FreeGulliver LLC Cuts Stock Position in JPMorgan Chase & Co. $JPM

FreeGulliver LLC lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 23.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 161,904 shares of the financial services provider’s stock after selling 48,775 shares during the period. JPMorgan Chase & Co. makes up approximately 22.8% of FreeGulliver LLC’s holdings, making the stock its biggest position. FreeGulliver LLC’s holdings in JPMorgan Chase & Co. were worth $51,069,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Mizuho Securities Co. Ltd. raised its stake in 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 valued at $32,000 after purchasing an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC grew its stake 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 buying an additional 50 shares during the last quarter. Collier Financial acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $60,000. Finally, Clarity Asset Management Inc. grew its holdings in JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after acquiring an additional 101 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have weighed in on JPM shares. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. The Goldman Sachs Group raised their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research report on Thursday, February 5th. Finally, Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. One 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. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

JPMorgan Chase & Co. News Roundup

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. Trading Up 0.2%

Shares of JPM stock opened at $283.47 on Friday. The company has a market capitalization of $764.52 billion, a PE ratio of 14.17, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06. The firm has a 50 day moving average price of $306.73 and a two-hundred day moving average price of $308.30. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) 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 firm 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 business’s revenue was up 7.1% compared to the same quarter last year. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This represents a 10.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Robin Leopold sold 432 shares of the business’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the sale, the insider directly owned 65,353 shares in the company, valued at approximately $20,072,520.42. This represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 71,596 shares of company stock valued at $22,067,932. Corporate insiders own 0.47% of the company’s stock.

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.