JPMorgan Chase & Co. $JPM is Westchester Capital Management Inc.’s 6th Largest Position

Westchester Capital Management Inc. lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 84,305 shares of the financial services provider’s stock after selling 2,500 shares during the period. JPMorgan Chase & Co. accounts for 5.7% of Westchester Capital Management Inc.’s holdings, making the stock its 6th biggest position. Westchester Capital Management Inc.’s holdings in JPMorgan Chase & Co. were worth $26,592,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Mountain Hill Investment Partners Corp. bought a new stake in JPMorgan Chase & Co. during the 3rd quarter worth approximately $32,000. Family Legacy Financial Solutions LLC raised its position in shares of JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the period. Mizuho Securities Co. Ltd. boosted its holdings in JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares during the period. Collier Financial purchased a new stake in JPMorgan Chase & Co. in the 3rd quarter worth $60,000. Finally, Clarity Asset Management Inc. raised its holdings in JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after acquiring an additional 101 shares during the period. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $303.49 on Thursday. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month 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. The firm has a 50-day moving average price of $314.00 and a 200-day moving average price of $308.32. The firm has a market capitalization of $818.51 billion, a PE ratio of 15.17, a price-to-earnings-growth ratio of 1.43 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the prior year, the firm posted $4.81 earnings per share. The company’s quarterly revenue was up 7.1% on a year-over-year basis. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business 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. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 71,596 shares of company stock valued at $22,067,932. Company insiders own 0.47% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Management signaled stronger 2026 fundamentals — higher net interest income (NII) targets, mid‑teen investment‑banking fee growth, a 10% jump in tech spend and a 17% ROTCE target, which supports the earnings outlook and explains buying interest. Article Title
• Positive Sentiment: JPMorgan will boost technology investment to about $19.8–$20B in 2026 to scale GenAI and core modernization — investors are pricing this as a franchise-strengthening move that can lift productivity and future revenue. Article Title
• Positive Sentiment: Street support remains: Goldman and other analysts reiterated bullish views citing upgraded 2026 growth and AI‑driven productivity gains, which can sustain demand for the stock. Article Title
• Neutral Sentiment: Truist trimmed its price target slightly (from $334 to $330) but kept a Hold and raised long‑term EPS — a modest near‑term cap on upside but not a reversal of the positive thesis. Article Title
• Neutral Sentiment: JPMorgan is participating in industry AI governance and industry initiatives, underscoring leadership in AI but leaving regulatory and competitive outcomes uncertain. Article Title
• Neutral Sentiment: Commercial activity (e.g., a ~ $100M credit facility to Archer Snacks) shows continued deal flow but is unlikely to move the stock materially on its own. Article Title
• Negative Sentiment: CEO Jamie Dimon repeatedly warned that current market behavior (loose lending, AI euphoria, elevated asset prices) resembles pre‑2008 conditions and said his “anxiety is high,” which can trigger risk‑off reactions and weigh on cyclical bank multiples. Article Title
• Negative Sentiment: Large, sustained tech spending (~$20B) creates execution and near‑term margin risk; some commentary suggests the move could slow fintech innovation or pressure short‑term EPS if investments don’t immediately translate to revenue. Article Title

Analysts Set New Price Targets

Several analysts recently issued reports on JPM shares. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Friday, February 13th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Finally, Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $339.55.

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.