JPMorgan Chase & Co. $JPM is Whittier Trust Co.’s 9th Largest Position

Whittier Trust Co. lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.8% during the 2nd quarter, HoldingsChannel reports. The firm owned 676,814 shares of the financial services provider’s stock after acquiring an additional 5,174 shares during the period. JPMorgan Chase & Co. accounts for about 2.2% of Whittier Trust Co.’s investment portfolio, making the stock its 9th biggest holding. Whittier Trust Co.’s holdings in JPMorgan Chase & Co. were worth $228,574,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in JPM. Norges Bank bought a new position in JPMorgan Chase & Co. in the fourth quarter worth $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 valued at $19,314,681,000 after buying an additional 8,941,351 shares in the last quarter. Cardano Risk Management B.V. grew its position in shares of JPMorgan Chase & Co. by 889.3% in the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock worth $2,794,785,000 after buying an additional 7,796,814 shares during the period. Ascentis Wealth Management LLC grew its position in shares of JPMorgan Chase & Co. by 32,672.0% in the 2nd quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock worth $1,521,126,000 after buying an additional 4,632,891 shares during the period. Finally, American Assets Investment Management LLC increased its stake in shares of JPMorgan Chase & Co. by 1,172.2% in the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock worth $728,024,000 after acquiring an additional 2,081,800 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the transaction, the insider directly owned 73,547 shares in the company, valued at $26,580,621.27. This trade 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. 0.41% of the stock is owned by company insiders.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Improving credit quality supports the outlook. JPMorgan’s card-credit trends are stabilizing, and a lower 2026 loss outlook suggests credit costs may have peaked, although interest rates remain a risk. JPMorgan’s Card Credit Trends Improve
• Positive Sentiment: Analyst support and favorable bank rotation are helping JPM. Zacks included JPMorgan among stocks to buy as rates, oil and artificial intelligence reshape market leadership. Separately, lower Treasury yields and strength across banks have helped JPMorgan outperform during the technology-sector selloff. NVIDIA, JPM & 2 More Stocks to Buy
• Positive Sentiment: JPMorgan is expanding its technology investment-banking capabilities. The bank is hiring Citigroup’s Dan McDow to lead its East Coast technology investment-banking business, potentially strengthening its position in AI and technology-related deal activity. JPMorgan Hiring Citigroup’s McDow
• Neutral Sentiment: Layoffs create both an efficiency opportunity and a confidence concern. Reports say JPMorgan is experiencing its highest level of layoffs in more than a decade. Lower costs could improve profitability, but the scale of reductions may signal caution about growth and staffing needs. As Layoffs Keep Coming at JPMorgan
• Negative Sentiment: Litigation and macroeconomic concerns remain overhangs. JPMorgan is defending shareholder lawsuits tied to multibillion-dollar buyout deals, while the bank criticized a proposed $4 billion Treasury bond buyback as an ineffective approach to managing U.S. debt. These issues are not currently disrupting operations but could add reputational or regulatory risk. JPMorgan and Morgan Stanley Sued

Analyst Ratings Changes

Several equities research analysts recently commented on JPM shares. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Barclays boosted their price target on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 15th. Royal Bank Of Canada upped their price target on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 15th. Finally, Jefferies Financial Group set a $350.00 price objective on JPMorgan Chase & Co. in a research note on Tuesday, July 14th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average target price of $359.96.

JPMorgan Chase & Co. Stock Up 0.1%

NYSE:JPM opened at $356.84 on Wednesday. The firm has a market cap of $948.55 billion, a P/E ratio of 15.29, a P/E/G ratio of 1.47 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50. The firm has a 50-day simple moving average of $345.74 and a two-hundred day simple moving average of $318.00.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The business’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same period in the previous year, the company earned $4.96 earnings per share. Analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share 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.