Mirabella Financial Services LLP Has $12.46 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Mirabella Financial Services LLP boosted its stake in JPMorgan Chase by 127.4% in Q3 to 39,566 shares (an additional 22,164 shares) worth about $12.46 million, making it roughly 0.4% of Mirabella's portfolio and its 18th-largest holding.
• Insiders have been net sellers recently: CFO Jeremy Barnum sold 2,892 shares and CEO Troy L. Rohrbaugh sold 50,000 shares (a 31% reduction in his ownership), with insiders offloading 71,596 shares worth about $22.07 million over the last quarter.
• Analyst sentiment is broadly positive with a consensus rating of "Moderate Buy" and an average target of $340, and JPMorgan recently beat quarterly EPS estimates ($5.23 vs. $4.93 consensus).

Mirabella Financial Services LLP increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 127.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 39,566 shares of the financial services provider's stock after purchasing an additional 22,164 shares during the period. JPMorgan Chase & Co. makes up about 0.4% of Mirabella Financial Services LLP's portfolio, making the stock its 18th biggest holding. Mirabella Financial Services LLP's holdings in JPMorgan Chase & Co. were worth $12,456,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in JPM. Creative Planning grew its stake in JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider's stock worth $395,695,000 after purchasing an additional 29,844 shares in the last quarter. Aviva PLC raised 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 in the last quarter. Triangle Securities Wealth Management lifted its position in JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider's stock valued at $8,145,000 after acquiring an additional 3,191 shares during the last quarter. Andra AP fonden grew 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 worth $33,972,000 after buying an additional 3,300 shares during the last quarter. Finally, Banco Santander S.A. increased its holdings in shares of JPMorgan Chase & Co. by 9.0% during the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider's stock valued at $142,767,000 after acquiring an additional 37,550 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

JPM has been the subject of a number of research analyst reports. Wells Fargo & Company reduced their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a research note on Tuesday, February 17th. Wolfe Research lowered JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research note on Wednesday, January 7th. Piper Sandler upped their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an "overweight" rating in a research note on Wednesday, January 14th. HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the stock a "hold" rating in a research report on Thursday, February 5th. Finally, CICC Research began coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have assigned a Hold rating to the company's stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of "Moderate Buy" and an average target price of $340.00.

Insider Transactions at JPMorgan Chase & Co.

In other news, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the sale, the chief financial officer directly owned 23,804 shares of the company's stock, valued at approximately $7,294,021.68. This represents a 10.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the transaction, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 71,596 shares of company stock worth $22,067,932. Insiders own 0.47% of the company's stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: MarketBeat highlights JPM as one of several large-cap financials now in oversold territory with a low forward P/E and an attractive value setup if the sector stabilizes — a potential buying opportunity for value-oriented investors. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
• Positive Sentiment: Brokerage consensus remains constructive: JPM has a "Moderate Buy" consensus from analyst coverage, which supports the case for upside if macro/sector headwinds ease. JPMorgan Chase & Co. NYSE: JPM Given Consensus Recommendation of "Moderate Buy" by Brokerages
• Positive Sentiment: Chase product update: Chase announced Q2 2026 Chase Freedom 5% cash-back categories (Amazon, Whole Foods, Chase Travel, Feeding America) — a consumer-facing move that can help card engagement and spend volumes, modestly supportive for card revenue and customer retention. Chase Freedom® Announces Q2 2026 5% Cash Back Categories
• Neutral Sentiment: JPMorgan executives are publicly advising investors to look through short-term volatility and pointing to sector rotation opportunities — useful for sentiment but not an immediate earnings driver. JPMorgan's Das on Opportunities for Investors Amid Market Volatility
• Neutral Sentiment: J.P. Morgan’s conferences continue to draw management teams (e.g., Watsco, Southwest) — these events increase investor access and can catalyze stock-specific flows but are routine and not typically a major directional driver for JPM’s own shares. Watsco to Participate in the J.P. Morgan Industrials Conference
• Negative Sentiment: Sector and credit worries: analysts and MarketBeat note that financials, including JPM, have been hit by spread fears related to private-credit exposure and a broader risk-off move — this remains the primary near-term headwind to the stock. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
• Negative Sentiment: Macro shock risk: JPMorgan research warns higher oil prices could trigger a large market downturn, and the firm’s own analysis on strategic oil reserve limits highlights how geopolitical shocks can quickly weigh on banks via markets and credit channels. That risk keeps investor sentiment fragile. JPMorgan says higher oil prices could spark a 'domino effect' that tanks the S&P 500 by 15%

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $286.04 on Tuesday. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The firm has a market capitalization of $771.45 billion, a P/E ratio of 14.29, a P/E/G ratio of 1.17 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. The company's fifty day moving average price is $305.77 and its 200 day moving average price is $308.32.

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 (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. JPMorgan Chase & Co.'s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $4.81 earnings per share. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

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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