JPMorgan Chase & Co. (NYSE:JPM) Raised to “Neutral” at Robert W. Baird

Posted by Doug Wharley on Feb 3rd, 2026

JPMorgan Chase & Co. (NYSE:JPM) was upgraded by Robert W. Baird from an “underperform” rating to a “neutral” rating in a report issued on Tuesday, Marketbeat reports. The brokerage currently has a $280.00 price objective on the financial services provider’s stock. Robert W. Baird’s price objective would indicate a potential downside of 9.18% from the company’s current price.

A number of other analysts have also weighed in on JPM. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, October 21st. Daiwa Capital Markets increased their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. HSBC restated a “hold” rating and set a $245.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Finally, TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Fourteen analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $336.82.

Check Out Our Latest Stock Report on JPMorgan Chase & Co.

JPMorgan Chase & Co. Stock Up 0.8%

Shares of NYSE JPM opened at $308.30 on Tuesday. The firm has a fifty day simple moving average of $314.95 and a two-hundred day simple moving average of $306.55. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 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 firm has a market capitalization of $839.28 billion, a PE ratio of 15.41, a price-to-earnings-growth ratio of 1.49 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm earned $4.81 earnings per share. Equities analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the sale, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Robin Leopold sold 966 shares of the stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the transaction, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This trade represents a 1.63% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 15,834 shares of company stock worth $4,951,910. 0.47% of the stock is owned by corporate insiders.

Institutional Trading of JPMorgan Chase & Co.

A number of large investors have recently made changes to their positions in JPM. Geode Capital Management LLC raised its position in JPMorgan Chase & Co. by 0.5% during the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock valued at $17,646,506,000 after purchasing an additional 300,160 shares during the period. Norges Bank purchased a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at $10,295,209,000. Legal & General Group Plc raised its holdings in JPMorgan Chase & Co. by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock valued at $5,964,459,000 after buying an additional 607,025 shares during the period. Laurel Wealth Advisors LLC lifted its position in JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after buying an additional 16,727,530 shares during the last quarter. Finally, Fisher Asset Management LLC boosted its stake in JPMorgan Chase & Co. by 2.3% during the third quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock worth $4,959,330,000 after buying an additional 347,033 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Key Stories Impacting JPMorgan Chase & Co.

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

Positive Sentiment: J.P. Morgan Private Bank’s 2026 Global Family Office Report shows institutional demand skewing heavily toward AI and away from crypto, with 65% prioritizing AI and 89% of family offices reporting zero crypto exposure — a validation of JPM’s private-banking/research positioning that could support asset-gathering, advisory fees and product demand. Family offices prefer AI as key investment theme over crypto: JPMorgan
Neutral Sentiment: J.P. Morgan’s Sanjay Mookim says the India–US trade deal has improved exporter confidence via tariff clarity and a more competitive rupee, but cautions earnings upgrades aren’t automatic and large-caps remain the safer play — a market-structure/research view that may steer client flows and regional investment strategies more than JPM’s own fundamentals. Trade clarity boosts exporter confidence, but large-cap focus remains key: JPMorgan’s Sanjay Mookim
Neutral Sentiment: Multiple JPMorgan research notes reiterate bullish medium-term views on gold (headline targets materially above current levels) and advise buying on weakness — these calls highlight JPM’s institutional research and trading flows that can boost fee and trading revenue but are not direct company fundamentals. Gold’s longer-term investment case intact despite pullback, J.P. Morgan says with view to $6,300
Neutral Sentiment: J.P. Morgan analysts’ coverage moves (e.g., updates on Principal Financial, Verra Mobility, Best Buy, Meta commentary) are routine but keep JPM visible to institutional clients and can modestly affect trading and investment-banking opportunity pipelines. Principal Financial (PFG) Stock Outlook Adjusted by JPMorgan Amid Life Insurance Peer Comparison
Negative Sentiment: Allegations and coverage tying JPMorgan to historic silver-market disruptions (claims of manipulation after a 32% intraday silver crash) raise regulatory, litigation and reputational risk — this is the largest headline-hit risk in the set and could lead to regulatory scrutiny, legal expenses or fines if pursued. JPMorgan Faces Silver Manipulation Claims After Historic 32% Crash Wipes Out $2.5 Trillion
Negative Sentiment: Reports that JPMorgan will match $1,000 US contributions to employee “Trump accounts” introduce a political/reputational flashpoint that could attract media attention and client scrutiny in polarized markets — a smaller but tangible reputational risk. JPMorgan Chase and Bank of America Will Match $1,000 US Contributions to Employee ‘Trump Accounts’

JPMorgan Chase & Co. Company Profile

(Get Free Report)

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.