Vanguard Group Inc. Has $83.87 Billion Stock Holdings in JPMorgan Chase & Co. $JPM

Vanguard Group Inc. trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 265,894,595 shares of the financial services provider’s stock after selling 6,059,595 shares during the quarter. JPMorgan Chase & Co. makes up approximately 1.3% of Vanguard Group Inc.’s holdings, making the stock its 10th largest position. Vanguard Group Inc. owned 0.10% of JPMorgan Chase & Co. worth $83,871,132,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Peterson Wealth Advisors LLC grew its position in shares of JPMorgan Chase & Co. by 1.6% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after buying an additional 33 shares during the period. Rialto Wealth Management LLC boosted its stake in JPMorgan Chase & Co. by 3.6% during the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after acquiring an additional 33 shares in the last quarter. TradeWell Securities LLC. boosted 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 worth $3,832,000 after acquiring an additional 34 shares in the last quarter. Sharkey Howes & Javer increased its stake in shares of JPMorgan Chase & Co. by 1.9% during the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after purchasing an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC increased its stake in shares of JPMorgan Chase & Co. by 0.3% during the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after purchasing an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Management reiterated that markets revenue can grow in the mid‑teens and framed AI as a strategic growth area — a stronger revenue outlook and a clear AI strategy can support valuation if execution follows through. Read More.
• Positive Sentiment: Jamie Dimon said he will remain CEO “for a few years,” which reduces near‑term succession uncertainty and may be seen as stabilizing by long‑term investors. Read More.
• Positive Sentiment: Management emphasized AI as a competitive, long‑term investment (client engagement, product differentiation) — if AI investments drive new fee streams or efficiency gains, that supports medium‑term earnings. Read More.
• Neutral Sentiment: J.P. Morgan Securities reduced a small institutional stake in Rana Gruber ASA below 5% — routine portfolio adjustments by the bank’s subsidiary; limited direct impact on JPM’s stock. Read More.
• Neutral Sentiment: The company held an investor update to detail strategy and outlook — such events can move sentiment short term but mostly reprice expectations based on guidance and Q&A. Read More.
• Negative Sentiment: JPMorgan plans to spend ~ $19.8 billion on technology this year (up ~ $2B), a massive near‑term cost increase that pressures margins until benefits materialize — investors are sensitive to big, persistent cost ramps. Read More.
• Negative Sentiment: Management was repeatedly pressed on AI and quantified software exposure at the investor session — signaling investor concern about AI‑linked operational and credit risks that can increase uncertainty and volatility. Read More.
• Negative Sentiment: Shares fell amid a sectorwide risk‑off tied to private‑credit and AI‑linked credit fears; rising concerns about credit quality can hurt bank multiples and raise loan‑loss reserve expectations. Read More.
• Negative Sentiment: JPMorgan confirmed it closed accounts tied to Donald Trump after Jan. 6 (now part of litigation) and faces renewed reputational/legal scrutiny — legal exposure and headline risk can weigh on sentiment. Read More.
• Negative Sentiment: Elevated insider selling and high trading volumes were flagged in market data — heavy insider sales and institutional position moves can amplify downside in a risk‑off session. Read More.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $297.50 on Tuesday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The company has a 50 day moving average price of $314.60 and a 200-day moving average price of $308.29. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The firm has a market capitalization of $802.36 billion, a PE ratio of 14.87, a P/E/G ratio of 1.51 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results 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 net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter last year, the company posted $4.81 earnings per share. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. As a group, equities research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Royal Bank Of Canada reissued an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Daiwa Securities Group boosted their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Wells Fargo & Company cut their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. Truist Financial set a $334.00 price target on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, CICC Research began coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective on the stock. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $339.73.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% 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, CFO Jeremy Barnum sold 2,892 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the sale, the chief financial officer owned 23,804 shares of the company’s stock, valued at approximately $7,294,021.68. This represents a 10.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,596 shares of company stock valued at $22,067,932 over the last ninety days. 0.47% of the stock is owned by insiders.

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.