Evexia Wealth LLC Has $8.62 Million Stake in JPMorgan Chase & Co. $JPM

Evexia Wealth LLC trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,977 shares of the financial services provider’s stock after selling 4,104 shares during the period. JPMorgan Chase & Co. makes up 2.6% of Evexia Wealth LLC’s portfolio, making the stock its 15th biggest holding. Evexia Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $8,616,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in shares of JPMorgan Chase & Co. by 11.0% in the fourth 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 during the period. Acorns Advisers LLC raised its stake in JPMorgan Chase & Co. by 6.9% during the 1st 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 during the last quarter. Ignite Planners LLC raised its stake in JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after purchasing an additional 78 shares during the last quarter. Schnieders Capital Management LLC. boosted its holdings 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 valued at $17,606,000 after purchasing an additional 565 shares during the period. Finally, Bridgewealth Advisory Group LLC bought a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at $1,704,000. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $288.78 on Wednesday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The company has a 50-day moving average of $309.06 and a 200-day moving average of $308.71. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a market capitalization of $778.85 billion, a price-to-earnings ratio of 14.43, a PEG ratio of 1.20 and a beta of 1.06.

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, beating 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 business 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 revenue for the quarter was up 7.1% on a year-over-year basis. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s capital-return program remains a tailwind: dividend increases and a $50 billion buyback support shareholder returns and can underpin the share price. JPMorgan’s Robust Capital Return Story: What’s Fueling It?
• Positive Sentiment: JPMorgan is expanding payments and AI-enabled commerce capabilities via a pact with Mirakl (agentic/AI-driven commerce), which could help grow payments revenue and product differentiation over time. JPMorgan Payments and Mirakl Form Agentic Commerce Pact
• Positive Sentiment: Some market commentators see regional bank weakness as a buying opportunity for major banks; if sector multiples re-rate higher, JPM would likely benefit given its scale. Bank Stocks Have Gotten Hit Hard. It’s Time to Think About Buying.
• Neutral Sentiment: J.P. Morgan Asset Management announced cash distributions for several JPMorgan ETFs on the TSX — routine for AM business but not material to JPM’s bank operating results. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: Short interest in JPM rose ~15.5% in February to ~23.0M shares (about 0.9% of float), signaling increased bearish positioning — a rising short base can amplify downside if sentiment deteriorates.
• Negative Sentiment: An analyst downgrade/critique flags JPM is trading near ~2.2x P/B with “concerning price action,” raising valuation and momentum risk for the stock in the near term. JPMorgan Chase: Stretched Near 2.2x P/B, Concerning Price Action (Downgrade)
• Negative Sentiment: A federal judge allowed JPMorgan employees to pursue part of a lawsuit alleging mismanagement of health/prescription benefits, creating potential legal and reputational risk (uncertain financial impact). JPMorgan Chase employees may sue over high drug costs and premiums, judge rules
• Negative Sentiment: JPMorgan’s research and trading desks have warned of meaningful market downside (scenario of a ~10% S&P drop if Iran tensions push oil >$100), which raises macro risk for bank trading revenue and loan growth. JPMorgan Predicts S&P 500 Could Tumble 10% as Iran Conflict Drives Oil Beyond $100

Insider Activity at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s 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 sale, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was 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 directly owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. The trade was a 5.21% 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. Corporate insiders own 0.47% of the company’s stock.

Wall Street Analysts Forecast Growth

JPM has been the topic of several research reports. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. The Goldman Sachs Group lifted their target price on 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 boosted their price target on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. 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 research report on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus 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.