JPMorgan Chase & Co. (NYSE:JPM) Holdings Trimmed by Wiley BROS. Aintree Capital LLC

Wiley BROS. Aintree Capital LLC trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 1.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,395 shares of the financial services provider’s stock after selling 93 shares during the period. Wiley BROS. Aintree Capital LLC’s holdings in JPMorgan Chase & Co. were worth $858,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Premier Asset Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 1.7% during the 3rd quarter. Premier Asset Management LLC now owns 4,635 shares of the financial services provider’s stock valued at $484,000 after acquiring an additional 77 shares in the last quarter. Trellis Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 2.8% during the 3rd quarter. Trellis Advisors LLC now owns 2,897 shares of the financial services provider’s stock valued at $302,000 after acquiring an additional 79 shares in the last quarter. Karpas Strategies LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.4% during the 3rd quarter. Karpas Strategies LLC now owns 21,537 shares of the financial services provider’s stock valued at $2,251,000 after acquiring an additional 80 shares in the last quarter. Wulff Hansen & CO. grew its holdings in shares of JPMorgan Chase & Co. by 0.5% during the 3rd quarter. Wulff Hansen & CO. now owns 14,665 shares of the financial services provider’s stock valued at $1,532,000 after acquiring an additional 80 shares in the last quarter. Finally, Commons Capital LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.8% during the 3rd quarter. Commons Capital LLC now owns 10,465 shares of the financial services provider’s stock valued at $1,094,000 after acquiring an additional 82 shares in the last quarter. 67.89% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

JPM has been the topic of several research analyst reports. Citigroup boosted their price target on shares of JPMorgan Chase & Co. from $150.00 to $165.00 in a report on Tuesday, January 17th. StockNews.com started coverage on shares of JPMorgan Chase & Co. in a research note on Thursday. They issued a “hold” rating for the company. Morgan Stanley lifted their price objective on shares of JPMorgan Chase & Co. from $167.00 to $173.00 and gave the company an “overweight” rating in a research note on Friday, February 24th. Barclays lifted their price objective on shares of JPMorgan Chase & Co. from $162.00 to $189.00 and gave the company an “overweight” rating in a research note on Tuesday, January 3rd. Finally, Oppenheimer lifted their price objective on shares of JPMorgan Chase & Co. from $177.00 to $186.00 and gave the company an “outperform” rating in a research note on Thursday, February 2nd. Six research analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average target price of $150.78.

Insider Activity

In other news, CEO Mary E. Erdoes sold 10,340 shares of the company’s stock in a transaction dated Tuesday, January 17th. The shares were sold at an average price of $140.29, for a total transaction of $1,450,598.60. Following the completion of the transaction, the chief executive officer now owns 544,136 shares of the company’s stock, valued at $76,336,839.44. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In related news, CEO Mary E. Erdoes sold 10,340 shares of the company’s stock in a transaction dated Tuesday, January 17th. The shares were sold at an average price of $140.29, for a total value of $1,450,598.60. Following the sale, the chief executive officer now owns 544,136 shares of the company’s stock, valued at $76,336,839.44. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Mellody L. Hobson bought 375 shares of the stock in a transaction that occurred on Thursday, January 19th. The stock was acquired at an average cost of $134.53 per share, for a total transaction of $50,448.75. Following the purchase, the director now owns 22,040 shares of the company’s stock, valued at $2,965,041.20. The disclosure for this purchase can be found here. Over the last 90 days, insiders sold 37,887 shares of company stock valued at $5,315,762. Insiders own 0.79% of the company’s stock.

JPMorgan Chase & Co. Stock Down 3.8 %

Shares of JPM opened at $125.81 on Friday. The company has a 50-day simple moving average of $139.06 and a 200-day simple moving average of $129.31. The firm has a market capitalization of $370.30 billion, a P/E ratio of 10.41, a P/E/G ratio of 1.99 and a beta of 1.12. The company has a debt-to-equity ratio of 1.12, a quick ratio of 0.84 and a current ratio of 0.84. JPMorgan Chase & Co. has a 52 week low of $101.28 and a 52 week high of $144.34.

JPMorgan Chase & Co. (NYSE:JPM – Get Rating) last announced its quarterly earnings data on Friday, January 13th. The financial services provider reported $3.57 EPS for the quarter, beating analysts’ consensus estimates of $3.11 by $0.46. The business had revenue of $34.55 billion during the quarter, compared to analyst estimates of $34.23 billion. JPMorgan Chase & Co. had a net margin of 24.34% and a return on equity of 14.68%. The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.33 earnings per share. On average, equities research analysts expect that JPMorgan Chase & Co. will post 12.9 earnings per share for the current year.

JPMorgan Chase & Co. Profile

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JPMorgan Chase & Co is a financial holding company, which engages in providing financial and investment banking services. The firm offers a range of investment banking products and services in all capital markets, including advising on corporate strategy and structure, capital raising in equity and debt markets, risk management, market making in cash securities and derivative instruments, and brokerage and research.