Advisory Services Network LLC Has $54.85 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Advisory Services Network LLC lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 173,887 shares of the financial services provider’s stock after selling 2,281 shares during the quarter. JPMorgan Chase & Co. accounts for 0.8% of Advisory Services Network LLC’s holdings, making the stock its 12th biggest position. Advisory Services Network LLC’s holdings in JPMorgan Chase & Co. were worth $54,850,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in JPM. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at about $10,295,209,000. Laurel Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. by 28,813.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after acquiring an additional 16,727,530 shares during the period. Holocene Advisors LP raised its position in shares of JPMorgan Chase & Co. by 1,033.3% in the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock valued at $679,790,000 after purchasing an additional 1,964,958 shares during the period. Viking Global Investors LP lifted its position 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 during the last quarter. Finally, California Public Employees Retirement System grew its position in shares of JPMorgan Chase & Co. by 19.6% in the third quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock valued at $2,086,806,000 after purchasing an additional 1,082,913 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 71,596 shares of company stock valued at $22,067,932. Company insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on JPM. The Goldman Sachs Group raised their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. Daiwa Securities Group lifted their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Truist Financial reduced their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. Royal Bank Of Canada restated an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $340.00.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $286.88 on Wednesday. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm’s fifty day simple moving average is $304.81 and its 200 day simple moving average is $308.22. The stock has a market cap of $773.72 billion, a P/E ratio of 14.34, a price-to-earnings-growth ratio of 1.18 and a beta of 1.06.

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

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Board approved a quarterly common-stock dividend, which supports income-seeking investors and signals confidence in capital levels. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: JPMorgan hired Yi Zhang from Goldman as co-head of China investment banking, strengthening its Asia franchise and deal pipeline in a high-growth region. This is a strategic hire that can boost investment-banking revenue over time. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Positive Sentiment: JPMorgan will consolidate and expand in Boston — adding ~300 jobs and anchoring a major office tower — signaling investment in growth for banking and advisory teams. That supports revenue capacity in commercial and advisory businesses. Treasury Yields Fall Slightly
• Neutral Sentiment: Management set the Q1 2026 earnings release for 14 April (call/webcast), creating a near-term catalyst that could move the stock depending on results and guidance. Investors may be positioning ahead of the print. JPMorganChase to Host First-Quarter 2026 Earnings Call
• Neutral Sentiment: U.S. Treasury yields ticked down slightly after a well-received 20-year auction; lower front-end yields can stabilize funding costs but also compress net interest margin outlook—mixed implications for bank earnings. Treasury Yields Fall Slightly
• Negative Sentiment: JPMorgan is tightening valuation and lending standards around private-credit collateral and has marked down some loans, highlighting exposure and potential write-downs or slower lending revenue in that space. That remains a key risk driving sector pressure. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
• Negative Sentiment: Broader market/sector risk: banks have been pulled lower by concerns around private-credit contagion and macro volatility (oil, geopolitics), which has weighed on JPM’s valuation despite solid recent earnings. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)
• Negative Sentiment: JPMorgan (as an arranger) and others pulled back from a prospective $5.3B Qualtrics debt deal after investor skepticism on software/AI disruption — a sign of risk aversion in leveraged markets that can reduce fee opportunities. Wall Street Snubs Qualtrics Debt Over AI Disruption Risks

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.