Capital Wealth Planning LLC Sells 33,531 Shares of JPMorgan Chase & Co. $JPM

Capital Wealth Planning LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,371,694 shares of the financial services provider’s stock after selling 33,531 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 5.3% of Capital Wealth Planning LLC’s portfolio, making the stock its 4th largest holding. Capital Wealth Planning LLC owned 0.09% of JPMorgan Chase & Co. worth $748,103,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Mizuho Securities Co. Ltd. increased its stake 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 worth $32,000 after purchasing an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC increased its position in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares in the last quarter. Collier Financial purchased a new position in JPMorgan Chase & Co. during the third quarter worth $60,000. Finally, Clarity Asset Management Inc. raised its holdings in shares of JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after acquiring an additional 101 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Board/IR action: the firm declared dividends on its Series CC preferred shares — a direct cash return to preferred holders and a sign of capital/access to funding. JPMorganChase Declares Preferred Stock Dividends
• Positive Sentiment: Analyst optimism: Zacks moved JPMorgan to a stronger rating, which can support demand from retail and model-driven funds. Zacks Research Upgrade
• Neutral Sentiment: CEO signal: Jamie Dimon warned inflation remains “the skunk at the party,” urging markets to respect macro risks — commentary that can boost caution but also signals management is focused on macro preparedness. ‘Inflation is the skunk at the party’: JPMorgan Chase CEO Jamie Dimon warns markets ignoring risk. How to prepare
• Negative Sentiment: Legal risk: JPMorgan was hit with a proposed class action alleging it facilitated a $328M crypto Ponzi scheme — potential reputational damage, legal costs and reserves if liabilities escalate. JPMorgan Hit With Lawsuit Tied To $328 Million Crypto Ponzi Scheme
• Negative Sentiment: Regulatory/legacy litigation: a renewed EU derivatives‑cartel fight centers on a €/ $380M fine tied to past conduct — another legal/financial overhang to watch. Long-running EU derivatives cartel fight reignites over JPMorgan’s $380 million fine
• Negative Sentiment: Credit & underwriting caution: the bank has restricted lending to some private‑credit firms and marked down software‑exposed loans — signaling rising asset‑quality stress in niche portfolios and potential for future provisioning. JPMorgan restricts private credit lending after markdowns
• Negative Sentiment: Insider selling & positioning: recent data show notable insider sales and mixed institutional flows — that can add downward pressure if sentiment worsens. Quiver Quantitative JPM data & insider activity

Insider Buying and Selling

In related news, insider Robin Leopold sold 432 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the sale, the insider owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. This represents a 0.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 71,596 shares of company stock worth $22,067,932. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Up 0.2%

Shares of NYSE JPM opened at $283.47 on Friday. The stock has a market capitalization of $764.52 billion, a PE ratio of 14.17, a P/E/G ratio of 1.17 and a beta of 1.06. 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 firm has a fifty day moving average of $306.73 and a 200-day moving average of $308.30. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter last year, the firm earned $4.81 earnings per share. The firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. On average, analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

Analyst Ratings Changes

JPM has been the topic of a number of analyst reports. Wells Fargo & Company decreased their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Daiwa Securities Group upped their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $340.00.

About JPMorgan Chase & Co.

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.