JPMorgan Chase & Co. $JPM Shares Sold by F m Investments LLC

F m Investments LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 2.5% in the third quarter, HoldingsChannel.com reports. The firm owned 109,979 shares of the financial services provider’s stock after selling 2,794 shares during the quarter. JPMorgan Chase & Co. accounts for 1.3% of F m Investments LLC’s portfolio, making the stock its 12th largest position. F m Investments LLC’s holdings in JPMorgan Chase & Co. were worth $34,691,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Brighton Jones LLC boosted its stake in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares in the last quarter. Acorns Advisers LLC grew its holdings in shares of JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares during the period. Ignite Planners LLC increased its stake in JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after purchasing an additional 78 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in JPMorgan Chase & Co. by 0.9% during the second quarter. Schnieders Capital Management LLC. now owns 60,730 shares of the financial services provider’s stock worth $17,606,000 after purchasing an additional 565 shares during the last quarter. Finally, Fullcircle Wealth LLC raised its holdings in JPMorgan Chase & Co. by 0.7% during the second quarter. Fullcircle Wealth LLC now owns 9,383 shares of the financial services provider’s stock worth $2,761,000 after purchasing an additional 65 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Board/IR action: the firm declared dividends on its Series CC preferred shares — a direct cash return to preferred holders and a sign of capital/access to funding. JPMorganChase Declares Preferred Stock Dividends
• Positive Sentiment: Analyst optimism: Zacks moved JPMorgan to a stronger rating, which can support demand from retail and model-driven funds. Zacks Research Upgrade
• Neutral Sentiment: CEO signal: Jamie Dimon warned inflation remains “the skunk at the party,” urging markets to respect macro risks — commentary that can boost caution but also signals management is focused on macro preparedness. ‘Inflation is the skunk at the party’: JPMorgan Chase CEO Jamie Dimon warns markets ignoring risk. How to prepare
• Negative Sentiment: Legal risk: JPMorgan was hit with a proposed class action alleging it facilitated a $328M crypto Ponzi scheme — potential reputational damage, legal costs and reserves if liabilities escalate. JPMorgan Hit With Lawsuit Tied To $328 Million Crypto Ponzi Scheme
• Negative Sentiment: Regulatory/legacy litigation: a renewed EU derivatives‑cartel fight centers on a €/ $380M fine tied to past conduct — another legal/financial overhang to watch. Long-running EU derivatives cartel fight reignites over JPMorgan’s $380 million fine
• Negative Sentiment: Credit & underwriting caution: the bank has restricted lending to some private‑credit firms and marked down software‑exposed loans — signaling rising asset‑quality stress in niche portfolios and potential for future provisioning. JPMorgan restricts private credit lending after markdowns
• Negative Sentiment: Insider selling & positioning: recent data show notable insider sales and mixed institutional flows — that can add downward pressure if sentiment worsens. Quiver Quantitative JPM data & insider activity

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $283.47 on Friday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The stock has a market cap of $764.52 billion, a price-to-earnings ratio of 14.17, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06. The business has a fifty day moving average of $306.73 and a 200-day moving average of $308.30. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

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

Wall Street Analyst Weigh In

Several research firms have weighed in on JPM. Zacks Research raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Tuesday. CICC Research assumed coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price target for the company. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Finally, Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average price target of $340.00.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,596 shares of company stock worth $22,067,932 in the last 90 days. 0.47% of the stock is currently owned by corporate insiders.

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.