WINTON GROUP Ltd Grows Stock Holdings in JPMorgan Chase & Co. $JPM

Key Points

• WINTON GROUP Ltd boosted its stake in JPMorgan Chase by 104.3% in Q3 to 14,153 shares, worth about $4.46 million.
• Insider selling was notable: General Counsel Stacey Friedman sold 3,404 shares and CEO Troy L. Rohrbaugh sold 50,000 shares, with insiders selling 71,596 shares totaling roughly $22.07 million over the past three months.
• Credit and legal risks are mounting — JPMorgan has restricted lending to private‑credit firms and repriced/marked down AI‑exposed software loans, and faces a proposed class action tied to a $328 million crypto Ponzi.

WINTON GROUP Ltd boosted its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 104.3% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 14,153 shares of the financial services provider's stock after acquiring an additional 7,226 shares during the period. WINTON GROUP Ltd's holdings in JPMorgan Chase & Co. were worth $4,464,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mizuho Securities Co. Ltd. raised its stake in shares of JPMorgan Chase & Co. by 450.0% during 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 position in JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC grew its position in JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock valued at $33,000 after buying an additional 50 shares during the last quarter. Collier Financial acquired a new position in JPMorgan Chase & Co. in the 3rd quarter valued at $60,000. Finally, Clarity Asset Management Inc. increased its stake in 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 valued at $63,000 after buying an additional 101 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the company's stock in a transaction that occurred 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 sale, the general counsel owned 61,949 shares in the company, valued at $18,981,173.60. This represents a 5.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm's stock in a transaction that occurred on Thursday, February 19th. The shares were 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 directly owned 111,279 shares of the company's stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 71,596 shares of company stock worth $22,067,932. Corporate insiders own 0.47% of the company's stock.

Analysts Set New Price Targets

Several analysts have recently commented on JPM shares. Robert W. Baird raised their target price on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a "neutral" rating in a research note on Wednesday, March 4th. Truist Financial dropped their price target on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the stock a "hold" rating in a report on Thursday, February 5th. Wells Fargo & Company lowered their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating on the stock in a report on Tuesday, February 17th. Finally, Barclays reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. One equities research 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. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $340.00.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Zacks upgraded JPMorgan to a Strong Buy, highlighting favorable earnings prospects and dividend appeal which could attract long-term buyers. JPMorgan Chase & Co. (JPM) Upgraded to Strong Buy
• Neutral Sentiment: A Fortune profile on CEO Jamie Dimon (age 70) is largely human-interest; it reinforces stable leadership but is unlikely to move the share price materially. Jamie Dimon profile — Fortune
• Neutral Sentiment: JPMorgan warns of “persistent” retail investor fatigue amid Iran-related market stress; this points to weaker market breadth and can amplify bank-sector weakness during risk-off episodes. Retail investor fatigue — MarketWatch
• Negative Sentiment: JPMorgan has restricted lending to private-credit firms after marking down collateral values for software loans — a sign the bank is pulling back risk exposure and facing valuation/liquidity pressure in the $2T private-credit market. That action directly pressures profitability and increases uncertainty for future fee income. JPMorgan restricts private-credit lending — Reuters
• Negative Sentiment: Relatedly, the firm marked down and repriced loans to AI‑exposed software companies, signaling credit-quality concerns in tech/private-credit portfolios — this can hit net interest margin and provoke further provisioning. JPMorgan reprices AI-exposed software loans — Yahoo
• Negative Sentiment: JPMorgan faces a proposed class action alleging it enabled a $328M crypto Ponzi; legal exposure and potential compliance reputational costs add to near-term risk and headline sensitivity for the stock. JPMorgan sued over alleged role in $328M crypto Ponzi — Cointelegraph

JPMorgan Chase & Co. Price Performance

Shares of JPM traded up $3.21 during trading hours on Friday, reaching $286.10. The company had a trading volume of 1,937,441 shares, compared to its average volume of 11,136,328. 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. has a 12-month low of $202.16 and a 12-month high of $337.25. The firm has a 50 day simple moving average of $307.57 and a 200-day simple moving average of $308.38. The company has a market capitalization of $771.61 billion, a price-to-earnings ratio of 14.29, a PEG ratio of 1.19 and a beta of 1.06.

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 EPS for the quarter, topping 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 firm had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the previous year, the firm earned $4.81 earnings per share. The firm's revenue was up 7.1% on a year-over-year basis. Research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

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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