JPMorgan Chase & Co. $JPM Stock Holdings Cut by Blair William & Co. IL

Key Points

• Blair William & Co. IL trimmed its stake in JPMorgan Chase by 1.0%, selling 22,827 shares and leaving it with 2,306,918 shares (about 0.08% of the company) valued at roughly $727.7 million; JPM is the firm’s 6th largest holding (1.9% of its portfolio).
• JPMorgan trades around $288.78 with a market cap of $778.85B and a P/E of 14.43, and carries a consensus analyst rating of "Moderate Buy" with a $340 price target; the bank’s capital-return program (dividend increases and a $50B buyback) is supporting shareholder returns.
• Institutional investors own about 71.6% of JPM, while insiders have sold ~71,596 shares (~$22.1M) in the last 90 days (insiders now own 0.47%); short interest rose ~15.5% to ~23M shares, signaling increased bearish positioning and potential downside risk.

Blair William & Co. IL reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,306,918 shares of the financial services provider's stock after selling 22,827 shares during the period. JPMorgan Chase & Co. comprises 1.9% of Blair William & Co. IL's holdings, making the stock its 6th largest position. Blair William & Co. IL owned about 0.08% of JPMorgan Chase & Co. worth $727,671,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in JPM. Mizuho Securities Co. Ltd. grew its stake in JPMorgan Chase & Co. by 450.0% in 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. acquired a new position in JPMorgan Chase & Co. during the third quarter worth $32,000. Family Legacy Financial Solutions LLC lifted its holdings in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock valued at $33,000 after purchasing an additional 50 shares in the last quarter. Collier Financial purchased a new position in JPMorgan Chase & Co. during 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 during the period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s capital-return program remains a tailwind: dividend increases and a $50 billion buyback support shareholder returns and can underpin the share price. JPMorgan's Robust Capital Return Story: What's Fueling It?
• Positive Sentiment: JPMorgan is expanding payments and AI-enabled commerce capabilities via a pact with Mirakl (agentic/AI-driven commerce), which could help grow payments revenue and product differentiation over time. JPMorgan Payments and Mirakl Form Agentic Commerce Pact
• Positive Sentiment: Some market commentators see regional bank weakness as a buying opportunity for major banks; if sector multiples re-rate higher, JPM would likely benefit given its scale. Bank Stocks Have Gotten Hit Hard. It’s Time to Think About Buying.
• Neutral Sentiment: J.P. Morgan Asset Management announced cash distributions for several JPMorgan ETFs on the TSX — routine for AM business but not material to JPM’s bank operating results. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: Short interest in JPM rose ~15.5% in February to ~23.0M shares (about 0.9% of float), signaling increased bearish positioning — a rising short base can amplify downside if sentiment deteriorates.
• Negative Sentiment: An analyst downgrade/critique flags JPM is trading near ~2.2x P/B with “concerning price action,” raising valuation and momentum risk for the stock in the near term. JPMorgan Chase: Stretched Near 2.2x P/B, Concerning Price Action (Downgrade)
• Negative Sentiment: A federal judge allowed JPMorgan employees to pursue part of a lawsuit alleging mismanagement of health/prescription benefits, creating potential legal and reputational risk (uncertain financial impact). JPMorgan Chase employees may sue over high drug costs and premiums, judge rules
• Negative Sentiment: JPMorgan’s research and trading desks have warned of meaningful market downside (scenario of a ~10% S&P drop if Iran tensions push oil >$100), which raises macro risk for bank trading revenue and loan growth. JPMorgan Predicts S&P 500 Could Tumble 10% as Iran Conflict Drives Oil Beyond $100

JPMorgan Chase & Co. Trading Down 0.4%

Shares of JPMorgan Chase & Co. stock opened at $288.78 on Wednesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The stock's 50 day simple moving average is $309.06 and its 200-day simple moving average is $308.71. The stock has a market cap of $778.85 billion, a P/E ratio of 14.43, a P/E/G ratio of 1.20 and a beta of 1.06. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year 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 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion during the quarter, compared to analysts' expectations of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business's revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the firm earned $4.81 earnings per share. Analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, insider Robin Leopold sold 432 shares of the company's stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the completion of the sale, the insider owned 65,353 shares of the company's stock, valued at approximately $20,072,520.42. This represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the firm's stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the sale, the chief operating officer owned 71,027 shares of the company's stock, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the stock. Robert W. Baird boosted their target price on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a "neutral" rating in a research note on Wednesday, March 4th. DZ Bank reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. HSBC set a $319.00 price objective on JPMorgan Chase & Co. and gave the stock a "hold" rating in a research note on Thursday, February 5th. Barclays reissued a "buy" rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Finally, Wolfe Research lowered JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research note on Wednesday, January 7th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of "Moderate Buy" and a consensus price target 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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