Diversify Advisory Services LLC Sells 7,058 Shares of JPMorgan Chase & Co. $JPM

Diversify Advisory Services LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 17.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,500 shares of the financial services provider’s stock after selling 7,058 shares during the period. Diversify Advisory Services LLC’s holdings in JPMorgan Chase & Co. were worth $10,363,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of JPM. Brighton Jones LLC lifted its holdings 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 worth $11,682,000 after buying an additional 4,841 shares in the last quarter. Acorns Advisers LLC increased its stake in 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 worth $379,000 after acquiring an additional 100 shares during the last quarter. Ignite Planners LLC raised its holdings 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 buying an additional 78 shares during the period. Schnieders Capital Management LLC. lifted its holdings in shares of 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 acquiring an additional 565 shares during the last quarter. Finally, State of Michigan Retirement System lifted its stake in JPMorgan Chase & Co. by 2.7% in the second quarter. State of Michigan Retirement System now owns 925,631 shares of the financial services provider’s stock worth $268,350,000 after purchasing an additional 24,100 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Zacks upgraded JPM to a “Strong Buy,” boosting short‑term bullishness from some retail/analyst circles. Zacks Upgrade
• Neutral Sentiment: J.P. Morgan Asset Management released its annual College Planning guide — positive PR for the wealth management franchise but unlikely to move the stock materially. College Planning Essentials
• Negative Sentiment: JPMorgan marked down and repriced software-linked loans in private‑credit portfolios and has restricted lending to private‑credit firms — a direct hit to capital deployment and a signal of rising credit stress in the $2T private‑credit market. This is the primary negative catalyst. Reuters: Restricts Private Credit Lending
• Negative Sentiment: Multiple outlets (FT, CNBC, PYMNTS, Zacks) report that the markdowns target software firms because of AI disruption risks — investors worry about valuation, liquidity and potential future losses. Zacks: Markdowns Signal Reality Check
• Negative Sentiment: JPMorgan is facing a proposed class‑action lawsuit alleging the bank facilitated a $328M crypto Ponzi scheme — legal risk and reputational concerns that can pressure shares if exposure or fines grow. Cointelegraph: Crypto Ponzi Lawsuit
• Negative Sentiment: Heavy insider selling and notable institutional rebalancing (reported by Quiver Quantitative) add to sentiment weakness and may amplify intraday selling pressure. Quiver Quant: Insider & Institutional Activity
• Negative Sentiment: Broader market sell‑off (oil surge and geopolitical risks) has led to a bank sector pullback, exacerbating JPM’s decline despite its strong fundamentals and recent earnings beat. Marketwide Sell-Off Coverage

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $282.57 on Friday. The company has a market cap of $762.10 billion, a P/E ratio of 14.12, a P/E/G ratio of 1.19 and a beta of 1.06. The company’s 50-day moving average price is $307.57 and its 200-day moving average price is $308.38. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm 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 business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the firm earned $4.81 earnings per share. On average, sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Jeremy Barnum sold 2,892 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total transaction of $886,166.64. Following the completion of the sale, the chief financial officer owned 23,804 shares in the company, valued at $7,294,021.68. This trade represents a 10.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction 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 sale, the general counsel directly owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by company insiders.

Analyst Ratings Changes

JPM has been the subject of a number of recent analyst reports. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. The Goldman Sachs Group boosted their price target 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. Truist Financial decreased their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, Wells Fargo & Company dropped their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average target price of $340.00.

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.