TFR Capital LLC. Raises Holdings in JPMorgan Chase & Co. $JPM

TFR Capital LLC. grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 14.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,795 shares of the financial services provider’s stock after buying an additional 1,830 shares during the quarter. JPMorgan Chase & Co. comprises 1.4% of TFR Capital LLC.’s investment portfolio, making the stock its 18th biggest holding. TFR Capital LLC.’s holdings in JPMorgan Chase & Co. were worth $4,843,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. One Wealth Advisors LLC grew its holdings in JPMorgan Chase & Co. by 2.5% during the second quarter. One Wealth Advisors LLC now owns 8,131 shares of the financial services provider’s stock worth $2,661,000 after acquiring an additional 196 shares during the period. Maridea Wealth Management LLC lifted its holdings in JPMorgan Chase & Co. by 79.5% in the second quarter. Maridea Wealth Management LLC now owns 4,579 shares of the financial services provider’s stock valued at $1,499,000 after acquiring an additional 2,028 shares during the period. Pegasus Asset Management Inc. lifted its holdings in JPMorgan Chase & Co. by 0.4% in the second quarter. Pegasus Asset Management Inc. now owns 34,142 shares of the financial services provider’s stock valued at $11,176,000 after acquiring an additional 144 shares during the period. WPG Advisers LLC boosted its position in shares of JPMorgan Chase & Co. by 36.2% during the 2nd quarter. WPG Advisers LLC now owns 1,329 shares of the financial services provider’s stock worth $435,000 after purchasing an additional 353 shares in the last quarter. Finally, Mitsubishi UFJ Trust & Banking Corp boosted its position in shares of JPMorgan Chase & Co. by 2.6% during the 2nd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 1,376,632 shares of the financial services provider’s stock worth $450,613,000 after purchasing an additional 34,391 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE JPM opened at $355.17 on Thursday. The company has a 50-day simple moving average of $351.41 and a 200-day simple moving average of $321.57. 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 cap of $944.10 billion, a PE ratio of 15.22, a price-to-earnings-growth ratio of 1.45 and a beta of 0.98. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. The business had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.96 earnings per share. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the stock. Robert W. Baird upped their price target on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 15th. Jefferies Financial Group set a $350.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Truist Financial upped their target price on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research report on Wednesday, July 15th. Royal Bank Of Canada lifted their price target on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price target for the company in a research report on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $359.96.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: European expansion: JPMorgan is reportedly launching corporate-banking operations in Greece and expanding staffing there by 25%. The move strengthens its European franchise and creates longer-term revenue opportunities, though Greece is small relative to the bank’s overall balance sheet. JPMorgan Gains as Its European Hiring Offensive Reaches Greece
• Positive Sentiment: Asset-management inflows: J.P. Morgan Asset Management closed its inaugural U.S. net-lease real-estate fund with $1.1 billion in commitments, highlighting demand for income-focused products and supporting fee-generating growth. J.P. Morgan Asset Management Closes Inaugural U.S. Net Lease Fund
• Positive Sentiment: Rate resilience: Analysts continue to identify JPM as a relatively defensive bank if interest rates remain elevated, citing its balance sheet, cash generation and capital-return capacity. Investors are also watching the Federal Reserve’s September decision for potential effects on net interest income and trading activity. 3 Stocks to Buy and Hold for Higher Interest Rates
• Positive Sentiment: India trading ban lifted: Indian authorities allowed JPMorgan-linked entities to resume trading after a payment tied to alleged unlawful gains. The move removes an immediate operating restriction, although the underlying investigation continues. India Lifts Ban on JPMorgan Unit
• Neutral Sentiment: JPMorgan’s institute reported that U.S. companies continue paying substantially higher tariffs, providing economic data but no direct change to the bank’s earnings outlook. No Industry Is Spared From Costly U.S. Tariff Regime
• Negative Sentiment: Regulatory and political risks: JPMorgan’s chief executive is expected to meet U.K. officials amid concerns about a possible bank windfall tax. Separately, India is intensifying scrutiny of global firms, including JPMorgan, over alleged market misconduct—risks that could increase compliance costs or constrain operations. JP Morgan Boss to Meet Healey
• Negative Sentiment: JPMorgan’s $44 billion JEPI ETF faces new competition from Principal’s recently launched equity-income ETF, creating a potential long-term threat to asset flows and fee growth, though the near-term impact appears limited. Principal Launches an Equity Premium Income ETF

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,467 shares of the 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 transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. This represents a 11.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred 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 sale, the insider directly owned 73,547 shares in the company, valued at $26,580,621.27. This represents a 3.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.

The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.