Private Advisory Group LLC Raises Position in JPMorgan Chase & Co. $JPM

Private Advisory Group LLC increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 12.0% in the second quarter, Holdings Channel.com reports. The institutional investor owned 51,177 shares of the financial services provider’s stock after purchasing an additional 5,500 shares during the quarter. Private Advisory Group LLC’s holdings in JPMorgan Chase & Co. were worth $16,752,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Fidelis Capital Partners LLC grew its holdings in JPMorgan Chase & Co. by 7.9% during the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after acquiring an additional 5,101 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services raised its stake in shares of JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock valued at $12,125,000 after purchasing an additional 6,492 shares in the last quarter. Brighton Jones LLC lifted its position in shares of JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares during the last quarter. FAS Wealth Partners Inc. lifted its position in shares of JPMorgan Chase & Co. by 4.3% during the first quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock worth $12,804,000 after purchasing an additional 1,794 shares during the last quarter. Finally, Central Asset Investments & Management Holdings HK Ltd grew its stake in JPMorgan Chase & Co. by 121.1% in the fourth quarter. Central Asset Investments & Management Holdings HK Ltd now owns 11,892 shares of the financial services provider’s stock worth $3,832,000 after purchasing an additional 6,513 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on JPM shares. Robert W. Baird boosted their price objective on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a report on Wednesday, July 15th. Weiss Ratings upgraded JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a report on Wednesday, September 2nd. Citigroup upped their price target on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research report on Monday, July 20th. Barclays lifted their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a report on Wednesday, July 15th. Finally, Bank of America increased their target price on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan’s strong earnings and capital-return profile remain key supports. Recent coverage highlighted approximately $16.9 billion in quarterly profit and noted that dividends consume only a portion of earnings, suggesting substantial capacity for reinvestment, buybacks and future distributions. JPMorgan Earnings and Dividend Coverage
• Positive Sentiment: The bank is expanding its European corporate-banking footprint, including a reported 25% staffing increase and a launch in Greece. The initiatives could broaden fee revenue and deepen relationships with multinational clients, although the financial impact is expected to build gradually. JPMorgan European Hiring Expansion
• Positive Sentiment: Analyst and market commentary continues to identify JPMorgan as a relatively attractive, well-capitalized bank with exposure to higher interest rates, investment banking and asset management. Its roughly $1 trillion market-cap milestone reinforces its scale and leadership, though valuation expectations are increasingly tied to CEO Jamie Dimon’s continued execution. JPMorgan $1 Trillion Bank Commentary
• Neutral Sentiment: Insider Robin Leopold sold 2,500 shares for approximately $882,000 under a pre-arranged Rule 10b5-1 plan. The sale reduced her direct holdings by 3.4%, but its planned nature makes it a limited signal about management’s outlook. JPMorgan Insider Transaction
• Negative Sentiment: JPMorgan is among the financial institutions facing heightened scrutiny in India over alleged market manipulation involving affiliated entities. Although trading restrictions were eased after funds deposited alleged gains, investigations and compliance concerns remain an overhang. India Lifts Ban on JPMorgan Unit
• Negative Sentiment: The bank’s decision to contest pressure from the Trump administration could preserve independence but also creates potential litigation, regulatory and political costs. Investors may apply a modest risk discount until the disputes are resolved. JPMorgan and Capital One Political Disputes

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction 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 completion of the transaction, the general counsel owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, 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 stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the completion of the transaction, the insider directly owned 71,047 shares of the company’s stock, valued at approximately $25,066,092.07. The trade was a 3.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 10,467 shares of company stock worth $3,593,651 in the last 90 days. 0.41% of the stock is owned by company insiders.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $353.38 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. The firm has a market capitalization of $939.34 billion, a PE ratio of 15.14, a P/E/G ratio of 1.46 and a beta of 0.98. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. The business’s fifty day moving average price is $351.80 and its two-hundred day moving average price is $321.87.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.59 by $0.55. The company had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.96 earnings per share. On average, research analysts expect that JPMorgan Chase & Co. will post 24.29 EPS for the current year.

About JPMorgan Chase & Co.

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.

The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.