2,278 Shares in JPMorgan Chase & Co. $JPM Acquired by Foresight Global Investors Inc.

Foresight Global Investors Inc. bought a new position in JPMorgan Chase & Co. (NYSE:JPM) in the 3rd quarter, HoldingsChannel.com reports. The fund bought 2,278 shares of the financial services provider’s stock, valued at approximately $719,000. JPMorgan Chase & Co. makes up approximately 0.4% of Foresight Global Investors Inc.’s investment portfolio, making the stock its 12th largest position.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Mountain Hill Investment Partners Corp. purchased a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC boosted its stake in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares in the last quarter. Mizuho Securities Co. Ltd. grew its holdings in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the last quarter. Collier Financial bought a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at $60,000. Finally, Clarity Asset Management Inc. raised its position in JPMorgan Chase & Co. by 87.1% in the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after purchasing an additional 101 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s capital-return program remains a tailwind: dividend increases and a $50 billion buyback support shareholder returns and can underpin the share price. JPMorgan’s Robust Capital Return Story: What’s Fueling It?
• Positive Sentiment: JPMorgan is expanding payments and AI-enabled commerce capabilities via a pact with Mirakl (agentic/AI-driven commerce), which could help grow payments revenue and product differentiation over time. JPMorgan Payments and Mirakl Form Agentic Commerce Pact
• Positive Sentiment: Some market commentators see regional bank weakness as a buying opportunity for major banks; if sector multiples re-rate higher, JPM would likely benefit given its scale. Bank Stocks Have Gotten Hit Hard. It’s Time to Think About Buying.
• Neutral Sentiment: J.P. Morgan Asset Management announced cash distributions for several JPMorgan ETFs on the TSX — routine for AM business but not material to JPM’s bank operating results. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: Short interest in JPM rose ~15.5% in February to ~23.0M shares (about 0.9% of float), signaling increased bearish positioning — a rising short base can amplify downside if sentiment deteriorates.
• Negative Sentiment: An analyst downgrade/critique flags JPM is trading near ~2.2x P/B with “concerning price action,” raising valuation and momentum risk for the stock in the near term. JPMorgan Chase: Stretched Near 2.2x P/B, Concerning Price Action (Downgrade)
• Negative Sentiment: A federal judge allowed JPMorgan employees to pursue part of a lawsuit alleging mismanagement of health/prescription benefits, creating potential legal and reputational risk (uncertain financial impact). JPMorgan Chase employees may sue over high drug costs and premiums, judge rules
• Negative Sentiment: JPMorgan’s research and trading desks have warned of meaningful market downside (scenario of a ~10% S&P drop if Iran tensions push oil >$100), which raises macro risk for bank trading revenue and loan growth. JPMorgan Predicts S&P 500 Could Tumble 10% as Iran Conflict Drives Oil Beyond $100

Insider Buying and Selling

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the transaction, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. The trade was a 31.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Robin Leopold sold 432 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the transaction, the insider directly owned 65,353 shares of the company’s stock, valued at $20,072,520.42. The trade was a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 71,596 shares of company stock valued at $22,067,932 over the last ninety days. Corporate insiders own 0.47% of the company’s stock.

Wall Street Analyst Weigh In

JPM has been the subject of several recent research reports. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research note on Thursday, February 5th. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Wells Fargo & Company lowered their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. Finally, Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $340.00.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $288.78 on Wednesday. The firm has a market cap of $778.85 billion, a PE ratio of 14.43, a price-to-earnings-growth ratio of 1.20 and a beta of 1.06. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The company’s fifty day simple moving average is $309.06 and its two-hundred day simple moving average is $308.71.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion for 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 company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $4.81 earnings per share. As a group, equities analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

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.