Captrust Financial Advisors Has $274.90 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Captrust Financial Advisors raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 871,509 shares of the financial services provider’s stock after buying an additional 10,947 shares during the period. Captrust Financial Advisors’ holdings in JPMorgan Chase & Co. were worth $274,900,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in JPM. Norges Bank acquired a new position in JPMorgan Chase & Co. during the 2nd quarter valued at about $10,295,209,000. Laurel Wealth Advisors LLC increased its holdings in JPMorgan Chase & Co. by 28,813.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after purchasing an additional 16,727,530 shares in the last quarter. Danske Bank A S purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter worth approximately $696,885,000. Holocene Advisors LP raised its stake in shares of JPMorgan Chase & Co. by 1,033.3% in the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock worth $679,790,000 after purchasing an additional 1,964,958 shares during the last quarter. Finally, Viking Global Investors LP lifted its holdings in shares of 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 purchasing an additional 1,870,386 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the company. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Daiwa Securities Group lifted their price objective on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. The Goldman Sachs Group upped their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Wells Fargo & Company dropped their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 17th. Finally, 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. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average price target of $340.00.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Board approved a quarterly common-stock dividend, which supports income-seeking investors and signals confidence in capital levels. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: JPMorgan hired Yi Zhang from Goldman as co-head of China investment banking, strengthening its Asia franchise and deal pipeline in a high-growth region. This is a strategic hire that can boost investment-banking revenue over time. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Positive Sentiment: JPMorgan will consolidate and expand in Boston — adding ~300 jobs and anchoring a major office tower — signaling investment in growth for banking and advisory teams. That supports revenue capacity in commercial and advisory businesses. Treasury Yields Fall Slightly
• Neutral Sentiment: Management set the Q1 2026 earnings release for 14 April (call/webcast), creating a near-term catalyst that could move the stock depending on results and guidance. Investors may be positioning ahead of the print. JPMorganChase to Host First-Quarter 2026 Earnings Call
• Neutral Sentiment: U.S. Treasury yields ticked down slightly after a well-received 20-year auction; lower front-end yields can stabilize funding costs but also compress net interest margin outlook—mixed implications for bank earnings. Treasury Yields Fall Slightly
• Negative Sentiment: JPMorgan is tightening valuation and lending standards around private-credit collateral and has marked down some loans, highlighting exposure and potential write-downs or slower lending revenue in that space. That remains a key risk driving sector pressure. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
• Negative Sentiment: Broader market/sector risk: banks have been pulled lower by concerns around private-credit contagion and macro volatility (oil, geopolitics), which has weighed on JPM’s valuation despite solid recent earnings. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)
• Negative Sentiment: JPMorgan (as an arranger) and others pulled back from a prospective $5.3B Qualtrics debt deal after investor skepticism on software/AI disruption — a sign of risk aversion in leveraged markets that can reduce fee opportunities. Wall Street Snubs Qualtrics Debt Over AI Disruption Risks

JPMorgan Chase & Co. Trading Up 0.3%

Shares of JPMorgan Chase & Co. stock opened at $286.88 on Wednesday. The firm has a market cap of $773.72 billion, a PE ratio of 14.34, a P/E/G ratio of 1.18 and a beta of 1.06. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The stock has a fifty day moving average price of $304.81 and a 200-day moving average price of $308.22.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the firm earned $4.81 EPS. Equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

Insiders Place Their Bets

In other news, CFO Jeremy Barnum sold 2,892 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total transaction of $886,166.64. Following the completion of the sale, the chief financial officer owned 23,804 shares in the company, valued at $7,294,021.68. This trade represents a 10.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 71,596 shares of company stock valued at $22,067,932. Company insiders own 0.47% of the company’s stock.

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.