Korea Investment CORP Cuts Stock Position in JPMorgan Chase & Co. $JPM

Korea Investment CORP trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,828,799 shares of the financial services provider’s stock after selling 147,195 shares during the period. JPMorgan Chase & Co. accounts for 1.2% of Korea Investment CORP’s holdings, making the stock its 11th biggest position. Korea Investment CORP owned about 0.07% of JPMorgan Chase & Co. worth $576,858,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of the business. Codex Capital Asset Management L.L.C. boosted its stake in JPMorgan Chase & Co. by 22.3% during the third quarter. Codex Capital Asset Management L.L.C. now owns 34,250 shares of the financial services provider’s stock worth $10,751,000 after buying an additional 6,250 shares during the last quarter. Ameriflex Group Inc. lifted its holdings in JPMorgan Chase & Co. by 12.2% during the 3rd quarter. Ameriflex Group Inc. now owns 6,306 shares of the financial services provider’s stock worth $1,989,000 after buying an additional 686 shares during the last quarter. Angeles Wealth Management LLC lifted its stake in JPMorgan Chase & Co. by 61.0% during the third quarter. Angeles Wealth Management LLC now owns 28,747 shares of the financial services provider’s stock worth $9,068,000 after purchasing an additional 10,893 shares during the last quarter. Baltimore Washington Financial Advisors Inc. lifted its position in JPMorgan Chase & Co. by 2.3% in the third quarter. Baltimore Washington Financial Advisors Inc. now owns 127,189 shares of the financial services provider’s stock valued at $40,119,000 after acquiring an additional 2,813 shares during the last quarter. Finally, Neo Ivy Capital Management grew its stake in JPMorgan Chase & Co. by 59.8% during the 3rd quarter. Neo Ivy Capital Management now owns 2,648 shares of the financial services provider’s stock worth $835,000 after buying an additional 991 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Analyst upgrade to Strong Buy (Zacks) highlights improved earnings outlook and could attract buyer interest. Read More.
• Positive Sentiment: Ongoing capital returns (dividend hikes, buyback program) remain a structural support for the share price and investor sentiment. Read More.
• Positive Sentiment: Business development in payments/AI: a new pact with Mirakl expands JPMorgan Payments’ product set in agentic/AI commerce, supporting fee growth in payments. Read More.
• Neutral Sentiment: JPMorgan analysts upgraded Oracle (ORCL) — shows active analyst flow but is primarily about ORCL rather than JPM’s fundamentals. Read More.
• Neutral Sentiment: JPMorgan’s internal market calls (warning of a possible S&P 500 correction) increase caution among investors but are a macro outlook rather than a firm‑specific loss. Read More.
• Negative Sentiment: Reports that JPMorgan has marked down software‑loan collateral and is curbing lending to private‑credit groups are the main near‑term negative catalyst — this raises concerns about asset‑management revenue, potential forced redemptions across private‑credit funds, and broader sector stress. Read More.
• Negative Sentiment: Multiple outlets (CNBC, MarketWatch, TipRanks) report JPM is tightening borrowing capacity for private‑credit firms after the markdowns — that amplification of redemption and liquidity pressure is weighing on the stock today. Read More.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the sale, the chief financial officer directly owned 26,696 shares in the company, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the transaction, the insider directly owned 65,353 shares in the company, valued at approximately $20,072,520.42. The trade was a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,596 shares of company stock valued at $22,067,932 over the last ninety days. Insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

JPM has been the subject of several recent analyst reports. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Daiwa Securities Group upped their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Robert W. Baird boosted their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Finally, HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $340.00.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $287.39 on Thursday. The business’s fifty day moving average price is $308.36 and its 200 day moving average price is $308.56. The stock has a market capitalization of $775.11 billion, a P/E ratio of 14.36, a PEG ratio of 1.19 and a beta of 1.06. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s revenue was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.81 earnings per share. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

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.