Whittier Trust Co. of Nevada Inc. Has $110.42 Million Stock Position in JPMorgan Chase & Co. $JPM

Whittier Trust Co. of Nevada Inc. trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 325,514 shares of the financial services provider’s stock after selling 2,821 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.1% of Whittier Trust Co. of Nevada Inc.’s investment portfolio, making the stock its 8th biggest position. Whittier Trust Co. of Nevada Inc.’s holdings in JPMorgan Chase & Co. were worth $110,421,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $11,396,496,000. Bank of America Corp DE increased its stake in shares of JPMorgan Chase & Co. by 15.8% during the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after purchasing an additional 8,941,351 shares during the last quarter. Cardano Risk Management B.V. raised its holdings in shares of JPMorgan Chase & Co. by 889.3% in the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock valued at $2,794,785,000 after purchasing an additional 7,796,814 shares during the period. Ascentis Wealth Management LLC raised its holdings in shares of JPMorgan Chase & Co. by 32,672.0% in the 2nd quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock valued at $1,521,126,000 after purchasing an additional 4,632,891 shares during the period. Finally, American Assets Investment Management LLC lifted its stake in JPMorgan Chase & Co. by 1,172.2% in the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock valued at $728,024,000 after purchasing an additional 2,081,800 shares during the last quarter. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. Stock Up 0.1%

JPMorgan Chase & Co. stock opened at $356.84 on Wednesday. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The stock has a market cap of $948.55 billion, a P/E ratio of 15.29, a P/E/G ratio of 1.47 and a beta of 0.99. The company’s 50-day moving average price is $345.74 and its two-hundred day moving average price is $318.00. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM) last posted its 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 company had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.96 earnings per share. As a group, analysts expect that JPMorgan Chase & Co. will post 24.28 EPS for the current year.

Analysts Set New Price Targets

A number of research firms recently commented on JPM. Royal Bank Of Canada lifted their price target on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Robert W. Baird raised their price objective 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. UBS Group lifted their target price on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research note on Monday, August 3rd. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Finally, Wells Fargo & Company increased their price target on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. 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 stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. 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 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 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 completion of the sale, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% 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: Improving credit quality supports the outlook. JPMorgan’s card-credit trends are stabilizing, and a lower 2026 loss outlook suggests credit costs may have peaked, although interest rates remain a risk. JPMorgan’s Card Credit Trends Improve
• Positive Sentiment: Analyst support and favorable bank rotation are helping JPM. Zacks included JPMorgan among stocks to buy as rates, oil and artificial intelligence reshape market leadership. Separately, lower Treasury yields and strength across banks have helped JPMorgan outperform during the technology-sector selloff. NVIDIA, JPM & 2 More Stocks to Buy
• Positive Sentiment: JPMorgan is expanding its technology investment-banking capabilities. The bank is hiring Citigroup’s Dan McDow to lead its East Coast technology investment-banking business, potentially strengthening its position in AI and technology-related deal activity. JPMorgan Hiring Citigroup’s McDow
• Neutral Sentiment: Layoffs create both an efficiency opportunity and a confidence concern. Reports say JPMorgan is experiencing its highest level of layoffs in more than a decade. Lower costs could improve profitability, but the scale of reductions may signal caution about growth and staffing needs. As Layoffs Keep Coming at JPMorgan
• Negative Sentiment: Litigation and macroeconomic concerns remain overhangs. JPMorgan is defending shareholder lawsuits tied to multibillion-dollar buyout deals, while the bank criticized a proposed $4 billion Treasury bond buyback as an ineffective approach to managing U.S. debt. These issues are not currently disrupting operations but could add reputational or regulatory risk. JPMorgan and Morgan Stanley Sued

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.