JPMorgan Chase & Co. (NYSE:JPM) Stock Rating Lowered by Wall Street Zen

JPMorgan Chase & Co. (NYSE:JPM) was downgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research report issued to clients and investors on Saturday.

A number of other equities analysts have also issued reports on JPM. Wells Fargo & Company raised their price target on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of JPMorgan Chase & Co. from $300.00 to $320.00 and gave the stock a “hold” rating in a research note on Tuesday, September 30th. KGI Securities boosted their target price on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research report on Wednesday, October 15th. Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a report on Thursday, October 23rd. Finally, UBS Group lifted their price objective on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, October 7th. Fourteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $333.90.

JPMorgan Chase & Co. Stock Down 0.1%

JPMorgan Chase & Co. stock opened at $329.34 on Friday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.86 and a current ratio of 0.86. The business’s 50-day simple moving average is $315.25 and its two-hundred day simple moving average is $304.26. The company has a market cap of $896.55 billion, a PE ratio of 16.31, a PEG ratio of 1.61 and a beta of 1.07. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.83 by $0.24. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The firm had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. During the same period last year, the business posted $4.37 earnings per share. The company’s revenue for the quarter was up 8.8% compared to the same quarter last year. Equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the transaction, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.47% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in JPM. Brighton Jones LLC lifted its stake in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares in the last quarter. Acorns Advisers LLC lifted its position in shares of JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares in the last quarter. Jones Financial Companies Lllp lifted its position in shares of JPMorgan Chase & Co. by 28.0% in the first quarter. Jones Financial Companies Lllp now owns 769,996 shares of the financial services provider’s stock valued at $187,275,000 after acquiring an additional 168,224 shares in the last quarter. Cullen Investment Group LTD. boosted its stake in shares of JPMorgan Chase & Co. by 1.7% in the second quarter. Cullen Investment Group LTD. now owns 103,470 shares of the financial services provider’s stock worth $29,997,000 after acquiring an additional 1,776 shares during the last quarter. Finally, Private Client Services LLC increased its position in shares of JPMorgan Chase & Co. by 20.6% during the second quarter. Private Client Services LLC now owns 8,310 shares of the financial services provider’s stock worth $2,409,000 after purchasing an additional 1,419 shares in the last quarter. 71.55% of the stock is 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: Large institutional buying: SG Americas disclosed a big 13F build into JPM (~6.2M shares, ~$2.0B), signaling strong hedge‑fund/institutional demand that supports the stock. Fund Update: SG Americas Securities, LLC Just Disclosed New Holdings
• Positive Sentiment: Apple Card deal: Chase will become the new issuer of the Apple Card, adding ~ $20B of balances and expanding its consumer credit franchise — a longer‑term revenue and deposit win. Chase to become new issuer of Apple Card
• Positive Sentiment: Blockchain product expansion: Kinexys by J.P. Morgan will integrate JPM Coin issuance with Digital Asset’s Canton network — a strategic move that extends JPM’s digital‑asset product footprint and fee opportunities. Kinexys by J.P. Morgan to Integrate Deposit Token With Canton Blockchain
• Positive Sentiment: Geographic opportunity: Coverage notes that JPMorgan is well positioned to capture trade‑finance and lending opportunities as U.S. involvement in Venezuela’s oil sector increases — a potential source of new deals/revenues. Focus: Banks eye Venezuela investment, JPMorgan seen with advantage
• Neutral Sentiment: Analyst tone & upgrades: Several brokers have a constructive view (price‑target increases and upgrades to Hold/Buy), which supports medium‑term valuation thesis ahead of the Jan. 13 Q4 print. Watch post‑earnings guidance for impact. Analyst Says JPMorgan Trading At A Discount…
• Neutral Sentiment: Pre‑earnings uncertainty: Multiple previews and estimate revisions are circulating; trading can be choppy until JPM’s Q4 results and disclosures on credit metrics and expenses are released. JPM Q4 Earnings on Deck
• Negative Sentiment: Near‑term cost/reserve impact from Apple Card transition: reports indicate JPM plans a ~$2.2B provision tied to taking over the Apple Card business, which could weigh on Q4 earnings and near‑term EPS. JPM to Take Over Apple Card, Plans to Record a $2.2B Provision in Q4
• Negative Sentiment: Governance/operational moves: JPMorgan has cut ties with proxy advisers and is deploying an AI voting tool — a controversial governance change that could attract scrutiny and cause short‑term investor discomfort. JPMorgan abandons proxy advisers and turns to AI

JPMorgan Chase & Co. Company 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.