JPMorgan Chase & Co. $JPM is CSM Advisors LLC's 7th Largest Position

Key Points

• CSM Advisors cut its position in JPMorgan Chase by 20.6% in Q3, selling 44,864 shares and leaving it with 172,824 shares worth about $54.5 million, making JPM its 7th-largest holding.
• Notable insider selling occurred on Feb. 17 (General Counsel Stacey Friedman and CFO Jeremy Barnum), and insiders have sold a total of 71,596 shares (~$22.07 million) over the past three months; corporate insiders now own 0.47% of the stock.
• Wall Street remains broadly positive with a MarketBeat consensus of “Moderate Buy” and a $340 consensus target; JPM beat Q1 EPS expectations and trades around $283 with a 12‑month range of $202.16–$337.25 and a market cap of about $764.5 billion.

CSM Advisors LLC lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 20.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 172,824 shares of the financial services provider's stock after selling 44,864 shares during the period. JPMorgan Chase & Co. makes up about 1.5% of CSM Advisors LLC's holdings, making the stock its 7th biggest position. CSM Advisors LLC's holdings in JPMorgan Chase & Co. were worth $54,515,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of JPM. Mizuho Securities Co. Ltd. raised its holdings 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 acquiring an additional 90 shares during the period. Mountain Hill Investment Partners Corp. bought a new position in shares of JPMorgan Chase & Co. in the third quarter worth $32,000. Family Legacy Financial Solutions LLC boosted its holdings in shares of JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock worth $33,000 after acquiring an additional 50 shares during the period. Collier Financial purchased a new position in shares of JPMorgan Chase & Co. in the third quarter valued at $60,000. Finally, Clarity Asset Management Inc. grew its position in shares of JPMorgan Chase & Co. by 87.1% in the second 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. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 3,404 shares of the firm's stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares of the company's stock, valued at $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total transaction of $886,166.64. Following the sale, the chief financial officer owned 23,804 shares of the company's stock, valued at approximately $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 71,596 shares of company stock valued at $22,067,932 over the last three months. Corporate insiders own 0.47% of the company's stock.

More JPMorgan Chase & Co. News

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

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on JPM shares. Weiss Ratings reissued a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Freedom Capital raised JPMorgan Chase & Co. to a "hold" rating in a report on Wednesday, January 14th. Barclays reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Zacks Research raised shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a report on Tuesday, March 10th. Finally, Keefe, Bruyette & Woods reaffirmed an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have given a Hold rating to the company's stock. According to MarketBeat, JPMorgan Chase & Co. has an average rating of "Moderate Buy" and a consensus target price of $340.00.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $283.47 on Monday. The firm has a market capitalization of $764.52 billion, a P/E ratio of 14.17, 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. The stock's 50-day simple moving average is $306.73 and its two-hundred day simple moving average is $308.43. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion for the quarter, compared to analysts' expectations of $45.98 billion. During the same quarter last year, the firm posted $4.81 EPS. The company's revenue was up 7.1% compared to the same quarter last year. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 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.

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