Hilltop Holdings Inc. Lowers Holdings in JPMorgan Chase & Co. $JPM

Posted by Jessica Moore on Mar 16th, 2026

Hilltop Holdings Inc. lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.2% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 72,874 shares of the financial services provider’s stock after selling 2,400 shares during the period. JPMorgan Chase & Co. makes up 1.2% of Hilltop Holdings Inc.’s holdings, making the stock its 11th biggest holding. Hilltop Holdings Inc.’s holdings in JPMorgan Chase & Co. were worth $22,987,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in JPM. Hollow Brook Wealth Management LLC lifted its holdings in JPMorgan Chase & Co. by 54.4% during the 3rd quarter. Hollow Brook Wealth Management LLC now owns 4,003 shares of the financial services provider’s stock worth $1,263,000 after buying an additional 1,411 shares in the last quarter. Holocene Advisors LP grew its stake in shares of JPMorgan Chase & Co. by 1,033.3% in the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock worth $679,790,000 after acquiring an additional 1,964,958 shares in the last quarter. Gotham Asset Management LLC grew its stake in shares of JPMorgan Chase & Co. by 12.0% in the third quarter. Gotham Asset Management LLC now owns 96,489 shares of the financial services provider’s stock worth $30,436,000 after acquiring an additional 10,328 shares in the last quarter. Fagan Associates Inc. increased its position in shares of JPMorgan Chase & Co. by 0.4% during the third quarter. Fagan Associates Inc. now owns 62,047 shares of the financial services provider’s stock worth $19,571,000 after acquiring an additional 275 shares during the period. Finally, First Commonwealth Financial Corp PA raised its stake in shares of JPMorgan Chase & Co. by 19.4% in the third quarter. First Commonwealth Financial Corp PA now owns 17,582 shares of the financial services provider’s stock valued at $5,546,000 after acquiring an additional 2,858 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $283.47 on Monday. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. 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 has a market capitalization of $764.52 billion, a PE ratio of 14.17, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06. The business’s fifty day moving average price is $306.73 and its 200 day moving average price is $308.43.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $45.80 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%.JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the previous year, the business earned $4.81 EPS. On average, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

Key Headlines Impacting JPMorgan Chase & Co.

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

Positive Sentiment: Board/IR action: the firm declared dividends on its Series CC preferred shares — a direct cash return to preferred holders and a sign of capital/access to funding. JPMorganChase Declares Preferred Stock Dividends
Positive Sentiment: Analyst optimism: Zacks moved JPMorgan to a stronger rating, which can support demand from retail and model-driven funds. Zacks Research Upgrade
Neutral Sentiment: CEO signal: Jamie Dimon warned inflation remains “the skunk at the party,” urging markets to respect macro risks — commentary that can boost caution but also signals management is focused on macro preparedness. ‘Inflation is the skunk at the party’: JPMorgan Chase CEO Jamie Dimon warns markets ignoring risk. How to prepare
Negative Sentiment: Legal risk: JPMorgan was hit with a proposed class action alleging it facilitated a $328M crypto Ponzi scheme — potential reputational damage, legal costs and reserves if liabilities escalate. JPMorgan Hit With Lawsuit Tied To $328 Million Crypto Ponzi Scheme
Negative Sentiment: Regulatory/legacy litigation: a renewed EU derivatives‑cartel fight centers on a €/ $380M fine tied to past conduct — another legal/financial overhang to watch. Long-running EU derivatives cartel fight reignites over JPMorgan’s $380 million fine
Negative Sentiment: Credit & underwriting caution: the bank has restricted lending to some private‑credit firms and marked down software‑exposed loans — signaling rising asset‑quality stress in niche portfolios and potential for future provisioning. JPMorgan restricts private credit lending after markdowns
Negative Sentiment: Insider selling & positioning: recent data show notable insider sales and mixed institutional flows — that can add downward pressure if sentiment worsens. Quiver Quantitative JPM data & insider activity

Wall Street Analysts Forecast Growth

Several research analysts recently commented on JPM shares. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. CICC Research assumed coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target on the stock. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Piper Sandler boosted their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Finally, Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and a consensus target price of $340.00.

Check Out Our Latest Analysis on JPMorgan Chase & Co.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. 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 value of $2,680,923.09. Following the transaction, the chief operating officer directly 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 sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by corporate insiders.

About JPMorgan Chase & Co.

(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.