Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Whitaker Myers Wealth Managers LTD. Cuts Stake in JPMorgan Chase & Co. $JPM
Whitaker Myers Wealth Managers LTD. significantly reduced its holdings in JPMorgan Chase & Co. by 49.3% in the third quarter, selling over 4,200 shares. This comes as JPMorgan Chase & Co. beat earnings expectations, reporting $5.07 EPS against an estimated $4.83, and its stock is currently rated as a "Hold" by analysts with an average target price of $329.19. Other institutional investors, however, have significantly increased their stakes in the company, showcasing mixed sentiment among large investors.
Dec 31, 2025 • StreetInsider
NEUTRAL
Guarantor: JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC has issued $655,000 Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. These notes are designed for investors seeking an early exit at a premium if the index reaches a specific Call Value on review dates, with the earliest automatic call date being December 30, 2026. Investors should be aware that the index includes a 6.0% per annum daily deduction, which will negatively impact performance, and they risk losing a significant portion or all of their principal.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
JB Capital LLC Invests $4.18 Million in Marsh & McLennan Companies, Inc. $MMC
JB Capital LLC recently invested $4.18 million in Marsh & McLennan Companies (NYSE:MMC) by acquiring 20,742 shares. This significant purchase highlights institutional interest in Marsh & McLennan, which also reported strong Q3 earnings, beating analyst estimates with $1.85 EPS and $6.35 billion in revenue. Despite mixed analyst ratings, the company shows solid financial performance and substantial institutional ownership.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Los Angeles Capital Management LLC Raises Holdings in Newmont Corporation $NEM
Los Angeles Capital Management LLC significantly increased its stake in Newmont Corporation (NYSE:NEM) by 120.1% in the third quarter, making it their 15th largest holding. Other institutional investors like Norges Bank and Invesco have also boosted their positions, contributing to a total institutional ownership of 68.85%. This increased institutional interest coincides with positive operational news for Newmont, including the start of production at Ahafo North and strong Q3 earnings, despite some market volatility for precious metals.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Los Angeles Capital Management LLC Has $244.04 Million Stock Position in Howmet Aerospace Inc. $HWM
Los Angeles Capital Management LLC significantly increased its stake in Howmet Aerospace Inc. (NYSE:HWM) by 3.4% in the third quarter, bringing its total holdings to 1,243,617 shares valued at $244.04 million. This move positions Howmet Aerospace as the 19th largest holding for the firm, representing about 0.8% of its investment portfolio. The article highlights strong institutional confidence in HWM, with other major investors like Vanguard, JPMorgan Chase, and Norges Bank also increasing or establishing substantial positions, leading to 90.46% institutional ownership.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
State Street Corp.: Quiet Advance or Tired Rally? A Deep Dive Into The Stock’s Latest Moves
State Street Corp.'s stock has been quietly advancing, outpacing recent lows but remaining below its 52-week peak. The article explores whether this movement signals a renewed uptrend or simply a late-cycle bounce, influenced by mixed macro headwinds, a firmer rate outlook, and fresh analyst calls. While analysts are cautiously optimistic, the market is currently in price-discovery mode, weighing the company's strategic financial management against potential revenue and expense shifts.