JPMorgan Chase & Co. $JPM Shares Sold by Orleans Capital Management Corp LA

Orleans Capital Management Corp LA trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 24.3% in the third quarter, HoldingsChannel reports. The institutional investor owned 11,845 shares of the financial services provider’s stock after selling 3,793 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.4% of Orleans Capital Management Corp LA’s portfolio, making the stock its 10th largest holding. Orleans Capital Management Corp LA’s holdings in JPMorgan Chase & Co. were worth $3,736,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in JPM. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth $32,000. Family Legacy Financial Solutions LLC raised its position in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares during the period. Mizuho Securities Co. Ltd. raised its position in shares of JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares during the period. Collier Financial purchased a new stake in shares of JPMorgan Chase & Co. during the third quarter valued at $60,000. Finally, Clarity Asset Management Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after purchasing an additional 101 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,596 shares of company stock valued at $22,067,932 over the last ninety days. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Down 0.4%

Shares of JPMorgan Chase & Co. stock opened at $288.78 on Wednesday. The stock has a 50-day moving average price of $309.06 and a 200 day moving average price of $308.71. The company has a market cap of $778.85 billion, a P/E ratio of 14.43, a P/E/G ratio of 1.20 and a beta of 1.06. 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. has a 1 year low of $202.16 and a 1 year high of $337.25.

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

Analysts Set New Price Targets

JPM has been the topic of a number of analyst reports. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Finally, The Goldman Sachs Group boosted their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a report on Monday, January 26th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $340.00.

More JPMorgan Chase & Co. News

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

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.