JPMorgan Chase & Co. $JPM Shares Sold by Peterson Wealth Services

Peterson Wealth Services decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 87.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,646 shares of the financial services provider’s stock after selling 44,491 shares during the quarter. Peterson Wealth Services’ holdings in JPMorgan Chase & Co. were worth $2,096,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Harbor Asset Planning Inc. acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at approximately $26,000. Mizuho Securities Co. Ltd. raised its holdings in shares of 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 purchasing an additional 90 shares during the last quarter. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. during the third quarter valued at $32,000. Family Legacy Financial Solutions LLC boosted its holdings in 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 valued at $33,000 after purchasing an additional 50 shares during the last quarter. Finally, Clarity Asset Management Inc. grew its position 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 purchasing an additional 101 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analysts Set New Price Targets

JPM has been the subject of a number of recent research reports. Daiwa Securities Group lifted their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target for the company in a research report on Tuesday, February 3rd. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Keefe, Bruyette & Woods raised their price objective on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Finally, KGI Securities boosted their target price on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a research note on Wednesday, October 15th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $340.18.

Insider Activity

In related news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. The trade was a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 14,868 shares of company stock worth $4,650,596 over the last quarter. 0.47% of the stock is currently owned by corporate insiders.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan led/arranged major financing for Databricks (part of a $5B equity raise and $2B debt financing), highlighting ongoing investment‑banking and debt‑origination deal flow that should support fee revenue. Databricks funding
• Positive Sentiment: JPMorgan is part of a $3.6B syndicated credit facility for IREN (reported by MarketBeat), showing the bank’s role in large corporate lending and syndicated finance — a positive for interest income and arrangement fees. IREN financing
• Positive Sentiment: J.P. Morgan is the bookrunner on a 12M ADS secondary offering for LATAM Airlines — a reminder of steady ECM advisory and underwriting activity that generates fees for the bank. LATAM secondary offering
• Positive Sentiment: Analyst/strategy commentary from JPMorgan (CNBC interview and Zacks coverage) remains bullish on the market and highlights JPMorgan’s favorable earnings/price-strength narrative — supportive for investor sentiment around the bank’s trading and markets franchise. CNBC interview Zacks stock to watch
• Neutral Sentiment: Large Q4 2025 13F disclosures from JPMorgan’s funds show big reductions in passive ETF and mega‑cap tech positions (VOO, IVV, NVDA, MSFT, AMZN, META) while opening new positions (IVOL, ABVX, UL). This signals active repositioning by asset‑management units — relevant to fee generation but not an immediate earnings surprise. 13F fund update
• Neutral Sentiment: JPMorgan disclosed a 7.28% stake in Hexagon Composites via its securities arm — a regulatory filing that matters for transparency but is unlikely to move JPM’s share price materially. Hexagon stake disclosure
• Neutral Sentiment: JPMorgan presented at the UBS Financial Services Conference (transcript available) — investor‑relations communications that may reiterate guidance or strategy but typically have limited immediate market impact. UBS conference transcript
• Negative Sentiment: A technical/cycle note (TalkMarkets) suggests JPM may be ending an April cycle and could face a corrective move — this kind of commentary can amplify risk‑off flows into bank shares and pressure short‑term performance. Cycle/correction note

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $310.91 on Thursday. The company’s fifty day moving average price is $316.05 and its 200 day moving average price is $307.56. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The stock has a market capitalization of $846.36 billion, a P/E ratio of 15.54, a P/E/G ratio of 1.55 and a beta of 1.07. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) 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 business had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period last year, the firm posted $4.81 earnings per share. The company’s revenue was up 7.1% compared to the same quarter last year. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were given a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

About JPMorgan Chase & Co.

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.