Focus Partners Advisor Solutions LLC Acquires 4,684 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Focus Partners Advisor Solutions increased its JPMorgan stake by 5.9% in the second quarter, purchasing 4,684 shares for a total of 84,252 shares valued at approximately $27.6 million. Institutional investors own 71.55% of JPMorgan’s stock.
• Analyst sentiment remains favorable, with one Strong Buy, 16 Buy, and 11 Hold ratings; the average price target is $359.96. JPMorgan recently exceeded quarterly estimates, reporting $6.14 in EPS and $58.02 billion in revenue.
• JPMorgan shares opened at $353.38, near their 52-week high of $366.50. Insiders have recently sold shares under pre-arranged Rule 10b5-1 trading plans, including a $882,025 sale by Robin Leopold.

Focus Partners Advisor Solutions LLC grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 5.9% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 84,252 shares of the financial services provider's stock after purchasing an additional 4,684 shares during the period. JPMorgan Chase & Co. comprises approximately 0.2% of Focus Partners Advisor Solutions LLC's portfolio, making the stock its 28th biggest position. Focus Partners Advisor Solutions LLC's holdings in JPMorgan Chase & Co. were worth $27,579,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in JPM. Timmons Wealth Management LLC bought a new stake in JPMorgan Chase & Co. during the fourth quarter worth $27,000. MBM Wealth Consultants LLC bought a new position in JPMorgan Chase & Co. during the 1st quarter valued at $29,000. Caitong International Asset Management Co. Ltd bought a new position in JPMorgan Chase & Co. during the 4th quarter valued at $32,000. Aventus Investment Advisors Inc. purchased a new position in JPMorgan Chase & Co. during the 2nd quarter worth $33,000. Finally, Osbon Capital Management LLC purchased a new position in JPMorgan Chase & Co. during the 4th quarter worth $35,000. 71.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on JPM. Zacks Research upgraded shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. Bank of America raised their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a "buy" rating in a research report on Thursday, July 16th. Robert W. Baird boosted their price target on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a "neutral" rating in a report on Wednesday, July 15th. Keefe, Bruyette & Woods upped their price objective on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 15th. Finally, Jefferies Financial Group set a $350.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $359.96.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s strong earnings and capital-return profile remain key supports. Recent coverage highlighted approximately $16.9 billion in quarterly profit and noted that dividends consume only a portion of earnings, suggesting substantial capacity for reinvestment, buybacks and future distributions. JPMorgan Earnings and Dividend Coverage
• Positive Sentiment: The bank is expanding its European corporate-banking footprint, including a reported 25% staffing increase and a launch in Greece. The initiatives could broaden fee revenue and deepen relationships with multinational clients, although the financial impact is expected to build gradually. JPMorgan European Hiring Expansion
• Positive Sentiment: Analyst and market commentary continues to identify JPMorgan as a relatively attractive, well-capitalized bank with exposure to higher interest rates, investment banking and asset management. Its roughly $1 trillion market-cap milestone reinforces its scale and leadership, though valuation expectations are increasingly tied to CEO Jamie Dimon’s continued execution. JPMorgan $1 Trillion Bank Commentary
• Neutral Sentiment: Insider Robin Leopold sold 2,500 shares for approximately $882,000 under a pre-arranged Rule 10b5-1 plan. The sale reduced her direct holdings by 3.4%, but its planned nature makes it a limited signal about management’s outlook. JPMorgan Insider Transaction
• Negative Sentiment: JPMorgan is among the financial institutions facing heightened scrutiny in India over alleged market manipulation involving affiliated entities. Although trading restrictions were eased after funds deposited alleged gains, investigations and compliance concerns remain an overhang. India Lifts Ban on JPMorgan Unit
• Negative Sentiment: The bank’s decision to contest pressure from the Trump administration could preserve independence but also creates potential litigation, regulatory and political costs. Investors may apply a modest risk discount until the disputes are resolved. JPMorgan and Capital One Political Disputes

JPMorgan Chase & Co. Price Performance

JPM opened at $353.38 on Friday. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50. The firm has a 50-day moving average of $351.80 and a 200 day moving average of $321.87. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a market cap of $939.34 billion, a P/E ratio of 15.14, a PEG ratio of 1.46 and a beta of 0.98.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company's revenue for the quarter was up 27.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.96 earnings per share. On average, research analysts expect that JPMorgan Chase & Co. will post 24.29 EPS for the current year.

Insider Buying and Selling

In related news, insider Robin Leopold sold 2,500 shares of the company's stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the transaction, the insider owned 71,047 shares in the company, valued at approximately $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the company's stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the transaction, the general counsel owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 10,467 shares of company stock valued at $3,593,651 over the last three months. Insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Profile

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.

The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.

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