Florida Trust Wealth Management Co Has $85.58 Million Position in JPMorgan Chase & Co. $JPM

Florida Trust Wealth Management Co boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 261,453 shares of the financial services provider’s stock after purchasing an additional 3,424 shares during the quarter. JPMorgan Chase & Co. makes up approximately 2.1% of Florida Trust Wealth Management Co’s holdings, making the stock its 8th biggest position. Florida Trust Wealth Management Co’s holdings in JPMorgan Chase & Co. were worth $85,581,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Timmons Wealth Management LLC purchased a new position in shares of JPMorgan Chase & Co. in the 4th quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd bought a new stake in JPMorgan Chase & Co. in the fourth quarter worth about $32,000. MBM Wealth Consultants LLC purchased a new position in shares of JPMorgan Chase & Co. during the first quarter valued at approximately $29,000. Aventus Investment Advisors Inc. purchased a new position in shares of JPMorgan Chase & Co. during the second quarter valued at approximately $33,000. Finally, Osbon Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $35,000. 71.55% of the stock is currently 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 company’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the 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 of the company’s stock, valued at approximately $26,580,621.27. This 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 currently owned by insiders.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $356.84 on Wednesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The stock has a market capitalization of $948.55 billion, a P/E ratio of 15.29, a PEG ratio of 1.47 and a beta of 0.99. The business 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 posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping the consensus estimate of $5.59 by $0.55. The firm had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same period last year, the firm posted $4.96 earnings per share. As a group, analysts predict that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have commented on JPM shares. Robert W. Baird upped their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 15th. Evercore reiterated an “outperform” rating and issued a $360.00 target price on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. Morgan Stanley restated a “positive” rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, July 15th. Finally, Barclays boosted their price target on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus 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: 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

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.