James Investment Research Inc. Trims Stake in JPMorgan Chase & Co. $JPM

James Investment Research Inc. lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.8% in the second quarter, according to its most recent filing with the SEC. The firm owned 68,483 shares of the financial services provider’s stock after selling 2,008 shares during the quarter. JPMorgan Chase & Co. makes up approximately 2.3% of James Investment Research Inc.’s investment portfolio, making the stock its 7th largest holding. James Investment Research Inc.’s holdings in JPMorgan Chase & Co. were worth $22,417,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in JPM. Arkansas Financial Group Inc. increased its position in shares of JPMorgan Chase & Co. by 1.1% during the second quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider’s stock worth $873,000 after buying an additional 30 shares during the period. Flynn Zito Capital Management LLC raised its stake in JPMorgan Chase & Co. by 1.1% during the second quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider’s stock worth $926,000 after buying an additional 30 shares during the last quarter. Sterling Group Wealth Management LLC lifted its holdings in JPMorgan Chase & Co. by 0.8% in the first quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock valued at $1,183,000 after buying an additional 33 shares during the period. Vestia Personal Wealth Advisors lifted its holdings in JPMorgan Chase & Co. by 2.7% in the fourth quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider’s stock valued at $391,000 after buying an additional 34 shares during the period. Finally, South Street Advisors LLC boosted its position in JPMorgan Chase & Co. by 0.4% during the fourth quarter. South Street Advisors LLC now owns 9,421 shares of the financial services provider’s stock valued at $3,036,000 after acquiring an additional 34 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of recent analyst reports. Jefferies Financial Group set a $350.00 price target on JPMorgan Chase & Co. in a report on Tuesday, July 14th. Weiss Ratings downgraded JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a research note on Wednesday. Bank of America upped their target price on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Citigroup raised their target price on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a research note on Monday, July 20th. Finally, Morgan Stanley reiterated a “positive” rating and issued a $370.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $359.96.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan’s second-quarter Markets revenue increased 35%, supported by particularly strong equities activity. The performance highlights continued trading momentum and supports the bank’s earnings outlook, although comparisons may become more difficult as market activity normalizes. JPMorgan’s Q2 Trading Revenues Surge 35%: Can the Momentum Continue?
• Positive Sentiment: JPMorgan reportedly raised its 2026 net interest income outlook to $105.5 billion, with loan and deposit growth expected to offset some pressure from interest rates. Higher expenses could limit the benefit, but the revised forecast remains supportive of earnings. JPMorgan Raises 2026 NII Outlook: What Does It Mean for Earnings?
• Neutral Sentiment: Former JPMorgan Chief Operating Officer Matt Zames is joining the Social Security Administration as an unpaid adviser on modernization. The appointment increases the public profile of a former executive but is not expected to have a direct financial effect on JPMorgan. Trump admin taps former JPMorgan Chase exec Matt Zames to advise Social Security agency
• Negative Sentiment: India’s securities regulator barred a JPMorgan entity from the country’s securities market over alleged stock-market manipulation linked to sharp Sensex movements. The matter creates regulatory, reputational and potentially legal risks, although the reports concern allegations rather than a final determination of wrongdoing. India Bars JPMorgan Unit for Alleged Market Manipulation
• Negative Sentiment: JPMorgan filed six layoff notices affecting nearly 800 employees across several states, the bank’s largest reported level of layoffs since 2015. While the reductions could lower costs, the scale may raise concerns about operating conditions and workforce demand. Layoffs at JPMorgan Hit Highest Level Since 2015
• Negative Sentiment: JPMorgan strategists warned that expanded Treasury bond buybacks could ultimately push long-term yields higher if they fail to address the underlying U.S. fiscal and debt concerns. Higher yields and bond-market volatility can pressure valuations and increase risk across the banking sector. U.S. bond intervention is like paying your mortgage with your credit card

Insider Activity at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider owned 73,547 shares of the company’s stock, valued at $26,580,621.27. This trade represents a 3.29% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Trading Up 0.1%

JPM opened at $351.74 on Friday. The company has a fifty day moving average price of $344.49 and a two-hundred day moving average price of $317.36. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. The company has a market cap of $934.99 billion, a P/E ratio of 15.07, a price-to-earnings-growth ratio of 1.45 and a beta of 0.99. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The company had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The business’s revenue was up 27.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.96 EPS. Analysts predict that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.

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.