JPMorgan Chase & Co. $JPM Shares Sold by Wilkinson Global Asset Management LLC

Wilkinson Global Asset Management LLC reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 25.0% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 248,470 shares of the financial services provider’s stock after selling 82,769 shares during the period. JPMorgan Chase & Co. makes up approximately 6.5% of Wilkinson Global Asset Management LLC’s holdings, making the stock its 3rd largest holding. Wilkinson Global Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $81,332,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of JPM. Norges Bank purchased a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $11,396,496,000. Bank of America Corp DE boosted its holdings in shares of JPMorgan Chase & Co. by 15.8% during the 1st 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 during the last quarter. Cardano Risk Management B.V. grew its position in shares of JPMorgan Chase & Co. by 889.3% in the fourth quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock valued at $2,794,785,000 after purchasing an additional 7,796,814 shares in the last quarter. Ascentis Wealth Management LLC grew its position in shares of JPMorgan Chase & Co. by 32,672.0% in the second quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock valued at $1,521,126,000 after purchasing an additional 4,632,891 shares in the last quarter. Finally, American Assets Investment Management LLC grew its position in shares of JPMorgan Chase & Co. by 1,172.2% in the fourth quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock valued at $728,024,000 after purchasing an additional 2,081,800 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan’s strong earnings and capital-return profile remain key supports. Recent coverage highlighted approximately $16.9 billion in quarterly profit and noted that dividends consume only a portion of earnings, suggesting substantial capacity for reinvestment, buybacks and future distributions. JPMorgan Earnings and Dividend Coverage
• Positive Sentiment: The bank is expanding its European corporate-banking footprint, including a reported 25% staffing increase and a launch in Greece. The initiatives could broaden fee revenue and deepen relationships with multinational clients, although the financial impact is expected to build gradually. JPMorgan European Hiring Expansion
• Positive Sentiment: Analyst and market commentary continues to identify JPMorgan as a relatively attractive, well-capitalized bank with exposure to higher interest rates, investment banking and asset management. Its roughly $1 trillion market-cap milestone reinforces its scale and leadership, though valuation expectations are increasingly tied to CEO Jamie Dimon’s continued execution. JPMorgan $1 Trillion Bank Commentary
• Neutral Sentiment: Insider Robin Leopold sold 2,500 shares for approximately $882,000 under a pre-arranged Rule 10b5-1 plan. The sale reduced her direct holdings by 3.4%, but its planned nature makes it a limited signal about management’s outlook. JPMorgan Insider Transaction
• Negative Sentiment: JPMorgan is among the financial institutions facing heightened scrutiny in India over alleged market manipulation involving affiliated entities. Although trading restrictions were eased after funds deposited alleged gains, investigations and compliance concerns remain an overhang. India Lifts Ban on JPMorgan Unit
• Negative Sentiment: The bank’s decision to contest pressure from the Trump administration could preserve independence but also creates potential litigation, regulatory and political costs. Investors may apply a modest risk discount until the disputes are resolved. JPMorgan and Capital One Political Disputes

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total transaction of $882,025.00. Following the completion of the transaction, the insider directly owned 71,047 shares in the company, valued at approximately $25,066,092.07. This represents a 3.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the transaction, the general counsel owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This represents a 11.78% 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. In the last three months, insiders have sold 10,467 shares of company stock valued at $3,593,651. 0.41% of the stock is owned by insiders.

JPMorgan Chase & Co. Stock Down 0.4%

Shares of NYSE JPM opened at $353.38 on Friday. The company has a market capitalization of $939.34 billion, a P/E ratio of 15.14, a P/E/G ratio of 1.46 and a beta of 0.98. 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 50 day simple moving average of $351.80 and a 200-day simple moving average of $321.87. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last released 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 firm 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 firm’s quarterly revenue was up 27.7% on a year-over-year basis. During the same period in the prior year, the firm posted $4.96 earnings per share. On average, equities research analysts predict that JPMorgan Chase & Co. will post 24.29 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on JPM shares. Keefe, Bruyette & Woods lifted their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Citigroup upped their target price on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a report on Monday, July 20th. Truist Financial raised their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research note on Wednesday, July 15th. Weiss Ratings raised JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research note on Wednesday, September 2nd. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $418.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $359.96.

JPMorgan Chase & Co. 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.