Schroder Investment Management Group Sells 90,986 Shares of JPMorgan Chase & Co. $JPM

Schroder Investment Management Group reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,398,130 shares of the financial services provider’s stock after selling 90,986 shares during the period. JPMorgan Chase & Co. makes up 1.6% of Schroder Investment Management Group’s investment portfolio, making the stock its 10th largest holding. Schroder Investment Management Group owned about 0.24% of JPMorgan Chase & Co. worth $2,019,826,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC grew its holdings in shares of JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the last quarter. Acorns Advisers LLC raised its holdings in shares of JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares during the last quarter. Ignite Planners LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after acquiring an additional 78 shares during the last quarter. Schnieders Capital Management LLC. lifted its position in JPMorgan Chase & Co. by 0.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 60,730 shares of the financial services provider’s stock valued at $17,606,000 after acquiring an additional 565 shares in the last quarter. Finally, State of Michigan Retirement System lifted its position in JPMorgan Chase & Co. by 2.7% in the 2nd quarter. State of Michigan Retirement System now owns 925,631 shares of the financial services provider’s stock valued at $268,350,000 after acquiring an additional 24,100 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analysts Set New Price Targets

JPM has been the subject of a number of recent research reports. Piper Sandler boosted their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Zacks Research upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Tuesday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wells Fargo & Company decreased their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Finally, Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $340.00.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $282.57 on Friday. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company’s 50 day moving average price is $307.57 and its two-hundred day moving average price is $308.38. The stock has a market cap of $762.10 billion, a P/E ratio of 14.12, a P/E/G ratio of 1.19 and a beta of 1.06. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the company posted $4.81 earnings per share. On average, equities analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

Insiders Place Their Bets

In other news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This trade represents a 4.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction 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 owned 26,696 shares in the company, valued at $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Zacks upgraded JPM to a “Strong Buy,” boosting short‑term bullishness from some retail/analyst circles. Zacks Upgrade
• Neutral Sentiment: J.P. Morgan Asset Management released its annual College Planning guide — positive PR for the wealth management franchise but unlikely to move the stock materially. College Planning Essentials
• Negative Sentiment: JPMorgan marked down and repriced software-linked loans in private‑credit portfolios and has restricted lending to private‑credit firms — a direct hit to capital deployment and a signal of rising credit stress in the $2T private‑credit market. This is the primary negative catalyst. Reuters: Restricts Private Credit Lending
• Negative Sentiment: Multiple outlets (FT, CNBC, PYMNTS, Zacks) report that the markdowns target software firms because of AI disruption risks — investors worry about valuation, liquidity and potential future losses. Zacks: Markdowns Signal Reality Check
• Negative Sentiment: JPMorgan is facing a proposed class‑action lawsuit alleging the bank facilitated a $328M crypto Ponzi scheme — legal risk and reputational concerns that can pressure shares if exposure or fines grow. Cointelegraph: Crypto Ponzi Lawsuit
• Negative Sentiment: Heavy insider selling and notable institutional rebalancing (reported by Quiver Quantitative) add to sentiment weakness and may amplify intraday selling pressure. Quiver Quant: Insider & Institutional Activity
• Negative Sentiment: Broader market sell‑off (oil surge and geopolitical risks) has led to a bank sector pullback, exacerbating JPM’s decline despite its strong fundamentals and recent earnings beat. Marketwide Sell-Off Coverage

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.