Stoneridge Investment Partners LLC Has $2.12 Million Holdings in JPMorgan Chase & Co. $JPM

Stoneridge Investment Partners LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 185.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,027 shares of the financial services provider’s stock after purchasing an additional 3,913 shares during the quarter. JPMorgan Chase & Co. accounts for 1.4% of Stoneridge Investment Partners LLC’s holdings, making the stock its 14th largest position. Stoneridge Investment Partners LLC’s holdings in JPMorgan Chase & Co. were worth $2,120,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JPM. Arkansas Financial Group Inc. increased its position in shares of JPMorgan Chase & Co. by 1.1% in the second quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider’s stock worth $873,000 after purchasing an additional 30 shares during the period. Flynn Zito Capital Management LLC lifted its position in JPMorgan Chase & Co. by 1.1% during the second quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider’s stock worth $926,000 after purchasing an additional 30 shares during the period. Wedgewood Investors Inc. PA lifted its position in JPMorgan Chase & Co. by 1.5% during the second quarter. Wedgewood Investors Inc. PA now owns 2,059 shares of the financial services provider’s stock worth $674,000 after purchasing an additional 30 shares during the period. WealthBridge Capital Management LLC grew its stake in JPMorgan Chase & Co. by 0.3% during the second quarter. WealthBridge Capital Management LLC now owns 10,503 shares of the financial services provider’s stock worth $3,438,000 after buying an additional 31 shares in the last quarter. Finally, LightSquare Wealth Management LLC grew its stake in JPMorgan Chase & Co. by 1.1% during the second quarter. LightSquare Wealth Management LLC now owns 2,952 shares of the financial services provider’s stock worth $966,000 after buying an additional 31 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on JPM shares. Weiss Ratings upgraded shares of JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research report on Wednesday, September 2nd. Barclays increased their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 15th. UBS Group lifted their price objective on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a research note on Monday, August 3rd. Jefferies Financial Group set a $350.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Finally, Wells Fargo & Company upped their target price on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.

JPMorgan Chase & Co. Stock Down 0.4%

JPM stock opened at $353.38 on Friday. The stock has a market capitalization of $939.34 billion, a P/E ratio of 15.14, a price-to-earnings-growth ratio of 1.46 and a beta of 0.98. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The firm has a 50-day moving average price of $351.80 and a 200-day moving average price of $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 for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The firm’s revenue was up 27.7% on a year-over-year basis. During the same period in the previous year, the firm posted $4.96 EPS. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 24.29 EPS for the current fiscal year.

Key Stories Impacting JPMorgan Chase & Co.

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 Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $352.81, for a total transaction of $882,025.00. Following the sale, the insider 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This trade represents a 11.78% 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 sold 10,467 shares of company stock worth $3,593,651 in the last 90 days. Company insiders own 0.41% of the company’s stock.

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.