Krilogy Financial LLC Increases Stock Position in JPMorgan Chase & Co. $JPM

Krilogy Financial LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.1% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 25,202 shares of the financial services provider’s stock after acquiring an additional 1,455 shares during the quarter. Krilogy Financial LLC’s holdings in JPMorgan Chase & Co. were worth $8,249,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in JPM. Morgan Stanley grew its stake 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 valued at $21,390,662,000 after purchasing an additional 939,421 shares during the period. Bank of America Corp DE lifted its holdings in JPMorgan Chase & Co. by 15.8% during 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 bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth approximately $11,396,496,000. Bank of New York Mellon Corp increased its stake 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 worth $7,547,837,000 after purchasing an additional 1,194,583 shares in the last quarter. Finally, Legal & General Group Plc raised its position in shares of JPMorgan Chase & Co. by 0.6% during the 4th 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 period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

JPM has been the subject of several recent analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $418.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Truist Financial boosted their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research report on Wednesday, July 15th. UBS Group upped their target price on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a “buy” rating in a research note on Monday, August 3rd. Robert W. Baird increased their price target on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a report on Wednesday, July 15th. Finally, Jefferies Financial Group set a $350.00 price objective on JPMorgan Chase & Co. in a report on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $359.96.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $356.33 on Tuesday. 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 company has a market capitalization of $947.21 billion, a P/E ratio of 15.27, a P/E/G ratio of 1.45 and a beta of 0.99. The company’s 50-day simple moving average is $345.23 and its two-hundred day simple moving average is $317.72. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping analysts’ consensus estimates 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 net margin of 21.86% and a return on equity of 18.23%. The company’s quarterly revenue was up 27.7% compared to the same quarter last year. During the same period last year, the company posted $4.96 earnings per share. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 24.28 EPS for the current year.

Insider Buying and Selling

In related news, insider Robin Leopold sold 2,500 shares of the 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 transaction, the insider directly owned 73,547 shares of the company’s stock, valued at $26,580,621.27. This represents a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. 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 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 sale, 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 position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Improving credit trends support JPMorgan’s outlook. Card-credit performance is stabilizing, and a lower 2026 loss outlook suggests consumer-credit deterioration may have peaked. Elevated interest rates remain a risk, but the trend could reduce pressure on provisions and earnings. JPMorgan’s Card Credit Trends Improve: Are Losses Past Their Peak?
• Positive Sentiment: Trading strength and falling bond yields are providing a near-term lift. Robust market activity can benefit JPMorgan’s trading and investment-banking businesses, while lower Treasury yields may support fixed-income activity and ease some funding concerns. JPMorgan Jumps as Banks Power the Dow Higher
• Positive Sentiment: Strong recent fundamentals remain an important backdrop. JPMorgan’s latest reported quarter exceeded consensus estimates for both EPS and revenue, with revenue rising sharply year over year and return on equity reaching 18.23%.
• Neutral Sentiment: JPMorgan’s market warning is primarily a broader risk signal. Strategists see a split in the artificial-intelligence trade resembling the period before the dot-com crash and warn of a possible autumn sell-off. This could increase market volatility, although it does not directly weaken JPMorgan’s operating results. JPMorgan sends stark warning on AI stocks, cites dotcom worries
• Negative Sentiment: Shareholder lawsuits over multibillion-dollar buyout deals create legal and reputational risk. JPMorgan and Morgan Stanley are defending claims concerning their roles in private-equity transactions. The financial impact is uncertain, but litigation could lead to costs or regulatory scrutiny. Market Chatter: JPMorgan, Morgan Stanley Sued Over Role in Multibillion-Dollar Buyout Deals
• Negative Sentiment: An India-related regulatory dispute adds another compliance overhang. A JPMorgan unit reportedly plans to argue that any breach was technical, but the matter could still produce legal costs or damage the bank’s regulatory reputation. JPMorgan Unit to Argue Any India Regulatory Breach Was Technical

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.