Algert Global LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 39.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,118 shares of the financial services provider’s stock after buying an additional 6,883 shares during the period. Algert Global LLC’s holdings in JPMorgan Chase & Co. were worth $7,608,000 as of its most recent SEC filing.
Several other large investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in JPMorgan Chase & Co. during the 2nd quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC lifted its holdings in JPMorgan Chase & Co. by 28,813.7% in 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 buying an additional 16,727,530 shares during the period. Viking Global Investors LP lifted its holdings in JPMorgan Chase & Co. by 86.1% in 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 buying an additional 1,870,386 shares during the period. KBC Group NV boosted its stake in 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 valued at $744,072,000 after acquiring an additional 924,915 shares during the last quarter. Finally, Mawer Investment Management Ltd. grew its holdings in JPMorgan Chase & Co. by 187.5% during 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 acquiring an additional 809,976 shares during the period. 71.55% of the stock is owned by institutional investors.
Insider Buying and Selling at JPMorgan Chase & Co.
In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Robin Leopold sold 432 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total value of $132,684.48. Following the sale, the insider directly owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. The trade was a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,596 shares of company stock worth $22,067,932 over the last three months. Company insiders own 0.47% of the company’s stock.
JPMorgan Chase & Co. Stock Performance
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the previous year, the firm earned $4.81 earnings per share. The company’s revenue was up 7.1% on a year-over-year basis. As a group, research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.
Trending Headlines about JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: MarketBeat highlights JPM as one of several large-cap financials now in oversold territory with a low forward P/E and an attractive value setup if the sector stabilizes — a potential buying opportunity for value-oriented investors. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
- Positive Sentiment: Brokerage consensus remains constructive: JPM has a “Moderate Buy” consensus from analyst coverage, which supports the case for upside if macro/sector headwinds ease. JPMorgan Chase & Co. (NYSE:JPM) Given Consensus Recommendation of “Moderate Buy” by Brokerages
- Positive Sentiment: Chase product update: Chase announced Q2 2026 Chase Freedom 5% cash-back categories (Amazon, Whole Foods, Chase Travel, Feeding America) — a consumer-facing move that can help card engagement and spend volumes, modestly supportive for card revenue and customer retention. Chase Freedom® Announces Q2 2026 5% Cash Back Categories
- Neutral Sentiment: JPMorgan executives are publicly advising investors to look through short-term volatility and pointing to sector rotation opportunities — useful for sentiment but not an immediate earnings driver. JPMorgan’s Das on Opportunities for Investors Amid Market Volatility
- Neutral Sentiment: J.P. Morgan’s conferences continue to draw management teams (e.g., Watsco, Southwest) — these events increase investor access and can catalyze stock-specific flows but are routine and not typically a major directional driver for JPM’s own shares. Watsco to Participate in the J.P. Morgan Industrials Conference
- Negative Sentiment: Sector and credit worries: analysts and MarketBeat note that financials, including JPM, have been hit by spread fears related to private-credit exposure and a broader risk-off move — this remains the primary near-term headwind to the stock. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
- Negative Sentiment: Macro shock risk: JPMorgan research warns higher oil prices could trigger a large market downturn, and the firm’s own analysis on strategic oil reserve limits highlights how geopolitical shocks can quickly weigh on banks via markets and credit channels. That risk keeps investor sentiment fragile. JPMorgan says higher oil prices could spark a ‘domino effect’ that tanks the S&P 500 by 15%
Wall Street Analyst Weigh In
Several analysts have commented on the stock. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. The Goldman Sachs Group upped their price objective on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a report on Monday, January 26th. CICC Research began coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 target price on the stock. Finally, Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. One 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, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus target price of $340.00.
Read Our Latest Stock Analysis on JPMorgan Chase & Co.
About JPMorgan Chase & Co.
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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