JPMorgan Chase & Co. $JPM Stock Holdings Lifted by New Republic Capital LLC

New Republic Capital LLC increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 19.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 42,950 shares of the financial services provider’s stock after buying an additional 7,101 shares during the period. JPMorgan Chase & Co. comprises approximately 3.2% of New Republic Capital LLC’s holdings, making the stock its 5th largest position. New Republic Capital LLC’s holdings in JPMorgan Chase & Co. were worth $14,059,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Morgan Stanley boosted its stake in shares of JPMorgan Chase & Co. by 1.4% in the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock worth $21,390,662,000 after acquiring an additional 939,421 shares during the period. Bank of America Corp DE grew its position in shares of 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 worth $19,314,681,000 after purchasing an additional 8,941,351 shares in the last quarter. Norges Bank bought a new stake in JPMorgan Chase & Co. during the 4th quarter valued at approximately $11,396,496,000. Bank of New York Mellon Corp raised its stake in JPMorgan Chase & Co. by 5.4% during the 4th 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 period. Finally, Legal & General Group Plc lifted its holdings in JPMorgan Chase & Co. by 0.6% in the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock worth $6,128,484,000 after purchasing an additional 110,586 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

JPM has been the subject of a number of research analyst reports. Wells Fargo & Company increased their price objective on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a report on Friday, August 14th. UBS Group boosted their target price on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a report on Monday, August 3rd. Jefferies Financial Group set a $350.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $418.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, Weiss Ratings downgraded shares of JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a report on Wednesday, August 19th. 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 stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $359.96.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction on 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 in the company, valued at $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 on Tuesday, August 11th. The stock was 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. The trade was a 3.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $354.38 on Wednesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. The business has a 50 day simple moving average of $348.30 and a two-hundred day simple moving average of $319.37. The stock has a market capitalization of $942.01 billion, a PE ratio of 15.18, a P/E/G ratio of 1.46 and a beta of 0.98.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to analysts’ expectations 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 revenue for the quarter was up 27.7% on a year-over-year basis. During the same period in the prior year, the firm earned $4.96 EPS. On average, research analysts predict that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan’s recent rally has been supported by strong net interest income, investment-banking and trading activity, loan and deposit growth, and a resilient balance sheet. JPM Stock Gains 20.6% in 3 Months: Key Factors to Watch Before Buying
• Positive Sentiment: The bank is pairing planned higher capital returns, including a larger share-repurchase authorization, with continued branch expansion and new physical locations. That combination may reinforce the investment case, although bond issuance will add to funding obligations. How Investors May Respond To JPMorgan Chase Bond Issuance, Branch Expansion and Higher Payouts
• Positive Sentiment: JPMorgan continues developing digital-dollar infrastructure, including stablecoin and tokenized-deposit initiatives. Successful adoption could create longer-term payments and transaction-banking opportunities. How 21 Banks Changed the Conversation Around Stablecoins and Tokenized Deposits
• Neutral Sentiment: JPMorgan’s research remains broadly constructive on global equities, arguing that rising bond yields largely reflect stronger economic activity rather than an immediate threat to stocks. This supports market sentiment but is not a direct earnings catalyst for JPM. Why JPM thinks rising bond yields won’t derail the equity rally
• Negative Sentiment: JPMorgan’s trading desk has shifted to a tactically cautious stance on U.S. equities after hawkish Federal Reserve commentary, citing interest-rate uncertainty and the possibility of an AI-stock unwind. The change may weigh on near-term sentiment toward JPM’s market-sensitive businesses. JPMorgan Turns Tactically Cautious Following Warsh’s Hawkish Jackson Hole Speech
• Negative Sentiment: Higher interest rates can benefit JPMorgan’s interest income, but another increase could pressure revolving-credit borrowers and raise consumer-credit risks. Rising yields may also increase funding costs and reduce the value of fixed-income portfolios. JPMorgan Slips as 60% Hike Odds Cut Both Ways

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.