JCIC Asset Management Inc. Acquires New Position in JPMorgan Chase & Co. $JPM

JCIC Asset Management Inc. bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 3rd quarter, Holdings Channel reports. The firm bought 64,163 shares of the financial services provider’s stock, valued at approximately $20,239,000. JPMorgan Chase & Co. makes up 6.3% of JCIC Asset Management Inc.’s investment portfolio, making the stock its 3rd biggest position.

Other hedge funds also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. purchased a new position in JPMorgan Chase & Co. in the 2nd quarter valued at approximately $26,000. Mountain Hill Investment Partners Corp. acquired a new stake in JPMorgan Chase & Co. in the third quarter valued at $32,000. Family Legacy Financial Solutions LLC grew its holdings in 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 purchasing an additional 50 shares during the last quarter. Mizuho Securities Co. Ltd. increased its position in shares of JPMorgan Chase & Co. by 450.0% in the second 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 in the last quarter. Finally, Clarity Asset Management Inc. raised its stake in shares of JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after buying an additional 101 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the sale, the insider directly owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the company’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 transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 15,834 shares of company stock valued at $4,951,910 over the last three months. Insiders own 0.47% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently commented on JPM shares. KGI Securities increased their price objective on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research note on Wednesday, October 15th. Keefe, Bruyette & Woods increased their price target on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Robert W. Baird set a $280.00 target price on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Fourteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $336.32.

JPMorgan Chase & Co. Trading Up 0.2%

Shares of JPM opened at $300.89 on Thursday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The company has a market capitalization of $819.09 billion, a PE ratio of 15.04, a price-to-earnings-growth ratio of 1.47 and a beta of 1.07. The stock has a fifty day moving average of $314.44 and a two-hundred day moving average of $306.02. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $46.77 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.81 earnings per share. As a group, analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan is listed among banks and card networks supporting the new government “Trump Accounts” program, which could drive new deposit flows and interchange/card revenue from accounts for minors. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Positive Sentiment: JPMorgan will match the government’s one‑time $1,000 contribution to eligible employees’ new children’s retirement accounts — a move that can boost employee goodwill and funnel additional retail deposits. JPMorgan Chase to match $1,000 government contribution to employees’ ‘Trump accounts’
• Positive Sentiment: J.P. Morgan Asset Management launched the JPMorgan International Dynamic ETF (JIDE), expanding fee-bearing product lineup and offering another distribution/fees channel. JPMorgan International Dynamic ETF (JIDE) Launch
• Positive Sentiment: Management’s 2026 net interest income (NII) guide — roughly $103B according to coverage — signals resilience even with expected rate cuts, backing earnings stability via loans, card balances and deposit repricing. JPMorgan’s 2026 NII Guide Signals Resilience
• Positive Sentiment: Short interest in JPM declined meaningfully in January (about a 13.6% drop to ~20.1M shares), reducing potential short‑squeeze volatility and signaling less bearish positioning.
• Neutral Sentiment: JPMorgan research released top short ideas and sector picks (e.g., Vertiv growth pick); this is notable for market flow but does not directly change JPM’s fundamentals. JPMorgan Just Revealed its Top Short Ideas
• Neutral Sentiment: Asset Management hires (Pam Hess as retirement strategist) and continued AI investment programs keep JPM positioned operationally but are execution-level items rather than immediate stock drivers. Pam Hess Appointment
• Negative Sentiment: President Trump’s $5B lawsuit against JPMorgan over alleged politically motivated account closures raises regulatory, legal and reputational risk that could weigh on sentiment and invite political scrutiny. Trump’s lawsuit against JPMorgan

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.