Owen LaRue LLC Lowers Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Owen LaRue LLC reduced its JPMorgan stake by 28.4% in the second quarter, selling 8,054 shares and retaining 20,259 shares valued at approximately $6.63 million. Institutional investors collectively own 71.55% of JPM stock.
• JPMorgan reported strong quarterly results, with EPS of $6.14 versus the $5.59 consensus and revenue of $58.02 billion, up 27.7% year over year. Analysts maintain a “Moderate Buy” consensus, with several firms recently raising price targets.
• JPM shares opened at $361.71 near their 12-month high, while insiders have sold 13,435 shares worth about $4.35 million over the past 90 days. The bank is also expanding its branch network, pursuing digital-asset lending initiatives and facing macroeconomic and regulatory risks.

Owen LaRue LLC cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 28.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,259 shares of the financial services provider's stock after selling 8,054 shares during the quarter. JPMorgan Chase & Co. accounts for 2.3% of Owen LaRue LLC's holdings, making the stock its 10th largest position. Owen LaRue LLC's holdings in JPMorgan Chase & Co. were worth $6,631,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in JPM. Timmons Wealth Management LLC acquired a new stake in JPMorgan Chase & Co. in the fourth quarter valued at about $27,000. MBM Wealth Consultants LLC acquired a new position in JPMorgan Chase & Co. in the 1st quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd acquired a new position in JPMorgan Chase & Co. during the 4th quarter worth about $32,000. Osbon Capital Management LLC acquired a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth approximately $35,000. Finally, Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $35,000. Institutional investors own 71.55% of the company's stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan opened a two-story flagship on Chicago’s Magnificent Mile that combines everyday Chase banking with J.P. Morgan Private Client services. The bank plans more than 160 new branches and nearly 600 renovations in 2026, supporting deposit gathering, wealth management and cross-selling opportunities. JPMorganChase Opens New Two-Story Magnificent Mile Flagship
• Positive Sentiment: Analyst commentary continues to highlight JPM’s earnings growth and price strength. Wells Fargo said the bank could reach a $1 trillion market capitalization and potentially double that value within seven to eight years, reinforcing the premium investors place on CEO Jamie Dimon’s leadership. Jamie Dimon’s JPMorgan Could Hit $1 Trillion Market Cap
• Positive Sentiment: The bank has launched a program allowing institutional clients to use Bitcoin and Ethereum as collateral for dollar loans. Although substantial haircuts reduce risk, the initiative expands JPMorgan’s digital-asset and lending capabilities.
• Neutral Sentiment: JPMorgan affiliates reduced or exited substantial-holder positions in several Australian companies, including Flight Centre, Lotus Resources and Temple & Webster. These portfolio changes do not appear to materially affect JPM’s operating outlook.
• Neutral Sentiment: JPMorgan ended Polymarket’s banking relationship over regulatory concerns. The move may demonstrate tighter risk controls, but it also highlights compliance exposure in emerging financial markets. JPMorgan Cut Polymarket as Banking Client
• Negative Sentiment: JPMorgan’s warnings that geopolitical tensions, climate risks and possible food inflation could worsen by 2027 point to macroeconomic pressures that could hurt consumer finances, credit quality and investor sentiment.
• Negative Sentiment: Dimon’s lobbying against higher UK bank taxes underscores the risk of increased regulatory and fiscal costs for large financial institutions, although the issue is not specific to JPMorgan’s U.S. operations.

Insiders Place Their Bets

In other news, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the transaction, the general counsel owned 46,428 shares of the company's stock, valued at $13,940,935.56. This represents a 10.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider directly owned 73,547 shares of the company's stock, valued at $26,580,621.27. This represents a 3.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,435 shares of company stock valued at $4,353,502 over the last 90 days. Company insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Stock Down 0.3%

JPM opened at $361.71 on Tuesday. The company has a 50 day moving average of $341.12 and a 200 day moving average of $315.99. The company has a market cap of $961.49 billion, a PE ratio of 15.50, a price-to-earnings-growth ratio of 1.49 and a beta of 0.99. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to analysts' expectations of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The business's revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.96 EPS. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 24.28 EPS for the current year.

Analysts Set New Price Targets

JPM has been the topic of several research analyst reports. Zacks Research upgraded JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 16th. UBS Group boosted their target price on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a "buy" rating in a research report on Monday, August 3rd. Deutsche Bank Aktiengesellschaft upgraded JPMorgan Chase & Co. from a "hold" rating to a "buy" rating and set a $375.00 price target for the company in a report on Wednesday, July 22nd. Weiss Ratings upgraded shares of JPMorgan Chase & Co. from a "buy (b)" rating to a "buy (b+)" rating in a research note on Wednesday, August 5th. Finally, Bank of America raised their target price on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a "buy" rating in a research report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $359.96.

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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