails to Calm Bonds

About JPMorgan Chase & Co.

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.