Capitolis Liquid Global Markets LLC Sells 47,342 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Capitolis Liquid Global Markets LLC trimmed its JPMorgan stake by 5.8%, selling 47,342 shares and now holds 764,258 shares worth $241.07 million, about 1.9% of its portfolio and its 11th largest holding.
• Notable insider selling occurred recently: General Counsel Stacey Friedman sold 3,404 shares and CFO Jeremy Barnum sold 2,893 shares on Jan. 16, and insiders have sold a total of 71,596 shares worth $22.07 million over the past three months.
• Analyst sentiment is broadly positive with an average rating of Moderate Buy and an average target of $340, and JPMorgan recently reported an earnings beat of $5.23 EPS vs. $4.93 expected.

Capitolis Liquid Global Markets LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 5.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 764,258 shares of the financial services provider's stock after selling 47,342 shares during the period. JPMorgan Chase & Co. makes up about 1.9% of Capitolis Liquid Global Markets LLC's investment portfolio, making the stock its 11th largest holding. Capitolis Liquid Global Markets LLC's holdings in JPMorgan Chase & Co. were worth $241,070,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. in the 3rd quarter worth about $32,000. Family Legacy Financial Solutions LLC boosted its stake in JPMorgan Chase & Co. by 92.6% in the 3rd 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 in the last quarter. Mizuho Securities Co. Ltd. grew its position in JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider's stock valued at $32,000 after purchasing an additional 90 shares during the last quarter. Collier Financial purchased a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at about $60,000. Finally, Clarity Asset Management Inc. increased its stake in JPMorgan Chase & Co. by 87.1% during the 2nd 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 in the last quarter. Hedge funds and other institutional investors own 71.55% of the company's stock.

Insider Activity

In related news, General Counsel Stacey Friedman sold 3,404 shares of the company's stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the sale, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. This represents a 4.95% 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 2,893 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer directly owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 71,596 shares of company stock worth $22,067,932. Insiders own 0.47% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on JPM shares. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Freedom Capital raised shares of JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Barclays restated a "buy" rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Wall Street Zen raised JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research report on Sunday, January 18th. Finally, HSBC set a $319.00 target price on JPMorgan Chase & Co. and gave the company a "hold" rating in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have assigned a Hold rating to the company's stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of "Moderate Buy" and an average target price of $340.00.

JPMorgan Chase & Co. Stock Up 0.2%

JPM opened at $283.47 on Monday. The stock has a market capitalization of $764.52 billion, a price-to-earnings ratio of 14.17, a PEG ratio of 1.17 and a beta of 1.06. The firm has a 50 day moving average price of $306.73 and a 200-day moving average price of $308.43. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. 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 - Get Free Report) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) 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 company had revenue of $45.80 billion for the quarter, compared to analysts' expectations of $45.98 billion. During the same quarter last year, the company posted $4.81 earnings per share. The firm's quarterly revenue was up 7.1% on a year-over-year basis. Equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

Trending Headlines about 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

About JPMorgan Chase & Co.

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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