Integrated Wealth Concepts LLC Buys 5,068 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Integrated Wealth Concepts LLC increased its stake in JPMorgan Chase & Co. by 2.7% in Q3, buying 5,068 shares to hold 189,880 shares valued at $59,894,000.
• Corporate insiders have been net sellers recently — CEO Troy L. Rohrbaugh sold 50,000 shares and GC Stacey Friedman sold 3,404 shares, with insiders offloading 71,596 shares worth about $22,067,932 over the last 90 days.
• Brokerage coverage is constructive with a consensus of Moderate Buy and an average target of $340.00, and JPMorgan recently reported $5.23 EPS, beating estimates while revenue was roughly in line.

Integrated Wealth Concepts LLC boosted its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 2.7% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 189,880 shares of the financial services provider's stock after buying an additional 5,068 shares during the period. Integrated Wealth Concepts LLC's holdings in JPMorgan Chase & Co. were worth $59,894,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Creative Planning increased its position in JPMorgan Chase & Co. by 2.2% during the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider's stock worth $395,695,000 after buying an additional 29,844 shares during the period. Aviva PLC lifted its holdings in shares of JPMorgan Chase & Co. by 6.0% during the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider's stock worth $647,212,000 after buying an additional 126,742 shares in the last quarter. Triangle Securities Wealth Management boosted its position in shares of JPMorgan Chase & Co. by 14.1% in the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider's stock valued at $8,145,000 after acquiring an additional 3,191 shares during the period. Andra AP fonden boosted its position in shares of JPMorgan Chase & Co. by 3.2% in the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock valued at $33,972,000 after acquiring an additional 3,300 shares during the period. Finally, Banco Santander S.A. grew its stake in shares of JPMorgan Chase & Co. by 9.0% in the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock valued at $142,767,000 after acquiring an additional 37,550 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently commented on JPM shares. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the stock a "hold" rating in a research report on Thursday, February 5th. Keefe, Bruyette & Woods reaffirmed an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Zacks Research upgraded shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, March 10th. Finally, Robert W. Baird boosted their price target on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a "neutral" rating in a research note on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $340.00.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $286.04 on Tuesday. The company's 50-day moving average price is $305.77 and its two-hundred day moving average price is $308.32. The firm has a market cap of $771.45 billion, a P/E ratio of 14.29, a P/E/G ratio of 1.17 and a beta of 1.06. 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. has a 12 month low of $202.16 and a 12 month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly 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. The business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm's revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the business posted $4.81 EPS. On average, analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the firm's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel owned 61,949 shares of the company's stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their position. The sale 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 on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares of the company's stock, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 71,596 shares of company stock valued at $22,067,932. Corporate insiders own 0.47% of the company's stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: MarketBeat highlights JPM as one of several large-cap financials now in oversold territory with a low forward P/E and an attractive value setup if the sector stabilizes — a potential buying opportunity for value-oriented investors. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
• Positive Sentiment: Brokerage consensus remains constructive: JPM has a "Moderate Buy" consensus from analyst coverage, which supports the case for upside if macro/sector headwinds ease. JPMorgan Chase & Co. NYSE: JPM Given Consensus Recommendation of "Moderate Buy" by Brokerages
• Positive Sentiment: Chase product update: Chase announced Q2 2026 Chase Freedom 5% cash-back categories (Amazon, Whole Foods, Chase Travel, Feeding America) — a consumer-facing move that can help card engagement and spend volumes, modestly supportive for card revenue and customer retention. Chase Freedom® Announces Q2 2026 5% Cash Back Categories
• Neutral Sentiment: JPMorgan executives are publicly advising investors to look through short-term volatility and pointing to sector rotation opportunities — useful for sentiment but not an immediate earnings driver. JPMorgan's Das on Opportunities for Investors Amid Market Volatility
• Neutral Sentiment: J.P. Morgan’s conferences continue to draw management teams (e.g., Watsco, Southwest) — these events increase investor access and can catalyze stock-specific flows but are routine and not typically a major directional driver for JPM’s own shares. Watsco to Participate in the J.P. Morgan Industrials Conference
• Negative Sentiment: Sector and credit worries: analysts and MarketBeat note that financials, including JPM, have been hit by spread fears related to private-credit exposure and a broader risk-off move — this remains the primary near-term headwind to the stock. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
• Negative Sentiment: Macro shock risk: JPMorgan research warns higher oil prices could trigger a large market downturn, and the firm’s own analysis on strategic oil reserve limits highlights how geopolitical shocks can quickly weigh on banks via markets and credit channels. That risk keeps investor sentiment fragile. JPMorgan says higher oil prices could spark a 'domino effect' that tanks the S&P 500 by 15%

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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