JPMorgan Chase & Co. $JPM Shares Sold by True North Advisors LLC

True North Advisors LLC decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,701 shares of the financial services provider’s stock after selling 1,655 shares during the quarter. True North Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $5,794,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Morgan Stanley boosted its holdings in shares of JPMorgan Chase & Co. by 1.4% during the 4th quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock worth $21,390,662,000 after purchasing an additional 939,421 shares during the last quarter. Bank of America Corp DE grew its position in shares of JPMorgan Chase & Co. by 15.8% in the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock valued at $19,314,681,000 after purchasing an additional 8,941,351 shares in the last quarter. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at approximately $11,396,496,000. Bank of New York Mellon Corp increased its holdings in shares of JPMorgan Chase & Co. by 5.4% in the fourth quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock valued at $7,547,837,000 after purchasing an additional 1,194,583 shares during the last quarter. Finally, Legal & General Group Plc increased its holdings in shares of JPMorgan Chase & Co. by 0.6% in the fourth quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock valued at $6,128,484,000 after purchasing an additional 110,586 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $361.71 on Tuesday. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The company has a market capitalization of $961.49 billion, a P/E ratio of 15.50, a P/E/G ratio of 1.49 and a beta of 0.99. The stock’s fifty day moving average is $341.12 and its two-hundred day moving average is $315.99.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion for 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%.The company’s quarterly revenue was up 27.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.96 EPS. Equities analysts expect that JPMorgan Chase & Co. will post 24.28 EPS for the current year.

Wall Street Analyst Weigh In

JPM has been the topic of a number of recent research reports. Deutsche Bank Aktiengesellschaft raised JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective on the stock in a research note on Wednesday, July 22nd. Morgan Stanley reaffirmed a “positive” rating and issued a $370.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, July 15th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. The Goldman Sachs Group reissued a “buy” rating and set a $418.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Finally, Citigroup boosted their price target on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research report on Monday, July 20th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average 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 opened a two-story flagship on Chicago’s Magnificent Mile that combines everyday Chase banking with J.P. Morgan Private Client services. The bank plans more than 160 new branches and nearly 600 renovations in 2026, supporting deposit gathering, wealth management and cross-selling opportunities. JPMorganChase Opens New Two-Story Magnificent Mile Flagship
• Positive Sentiment: Analyst commentary continues to highlight JPM’s earnings growth and price strength. Wells Fargo said the bank could reach a $1 trillion market capitalization and potentially double that value within seven to eight years, reinforcing the premium investors place on CEO Jamie Dimon’s leadership. Jamie Dimon’s JPMorgan Could Hit $1 Trillion Market Cap
• Positive Sentiment: The bank has launched a program allowing institutional clients to use Bitcoin and Ethereum as collateral for dollar loans. Although substantial haircuts reduce risk, the initiative expands JPMorgan’s digital-asset and lending capabilities.
• Neutral Sentiment: JPMorgan affiliates reduced or exited substantial-holder positions in several Australian companies, including Flight Centre, Lotus Resources and Temple & Webster. These portfolio changes do not appear to materially affect JPM’s operating outlook.
• Neutral Sentiment: JPMorgan ended Polymarket’s banking relationship over regulatory concerns. The move may demonstrate tighter risk controls, but it also highlights compliance exposure in emerging financial markets. JPMorgan Cut Polymarket as Banking Client
• Negative Sentiment: JPMorgan’s warnings that geopolitical tensions, climate risks and possible food inflation could worsen by 2027 point to macroeconomic pressures that could hurt consumer finances, credit quality and investor sentiment.
• Negative Sentiment: Dimon’s lobbying against higher UK bank taxes underscores the risk of increased regulatory and fiscal costs for large financial institutions, although the issue is not specific to JPMorgan’s U.S. operations.

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction dated Monday, June 22nd. The shares were 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 of the company’s stock, valued at $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider owned 73,547 shares of the company’s stock, 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. Over the last 90 days, insiders sold 13,435 shares of company stock worth $4,353,502. 0.41% of the stock is owned by 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.