Greenwood Gearhart LLC Buys 2,601 Shares of JPMorgan Chase & Co. $JPM

Greenwood Gearhart LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 73,271 shares of the financial services provider’s stock after purchasing an additional 2,601 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.1% of Greenwood Gearhart LLC’s investment portfolio, making the stock its 23rd biggest position. Greenwood Gearhart LLC’s holdings in JPMorgan Chase & Co. were worth $23,984,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Timmons Wealth Management LLC bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter worth about $27,000. Caitong International Asset Management Co. Ltd bought a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $32,000. MBM Wealth Consultants LLC bought a new position in JPMorgan Chase & Co. in the 1st quarter valued at about $29,000. Aventus Investment Advisors Inc. bought a new position in JPMorgan Chase & Co. in the 2nd quarter valued at about $33,000. Finally, Osbon Capital Management LLC acquired a new stake in JPMorgan Chase & Co. during the fourth quarter worth approximately $35,000. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. Trading Up 0.1%

Shares of JPM stock opened at $351.74 on Friday. The stock has a market cap of $934.99 billion, a P/E ratio of 15.07, a price-to-earnings-growth ratio of 1.45 and a beta of 0.99. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock has a 50 day simple moving average of $344.49 and a 200 day simple moving average of $317.36.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating the consensus estimate of $5.59 by $0.55. The firm had revenue of $58.02 billion during 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 company’s quarterly revenue was up 27.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.96 EPS. On average, research analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on JPM shares. Citigroup boosted their price objective on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a report on Monday, July 20th. UBS Group increased their target price on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research note on Monday, August 3rd. Jefferies Financial Group set a $350.00 price target on JPMorgan Chase & Co. in a report on Tuesday, July 14th. Robert W. Baird boosted their price target on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research note on Wednesday, July 15th. Finally, Keefe, Bruyette & Woods upped their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $359.96.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s second-quarter Markets revenue increased 35%, supported by particularly strong equities activity. The performance highlights continued trading momentum and supports the bank’s earnings outlook, although comparisons may become more difficult as market activity normalizes. JPMorgan’s Q2 Trading Revenues Surge 35%: Can the Momentum Continue?
• Positive Sentiment: JPMorgan reportedly raised its 2026 net interest income outlook to $105.5 billion, with loan and deposit growth expected to offset some pressure from interest rates. Higher expenses could limit the benefit, but the revised forecast remains supportive of earnings. JPMorgan Raises 2026 NII Outlook: What Does It Mean for Earnings?
• Neutral Sentiment: Former JPMorgan Chief Operating Officer Matt Zames is joining the Social Security Administration as an unpaid adviser on modernization. The appointment increases the public profile of a former executive but is not expected to have a direct financial effect on JPMorgan. Trump admin taps former JPMorgan Chase exec Matt Zames to advise Social Security agency
• Negative Sentiment: India’s securities regulator barred a JPMorgan entity from the country’s securities market over alleged stock-market manipulation linked to sharp Sensex movements. The matter creates regulatory, reputational and potentially legal risks, although the reports concern allegations rather than a final determination of wrongdoing. India Bars JPMorgan Unit for Alleged Market Manipulation
• Negative Sentiment: JPMorgan filed six layoff notices affecting nearly 800 employees across several states, the bank’s largest reported level of layoffs since 2015. While the reductions could lower costs, the scale may raise concerns about operating conditions and workforce demand. Layoffs at JPMorgan Hit Highest Level Since 2015
• Negative Sentiment: JPMorgan strategists warned that expanded Treasury bond buybacks could ultimately push long-term yields higher if they fail to address the underlying U.S. fiscal and debt concerns. Higher yields and bond-market volatility can pressure valuations and increase risk across the banking sector. U.S. bond intervention is like paying your mortgage with your credit card

Insiders Place Their Bets

In related news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the transaction, the insider owned 73,547 shares in the company, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This represents a 11.78% decrease in their position. 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 currently owned by company insiders.

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.