Lion Street Advisors LLC Buys 3,035 Shares of JPMorgan Chase & Co. $JPM

Posted by Amy Steele on Feb 28th, 2026

Lion Street Advisors LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 38.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,991 shares of the financial services provider’s stock after buying an additional 3,035 shares during the period. JPMorgan Chase & Co. comprises approximately 1.1% of Lion Street Advisors LLC’s investment portfolio, making the stock its 13th biggest position. Lion Street Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $3,467,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of JPM. Mizuho Securities Co. Ltd. raised its position in 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 purchasing an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. in the 3rd quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC boosted its position in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares during the period. Collier Financial acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter worth approximately $60,000. Finally, Clarity Asset Management Inc. grew its holdings in 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 acquiring an additional 101 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $299.10 on Friday. The firm has a market cap of $806.69 billion, a PE ratio of 14.95, a price-to-earnings-growth ratio of 1.27 and a beta of 1.07. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The business’s 50 day moving average price is $313.51 and its two-hundred day moving average price is $308.37. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating 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 during the quarter, compared to analyst estimates of $45.98 billion. During the same quarter in the previous year, the business posted $4.81 EPS. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% compared to the same quarter last year. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Activity

In other news, CFO Jeremy Barnum sold 2,893 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the transaction, the general counsel directly owned 65,353 shares in the company, valued at $20,442,418.40. This trade represents a 4.95% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 71,596 shares of company stock valued at $22,067,932. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

Positive Sentiment: NSE invited investment banks, including JPMorgan, to pitch for its IPO—this is potential investment-banking revenue opportunity if JPM wins a role. NSE invites investment banks to pitch for managing IPO
Positive Sentiment: J.P. Morgan Asset Management published its 2026 Guide to Retirement — marketing/research product that supports asset-gathering and client retention. J.P. Morgan Asset Management Releases 2026 Guide to Retirement
Positive Sentiment: Financial sector strength helped offset losses in chipmakers in U.S. session coverage — a modest market tailwind for bank stocks including JPM. US Equity Indexes Mixed as Financials Help Partially Offset Sell-Off in Chipmakers
Neutral Sentiment: JPMorgan’s research desk upgraded Group 1 Automotive (GPI) to Overweight — shows active research business but limited direct impact on JPM share fundamentals. JPMorgan Upgrades Group 1 Automotive (GPI) to Overweight From Neutral
Neutral Sentiment: JPMorgan research published a bullish Nvidia price target — highlights the bank’s research prominence but does not materially affect JPM’s own earnings. JPMorgan Gives Bold Nvidia Stock Price Target, But Market’s Not Buying It
Negative Sentiment: CEO Jamie Dimon warned that AI could displace jobs and urged policymakers and firms to prepare now — his cautious tone (and repeated comments comparing current conditions to pre-2008) raises risk-off sentiment and regulatory/policy concern among investors. Jamie Dimon Says ‘Now’s The Time’ To Prepare For Automation’s Worker Impact, Warns AI Could Displace Jobs
Negative Sentiment: Investigative reporting shows some JPM bankers maintained ties to Jeffrey Epstein after the bank fired him as a client — a reputational/legal risk that can weigh on sentiment. How JPMorgan’s Bankers Stayed Close to Epstein After Bank Fired Him as a Client
Negative Sentiment: Analyst notes: Truist trimmed JPMorgan’s near-term price target (and some outlets report lowered expectations), keeping a Hold but raising long-term EPS views — that signals mixed analyst sentiment and can pressure the stock. Truist Cuts JPMorgan (JPM) Target While Increasing Long-Term Earnings Estimates Truist Financial Has Lowered Expectations for JPMorgan Chase & Co.

Analyst Ratings Changes

Several research firms have recently issued reports on JPM. Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Finally, DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $339.55.

Check Out Our Latest Stock Report on JPMorgan Chase & Co.

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.