JPMorgan Chase & Co. $JPM Shares Sold by Ibex Wealth Advisors

Ibex Wealth Advisors cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 64.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,850 shares of the financial services provider’s stock after selling 16,383 shares during the quarter. Ibex Wealth Advisors’ holdings in JPMorgan Chase & Co. were worth $2,897,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Norges Bank purchased a new stake in JPMorgan Chase & Co. during the 4th quarter valued at approximately $11,396,496,000. Bank of America Corp DE raised its position in JPMorgan Chase & Co. by 15.8% during the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after buying an additional 8,941,351 shares during the last quarter. Cardano Risk Management B.V. raised its position in JPMorgan Chase & Co. by 889.3% during the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock worth $2,794,785,000 after buying an additional 7,796,814 shares during the last quarter. Ascentis Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 32,672.0% in the 2nd quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock worth $1,521,126,000 after acquiring an additional 4,632,891 shares during the period. Finally, American Assets Investment Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 1,172.2% in the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock worth $728,024,000 after acquiring an additional 2,081,800 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider directly owned 73,547 shares in the company, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction 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 directly owned 40,961 shares in the company, valued at $13,547,031.53. This represents a 11.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by company insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Improving credit trends support JPMorgan’s outlook. Card-credit performance is stabilizing, and a lower 2026 loss outlook suggests consumer-credit deterioration may have peaked. Elevated interest rates remain a risk, but the trend could reduce pressure on provisions and earnings. JPMorgan’s Card Credit Trends Improve: Are Losses Past Their Peak?
• Positive Sentiment: Trading strength and falling bond yields are providing a near-term lift. Robust market activity can benefit JPMorgan’s trading and investment-banking businesses, while lower Treasury yields may support fixed-income activity and ease some funding concerns. JPMorgan Jumps as Banks Power the Dow Higher
• Positive Sentiment: Strong recent fundamentals remain an important backdrop. JPMorgan’s latest reported quarter exceeded consensus estimates for both EPS and revenue, with revenue rising sharply year over year and return on equity reaching 18.23%.
• Neutral Sentiment: JPMorgan’s market warning is primarily a broader risk signal. Strategists see a split in the artificial-intelligence trade resembling the period before the dot-com crash and warn of a possible autumn sell-off. This could increase market volatility, although it does not directly weaken JPMorgan’s operating results. JPMorgan sends stark warning on AI stocks, cites dotcom worries
• Negative Sentiment: Shareholder lawsuits over multibillion-dollar buyout deals create legal and reputational risk. JPMorgan and Morgan Stanley are defending claims concerning their roles in private-equity transactions. The financial impact is uncertain, but litigation could lead to costs or regulatory scrutiny. Market Chatter: JPMorgan, Morgan Stanley Sued Over Role in Multibillion-Dollar Buyout Deals
• Negative Sentiment: An India-related regulatory dispute adds another compliance overhang. A JPMorgan unit reportedly plans to argue that any breach was technical, but the matter could still produce legal costs or damage the bank’s regulatory reputation. JPMorgan Unit to Argue Any India Regulatory Breach Was Technical

JPMorgan Chase & Co. Trading Up 1.4%

Shares of JPM opened at $356.33 on Tuesday. The company has a market capitalization of $947.21 billion, a P/E ratio of 15.27, a P/E/G ratio of 1.45 and a beta of 0.99. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The stock has a 50-day moving average price of $345.23 and a 200 day moving average price of $317.72.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.59 by $0.55. The company had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same period in the previous year, the business earned $4.96 EPS. Sell-side analysts forecast that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. Truist Financial increased their price target on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a report on Wednesday, July 15th. Keefe, Bruyette & Woods lifted their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft upgraded JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price on the stock in a research report on Wednesday, July 22nd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $418.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, Royal Bank Of Canada raised their price objective on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $359.96.

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.