Mosley Wealth Management Sells 2,815 Shares of JPMorgan Chase & Co. $JPM

Mosley Wealth Management lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 34.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,349 shares of the financial services provider’s stock after selling 2,815 shares during the period. Mosley Wealth Management’s holdings in JPMorgan Chase & Co. were worth $1,751,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Cooper Capital Advisors LLC lifted its position in JPMorgan Chase & Co. by 5.1% in the second quarter. Cooper Capital Advisors LLC now owns 32,690 shares of the financial services provider’s stock valued at $10,700,000 after purchasing an additional 1,596 shares during the last quarter. Warren Street Wealth Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 1.8% in the second quarter. Warren Street Wealth Advisors LLC now owns 3,114 shares of the financial services provider’s stock worth $1,019,000 after purchasing an additional 54 shares during the last quarter. Alecta Tjanstepension Omsesidigt increased its stake in shares of JPMorgan Chase & Co. by 28.6% in the second quarter. Alecta Tjanstepension Omsesidigt now owns 1,860,500 shares of the financial services provider’s stock worth $608,756,000 after buying an additional 414,200 shares during the period. ABN Amro Investment Solutions increased its stake in shares of JPMorgan Chase & Co. by 18.6% in the second quarter. ABN Amro Investment Solutions now owns 383,145 shares of the financial services provider’s stock worth $125,415,000 after buying an additional 60,034 shares during the period. Finally, Apollon Financial LLC raised its holdings in JPMorgan Chase & Co. by 1.3% during the 2nd quarter. Apollon Financial LLC now owns 14,617 shares of the financial services provider’s stock valued at $4,785,000 after buying an additional 185 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

JPM has been the subject of several analyst reports. Bank of America increased their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. HSBC boosted their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research report on Monday, May 4th. Morgan Stanley reiterated a “positive” rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Wells Fargo & Company boosted their price target on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a report on Friday. Finally, Keefe, Bruyette & Woods upped their price target on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $359.96.

Insider Activity

In other news, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction dated 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 owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This represents a 3.29% 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. Insiders own 0.41% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Wells Fargo reportedly sees JPMorgan reaching the historic $1 trillion valuation milestone within days and believes the bank could potentially double its market value over the next seven to eight years. The forecast reinforces the bullish “Jamie premium” surrounding CEO Jamie Dimon’s long-term leadership. Wells Fargo makes aggressive JPMorgan prediction
• Positive Sentiment: Recent analyst commentary highlights JPMorgan’s earnings resilience, broad business mix and price strength versus competitors such as Truist, despite JPM’s less-discounted valuation and lower dividend yield. Its latest quarterly results also showed substantial revenue growth and an earnings beat. JPMorgan vs. Truist
• Positive Sentiment: JPMorgan is expanding its customer and wealth-management footprint, including a new Chicago flagship combining Chase banking with J.P. Morgan Private Client services. The bank plans more than 160 new branches and nearly 600 renovations in 2026, supporting long-term deposit, lending and fee growth. JPMorganChase opens Chicago flagship
• Positive Sentiment: The bank continues developing growth initiatives across blockchain payments, housing finance and institutional lending. It is also reportedly part of a lending syndicate supporting Anthropic’s pre-IPO financing, which could provide investment-banking and financing fees, although the direct earnings impact is unclear. JPMorgan housing, bonds and blockchain expansion
• Neutral Sentiment: J.P. Morgan Life Sciences Private Capital appointed Bruce N. Rogers, Ph.D., as a venture partner. The move strengthens the asset-management unit’s investment expertise but is unlikely to materially affect near-term JPM earnings. J.P. Morgan Life Sciences Private Capital appointment
• Negative Sentiment: Jamie Dimon cautioned the U.K. government against imposing tougher bank taxes, warning that higher costs could reduce financial-sector employment and competitiveness. Similar policy pressure remains a regulatory risk for JPMorgan’s international operations. Dimon cautions against tougher UK bank taxes
• Negative Sentiment: JPMorgan strategists and executives warned of potential global food inflation and questioned whether parts of the artificial-intelligence investment boom resemble the excesses preceding the 2008 housing crash. These warnings could increase investor caution around inflation, credit and market valuations, though they are not direct indications of deterioration at JPMorgan. JPMorgan executive warns on AI boom

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $363.30 on Wednesday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The stock has a market cap of $965.71 billion, a PE ratio of 15.57, a price-to-earnings-growth ratio of 1.49 and a beta of 0.99. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The company’s fifty day moving average price is $342.14 and its 200-day moving average price is $316.43.

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

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.