JPMorgan Chase & Co. $JPM Stock Holdings Raised by Crossmark Global Holdings Inc.

Key Points

• Crossmark Global Holdings increased its stake in JPMorgan Chase by 2.7% to 247,967 shares worth $78.22 million, making JPMorgan roughly 1.2% of Crossmark’s portfolio and its 10th largest holding.
• Corporate insiders sold a total of 71,596 JPM shares valued at about $22.07 million in the past three months, including sales by COO Jennifer Piepszak (8,571 shares) and General Counsel Stacey Friedman (3,404 shares).
• JPMorgan beat quarterly EPS estimates with $5.23 vs. $4.93 expected and reported $45.80 billion in revenue, while analysts maintain a consensus "Moderate Buy" with a $340 average price target.

Crossmark Global Holdings Inc. lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 2.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 247,967 shares of the financial services provider's stock after acquiring an additional 6,518 shares during the period. JPMorgan Chase & Co. makes up approximately 1.2% of Crossmark Global Holdings Inc.'s portfolio, making the stock its 10th largest position. Crossmark Global Holdings Inc.'s holdings in JPMorgan Chase & Co. were worth $78,216,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in JPM. Mizuho Securities Co. Ltd. increased its holdings in shares of 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 worth $32,000 after purchasing an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. in the third quarter worth $32,000. Family Legacy Financial Solutions LLC lifted its holdings in shares of 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 bought a new position in shares of JPMorgan Chase & Co. during the third quarter valued at $60,000. Finally, Clarity Asset Management Inc. boosted its position in shares of JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider's stock valued at $63,000 after buying an additional 101 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

More JPMorgan Chase & Co. News

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, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the business's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares of the company's stock, valued at approximately $18,981,173.60. The trade was a 5.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,596 shares of company stock valued at $22,067,932 in the last three months. Corporate insiders own 0.47% of the company's stock.

JPMorgan Chase & Co. Trading Up 0.2%

Shares of NYSE:JPM opened at $290.04 on Tuesday. The stock's 50-day simple moving average is $309.75 and its two-hundred day simple moving average is $308.76. The stock has a market capitalization of $782.24 billion, a price-to-earnings ratio of 14.49, a PEG ratio of 1.20 and a beta of 1.06. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85.

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 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the prior year, the firm earned $4.81 EPS. The business's revenue for the quarter was up 7.1% compared to the same quarter last year. Analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have weighed in on JPM shares. The Goldman Sachs Group boosted their target price on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a "buy" rating in a research report on Monday, January 26th. Truist Financial dropped their price target on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. TD Cowen reiterated a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Weiss Ratings reissued a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, Barclays restated a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $340.00.

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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