Tompkins Financial Corp Decreases Stake in JPMorgan Chase & Co. $JPM

Tompkins Financial Corp cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 67,772 shares of the financial services provider’s stock after selling 2,083 shares during the period. JPMorgan Chase & Co. makes up 1.7% of Tompkins Financial Corp’s portfolio, making the stock its 15th biggest position. Tompkins Financial Corp’s holdings in JPMorgan Chase & Co. were worth $21,837,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Mizuho Securities Co. Ltd. lifted its stake in JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares during the period. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. in the third quarter worth approximately $32,000. Family Legacy Financial Solutions LLC grew its stake in shares of 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 worth $33,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. purchased a new position in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $35,000. Finally, Miller Global Investments LLC purchased a new position in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $52,000. 71.55% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on JPM shares. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Truist Financial lowered their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. Finally, Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a report on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $340.00.

Insiders Place Their Bets

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the transaction, the general counsel owned 61,949 shares of the company’s stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is currently owned by corporate insiders.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is leading large financing deals that should boost fees and underwriting revenue — the bank kicked off an ~$8 billion junk‑bond offering to finance the record EA leveraged buyout, and is syndicating a major loan package. This underpins near‑term investment banking income. JPMorgan launches $8 billion bond sale for EA buyout
• Positive Sentiment: JPMorgan expanded credit exposure to AI/data‑centre operator Core Scientific (adding $500M to a facility, to $1B), a sign of growing lending and fee activity tied to secular AI/data‑centre demand. JPMorgan Adds $500M to Core Scientific Financing
• Positive Sentiment: Regulatory proposals that would ease capital requirements for large banks could free up tens of billions in capital and improve return on equity — a potential structural tailwind for JPMorgan’s lending capacity and buyback/dividend optionality. Large Banks Score Major Regulatory Win
• Positive Sentiment: Broader market technicals signal a potential rebound for the S&P 500, which could lift big-bank stocks like JPMorgan as risk appetite returns ahead of earnings season. S&P 500 Fires Buy Signal
• Neutral Sentiment: Market attention is turning to JPMorgan’s Q1 preview: analysts expect single‑digit EPS growth and the bank reports in mid‑April — results and guidance will likely be the biggest immediate catalyst. JPMorgan Chase Earnings Preview
• Neutral Sentiment: CEO Jamie Dimon’s public comments on remote work, AI and Middle East risks keep investor focus on management views and strategic positioning but are unlikely to change fundamentals today. Jamie Dimon on remote work
• Neutral Sentiment: Operational/regulatory items — a JPMorgan exec flagged “vague” carbon‑market contracts and the bank is piloting employee‑monitoring tools and lobbying on stablecoin rules; these reflect strategic/operational execution but limited immediate earnings impact. JPMorgan executive on carbon markets JPMorgan on burnout monitoring and stablecoin lobbying
• Negative Sentiment: Legal/reputational risk: former President Trump is pressing to keep a “debanking” lawsuit against JPMorgan (and CEO Jamie Dimon) in Florida — an adverse ruling or prolonged litigation could be a reputational and legal overhang. Trump argues to keep JPMorgan ‘debanking’ lawsuit in Florida
• Negative Sentiment: Minor insider selling disclosed (433 shares sold by an insider) — small in scale but a note for governance/position‑monitoring investors. SEC filing: insider sale

JPMorgan Chase & Co. Stock Up 1.1%

Shares of JPM stock opened at $295.57 on Thursday. 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. The stock has a market cap of $797.16 billion, a P/E ratio of 14.77, a P/E/G ratio of 1.21 and a beta of 1.06. The company has a 50 day simple moving average of $301.01 and a two-hundred day simple moving average of $307.75.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.81 EPS. On average, research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

JPMorgan Chase & Co. Company 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.