JPMorgan Chase & Co. $JPM Holdings Boosted by KCM Investment Advisors LLC

KCM Investment Advisors LLC boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.3% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 219,025 shares of the financial services provider’s stock after purchasing an additional 18,579 shares during the quarter. JPMorgan Chase & Co. accounts for 2.2% of KCM Investment Advisors LLC’s investment portfolio, making the stock its 7th largest position. KCM Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $69,087,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Kane Investment Management Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth $519,000. Winch Advisory Services LLC boosted its position in shares of JPMorgan Chase & Co. by 1.2% during the 3rd quarter. Winch Advisory Services LLC now owns 24,485 shares of the financial services provider’s stock valued at $7,723,000 after acquiring an additional 293 shares during the last quarter. Alpha Advisors LLC VA boosted its position in shares of JPMorgan Chase & Co. by 1.2% during the 3rd quarter. Alpha Advisors LLC VA now owns 3,082 shares of the financial services provider’s stock valued at $972,000 after acquiring an additional 36 shares during the last quarter. IFG Advisory LLC grew its holdings in shares of JPMorgan Chase & Co. by 25.0% in the third quarter. IFG Advisory LLC now owns 37,408 shares of the financial services provider’s stock valued at $11,799,000 after purchasing an additional 7,484 shares during the period. Finally, Davidson Capital Management Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at about $3,597,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have commented on JPM. Robert W. Baird lifted their target price on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a research note on Wednesday, March 4th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Finally, Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

JPMorgan Chase & Co. Trading Up 0.2%

Shares of JPM stock opened at $290.04 on Tuesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The firm has a market cap of $782.24 billion, a PE ratio of 14.49, a price-to-earnings-growth ratio of 1.20 and a beta of 1.06. The company has a 50-day moving average of $309.75 and a two-hundred day moving average of $308.76. 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 announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period last year, the business earned $4.81 earnings per share. On average, analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. News Summary

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’

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Robin Leopold sold 432 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total value of $132,684.48. Following the transaction, the insider owned 65,353 shares in the company, valued at $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,596 shares of company stock worth $22,067,932 in the last three months. Company insiders own 0.47% of the company’s stock.

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.