Orion Porfolio Solutions LLC Acquires 13,648 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Orion Portfolio Solutions LLC increased its stake in JPMorgan Chase & Co. by 6.3% in the quarter, buying 13,648 shares to hold 229,307 shares worth $72.33 million (about 0.6% of its portfolio and its 28th-largest position).
• Other large institutional moves include Norges Bank's new stake of roughly $10.3 billion and sizable additions from Laurel Wealth Advisors, Viking Global and KBC, leaving institutional investors owning about 71.6% of JPM stock.
• Analysts maintain a consensus "Moderate Buy" on JPM with an average price target of $340 (recent targets range $319–$355), following quarterly results that showed EPS of $5.23, beating estimates.

Orion Porfolio Solutions LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 229,307 shares of the financial services provider's stock after buying an additional 13,648 shares during the quarter. JPMorgan Chase & Co. makes up about 0.6% of Orion Porfolio Solutions LLC's portfolio, making the stock its 28th biggest position. Orion Porfolio Solutions LLC's holdings in JPMorgan Chase & Co. were worth $72,330,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Norges Bank purchased a new stake in JPMorgan Chase & Co. in the second quarter worth $10,295,209,000. Laurel Wealth Advisors LLC boosted its stake in shares of JPMorgan Chase & Co. by 28,813.7% during the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider's stock valued at $4,866,309,000 after purchasing an additional 16,727,530 shares during the period. Viking Global Investors LP boosted its stake in shares of JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider's stock valued at $1,171,826,000 after purchasing an additional 1,870,386 shares during the period. KBC Group NV grew its holdings in shares of JPMorgan Chase & Co. by 56.3% in the second quarter. KBC Group NV now owns 2,566,562 shares of the financial services provider's stock worth $744,072,000 after purchasing an additional 924,915 shares during the last quarter. Finally, Mawer Investment Management Ltd. increased its stake in JPMorgan Chase & Co. by 187.5% in the 2nd quarter. Mawer Investment Management Ltd. now owns 1,241,969 shares of the financial services provider's stock worth $360,059,000 after buying an additional 809,976 shares during the period. 71.55% of the stock is owned by institutional investors.

Analysts Set New Price Targets

JPM has been the subject of several research reports. Truist Financial lowered their price objective on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the company a "hold" rating in a report on Thursday, February 5th. Freedom Capital upgraded JPMorgan Chase & Co. to a "hold" rating in a report on Wednesday, January 14th. Finally, CICC Research started coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an "outperform" rating and a $355.00 target price for the company. Fourteen research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $340.00.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $290.04 on Tuesday. The company has a 50 day moving average price of $309.75 and a 200-day moving average price of $308.76. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The stock has a market capitalization of $782.24 billion, a PE 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 quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued 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 for the quarter, compared to analyst estimates 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 was up 7.1% compared to the same quarter last year. During the same period last year, the company posted $4.81 earnings per share. Equities analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

Trending Headlines about JPMorgan Chase & Co.

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 Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the transaction, 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. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the company's stock in a transaction on 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 sale, the chief executive officer owned 111,279 shares of the company's stock, valued at $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by company insiders.

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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