Sand Hill Global Advisors LLC Cuts Stock Position in JPMorgan Chase &amp; Co. $JPM ============================================================================== August 21, 2025 Share \"Print this page\") Link copied to clipboard. Key Points * **Sand Hill Global Advisors LLC** reduced its stake in JPMorgan Chase &amp; Co. by 1.8%, ultimately holding 84,110 shares valued at approximately $20.6 million, making it the firm's 20th largest position. * A diverse group of hedge funds have adjusted their positions in JPMorgan, with some significantly increasing their holdings, including an astonishing **1,070.1% increase** by Aviso Financial Inc. * JPMorgan Chase &amp; Co. recently reported quarterly earnings of **$4.96 per share**, surpassing expectations and reflected a **10.5% decrease** in revenue compared to the previous year. * Sand Hill Global Advisors LLC trimmed its holdings in JPMorgan Chase &amp; Co. ( - ) by 1.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities &amp; Exchange Commission. The institutional investor owned 84,110 shares of the financial services provider's stock after selling 1,566 shares during the period. JPMorgan Chase &amp; Co. comprises about 0.8% of Sand Hill Global Advisors LLC's investment portfolio, making the stock its 20th biggest position. Sand Hill Global Advisors LLC's holdings in JPMorgan Chase &amp; Co. were worth $20,632,000 at the end of the most recent quarter. A number of other hedge funds have also recently made changes to their positions in JPM. Watts Gwilliam &amp; Co. LLC grew its position in shares of JPMorgan Chase &amp; Co. by 3.2% during the first quarter. Watts Gwilliam &amp; Co. LLC now owns 16,925 shares of the financial services provider's stock worth $4,152,000 after purchasing an additional 519 shares in the last quarter. Aviso Financial Inc. boosted its stake in JPMorgan Chase &amp; Co. by 1,070.1% in the 1st quarter. Aviso Financial Inc. now owns 154,786 shares of the financial services provider's stock worth $37,969,000 after purchasing an additional 141,557 shares during the period. Granite Harbor Advisors Inc. grew its holdings in JPMorgan Chase &amp; Co. by 6.2% during the 1st quarter. Granite Harbor Advisors Inc. now owns 5,893 shares of the financial services provider's stock valued at $1,446,000 after buying an additional 342 shares in the last quarter. Brooklyn Investment Group raised its position in shares of JPMorgan Chase &amp; Co. by 32.2% during the first quarter. Brooklyn Investment Group now owns 25,509 shares of the financial services provider's stock valued at $6,257,000 after buying an additional 6,212 shares during the last quarter. Finally, Valley Brook Capital Group Inc. raised its position in shares of JPMorgan Chase &amp; Co. by 0.5% during the first quarter. Valley Brook Capital Group Inc. now owns 17,243 shares of the financial services provider's stock valued at $4,230,000 after buying an additional 93 shares during the last quarter. Institutional investors own 71.55% of the company's stock. Get **JPMorgan Chase &amp; Co.** alerts: Sign Up JPMorgan Chase &amp; Co. Price Performance Shares of opened at $290.3690 on Wednesday. The stock has a market cap of $798.44 billion, a price-to-earnings ratio of 14.90, a price-to-earnings-growth ratio of 1.94 and a beta of 1.11. The company has a debt-to-equity ratio of 1.25, a quick ratio of 0.88 and a current ratio of 0.88. The stock has a 50 day moving average price of $287.35 and a 200-day moving average price of $263.91. JPMorgan Chase &amp; Co. has a one year low of $200.61 and a one year high of $301.29. JPMorgan Chase &amp; Co. ( - ) last released its quarterly earnings results on Tuesday, July 15th. The financial services provider reported $4.96 earnings per share for the quarter, beating the consensus estimate of $4.48 by $0.48. The company had revenue of $44.91 billion for the quarter, compared to analyst estimates of $43.76 billion. JPMorgan Chase &amp; Co. had a return on equity of 16.93% and a net margin of 20.52%. JPMorgan Chase &amp; Co.'s quarterly revenue was down 10.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.12 EPS. Equities analysts expect that JPMorgan Chase &amp; Co. will post 18.1 EPS for the current year. Insider Buying and Selling at JPMorgan Chase &amp; Co. In other news, COO sold 6,128 shares of the firm's stock in a transaction dated Thursday, June 5th. The shares were sold at an average price of $262.47, for a total value of $1,608,416.16. Following the completion of the sale, the chief operating officer owned 62,455 shares in the company, valued at approximately $16,392,563.85. This trade represents a 8.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities &amp; Exchange Commission, which can be accessed through . Corporate insiders own 0.47% of the company's stock. Analyst Ratings Changes JPM has been the subject of a number of research reports. Citigroup set a $275.00 target price on shares of JPMorgan Chase &amp; Co. and gave the stock a \"buy\" rating in a research report on Monday, July 7th. raised shares of JPMorgan Chase &amp; Co. from a \"sell\" rating to a \"hold\" rating in a report on Wednesday, May 14th. Royal Bank Of Canada set a $305.00 target price on JPMorgan Chase &amp; Co. and gave the stock an \"outperform\" rating in a report on Monday, June 30th. Bank of America boosted their target price on JPMorgan Chase &amp; Co. from $330.00 to $340.00 and gave the stock a \"buy\" rating in a research report on Wednesday, July 16th. Finally, Wells Fargo &amp; Company raised their price target on JPMorgan Chase &amp; Co. from $320.00 to $325.00 and gave the company an \"overweight\" rating in a report on Wednesday, July 16th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, six have given a Hold rating and three have given a Sell rating to the company's stock. According to MarketBeat.com, JPMorgan Chase &amp; Co. currently has an average rating of \"Moderate Buy\" and a consensus target price of $288.68. JPMorgan Chase &amp; Co. Profile () JPMorgan Chase &amp; Co is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate.

Sand Hill Global Advisors LLC Cuts Stock Position in JPMorgan Chase & Co. $JPM

Sand Hill Global Advisors LLC reduced its stake in JPMorgan Chase & Co. by 1.8% during the first quarter, holding 84,110 shares valued at $20.6 million, which represents its 20th largest position. The move follows a broader trend among hedge funds, with Aviso Financial Inc. increasing its holdings by 1,070.1%, and others like Watts Gwilliam & Co. LLC, Granite Harbor Advisors Inc., Brooklyn Investment Group, and Valley Brook Capital Group Inc. also adjusting their positions. JPMorgan Chase reported quarterly earnings of $4.96 per share, exceeding expectations, though revenue declined 10.5% year-over-year to $44.91 billion. The company has a market cap of $798.44 billion, a P/E ratio of 14.90, and a debt-to-equity ratio of 1.25. Insider trading activity included a COO selling 6,128 shares at $262.47, reducing their stake by 8.94%. Analysts have issued varied ratings, with Citigroup, Bank of America, and Royal Bank of Canada maintaining or upgrading their positions, while the average rating is 'Moderate Buy' with a consensus target price of $288.68.