JPMorgan Chase & Co. $JPM is Westchester Capital Management Inc.’s 6th Largest Position

Westchester Capital Management Inc. trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 84,305 shares of the financial services provider’s stock after selling 2,500 shares during the quarter. JPMorgan Chase & Co. makes up approximately 5.7% of Westchester Capital Management Inc.’s portfolio, making the stock its 6th biggest holding. Westchester Capital Management Inc.’s holdings in JPMorgan Chase & Co. were worth $26,592,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of JPM. Mizuho Securities Co. Ltd. grew its position in JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. purchased a new position in shares of JPMorgan Chase & Co. during the third quarter worth about $32,000. Family Legacy Financial Solutions LLC increased its position in shares of 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 worth $33,000 after purchasing an additional 50 shares during the last quarter. Collier Financial bought a new stake in JPMorgan Chase & Co. during the third quarter valued at approximately $60,000. Finally, Clarity Asset Management Inc. raised its position 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 valued at $63,000 after buying an additional 101 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insiders Place Their Bets

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 owned 71,027 shares in the company, valued at $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Robin Leopold sold 432 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the transaction, the insider directly owned 65,353 shares in the company, valued at approximately $20,072,520.42. The trade was a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

JPM has been the topic of a number of research reports. Piper Sandler raised their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. The Goldman Sachs Group lifted their price objective on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. HSBC set a $319.00 price objective on JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Daiwa Securities Group increased their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Finally, CICC Research assumed coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price target for the company. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $339.55.

JPMorgan Chase & Co. Stock Up 2.1%

NYSE:JPM opened at $303.49 on Thursday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The firm’s 50-day moving average price is $314.00 and its 200-day moving average price is $308.32. The company has a market capitalization of $818.51 billion, a PE ratio of 15.17, a P/E/G ratio of 1.43 and a beta of 1.07. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data 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 net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the previous year, the firm posted $4.81 earnings per share. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. On average, equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Management signaled stronger 2026 fundamentals — higher net interest income (NII) targets, mid‑teen investment‑banking fee growth, a 10% jump in tech spend and a 17% ROTCE target, which supports the earnings outlook and explains buying interest. Article Title
• Positive Sentiment: JPMorgan will boost technology investment to about $19.8–$20B in 2026 to scale GenAI and core modernization — investors are pricing this as a franchise-strengthening move that can lift productivity and future revenue. Article Title
• Positive Sentiment: Street support remains: Goldman and other analysts reiterated bullish views citing upgraded 2026 growth and AI‑driven productivity gains, which can sustain demand for the stock. Article Title
• Neutral Sentiment: Truist trimmed its price target slightly (from $334 to $330) but kept a Hold and raised long‑term EPS — a modest near‑term cap on upside but not a reversal of the positive thesis. Article Title
• Neutral Sentiment: JPMorgan is participating in industry AI governance and industry initiatives, underscoring leadership in AI but leaving regulatory and competitive outcomes uncertain. Article Title
• Neutral Sentiment: Commercial activity (e.g., a ~ $100M credit facility to Archer Snacks) shows continued deal flow but is unlikely to move the stock materially on its own. Article Title
• Negative Sentiment: CEO Jamie Dimon repeatedly warned that current market behavior (loose lending, AI euphoria, elevated asset prices) resembles pre‑2008 conditions and said his “anxiety is high,” which can trigger risk‑off reactions and weigh on cyclical bank multiples. Article Title
• Negative Sentiment: Large, sustained tech spending (~$20B) creates execution and near‑term margin risk; some commentary suggests the move could slow fintech innovation or pressure short‑term EPS if investments don’t immediately translate to revenue. Article Title

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.