California Public Employees Retirement System Boosts Holdings in JPMorgan Chase & Co. $JPM

California Public Employees Retirement System increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 19.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 6,615,749 shares of the financial services provider’s stock after buying an additional 1,082,913 shares during the quarter. JPMorgan Chase & Co. comprises approximately 1.2% of California Public Employees Retirement System’s portfolio, making the stock its 12th largest position. California Public Employees Retirement System owned about 0.24% of JPMorgan Chase & Co. worth $2,086,806,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in JPM. Chilton Investment Co. Inc. grew its position in JPMorgan Chase & Co. by 79.4% in the third quarter. Chilton Investment Co. Inc. now owns 40,094 shares of the financial services provider’s stock worth $12,647,000 after acquiring an additional 17,739 shares during the period. Anchor Investment Management LLC raised its position in JPMorgan Chase & Co. by 3.1% in the third quarter. Anchor Investment Management LLC now owns 41,559 shares of the financial services provider’s stock valued at $13,109,000 after purchasing an additional 1,262 shares during the period. Aquatic Capital Management LLC acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $578,000. Arkos Global Advisors lifted its stake in shares of JPMorgan Chase & Co. by 29.4% in the 3rd quarter. Arkos Global Advisors now owns 4,229 shares of the financial services provider’s stock valued at $1,334,000 after purchasing an additional 960 shares during the last quarter. Finally, 44 Wealth Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 60.4% during the 3rd quarter. 44 Wealth Management LLC now owns 17,752 shares of the financial services provider’s stock worth $5,600,000 after purchasing an additional 6,683 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,892 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the transaction, the chief financial officer owned 23,804 shares in the company, valued at approximately $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Robin Leopold sold 432 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 71,596 shares of company stock valued at $22,067,932. Corporate insiders own 0.47% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Board/IR action: the firm declared dividends on its Series CC preferred shares — a direct cash return to preferred holders and a sign of capital/access to funding. JPMorganChase Declares Preferred Stock Dividends
• Positive Sentiment: Analyst optimism: Zacks moved JPMorgan to a stronger rating, which can support demand from retail and model-driven funds. Zacks Research Upgrade
• Neutral Sentiment: CEO signal: Jamie Dimon warned inflation remains “the skunk at the party,” urging markets to respect macro risks — commentary that can boost caution but also signals management is focused on macro preparedness. ‘Inflation is the skunk at the party’: JPMorgan Chase CEO Jamie Dimon warns markets ignoring risk. How to prepare
• Negative Sentiment: Legal risk: JPMorgan was hit with a proposed class action alleging it facilitated a $328M crypto Ponzi scheme — potential reputational damage, legal costs and reserves if liabilities escalate. JPMorgan Hit With Lawsuit Tied To $328 Million Crypto Ponzi Scheme
• Negative Sentiment: Regulatory/legacy litigation: a renewed EU derivatives‑cartel fight centers on a €/ $380M fine tied to past conduct — another legal/financial overhang to watch. Long-running EU derivatives cartel fight reignites over JPMorgan’s $380 million fine
• Negative Sentiment: Credit & underwriting caution: the bank has restricted lending to some private‑credit firms and marked down software‑exposed loans — signaling rising asset‑quality stress in niche portfolios and potential for future provisioning. JPMorgan restricts private credit lending after markdowns
• Negative Sentiment: Insider selling & positioning: recent data show notable insider sales and mixed institutional flows — that can add downward pressure if sentiment worsens. Quiver Quantitative JPM data & insider activity

JPMorgan Chase & Co. Price Performance

JPM opened at $283.47 on Friday. The stock’s 50-day moving average price is $306.73 and its 200 day moving average price is $308.36. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-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. The firm has a market cap of $764.52 billion, a price-to-earnings ratio of 14.17, a PEG ratio of 1.17 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations 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 revenue for the quarter was up 7.1% on a year-over-year basis. During the same period last year, the business posted $4.81 EPS. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on JPM shares. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Piper Sandler lifted their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Finally, The Goldman Sachs Group boosted their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

JPMorgan Chase & Co. 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.