JPMorgan Chase & Co. $JPM Stake Raised by KCM Investment Advisors LLC

Key Points

• KCM Investment Advisors LLC raised its stake in JPMorgan Chase by 9.3% in Q3 to 219,025 shares worth about $69.1 million, representing roughly 2.2% of the fund and its 7th largest holding.
• The company reported quarterly EPS of $5.23, beating estimates of $4.93 while revenue was $45.80 billion (slightly under forecasts); analysts' consensus remains a Moderate Buy with a $340 target price.
• CEO Troy L. Rohrbaugh sold 50,000 shares on Feb. 19 for about $15.36 million—cutting his direct stake by ~31%—and insiders have sold ~71,596 shares (~$22.07 million) over the last 90 days.

KCM Investment Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 9.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 219,025 shares of the financial services provider's stock after buying an additional 18,579 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.2% of KCM Investment Advisors LLC's portfolio, making the stock its 7th largest holding. KCM Investment Advisors LLC's holdings in JPMorgan Chase & Co. were worth $69,087,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Peterson Wealth Advisors LLC increased its stake in shares of JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider's stock worth $635,000 after acquiring an additional 33 shares during the period. Rialto Wealth Management LLC lifted its position in JPMorgan Chase & Co. by 3.6% during the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock valued at $304,000 after purchasing an additional 33 shares during the period. TradeWell Securities LLC. boosted its holdings in JPMorgan Chase & Co. by 0.3% in the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider's stock valued at $3,832,000 after purchasing an additional 34 shares during the last quarter. Sharkey Howes & Javer grew its position in JPMorgan Chase & Co. by 1.9% during the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider's stock worth $563,000 after purchasing an additional 34 shares during the period. Finally, Granite Group Advisors LLC grew its position in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock worth $3,253,000 after purchasing an additional 34 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $290.04 on Tuesday. The business has a 50 day simple moving average of $309.75 and a two-hundred day simple moving average of $308.76. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The stock has a market capitalization of $782.24 billion, a P/E ratio of 14.49, a PEG ratio of 1.20 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 analyst estimates of $45.98 billion. During the same period in the previous year, the company posted $4.81 earnings per share. The business's revenue was up 7.1% on a year-over-year basis. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. News Summary

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’

Insider Activity at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm's stock in a transaction dated Thursday, February 19th. The shares were 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 approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Robin Leopold sold 432 shares of the business's stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the transaction, the insider owned 65,353 shares in the company, valued at $20,072,520.42. The trade was a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,596 shares of company stock worth $22,067,932 over the last 90 days. Corporate insiders own 0.47% of the company's stock.

Wall Street Analysts Forecast Growth

JPM has been the subject of several analyst reports. Weiss Ratings reissued a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. The Goldman Sachs Group lifted their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a "buy" rating in a research report on Monday, January 26th. Truist Financial decreased their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. DZ Bank reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the company a "hold" rating in a report on Thursday, February 5th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $340.00.

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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