Maridea Wealth Management LLC Buys 2,028 Shares of JPMorgan Chase & Co. $JPM

Posted by Brenda Bartman on Sep 10th, 2026

Maridea Wealth Management LLC grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 79.5% during the second quarter, Holdings Channel reports. The institutional investor owned 4,579 shares of the financial services provider’s stock after buying an additional 2,028 shares during the period. Maridea Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $1,499,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Timmons Wealth Management LLC purchased a new position in JPMorgan Chase & Co. during the fourth quarter valued at approximately $27,000. MBM Wealth Consultants LLC purchased a new stake in shares of JPMorgan Chase & Co. in the first quarter worth $29,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at $32,000. Aventus Investment Advisors Inc. purchased a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at $33,000. Finally, Osbon Capital Management LLC purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter valued at $35,000. 71.55% of the stock is currently owned by institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

Positive Sentiment: European expansion: JPMorgan is reportedly launching corporate-banking operations in Greece and expanding staffing there by 25%. The move strengthens its European franchise and creates longer-term revenue opportunities, though Greece is small relative to the bank’s overall balance sheet. JPMorgan Gains as Its European Hiring Offensive Reaches Greece
Positive Sentiment: Asset-management inflows: J.P. Morgan Asset Management closed its inaugural U.S. net-lease real-estate fund with $1.1 billion in commitments, highlighting demand for income-focused products and supporting fee-generating growth. J.P. Morgan Asset Management Closes Inaugural U.S. Net Lease Fund
Positive Sentiment: Rate resilience: Analysts continue to identify JPM as a relatively defensive bank if interest rates remain elevated, citing its balance sheet, cash generation and capital-return capacity. Investors are also watching the Federal Reserve’s September decision for potential effects on net interest income and trading activity. 3 Stocks to Buy and Hold for Higher Interest Rates
Positive Sentiment: India trading ban lifted: Indian authorities allowed JPMorgan-linked entities to resume trading after a payment tied to alleged unlawful gains. The move removes an immediate operating restriction, although the underlying investigation continues. India Lifts Ban on JPMorgan Unit
Neutral Sentiment: JPMorgan’s institute reported that U.S. companies continue paying substantially higher tariffs, providing economic data but no direct change to the bank’s earnings outlook. No Industry Is Spared From Costly U.S. Tariff Regime
Negative Sentiment: Regulatory and political risks: JPMorgan’s chief executive is expected to meet U.K. officials amid concerns about a possible bank windfall tax. Separately, India is intensifying scrutiny of global firms, including JPMorgan, over alleged market misconduct—risks that could increase compliance costs or constrain operations. JP Morgan Boss to Meet Healey
Negative Sentiment: JPMorgan’s $44 billion JEPI ETF faces new competition from Principal’s recently launched equity-income ETF, creating a potential long-term threat to asset flows and fee growth, though the near-term impact appears limited. Principal Launches an Equity Premium Income ETF

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the sale, the insider owned 73,547 shares of the company’s stock, valued at $26,580,621.27. The trade was a 3.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through 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 company’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the sale, 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. UBS Group upped their price objective on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a research note on Monday, August 3rd. 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. Wells Fargo & Company boosted their price target on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a report on Friday, August 14th. Keefe, Bruyette & Woods upped their price target on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 15th. Finally, Citigroup increased their price objective on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a report on Monday, July 20th. One 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 company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.

Get Our Latest Research Report on JPM

JPMorgan Chase & Co. Stock Up 0.5%

JPM opened at $355.17 on Thursday. The firm has a 50-day simple moving average of $351.41 and a two-hundred day simple moving average of $321.57. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. The company has a market capitalization of $944.10 billion, a PE ratio of 15.22, a price-to-earnings-growth ratio of 1.45 and a beta of 0.98. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. During the same quarter last year, the business posted $4.96 earnings per share. The business’s quarterly revenue was up 27.7% compared to the same quarter last year. Analysts forecast that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Profile

(Free Report)

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.