JPMorgan Chase & Co. $JPM Holdings Boosted by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 13.2% in the second quarter, HoldingsChannel.com reports. The fund owned 81,865 shares of the financial services provider’s stock after buying an additional 9,527 shares during the quarter. JPMorgan Chase & Co. accounts for 1.4% of Turtle Creek Wealth Advisors LLC’s portfolio, making the stock its 17th biggest position. Turtle Creek Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $26,799,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently made changes to their positions in JPM. Timmons Wealth Management LLC acquired a new position in JPMorgan Chase & Co. during the 4th quarter valued at approximately $27,000. Caitong International Asset Management Co. Ltd acquired a new stake in JPMorgan Chase & Co. in the fourth quarter worth $32,000. MBM Wealth Consultants LLC acquired a new stake in JPMorgan Chase & Co. in the first quarter worth $29,000. Aventus Investment Advisors Inc. bought a new stake in JPMorgan Chase & Co. in the second quarter valued at $33,000. Finally, Osbon Capital Management LLC bought a new stake in JPMorgan Chase & Co. in the fourth quarter valued at $35,000. 71.55% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. 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 transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The transaction 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 business’s stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the sale, 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 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.

Analysts Set New Price Targets

Several brokerages have recently issued reports on JPM. Robert W. Baird boosted their price target on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a report on Wednesday, July 15th. Evercore reiterated an “outperform” rating and issued a $360.00 price objective on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. 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. Jefferies Financial Group set a $350.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Finally, Bank of America raised their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $359.96.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Improving credit trends support JPMorgan’s outlook. Card-credit performance is stabilizing, and a lower 2026 loss outlook suggests consumer-credit deterioration may have peaked. Elevated interest rates remain a risk, but the trend could reduce pressure on provisions and earnings. JPMorgan’s Card Credit Trends Improve: Are Losses Past Their Peak?
• Positive Sentiment: Trading strength and falling bond yields are providing a near-term lift. Robust market activity can benefit JPMorgan’s trading and investment-banking businesses, while lower Treasury yields may support fixed-income activity and ease some funding concerns. JPMorgan Jumps as Banks Power the Dow Higher
• Positive Sentiment: Strong recent fundamentals remain an important backdrop. JPMorgan’s latest reported quarter exceeded consensus estimates for both EPS and revenue, with revenue rising sharply year over year and return on equity reaching 18.23%.
• Neutral Sentiment: JPMorgan’s market warning is primarily a broader risk signal. Strategists see a split in the artificial-intelligence trade resembling the period before the dot-com crash and warn of a possible autumn sell-off. This could increase market volatility, although it does not directly weaken JPMorgan’s operating results. JPMorgan sends stark warning on AI stocks, cites dotcom worries
• Negative Sentiment: Shareholder lawsuits over multibillion-dollar buyout deals create legal and reputational risk. JPMorgan and Morgan Stanley are defending claims concerning their roles in private-equity transactions. The financial impact is uncertain, but litigation could lead to costs or regulatory scrutiny. Market Chatter: JPMorgan, Morgan Stanley Sued Over Role in Multibillion-Dollar Buyout Deals
• Negative Sentiment: An India-related regulatory dispute adds another compliance overhang. A JPMorgan unit reportedly plans to argue that any breach was technical, but the matter could still produce legal costs or damage the bank’s regulatory reputation. JPMorgan Unit to Argue Any India Regulatory Breach Was Technical

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $356.33 on Tuesday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The firm has a market capitalization of $947.21 billion, a PE ratio of 15.27, a P/E/G ratio of 1.45 and a beta of 0.99. The company’s 50 day simple moving average is $345.23 and its 200 day simple moving average is $317.72. 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. (NYSE:JPM) last released its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.96 earnings per share. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 24.28 EPS 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.