Polaris Capital Management LLC Has $43.04 Million Stock Position in JPMorgan Chase & Co. $JPM

Polaris Capital Management LLC decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 136,455 shares of the financial services provider’s stock after selling 14,289 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.8% of Polaris Capital Management LLC’s investment portfolio, making the stock its 10th biggest position. Polaris Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $43,042,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Harbor Asset Planning Inc. bought a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at approximately $26,000. Mizuho Securities Co. Ltd. increased its holdings in JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after buying an additional 90 shares during the period. Family Legacy Financial Solutions LLC raised its stake in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after buying an additional 50 shares in the last quarter. Clarity Asset Management Inc. raised its stake in shares of JPMorgan Chase & Co. by 87.1% in the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after buying an additional 101 shares in the last quarter. Finally, Sagard Holdings Management Inc. bought a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $64,000. Institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on JPM. Piper Sandler upped their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Wells Fargo & Company raised their target price on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Daiwa Capital Markets boosted their price target on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Finally, Citigroup increased their price objective on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a research note on Wednesday, September 24th. Fourteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $336.32.

Insider Activity at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were 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. This represents a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Jeremy Barnum sold 2,893 shares of the business’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 $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 15,834 shares of company stock valued at $4,951,910 over the last ninety days. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 0.2%

Shares of JPM opened at $301.99 on Thursday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The company has a market cap of $822.11 billion, a price-to-earnings ratio of 15.09, a PEG ratio of 1.49 and a beta of 1.07. The stock has a fifty day moving average price of $314.69 and a two-hundred day moving average price of $305.53. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its 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 return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the business earned $4.81 earnings per share. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. Analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Recent quarterly results and analyst backdrop remain supportive: JPM reported an earnings beat and revenue growth in its last quarter, and several firms maintain overweight/buy ratings with a median price target near $350, which underpins longer‑term upside. MarketBeat JPM Overview
• Positive Sentiment: Unusual bullish options activity — a large uptick in call buying — suggests some traders are positioning for upside in the near term. Investors Purchase Large Volume of Call Options
• Neutral Sentiment: Product and tech positioning: JPMorgan Asset Management and exchanges are discussing tokenized/24‑7 ETF trading and JPM execs are speaking publicly on AI use cases — developments that could be positive over time but have limited immediate share‑price impact. Bloomberg ETF IQ (YouTube)
• Neutral Sentiment: CEO commentary on AI and company initiatives continues to frame JPM as actively adapting to tech opportunities; useful context but not a near‑term catalyst. Jamie Dimon on AI (YouTube)
• Neutral Sentiment: Lobbying and regulatory engagement remain high (large disclosed lobbying spend and discussions across numerous bills), signaling proactive policy work that could help manage regulatory risk but also reflect exposure to policy changes. Quiver Quant Lobbying Update
• Negative Sentiment: Political/legal risk rose after former President Trump threatened to sue JPMorgan over alleged “debanking,” creating headline risk and potential reputational/legal costs that can pressure the share price. Trump threatens to sue JPMorgan
• Negative Sentiment: CEO Jamie Dimon’s rare public criticism of the administration’s immigration actions and his vocal opposition to a proposed 10% credit‑card rate cap have intensified political scrutiny; those comments raise the prospect of regulatory pushback or business‑policy conflicts that investors may view as near‑term negatives. Dimon criticizes immigration policy (CNBC) Dimon on credit card rate cap (Reuters)
• Negative Sentiment: Insider selling has been notable in recent months (multiple senior executives sold shares), which some investors interpret as a near‑term negative signal even if sales could be routine or for diversification. Quiver Quant Insider / Lobbying Details

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.