JPMorgan Chase & Co. (NYSE:JPM) Downgraded by Wall Street Zen to Sell

JPMorgan Chase & Co. (NYSE:JPM) was downgraded by equities researchers at Wall Street Zen from a “hold” rating to a “sell” rating in a research note issued to investors on Saturday.

JPM has been the topic of a number of other research reports. Citigroup increased their price target on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a research report on Wednesday, September 24th. Hsbc Global Res upgraded shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a report on Wednesday. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. HSBC reaffirmed a “hold” rating and issued a $245.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday. Finally, The Goldman Sachs Group lifted their price objective on shares of JPMorgan Chase & Co. from $354.00 to $386.00 and gave the company a “buy” rating in a report on Tuesday. Fourteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and a consensus price target of $333.90.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $329.34 on Friday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. The company has a market capitalization of $896.55 billion, a PE ratio of 16.31, a P/E/G ratio of 1.61 and a beta of 1.07. The company has a 50 day moving average price of $315.25 and a 200-day moving average price of $304.26. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.83 by $0.24. The company had revenue of $47.12 billion for the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.JPMorgan Chase & Co.’s revenue was up 8.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.37 earnings per share. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

Insider Activity

In other news, insider Robin Leopold sold 966 shares of the stock in a transaction on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the sale, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.47% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in JPM. Constitution Capital LLC boosted its holdings in JPMorgan Chase & Co. by 0.4% in the fourth quarter. Constitution Capital LLC now owns 39,784 shares of the financial services provider’s stock worth $12,819,000 after acquiring an additional 173 shares in the last quarter. Silverlake Wealth Management LLC raised its position in shares of JPMorgan Chase & Co. by 4.1% in the 4th quarter. Silverlake Wealth Management LLC now owns 4,715 shares of the financial services provider’s stock valued at $1,519,000 after purchasing an additional 187 shares during the last quarter. Keb Asset Management LLC boosted its stake in JPMorgan Chase & Co. by 8.2% in the 4th quarter. Keb Asset Management LLC now owns 3,270 shares of the financial services provider’s stock worth $1,054,000 after purchasing an additional 247 shares in the last quarter. Cultivar Capital Inc. boosted its stake in JPMorgan Chase & Co. by 6.3% in the 4th quarter. Cultivar Capital Inc. now owns 4,074 shares of the financial services provider’s stock worth $1,313,000 after purchasing an additional 242 shares in the last quarter. Finally, Clear Trail Advisors LLC purchased a new stake in JPMorgan Chase & Co. during the 4th quarter worth approximately $17,616,000. 71.55% of the stock is owned by institutional investors and hedge funds.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Large institutional buying: SG Americas disclosed a big 13F build into JPM (~6.2M shares, ~$2.0B), signaling strong hedge‑fund/institutional demand that supports the stock. Fund Update: SG Americas Securities, LLC Just Disclosed New Holdings
• Positive Sentiment: Apple Card deal: Chase will become the new issuer of the Apple Card, adding ~ $20B of balances and expanding its consumer credit franchise — a longer‑term revenue and deposit win. Chase to become new issuer of Apple Card
• Positive Sentiment: Blockchain product expansion: Kinexys by J.P. Morgan will integrate JPM Coin issuance with Digital Asset’s Canton network — a strategic move that extends JPM’s digital‑asset product footprint and fee opportunities. Kinexys by J.P. Morgan to Integrate Deposit Token With Canton Blockchain
• Positive Sentiment: Geographic opportunity: Coverage notes that JPMorgan is well positioned to capture trade‑finance and lending opportunities as U.S. involvement in Venezuela’s oil sector increases — a potential source of new deals/revenues. Focus: Banks eye Venezuela investment, JPMorgan seen with advantage
• Neutral Sentiment: Analyst tone & upgrades: Several brokers have a constructive view (price‑target increases and upgrades to Hold/Buy), which supports medium‑term valuation thesis ahead of the Jan. 13 Q4 print. Watch post‑earnings guidance for impact. Analyst Says JPMorgan Trading At A Discount…
• Neutral Sentiment: Pre‑earnings uncertainty: Multiple previews and estimate revisions are circulating; trading can be choppy until JPM’s Q4 results and disclosures on credit metrics and expenses are released. JPM Q4 Earnings on Deck
• Negative Sentiment: Near‑term cost/reserve impact from Apple Card transition: reports indicate JPM plans a ~$2.2B provision tied to taking over the Apple Card business, which could weigh on Q4 earnings and near‑term EPS. JPM to Take Over Apple Card, Plans to Record a $2.2B Provision in Q4
• Negative Sentiment: Governance/operational moves: JPMorgan has cut ties with proxy advisers and is deploying an AI voting tool — a controversial governance change that could attract scrutiny and cause short‑term investor discomfort. JPMorgan abandons proxy advisers and turns to AI

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.