Aristotle Atlantic Partners LLC Sells 8,850 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Aristotle Atlantic Partners LLC trimmed its stake in JPMorgan Chase by 3.1%, selling 8,850 shares and leaving it with 277,604 shares worth about $87.57 million — roughly 2.5% of the firm's portfolio and its 11th-largest holding.
• Insider selling has been notable recently: insiders disposed of 71,596 shares valued at about $22.07 million over the past 90 days, including sales by COO Jennifer Piepszak and CFO Jeremy Barnum.
• JPMorgan beat quarterly EPS estimates and carries a consensus "Moderate Buy" with a $340 average price target, but faces near-term headwinds from a proposed $328M crypto-related class action, a renewed EU derivatives fine fight and tightened lending/loan markdowns signaling niche asset-quality stress.

Aristotle Atlantic Partners LLC lessened its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 3.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 277,604 shares of the financial services provider's stock after selling 8,850 shares during the quarter. JPMorgan Chase & Co. makes up about 2.5% of Aristotle Atlantic Partners LLC's investment portfolio, making the stock its 11th largest holding. Aristotle Atlantic Partners LLC's holdings in JPMorgan Chase & Co. were worth $87,565,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock valued at $11,682,000 after buying an additional 4,841 shares in the last quarter. Acorns Advisers LLC grew its position in shares of JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider's stock worth $379,000 after buying an additional 100 shares during the period. Ignite Planners LLC increased its stake in shares of JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock worth $3,185,000 after acquiring an additional 78 shares in the last quarter. Schnieders Capital Management LLC. increased its stake 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 in the last quarter. Finally, Washburn Capital Management Inc. lifted its position in JPMorgan Chase & Co. by 21.4% during the 2nd quarter. Washburn Capital Management Inc. now owns 3,095 shares of the financial services provider's stock valued at $897,000 after acquiring an additional 545 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Board/IR action: the firm declared dividends on its Series CC preferred shares — a direct cash return to preferred holders and a sign of capital/access to funding. JPMorganChase Declares Preferred Stock Dividends
• Positive Sentiment: Analyst optimism: Zacks moved JPMorgan to a stronger rating, which can support demand from retail and model-driven funds. Zacks Research Upgrade
• Neutral Sentiment: CEO signal: Jamie Dimon warned inflation remains “the skunk at the party,” urging markets to respect macro risks — commentary that can boost caution but also signals management is focused on macro preparedness. ‘Inflation is the skunk at the party’: JPMorgan Chase CEO Jamie Dimon warns markets ignoring risk. How to prepare
• Negative Sentiment: Legal risk: JPMorgan was hit with a proposed class action alleging it facilitated a $328M crypto Ponzi scheme — potential reputational damage, legal costs and reserves if liabilities escalate. JPMorgan Hit With Lawsuit Tied To $328 Million Crypto Ponzi Scheme
• Negative Sentiment: Regulatory/legacy litigation: a renewed EU derivatives‑cartel fight centers on a €/ $380M fine tied to past conduct — another legal/financial overhang to watch. Long-running EU derivatives cartel fight reignites over JPMorgan's $380 million fine
• Negative Sentiment: Credit & underwriting caution: the bank has restricted lending to some private‑credit firms and marked down software‑exposed loans — signaling rising asset‑quality stress in niche portfolios and potential for future provisioning. JPMorgan restricts private credit lending after markdowns
• Negative Sentiment: Insider selling & positioning: recent data show notable insider sales and mixed institutional flows — that can add downward pressure if sentiment worsens. Quiver Quantitative JPM data & insider activity

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the transaction, the chief operating officer owned 71,027 shares of the company's stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the transaction, the chief financial officer directly owned 23,804 shares in the company, valued at approximately $7,294,021.68. This represents a 10.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,596 shares of company stock valued at $22,067,932 in the last 90 days. 0.47% of the stock is owned by company insiders.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $283.47 on Friday. The firm has a market cap of $764.52 billion, a PE ratio of 14.17, a P/E/G ratio of 1.17 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. The firm has a fifty day simple moving average of $306.73 and a two-hundred day simple moving average of $308.36. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion for 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 company's revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.81 EPS. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

Analysts Set New Price Targets

JPM has been the topic of a number of recent research reports. Keefe, Bruyette & Woods restated an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. 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. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the stock a "hold" rating in a research note on Thursday, February 5th. Finally, Daiwa Securities Group raised their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an "outperform" rating in a research report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target 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.

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