Private Advisory Group LLC Increases Position in JPMorgan Chase & Co. $JPM

Private Advisory Group LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.0% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 51,177 shares of the financial services provider’s stock after acquiring an additional 5,500 shares during the quarter. Private Advisory Group LLC’s holdings in JPMorgan Chase & Co. were worth $16,752,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JPM. Arkansas Financial Group Inc. boosted its holdings in shares of JPMorgan Chase & Co. by 1.1% during the second quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider’s stock worth $873,000 after purchasing an additional 30 shares during the last quarter. Flynn Zito Capital Management LLC increased its stake in JPMorgan Chase & Co. by 1.1% in the second quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider’s stock valued at $926,000 after purchasing an additional 30 shares during the last quarter. Wedgewood Investors Inc. PA increased its stake in JPMorgan Chase & Co. by 1.5% in the second quarter. Wedgewood Investors Inc. PA now owns 2,059 shares of the financial services provider’s stock valued at $674,000 after purchasing an additional 30 shares during the last quarter. WealthBridge Capital Management LLC lifted its position in JPMorgan Chase & Co. by 0.3% during the second quarter. WealthBridge Capital Management LLC now owns 10,503 shares of the financial services provider’s stock worth $3,438,000 after buying an additional 31 shares during the period. Finally, LightSquare Wealth Management LLC lifted its position in JPMorgan Chase & Co. by 1.1% during the second quarter. LightSquare Wealth Management LLC now owns 2,952 shares of the financial services provider’s stock worth $966,000 after buying an additional 31 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $353.38 on Friday. The business’s fifty day moving average price is $351.80 and its 200 day moving average price is $321.87. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month 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 market capitalization of $939.34 billion, a P/E ratio of 15.14, a PEG ratio of 1.46 and a beta of 0.98.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping the consensus estimate of $5.59 by $0.55. The company had revenue of $58.02 billion during the quarter, compared to analyst estimates 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 was up 27.7% on a year-over-year basis. During the same period in the prior year, the firm posted $4.96 earnings per share. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 24.29 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft raised JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price target on the stock in a research note on Wednesday, July 22nd. Weiss Ratings upgraded shares of JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a report on Wednesday, September 2nd. Robert W. Baird raised 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 report on Wednesday, July 15th. Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Keefe, Bruyette & Woods boosted their target price on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan’s strong earnings and capital-return profile remain key supports. Recent coverage highlighted approximately $16.9 billion in quarterly profit and noted that dividends consume only a portion of earnings, suggesting substantial capacity for reinvestment, buybacks and future distributions. JPMorgan Earnings and Dividend Coverage
• Positive Sentiment: The bank is expanding its European corporate-banking footprint, including a reported 25% staffing increase and a launch in Greece. The initiatives could broaden fee revenue and deepen relationships with multinational clients, although the financial impact is expected to build gradually. JPMorgan European Hiring Expansion
• Positive Sentiment: Analyst and market commentary continues to identify JPMorgan as a relatively attractive, well-capitalized bank with exposure to higher interest rates, investment banking and asset management. Its roughly $1 trillion market-cap milestone reinforces its scale and leadership, though valuation expectations are increasingly tied to CEO Jamie Dimon’s continued execution. JPMorgan $1 Trillion Bank Commentary
• Neutral Sentiment: Insider Robin Leopold sold 2,500 shares for approximately $882,000 under a pre-arranged Rule 10b5-1 plan. The sale reduced her direct holdings by 3.4%, but its planned nature makes it a limited signal about management’s outlook. JPMorgan Insider Transaction
• Negative Sentiment: JPMorgan is among the financial institutions facing heightened scrutiny in India over alleged market manipulation involving affiliated entities. Although trading restrictions were eased after funds deposited alleged gains, investigations and compliance concerns remain an overhang. India Lifts Ban on JPMorgan Unit
• Negative Sentiment: The bank’s decision to contest pressure from the Trump administration could preserve independence but also creates potential litigation, regulatory and political costs. Investors may apply a modest risk discount until the disputes are resolved. JPMorgan and Capital One Political Disputes

Insider Transactions at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This represents a 11.78% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $352.81, for a total transaction of $882,025.00. Following the completion of the transaction, the insider owned 71,047 shares in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 10,467 shares of company stock valued at $3,593,651 in the last quarter. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Profile

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.

The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.