Marshall Investment Management LLC Increases Position in JPMorgan Chase & Co. $JPM

Key Points

• Marshall Investment Management LLC boosted its stake in JPMorgan by 896.9% in Q3 to 14,366 shares, worth about $4.53 million, representing roughly 2.4% of its portfolio and its 13th-largest holding.
• Institutional ownership is high (about 71.55%), while insiders have been net sellers—71,596 shares (~$22.07M) sold in the past 90 days, leaving insiders with roughly 0.47% ownership.
• Analysts maintain a consensus “Moderate Buy” on JPM with a $340 average price target; the bank recently beat EPS estimates, trades at a P/E of 14.29, and has a market cap near $771 billion.

Marshall Investment Management LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 896.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,366 shares of the financial services provider's stock after acquiring an additional 12,925 shares during the period. JPMorgan Chase & Co. comprises approximately 2.4% of Marshall Investment Management LLC's portfolio, making the stock its 13th biggest holding. Marshall Investment Management LLC's holdings in JPMorgan Chase & Co. were worth $4,531,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Mizuho Securities Co. Ltd. boosted its position in JPMorgan Chase & Co. by 450.0% in the second 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 during the last quarter. Mountain Hill Investment Partners Corp. purchased a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC raised its stake in shares of JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock worth $33,000 after purchasing an additional 50 shares during the period. Collier Financial bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth $60,000. Finally, Clarity Asset Management Inc. boosted its holdings in shares of JPMorgan Chase & Co. by 87.1% in the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider's stock worth $63,000 after buying an additional 101 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan hired Yi Zhang from Goldman Sachs as co‑head of its China investment-banking business — a high-profile poach that signals JPM is investing to grow fees and deal flow in Asia, a key long‑term market for IB revenue and cross-border mandates. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Positive Sentiment: Chase announced Q2 2026 5% cash-back categories (Amazon, Whole Foods, Chase Travel), a consumer rewards change that can boost card spend, interchange income and product engagement—a modest near-term revenue tailwind for consumer banking. Chase Freedom® Announces Q2 2026 5% Cash Back Categories
• Positive Sentiment: Analyst coverage remains constructive: brokers maintain a consensus “Moderate Buy” on JPM — supportive for sentiment and a reason some investors may view current weakness as a buying opportunity. JPMorgan Chase & Co. NYSE: JPM Given Consensus Recommendation of "Moderate Buy" by Brokerages
• Neutral Sentiment: JPMorgan’s research team is active — raising targets on utilities and industrials (examples: PSEG, Carlisle, AEP). This highlights the firm’s brokerage/research strength but has limited direct impact on JPM’s earnings. JPMorgan Increases Price Target on PSEG (PEG)
• Neutral Sentiment: JPMorgan is hosting and participating in investor conferences (J.P. Morgan Industrials Conference). These events support client relationships and deal pipelines over time but are routine. Watsco to Participate in the J.P. Morgan Industrials Conference
• Negative Sentiment: Sector and macro pressure (higher oil prices, private‑credit worries and a broad financial selloff) are weighing on JPM’s stock — the bank is trading below key moving averages and has been pulled down with the rest of the sector, which helps explain today’s decline. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $286.04 on Tuesday. The firm's 50 day moving average is $305.77 and its 200 day moving average is $308.32. The stock has a market capitalization of $771.45 billion, a P/E ratio of 14.29, a PEG ratio of 1.17 and a beta of 1.06. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings data 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. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. During the same period in the previous year, the business earned $4.81 EPS. JPMorgan Chase & Co.'s revenue was up 7.1% compared to the same quarter last year. On average, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the sale, the chief financial officer owned 26,696 shares of the company's stock, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 completion of the transaction, the chief executive officer owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research firms recently weighed in on JPM. CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an "outperform" rating and a $355.00 price target for the company. HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the company a "hold" rating in a research note on Thursday, February 5th. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Weiss Ratings restated a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Finally, Truist Financial lowered their price target on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have given a Hold rating to the company's stock. According to MarketBeat.com, the company currently has an average 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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