Jupiter Asset Management Ltd. lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 203,058 shares of the financial services provider’s stock after selling 11,473 shares during the period. Jupiter Asset Management Ltd.’s holdings in JPMorgan Chase & Co. were worth $64,051,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in JPM. BIT Capital GmbH raised its stake in JPMorgan Chase & Co. by 47.9% in the 3rd quarter. BIT Capital GmbH now owns 6,429 shares of the financial services provider’s stock valued at $2,028,000 after purchasing an additional 2,083 shares during the last quarter. D Orazio & Associates Inc. grew its holdings in shares of JPMorgan Chase & Co. by 1.7% during the third quarter. D Orazio & Associates Inc. now owns 6,252 shares of the financial services provider’s stock worth $1,972,000 after buying an additional 105 shares in the last quarter. Somerville Kurt F grew its holdings in shares of JPMorgan Chase & Co. by 20.1% during the third quarter. Somerville Kurt F now owns 2,395 shares of the financial services provider’s stock worth $755,000 after buying an additional 400 shares in the last quarter. Pekin Hardy Strauss Inc. raised its position in shares of JPMorgan Chase & Co. by 4.8% in the third quarter. Pekin Hardy Strauss Inc. now owns 10,080 shares of the financial services provider’s stock valued at $3,180,000 after buying an additional 465 shares during the last quarter. Finally, Wealth Alliance LLC lifted its stake in shares of JPMorgan Chase & Co. by 2.1% during the third quarter. Wealth Alliance LLC now owns 17,920 shares of the financial services provider’s stock valued at $5,652,000 after buying an additional 360 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Wall Street Analyst Weigh In
Several analysts have commented on JPM shares. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Robert W. Baird raised JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective for the company in a research report on Tuesday, February 3rd. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Finally, CICC Research initiated coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $339.55.
Trending Headlines about JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: Goldman/TipRanks coverage highlights a bullish view: an analyst maintained a Buy stance citing upgraded 2026 growth outlook, AI-driven productivity gains and strong capital deployment capacity, supporting upside for JPM. JPMorgan: Buy Rating
- Positive Sentiment: NSE IPO pitch: The National Stock Exchange invited global banks, including JPMorgan, to pitch to manage its IPO — a potential fee pool and relationship with a large exchange if JPM wins underwriting/Advisory roles. NSE invites investment banks
- Positive Sentiment: JPMorgan says investment banking and markets revenue are holding up amid uncertainty — signaling the bank expects fee and trading revenue resilience that supports near-term revenue outlook. Investment banking outlook
- Positive Sentiment: JPMorgan is listed among new members of an Agentic AI governance effort, underlining the bank’s role in shaping AI standards — positive for strategic positioning around AI-driven products/services. Agentic AI governance
- Neutral Sentiment: J.P. Morgan Asset Management published its 2026 Guide to Retirement — a routine marketing/product update that supports asset-management distribution but is unlikely to move the stock materially. Guide to Retirement
- Neutral Sentiment: Tech investment theme: coverage reiterates JPMorgan plans ~ $19.8B in tech spend for 2026 (GenAI, core modernization). That’s a strategic growth/efficiency investment but raises near-term expense — a mixed/neutral catalyst. Tech spend story
- Negative Sentiment: CEO Jamie Dimon warned repeatedly that current market and credit behavior show parallels to pre-2008 conditions and said his “anxiety is high” — comments that inject macro/credit-cycle risk sentiment and can pressure bank multiples. Dimon warnings
- Negative Sentiment: Truist trimmed its price target slightly (to $330 from $334) and kept a Hold — a small analyst headwind that can temper near-term enthusiasm despite modest upside remaining. Truist target change
JPMorgan Chase & Co. Trading Up 0.9%
Shares of JPM opened at $306.12 on Friday. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The firm has a market capitalization of $825.61 billion, a P/E ratio of 15.30, a price-to-earnings-growth ratio of 1.26 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The stock’s fifty day simple moving average is $313.86 and its 200 day simple moving average is $308.31.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced 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. The company had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm’s revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm posted $4.81 earnings per share. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.
JPMorgan Chase & Co. Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.
Insiders Place Their Bets
In related news, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This represents 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 link. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 71,596 shares of company stock valued at $22,067,932. Insiders own 0.47% of the company’s stock.
JPMorgan Chase & Co. 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.
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