TCV Trust & Wealth Management Inc. Decreases Holdings in JPMorgan Chase & Co. $JPM

TCV Trust & Wealth Management Inc. trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 83,227 shares of the financial services provider’s stock after selling 1,523 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 2.1% of TCV Trust & Wealth Management Inc.’s holdings, making the stock its 12th largest position. TCV Trust & Wealth Management Inc.’s holdings in JPMorgan Chase & Co. were worth $27,243,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of JPM. CRA Financial Services LLC boosted its stake in shares of JPMorgan Chase & Co. by 2.4% in the 2nd quarter. CRA Financial Services LLC now owns 11,963 shares of the financial services provider’s stock worth $3,916,000 after buying an additional 282 shares during the last quarter. MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd increased its position in JPMorgan Chase & Co. by 1.4% during the second quarter. MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd now owns 18,711 shares of the financial services provider’s stock valued at $6,125,000 after acquiring an additional 260 shares during the last quarter. EdgeRock Capital LLC increased its position in JPMorgan Chase & Co. by 13.7% during the second quarter. EdgeRock Capital LLC now owns 4,905 shares of the financial services provider’s stock valued at $1,606,000 after acquiring an additional 592 shares during the last quarter. Perryman Financial Advisory Inc. AD lifted its holdings in JPMorgan Chase & Co. by 1.0% in the second quarter. Perryman Financial Advisory Inc. AD now owns 56,241 shares of the financial services provider’s stock valued at $18,409,000 after acquiring an additional 580 shares during the period. Finally, Lansing Street Advisors lifted its holdings in JPMorgan Chase & Co. by 15.0% in the second quarter. Lansing Street Advisors now owns 2,703 shares of the financial services provider’s stock valued at $885,000 after acquiring an additional 353 shares during the period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan’s second-quarter Markets revenue increased 35%, supported by particularly strong equities activity. The performance highlights continued trading momentum and supports the bank’s earnings outlook, although comparisons may become more difficult as market activity normalizes. JPMorgan’s Q2 Trading Revenues Surge 35%: Can the Momentum Continue?
• Positive Sentiment: JPMorgan reportedly raised its 2026 net interest income outlook to $105.5 billion, with loan and deposit growth expected to offset some pressure from interest rates. Higher expenses could limit the benefit, but the revised forecast remains supportive of earnings. JPMorgan Raises 2026 NII Outlook: What Does It Mean for Earnings?
• Neutral Sentiment: Former JPMorgan Chief Operating Officer Matt Zames is joining the Social Security Administration as an unpaid adviser on modernization. The appointment increases the public profile of a former executive but is not expected to have a direct financial effect on JPMorgan. Trump admin taps former JPMorgan Chase exec Matt Zames to advise Social Security agency
• Negative Sentiment: India’s securities regulator barred a JPMorgan entity from the country’s securities market over alleged stock-market manipulation linked to sharp Sensex movements. The matter creates regulatory, reputational and potentially legal risks, although the reports concern allegations rather than a final determination of wrongdoing. India Bars JPMorgan Unit for Alleged Market Manipulation
• Negative Sentiment: JPMorgan filed six layoff notices affecting nearly 800 employees across several states, the bank’s largest reported level of layoffs since 2015. While the reductions could lower costs, the scale may raise concerns about operating conditions and workforce demand. Layoffs at JPMorgan Hit Highest Level Since 2015
• Negative Sentiment: JPMorgan strategists warned that expanded Treasury bond buybacks could ultimately push long-term yields higher if they fail to address the underlying U.S. fiscal and debt concerns. Higher yields and bond-market volatility can pressure valuations and increase risk across the banking sector. U.S. bond intervention is like paying your mortgage with your credit card

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the 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 completion of the transaction, the insider owned 73,547 shares of the company’s stock, valued at $26,580,621.27. This represents a 3.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction dated 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 transaction, the general counsel owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on JPM shares. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Truist Financial increased their price objective on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research note on Wednesday, July 15th. Weiss Ratings downgraded shares of JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a report on Wednesday. Finally, Barclays boosted their target price on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. One equities 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’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. Trading Up 0.1%

JPMorgan Chase & Co. stock opened at $351.74 on Friday. The stock has a market cap of $934.99 billion, a P/E ratio of 15.07, a PEG ratio of 1.45 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The firm’s 50 day moving average price is $344.49 and its 200-day moving average price is $317.36.

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

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.