Janney Capital Management LLC lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 9.2% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 101,695 shares of the financial services provider’s stock after selling 10,322 shares during the quarter. JPMorgan Chase & Co. makes up about 2.0% of Janney Capital Management LLC’s holdings, making the stock its 7th biggest position. Janney Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $32,078,000 as of its most recent filing with the SEC.
Other hedge funds also recently bought and sold shares of the company. Harbor Asset Planning Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at $26,000. Family Legacy Financial Solutions LLC lifted its holdings in JPMorgan Chase & Co. by 92.6% in 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 in the last quarter. Mizuho Securities Co. Ltd. boosted its stake in shares of 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 worth $32,000 after purchasing an additional 90 shares during the last quarter. Clarity Asset Management Inc. raised its position in shares of JPMorgan Chase & Co. by 87.1% in the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after buying an additional 101 shares during the last quarter. Finally, Sagard Holdings Management Inc. purchased a new stake in JPMorgan Chase & Co. in the 2nd quarter worth approximately $64,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Analysts Set New Price Targets
JPM has been the topic of several recent analyst reports. CICC Research began coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price on the stock. Truist Financial set a $334.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. HSBC reaffirmed a “hold” rating and issued a $245.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Finally, Loop Capital set a $310.00 price target on shares of JPMorgan Chase & Co. in a research report on Thursday, October 23rd. Fourteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Hold” and an average target price of $336.32.
Key JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: Recent quarterly results and analyst backdrop remain supportive: JPM reported an earnings beat and revenue growth in its last quarter, and several firms maintain overweight/buy ratings with a median price target near $350, which underpins longer‑term upside. MarketBeat JPM Overview
- Positive Sentiment: Unusual bullish options activity — a large uptick in call buying — suggests some traders are positioning for upside in the near term. Investors Purchase Large Volume of Call Options
- Neutral Sentiment: Product and tech positioning: JPMorgan Asset Management and exchanges are discussing tokenized/24‑7 ETF trading and JPM execs are speaking publicly on AI use cases — developments that could be positive over time but have limited immediate share‑price impact. Bloomberg ETF IQ (YouTube)
- Neutral Sentiment: CEO commentary on AI and company initiatives continues to frame JPM as actively adapting to tech opportunities; useful context but not a near‑term catalyst. Jamie Dimon on AI (YouTube)
- Neutral Sentiment: Lobbying and regulatory engagement remain high (large disclosed lobbying spend and discussions across numerous bills), signaling proactive policy work that could help manage regulatory risk but also reflect exposure to policy changes. Quiver Quant Lobbying Update
- Negative Sentiment: Political/legal risk rose after former President Trump threatened to sue JPMorgan over alleged “debanking,” creating headline risk and potential reputational/legal costs that can pressure the share price. Trump threatens to sue JPMorgan
- Negative Sentiment: CEO Jamie Dimon’s rare public criticism of the administration’s immigration actions and his vocal opposition to a proposed 10% credit‑card rate cap have intensified political scrutiny; those comments raise the prospect of regulatory pushback or business‑policy conflicts that investors may view as near‑term negatives. Dimon criticizes immigration policy (CNBC) Dimon on credit card rate cap (Reuters)
- Negative Sentiment: Insider selling has been notable in recent months (multiple senior executives sold shares), which some investors interpret as a near‑term negative signal even if sales could be routine or for diversification. Quiver Quant Insider / Lobbying Details
JPMorgan Chase & Co. Price Performance
Shares of NYSE JPM opened at $301.99 on Thursday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The business has a 50 day moving average price of $314.69 and a two-hundred day moving average price of $305.53. The firm has a market cap of $822.11 billion, a PE ratio of 15.09, a price-to-earnings-growth ratio of 1.49 and a beta of 1.07.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating 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 $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the business posted $4.81 EPS. The business’s revenue was up 7.1% on a year-over-year basis. Sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.
JPMorgan Chase & Co. Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.
Insider Activity at JPMorgan Chase & Co.
In other news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the transaction, the insider owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 15,834 shares of company stock worth $4,951,910 over the last quarter. Company insiders own 0.47% of the company’s stock.
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.
Further Reading
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