JPMorgan Chase & Co. $JPM Shares Sold by Berry Wealth Group LP

Berry Wealth Group LP cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 73.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,506 shares of the financial services provider’s stock after selling 20,704 shares during the period. JPMorgan Chase & Co. makes up 7.7% of Berry Wealth Group LP’s holdings, making the stock its 6th biggest holding. Berry Wealth Group LP’s holdings in JPMorgan Chase & Co. were worth $2,367,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in JPM. Brighton Jones LLC lifted its stake in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares in the last quarter. Acorns Advisers LLC lifted its position in shares of JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares in the last quarter. Ignite Planners LLC boosted its holdings in JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after purchasing an additional 78 shares during the last quarter. United Bank boosted its holdings in JPMorgan Chase & Co. by 5.2% during the second quarter. United Bank now owns 28,014 shares of the financial services provider’s stock worth $8,122,000 after purchasing an additional 1,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its position in JPMorgan Chase & Co. by 0.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 60,730 shares of the financial services provider’s stock worth $17,606,000 after purchasing an additional 565 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

Insider Transactions at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the completion of the transaction, the insider directly owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. This trade represents a 0.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan highlighted renewed momentum in biopharma and expects M&A to pick up in 2026, which could support advisory fees and trading revenue in healthcare. 10 Most Shorted Biotech Stocks to Buy According to Hedge Funds
• Positive Sentiment: JPMorgan is a partner in a $100M multi‑company initiative (with Google and others) to cut superpollutants — positive from an ESG and client‑relationship perspective for investment banking and asset management positioning. Google, JPMorgan, Others Launch $100 Million Initiative To Tackle Superpollutants
• Neutral Sentiment: JPMorgan (and affiliates) filed notice that it ceased to be a substantial holder in IDP Education — a portfolio/positioning update that has limited direct impact on the bank itself. JPMorgan Ceases to Be Substantial Holder in IDP Education
• Neutral Sentiment: JPMorgan research published an energy analysis on Germany’s nuclear policy costs — reinforces the bank’s research franchise (supportive for client advisory and institutional credibility but not an immediate earnings driver). The cost of Germany’s long and painful nuclear regret
• Negative Sentiment: A federal judge ruled employees may pursue claims that JPMorgan mismanaged its health/prescription benefits, alleging overpayment for drugs/premiums — potential litigation exposure, reputational risk and possible plan changes that could carry costs or reserve requirements. JPMorgan Chase employees may sue over high drug costs and premiums, judge rules
• Negative Sentiment: JPMorgan strategists warned the Iran war could drive a ~10% S&P 500 drop — a signal of heightened macro risk that may reduce trading volumes, M&A activity and investment banking fees if volatility persists. JP Morgan forecasts 10% plunge in S&P 500 over Iran war
• Negative Sentiment: Senior JPM executives and strategists (including Jake Manoukian, Mislav Matejka and CEO commentary) cautioned about “too much exuberance,” inflation risks and that markets “might need to get worse before they can get better,” which could damp investor risk appetite and near‑term fee pools. When it comes to the war in Iran don’t go betting on the TACO trade, says top J.P. Morgan investment strategist JPMorgan CEO: “Too Much Exuberance” in Stocks — Should Investors Beware? JPM’s Matejka warns ’things might need to get worse before they can get better’

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $290.04 on Tuesday. The company has a market capitalization of $782.24 billion, a P/E ratio of 14.49, a P/E/G ratio of 1.20 and a beta of 1.06. The business has a fifty day simple moving average of $309.75 and a two-hundred day simple moving average of $308.76. 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. has a 1 year low of $202.16 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly 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 firm had revenue of $45.80 billion for 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 business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.81 EPS. On average, analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

Analyst Ratings Changes

Several equities research analysts have commented on JPM shares. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Robert W. Baird boosted their price target on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. Finally, The Goldman Sachs Group increased their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $340.00.

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.