ETF Holdings Breakdown of JPM

News associated with JPM

Notable ETF Inflow Detected - IWD, JPM, WMT, JNJ

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 1000 Value ETF (Symbol: IWD) where we have detected an approximate $667.9 million dollar inflow -- that's a 1.2% increase week over w - 2025-04-17 15:10:35

Truist Financial Has Lowered Expectations for JPMorgan Chase & Co. (NYSE:JPM) Stock Price

JPMorgan Chase & Co. (NYSE:JPM) had its price target cut by equities research analysts at Truist Financial from $264.00 to $251.00 in a research note issued on Monday,Benzinga reports. The brokerage currently has a “hold” rating on the financial services provider’s stock. Truist Financial’s target price points to a potential upside of 7.71% from the […] - 2025-04-16 07:20:51

Rep. Jefferson Shreve Sells Off Shares of JPMorgan Chase & Co. (NYSE:JPM)

Representative Jefferson Shreve (R-Indiana) recently sold shares of JPMorgan Chase & Co. (NYSE:JPM). In a filing disclosed on April 11th, the Representative disclosed that they had sold between $15,001 and $50,000 in JPMorgan Chase & Co. stock on March 13th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account. Representative Jefferson Shreve […] - 2025-04-16 06:02:49

1 Wall Street Analyst Thinks JPMorgan Chase Stock Is Going to $260. Is It a Buy?

One analyst believes JPMorgan Chase (NYSE: JPM) stock isn't the bargain it once was. He substantially lowered his price target on the "Big Four" U.S. bank last week, yet he remains bullish on its prospects. Here's a detail or several about his new take on the company, and whether - 2025-04-16 05:42:59

JPMorgan Chase & Co. (NYSE:JPM) Downgraded by StockNews.com to “Sell”

StockNews.com downgraded shares of JPMorgan Chase & Co. (NYSE:JPM) from a hold rating to a sell rating in a research note released on Monday. JPM has been the topic of several other reports. Truist Financial lowered their price target on shares of JPMorgan Chase & Co. from $264.00 to $251.00 and set a “hold” rating […] - 2025-04-15 05:52:43

JPMorgan Chase & Co. (NYSE:JPM) Shares Down 0.4% on Analyst Downgrade

JPMorgan Chase & Co. (NYSE:JPM)’s stock price traded down 0.4% on Monday after StockNews.com downgraded the stock from a hold rating to a sell rating. The stock traded as low as $234.03 and last traded at $235.24. 3,824,297 shares were traded during trading, a decline of 60% from the average session volume of 9,623,687 shares. […] - 2025-04-15 05:14:55

JPMorgan, Wells Fargo, Morgan Stanley, Netflix, UnitedHealthcare, Johnson & Johnson and CSX Corp are part of Zacks Earnings Preview

JPMorgan, Wells Fargo, Morgan Stanley, Netflix, UnitedHealthcare, Johnson & Johnson and CSX Corp have been highlighted in this Earnings Preview article. - 2025-04-14 07:22:00

Dow Movers: SHW, JPM

In early trading on Friday, shares of JPMorgan Chase topped the list of the day's best performing Dow Jones Industrial Average components, trading up 2.4%. Year to date, JPMorgan Chase has lost about 3.0% of its value. And the worst performing Dow component thus far on the day - 2025-04-11 15:03:01

Notable Monday Option Activity: JPM, DELL, BAC

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in JPMorgan Chase & Co (Symbol: JPM), where a total of 66,446 contracts have traded so far, representing approximately 6.6 million underlying shares. That amounts to abo - 2025-04-07 17:54:37

Here's What to Expect From JPMorgan Chase's Next Earnings Report

JPMorgan Chase is scheduled to announce its first-quarter results this month, with analysts anticipating a marginal earnings dip. - 2025-04-03 13:45:20

JPMorgan Chase & Co. (NYSE:JPM) Stock Price Down 0.1% After Analyst Downgrade

JPMorgan Chase & Co. (NYSE:JPM)’s stock price dropped 0.1% during trading on Tuesday after Bank of America lowered their price target on the stock from $285.00 to $284.00. Bank of America currently has a buy rating on the stock. JPMorgan Chase & Co. traded as low as $240.88 and last traded at $245.02. Approximately 1,953,554 […] - 2025-04-03 05:44:44

JPMorgan Chase & Co. (NYSE:JPM) Stock Holdings Increased by Ausdal Financial Partners Inc.

Ausdal Financial Partners Inc. lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 103.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 17,497 shares of the financial services provider’s stock after purchasing an additional 8,897 shares during the quarter. […] - 2025-03-31 09:28:57

JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by UNIVEST FINANCIAL Corp

UNIVEST FINANCIAL Corp cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 0.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,616 shares of the financial services provider’s stock after selling 267 shares during the period. UNIVEST FINANCIAL Corp’s holdings in […] - 2025-03-31 09:28:57

Morey & Quinn Wealth Partners LLC Invests $357,000 in JPMorgan Chase & Co. (NYSE:JPM)

Morey & Quinn Wealth Partners LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 1,488 shares of the financial services provider’s stock, valued at approximately $357,000. A number of […] - 2025-03-31 09:28:56

JPMorgan Chase & Co. (NYSE:JPM) Position Lifted by Trust Investment Advisors

Trust Investment Advisors increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 4.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 10,331 shares of the financial services provider’s stock after purchasing an additional 439 shares during the period. JPMorgan Chase & Co. accounts for 1.6% of Trust Investment Advisors’ investment portfolio, making […] - 2025-03-31 09:28:56

JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Wambolt & Associates LLC

Wambolt & Associates LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 37.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,474 shares of the financial services provider’s stock after selling 3,265 shares during the quarter. Wambolt & Associates LLC’s holdings in JPMorgan Chase & Co. were worth $1,312,000 […] - 2025-03-31 09:28:55

Summitry LLC Trims Stake in JPMorgan Chase & Co. (NYSE:JPM)

Summitry LLC lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 20.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,799 shares of the financial services provider’s stock after selling 717 shares during the quarter. Summitry LLC’s holdings in JPMorgan […] - 2025-03-31 09:28:55

Financial Counselors Inc. Sells 3,215 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Financial Counselors Inc. lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 467,165 shares of the financial services provider’s stock after selling 3,215 shares during […] - 2025-03-31 09:28:48

Momentous Wealth Management Inc. Acquires Shares of 1,193 JPMorgan Chase & Co. (NYSE:JPM)

Momentous Wealth Management Inc. bought a new stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 1,193 shares of the financial services provider’s stock, valued at approximately $286,000. JPMorgan Chase & Co. accounts […] - 2025-03-31 08:32:56

JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.0% in the 4th quarter, Holdings Channel reports. The firm owned 1,521,986 shares of the financial services provider’s stock after selling 97,104 shares during the period. JPMorgan Chase & Co. accounts for 0.9% of Mitsubishi UFJ Trust […] - 2025-03-31 08:32:55

Bay Capital Advisors LLC Acquires Shares of 8,457 JPMorgan Chase & Co. (NYSE:JPM)

Bay Capital Advisors LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 8,457 shares of the financial services provider’s stock, valued at approximately $2,027,000. JPMorgan Chase & Co. comprises 1.6% of Bay […] - 2025-03-31 08:32:54

JPMorgan Chase & Co. (NYSE:JPM) Shares Bought by Aire Advisors LLC

Aire Advisors LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 12,650 shares of the financial services provider’s stock after purchasing an additional 491 shares during the period. Aire Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $3,032,000 […] - 2025-03-31 08:32:54

Heritage Wealth Management Inc. CA Acquires 1,034 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Heritage Wealth Management Inc. CA grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 151.6% during the 4th quarter, HoldingsChannel reports. The fund owned 1,716 shares of the financial services provider’s stock after buying an additional 1,034 shares during the period. Heritage Wealth Management Inc. CA’s holdings in JPMorgan Chase & Co. […] - 2025-03-31 08:32:53

Potentia Wealth Invests $421,000 in JPMorgan Chase & Co. (NYSE:JPM)

Potentia Wealth acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 1,758 shares of the financial services provider’s stock, valued at approximately $421,000. Other hedge funds also recently made changes to their […] - 2025-03-31 08:32:53

First American Trust FSB Trims Stake in JPMorgan Chase & Co. (NYSE:JPM)

First American Trust FSB cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 34.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 70,427 shares of the financial services provider’s stock after selling 36,415 shares during the period. JPMorgan […] - 2025-03-31 08:32:53

Prestige Wealth Management Group LLC Increases Stake in JPMorgan Chase & Co. (NYSE:JPM)

Prestige Wealth Management Group LLC grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 14,730 shares of the financial services provider’s stock after purchasing an additional 310 […] - 2025-03-31 08:32:52

Meiji Yasuda Asset Management Co Ltd. Purchases 3,228 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Meiji Yasuda Asset Management Co Ltd. boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 124,257 shares of the financial services provider’s stock after purchasing an additional 3,228 shares during the […] - 2025-03-31 08:32:52

FineMark National Bank & Trust Sells 1,655 Shares of JPMorgan Chase & Co. (NYSE:JPM)

FineMark National Bank & Trust lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 148,521 shares of the financial services provider’s stock after selling 1,655 shares during the period. JPMorgan Chase & […] - 2025-03-31 08:32:51

JPMorgan Chase & Co. (NYSE:JPM) Shares Purchased by Zions Bancorporation N.A.

Zions Bancorporation N.A. grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 16.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,041 shares of the financial services provider’s stock after acquiring an additional 1,884 shares during the […] - 2025-03-31 08:32:51

WorthPointe LLC Has $371,000 Holdings in JPMorgan Chase & Co. (NYSE:JPM)

WorthPointe LLC lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,546 shares of the financial services provider’s stock after purchasing an additional 43 shares during the quarter. WorthPointe LLC’s holdings […] - 2025-03-31 08:32:51

JPM institutional holdings

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Date	ETF ISIN/Name	Num Shares	Book value