Brown Brothers Harriman & Co. Has $38.10 Million Stock Position in JPMorgan Chase & Co. $JPM

Brown Brothers Harriman & Co. boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 120,795 shares of the financial services provider’s stock after purchasing an additional 4,561 shares during the quarter. Brown Brothers Harriman & Co.’s holdings in JPMorgan Chase & Co. were worth $38,102,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $10,295,209,000. Laurel Wealth Advisors LLC boosted its stake in JPMorgan Chase & Co. by 28,813.7% during the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after acquiring an additional 16,727,530 shares in the last quarter. Viking Global Investors LP boosted its stake in JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after acquiring an additional 1,870,386 shares in the last quarter. KBC Group NV grew its holdings in JPMorgan Chase & Co. by 56.3% in the second quarter. KBC Group NV now owns 2,566,562 shares of the financial services provider’s stock worth $744,072,000 after purchasing an additional 924,915 shares during the period. Finally, Mawer Investment Management Ltd. grew its holdings in JPMorgan Chase & Co. by 187.5% in the second quarter. Mawer Investment Management Ltd. now owns 1,241,969 shares of the financial services provider’s stock worth $360,059,000 after purchasing an additional 809,976 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the transaction, the general counsel owned 61,949 shares in the company, valued at $18,981,173.60. This represents a 5.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 71,596 shares of company stock worth $22,067,932. Company 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 P/E ratio of 14.17, a P/E/G ratio of 1.17 and a beta of 1.06. The company has a 50-day moving average price of $306.73 and a 200-day moving average price of $308.30. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the prior year, the business posted $4.81 EPS. The firm’s revenue was up 7.1% compared to the same quarter last year. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

Wall Street Analyst Weigh In

JPM has been the topic of several research reports. Piper Sandler upped their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $340.00.

Key Headlines Impacting JPMorgan Chase & Co.

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

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.