JPMorgan Chase & Co. $JPM Stake Trimmed by Montrusco Bolton Investments Inc.

Montrusco Bolton Investments Inc. lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 20.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,369,524 shares of the financial services provider’s stock after selling 345,540 shares during the period. JPMorgan Chase & Co. comprises 4.9% of Montrusco Bolton Investments Inc.’s investment portfolio, making the stock its 5th largest holding. Montrusco Bolton Investments Inc. owned about 0.05% of JPMorgan Chase & Co. worth $418,762,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC increased its stake in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares during the last quarter. Acorns Advisers LLC raised its holdings in JPMorgan Chase & Co. by 6.9% in the 1st 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 lifted its position in JPMorgan Chase & Co. by 1.0% during the 2nd 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 last quarter. Ignite Planners LLC boosted its holdings in JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares during the period. Finally, United Bank grew its position in shares of 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 purchasing an additional 1,392 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages recently weighed in on JPM. HSBC set a $319.00 target price on JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $339.55.

Insider Activity at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the sale, the general counsel owned 65,353 shares in the company, valued at $20,442,418.40. This trade represents a 4.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Robin Leopold sold 432 shares of the business’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the transaction, the insider owned 65,353 shares in the company, valued at approximately $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 71,596 shares of company stock valued at $22,067,932. 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: J.P. Morgan Asset Management hired Stephanie Davis as Head of Private Wealth Alternatives and added senior sales leadership—moves that expand fee-based private-wealth offerings and could lift asset-management revenue over time. Read More.
• Positive Sentiment: CEO Jamie Dimon urged that stablecoin issuers who pay interest should meet bank-like capital, liquidity and AML rules—policy pressure that could curb fintech competition and benefit regulated banks like JPM if enacted. Read More.
• Positive Sentiment: JPMorgan is pursuing a two-pronged growth strategy: accelerating branch expansion in underserved U.S. markets while stepping up AI investments to improve efficiency and risk controls—this mix targets both deposit growth and longer-term cost/efficiency gains. Read More.
• Positive Sentiment: JPMorgan bankers highlight AI’s potential to transform credit markets and trading workflows, which could boost trading margins and cut costs if deployment scales as planned. Read More.
• Neutral Sentiment: Dimon called the $5bn “debanking” lawsuit by former President Trump without merit but acknowledged the reputational sensitivity around account closures—limits legal risk but keeps regulatory/PR issues on investors’ radars. Read More.
• Neutral Sentiment: JPMorgan analysts warned of an “oil shock” scenario that could push crude toward $120/barrel and recommended European oil majors—this forecast implies greater market volatility (good for some trading revenues, riskier for consumer inflation). Read More.
• Neutral Sentiment: The firm temporarily shifted U.S. staff in the Middle East to remote work amid Iran tensions—operational precaution with limited direct financial impact but highlights geopolitical risk exposure. Read More.
• Negative Sentiment: Dimon warned the next credit cycle could be “worse than normal” and flagged complacency in markets and potential inflation risks tied to Middle East conflict—comments increase investor concern about loan losses, reserves and market volatility. Read More.
• Negative Sentiment: JPMorgan is named in a new lawsuit from Tricolor noteholders alleging ignored audit red flags in ABS deals—ongoing litigation could mean legal exposure or reputational costs if it escalates. Read More.

JPMorgan Chase & Co. Stock Up 1.0%

NYSE JPM opened at $300.62 on Wednesday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company has a market capitalization of $810.78 billion, a price-to-earnings ratio of 15.02, a PEG ratio of 1.23 and a beta of 1.06. The stock’s 50 day moving average is $312.50 and its two-hundred day moving average is $308.70. 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:JPM) last issued its 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 business had revenue of $45.80 billion during the quarter, compared to analysts’ expectations 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 quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.81 EPS. Equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

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.