TIAA Trust National Association Sells 9,008 Shares of JPMorgan Chase & Co. $JPM

Posted by James Conley on Mar 5th, 2026

TIAA Trust National Association cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.9% in the 3rd quarter, HoldingsChannel reports. The firm owned 472,928 shares of the financial services provider’s stock after selling 9,008 shares during the period. TIAA Trust National Association’s holdings in JPMorgan Chase & Co. were worth $149,176,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of JPM. Geode Capital Management LLC grew its position in JPMorgan Chase & Co. by 0.5% in the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after acquiring an additional 300,160 shares in the last quarter. Norges Bank bought a new stake in JPMorgan Chase & Co. during the second quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC lifted its stake in JPMorgan Chase & Co. by 28,813.7% during the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after purchasing an additional 16,727,530 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of JPMorgan Chase & Co. by 4.2% in the 2nd quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock worth $4,155,111,000 after purchasing an additional 577,860 shares in the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in shares of JPMorgan Chase & Co. by 1.0% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock valued at $2,181,338,000 after purchasing an additional 76,413 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE:JPM opened at $299.43 on Thursday. The company has a market cap of $807.57 billion, a price-to-earnings ratio of 14.96, a price-to-earnings-growth ratio of 1.24 and a beta of 1.06. The company has a 50-day moving average price of $311.90 and a 200-day moving average price of $308.64. 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. has a 12 month low of $202.16 and a 12 month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the firm earned $4.81 earnings per share. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 432 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the transaction, the insider directly owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. The trade was a 0.66% decrease in their position. The sale 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 dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the sale, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,596 shares of company stock valued at $22,067,932 over the last 90 days. Company insiders own 0.47% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

Positive Sentiment: J.P. Morgan Asset Management added senior hires to expand private-wealth alternatives, a move that can boost fee-bearing AUM and recurring revenue over time. J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires
Positive Sentiment: JPMorgan research and strategists publicly encouraging clients to “buy the dip” amid the U.S.–Iran tensions can support investor sentiment toward financials and trading flows in the near term. JPMorgan Urges Investors To ‘Buy The Dip’ Amid US-Iran War
Neutral Sentiment: JPMorganChase published its 2027 earnings call schedule (dates for quarterly reviews) — routine disclosure but useful for positioning ahead of results. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
Neutral Sentiment: JPMorgan economists describe the Iran conflict as a “modest macro shock” and note Asian investors are merely repositioning portfolios — guidance that tempers panic but keeps volatility elevated. JPMorgan: Iran War A ‘Modest Macro-Economic Shock’
Negative Sentiment: JPMorgan research warns a Strait of Hormuz blockade could quickly choke Iraq and Kuwait oil flows — a scenario that lifts oil, risks higher inflation and could pressure loan credit cycles and trading volatility. JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait’s Oil Flows In Under Two Weeks
Negative Sentiment: CEO Jamie Dimon and other JPM executives are flagging inflation and a tougher-than-normal credit cycle — comments that raise risk premium concerns for banks and can weigh on the stock. JPMorgan’s Jamie Dimon warns of a ‘skunk’ that could derail markets
Negative Sentiment: Operational/people flow: JPMorgan veteran Naveen Mallela will join Standard Chartered to run payments — a small talent loss but notable in payments strategy competition. Standard Chartered Picks JPMorgan Vet Naveen Mallela to Run Payments Unit

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the company. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $339.55.

Check Out 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.