Stoneridge Investment Partners LLC Acquires 3,913 Shares of JPMorgan Chase & Co. $JPM

Stoneridge Investment Partners LLC boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 185.1% in the second quarter, HoldingsChannel.com reports. The firm owned 6,027 shares of the financial services provider’s stock after buying an additional 3,913 shares during the period. JPMorgan Chase & Co. accounts for about 1.4% of Stoneridge Investment Partners LLC’s investment portfolio, making the stock its 14th largest holding. Stoneridge Investment Partners LLC’s holdings in JPMorgan Chase & Co. were worth $2,120,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. Timmons Wealth Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at about $27,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth approximately $32,000. MBM Wealth Consultants LLC acquired a new position in shares of JPMorgan Chase & Co. in the first quarter worth approximately $29,000. Aventus Investment Advisors Inc. bought a new stake in JPMorgan Chase & Co. in the second quarter valued at approximately $33,000. Finally, Osbon Capital Management LLC bought a new stake in JPMorgan Chase & Co. in the fourth quarter valued at approximately $35,000. 71.55% of the stock is owned by institutional investors.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s strong earnings and capital-return profile remain key supports. Recent coverage highlighted approximately $16.9 billion in quarterly profit and noted that dividends consume only a portion of earnings, suggesting substantial capacity for reinvestment, buybacks and future distributions. JPMorgan Earnings and Dividend Coverage
• Positive Sentiment: The bank is expanding its European corporate-banking footprint, including a reported 25% staffing increase and a launch in Greece. The initiatives could broaden fee revenue and deepen relationships with multinational clients, although the financial impact is expected to build gradually. JPMorgan European Hiring Expansion
• Positive Sentiment: Analyst and market commentary continues to identify JPMorgan as a relatively attractive, well-capitalized bank with exposure to higher interest rates, investment banking and asset management. Its roughly $1 trillion market-cap milestone reinforces its scale and leadership, though valuation expectations are increasingly tied to CEO Jamie Dimon’s continued execution. JPMorgan $1 Trillion Bank Commentary
• Neutral Sentiment: Insider Robin Leopold sold 2,500 shares for approximately $882,000 under a pre-arranged Rule 10b5-1 plan. The sale reduced her direct holdings by 3.4%, but its planned nature makes it a limited signal about management’s outlook. JPMorgan Insider Transaction
• Negative Sentiment: JPMorgan is among the financial institutions facing heightened scrutiny in India over alleged market manipulation involving affiliated entities. Although trading restrictions were eased after funds deposited alleged gains, investigations and compliance concerns remain an overhang. India Lifts Ban on JPMorgan Unit
• Negative Sentiment: The bank’s decision to contest pressure from the Trump administration could preserve independence but also creates potential litigation, regulatory and political costs. Investors may apply a modest risk discount until the disputes are resolved. JPMorgan and Capital One Political Disputes

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $352.81, for a total transaction of $882,025.00. Following the transaction, the insider owned 71,047 shares in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 10,467 shares of company stock valued at $3,593,651 in the last quarter. 0.41% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of analysts have weighed in on the stock. Wells Fargo & Company increased their target price on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research report on Friday, August 14th. Keefe, Bruyette & Woods upped their price objective on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective for the company in a research report on Wednesday, July 22nd. The Goldman Sachs Group reissued a “buy” rating and set a $418.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, Robert W. Baird boosted their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a report 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 assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $359.96.

JPMorgan Chase & Co. Trading Down 0.4%

Shares of JPM stock opened at $353.38 on Friday. The company has a market cap of $939.34 billion, a P/E ratio of 15.14, a PEG ratio of 1.46 and a beta of 0.98. The stock has a 50 day simple moving average of $351.80 and a two-hundred day simple moving average of $321.87. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.59 by $0.55. The firm had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company’s revenue was up 27.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.96 earnings per share. Research analysts forecast that JPMorgan Chase & Co. will post 24.29 earnings per share for the current year.

About JPMorgan Chase & Co.

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.

The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.