JPMorgan Chase & Co. $JPM Shares Sold by Jupiter Asset Management Ltd.

Jupiter Asset Management Ltd. decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 5.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 203,058 shares of the financial services provider’s stock after selling 11,473 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in JPMorgan Chase & Co. were worth $64,051,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC lifted its position in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares during the last quarter. Acorns Advisers LLC raised its stake in JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares during the period. Sendero Wealth Management LLC raised its stake in JPMorgan Chase & Co. by 1.0% during the second quarter. Sendero Wealth Management LLC now owns 5,659 shares of the financial services provider’s stock worth $1,641,000 after acquiring an additional 57 shares during the period. Ignite Planners LLC lifted its holdings in JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after acquiring an additional 78 shares during the last quarter. Finally, United Bank boosted its stake in JPMorgan Chase & Co. by 5.2% in the second quarter. United Bank now owns 28,014 shares of the financial services provider’s stock valued at $8,122,000 after acquiring an additional 1,392 shares during the period. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Stock Up 0.9%

JPM stock opened at $306.12 on Friday. The firm’s 50-day moving average is $313.86 and its two-hundred day moving average is $308.31. The company has a market capitalization of $825.61 billion, a price-to-earnings ratio of 15.30, a price-to-earnings-growth ratio of 1.26 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 company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPMGet Free Report) 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 $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period last year, the firm posted $4.81 earnings per share. The business’s revenue was up 7.1% on a year-over-year basis. On average, analysts forecast 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 declared a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were given a dividend of $1.50 per share. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

  • Positive Sentiment: Goldman/TipRanks coverage highlights a bullish view: an analyst maintained a Buy stance citing upgraded 2026 growth outlook, AI-driven productivity gains and strong capital deployment capacity, supporting upside for JPM. JPMorgan: Buy Rating
  • Positive Sentiment: NSE IPO pitch: The National Stock Exchange invited global banks, including JPMorgan, to pitch to manage its IPO — a potential fee pool and relationship with a large exchange if JPM wins underwriting/Advisory roles. NSE invites investment banks
  • Positive Sentiment: JPMorgan says investment banking and markets revenue are holding up amid uncertainty — signaling the bank expects fee and trading revenue resilience that supports near-term revenue outlook. Investment banking outlook
  • Positive Sentiment: JPMorgan is listed among new members of an Agentic AI governance effort, underlining the bank’s role in shaping AI standards — positive for strategic positioning around AI-driven products/services. Agentic AI governance
  • Neutral Sentiment: J.P. Morgan Asset Management published its 2026 Guide to Retirement — a routine marketing/product update that supports asset-management distribution but is unlikely to move the stock materially. Guide to Retirement
  • Neutral Sentiment: Tech investment theme: coverage reiterates JPMorgan plans ~ $19.8B in tech spend for 2026 (GenAI, core modernization). That’s a strategic growth/efficiency investment but raises near-term expense — a mixed/neutral catalyst. Tech spend story
  • Negative Sentiment: CEO Jamie Dimon warned repeatedly that current market and credit behavior show parallels to pre-2008 conditions and said his “anxiety is high” — comments that inject macro/credit-cycle risk sentiment and can pressure bank multiples. Dimon warnings
  • Negative Sentiment: Truist trimmed its price target slightly (to $330 from $334) and kept a Hold — a small analyst headwind that can temper near-term enthusiasm despite modest upside remaining. Truist target change

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total transaction of $886,166.64. Following the completion of the sale, the chief financial officer owned 23,804 shares in the company, valued at approximately $7,294,021.68. This trade represents a 10.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on JPM shares. 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 target price on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. The Goldman Sachs Group boosted their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a report on Monday, January 26th. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Fourteen research 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 company presently has a consensus rating of “Moderate Buy” and an average target price of $339.55.

Read Our Latest Research Report on JPM

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.

See Also

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Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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