B. Metzler seel. Sohn & Co. AG grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.8% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 594,295 shares of the financial services provider’s stock after purchasing an additional 10,627 shares during the quarter. JPMorgan Chase & Co. makes up about 1.7% of B. Metzler seel. Sohn & Co. AG’s investment portfolio, making the stock its 16th biggest position. B. Metzler seel. Sohn & Co. AG’s holdings in JPMorgan Chase & Co. were worth $187,458,000 as of its most recent SEC filing.
Several other hedge funds have also made changes to their positions in the business. Mizuho Securities Co. Ltd. lifted its holdings 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 acquiring an additional 90 shares during the period. Mountain Hill Investment Partners Corp. purchased a new stake in JPMorgan Chase & Co. in the third quarter valued at approximately $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 purchasing an additional 50 shares during the last quarter. Collier Financial acquired a new position in JPMorgan Chase & Co. during the third quarter worth approximately $60,000. Finally, Clarity Asset Management Inc. raised its stake in JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after purchasing an additional 101 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.
Trending Headlines about JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: Analyst upgrade to Strong Buy (Zacks) highlights improved earnings outlook and could attract buyer interest. Read More.
- Positive Sentiment: Ongoing capital returns (dividend hikes, buyback program) remain a structural support for the share price and investor sentiment. Read More.
- Positive Sentiment: Business development in payments/AI: a new pact with Mirakl expands JPMorgan Payments’ product set in agentic/AI commerce, supporting fee growth in payments. Read More.
- Neutral Sentiment: JPMorgan analysts upgraded Oracle (ORCL) — shows active analyst flow but is primarily about ORCL rather than JPM’s fundamentals. Read More.
- Neutral Sentiment: JPMorgan’s internal market calls (warning of a possible S&P 500 correction) increase caution among investors but are a macro outlook rather than a firm‑specific loss. Read More.
- Negative Sentiment: Reports that JPMorgan has marked down software‑loan collateral and is curbing lending to private‑credit groups are the main near‑term negative catalyst — this raises concerns about asset‑management revenue, potential forced redemptions across private‑credit funds, and broader sector stress. Read More.
- Negative Sentiment: Multiple outlets (CNBC, MarketWatch, TipRanks) report JPM is tightening borrowing capacity for private‑credit firms after the markdowns — that amplification of redemption and liquidity pressure is weighing on the stock today. Read More.
JPMorgan Chase & Co. Stock Down 0.5%
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping 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 company had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the previous year, the firm posted $4.81 earnings per share. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
Several analysts have recently issued reports on JPM shares. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Truist Financial dropped their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Finally, Piper Sandler raised their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $340.00.
Read Our Latest Stock Report on JPMorgan Chase & Co.
Insider Activity
In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the sale, the general counsel owned 65,353 shares of the company’s stock, valued at $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Robin Leopold sold 432 shares of JPMorgan Chase & Co. 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 sale, the insider owned 65,353 shares in the company, valued at $20,072,520.42. This represents a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,596 shares of company stock worth $22,067,932 in the last ninety days. 0.47% of the stock is currently owned by company insiders.
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.
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