Codex Capital Asset Management L.L.C. Acquires 6,250 Shares of JPMorgan Chase & Co. $JPM

Codex Capital Asset Management L.L.C. increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 22.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 34,250 shares of the financial services provider’s stock after purchasing an additional 6,250 shares during the period. JPMorgan Chase & Co. makes up 4.0% of Codex Capital Asset Management L.L.C.’s holdings, making the stock its 8th biggest position. Codex Capital Asset Management L.L.C.’s holdings in JPMorgan Chase & Co. were worth $10,751,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Peterson Wealth Advisors LLC grew its position in JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after purchasing an additional 33 shares during the period. Rialto Wealth Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after buying an additional 33 shares during the period. TradeWell Securities LLC. lifted its holdings in shares of JPMorgan Chase & Co. by 0.3% in the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after buying an additional 34 shares during the period. Sharkey Howes & Javer boosted its stake in shares of JPMorgan Chase & Co. by 1.9% in the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after buying an additional 34 shares during the last quarter. Finally, Granite Group Advisors LLC boosted its stake in shares of JPMorgan Chase & Co. by 0.3% in the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after buying an additional 34 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Analyst upgrade to Strong Buy (Zacks) highlights improved earnings outlook and could attract buyer interest. Read More.
• Positive Sentiment: Ongoing capital returns (dividend hikes, buyback program) remain a structural support for the share price and investor sentiment. Read More.
• Positive Sentiment: Business development in payments/AI: a new pact with Mirakl expands JPMorgan Payments’ product set in agentic/AI commerce, supporting fee growth in payments. Read More.
• Neutral Sentiment: JPMorgan analysts upgraded Oracle (ORCL) — shows active analyst flow but is primarily about ORCL rather than JPM’s fundamentals. Read More.
• Neutral Sentiment: JPMorgan’s internal market calls (warning of a possible S&P 500 correction) increase caution among investors but are a macro outlook rather than a firm‑specific loss. Read More.
• Negative Sentiment: Reports that JPMorgan has marked down software‑loan collateral and is curbing lending to private‑credit groups are the main near‑term negative catalyst — this raises concerns about asset‑management revenue, potential forced redemptions across private‑credit funds, and broader sector stress. Read More.
• Negative Sentiment: Multiple outlets (CNBC, MarketWatch, TipRanks) report JPM is tightening borrowing capacity for private‑credit firms after the markdowns — that amplification of redemption and liquidity pressure is weighing on the stock today. Read More.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’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 transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Robin Leopold sold 432 shares of the 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 transaction, the insider directly owned 65,353 shares of the company’s stock, valued at $20,072,520.42. The trade was a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 71,596 shares of company stock worth $22,067,932 in the last quarter. 0.47% of the stock is owned by insiders.

JPMorgan Chase & Co. Stock Down 0.5%

Shares of NYSE JPM opened at $287.39 on Thursday. The company’s 50-day simple moving average is $308.36 and its 200-day simple moving average is $308.56. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The firm has a market cap of $775.11 billion, a price-to-earnings ratio of 14.36, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06. 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. (NYSE:JPM) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the prior year, the firm earned $4.81 EPS. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. Equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on JPM shares. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Truist Financial lowered their price objective on JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Finally, DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price 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.