JPMorgan Chase & Co. $JPM Stake Boosted by IFG Advisory LLC

Key Points

• IFG Advisory LLC boosted its stake in JPMorgan Chase by 25%, owning 37,408 shares worth about $11.8 million at the end of the quarter.
• Insider selling was heavy: CEO Troy L. Rohrbaugh sold 50,000 shares and CFO Jeremy Barnum sold 2,892 shares, with insiders disposing of 71,596 shares worth roughly $22.07 million in the last quarter and corporate insiders now owning about 0.47%.
• Earnings and analyst view: JPMorgan reported $5.23 EPS (vs. $4.93 expected) on $45.80 billion in revenue, and analysts hold a consensus "Moderate Buy" rating with a $340 price target.

IFG Advisory LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 25.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,408 shares of the financial services provider's stock after purchasing an additional 7,484 shares during the quarter. IFG Advisory LLC's holdings in JPMorgan Chase & Co. were worth $11,799,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Creative Planning increased its holdings in shares of JPMorgan Chase & Co. by 2.2% during the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider's stock valued at $395,695,000 after purchasing an additional 29,844 shares during the period. Aviva PLC lifted its holdings in JPMorgan Chase & Co. by 6.0% in the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider's stock worth $647,212,000 after purchasing an additional 126,742 shares during the period. Triangle Securities Wealth Management increased its stake in JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider's stock valued at $8,145,000 after buying an additional 3,191 shares during the period. Andra AP fonden increased its stake in JPMorgan Chase & Co. by 3.2% during the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock valued at $33,972,000 after buying an additional 3,300 shares during the period. Finally, Banco Santander S.A. raised its position in shares of JPMorgan Chase & Co. by 9.0% during the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock worth $142,767,000 after buying an additional 37,550 shares in the last quarter. Institutional investors own 71.55% 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: JPMorgan highlighted renewed momentum in biopharma and expects M&A to pick up in 2026, which could support advisory fees and trading revenue in healthcare. 10 Most Shorted Biotech Stocks to Buy According to Hedge Funds
• Positive Sentiment: JPMorgan is a partner in a $100M multi‑company initiative (with Google and others) to cut superpollutants — positive from an ESG and client‑relationship perspective for investment banking and asset management positioning. Google, JPMorgan, Others Launch $100 Million Initiative To Tackle Superpollutants
• Neutral Sentiment: JPMorgan (and affiliates) filed notice that it ceased to be a substantial holder in IDP Education — a portfolio/positioning update that has limited direct impact on the bank itself. JPMorgan Ceases to Be Substantial Holder in IDP Education
• Neutral Sentiment: JPMorgan research published an energy analysis on Germany’s nuclear policy costs — reinforces the bank’s research franchise (supportive for client advisory and institutional credibility but not an immediate earnings driver). The cost of Germany’s long and painful nuclear regret
• Negative Sentiment: A federal judge ruled employees may pursue claims that JPMorgan mismanaged its health/prescription benefits, alleging overpayment for drugs/premiums — potential litigation exposure, reputational risk and possible plan changes that could carry costs or reserve requirements. JPMorgan Chase employees may sue over high drug costs and premiums, judge rules
• Negative Sentiment: JPMorgan strategists warned the Iran war could drive a ~10% S&P 500 drop — a signal of heightened macro risk that may reduce trading volumes, M&A activity and investment banking fees if volatility persists. JP Morgan forecasts 10% plunge in S&P 500 over Iran war
• Negative Sentiment: Senior JPM executives and strategists (including Jake Manoukian, Mislav Matejka and CEO commentary) cautioned about “too much exuberance,” inflation risks and that markets “might need to get worse before they can get better,” which could damp investor risk appetite and near‑term fee pools. When it comes to the war in Iran don’t go betting on the TACO trade, says top J.P. Morgan investment strategist JPMorgan CEO: "Too Much Exuberance" in Stocks -- Should Investors Beware? JPM’s Matejka warns ’things might need to get worse before they can get better’

Insiders Place Their Bets

In other news, CFO Jeremy Barnum sold 2,892 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total transaction of $886,166.64. Following the transaction, the chief financial officer owned 23,804 shares in the company, valued at approximately $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm's stock in a transaction dated 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 sale, the chief executive officer owned 111,279 shares of the company's stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,596 shares of company stock worth $22,067,932 in the last quarter. Corporate insiders own 0.47% of the company's stock.

Analyst Ratings Changes

JPM has been the subject of a number of research analyst reports. Barclays reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Royal Bank Of Canada reissued an "outperform" rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Wolfe Research lowered JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research note on Wednesday, January 7th. Zacks Research cut JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, November 18th. Finally, Wells Fargo & Company dropped their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating on the stock in a research note on Tuesday, February 17th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $340.00.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $290.04 on Tuesday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The company has a market capitalization of $782.24 billion, a PE ratio of 14.49, a price-to-earnings-growth ratio of 1.20 and a beta of 1.06. The stock has a fifty day moving average of $309.75 and a 200-day moving average of $308.76. JPMorgan Chase & Co. has a one year low of $202.16 and a one 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 analysts' consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.'s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the company posted $4.81 EPS. 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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