Impax Asset Management Group plc Lowers Stake in JPMorgan Chase & Co. $JPM

Impax Asset Management Group plc cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 18.7% during the third quarter, HoldingsChannel reports. The firm owned 166,326 shares of the financial services provider’s stock after selling 38,182 shares during the period. Impax Asset Management Group plc’s holdings in JPMorgan Chase & Co. were worth $52,464,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth $10,295,209,000. Laurel Wealth Advisors LLC raised its holdings 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 in the last quarter. Viking Global Investors LP raised its holdings in JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after purchasing an additional 1,870,386 shares in the last quarter. Montrusco Bolton Investments Inc. acquired a new stake in JPMorgan Chase & Co. in the second quarter valued at about $485,802,000. Finally, International Assets Investment Management LLC purchased a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at approximately $458,104,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CFO Jeremy Barnum sold 2,892 shares of JPMorgan Chase & Co. 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 position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the transaction, the general counsel owned 61,949 shares in the company, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 21,164 shares of company stock worth $6,579,748 over the last three months. 0.47% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on JPM. HSBC set a $319.00 target price on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research note on Thursday, February 5th. The Goldman Sachs Group increased their price objective on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. CICC Research began coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 target price for the company. Wells Fargo & Company decreased their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research report on Tuesday. Finally, Daiwa Securities Group increased their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $339.73.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan plans to open more than 160 new Chase branches across the U.S. in 2026 — a deliberate push to grow deposits and deepen customer relationships that supports core retail deposits, card originations and cross-sell revenue. JPMorgan Chase plans to open over 160 new branches
• Positive Sentiment: JPMorgan analysts warn rising AI costs may force smaller banks into mergers — a trend that favors large, well-capitalized banks like JPM by concentrating market share and reducing competitive pressure. JPMorgan Chase Analysts Predict AI Costs Could Trigger Bank Mergers
• Positive Sentiment: Loan growth helps the top line — Q4 loans reached roughly $1.49T, led by wholesale and card balances; pipeline items (e.g., Apple Card-type partnerships) could add material balances and fee income. JPMorgan’s Q4 Loan Trajectory: Where Did Expansion Show Up?
• Positive Sentiment: Near-term technical setup: some technicians see a reversal from the downtrend with support carved around $297, which can attract short-term momentum buyers. Stock Of The Day: Has The JPMorgan Reversal Started?
• Neutral Sentiment: Analysis piece notes divergence between JPM’s common shares and preferreds in 2026 — mostly a market-structure/relative-value story that doesn’t change JPM’s fundamentals immediately. JPMorgan Chase: Common And Preferred Shares Diverge In 2026
• Neutral Sentiment: Leadership move: JPM named Catherine O’Donnell head of North America Leveraged Finance — routine senior hire for the investment bank that should be neutral-to-modestly positive for deal execution. JPMorgan names Catherine O’Donnell head of North America Leveraged Finance
• Negative Sentiment: Insider selling: CFO Jeremy Barnum sold ~2,892 shares (~$886k) on Feb. 17 — filings like this can create short-term caution among some investors. JPMorgan Chase & Co. (NYSE:JPM) CFO Jeremy Barnum Sells 2,892 Shares
• Negative Sentiment: Additional insider sale: General Counsel Stacey Friedman sold ~3,404 shares on Feb. 17 — another near-term negative sentiment datapoint even though insiders retain large holdings. SEC filing: Stacey Friedman sale

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $309.03 on Thursday. 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 $833.45 billion, a P/E ratio of 15.44, a PEG ratio of 1.50 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The company has a 50-day moving average of $315.40 and a two-hundred day moving average of $307.87.

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 for the quarter, topping analysts’ consensus estimates 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 company posted $4.81 EPS. The company’s revenue was up 7.1% on a year-over-year basis. As a group, research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were given 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 yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 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.