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

TCV Trust & Wealth Management Inc. reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.3% in the third quarter, HoldingsChannel.com reports. The firm owned 86,878 shares of the financial services provider’s stock after selling 2,029 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.3% of TCV Trust & Wealth Management Inc.’s investment portfolio, making the stock its 9th biggest holding. TCV Trust & Wealth Management Inc.’s holdings in JPMorgan Chase & Co. were worth $27,404,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Harbor Asset Planning Inc. bought a new position in JPMorgan Chase & Co. in the 2nd quarter worth $26,000. Mizuho Securities Co. Ltd. raised its holdings in JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares during the period. Family Legacy Financial Solutions LLC lifted its position in shares of JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 50 shares in the last quarter. Ryan Investment Management Inc. purchased a new position in shares of JPMorgan Chase & Co. in the second quarter valued at about $37,000. Finally, Clarity Asset Management Inc. boosted its stake in shares of JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after acquiring an additional 101 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the transaction, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders own 0.47% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Piper Sandler raised its price target to $345 and kept an “overweight” rating, signalling meaningful upside vs. the current level and supporting buy‑side interest. Piper Sandler raises PT to $345
• Positive Sentiment: Barclays reaffirmed its “buy” rating, adding analyst conviction to the upside narrative after Q4 results. Barclays reaffirms buy
• Positive Sentiment: Fund flows: Mn Services Vermogensbeheer disclosed an increase of ~83,400 JPM shares in its 13F update, a notable institutional add that can provide support. Mn Services increases JPM position
• Positive Sentiment: JPMorgan is creating a new quant trading and research unit to boost electronified, data‑driven trading — a strategic move that could raise trading revenue and margins over time. JPMorgan forms new quant unit
• Neutral Sentiment: DZ Bank reiterated a “neutral” rating — a reminder that not all analysts are bullish and that upside may be uneven. DZ Bank reiterates neutral
• Neutral Sentiment: CEO Jamie Dimon said he plans to remain in the role for “at least” five more years — a stability signal for investors but largely symbolic. Dimon plans to stay 5+ years
• Negative Sentiment: Market reaction to Q4: despite an EPS beat, the stock suffered post‑earnings volatility as investors focused on a one‑time hit from JPM’s Apple Card purchase and weaker bond sales — reminding traders that beats can still trigger profit‑taking. Post-earnings volatility despite EPS beat
• Negative Sentiment: Political/regulatory overhang: proposals to cap credit‑card APRs have ramped up headline risk for card issuers; JPM management has warned such plans would materially reshape lending economics, which keeps a valuation overhang on bank names. Credit-card rate cap risk
• Negative Sentiment: Sector weakness: bank stocks broadly were sold after early earnings season, as investors reassessed valuations and downside from policy/regulatory risks — a headwind that can pressure JPM shares even if fundamentals remain solid. Sector pullback after bank earnings

Wall Street Analyst Weigh In

JPM has been the topic of several recent analyst reports. Evercore ISI lifted their target price on JPMorgan Chase & Co. from $309.00 to $330.00 and gave the company an “outperform” rating in a research note on Tuesday, September 30th. Loop Capital set a $310.00 price objective on shares of JPMorgan Chase & Co. in a research report on Thursday, October 23rd. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday. Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Finally, Truist Financial set a $334.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday. Fifteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $336.32.

JPMorgan Chase & Co. Stock Up 0.5%

NYSE:JPM opened at $309.32 on Friday. The company has a market cap of $842.05 billion, a price-to-earnings ratio of 15.46, a price-to-earnings-growth ratio of 1.50 and a beta of 1.07. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The stock has a fifty day simple moving average of $315.43 and a 200-day simple moving average of $305.04.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter last year, the firm posted $4.81 EPS. The firm’s revenue was up 7.1% compared to the same quarter last year. Analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued a $1.50 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

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.