JPMorgan Chase & Co. $JPM Shares Sold by Rathbones Group PLC

Rathbones Group PLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,763,395 shares of the financial services provider’s stock after selling 9,680 shares during the period. JPMorgan Chase & Co. comprises 3.5% of Rathbones Group PLC’s portfolio, making the stock its 6th largest holding. Rathbones Group PLC owned 0.10% of JPMorgan Chase & Co. worth $871,658,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in JPM. Vinva Investment Management Ltd raised its holdings in JPMorgan Chase & Co. by 24.7% during the third quarter. Vinva Investment Management Ltd now owns 209,217 shares of the financial services provider’s stock worth $66,048,000 after purchasing an additional 41,397 shares in the last quarter. Heritage Wealth Advisors boosted its holdings in JPMorgan Chase & Co. by 1,227.3% in the 3rd quarter. Heritage Wealth Advisors now owns 144,056 shares of the financial services provider’s stock valued at $45,439,000 after purchasing an additional 133,203 shares in the last quarter. Parallel Advisors LLC boosted its holdings in JPMorgan Chase & Co. by 0.9% in the 3rd quarter. Parallel Advisors LLC now owns 133,706 shares of the financial services provider’s stock valued at $42,175,000 after purchasing an additional 1,241 shares in the last quarter. Barden Capital Management Inc. acquired a new position in JPMorgan Chase & Co. during the 3rd quarter worth approximately $1,846,000. Finally, Riggs Asset Managment Co. Inc. increased its position in JPMorgan Chase & Co. by 13.6% during the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 1,851 shares of the financial services provider’s stock worth $584,000 after purchasing an additional 222 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Roundup

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.

Wall Street Analysts Forecast Growth

JPM has been the subject of several recent analyst reports. CICC Research began coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target for the company. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Finally, Daiwa Securities Group upped their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average target price of $340.00.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 432 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the transaction, the insider owned 65,353 shares of the company’s stock, valued at $20,072,520.42. The trade was a 0.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of the business’s 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 completion of the sale, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 71,596 shares of company stock valued at $22,067,932. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

JPM opened at $287.39 on Thursday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The stock has a market cap of $775.11 billion, a P/E ratio of 14.36, a P/E/G ratio of 1.19 and a beta of 1.06. 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 current ratio of 0.85 and a quick ratio of 0.85.

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

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.