JPMorgan Chase & Co. $JPM Shares Acquired by Moloney Securities Asset Management LLC

Posted by Doug Wharley on Feb 16th, 2026

Moloney Securities Asset Management LLC increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 11.5% in the third quarter, Holdings Channel reports. The institutional investor owned 28,572 shares of the financial services provider’s stock after acquiring an additional 2,958 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.1% of Moloney Securities Asset Management LLC’s portfolio, making the stock its 19th largest position. Moloney Securities Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $9,013,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the stock. Peterson Wealth Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after purchasing an additional 33 shares during the last quarter. TradeWell Securities LLC. raised its stake in JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after buying an additional 34 shares in the last quarter. Sharkey Howes & Javer lifted its holdings in JPMorgan Chase & Co. by 1.9% during the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after buying an additional 34 shares during the last quarter. Granite Group Advisors LLC lifted its holdings in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after buying an additional 34 shares during the last quarter. Finally, JFS Wealth Advisors LLC grew its position in shares of JPMorgan Chase & Co. by 0.4% in the 2nd quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock worth $2,290,000 after acquiring an additional 35 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction dated 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 in the company, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction dated 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 sale, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at $8,350,241.84. The trade was a 9.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 14,868 shares of company stock valued at $4,650,596. 0.47% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the company. Daiwa Securities Group upped their price target 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. Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a research report on Thursday, October 23rd. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Robert W. Baird upgraded shares of JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective on the stock in a research note on Tuesday, February 3rd. Finally, CICC Research assumed coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 target price for the company. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $340.18.

Get Our Latest Report on JPMorgan Chase & Co.

Key Headlines Impacting JPMorgan Chase & Co.

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

Positive Sentiment: Bank reorg/AI focus — JPMorgan named Guy Halamish as COO of its Commercial & Investment Bank to lead data and AI strategy, signaling management is prioritizing efficiency and revenue growth from AI initiatives. JPMorgan names Halamish as COO (Reuters)
Positive Sentiment: Capital return for preferred holders — the firm declared dividends on Series II and OO preferred shares, a sign of capital allocation discipline and predictability for preferred investors. JPMorganChase Declares Preferred Stock Dividends (BusinessWire)
Neutral Sentiment: 10-K filed — JPMorgan filed its Form 10-K for fiscal 2025 (available on the SEC/IR sites); routine but provides full-year detail investors will parse for capital, credit and risk metrics. JPMorganChase Files Form 10-K (BusinessWire)
Neutral Sentiment: Analyst activity — mixed analyst notes (including a recent Neutral/upgrade from Baird and a Barclays reaffirmation) keep consensus views varied; these are headline drivers but not a clear catalyst. JPMorgan Chase upgraded to Neutral (Yahoo) Barclays reaffirms Buy (MarketScreener)
Negative Sentiment: Institutional trimming — a Barclays PLC 13F update shows a ~31% reduction in its JPM position as of 12/31/25, highlighting potential selling pressure or portfolio rebalancing by a major investor. Fund Update: BARCLAYS PLC New Holdings (Quiver Quant)
Negative Sentiment: Legal overhang — a federal judge rejected JPMorgan’s bid to dismiss a class action over its cash sweep program, so litigation risk and potential remediation costs remain on the horizon. Judge Rejects JPMorgan Bid to Kill Cash Sweep Lawsuit (PYMNTS)

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $302.62 on Monday. The company has a 50-day moving average price of $315.53 and a two-hundred day moving average price of $307.69. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The stock has a market cap of $823.82 billion, a price-to-earnings ratio of 15.12, a price-to-earnings-growth ratio of 1.48 and a beta of 1.08. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (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 business had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the firm posted $4.81 earnings per share. The business’s revenue was up 7.1% on a year-over-year basis. Analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Shareholders 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 yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.

JPMorgan Chase & Co. Company Profile

(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.