Sivia Capital Partners LLC Has $4.55 Million Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Sivia Capital Partners LLC increased its JPMorgan Chase holdings by 292% in the second quarter, adding 10,352 shares for a total of 13,897 shares valued at approximately $4.55 million.
• JPMorgan reported strong quarterly results, with earnings of $6.14 per share and revenue of $58.02 billion, while Markets revenue rose 35%. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $359.96.
• Institutional investors own 71.55% of JPMorgan’s stock, but the bank faces risks including India-related regulatory allegations, nearly 800 reported layoffs and potential volatility from higher Treasury yields.

Sivia Capital Partners LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 292.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,897 shares of the financial services provider's stock after purchasing an additional 10,352 shares during the quarter. JPMorgan Chase & Co. accounts for 0.6% of Sivia Capital Partners LLC's holdings, making the stock its 22nd largest position. Sivia Capital Partners LLC's holdings in JPMorgan Chase & Co. were worth $4,549,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Arkansas Financial Group Inc. increased its stake in JPMorgan Chase & Co. by 1.1% during the 2nd quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider's stock worth $873,000 after acquiring an additional 30 shares during the period. Sterling Group Wealth Management LLC raised its holdings in JPMorgan Chase & Co. by 0.8% in the 1st quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider's stock valued at $1,183,000 after acquiring an additional 33 shares in the last quarter. Vestia Personal Wealth Advisors grew its holdings in shares of JPMorgan Chase & Co. by 2.7% during the 4th quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider's stock worth $391,000 after purchasing an additional 34 shares in the last quarter. South Street Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.4% during the 4th quarter. South Street Advisors LLC now owns 9,421 shares of the financial services provider's stock worth $3,036,000 after purchasing an additional 34 shares in the last quarter. Finally, Continental Investors Services Inc. increased its position in shares of JPMorgan Chase & Co. by 4.9% in the fourth quarter. Continental Investors Services Inc. now owns 722 shares of the financial services provider's stock worth $225,000 after purchasing an additional 34 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan’s second-quarter Markets revenue increased 35%, supported by particularly strong equities activity. The performance highlights continued trading momentum and supports the bank’s earnings outlook, although comparisons may become more difficult as market activity normalizes. JPMorgan's Q2 Trading Revenues Surge 35%: Can the Momentum Continue?
• Positive Sentiment: JPMorgan reportedly raised its 2026 net interest income outlook to $105.5 billion, with loan and deposit growth expected to offset some pressure from interest rates. Higher expenses could limit the benefit, but the revised forecast remains supportive of earnings. JPMorgan Raises 2026 NII Outlook: What Does It Mean for Earnings?
• Neutral Sentiment: Former JPMorgan Chief Operating Officer Matt Zames is joining the Social Security Administration as an unpaid adviser on modernization. The appointment increases the public profile of a former executive but is not expected to have a direct financial effect on JPMorgan. Trump admin taps former JPMorgan Chase exec Matt Zames to advise Social Security agency
• Negative Sentiment: India’s securities regulator barred a JPMorgan entity from the country’s securities market over alleged stock-market manipulation linked to sharp Sensex movements. The matter creates regulatory, reputational and potentially legal risks, although the reports concern allegations rather than a final determination of wrongdoing. India Bars JPMorgan Unit for Alleged Market Manipulation
• Negative Sentiment: JPMorgan filed six layoff notices affecting nearly 800 employees across several states, the bank’s largest reported level of layoffs since 2015. While the reductions could lower costs, the scale may raise concerns about operating conditions and workforce demand. Layoffs at JPMorgan Hit Highest Level Since 2015
• Negative Sentiment: JPMorgan strategists warned that expanded Treasury bond buybacks could ultimately push long-term yields higher if they fail to address the underlying U.S. fiscal and debt concerns. Higher yields and bond-market volatility can pressure valuations and increase risk across the banking sector. U.S. bond intervention is like paying your mortgage with your credit card

Analyst Upgrades and Downgrades

A number of research analysts recently commented on JPM shares. HSBC boosted their price target on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a "hold" rating in a research note on Monday, May 4th. Weiss Ratings downgraded shares of JPMorgan Chase & Co. from a "buy (b+)" rating to a "buy (b)" rating in a research note on Wednesday. UBS Group raised their target price on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a "buy" rating in a report on Monday, August 3rd. Jefferies Financial Group set a $350.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Finally, Barclays upped their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an "overweight" rating in a report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $359.96.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $351.74 on Friday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. The stock has a market capitalization of $934.99 billion, a P/E ratio of 15.07, a price-to-earnings-growth ratio of 1.45 and a beta of 0.99. The stock has a fifty day moving average of $344.49 and a 200-day moving average of $317.36.

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

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the transaction, the insider owned 73,547 shares of the company's stock, valued at approximately $26,580,621.27. This represents a 3.29% 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 the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the firm's stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares in the company, valued at approximately $13,547,031.53. The trade was a 11.78% 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. 0.41% of the stock is currently owned by corporate 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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