JPMorgan Chase & Co. $JPM Stock Position Lifted by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.7% in the third quarter, HoldingsChannel reports. The fund owned 247,967 shares of the financial services provider’s stock after acquiring an additional 6,518 shares during the period. JPMorgan Chase & Co. makes up approximately 1.2% of Crossmark Global Holdings Inc.’s holdings, making the stock its 10th largest holding. Crossmark Global Holdings Inc.’s holdings in JPMorgan Chase & Co. were worth $78,216,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Creative Planning boosted its holdings in JPMorgan Chase & Co. by 2.2% in the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after buying an additional 29,844 shares during the period. Aviva PLC raised its holdings in JPMorgan Chase & Co. by 6.0% during the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after acquiring an additional 126,742 shares during the period. Triangle Securities Wealth Management lifted its position in shares of JPMorgan Chase & Co. by 14.1% in the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after acquiring an additional 3,191 shares in the last quarter. Andra AP fonden lifted its position in shares of JPMorgan Chase & Co. by 3.2% in the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock valued at $33,972,000 after acquiring an additional 3,300 shares in the last quarter. Finally, Banco Santander S.A. boosted its stake in shares of JPMorgan Chase & Co. by 9.0% in the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after acquiring an additional 37,550 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages recently issued reports on JPM. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $340.00.

Insider Activity at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the transaction, the general counsel directly owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. The trade was a 5.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,596 shares of company stock valued at $22,067,932 over the last quarter. 0.47% of the stock is currently owned by insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan highlighted renewed momentum in biopharma and expects M&A to pick up in 2026, which could support advisory fees and trading revenue in healthcare. 10 Most Shorted Biotech Stocks to Buy According to Hedge Funds
• Positive Sentiment: JPMorgan is a partner in a $100M multi?company initiative (with Google and others) to cut superpollutants — positive from an ESG and client?relationship perspective for investment banking and asset management positioning. Google, JPMorgan, Others Launch $100 Million Initiative To Tackle Superpollutants
• Neutral Sentiment: JPMorgan (and affiliates) filed notice that it ceased to be a substantial holder in IDP Education — a portfolio/positioning update that has limited direct impact on the bank itself. JPMorgan Ceases to Be Substantial Holder in IDP Education
• Neutral Sentiment: JPMorgan research published an energy analysis on Germany’s nuclear policy costs — reinforces the bank’s research franchise (supportive for client advisory and institutional credibility but not an immediate earnings driver). The cost of Germany’s long and painful nuclear regret
• Negative Sentiment: A federal judge ruled employees may pursue claims that JPMorgan mismanaged its health/prescription benefits, alleging overpayment for drugs/premiums — potential litigation exposure, reputational risk and possible plan changes that could carry costs or reserve requirements. JPMorgan Chase employees may sue over high drug costs and premiums, judge rules
• Negative Sentiment: JPMorgan strategists warned the Iran war could drive a ~10% S&P 500 drop — a signal of heightened macro risk that may reduce trading volumes, M&A activity and investment banking fees if volatility persists. JP Morgan forecasts 10% plunge in S&P 500 over Iran war
• Negative Sentiment: Senior JPM executives and strategists (including Jake Manoukian, Mislav Matejka and CEO commentary) cautioned about “too much exuberance,” inflation risks and that markets “might need to get worse before they can get better,” which could damp investor risk appetite and near?term fee pools. When it comes to the war in Iran don’t go betting on the TACO trade, says top J.P. Morgan investment strategist JPMorgan CEO: “Too Much Exuberance” in Stocks — Should Investors Beware? JPM’s Matejka warns ’things might need to get worse before they can get better’

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $290.04 on Tuesday. The stock has a market capitalization of $782.24 billion, a PE ratio of 14.49, a P/E/G ratio of 1.20 and a beta of 1.06. The business has a 50 day simple moving average of $309.75 and a two-hundred day simple moving average of $308.76. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The business had revenue of $45.80 billion for 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%.The company’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm earned $4.81 EPS. On average, research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal 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.